AGENDA
ORANGE COUNTY POWER AUTHORITY
MEETING OF THE BOARD OF DIRECTORS
Tuesday, April 30, 2024
10:00 a.m.
This meeting will proceed as an in-person meeting at Travelers Building, 3333 Michelson Dr., Irvine, CA 92612 in the Palm Room and at Sono Calm Goyang, 20 Taegeuk-ro, Goyang-si, Korea.
In addition, as a convenience to the public, the Orange County Power Authority is also providing an option for members of the public to remotely view and participate in the meeting. Further details are below. Please note that, in the event of a technical issue causing a disruption in the remote participation option, the meeting may continue unless otherwise required by law.
Public Comments: Any member of the public may provide comments to the Orange County Power Authority Board of Directors on any agenda items by requesting to speak during Item 4, or on any matter not appearing on the agenda but within the jurisdiction of the Board by requesting to speak during Item 5. When providing comments to the Board, it is requested that you provide your name and city of residence for the record. Commenters are requested to address their comments to the Board as a whole through the Chair. Comments may be provided in the following manner:
To provide comments during the meeting, in-person attendees, please fill out the public speaker slip and provide it to the clerk at the beginning of the meeting. Before Items 4 and 5, the Chair or Clerk will ask members of the public to join the queue to provide public comment. The queue will remain open for a reasonable amount of time to allow members of the public sufficient time to request to speak and inform the Board of the number of speakers. After such time, the queue will be closed and the members of the public who have joined the queue to speak will be recognized at the appropriate time may speak. To join the queue on Zoom video conference by computer or mobile phone, use the “Raise Hand” feature. If joining the meeting using the Zoom dial-in number, you can raise your hand and join the queue by pressing *9. Members of the public will not be shown on video but will be able to speak when called upon.
Comments shall generally be limited to three minutes when speaking, provided that the Chair may equally reduce each speaker’s time to accommodate a large number of speakers or a large number of agenda items.
Written Communications: If you have a written communication that you wish to be distributed to the Board, please provide it via e-mail to [email protected]. Written communications are public records and, if received by 5:00 p.m. on the day prior to the meeting, will be distributed to the Board prior to the meeting by either e-mail or hard-copy, posted on the Authority’s website and noted, but not read, at the meeting. Communications received after the 5:00 p.m. deadline will be retained in the Authority’s records.
The public may participate using the following remote options:
ZOOM WEBINAR
Please click the link below to join the webinar:
Launch Meeting - Zoom
Dial-in: 1-669-900-6833
Webinar ID: 891 4291 9206
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. ROLL CALL
4. PUBLIC COMMENTS ON AGENDA ITEMS
Opportunity for members of the public to address the Board on any items on the agenda.
5. PUBLIC COMMENTS ON NON-AGENDA ITEMS
Opportunity for members of the public to address the Board on any items not on the agenda but within the jurisdiction of the Board.
6. DIRECTOR ANNOUNCEMENTS & REPORTS ON CONFERENCES/EVENTS
ATTENDED
Board Members may briefly provide information to other members of the Board and the public, ask questions of staff, or report on conferences, events, or activities related to Authority business. There is to be no discussion or action taken on comments made by Board Members unless authorized by law.
7. COMMITTEE REPORTS
1. COMMUNITY ADVISORY COMMITTEE UPDATE
Recommended Action:
Receive and file.
8. CONSENT CALENDAR
All items listed under the Consent Calendar are considered to be routine and may be enacted by one motion. Prior to the motion to consider any action by the Board of Directors, any public comments on any of the Consent Items will be heard. There will be no separate action unless members of the Board of Directors request specific items be removed from the Consent Calendar.
1. MINUTES FOR THE REGULAR BOARD MEETING OF MARCH 19, 2024 Recommended Action:
Approve as submitted.
2. RISK OVERSIGHT COMMITTEE UPDATE
Recommended Action:
Receive and file.
3. REGULATORY AND LEGISLATIVE UPDATE
Recommended Action:
Receive and file.
4. APPROVE UPDATES COMMUNITY ADVISORY COMMITTEE
MEMBERSHIP CRITERIA
Recommended Action:
Approve updates to the Community Advisory Committee Membership Criteria, including a proposed attendance policy.
5. AUTHORIZE USE OF VARIOUS TELECONFERENCING OPTIONS
UNDER THE BROWN ACT
Recommended Action:
Authorize the Board of Directors and Committee members to use any manner of teleconferencing legally and logistically available under the Brown Act, including teleconferencing under AB 2449 (2022).
6. APPROVE AMENDED POLICY NO. 18, INVESTMENT POLICY
Recommended Action:
Approve Amendment to Policy No. 18, Investment Policy.
9. REGULAR CALENDAR
The following items call for discussion or action by the Board of Directors. The Board may discuss and/or take action on any item listed below if the Board is so inclined.
1. APPROVE FURNITURE AND INSTALLATION SERVICE AGREEMENT Recommended Action:
Authorize the CEO to execute agreements with GM Business Interiors for Furniture and Installation Services with a not-to-exceed amount of $250,000, in accordance with OCPA’s Procurement Policy regarding Cooperative Agreements.
2. RATIFY RATES EFFECTIVE MARCH 20, 2024
Recommended Action:
Ratify rates effective March 20, 2024.
3. APPROVAL OF OCPA SALARY GRADES AND EMPLOYEE SALARY
RANGES, EMPLOYEE BENEFITS PROGRAM UPDATES, AND
EMPLOYEE PERSONNEL POLICIES MANUAL UPDATES
Recommended Action:
1. Approve the OCPA Salary Grades and Employee Salary Ranges as proposed in Attachment 1.
2. Approve updates and revisions to the OCPA Employee Benefits Program, as proposed in Attachment 2.
3. Approve modifications to OCPA’s Employee Personnel Policies Manual, as specified in Attachment 3.
4. CREATION OF BUDGET AND FINANCE AD-HOC COMMITTEE FOR
DEVELOPMENT OF FY2024/25 BUDGET AND 5-YEAR PROJECTION
Recommended Action:
Establish a temporary ad-hoc advisory committee related to development of FY2024/25 Budget and 5-Year Projection and appoint less than a majority of Board members to the committee.
5. FISCAL YEAR 2024/2025 BUDGET FRAMEWORK
Recommended Action:
Receive and File.
10. STAFF REPORT
Staff may briefly provide information to the Board and the public. The Board may engage in discussion if the specific subject matter of the report is identified, but the Board may not take any action. There is to be no other discussion or action taken unless authorized by law.
11. ADJOURNMENT
Compliance with the Americans with Disabilities Act
Board of Directors meetings comply with the protections and prohibitions of the Americans with Disabilities Act. Individuals with a disability who require a modification or accommodation, including auxiliary aids or services, in order to participate in the public meeting may contact 949-263-2612. Requests for disability-related modifications or accommodations require different lead times and should be provided at least 72-hours in advance of the public meeting.
Availability of Board Documents
Copies of the agenda and agenda packet are available at www.ocpower.org. Late-arriving documents related to a Board meeting item which are distributed to a majority of the Board prior to or during the Board meeting are available for public review as required by law.
Public records, including agenda-related documents, can be requested electronically at [email protected] or by mail to 15642 Sand Canyon Avenue, P.O. Box 54283, Irvine, CA 92619-4283. The documents may also be posted at the above website. Such public records are also available for inspection, by appointment, at 3349 Michelson Drive, Suite 200, Irvine, CA 92612. Please contact [email protected] to arrange an appointment.
MINUTES
REGULAR MEETING
BOARD OF DIRECTORS
ORANGE COUNTY POWER AUTHORITY
Tuesday, March 19, 2024
OCPA Board Regular Meeting of March 19, 2024 Page 1
1. CALL TO ORDER
Chair Jung called to order the Regular Meeting of the Orange County Power Authority Board of Directors at 10:01 a.m. on Tuesday, March 19, 2024.
2. PLEDGE OF ALLEGIANCE
Alternate Director Traut led the Pledge of Allegiance.
3. ROLL CALL
Present: Alt. Director Connor Traut City of Buena Park
Director Tammy Kim City of Irvine
Vice Chair Kathleen Treseder City of Irvine
Chair Fred Jung City of Fullerton
Director Casey McKeon City of Huntington Beach
4. PUBLIC COMMENTS ON AGENDA ITEMS – None.
5. PUBLIC COMMENTS ON NON-AGENDA ITEMS – None.
6. DIRECTOR ANNOUNCEMENTS & REPORTS ON CONFERENCES/EVENTS ATTENDED – None.
7. CLOSED SESSION
Recess to Closed Session
At 10:05 a.m., Chair Jung called on Interim General Counsel Norvell to recess the Board to closed session to discuss Items 7.1, 7.2, and 7.3 on the agenda. Interim General Counsel Norvell announced the Board was recessing to closed session. The following Board Members were present: Kim, Treseder, McKeon, Traut, and Jung. Also present was Board Counsel Norvell.
1. PUBLIC EMPLOYEE APPOINTMENT
Pursuant to Government Code Section § 54957(b)(1)
Title: Chief Executive Officer
2. CONFERENCE WITH LABOR NEGOTIATORS
Agency designated representatives: Fred Jung, Board Chair; Nicholaus Norvell, General Counsel
Unrepresented employee: Chief Executive Officer
OCPA Board Regular Meeting of March 19, 2024 Page 2
3. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Initiation of litigation pursuant to Government Code Section § 54956.9(d)(4): One (1) potential case
Reconvene
At 10:29 a.m., the regular meeting of the Orange County Power Authority Board of Directors reconvened with the following present: Directors Traut, McKeon, Kim, Treseder, and Jung.
General Counsel Norvell reported out of closed session that the Board met in Closed Session and discussed Items 7.1, 7.2, and 7.3 as listed on the agenda, and there was no reportable action taken.
8. COMMITTEE REPORTS
1. COMMUNITY ADVISORY COMMITTEE UPDATE
Community Engagement Manager Kraemer provided the report from their March 11, 2023, Committee Meeting.
9. CONSENT CALENDAR
ACTION
Director Treseder made the motion, seconded by Director Kim to:
Approve consent calendar items 9.1 – 9.6.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
1. MINUTES FOR THE REGULAR BOARD MEETING OF FEBRUARY 20, 2024
Action Taken:
Approved as submitted.
2. REGULATORY AND LEGISLATIVE UPDATE
Action Taken:
Received and filed.
OCPA Board Regular Meeting of March 19, 2024 Page 3
3. MARKETING AND COMMUNICATIONS COMMITTEE UPDATE
Action Taken:
Received and filed.
4. PUBLIC RECORDS ACT REPORT
Action Taken:
Received and filed.
5. APPROVE THE UPDATE TO THE PROCUREMENT POLICY
Action Taken:
Approved the Amendment to Policy No. 1, Procurement Policy.
6. AMENDMENTS TO PERSONNEL POLICIES MANUAL
Action Taken:
Adopted sections 401.5, Introductory Period and 901.8.3 Floating Holidays, and revised section 605.2.2 Cash Payment in Lieu of Health Insurance, within the Orange County Power Authority (OCPA) Personnel Policies manual.
10. REGULAR CALENDAR
1. RATIFY RATES EFFECTIVE FEBRUARY 20, 2024
CFO Law provided a brief summary of this item.
Alt. Director Traut inquired about the factors needed for OCPA to set their own rates instead of indexing from another agency and the timeline for OCPA to be able to set their own rates.
CFO Law stated that there were two factors, first OCPA would need to build sufficient reserves the goal is 50% of total expenditures, and secondly OCPA would need to receive their investment grade credit rating. The timeframe is in Fiscal Year 26/27.
Director Kim made the motion, seconded by Alt. Director Traut to:
Ratify rates effective February 20, 2024.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
OCPA Board Regular Meeting of March 19, 2024 Page 4
2. APPROVE FISCAL YEAR 2023-24 MID-YEAR BUDGET AMENDMENT CFO Law provided a brief presentation of this item.
Chair Jung thanked staff and the team for the presentation. OCPA staff is lean and the Agency is under budget as anticipated. He was concerned with the rising cost of renewable energy; it increased three times in this fiscal year.
Alt. Director Traut made the motion, seconded by Director Treseder to:
Approve Fiscal Year 2023-24 Mid-Year Operating Budget Amendment, as proposed in Attachment 1.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
3. APPROVE ORANGE COUNTY POWER AUTHORITY’S LOAD
MANAGEMENT STANDARDS PLAN AND AUTHORIZE STAFF TO
SUBMIT PLAN TO THE CALIFORNIA ENERGY COMMISSION
CFO Law provided a brief presentation of this item.
Alt. Director Traut inquired whether the resource adequacy surplus and the surplus from consumption items were being factored into the budget.
Director of Finance & Data Analytics Lee said that fixed and flexed energy during the summer could be factored in the future.
Director Kim made the motion, seconded by Director Treseder to:
1. Approve Orange County Power Authority’s Load Management Standards Plan; and
2. Authorize Staff to submit this plan to the California Energy Commission and future updates as required by the California Energy Commission.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
OCPA Board Regular Meeting of March 19, 2024 Page 5
4. APPOINT CHIEF EXECUTIVE OFFICER AND APPROVE
EMPLOYMENT AGREEMENT; UPDATE CHECK SIGNATORIES
Interim General Counsel Nicholaus Norvell provided a summary of this item.
Chair Jung, Director Kim, and Alt. Director Traut congratulated CEO Mosca.
Director Kim made the motion, seconded by Alt. Director Traut to:
1. Adopt Resolution No. 2024-01 appointing Joseph Mosca as Chief Executive Officer effective March 19, 2024, and approving execution of an Employment Agreement with Mr. Mosca in substantially the form attached hereto, with non-substantive revisions approved by the Chair and reviewed and approved as to form by the Interim General Counsel; and
2. Adopt Resolution No. 2024-02 designating authorized representatives to sign checks and other disbursements.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
5. APPROVE MANAGED IT SERVICES AGREEMENT WITH SDI
PRESENCE LLC
Management Analyst Viramontes provided a brief presentation of this item.
Chair Jung stated that SMS Data Center had the same cost evaluation as the recommended vendor yet a lower technical evaluation. What were SMS’s technical deficiencies? He also stated his concerns with cyber security and expected them to be addressed in the back end.
Management Analyst Viramontes stated that during the interview process, SDI separated itself from the other two finalists by articulating processes and services responsive to OCPA’s needs.
Director Kim made the motion, seconded by Director Treseder to:
Authorize the CEO to execute a two-year Agreement with SDI Presence LLC for Managed IT Services, effective April 1, 2024, through March 31, 2026, including the option for the CEO to extend the Agreement for three additional one-year terms, subject to satisfactory performance, with a total not-to-exceed amount of $387,636, excluding the reimbursement of software subscriptions fees billed by third-party vendors at cost.
OCPA Board Regular Meeting of March 19, 2024 Page 6
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
6. MASTER PURCHASE AND SALE AGREEMENT CONFIRMATION
LETTER WITH SOUTHERN CALIFORNIA EDISON
Interim CEO Mosca introduced Pacific Energy Advisors Consultant Kirby Dusel.
Mr. Dusel provided a summary of the presentation on this item.
Director Treseder made the motion, seconded by Alt. Director Traut to:
1. Approve Master Purchase and Sale Agreement Confirmation with Southern California Edison for Modified Cost Allocation Mechanism (MCAM) procurement obligations; and
2. Authorize Interim Chief Executive Officer to execute the Confirmation Letter in substantially similar form with approval as to form by the General Counsel.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Jung, Director Treseder, Director Kim,
Director McKeon, Alt. Director Traut
Noes: None
Absent: None
11. STAFF REPORT
CEO Mosca provided several highlights from his agenda staff report. He further reported that the recruitment of the Director of External Affairs and Communications and the Director of Power Resources will proceed and be posted on the website in April.
12. ADJOURNMENT
There being no further business to come before the Board, Chair Jung adjourned the March 19, 2024, Orange County Power Authority Board Regular meeting at 11:18 a.m.
Submitted by:
Pat Jacquez-Nares, Authority Secretary
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.2
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Joe Mosca, Chief Executive Officer
Saul Viramontes, Management Analyst
Subject: RISK OVERSIGHT COMMITTEE UPDATE
Date: April 30, 2024
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and File.
BACKGROUND
The Risk Oversight Committee (ROC) was established via the Board-adopted Energy Risk Management Policy (Policy No. 11). Per the policy, members of the ROC will be selected by the Chief Executive Officer (CEO), who will serve as the ROC’s Chair. The ROC currently consists of the CEO, CFO, Pacific Energy Advisors (PEA) representatives, and transactional counsel from the Authority’s contracted law firm.
The ROC has the authority to:
• Meet at least once per quarter or as otherwise called to order by the ROC’s Chair. • No less than once per quarter, provide a report to the Board regarding its meetings, deliberations, and any other areas of concern.
• From time to time, adopt and/or adapt risk management guidelines defining internal controls, strategies, and processes for managing market risks incurred through or attendant upon wholesale trading, retail marketing, long-term contracting, CRR trading, and load and generation scheduling.
• Specify the categories of permitted transactions and set risk limits for wholesale trading.
The ROC will receive and review information and reports regarding risk management, wholesale trading transactions, and the administration of supply contracts. • Have direct responsibility for enforcing compliance with this Policy. Any material violations of this Policy, as determined by the ROC, shall be reported to the Board for appropriate action.
As part of its recent audit of OCPA, the State Auditor recommended that the Board consider amending the Energy Risk Management Policy (Policy No. 11) to alter the membership of the ROC to include a limited subset of Board members in a manner that does not violate open meeting requirements of the Brown Act. Following review and discussion with the Interim General Counsel, it was determined that formally adding Board members to the ROC through an amendment to the Energy Risk Management Policy would make the ROC meetings subject to the Brown Act, which is incompatible with the ROC’s responsibilities for reviewing and analyzing market-sensitive information and prospective transactions, substantial aspects of which are confidential under CPUC rules and best practices for CCAs. As an alternative, the CEO has initiated a practice of inviting the Board Chair and Vice Chair to ROC meetings to observe. This is intended to provide additional Board oversight of the ROC without making Board members official members of the ROC under the Energy Risk Management Policy. This practice was initiated with the April 3, 2023, meeting and will continue for future meetings.
ANALYSIS AND DISCUSSION
The Risk Oversight Committee (ROC) met on Thursday, April 8, 2023, at 10:30 AM. Attendees at the ROC meeting included Joe Mosca, CEO, Tiffany Law, CFO, PEA consultants Kirby Dusel and John Dalessi, and Glen Price of Best, Best & Krieger. Fred Jung, Chair of the Board of Directors, and Susan Sonne, Vice Chair of the Board of Directors, attended the ROC meeting but only observed the meeting.
The ROC discussed the following:
• Role of the ROC
• Q2 2024 Risk Management Report Hedge Positions
o Renewable Energy Positions
o RPS Compliance for Period 4 (CP4)
o Resource Adequacy Positions
o Market Exposure and Risk
o Counterparty Credit Exposure
There are no Policy violations to report.
The ROC meetings for the 2024 year will take place on the following dates:
o June 6, 2024
o September 5, 2024
o December 5, 2024
FISCAL IMPACT
None
ATTACHMENTS
None
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.3
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Steven Halligan, Regulatory and Legislative Manager Approved By: Joe Mosca, Chief Executive Officer
Subject: REGULATORY AND LEGISLATIVE UPDATE
Date: April 30, 2024
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and File.
REGULATORY UPDATE
Orange County Power Authority (OCPA) staff are monitoring several ongoing regulatory proceedings at the California Public Utilities Commission (CPUC), California Independent System Operation Corporation (CAISO), and California Energy Commission (CEC). A brief description of the proceeding and any current status updates are provided below.
Affordability – R.18-07-006
The proceeding was opened in 2018 to establish processes for assessing and increasing the affordability of utility service. The CPUC has addressed metrics and methodologies for assessing affordability. The proceeding is currently in Phase 3, considering strategies to limit/mitigate future energy rate increases.
Staff are awaiting a Proposed Decision (PD) for Phase 3 of this proceeding.
BioMAT – R.22-10-010
The CPUC issued an Order Instituting Rulemaking (OIR) on October 20, 2022 to implement Assembly Bill (AB) 843 authorizing CCAs to participate in the Bioenergy Market Adjusting Tariff (BioMAT) program. AB 843 amended Public Utilities Code Section 399.20 to extend to CCAs within an electrical corporation’s service territory the existing renewable feed-in tariff for qualifying bioenergy electric generation facilities.
On January 29, 2024, CalCCA filed a joint CCA (Central Coast Community Energy, Orange County Power Authority, Pioneer Community Energy, and Redwood Coast Energy Authority) Tier 2 Advice Letter (AL) seeking approval of standard program documents for CCAs joining the BioMAT program. The documents filed included (1) a CCA BioMAT Tariff, (2) a CCA Power Purchase Agreement, (3) BioMAT program Participation Request forms for projects to apply to the program, and (4) a standard agreement with Accion Group, LLC for website and third-party administrator services to the CCAs. OCPA filed a Tier 3 AL on February 1, 2024, seeking approval of the budgets for 2024 and 2025. The central website and CCA webpages for the BioMAT program are scheduled to be developed in Spring 2024.
Demand Flexibility – R.22-07-005
The CPUC issued an OIR on July 22, 2022, to advance customer demand flexibility through electric rates to support reliability, decarbonization, and affordability. The Phase 1 Scoping Memo and Ruling, dated November 2, 2022,set forth the schedule, including two tracks for (1) establishing an income-graduated fixed charge (IGFC) for residential rates (Track A), and (2) streamlining the adoption of demand flexibility rates for IOUs (Track B).
A Proposed Decision (PD) was released on March 27, 2024. The PD creates a fixed charge ranging from $6-24.15 per month. Comments are due April 16, 2024.
General Order (GO) 156 – R.21-03-010
The proceeding was initiated in 2021 to revise GO 156 consistent with the requirements of Senate Bill (SB) 255, which extends the parameters of the CPUC’s Supplier Diversity Program to CCAs and electric service providers. Phase 2 will address additional revisions to the reporting requirements for IOUs, CCAs and Electric Service Providers (ESP).
OCPA submitted our annual Supplier Diversity Survey to the CPUC on March 1, 2024. A copy of the report has been posted on the OCPA website here:
https://www.ocpower.org/resources/key-documents/
Provider of Last Resort– R.21-03-011
The CPUC issued a Scoping Memo and Ruling on September 16, 2021, to set forth the scope in the POLR proceeding. This proceeding implements the POLR requirements and framework directed by SB 520. The POLR proceeding will be considered in three phases. Phase 1 will focus on issues necessary to establish a comprehensive framework for existing POLRs. Phase 2 will set rules that allow a different entity to be designated as the POLR. Phase 3 may be opened to consider any additional issues not covered in Phase 1 or 2.
A Proposed Decision was released on March 14, 2024. Reply comments were due April 8, 2024.
The PD is on the April 18, 2024 Commission meeting.
Renewables Portfolio Standard (RPS) Program – R.18-07-003 & R.24-01-017 The RPS proceeding monitors compliance by “retail sellers,” including IOUs, CCAs and ESPs, within the RPS program. Current RPS rules require 60 percent of retail sales to be from RPS-eligible resources by 2030, and at least 65 percent of the procurement a retail seller counts toward the RPS requirements to be from long-term contracts (ten years or more in duration). In addition, the RPS proceeding is the venue in which the PCIA/RPS Voluntary Allocation and Market Offer (VAMO) is being considered.
The Commission opened a new proceeding, R.24-01-017 to continue implementation and administration of the RPS program.
Resource Adequacy (RA)– R.21-10-002 and R.23-10-011
The OIR for R.23-10-011 continues the CPUC’s oversight of the RA program, establishes forward RA procurement obligations applicable to load-serving entities beginning with the 2025 compliance year, and considers structural reforms to the program. This proceeding is the successor to Rulemaking 21-10-002 and includes the following issues in scope: Adoption of local and flexible RA requirements, LOLE study and PRM, 24-hour SOD framework, unforced capacity (UCAP), qualifying capacity (QC) counting conventions, RA compliance and penalties, and other refinements to the RA program.
On February 6, 2024, the Commission issued Energy Division’s Slice-of-Day report, providing a summary of several key aspects of Slice-of-Day implementation. Within the report, the Commission provides a summary of LSE test year showings, a stack analysis for Slice-of-Day and the current compliance framework, and asks several questions of stakeholders, including whether Slice-of-Day should be delayed to 2026. A proposed decision is expected in May 2024 and a decision in June 2024.
Interconnection Process Enhancements (IPE)
This ongoing initiative works to improve the CAISO’s generator interconnection and deliverability allocation procedures (GIDAP). Given the current size of the interconnection queue, the focus of the current phase of IPE is on topics that would aid in moving resources more efficiently and effectively through the queue. CAISO hosted a meeting on April 4, 2024 to discus the final proposal posted on March 28, 2024. Comments on the final proposal are due April 18, 2024.
Energy Resource Recovery Account (ERRA) Compliance
Energy Resource Recovery Account (ERRA) Compliance applications are filed annually by the IOUs for review of costs associated with Utility Owned Generation (UOG) operations and fuel procurement, Portfolio Allocation Balancing Account (PABA) entries, economic dispatch of electric resources, and contract administration. IOUs are required to demonstrate compliance with CPUC decisions and the California Public Utilities Code.
Southern California Edison (SCE) filed its 2023 ERRA Compliance application on April 2, 2024.
Protests are due May 2, 2024.
ERRA Forecast
ERRA Forecast Applications are filed annually by IOUs to forecast energy procurement-related revenue requirements, which includes forecast allocation of costs across PCIA vintages.
OCPA continues to monitor the SCE ERRA forecasts to ensure accuracy of forecast account balances and rates and cost calculations in workpapers and to ensure costs are attributed to the proper PCIA vintages and properly between bundled and unbundled customers. 2025 ERRA forecasts are expected in May 2024.
General Rate Case (GRC)
In four-year cycles, IOUs submit General Rate Case (GRC) applications for authority to adjust rates and charges for electric and gas service based on a future Test Year (TY). The revenue requirements include electric and gas distribution system costs, administrative expenses, and customer service costs.
OCPA continues to participate in the SCE GRC to ensure accuracy and reasonableness of forecast of costs, ensure revenue requirements are properly allocated to PCIA vintages, and ensure costs are properly allocated across major work categories. SCE filed 2025 GRC intervenor testimony on February 29, 2024.
LEGISLATIVE UPDATE
In order to amplify our organization's impact and engage in proactive advocacy, Fred Jung, Board Chair, Joe Mosca, CEO, and Steven Halligan, Regulatory and Legislative Manager, traveled to Washington D.C. in March. The OCPA team joined five additional CCA’s and attended 10 meetings with representatives, committees, staff, and federal agencies. This and the trip to Sacramento in February serve as a crucial opportunity for OCPA to directly interface with policymakers, fostering relationships and actively participating in discussions on issues vital to our mission.
In the State Legislator the deadline for policy committees to hear bills introduced in their house is April 26, 2024.
After a thorough review of legislation Staff is monitoring 94 pieces of legislation. A complete list of legislation is attached.
AB 817 (Pacheco) - Teleconferencing
This bill, until January 1, 2026, would authorize a subsidiary body, as defined, to use similar alternative teleconferencing provisions and would impose requirements for notice, agenda, and public participation, as prescribed. In order to use teleconferencing pursuant to this act, the bill would require the legislative body that established the subsidiary body by charter, ordinance, resolution, or other formal action to make specified findings by majority vote, before the subsidiary body uses teleconferencing for the first time and every 12 months thereafter.
Passed Assembly January 25, 2024.
AB 2779 (Petrie-Norris) - Transmission Planning
This bill would require the Independent System Operator, upon approval of each transmission plan, to report to the Public Utilities Commission and to the relevant policy committees of each house of the Legislature any new use of any grid enhancing technology that is deemed reasonable by the Independent System Operator in that plan and the cost or efficiency savings of the deployment of that grid enhancing technology.
In Assembly Appropriations Commitee – on Consent Calendar.
SB 1130 (Bradford) - FERA Expansion
This bill would expand eligibility for the FERA program by eliminating the requirement that a household consist of 3 or more persons. The bill would require the commission, by March 1, 2025, and each year thereafter, to require the state’s 3 largest electrical corporations to report on their efforts to enroll customers in the FERA program. The bill would require the commission, by June 1, 2025, and each year thereafter, to review each electrical corporation’s report to ensure it has sufficiently enrolled eligible households in the FERA program commensurate with the proportion of households the commission determines to be eligible within the electrical corporation’s service territory. If the commission, in its review of a report, determines an electrical corporation has not sufficiently enrolled eligible households in the FERA program, the bill would require the commission to require the electrical corporation to develop a strategy and plan to sufficiently enroll eligible households within 3 years of the adoption of the strategy and plan.
On Appropriations suspense file.
SB 1165 (Padilla) - CEQA Infrastructure
This bill would expand the facilities eligible to be certified pursuant to the provisions described above by the Energy Commission and deemed environmental leadership development projects to include electrical transmission projects. The bill would require an applicant applying for certification of an electrical transmission project to take certain actions, including, among other actions, to avoid or minimize significant environmental impacts in any disadvantaged community.
Set for hearing on April 24, 2024 in Senate Environmental Quality.
FISCAL IMPACT
None
ATTACHMENTS
A) 2024 OCPA Legislative Tracker
OCPA Bill Tracker - 2024 Legislative Session - Updated 4/15/2024 Bill Author Topic Summary Hearing Date Location Past Actions AB 1829 Patterson
Electricity: certificate of
public convenience and
necessity: transmission lines
Requires PUC to issue a decision on an application for a certificate of public convenience and necessity within 18 months of the filing of a completed application for building or upgrading transmission
Assembly-Utilities
& Energy
AB 1834 Garcia POUs and the SRRP The bill appears to clarify that the identified reliability needs for the POU is determined by the POU and not DWR or CPUC. 24-Apr-24
Assembly-Utilities
& Energy
Amended 3/21/24
AB 1852 Pacheco
Joint powers agencies: Clean
Power Alliance of Southern
California: meetings.
Extends a sunset for another five years to allow non-elected alternate board members to participate in closed session CPA board meetings when the primary board member is unable to attend. The provisions in law are specific to Clean Power Alliance and do not apply to other local agencies.
Senate-Rules
4/4/24: Passed by
Assembly floor 70-0
3/20/24: Passed by
Asm. Local Government
8-0, ordered to consent
calendar
AB 1912 Pacheco
Electricity: measures
imposing mandated
programs and requirements:
third-party review.
This bill would require a 3rd party review (specifically UC Berkeley) of legislation that would propose new IOU mandated programs or requirements to be completed prior to a policy committee hearing the bill.
Assembly-Appropriations
Amended 3/18/24
3/13/24: Passed Asm.
U&E 13-0 w/
Committee amends
AB 1918 Wood Trinity Public Utility District,
Rooftop Exemption
Exempts buildings in service territory of a public utility district from being required to meet CEC building standards if the electricity they receive is already carbon free.
Assembly-Appropriations
4/2/24: Passed by Asm.
B&P 18-0 as amended
Amended 3/18/24
3/13/24: Passed Asm.
U&E 15-0 as amended
AB 1999 Irwin Electricity: fixed charges.
Repeals the provisions of AB 205 (2022, Ting) that authorizes the PUC to establish fix charges to residential customers and requires that fixed charge "authorization" to occur no later than 7-1-
24. The provisions alo require the fixed charges to be established on an income-graduated basis, with no fewer than 3 income thresholds, and so that low-income ratepayers would see a lower average monthy bill without making changes in usage.
Assembly-Utilities
& Energy
Bill Author Topic Summary Hearing Date Location Past Actions AB 2008 Wallis
Hard to Decarbonize
Program (Renewable
Propane, Hydrogen)
This bill would require the commission, upon appropriation by the Legislature for the bill’s purpose, to establish and implement the Reliable Energy Needs for Everyone in the West Program to provide financial incentives for purchasing renewable propane, renewable hydrogen, or renewable dimethyl ether to customers in heating dominant climate zones in California where combustion fuels will continue to be the lowest cost and most effective means for providing space and water heating to buildings, as provided.
Assembly-Utilities
& Energy
Amended 3/6/24
AB 2037 Papan EVSEs and accuracy
Allows a county sealer to test and certify EV charging stations. If the sealer determines a EVSE is inaccurate, they must notify the owner/operator of the station, and may choose to close the station. During the closure, people can park at the station for free. 4/10/24: Passed Asm.
Approps 14-0
Amended 3/14/24
3/12/24: Passed Asm.
Privacy & Consumer
Protection 10-0
Amended 3/6/24
AB 2054 Bauer-Kahan CEC Commissioners; future
employment prohibition
This bill would prohibit a member of the Energy Commission from being employed by an entity subject to regulation by the Energy Commission for a period of 3 years after ceasing to be a member of the Energy Commission. The bill would prohibit a member of the Energy Commission from accepting a gift from an entity subject to regulation by the Energy Commission. By expanding the application of an existing crime, this bill would impose a state-mandated local program.
Assembly-Appropriations
Amended 4/8/24
4/3/24: Passed by Asm
U&E 12-2
Amended 3/21/24
AB 2092 Mathis Energy: small modular
reactors: feasibility study
This bill would require the PUC to conduct a feasibility study on the use of small modular reactors, as defined, for energy generation in the state, including, among other things, an evaluation of the benefits of small modular reactors in comparison with other renewable resources used, or planned for use, in the state. The bill would require the PUC to submit a report on the results of the feasibility study to the Legislature on or before January 1, 2027.
Assembly-Appropriations
Amended 3/18/24
3/13/24: Passed Asm
U&E 15-0
AB 2109 Carrillo, Juan
Electricity: surcharge
exemption: industrial
process heat recovery
This bill would specify that the enhancement or increased efficiency of equipment occurring in the normal course of business includes industrial process heat recovery technology that meets prescribed requirements. The bill would prohibit nonbypassable or departing load surcharges from applying to a reduction in kilowatt-hours of electricity that an electrical corporation customer consumes from the electrical grid in a metered interval due to industrial process heat recovery technology that meets prescribed requirements. 17-Apr-24
Assembly-Utilities
& Energy
4/3/24 Hearing
cancelled at request of
author
AB 2205 Patterson, Joe
Electricity: mandatory rate
reduction.
This bill would require the commission to reduce the kilowatt-per-hour rate for electricity charged to ratepayers by not less than 30%.
Assembly-Utilities
& Energy
Bill Author Topic Summary Hearing Date Location Past Actions AB 2208 Zbur Offshore wind
infrastructure; GO bonds
Creates the CA Ports Development and Offshore Wind Infrastructure Bond Act of 2024 and places $1 billion on the the November 2024 statewide ballot Assembly-Natural
Resources
Amended 3/21/24
AB 2256 Friedman Net energy metering. Repeal Net Billing Tariff 17-Apr-24 Assembly-Utilities
& Energy
Amended 4/1/24
Amended 3/11/24
AB 2266 Petrie-Norris
California Hybrid and Zero-Emission Truck and Bus
Voucher Incentive Project
Codifies the California Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP).
Assembly-Transportation
AB 2292 Petrie-Norris
Electrical transmission
facilities: certificates of
public convenience and
necessity.
Stop PUC from having to consider cost effective alternatives while considering an application for a certificate of public convenience and necessity for an electric transmission facility Assembly-Appropriations4/3/24: Passed by Asm.
U&E 14-0
AB 2329 Muratsuchi
Low Income Energy
Assistance Program - Spot
Bill
This bill would require the PUC and Energy Commission to jointly authorize the establishment of the California Affordable Decarbonization Authority as a nonprofit public benefit corporation and to take all necessary measures to create the authority. 17-Apr-24
Assembly-Utilities
& Energy
Amended 3/21/24
AB 2331 Gabriel Voluntary carbon market
disclosures
This bill claries the definiton of voluntary carbon offsets by excluding renewable energy certs issues through an accounting system of a governmental rgulatory body, a VPP agreement, or a LCFS credit.
15-Apr-24
Assembly-Natural
Resources
Amended 3/21/24
AB 2368 Petrie-Norris CAISO outage review
Requires CAISO to review any outatge that affects ar least 10% of customers of an entity and report if the outage is due to insufficient procurement of generation resources. 24-Apr-24 Assembly-Utilities
& Energy
Amended 3/21/24
AB 2427 McCarty Curbside EV charging
This bill would require the office to develop a model permitting checklist, model zoning ordinances, and best practices for permit costs and permit review timelines to help local governments permit curbside charging stations as part of the office’s development of the Electric Vehicle Charging Station Permitting Guidebook or any subsequent updates. The bill would also require the office to consult with local governments, electric vehicle service providers, and utilities while developing the above-described materials. 22-Apr-24
Assembly-Transportation
4/10/24 Passed by
Asm. Local Goverment
9-0
Amended 4/2/24
AB 2453 Villapudua
Weights and measures:
electric vehicle chargers and
electric vehicle supply
equipment
Would authorize a measuring instrument used to measure the amount of electricity transferred from an electric vehicle charger to be used in connection with the sale of electricity as a motor vehicle fuel without first being tested if it is a type approved by the department, is calibrated and sealed by the manufacturer, and is unalterable
Assembly-Privacy &
Consumer
Protection
AB 2462 Calderon Public Utilities Commission:
written reports: energy
This bill would require that report to also consider how the adoption of electrification may impact total energy costs borne by consumers, as specified, and contain recommendations that may take longer than 12 months to implement, but could lead to substantial reductions in monthly electricity bills. The bill would also expand the above-described goals to additionally include goals for encouraging beneficial electrification.
Assembly-Appropriations
Amended 4/8/24
4/3/24: Passed by Asm.
U&E 16-0
Amended 4/1/24
Amended 3/21/24
Bill Author Topic Summary Hearing Date Location Past Actions AB 2495 Muratsuchi Joint agency report;
geographic needs
Requires the CPUC, CEC, and CARB to map geographic needs for energy resources and evaluate decarbonization needs from across the economy. 17-Apr-24 Assembly-Utilities
& Energy
Amended 4/8/24
Amended 3/21/24
AB 2513 Pellerin Gas stoves warning label
This bill would prohibit a person from selling, attempting to sell, or offering to sell to a consumer in this state a gas stove, as defined, that is manufactured or sold online on or after January 1, 2025, or sold in a store on or after January 1, 2026, unless the gas stove bears a label attached in a conspicuous location and, for online sales, unless the internet website prominently posts a warning, that sets forth a specified statement relating to air pollutants that can be released by gas stoves and that is attached to the gas stoves, among other requirements. 23-Apr-24
Assembly-Environmental
Safety and Toxic
Materials
Amended 4/3/24
AB 2537 Addis Monitoring offshore wind
and CA’s ocean
Creates a fund to provide grants to local communities and tribal communities to participate in the planning around offshore wind. 22-Apr-24
Assembly-Natural
Resources
Amended 4/10/24
4/8/24 Nat. Resources
hearing cancelled at
request of author
Amended 3/21/24
AB 2559 Petrie-Norris
Local planning: electric
vehicle service equipment:
permitting delays
Require Go-Biz to create and maintain a website to collect info for delays/denials in permitting of EVSE. Establish working group. 16-Apr-24
Assembly-Jobs,
Economic
Development, &
the Economy
4/10/24 Passed by
Asm. Local Goverment
9-0
AB 2619 Connolly Net energy metering.
This bill would require all eligible customer-generators of large electrical corporations receiving service under the 2nd standard contract or tariff to be subject to a specified version of the tariff developed by the commission in a specified rulemaking. The bill would require the commission to develop a new standard contract or tariff providing for net energy metering for eligible customer-generators of large electrical corporations, and would require every other electric utility to revise its standard contract or tariff providing for net energy metering. The bill would require every electric utility to make the standard contract or tariff available to all new eligible customer-generators beginning on January 1, 2027.
17-Apr-24
Assembly-Utilities
& Energy
AB 2626 Dixon
Advanced clean fleets; local
govt compliance Delays local gov implementation for Advanced Clean Fleets by 10 yrs. Assembly-Transportation AB 2661 Soria
Electricity: transmission
facility planning: water
districts
Cost assessment for deploying solar in central valley and incorporate in next CAISO portfolio.
Water districts can own and operate solar/storage. 17-Apr-24 Assembly-Utilities
& Energy
Bill Author Topic Summary Hearing Date Location Past Actions AB 2666 Boerner IOU rate of return Requires the IOUs to refund revenues collected in excess of their rate of return, to refund those revenues to its ratepayers.
24-Apr-24
Assembly-Utilities
& Energy
Amended 3/21/24
AB 2683 Boerner PAO and general rate cases Requires the PAO to advocate for lower rates in every general rate case. Assembly-Utilities & Energy
Amended 3/21/24
AB 2779 Petrie-Norris
CAISO transmission planning
reporting
Requires CAISO tranmission plans to include the new use of grid enhancing technologies deemed reasonable by CAISO in that plan and the cost of efficiecy savings of the deployment of those technologies.
17-Apr-24
Assembly-Utilities
& Energy Amended 3/21/24
AB 2805 Essayli Electricity: fixed charges:
repeal This bill would repeal income graduated fixed charges. Assembly-Utilities & Energy AB 2815 Petrie-Norris
Clean Transportation
Program: electric vehicle
charging stations
Would provide grants under the Clean Transportation Program for repairs to EV chargining infrastructure 15-Apr-24
Assembly-Transportation
AB 2847 Addis Utility application for cost
recovery requirements
his bill would require an electrical corporation’s or gas corporation’s application requesting authorization for or recovery of capital expenditures to include its best estimate of the application’s impact on its annual revenue requirement for each year that the capital expenditures described in the application are expected to remain in the application’s rate base if the application is approved or conditionally approved and to include the net present value of those impacts. The bill would further require the commission to require the electrical corporation or gas corporation to provide supporting workpapers and calculations for the estimates.
Assembly-Appropriations
4/3/24: Passed by Asm.
U&E 13-2
Amended 3/21/24
AB 2891 Friedman LSE electrical demand
forecast
Requires the CEC to develop requirements and standards for load modifying programs.
Currently, there are no standards and requirements leaving individual applications for such efforts in the hands of one staff person's opinion at the CEC. 17-Apr-24
Assembly-Utilities
& Energy Amended 3/21/24
AB 2940 Muratsuchi
California Environmental
Quality Act: environmental
leadership development
projects: transmission
projects
Defines new transmission projects as “environmental leadership development projects,” allowing for a streamlined CEQA process
Assembly-Natural
Resources
AB 2965 Addis
Weights and measures:
Department of Food and
Agriculture
Spot bill related to Ag/weights & measures Assembly-Pending Referral
Bill Author Topic Summary Hearing Date Location Past Actions AB 3006 Zbur
Offshore wind
infrastructure; Workforce
needs
Adds offshore wind to the definition of "infrastructure" to the Governor's five year infrastructure plan and directs the CEC and WDB to jointly determine immediate and long-term workforce needs.
Assembly-Appropriations
Amended 4/8/24
4/3/24: Passed by Asm.
U&E 16-0
Amended 4/1/24
Amended 3/21/24
AB 3011 Bains
Electricity: rates:
unreasonable hardship.
This bill would require the commission to ensure that each electrical rate schedule does not cause an unreasonable hardship on senior citizens, renters, families with minor children, medically vulnerable customers, or economically vulnerable residential customers in hot climate zones, as specified. The bill would provide that any electrical rate schedule that imposes rates on those identified customers above baseline rates during any hour where the temperature is above 90 degrees Fahrenheit for the duration of the hour is considered an unreasonable hardship.
Assembly-Utilities
& Energy
AB 3016 Petrie-Norris
Renewable electrical
generation facilities:
interagency coordination
Go Biz must create and oversee a process for interagency coordination for all state and local agencies with known or likely environmental review or permitting jurisdiction relating to proposed renewable electrical generation facilities
Assembly-Utilities
& Energy
AB 3107 Connelly Microgrids: study
This bill would require the Energy Commission to conduct a study on the benefits of microgrids for local governments and communities and would require the Energy Commission, on or before January 1, 2027, to submit a report on that study to the Legislature. The bill would repeal its provisions on January 1, 2031.
Assembly-Utilities
& Energy
AB 3111 Calderon DERs and aggregated DERs:
Reporting to CEC
Requires applicants for large new customer-sited solar and storage projects to notify the public and the California Energy Commission (CEC) of the installation and scope of these facilities.
Assembly-Utilities
& Energy
4/3/24: Hearing
postponed by
committee
AB 3130 Quirk-Silva Public officers; financial
interest
Expands the fincial conflict of interest law to include additional family members. Assembly-Local Government
Amended 4/1/24
Amended 3/21/24
AB 3136 Reyes
Bureau of Environmental
Justice
This bill would continue in existence, within the Department of Justice, the Bureau of Environmental Justice for the purpose of protecting people and communities that endure a disproportionate share of environmental pollution and public health hazards. The bill would require the bureau to ensure fair treatment of people of all races, cultures, and incomes with respect to the development, adoption, implementation, and enforcement of environmental laws, regulations, and policies, pursuant to the existing authority of the Attorney General, as specified. The bill would require the Attorney General to ensure the bureau is staffed with a minimum of 12 attorneys and an appropriate number of support staff. 23-Apr-24
Assembly-Environmental
Safety & Toxic
Materials
4/2/24: Passed by Asm.
Judiciary 11-0
Bill Author Topic Summary Hearing Date Location Past Actions AB 3181 Pellerin Electricity outages; circuit
review
This bill would require, if one or more customers served by an electrical distribution circuit experiences 4 or more discrete electrical outages, as defined, during a single calendar year, the electrical corporation that owns and operates that circuit to perform a review of that circuit to determine the cause of the outages and implement system improvements to reduce the anticipated risk of future outages on that circuit below the threshold level of 4 outages per calendar year. The bill would require the electrical corporation to make the findings of the circuit review, the scope of work expected to be performed to reduce the anticipated risk of future outages on that circuit, and the expected reduction in the risk of future outages resulting from that work available to the impacted customers and the city, county, or city and county in which the circuit is located.
Assembly-Utilities
& Energy
AB 3219 Sanchez Advanced Clean Fleets: Local
Gov
This bill would provide that the requirements of the Advanced Clean Fleets Regulation do not apply to the purchase by a local government of vehicles with a gross vehicle weight rating greater than 8,500 pounds if the price of the zero-emission version of a vehicle is more than an unspecified percentage of the price of a comparable internal combustion engine version of that vehicle.
Assembly-Transportation
Amended 3/11/24
AB 3238 Garcia
Electrical infrastructure;
endangered species
Streamlines endangered species under CESA + streamlined CEQA for electrical infrastructure projects
26-Apr-24
Assembly-Water,
Parks & Wildlife
Amended 4/8/24
4/3/24: Passed by Asm.
U&E 13-1
AB 3246 Garcia
Transmission conductor;
technology
This bill would require the commission, on or before January 1, 2026, to update the above-described general order to provide an exemption that would instead authorize an electrical corporation to seek the commission’s approval of advanced reconductoring, as defined, of its existing electrical transmission facilities through the commission’s informal advice letter process, as specified. The bill would require this advice letter to contain certain information, including, among other information, an estimate of the increased capacity expansion. 17-Apr-24
Assembly-Utilities
& Energy Amended 3/18/24
AB 3247 Irwin
Public Advocate’s Office:
appointment of the director
Requires the director of the Public Advocate’s Office (PAO) to be alternately appointed for 4- year terms by the Speaker of the Assembly and the President pro Tempore of the Senate. 17-Apr-24
Assembly-Appropriations4/3/24: Passed by Asm.
U&E 16-0
AB 3256 Irwin
Memorandum and balancing
accounts: reports to the
Legislature
Would require the California Public Utilities Commission determine whether investor-owned utility balancing accounts have achieved their intended purpose, and whether future cost increases are justified if the intended purpose has not been achieved.
Assembly-Utilities
& Energy
Bill Author Topic Summary Hearing Date Location Past Actions AB 3263 Calderon
Electrical corporations:
financing orders: wildfire
mitigation expenses
This bill would, in addition to expenses related to catastrophic wildfires, authorize the use of a financing order to recover the costs of wildfire mitigation efforts, operational and maintenance expenses related to an electrical corporation’s wildfire mitigation plan, wildfire risk mitigation costs, and vegetation management costs and expenses.
24-Apr-24
Assembly-Utilities
& Energy
AB 3269 Essayli NEM-intent bill NEM spot bill Assembly-Pending Referral
AB 627 Jackson
California Hybrid and Zero-Emission Truck and Bus
Voucher Incentive Project
Implements a sliding scale voucher program; requires CARB to issue vouchers for new clean vehicles and for retrofits of existing vehicles and would focus the vouchers on smaller fleets.
Senate-Pending
Referral
AB 637 Jackson Zero-emission vehicles: fleet
owners: rental vehicles
Requires CARB to authorize a fleet owner's rental of a ZEV, or ZEVs, for a cumulative total of 260 days per year to be
considered ownership of one ZEV.
Senate-Pending
Referral
AB 817 Pacheco
Open meetings:
teleconferencing: subsidiary
body.
Allows a subsidiary body of a local agency to teleconference without meeting all of the teleconferencing requirements of the Brown Act until January 1, 2026, Senate-Pending
Referral
SB 1003 Dodd Safe, timely and affordable
infrastructure upgrades
Direct the Office of Electrical Infrastructure Safety to consider the timeliness of investor-owned utility electrical infrastructure upgrades when reviewing the utilities’ wildfire mitigation plans to ensure that the maximum amount of risk from utility sparked wildfires is reduced in the shortest amount of time.
15-Apr-24
Senate-Appropriations
Amended 3/21/24
3/19/24: Passed by
Sen. EU&C 17-0
Amended 3/7/24
SB 1006 Padilla
Electricity: transmission
capacity: reconductoring
and grid enhancing
technologies
CPUC must ensure CA on track to deliver specified transmission capacities by certain dates and annually report to Legislature. CPUC must conduct study on cost savings + efficiencies from using reconductoring and other grid enhancing tech to improve grid reliability 16-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 3/18/24
SB 1018 Becker
Exception to “over the
fence” rule to further use of
renewables
This bill would revise the definition of “electrical corporation” to exclude a corporation or person employing certain solar or wind generating technology if the electrical energy is transmitted exclusively and directly through private electric lines to a facility owned by a different corporation or person that uses the energy only for (1) an electrolyzer technology facility that produces hydrogen from water, or (2) a facility using the electricity to provide industrial process heat, but not for departing electric load, as specified. The bill would also make various nonsubstantive changes.
16-Apr-24
Senate-Energy,
Utilities and
Communications
Bill Author Topic Summary Hearing Date Location Past Actions SB 1054 Rubio
Climate Pollution Reduction
in Homes Initiative: natural
gas: customer credit
Energy Commission/CPUC supervises the Climate Pollution Reduction in Homes, requiring gas corporations to award grants; use 15% of its revenues to the CPRG in Homes Initiative 22-Apr-24 Senate-Energy,
Utilities and
Communications
SB 1062 Dahle Biomass procurement
mandate
Requries IOUs and POUs to procure 125 mw of biomass from facilities that have converted to advanced bioenegy technology facilities. 16-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 4/3/24
SB 1085 Nguyen
Offshore energy production:
wildlife impacts: report
Requires the Department of Fish and Wildlife to prepare and submit a report to the Legislature on or before January 1, 2029, regarding the environmental impact on marine mammals and wildlife from offshore energy production off the California coas Senate-Natural
Resources and
Water
SB 1095 Becker Cozy Homes clean up act
This bill would also require the department, if necessary, by July 1, 2026, to update rules and regulations that facilitate the use of electricity-powered space and water heating technologies for manufactured homes, mobilehomes, and multifamily manufactured homes when necessary to replace fuel-burning appliances with electric appliances. 15-Apr-24
Senate-Appropriations
Amended 4/8/24
4/4/24: Passed by Sen.
Judiciary 11-0
Amended 3/21/24
3/20/24: Passed by
Sen. Housing 7-1
SB 1130 Bradford Annual FERA reporting
This bill would expand eligibility for the FERA program by eliminating the requirement that a household consist of 3 or more persons. The bill would require the commission, by March 1, 2025, and each year thereafter, to require the state’s 3 largest electrical corporations to report on their efforts to enroll customers in the FERA program. The bill would require the commission, by June 1, 2025, and each year thereafter, to review each electrical corporation’s report to ensure it has sufficiently enrolled eligible households in the FERA program commensurate with the proportion of households the commission determines to be eligible within the electrical corporation’s service territory. If the commission, in its review of a report, determines an electrical corporation has not sufficiently enrolled eligible households in the FERA program, the bill would require the commission to require the electrical corporation to develop a strategy and plan to sufficiently enroll eligible households within 3 years of the adoption of the strategy and plan.
Senate-Appropriations
4/8/24- Placed on
Suspense file
3/19/24: Passed Sen.
EU& C 15-0
SB 1142 Menjivar Disconnections payment
plans
Requires IOUs to offer to customer before disconnection a payment plan of a minimum of 24 months; limits initial IOU ask to 20% of past due bill
22-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 3/18/24
Bill Author Topic Summary Hearing Date Location Past Actions SB 1148 Blakespear Microgrids and multi-unit
dwellings
This bill would add an exception from the requirement that every residential unit be individually metered for electrical service for a multifamily site, as defined, that includes deployment of an electrical generation and energy storage facility and that meets specified requirements, including, among other things, that deployment of the electrical generation and energy storage facility is capable of providing backup electricity to the multifamily site using renewable energy resources, that the owner of the multifamily site does not increase rent in association with the costs of the deployment’s components or lease agreement, that each tenant’s electricity costs are less than what the effective fully bundled rate would have been if billed by the relevant load-serving entity, and that the owner bills the nonresidential meters and residential tenants for electricity usage directly, as measured by private submeters installed by the owner for each individual unit at the site, as specified.
16-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 4/4/24
SB 1165 Padilla Transmission; environmental
leadership projects
The bill would authorize an electrical corporation that files an application with the PUC to authorize the new construction of any electrical transmission facility to simultaneously submit to the Energy Commission an application for certification of the facility, as specified. The bill would authorize the Energy Commission to recover the reasonable administrative costs incurred from evaluating an application, as specified. The bill would provide that the Energy Commission’s certification of a facility proposed by an electrical corporation satisfies and replaces the PUC’s obligations under CEQA with respect to that facility. The bill would prohibit the PUC from approving an application until after the Energy Commission has issued a decision on certification of the proposed facility. Because these provisions would be part of the Public Utilities Act and a violation of these requirements or a PUC action implementing these requirements would therefore be a crime, the bill would impose a state-mandated local program.
24-Apr-24
Senate-Environmental
Quality
3/2/24: Passed Sen.
EU&C 15-1
SB 1177 Bradford Diversity, equity, and
inclusion employment plan
This bill would require the above-described entities with annual gross California revenues exceeding $25,000,000, and would require the above-described entities with annual gross California revenues exceeding $15,000,000, but not more than $25,000,000, to include certain information as part of each annual report or data submission described above, including, among other information, data regarding the diversity of contractor or subcontractor workforces, as provided.
15-Apr-24
Senate-Appropriations
Amended 4/9/24
Amended 4/2/24
3/19/24: Passed Sen.
EU& C 14-0
Bill Author Topic Summary Hearing Date Location Past Actions SB 1206 Becker
Authorize GO-Biz;
application submissions;
battery hubs
This bill would, until January 1, 2030, authorize GO-Biz to undertake measures that are necessary or useful to prepare and submit an application to receive funding from next generation battery hub programs, as defined. The bill would require that grants made from any funding received from next generation battery hub programs under its provisions support projects in California, including, but not limited to, in the San Francisco Bay area and the Sacramento Valley, that advance progress toward resource adequacy goals and the targets of the scoping plan and the California Renewables Portfolio Standard Program. The bill would also require that grants made from any funding received from next generation battery hub programs under its provisions prioritize projects that meet any of the specified conditions, including that the project help reduce costs and increase access to batteries. Prior to the submission of any applications to receive funding from next generation battery hub programs, the bill would require a partnership entered into pursuant to the above-described provisions to adopt a community benefits plan that includes specified elements. The bill would require GO-Biz to submit a report to the relevant budget and policy committees of the Legislature on or before March 1, 2030, and annually thereafter, regarding the status of any partnership entered into pursuant to the above-described provisions.
15-Apr-24
Senate-Business,
Professions &
Economic
Development
Amended 4/3/24
SB 1210 Skinner Utility connection charges
for new construction
This bill would, for new housing construction, require the above-described utilities to publicly post on their internet websites (1) the amount of any charge issued for a service connection, capacity, or other point of connection charge by the housing unit’s address, and (2) the schedule of fees for a service connection, capacity, or other point of connection charge, as specified. The bill would, for new housing construction, require each utility to ensure that its internet website allows an applicant for a service connection to, among other things, receive a reasonable estimate regarding when the utility will complete the applicant’s service connection. To the extent that this bill imposes new requirements on certain local agencies, the bill would impose a state-mandated local program.
17-Apr-24
Senate-Local
Government
Amended 4/9/24
Amended 3/18/24
Bill Author Topic Summary Hearing Date Location Past Actions SB 1221 Min
Gas corporations: gas
distribution infrastructure:
zero-emission alternatives
This bill would require each gas corporation, by July 1, 2025, to annually file a map containing certain information, including the location of all potential gas distribution line replacement projects identified in its distribution integrity management plan and other foreseeable gas distribution pipeline replacements. The bill would require the commission, by January 1, 2026, to do various things, including the establishment of criteria and methodology for determining the cost-effectiveness of zero-emission alternatives, as defined, the determination of the appropriate rate of return and recovery period that a gas corporation is eligible to receive their costs to implement zero-emission alternatives, the designation of priority neighborhood decarbonization zones taking into consideration certain factors, and the adoption of a long-term gas distribution system planning process to evaluate and implement zero-emission alternatives for gas distribution line replacement projects and other capital investments in the gas distribution system. The bill would require the commission to evaluate the costs and benefits of thermal energy networks and identify potential implementation barriers. The bill would prohibit a gas corporation from involuntarily laying off employees as a result of the implementation of zero-emission alternatives.
16-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 3/18/24
SB 1292 Bradford Income Graduated Fixed
Charge
This bill would require the commission, on or before July 1, 2027, but no sooner than 2 years after the adoption of the income-graduated fixed charge for default residential rates, to submit a report to the relevant policy committees of both houses of the Legislature on the electrical corporations’ implementation of the fixed charge, as specified. The bill would prohibit the commission from authorizing a fixed charge other than the income-graduated fixed charge for default residential rates until 30 days after the report is submitted. 22-Apr-24
Senate-Energy,
Utilities and
Communications
Bill Author Topic Summary Hearing Date Location Past Actions SB 1305 Stern
Virtual Power Plants; LSE
requirements
This bill would require the PUC, in coordination with the State Energy Resources Conservation and Development Commission and the Independent System Operator, to take specified actions in relation to virtual power plants, as defined. The bill would require the PUC, on or before March 1, 2026, to begin a proceeding to determine targets for each electrical corporation to procure generation from cost-effective virtual power plants, and would require the PUC, on or before October 1, 2026, to finalize its proceeding and issue a decision adopting virtual power plant procurement targets to be achieved by each electrical corporation on or before December 31, 2028, and on or before December 31, 2033. The bill would, upon the PUC adopting virtual power plant procurement targets, require each electrical corporation, beginning January 30, 2028, and each year thereafter, to file a report with the PUC on its progress toward complying with the virtual power plant procurement targets.
22-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 3/18/24
SB 1311 Stern
Energy: reliability planning
assessment: integrated
energy policy report
CPUC and CEC must report on process timelines for transmission and grid infrastructure capacity including expected completion dates. Demand forecast in IEPR incorporate weather variability
16-Apr-24
Senate-Energy,
Utilities and
Communications
SB 1312 Nguyen IGFC repeal Repeal IGFC
Senate-Energy,
Utilities and
Communications
SB 1314 Nguyen IGFC repeal Repeal IGFC (Urgency Clause) Senate-Energy,
Utilities and
Communications
SB 1326 Jones IGFC; fixed charge cap
This bill would require the PUC to require each electrical corporation to offer default rates to residential customers with at least 2 usage tiers, as provided. The bill would eliminate the requirement that the fixed charges be established on an income-graduated basis as described above, repeal related findings and declarations of the Legislature, and authorize the commission to instead authorize fixed charges that, as of January 1, 2015, do not exceed $10 per residential customer account per month for customers not enrolled in the CARE program and $5 per residential customer account per month for customers enrolled in the CARE program. The bill would authorize the maximum allowable fixed charge to be adjusted by no more than the annual percentage increase in the Consumer Price Index for the prior calendar year, as specified.
22-Apr-24
Senate-Energy,
Utilities and
Communications
Bill Author Topic Summary Hearing Date Location Past Actions SB 1351 Padilla Electricity: state policy
Requires the PUC, CEC, and CARB, in consultation with CAISO and as part of a public process, on or before January 1, 2026, to issue a report to the Legislature that contains a clean energy infrastructure development plan setting out the infrastructure and processes necessary CA to hit policy goals
22-Apr-24
Senate-Energy,
Utilities and
Communications
Amended 4/10/24
SB 1370 Dahle Biomass spot bill Biomass spot bill Senate-Rules SB 1374 Becker NEM aggregation
This bill would require, no later than July 1, 2025, the commission to ensure that any contract or tariff established by the commission pursuant to the above described provisions for renewable electrical generation facilities configured to serve either multiple customers with meters on a single property, or multiple meters of a single customer on a property or a set of contiguous properties owned, leased, or rented by the customer, meets certain requirements, including that eligible customer-generators are authorized to elect to aggregate the electrical load, as specified.
22-Apr-24
Senate-Energy,
Utilities and
Communications
4/2/24: Pulled from
Sen. U&E hearing
agenda by author
Amended 3/18/24
SB 1393 Niello Advanced Clean Fleets:
Appeals Advisory Committee
This bill establishes the Advanced Clean Fleets Regulation (ACF) Appeals Advisory Committee to review appeals of denied requests for exemptions from the requirements of the ACF Regulation.
Senate-Environmental
Quality
4/3/24: Failed passage
in Sen. EQ,
reconsideration
granted
SB 1418 Archuleta Hydrogen fueling stations;
permitting
Extends the requirement for local governments to administratively approve hydrogen fueling stations from 2030 to 2035. Also requires all local governments to adopt an ordinance to create streamlined permitting for hydrogen-fueling stations.
Senate-Transportation
Amended 4/8/24
4/3/24 Passed by Sen.
Local Government 4-0
Amended 3/18/24
SB 1420 Caballero Retail hydrogen
requirements
Requires that hydrogen fueling stations funded by the state have 33.3% of renewable hydrogen which increases to 100% from renewable and clean hydrogen by 2045. Defines renewable hydrogen and allows linear generations using renewable fuels as an RPS-eligible resource.
Incorporates renewable hydrogen into RPS and SB 100. Gives renewable hydrogen projects AB 205 CEQA streamlining provisions. Deletes prohibition against biomass facilities. 22-Apr-24
Senate-Energy,
Utilities and
Communications
4/3/24: Passed by Sen.
EQ 5-0
Amended 3/20/24
SB 1422 Allen Death to CFEE Act Adds additional FPPC reporting requirements for organizations that sponsor travel events. 16-Apr-24 Senate-Elections
and Constitutional
Amendments
Amended 4/9/24
Amended 3/20/24
SB 1474 Allen Intervener compensation
Amends the definition of substantion contribution for purposes of being eligible for intervenor compensation and it expands the definition of participant. 22-Apr-24 Senate-Energy,
Utilities and
Communications
Amended 3/20/24
Bill Author Topic Summary Hearing Date Location Past Actions SB 1480 Allen
Low-Income Oversight
Board: membership and
duties.
This bill would expand the membership of the board to 12 members by adding one member selected by the commission who is a representative of a low-income telecommunications provider. The bill would expand the duties of the board to include monitoring and evaluating implementation of all programs provided to low-income telecommunications customers. The bill would require the commission, in conjunction with the board, to ensure that the financial burden, rather than the energy burden, of low-income electricity, gas, water, and telecommunications customers is reduced. The bill would also require the commission, on or before January 1, 2026, to adopt a process by which a consumer enrolled in a commission-administered low-income utility program receives a notification at enrollment providing information about other utility assistance programs for which the consumer may be presumptively eligible, and information about how to apply for those programs. The bill would require the commission to work with the Low Income Oversight Board to develop an outreach strategy to improve enrollment of eligible households across low-income utility assistance programs.
22-Apr-24
Senate-Appropriations
Amended 4/9/24
4/2/24 Passed by Sen.
EU&C 13-1
SB 1508 Stern Energy storage requirements
Directs the CPUC to adopt targets for LSEs to procure cost-effective energy storage systems, including LDS, multiday energy stroage systems, and emerging energy storage technologies. 22-Apr-24 Senate-Energy,
Utilities and
Communications
Amended 3/18/24
SB 1510 Stern EV charging permitting Spot Bill Senate-Rules SB 233 Skinner Bidirectional Vehicles
This bill would require the Energy Commission, in consultation with the state board, and the PUC, on or before June 30, 2024, to convene a stakeholder workgroup to examine challenges and opportunities associated with using a battery electric vehicle and bidirectional electric vehicle service equipment as a mobile battery to power a home or building or to provide electricity to the electrical grid, and require the Energy Commission, in consultation with the stakeholder workgroup, on or before January 1, 2026, to submit a report to the Governor and Legislature that includes, among other things, specified information related to the bidirectional capability of battery electric vehicles and electric vehicle service equipment, as specified.
Assembly-Floor-Inactive
SB 284 Wiener
IOU subcontracting
requirement.
At the core of this bill is the provision to prohibit an IOU from requiring a contractor to enter into a collectivr bargaining agreement with ANY labor organization as a condition for bidding on contracting work. Essentially, his bill trying to prevent the IOU from forcing a contractor and their workers to change their union representation to be eligible for the bid.
Assembly-Labor &
Employment
Bill Author Topic Summary Hearing Date Location Past Actions SB 382 Becker
Electrical system disclosures
when a single family home is
sold
This bill would, on or after January 1, 2026, require a seller of a single-family residential property to deliver a specified disclosure statement to the prospective buyer regarding the electrical systems of the property.
Assembly
1/18/2024 In Assembly.
Read first time. Held at
Desk.
SB 938 Min
Electrical and gas
corporations: rate recovery:
political activities and
advertising.
This bill prohibits an electrical or gas corporation from spending money on certain political activities from funds collected by ratepayers. 16-Apr-24 Senate-Energy,
Utilities and
Communications
Amended 3/21/24
SB 983 Wahab Alternative Fuels
Infrastructure Taskforce
Would form a new Alternative Fuels Infrastructure Taskforce to examine how to encourage more alternative fueling installations on current gas station sites. 23-Apr-24 Senate-Transportation
Amended 3/21/24
3/19/24: Passed by
Sen. EU&C 13-0 and re-referred to Rules
SB 993 Becker Clean energy development
incentive rate tariff.
Requires the PUC to develop a special tariff (set of electricity rates) to support the development of green hydrogen and the electrification of industrial heat by providing attractive rates at times when we have abundant clean energy (and high rates at other times). This tariff will offer these new customers pricing to help them be cost-competitive, but only if they operate in a way that relies on clean energy, avoids new grid infrastructure costs, and helps us maintain a reliable grid.
16-Apr-24
Senate-Energy,
Utilities and
Communications
ORANGE COUNTY POWER AUTHORITY
Staff Report – 8.4
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Linda Kraemer, Community Engagement Manager
Approved by: Joe Mosca, Chief Executive Officer
Subject: APPROVE UPDATES COMMUNITY ADVISORY COMMITTEE
MEMBERSHIP CRITERIA
Date: April 30, 2024
--------------------------------------------------------------------------------------------------------------------
RECOMMENDATION
Approve updates to the Community Advisory Committee Membership Criteria, including a proposed attendance policy.
BACKGROUND
On March 11, 2024, the Community Advisory Committee (CAC) reviewed attendance policies from two other CCAs and, after a discussion, voted to recommend to the board changing CAC policy and procedures to include an attendance policy.
The CAC voted to recommend the following absence policy for CAC members: If a member has three consecutive absences or four within the year, the name of the CAC member would be submitted to the board for removal.
On March 19, 2024, the Board heard a recommendation from the CAC. Director Kim requested that for appointed CAC members, the policy include a notification to the appointing Board Member when CAC members have had consecutive absences.
The attached amended Membership Criteria draft is submitted for your consideration and approval.
Criteria 1 and 8 have been amended to address the attendance policy.
FISCAL IMPACT
None
ATTACHMENT
Attachment A – Revision to CAC Membership Criteria (Draft 4.30.2024)(Redline) Attachment B – Revision to CAC Membership Criteria (Draft 4.30.2024)(Clean) Community Advisory Committee
Membership Criteria
1. The Committee Advisory Committee (CAC) shall be made up of two members from each member agency and two at-large members. Each Board Member shall appoint two members; but, no member agency shall have more than two members.
This composition may be revisited by the Board if new member cities are added to the Orange County Power Authority (OCPA). The two at-large appointments shall be selected by the Board via an application process. CAC members may be removed with or without cause by the Board or, if applicable, their appointing Board Member (or his or her successor).
2. The CAC is a Brown Act Committee, and all meetings shall be noticed and held in public spaces.
3. OCPA aims to ensure a wide variety of perspectives and participation on the CAC.
4. Members shall be residents (property owners and/or tenants), business owners, employees or representatives of a community-based organization and/or non-profit organization located within one of the member agencies of OCPA.
5. When reviewing applicants for membership, OCPA staff, and the Board of Directors are to prioritize residents, when feasible, from diverse social, economic, and racial backgrounds that are representatives of all residents within the service territory of OCPA.
6. There shall be two at-large members who shall be required to submit an application and the Board shall make the selection to the Committee.
7. CAC members must be committed to serving on the CAC and attending regular meetings along with the occasional OCPA Board meeting. CAC meetings and times will be determined once the members are approved by the full Board. If a CAC member misses two consecutive meetings or three meetings in a twelve-month period, OCPA staff will notify their appointing Board member (for non-at-large members) or the Chair of the Board (for at-large members). If a CAC member misses three consecutive meetings or four meetings in a twelve-month period, OCPA staff shall place an item on the Board agenda for potential removal of the CAC member.
8. The term for Members will be one-year and there will be a limit of two terms.
7.9. Meetings of the CAC could rotate throughout the OCPA service territory, if feasible. If technology permits, the meetings shall be broadcast on the local PEG channel run by each member jurisdiction and/or via an online platform.
Community Advisory Committee
Membership Criteria
1. The Committee Advisory Committee (CAC) shall be made up of two members from each member agency and two at-large members. Each Board Member shall appoint two members; but, no member agency shall have more than two members.
This composition may be revisited by the Board if new member cities are added to the Orange County Power Authority (OCPA). The two at-large appointments shall be selected by the Board via an application process. CAC members may be removed with or without cause by the Board or, if applicable, their appointing Board Member (or his or her successor).
2. The CAC is a Brown Act Committee, and all meetings shall be noticed and held in public spaces.
3. OCPA aims to ensure a wide variety of perspectives and participation on the CAC.
4. Members shall be residents (property owners and/or tenants), business owners, employees or representatives of a community-based organization and/or non-profit organization located within one of the member agencies of OCPA.
5. When reviewing applicants for membership, OCPA staff, and the Board of Directors are to prioritize residents, when feasible, from diverse social, economic, and racial backgrounds that are representatives of all residents within the service territory of OCPA.
6. There shall be two at-large members who shall be required to submit an application and the Board shall make the selection to the Committee.
7. CAC members must be committed to serving on the CAC and attending regular meetings along with the occasional OCPA Board meeting. CAC meetings and times will be determined once the members are approved by the full Board. If a CAC member misses two consecutive meetings or three meetings in a twelve-month period, OCPA staff will notify their appointing Board member (for non-at-large members) or the Chair of the Board (for at-large members). If a CAC member misses three consecutive meetings or four meetings in a twelve-month period, OCPA staff shall place an item on the Board agenda for potential removal of the CAC member.
8. The term for Members will be one-year and there will be a limit of two terms.
9. Meetings of the CAC could rotate throughout the OCPA service territory, if feasible.
If technology permits, the meetings shall be broadcast on the local PEG channel run by each member jurisdiction and/or via an online platform.
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.5
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Nicholaus Norvell, Interim General Counsel
Approved by: Joe Mosca, Chief Executive Officer
Subject: AUTHORIZE USE OF VARIOUS TELECONFERENCING OPTIONS UNDER
THE BROWN ACT
Date: April 30, 2024
---------------------------------------------------------------------------------------------------------------------
RECOMMENDATION
Authorize the Board of Directors and Committee members to use any manner of teleconferencing legally and logistically available under the Brown Act, including teleconferencing under AB 2449 (2022).
BACKGROUND
Following the end of the Governor’s declared COVID-19 State of Emergency on February 28, 2023, the Board of Directors returned to fully in-person meetings for both the Board and members of the public, while continuing to provide virtual access as a convenience to the public. With the end of the State of Emergency, the Ralph M. Brown Act generally required California’s local public agencies to return to in-person participation for members of legislative bodies, except when teleconferencing was otherwise authorized under the Brown Act.
On February 15, 2023, the Board considered an agenda item discussing the teleconferencing options available to the Board after returning to in-person meetings. The primary teleconferencing options available under the Brown Act are:
1. Standard Teleconferencing Rules. One or more Board members may participate by teleconference under the following conditions:
• the teleconferencing location is noticed on the agenda; • an agenda is posted at the teleconference location;
• the teleconferencing location is accessible to the public and allows the public to attend from that location; and
• a quorum of members are participating from locations within OCPA’s service area.
2. AB 2449 Teleconferencing. AB 2449, which took effect on January 1, 2023, amended the Brown Act to provide a new teleconferencing option. AB 2449 can be used when a member of a legislative body has to attend a meeting remotely due to an “emergency” or other reasons supported by “just cause.” Under these new rules, a legislative body may hold a hybrid (partial in-person, partial teleconference) meeting without having to comply with the Standard Brown Act Teleconferencing Rules under certain circumstances. These circumstances are:
• Just Cause. One or more members of the legislative body (but less than a quorum) have notified the body of their need to participate remotely for just cause. Just cause is restricted to: (1) childcare or caregiving needs for a child, parent, grandparent, grandchild, sibling, spouse, or domestic partner that requires remote participation; (2) a contagious illness that prevents in-person attendance; (3) a physical or mental disability need; or (4) travel while on official business of the agency or another state or local agency.
The legislative body member must notify the legislative body at the earliest opportunity possible, including at the start of a meeting, of their need to participate remotely for just cause, including a general description of the circumstances relating to their need to appear remotely at the meeting. • Emergency Circumstance. One or more members of the legislative body (but less than a quorum) experience an emergency circumstance, which is defined as a physical or family medical emergency that prevents in-person attendance, and the member requests to participate remotely. As part of their request, the member must provide a general description of the circumstances relating to their need to appear remotely; however, they are not required to disclose a medical diagnosis, disability or other confidential medical information. The legislative body must then take action on the member’s request. The member must make their request to participate remotely as soon as possible, and must make a separate request for each meeting in which they seek to participate remotely. If the request does not allow sufficient time to be placed on the posted agenda for the meeting for which the request is made, the legislative body may take action on it at the beginning of the meeting.
However, there are limitations on the number of times a member may use AB 2449 to participate remotely. Specifically, a member may not participate remotely for “just cause” for more than two meetings in a calendar year and, in general, may not use AB 2449 to participate remotely for more than three consecutive months or 20 percent of the regular meetings for the local agency within a calendar year (or more than two meetings if the legislative body regularly meets fewer than 10 times per calendar year).
To allow one or more legislative body members to participate remotely under AB 2449, the meeting format and agendas must comply with the following:
• A quorum of the legislative body must meet in-person at a single location within OCPA’s boundaries.
• OCPA must use either a two-way audio-visual system or a two-way phone service with live webcasting.
• The agenda must identify a call-in or internet-based access option for the public, along with the in-person meeting location.
• If a disruption to the online meeting occurs, the legislative body may take no further action on agenda items until public access is restored. • The public must be able to provide comments in real-time. Public comments may not be required to be submitted in advance.
• All votes must be taken by roll call.
In addition, legislative body members participating remotely under AB 2449 must comply with the following requirements during the meeting:
• Before any action is taken, the member(s) must disclose whether any other individuals 18 years of age or older are present in the room at the remote location with the member, and the general nature of the member’s relationship with any such individuals.
• The member(s) must participate through both audio and visual technology (cameras on).
In February 2023, because of uncertainty about the location(s) of future in-person meetings and concerns about OCPA’s ability to provide virtual access to members of the public from the in-person locations, the Board approved an action to only use the Standard Teleconferencing Rules for the foreseeable future. That action has remained in effect since February 2023.
However, since February 2023, OCPA has generally been able to hold in-person meetings that also allow members of the public to participate virtually in a manner that would meet the requirements under AB 2449 if a Board member were to use AB 2449 teleconferencing.
Therefore, staff recommends that the Board authorize the use of all applicable teleconferencing options available under the Brown Act, including AB 2449 teleconferencing, when applicable legal requirements are met.
FISCAL IMPACT
None
ATTACHMENT
None
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.6
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Tiffany Law, Chief Financial Officer
Approved By: Joe Mosca, Chief Executive Officer
Subject: APPROVE AMENDED POLICY NO. 18, INVESTMENT POLICY Date: April 30, 2024
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTIONS
Approve Amendment to Policy No. 18, Investment Policy.
BACKGROUND
On April 19, 2023, the Orange County Power Authority (OCPA) Board of Directors approved OCPA Policy No. 18, Investment Policy. Consistent with policy review requirements within the current policy, OCPA staff has conducted an annual review and is presenting a recommendation to the Board of Directors.
DISCUSSION/ANALYSIS
The current policy prescribes a monthly reporting requirement for OCPA’s year-to-date investment summary. To streamline OCPA operations, staff recommends changing the reporting frequency to quarterly to align with the Quarterly Treasurer’s Report submission timeline.
The proposed revision will ensure timely and comprehensive financial reporting to the Board of Directors.
FISCAL IMPACT
N/A
ATTACHMENT
Attachment A – Proposed revision to Policy No. 18 - Investment Policy (Approved 4.19.2023) 1 Orange County Power Authority
Policy Number 018: Investment Policy
Approved: 4/19/2023 | Revised:
Purpose
Orange County Power Authority (“OCPA”) shall invest public funds in such a manner as to comply with state and local laws; ensure prudent money management; provide for daily cash flow requirements; and meet the objectives of the Policy, in priority order of safety, liquidity and return on investment.
Standard of Care
The standard of prudence to be used by investment officials will be the “prudent investor” standard, which states that, “when investing, reinvesting, purchasing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the agency, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the agency.” Scope
This Investment Policy applies to all funds and investment activities and financial assets of OCPA. This Policy does not apply to the investment of bond proceeds, which would be governed by any applicable bond documents.
Objectives
The primary objectives, in priority order, of the investment activities of OCPA are:
With respect to all investments:
1. To be in compliance with all Federal, State and local laws as well as all OCPA policies and procedures.
2. All investments of OCPA shall be undertaken in a manner which seeks the preservation of principal.
3. To remain sufficiently liquid to enable OCPA to meet all operating requirements which might be reasonably anticipated.
4. To maximize return consistent with risk limitations identified herein and prudent investment principles.
With respect to short-term cash management objectives:
1. To accelerate receipt of all funds due to OCPA.
2. To accurately monitor and forecast expenditures and revenues, thus enabling OCPA to invest funds to the fullest extent possible.
3. The investment portfolio shall be designed with the objective of obtaining a rate of return throughout budgetary and economic cycles, commensurate with the investment risk constraints and the cash flow needs.
3 Delegation of Authority
Pursuant to Section 53607, the Board hereby delegates responsibility to manage investment funds to the Treasurer of OCPA. The Treasurer of OCPA is the Chief Financial Officer and all powers or authority granted to the Chief Financial Officer in this Policy are exercised in the capacity of the Treasurer. The Treasurer has authority to appoint Deputy Treasurer(s), as Treasurer deems necessary for prompt and genuine discharge of duties, pursuant to Section 53607.
OCPA may engage the services from one or more external investment advisers, who are registered under the Investment Advisers Act of 1940, to assist in the management of OCPA’s investment portfolio in a manner consistent with the OCPA’s objectives. External investment advisers may be granted discretion to purchase and sell investment securities in accordance with this Investment Policy.
Ethics and Conflict of Interest
The authorized employees involved in the investment process will refrain from personal business activities that could conflict with proper execution of the investment program, or which could impair their ability to make impartial decisions.
Pursuant to OCPA’s Conflict of Interest Code, the authorized employees will disclose any financial interests and investment holdings that could affect the performance of OCPA’s portfolio or the individual’s judgement or decisions regarding OCPA’s portfolio.
Authorized Financial Dealers and Institution
The Chief Financial Officer will maintain a list of approved financial institutions authorized to provide investment services to OCPA. These may include “primary” dealers or regional dealers that qualify under Securities & Exchange Commission Rule 15C3-1 (uniform net capital rule). A determination should be made to ensure that all approved broker/dealer firms, and individuals covering OCPA, are reputable and trustworthy. In addition, the broker/dealer firms should have the ability to meet all of their financial obligations in dealing with OCPA. The firms, and individuals covering OCPA, should be knowledgeable and experienced in Public Agency investing and the investment products involved. No public deposit shall be made except in a qualified public depository as established by the established state laws. All financial institutions and broker/dealers who desire to conduct investment transactions with OCPA must supply the Chief Financial Officer with the following: audited financial statements, proof of registration with the Financial Industry Regulatory Authority, trading resolution, proof of State of California registration, completed broker/dealer questionnaire, certification of having read the OCPA’s investment policy and depository contracts.
An annual review of the financial condition and registrations of qualified bidders will be conducted by the Chief Financial Officer. A current audited financial statement is required to be on file for each financial institution and broker/dealer in which OCPA invests.
If OCPA utilizes an investment advisor, the investment advisor may use its own list of authorized broker/dealers to conduct transactions on behalf of OCPA. 5 Authorized Investments
OCPA is authorized by California Government Code Section 53600 et seq. to invest in the types of securities listed below. A security purchased in accordance with this section shall not have a forward settlement date exceeding 45 days from the time of investment.
Where this section specifies a percentage limitation for a particular security type, that percentage is applicable only on the date of purchase. Credit criteria listed in this section refer to the credit rating at the time the security is purchased. If an investment’s credit rating falls below the minimum rating required at the time of purchase, the Chief Financial Officer will perform a timely review and decide whether to sell or hold the investment.
U.S. Treasury Obligations
United States Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the faith and credit of the United States are pledged for the payment of principal and interest.
U.S. Agency Obligations
Federal agency or United States government-sponsored enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States government- sponsored enterprises.
Municipal Obligations
Registered state warrants or treasury notes or bonds of California, including bonds payable solely out of the revenues from a revenue-producing property owned, controlled, or operated by the state or by a department, board, agency, or authority of California.
Registered treasury notes or bonds of any of the other 49 states in addition to California, including bonds payable solely out of the revenues from a revenue- producing property owned, controlled, or operated by a state or by a department, board, agency, or authority of any of the other 49 states, in addition to California.
Bonds, notes, warrants or other evidence of indebtedness of a local agency within California, including bonds payable solely out of the revenues from a revenue- producing property owned, controlled, or operated by the local agency, or by a department, board, agency, or authority of the local agency.
Bonds issued by OCPA, including bonds payable solely out of the revenues from a revenue-producing property owned, controlled, or operated by OCPA or by a department, board, agency, or authority of OCPA.
OCPA is prohibited from investing in any debt issued by member agencies of OCPA who are parties to the OCPA Joint Powers Agreement.
Deposits at Bank(s)
FDIC insured or fully collateralized demand deposit accounts, savings accounts, market rate accounts, time certificates of deposits (“TCDs”) and other types of bank deposits in financial institutions located in California. The amount on deposit in any financial institution shall not 6 exceed the shareholder’s equity. To be eligible to receive OCPA’s deposits, the financial institution must have received a minimum overall satisfactory rating, under the Community Redevelopment Act, for meeting the credit needs of California Communities in its most recent evaluation. Bank deposits are required to be collateralized as specified under Government Code Section 53630 et seq. The Chief Financial Officer, at his/her discretion, may waive the collateralization requirements for any portion that is covered by federal deposit insurance. OCPA shall have a signed agreement with any depository accepting OCPA’s funds per Government Code Section 53649. The maturity of TCDs may not exceed 5 years in maturity. There is no limit on the percentage of the portfolio that may be invested in bank deposits. However, a maximum of 50 percent of the portfolio may be invested in TCDs.
Banks eligible to receive deposits will be federally or state chartered and will conform to Government Code 53635.2.
Placement Service Deposits
Bank deposits placed with a private sector entity that assists in the placement of deposits with eligible financial institutions located in the United States. The full amount of the principal and the interest that may be accrued during the maximum term of each deposit shall at all times be insured by federal deposit insurance. Placement Deposits shall meet all of the requirements of Government Code Section 53601.8. Purchases of placement service deposits may not exceed 50% of OCPA’s investment portfolio.
Local Agency Investment Fund (LAIF)
Funds may be invested in the Local Agency Investment Fund (“LAIF”). The LAIF was established by the California State Treasurer for the benefit of local agencies.
Commercial Paper
Commercial paper of “prime” quality of the highest ranking or of the highest letter and number rating as provided for by a nationally recognized statistical rating organization (“NRSRO”). The entity that issues the commercial paper shall meet all of the following conditions in either paragraph (1) or (2):
(1) The entity meets the following criteria: (A) Is organized and operating in the United States as a general corporation. (B) Has total assets in excess of five hundred million dollars ($500,000,000). (C) Has debt other than commercial paper, if any, that is rated in a rating category of “A” or its equivalent or higher by an NRSRO. (2) The entity meets the following criteria: (A) Is organized within the United States as a special purpose corporation, trust, or limited liability company. (B) Has program wide credit enhancements including, but not limited to, overcollateralization, letters of credit, or a surety bond. (C) Has commercial paper that is rated “A-1” or higher, or the equivalent, by an NRSRO.
Eligible commercial paper shall have a maximum maturity of 270 days or less. Purchases of eligible commercial paper shall not exceed 40% of OCPA’s funds. 7 Medium Term Notes
Defined as all corporate and depository institution debt securities with a maximum remaining maturity of five years or less, issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States. Notes eligible for investment under this subdivision shall be rated in a rating category of “A” or better by an NRSRO. Purchases of medium-term notes shall not exceed 30% of OCPA’s funds.
Negotiable Certificates of Deposits
Negotiable certificates of deposit issued by a nationally or state-chartered bank, a savings association or a federal association (as defined by Section 5102 of the California State Code), a state or federal credit union, or by a federally licensed or state-licensed branch of a foreign bank. Purchases of negotiable certificates of deposits shall not exceed 30% of the OCPA’s funds.
Mortgage Pass-Through and Asset-Backed Securities
A mortgage pass-through security, collateralized mortgage obligation, mortgaged backed or other pay-through bond, equipment lease-backed certificate, consumer receivable pass-through certificate or consumer receivable backed bond. Securities eligible for investment under this subdivision shall be rated in a rating category of “AA” or its equivalent or better by an NRSRO and have a maximum remaining maturity of five years or less. Purchase of securities authorized by this subdivision shall not exceed 20% of OCPA’s funds.
Supranational Obligations
United States dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development, International Finance Corporation, or Inter-American Development Bank, with a maximum remaining maturity of five years or less, and eligible for purchase and sale within the United States. Investments under this subdivision shall be rated in a rating category of “AA” or better by an NRSRO and shall not exceed 30% of OCPA’s funds.
Joint Power Authority Pool
Shares of beneficial interest issued by a joint powers authority organized pursuant to Section 6509.7 that invests in the securities and obligations authorized in subdivisions (a) to (r), inclusive, of Government Code 53601. Each share shall represent an equal proportional interest in the underlying pool of securities owned by the joint powers authority. To be eligible under this section, the joint powers authority issuing the shares shall have retained an investment adviser that meets all of the following criteria:
(1) The adviser is registered or exempt from registration with the Securities and Exchange Commission.
(2) The adviser has not less than five years of experience investing in the securities and obligations authorized in subdivisions (a) to (q), inclusive, of Government Code 53601. (3) The adviser has assets under management in excess of five hundred million dollars ($500,000,000).
9 Money Market Funds
Shares of beneficial interest issued by diversified management companies that are Money Market Funds registered with the Securities and Exchange Commission under the Investment Company Act of 1940. These funds must either have attained the highest rating/ranking by at least two NRSROs or have retained an investment advisor registered with the Securities and Exchange Commission with not less than five years’ experience managing money market mutual funds with assets under management in excess of five hundred million dollars ($500,000,000).
Investments in this category will not exceed 20% of OCPA’s funds and no more than 10% may be invested in any one money market fund.
Hedging Program
Staff may examine and recommend to the Board an investment strategy that is consistent with this policy, and which will hedge against revenue loss due to high PCIA or increased prices of natural gas commodity.
Reporting Requirements
The Chief Financial Officer will provide a year-to-date investment summary within the Quarterly Treasurer’s Report to the Board of Directors on a monthly basis. The summary will show the type of investment, the average balance of funds invested, and average annual percentage yield.
Investment Pools/Mutual Funds
A thorough investigation of the pool/fund is required prior to investing, and on a regular basis.
Best efforts will be made to acquire the following information:
1. A description of eligible investment securities, and a written statement of investment policy and objectives.
2. A description of interest calculations and how it is distributed, and how gains and losses are treated.
3. A description of how the securities are safeguarded (including the settlement processes), and how often the securities are priced and the program audited.
4. A description of who may invest in the program, how often, what size deposit and withdrawal are allowed.
5. A schedule for receiving statements and portfolio listings.
6. Are reserves, retained earnings, etc. utilized by the pool/fund?
7. A fee schedule, and when and how is it assessed.
8. Is the pool/fund eligible for bond proceeds and/or will it accept such proceeds? Collateralization
Collateralization will be required on certificates of deposit. In order to anticipate market changes and provide a level of security for all funds, the collateralization level will be 110% of market value for certificates of deposit.
Collateral will always be held by an independent third party with whom OCPA has a current custodial agreement. A clearly marked evidence of ownership (safekeeping receipt) must be supplied to the entity and retained. The right of collateral substitution is granted. 11 Maturity Limit
Investments will generally not exceed a term of five years unless a shorter maturity is designated herein. To the extent possible, OCPA will attempt to match its investments with anticipated cash flow requirements. Unless matched to a specific cash flow, OCPA will not directly invest in securities maturing more than 5 years from the date of purchase (to the extent permitted under the Government Code) unless the Board of Directors has provided approval at least three months prior to the investment. For purposes of compliance with this section, an investment’s term or remaining maturity shall be measured from the settlement date to final maturity. Reserve funds may be invested in securities exceeding 5 years if the maturity of such investments is made to coincide as nearly as practicable with the expected use of the funds.
Internal Control
The Chief Financial Officer is responsible for establishing and maintaining an internal control structure designed to provide reasonable assurance that the assets of OCPA are protected from loss, theft, or misuse.
The Chief Financial Officer or his/her designee shall arrange for an annual audit by an external CPA firm in compliance with the requirements of state law and generally accepted accounting principles as pronounced by the Governmental Accounting Standards Board. As part of the audit, investment transactions will be tested. The annual audit will be an integral part, but not the sole part of management’s program of monitoring internal controls.
Safekeeping and Custody
All security transactions, entered into by OCPA shall be conducted on a delivery-versus-payment basis. Securities will be held by a third-party custodian and evidenced by safekeeping receipts.
Performance Standards
OCPA’s portfolio shall be structured to achieve a market-average rate of return through various economic cycles, commensurate with the investment risk constraints and the cash flow needs.
Investment performance will be calculated on a gross basis before fees and expenses and tracked monthly for internal use and monitoring.
Policy Review
The Investment Policy will be reviewed annually. Any changes to the Investment Policy will be submitted to the Board of Directors for approval.
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 9.1
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Steven Halligan, Regulatory and Legislative Manager Approved By: Joe Mosca, Chief Executive Officer
Subject: APPROVE FURNITURE AND INSTALLATION SERVICE AGREEMENT Date: April 30, 2024
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTIONS
Authorize the CEO to execute agreements with GM Business Interiors for Furniture and Installation Services with a not-to-exceed amount of $250,000, in accordance with OCPA’s Procurement Policy regarding Cooperative Agreements.
BACKGROUND
On September 13, 2023, the Orange County Power Authority (OCPA) Board of Directors granted the Chief Executive Officer the authority to negotiate and execute agreements with The Irvine Company (TIC) for office space. An agreement was reached with TIC on February 19, 2024.
OCPA is expected to move into the new office space in the summer of 2024.
Since OCPA’s inception, the office space that has been leased has been furnished as part of the lease agreement. The new office space requires OCPA to provide all furniture including offices, cubicles, chairs, board room, conference room, reception, and break room furniture. In addition, OCPA will need to separately procure AV systems, related equipment, accessories, appliances, and security systems.
DISCUSSION/ANALYSIS
Staff recommend entering into an agreement with GM Business Interiors utilizing their Regional Cooperative Agreement (RCA). Orange County Power Authority Policy 01 – Procurement Policy section 5.d.v. authorizes the use of RCAs. This agreement was selected after reviewing available RCAs, checking references from various government agencies, visiting showrooms, exploring offerings, and considering costs and construction timeline. This agreement provides OCPA the greatest flexibility while ensuring the greatest cost savings. Utilizing this RCA allows OCPA to select furniture from multiple manufacturers and distributed by GM Business Interiors while enjoying the cost savings afforded by the rates negotiated by larger entities that established the RCA.
This agreement will cover all furniture costs including delivery and installation of offices, cubicles, conference room, reception and Board room. This agreement does not cover other costs expected with the new office such as Audio/Visual equipment and installation, security systems, appliances, electronics, utilities, and other office supplies, which will be covered under separate contracts.
Staff also explored extensive options to obtain furniture for the new office space including surplus and used furniture. After an extensive search for surplus and used furniture, staff have been unable to locate used furniture suitable for the new office space. Typically used furniture companies do not keep used furniture in stock and thus the timing of obtaining used furniture must align with the move in dates perfectly, and is subject to availability which may not meet the types and quantities needed for the office space. Staff will continue to explore the feasibility of this option, should additional opportunities arise.
GM Business Interiors
GM is the largest MillerKnoll Certified Office Furniture Dealer in Southern California. They offer seating, desks and workspaces, tables, storage and more from a wide range of manufacturers. They offer products from MillerKnoll, Knoll, Herman Miller and more.
GM has an extensive history with public agencies, municipalities, and non-profit organizations.
Their first public sector contracts were established in 1991 working with County of Riverside and County of San Bernardino along with the federal government of the United States. Since, GM has become recognized as the largest government dealer in the nation for Herman Miller. They have worked with several county, city, and federal agencies in Southern California including the Counties of Orange, Riverside, and San Bernardino and the cities of Carlsbad and Vista. GM has an office in Irvine and is a Certified Woman and Minority-Owned Business.
The RCA with GM Interiors provides for the purchase, delivery, assembly, set-up and installation of furniture, seating, workstations, and ancillary furnishings including but not limited to offices, conference rooms, training rooms, storage, break areas, collaboration spaces, and more. It also includes design services, space planning services, and project management.
GM Business Interiors guarantees that prices quoted in the RCA are equal to or less than prices quoted to any other local, state or federal government entity for services of equal or lesser scope.
FISCAL IMPACT
The combined Not-to-Exceed (NTE) amount for this contract is $250,000. This NTE amount will be included as a capital expenditure in the FY24/25 Budget.
ATTACHMENT
Attachment A – Agreement with GM Business Interiors
Attachment B – Regional Cooperative Agreement with GM Business Interiors Attachment C – Original GM Proposal
55735.00001\42145745.1
ORANGE COUNTY POWER AUTHORITY
COOPERATIVE PURCHASING AGREEMENT
This Cooperative Purchasing Agreement for Furniture and Installation Services (“Agreement”) is entered into as of the First day of May, 2024 by and between the Orange County Power Authority, a California joint powers authority (“Authority”) and Gofarth & Marti, DBA GM Business interiors, a Corporation with its principal place of business at 1099 W. La Cadena Drive, Riverside, CA 92501 (“Contractor”). Authority and Contractor are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement
RECITALS
WHEREAS, on October 19, 2022, the County of Orange awarded a contract to Contractor entitled Regional Cooperative Agreement Contract Number RCA-017-22010154 (“Original Contract”) for Free-Standing Modular Furniture and Installation Services pursuant to a competitive solicitation process performed in accordance with the competitive procurement rules applicable to County of Orange; and
WHEREAS, pursuant to the Authority’s Procurement Policy, the Authority is authorized to use cooperative purchasing, which includes utilizing contracts awarded by other public agencies when it is in the Authority’s best interest to do so; and WHEREAS, the Original Contract authorizes other agencies to rely upon the terms and conditions established therein, including pricing; and
WHEREAS, the Authority desires to piggyback on the Original Contract entered into between County of Orange and Contractor and procure Furniture and Installation Services on the same terms and conditions set forth therein pursuant to this Agreement.
AGREEMENT
NOW, THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows:
1. Recitals. The foregoing recitals are true and correct and are a part of this Agreement.
2. Term. The term of this Agreement shall be from May 1, 2024 to April 30, 2026, unless earlier terminated as provided herein. The Authority reserves the right to review the Contractor’s performance at the end of each year and cancel all or part of the Agreement. This Agreement may be extended by the Authority for three additional one-year terms upon mutual written consent of the Authority and Contractor.
3. Incorporation By Reference. The Scope of Services is attached hereto as Exhibit “A” and incorporated herein by this reference. The Original Contract, including all documents incorporated by reference therein, is attached hereto as Exhibit “B” and incorporated herein by this reference – all references in the Original Contract to “County of Orange” shall be understood to mean the Orange County Power Authority. The Contractor’s Proposal is attached hereto as Exhibit 55735.00001\42145745.1
“C” and is incorporated herein by reference. The incorporation of the Original Contract and the Contractor’s Proposal as part of this Agreement is subject to the order of precendence set forth below.
4. Precedence of Agreement Documents. If there is a conflict between Agreement documents, the document highest in precedence shall control. The precedence shall be:
One: This Agreement
Two: The Original Contract
Three: The Contractor’s Proposal
Amendments, supplemental agreements, and approved revisions to the Agreement or any part thereof become a part of this Agreement (Item One) above.
5. Obligations of the Authority.
A. The Authority shall be obligated to pay Contractor based upon the unit and/or lump sum prices set forth in the Original Contract and/or the Contractor’s Proposal for services authorized by the Authority.
B. Payments to the Contractor shall be made within 45 days after receipt of an original invoice from the Contractor and acceptance of the services by Authority.
C. In no event shall the total amount paid under this Agreement exceed $250,000 unless otherwise agreed to by the parties in writing. Contractor shall not be reimbursed for any expenses unless authorized in writing by Authority.
6. Obligations of the Contractor.
A. Contractor shall perform the Scope of Services as required by this Agreement.
B. Contractor shall obey all Federal, State, and local laws, ordinances, and regulations. Contractor is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq. (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects. If the Scope of Services is being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold Authority, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. Any stop orders issued by the Department of Industrial Relations against Contractor or any subcontractor that affect Contractor’s performance of the Scope of Services, including any delay, shall be Contractor’s sole responsibility and Contractor shall indemnify Authority from liability arising out of the same. It shall be mandatory upon the Contractor and all subcontractors to comply with all applicable California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records 55735.00001\42145745.1
(Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815), contractor registration (Labor Code Sections 1725.5 and 1771.1) and debarment of contractors and subcontractors (Labor Code Sections 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 and to be registered with the California Department of Industrial Relations shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1771.4, 1725.5 and 1771.1.
C. The Contractor shall keep a tally of the cost for the services ordered by Authority. The Contractor shall not accept work orders from the Authority if the cost for the work will exceed the amount indicated above unless otherwise agreed to by the parties in writing.
7. Accounting Records. Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of Authority during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
8. Hold Harmless and Indemnification. To the fullest extent permitted by law, Contractor shall defend, indemnify and hold the Authority, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions of Contractor, its officials, officers, employees, subcontractors, Contractors or agents in connection with the performance of the Contractor’s services or this Agreement, including without limitation the payment of all consequential damages, expert witness fees and attorneys’ fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Contractor's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
Contractor’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Contractor, the Authority, its officials, officers, employees, agents, or volunteers. This section shall survive any expiration or termination of this Agreement.
9. Amendments. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon mutual written approval by the Authority and Contractor.
10. Equal Opportunity Employment and Subcontracting. Contractor represents that it is an equal opportunity employer and it shall not discriminate on the basis of race, gender, gender expression, gender identity, religion, national origin, ethnicity, sexual orientation, age, or disability in the solicitation, selection, hiring, or treatment of applicants, employees, subcontractors, vendors, or suppliers. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Further, Contractor shall provide equal opportunity for subcontractors to participate in subcontracting opportunities. 55735.00001\42145745.1
11. Termination. Authority may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to Authority, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause. If this Agreement is terminated as provided herein, Authority may require Contractor to provide all finished or unfinished documents and data and other information of any kind prepared by Contractor in connection with the performance of services under this Agreement. Contractor shall be required to provide such documents and other information within fifteen (15) days of the request.
12. Complete Contract. This Agreement shall constitute the complete Agreement between the parties hereto. No verbal agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such verbal agreement, understanding, or representation be binding upon the parties hereto.
13. Time of Performance. Time is of the essence in this Agreement.
14. Successors and Assigns. The terms hereof shall be binding upon and inure to the benefit of the successors and assigns of the parties hereto; provided, however, that no party hereto shall assign any of the benefits and burdens hereunder, whether voluntarily or by operation of law, without the prior written consent of the other party, and any such assignment without said consent shall be void.
15. Authority to Execute Contract. Both Authority and Contractor do covenant that each individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute contracts for such party.
16. Insurance. Contractor shall not commence work for the Authority until it has provided evidence satisfactory to the Authority it has secured all insurance required under Exhibit “D” (Insurance Requirements), attached hereto and incorporated herein by this reference. In addition, Contractor shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required therein.
17. Jurisdiction and Venue. Jurisdiction is in the State of California and venue lies in County of Orange
18. Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Contractor:
Brian Ogden
9750 Irvine Blvd, Suite 108
Irvine, CA 92618
55735.00001\42145745.1
Authority:
Orange County Power Authority
PO Box 54283
Irvine, CA 92619
Attn: Saul Viramnotes, Management Analyst
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
[SIGNATURES ON NEXT PAGE]
55735.00001\42145745.1
SIGNATURE PAGE FOR COOPERATIVE PURCHASING AGREEMENT
BETWEEN THE ORANGE COUNTY POWER AUTHORITY
AND GOFORTH & MARTI, DBA GM BUSINESS INTERIORS
IN WITNESS WHEREOF, the parties have entered into this Agreement as of the [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***].
ORANGE COUNTY POWER AUTHORITY
By : _________________________________
Name: _______________________________
Title: ________________________________
GOFORTH & MARTI, DBA GM
BUSINESS INTERIORS
By: ________________________________
Name: ______________________________
Title: _______________________________
ATTEST:
_________________________________
Secretary, Authority Board of Directors
APPROVED AS TO FORM:
_________________________________
General Counsel
*A corporation requires the signatures of two corporate officers.
One signature shall be that of the Chairman of Board, the President or any Vice President, and the second signature (on the attest line) shall be that of the Secretary, any Assistant Secretary, the Chief Financial Officer or any Assistant Treasurer of such corporation.
If the above persons are not the intended signators, evidence of signature authority shall be provided to Authority.
55735.00001\42145745.1
EXHIBIT “A”
SCOPE OF SERVICES
It is the intention of Orange County Power Authority to establish a contract for a complete and comprehensive line of Furniture and Installation Services including, but not limited to, the following categories:
• Systems Furniture: A complete and comprehensive catalog of all systems furniture, lines, and accessories available from the Company;
• Freestanding Furniture: A complete and comprehensive catalog of all case goods, furniture, (including folding and mobile) desks, tables, and accessories not limited to pre-school items available from the Company;
• Seating/Chairs: A complete and comprehensive catalog of office and classroom chairs, tandem seating and other general seating not limited to pre-school items available from the Company; • Soft Seating: A complete and comprehensive catalog selection of soft seating for areas such as commons, libraries, waiting areas and open learning spaces. Products include, but are not limited to, lounge seating, modular linear seating, tables, and accessories. • Filing Systems, Storage and Equipment: A complete and comprehensive catalog of filing systems including vertical and lateral files, freestanding file cabinets, bookcases, and equipment and accessories available from the Company;
• Technology Support Furniture: A complete and comprehensive catalog selection of technology support furniture to support technology-based learning environments. Library Furniture: A complete and comprehensive catalog selection of library furniture including shelving. • Breakroom Furniture: A complete and comprehensive catalog selection of breakroom furniture. • Audio/Visual Furniture: A complete and comprehensive catalog selection of audio/visual furniture.
• Auditorium/Theater Fixed Seating: A complete and comprehensive catalog selection of auditorium/theater fixed seating and related furniture. • Modular Walls: A complete and comprehensive catalog selection of modular wall systems. • Related Products, Support Services and Solutions: Related office interior products and design, “Quick Ship”, design and layout, fabric and color design services, installation, systems furniture reconfiguration, assessment tools, professional development, furniture leasing, asset management services, storage, buyback programs, furniture refurb and any other related products and services or solutions offered by the Company.
The not-to-exceed value for this contract is $250,000.
55735.00001\42145745.1
EXHIBIT “B”
ORIGINAL CONTRACT
Attached Behind This Page
55735.00001\42145745.1
EXHIBIT “C”
CONTRACTOR’S PROPOSAL
Attached Behind This Page
55735.00001\42145745.1
EXHIBIT “D”
INSURANCE REQUIREMENTS
1.1 Insurance.
1.1.1 Time for Compliance. Contractor shall not commence the Services under this Agreement until it has provided evidence satisfactory to Authority that it has secured all insurance required under this section, in a form and with insurance companies acceptable to Authority. In addition, Contractor shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfactory to Authority that the subcontractor has secured all insurance required under this section.
1.1.2 Minimum Requirements. Contractor shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Contractor, its agents, representatives, employees or subcontractors. Contractor shall also require all of its subcontractors to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001 or exact equivalent); (2) Automobile Liability: Insurance Services Office Business Auto Coverage (form CA 0001, code 1 (any auto) or exact equivalent); and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. (B) Minimum Limits of Insurance. Contractor shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation limits as required by the Labor Code of the State of California. Employer’s Liability limits of $1,000,000 per accident for bodily injury or disease.
1.1.3 Professional Liability. Contractor shall procure and maintain, and require its subcontractors to procure and maintain, for a period of five (5) years following completion of the Services, errors and omissions liability insurance appropriate to their profession. Such insurance shall be in an amount not less than $1,000,000 per claim and a $2,000,000 aggregate.
This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Contractor. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. 55735.00001\42145745.1
1.1.4 Insurance Endorsements. The insurance policies shall contain the following provisions, or Contractor shall provide endorsements on forms supplied or approved by Authority to add the following provisions to the insurance policies:
(A) General Liability.
(i) Commercial General Liability Insurance must include coverage for (1) Bodily Injury and Property Damage; (2) Personal Injury/Advertising Injury; (3) Premises/Operations Liability; (4) Products/Completed Operations Liability; (5) Aggregate Limits that Apply per Project; (6) Explosion, Collapse and Underground (UCX) exclusion deleted; (7) Contractual Liability with respect to this Agreement; (8) Broad Form Property Damage; and (9) Independent Contractors Coverage.
(ii) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; or (3) contain any other exclusion contrary to the Agreement. (iii) The policy shall give Authority, its directors, officials, officers, employees, and agents insured status using ISO endorsement forms 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (iv) The additional insured coverage under the policy shall be “primary and non-contributory” and will not seek contribution from Authority’s insurance or self-insurance and shall be at least as broad as CG 20 01 04 13, or endorsements providing the exact same coverage.
(B) Automobile Liability. The automobile liability policy shall be endorsed to state that: (1) Authority, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Contractor or for which the Contractor is responsible; and (2) the insurance coverage shall be primary insurance as respects Authority, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Contractor’s scheduled underlying coverage. Any insurance or self-insurance maintained by Authority, its directors, officials, officers, employees, agents and volunteers shall be excess of the Contractor’s insurance and shall not be called upon to contribute with it in any way. (C) Workers’ Compensation and Employers Liability Coverage. (i) Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and Contractor will comply with such provisions before commencing work under this Agreement.
(ii) The insurer shall agree to waive all rights of subrogation against Authority, its directors, officials, officers, employees, agents and volunteers for losses paid 55735.00001\42145745.1
under the terms of the insurance policy which arise from work performed by the Contractor. (D) All Coverages. Defense costs shall be payable in addition to the limits set forth hereunder. Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits set forth herein shall be available to Authority, its directors, officials, officers, employees and agents as additional insureds under said policies. Furthermore, the requirements for coverage and limits shall be (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any Insurance policy or proceeds available to the named insured; whichever is greater. (i) The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of Authority (if agreed to in a written contract or agreement) before Authority’s own insurance or self-insurance shall be called upon to protect it as a named insured. The umbrella/excess policy shall be provided on a “following form” basis with coverage at least as broad as provided on the underlying policy(ies). (ii) Contractor shall provide Authority at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Contractor shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Contractor shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to Authority at least ten (10) days prior to the effective date of cancellation or expiration.
(iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Contractor shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement.
Contractor shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement.
(iv) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Contractor, and any approval of said insurance by Authority, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Contractor pursuant to this Agreement, including but not limited to, the provisions concerning indemnification.
(v) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Authority has the right but not the duty to obtain the insurance it deems necessary and any premium paid by Authority will be promptly reimbursed by Contractor or Authority will 55735.00001\42145745.1
withhold amounts sufficient to pay premium from Contractor payments. In the alternative, Authority may cancel this Agreement. Authority may require the Contractor to provide complete copies of all insurance policies in effect for the duration of the Project. (vi) Neither Authority nor any of its directors, officials, officers, employees or agents shall be personally responsible for any liability arising under or by virtue of this Agreement.
1.1.5 Separation of Insureds; No Special Limitations. All insurance required by this Section shall contain standard separation of insureds provisions. In addition, such insurance shall not contain any special limitations on the scope of protection afforded to Authority, its directors, officials, officers, employees, agents and volunteers.
1.1.6 Deductibles and Self-Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by Authority. Contractor shall guarantee that, at the option of Authority, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects Authority, its directors, officials, officers, employees, agents and volunteers; or (2) the Contractor shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses.
1.1.7 Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, licensed to do business in California, and satisfactory to Authority.
1.1.8 Verification of Coverage. Contractor shall furnish Authority with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to Authority. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf and shall be on forms provided by Authority if requested. All certificates and endorsements must be received and approved by Authority before work commences. Authority reserves the right to require complete, certified copies of all required insurance policies, at any time.
1.1.9 Subcontractor Insurance Requirements. Contractor shall not allow any subcontractors to commence work on any subcontract until they have provided evidence satisfactory to Authority that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors shall be endorsed to name Authority as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Contractor, Authority may approve different scopes or minimum limits of insurance for particular subcontractors.
1.1.10 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life-saving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as 55735.00001\42145745.1
safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
County of Orange, County Procurement Office Page 1 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
REGIONAL COOPERATIVE AGREEMENT
CONTRACT NUMBER RCA-017-22010154
BETWEEN
COUNTY OF ORANGE, COUNTY PROCUREMENT OFFICE
AND
GOFORTH & MARTI, DBA GM BUSINESS INTERIORS
FOR
FREE-STANDING MODULAR FURNITURE AND INSTALLATION SERVICES This Contract RCA-017-22010154 for Free-Standing Modular Furniture and Installation Services (“Contract”) is made and entered into as of the date fully executed by and between the County of Orange, a political subdivision of the State of California, (“County”) and Goforth & Marti, DBA GM Business Interiors with a place of business at 1099 W. La Cadena Dr., Riverside, CA 92501 (“Contractor”), with County and Contractor sometimes referred to individually as “Party” or collectively as “Parties”.
ATTACHMENTS
This Contract is comprised of this document and the following Attachments, which are attached hereto and incorporated by reference into this Contract:
Attachment A – Scope of Work
Attachment B –Pricing and Compensation
Attachment C – Item List/Fees
Attachment D – Subcontractor(s)
RECITALS
WHEREAS, County solicited via a Request for Proposal (“RFP”) for Free-Standing Modular Furniture and Installation Services; and
WHEREAS, Contractor responded to RFP and represented that Contractor is qualified to provide Free-Standing Modular Furniture and Installation Services to County; and WHEREAS, Contractor agrees to provide Free-Standing Modular Furniture and Installation Services to County as further set forth in the Scope of Work, attached hereto as Attachment A; and WHEREAS, Contractor agrees to accept payment based on the pricing set forth in Pricing and Compensation, attached hereto as Attachment B; and
NOW, THEREFORE, the Parties mutually agree as follows:
ARTICLES
GENERAL TERMS AND CONDITIONS
A. GOVERNING LAW AND VENUE: This Contract has been negotiated and executed in the state of California and shall be governed by and construed under the laws of the state of California. In the event of any legal action to enforce or interpret this Contract, the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California, and the Parties hereto agree to and do hereby submit to the jurisdiction of such court, notwithstanding Code of Civil Procedure Section 394. Furthermore, the Parties specifically agree to waive any and all rights to request that an action be transferred for adjudication to another county.
B. ENTIRE CONTRACT: This Contract, including Attachments which are attached hereto and incorporated herein by this reference, contains the entire contract between the Parties with respect to the matters herein, and there are no restrictions, promises, warranties or undertakings other than those set forth herein or referred to herein. Electronic acceptance of any additional terms, conditions or supplemental contracts by any County employee or agent, including but not limited to installers of software, shall not be valid or binding on County unless accepted in writing by County’s Purchasing Agent or designee.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 2 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors C. AMENDMENTS: No alteration or variation of the terms of this Contract shall be valid unless made in writing and signed by the Parties; no oral understanding or agreement not incorporated herein shall be binding on either of the Parties; and no exceptions, alternatives, substitutes or revisions are valid or binding on County unless authorized by County in writing.
D. TAXES: Unless otherwise provided herein or by law, the price stated in Attachment C does not include California state sales or use tax. Out-of-state Contractors shall indicate California Board of Equalization permit number and sales permit number on invoices, if California sales tax is added and collectable. If no permit numbers are shown, sales tax will be deducted from payment. The Auditor-Controller will then pay use tax directly to the State of California in lieu of payment of sales tax to Contractor.
E. DELIVERY: Time of delivery of goods or services is of the essence in this Contract. County reserves the right to refuse any goods or services and to cancel all or any part of the goods not conforming to applicable specifications, drawings, samples or descriptions or services that do not conform to the prescribed scope of work. Acceptance of any part of the order for goods shall not bind County to accept future shipments nor deprive it of the right to return goods already accepted at Contractor’s expense. Over shipments and under shipments of goods shall be only as agreed to in writing by County. Delivery shall not be deemed to be complete until all goods or services have actually been received and accepted in writing by County.
F. ACCEPTANCE/PAYMENT: Unless otherwise agreed to in writing by County: 1) acceptance shall not be deemed complete unless in writing and until all the goods/services have actually been received, inspected, and tested to the satisfaction of County, and 2) payment shall be made in arrears pursuant to Attachment B after County’s satisfactory acceptance.
G. WARRANTY: Contractor expressly warrants that the goods covered by this Contract are 1) free of liens or encumbrances, 2) merchantable and good for the ordinary purposes for which they are used, and 3) fit for the particular purpose for which they are intended. Acceptance of this order shall constitute an agreement upon Contractor’s part to indemnify, defend and hold County and County Indemnitees, as more fully described in Article Z, harmless from liability, loss, damage and expense, including reasonable counsel fees, incurred or sustained by County by reason of the failure of the goods/services to conform to such warranties, faulty work performance, negligent or unlawful acts, and non-compliance with any applicable state or federal codes, ordinances, orders, or statutes, including the Occupational Safety and Health Act (OSHA) and the California Industrial Safety Act. Such remedies shall be in addition to any other remedies provided by law.
H. PATENT/COPYRIGHT MATERIALS/PROPRIETARY INFRINGEMENT: Unless otherwise expressly provided in this Contract, Contractor shall be solely responsible for clearing the right to use any patented or copyrighted materials in the performance of this Contract. Contractor warrants that any software as modified through services provided hereunder will not infringe upon or violate any patent, proprietary right, or trade secret right of any third party. Contractor agrees that, in accordance with the more specific requirement contained in Article Z, it shall indemnify, defend and hold County and County Indemnitees harmless from any and all such claims and be responsible for payment of all costs, damages, penalties and expenses related to or arising from such claim(s), including, costs and expenses and attorney’s fees.
I. ASSIGNMENT: The terms, covenants, and conditions contained herein shall apply to and bind the heirs, successors, executors, administrators and assigns of the Parties. Furthermore, neither the performance of this Contract nor any portion thereof may be assigned by Contractor without the express prior written consent of County. Contractor shall provide County no less than sixty (60) calendar days’ written notification of its intent to assign, sell, delegate or otherwise dispose of the rights and obligations of this Contract. Any attempt by Contractor to assign the performance or any portion thereof of this Contract without the express prior written consent of County shall be void and invalid and shall constitute a material breach of this Contract.
J. NON-DISCRIMINATION: In the performance of this Contract, Contractor must comply with the requirements of Section 1735 of the California Labor Code and not engage nor permit any subcontractors to engage in discrimination in employment of persons because of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, or sex of such persons. Contractor acknowledges that a violation of this provision shall subject Contractor to penalties pursuant to Section 1741 of the California Labor Code. TERMINATION: In addition to any other remedies or rights it may have by law and those set forth in this Contract, County has the right to immediately terminate this Contract without DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 3 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors penalty for cause or after thirty (30) calendar days’ written notice without cause, unless otherwise specified.
Cause shall include, but not be limited to, any material breach of contract, any misrepresentation or fraud on the part of Contractor, and any assignment, subcontracting or change of ownership without County’s express prior written consent. County’s decision to exercise the right to terminate the Contract shall relieve County of all further obligations under this Contract. The Parties may mutually terminate this Contract by written agreement at any time. The rights, obligation, and conditions, that by their express terms or nature and context are intended to survive the termination or expiration of this Contract, survive any termination or expiration of this Contract.
K. TERMINATION: In addition to any other remedies or rights it may have by law and those set forth in this Contract, County has the right to immediately terminate this Contract without penalty for cause or after thirty (30) calendar days’ written notice without cause, unless otherwise specified. Cause shall include, but not be limited to, any material breach of contract, any misrepresentation or fraud on the part of Contractor, and any assignment, subcontracting or change of ownership without County’s express prior written consent.
County’s decision to exercise the right to terminate the Contract shall relieve County of all further obligations under this Contract. The Parties may mutually terminate this Contract by written agreement at any time.
The rights, obligation, and conditions, that by their express terms or nature and context are intended to survive the termination or expiration of this Contract, survive any termination or expiration of this Contract.
L. CONSENT TO BREACH NOT WAIVER: Any action or inaction by County or failure of County in any one or more instances to insist upon strict performance of any of the terms of this Contract or to enforce any right or provision contained herein shall not be construed as a waiver or relinquishment by County of its rights hereunder and shall not prevent County from enforcing such provision or right on any future occasion.
Further, no term or provision of this Contract shall be deemed waived and no breach excused, unless such waiver or consent is in writing and signed by the Party claimed to have waived or consented. Any consent by any Party to, or waiver of, a breach by the other, whether express or implied, shall not constitute consent to, waiver of, or excuse for any other different or subsequent breach.
M. INDEPENDENT CONTRACTOR: Contractor shall be considered an independent contractor and neither Contractor, its employees, nor anyone working under Contractor shall be considered an agent or an employee of County. Neither Contractor, its employees nor anyone working under Contractor shall qualify for workers’ compensation or other fringe benefits of any kind through County.
N. PERFORMANCE: Contractor shall warrant all work under this Contract, taking necessary steps and precautions to perform the work to County’s satisfaction. Contractor shall be responsible for the professional quality, technical assurance, timely completion and coordination of all documentation and other goods/services furnished by Contractor under this Contract. Contractor shall perform all work diligently, carefully, and in a good and workmanlike manner; shall furnish all necessary labor, supervision, machinery, equipment, materials, and supplies, shall at its sole expense obtain and maintain all permits and licenses required by public authorities, including those of County required in its governmental capacity, in connection with performance of the work. If permitted to subcontract, Contractor shall be fully responsible for all work performed by subcontractors.
O. INSURANCE PROVISION: Prior to the provision of services under this Contract, Contractor agrees to purchase all required insurance at Contractor’s expense, including all endorsements required herein, necessary to satisfy County that the insurance provisions of this Contract have been complied with.
Contractor agrees to keep such insurance coverage, Certificates of Insurance, and endorsements on deposit with County during the entire term of this Contract.
Contractor shall ensure that all subcontractors performing work on behalf of Contractor pursuant to this Contract shall be covered under Contractor’s insurance as an Additional Insured or maintain insurance subject to the same terms and conditions as set forth herein for Contractor. Contractor shall not allow subcontractors to work if subcontractors have less than the level of coverage required by County from Contractor under this Contract. It is the obligation of Contractor to provide notice of the insurance requirements to every subcontractor and to receive proof of insurance prior to allowing any subcontractor to DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 4 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors begin work. Such proof of insurance must be maintained by Contractor through the entirety of this Contract for inspection by County representative(s) at any reasonable time.
All self-insured retentions (SIRs) shall be clearly stated on the Certificate of Insurance. Any SIR in an amount in excess of Fifty Thousand Dollars ($50,000) shall specifically be approved by the County’s Risk Manager, or designee, upon review of Contractor’s current audited financial report. If Contractor’s SIR is approved, Contractor, in addition to, and without limitation of, any other indemnity provision(s) in this Contract, agrees to all of the following:
1. In addition to the duty to indemnify and hold County harmless against any and all liability, claim, demand or suit resulting from Contractor’s, its agents, employee’s or subcontractor’s performance of this Contract, Contractor shall defend County at its sole cost and expense with counsel approved by Board of Supervisors against same; and
2. Contractor’s duty to defend, as stated above, shall be absolute and irrespective of any duty to indemnify or hold harmless; and
3. The provisions of California Civil Code Section 2860 shall apply to any and all actions to which the duty to defend stated above applies, and Contractor’s SIR provision shall be interpreted as though Contractor was an insurer and County was the insured.
If Contractor fails to maintain insurance acceptable to County for the full term of this Contract, County may terminate this Contract.
Qualified Insurer
The policy or policies of insurance must be issued by an insurer with a minimum rating of A- (Secure A.M.
Best's Rating) and VIII (Financial Size Category as determined by the most current edition of the Best's Key Rating Guide/Property-Casualty/United States or ambest.com). It is preferred, but not mandatory, that the insurer be licensed to do business in the state of California (California Admitted Carrier).
If the insurance carrier does not have an A.M. Best Rating of A-/VIII, the CEO/Office of Risk Management retains the right to approve or reject a carrier after a review of the company's performance and financial ratings.
The policy or policies of insurance maintained by Contractor shall provide the minimum limits and coverage as set forth below:
Coverage Minimum Limits
Commercial General Liability (Limits may be increased for Specialty Moving Project
$1,000,000 per occurrence
$2,000,000 aggregate
Automobile Liability including coverage for owned, non-owned and hired vehicles$1,000,000 combined single limit per occurrence
Workers’ Compensation Statutory
Employers’ Liability Insurance $1,000,000 per occurrence Required Coverage Forms
The Commercial General Liability coverage shall be written on Insurance Services Office (ISO) form CG 00 01, or a substitute form providing liability coverage at least as broad.
The Business Auto Liability coverage shall be written on ISO form CA 00 01, CA 00 05, CA 0012, CA 00 20, or a substitute form providing coverage at least as broad.
Required Endorsements
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 5 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors The Commercial General Liability policy shall contain the following endorsements, which shall accompany the Certificate of Insurance:
1. An Additional Insured endorsement using ISO form CG 20 26 04 13or a form at least as broad naming the County of Orange, its elected and appointed officials, officers, agents and employees as Additional Insureds, or provide blanket coverage, which will state AS REQUIRED BY WRITTEN CONTRACT.
2. A primary non-contributing endorsement using ISO form CG 20 01 04 13, or a form at least as broad evidencing that Contractor’s insurance is primary, and any insurance or self-insurance maintained by the County of Orange shall be excess and non-contributing.
The Workers’ Compensation policy shall contain a waiver of subrogation endorsement waiving all rights of subrogation against the County of Orange, its elected and appointed officials, officers, agents and employees or provide blanket coverage, which will state AS REQUIRED BY WRITTEN CONTRACT.
All insurance policies required by this Contract shall waive all rights of subrogation against the County of Orange, its elected and appointed officials, officers, agents and employees when acting within the scope of their appointment or employment.
Contractor shall notify County in writing within thirty (30) calendar days of any policy cancellation and ten (10) calendar days for non-payment of premium and provide a copy of the cancellation notice to County.
Failure to provide written notice of cancellation may constitute a material breach of the Contract, upon which County may suspend or terminate this Contract.
The Commercial General Liability policy shall contain a severability of interest clause also known as a “separation of insureds” clause (standard in the ISO CG 0001 Policy).
Insurance certificates should be emailed to [email protected] Certificate Holder must state:
County of Orange
c/o: CEO/County Procurement Office
Attn: Insurance
400 W. Civic Center Drive, 5th Floor
Santa Ana, CA 92701
If Contractor fails to provide the insurance certificates and endorsements within seven (7) calendar days of notification by CEO/County Procurement Office or the department purchasing division, award may be made to the next qualified vendor.
County expressly retains the right to require Contractor to increase or decrease insurance of any of the above insurance types throughout the term of this Contract. Any increase or decrease in insurance will be as deemed by County of Orange Risk Manager as appropriate to adequately protect County.
County shall notify Contractor in writing of changes in the insurance requirements. If Contractor does not deposit copies of acceptable Certificates of Insurance and endorsements with County incorporating such changes within thirty (30) calendar days of receipt of such notice, this Contract may be in breach without further notice to Contractor, and County shall be entitled to all legal remedies.
The procuring of such required policy or policies of insurance shall not be construed to limit Contractor's liability hereunder nor to fulfill the indemnification provisions and requirements of this Contract, nor act in any way to reduce the policy coverage and limits available from the insurer.
P. CHANGES: Contractor shall make no changes in the work or perform any additional work without County’s express prior written consent.
Q. CHANGE OF OWNERSHIP/NAME, LITIGATION STATUS, CONFLICTS WITH COUNTY INTERESTS:
Contractor agrees that if there is a change or transfer in ownership of Contractor’s business prior to completion of this Contract, and County agrees to an assignment of the Contract, the new owners shall be required under terms of sale or other transfer to assume Contractor’s duties and obligations contained in this Contract and complete them to the satisfaction of County.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 6 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors County reserves the right to immediately terminate the Contract in the event County determines that the assignee is not qualified or is otherwise unacceptable to County for the provision of services under the Contract.
In addition, Contractor must notify County in writing of any change in Contractor’s status with respect to name changes that do not require an assignment of the Contract. Contractor also must notify County in writing if Contractor becomes a party to any litigation against County, or a party to litigation that may reasonably affect Contractor’s performance under the Contract, as well as any potential conflicts of interest between Contractor and County that may arise prior to or during the period of Contract performance. While Contractor must provide this information without prompting from County any time there is a change in Contractor’s name, conflict of interest or litigation status, Contractor must also provide an update to County of its status in these areas whenever requested by County.
Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with County interests. In addition to Contractor, this obligation applies to Contractor’s employees, agents, and subcontractors associated with the provision of goods and services provided under this Contract. Contractor’s efforts shall include, but not be limited to establishing rules and procedures preventing its employees, agents, and subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence County staff or elected officers in the performance of their duties.
R. FORCE MAJEURE: Contractor shall not be assessed with liquidated damages or unsatisfactory performance penalties during any delay beyond the time named for the performance of this Contract to the extent such delay is caused by any act of God, war, civil disorder, employment strike or other cause beyond Contractor’s reasonable control, provided Contractor gives written notice of the cause of the delay to County within thirty-six (36) hours of the start of the delay and Contractor avails itself of any available remedies to end the delay and minimize the effects of such delay. County may terminate this Contract by written notice to Contractor if the delay continues substantially uninterrupted for a period of five (5) business days or more.
S. CONFIDENTIALITY: All County Data shall be deemed confidential. Contractor must hold all County Data in strict confidence and must maintain the confidentiality of all County Data pursuant to all statutory laws relating to privacy and confidentiality that currently exist or exist at any time during the term of this Contract.
Contractor must not copy, reproduce, sell, transfer, or otherwise dispose of, give or disclose, such County Data to third parties other than employees, agents, or subcontractors who require the County Data for performance of this Contract and will not use such County Data for any purpose other than for performance of this Contract. In addition, Contractor must protect County Data from unauthorized use and disclosure through the observance of the same or more effective procedural requirements as are applicable to County.
This obligation applies to Contractor’s employees, agents, and subcontractors.
Contractor must immediately report to County any and all unauthorized disclosures or uses of County Data or suspected or threatened unauthorized disclosures or uses of County Data of which Contractor or Contractor’s employees, agents and/or subcontractors are aware or have knowledge or reasonable belief.
Contractor acknowledges that any unauthorized publication or disclosure of County Data to others or unauthorized use of County Data may cause immediate and irreparable harm to County. If Contractor should publish, disclose, or use such County Data without authorization, or threaten such action, County is immediately entitled to injunctive relief and any other remedies to which it is entitled under law or equity, without requiring a cure period. Contractor must, in accordance with the more specific requirements contained in Article Z, indemnify, defend, and hold County and County Indemnitees harmless from and against any and all damages, costs, liabilities, and expenses (including without limitation attorneys’ fees) relating to or arising from Contractor’s unauthorized publication, use, or disclosure of County Data.
T. COMPLIANCE WITH LAWS: Contractor represents and warrants that services to be provided under this Contract shall fully comply, at Contractor’s expense, with all standards, laws, statutes, restrictions, ordinances, requirements, and regulations (collectively “laws”), including, but not limited to those issued by County in its governmental capacity and all other laws applicable to the services at the time services are provided to and accepted by County. Contractor acknowledges that County is relying on Contractor to ensure such compliance, and pursuant to the requirements of Article Z, Contractor agrees that it shall defend, indemnify and hold County and County Indemnitees harmless from all liability, damages, costs and expenses DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 7 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors arising from or related to a violation of such laws.
U. FREIGHT: Contractor assumes full responsibility for all transportation, transportation scheduling, packing, handling, insurance, and other services associated with delivery of all products deemed necessary under this Contract.
V. SEVERABILITY: If any term, covenant, condition or provision of this Contract is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remainder of the provisions hereof shall remain in full force and effect and shall in no way be affected, impaired or invalidated thereby.
W. ATTORNEY FEES: In any action or proceeding to enforce or interpret any provision of this Contract, each Party shall bear its own attorney’s fees, costs and expenses.
X. INTERPRETATION: This Contract has been negotiated at arm’s length and between persons sophisticated and knowledgeable in the matters dealt with in this Contract. In addition, each Party has been represented by experienced and knowledgeable independent legal counsel of its own choosing or has knowingly declined to seek such counsel despite being encouraged and given the opportunity to do so. Each Party further acknowledges that it has not been influenced to any extent whatsoever in executing this Contract by any other Party hereto or by any person representing them, or both. Accordingly, any rule or law (including California Civil Code Section 1654) or legal decision that would require interpretation of any ambiguities in this Contract against the party that has drafted it is not applicable and is waived. The provisions of this Contract shall be interpreted in a reasonable manner to effect the purpose of the Parties and this Contract.
Y. EMPLOYEE ELIGIBILITY VERIFICATION: Contractor warrants that it is and it will remain in full compliance with all Federal and State statutes and regulations regarding the employment of aliens and others and that all its employees performing work under this Contract meet the citizenship or alien status requirement set forth in Federal statutes and regulations. Contractor shall obtain, from all employees performing work hereunder, all verification and other documentation of employment eligibility status required by Federal or State statutes and regulations including, but not limited to, the Immigration Reform and Control Act of 1986, 8 U.S.C. §1324 et seq., as they currently exist and as they may be hereafter amended. Contractor shall retain all such documentation for all covered employees for the period prescribed by the law. Contractor shall indemnify, defend with counsel approved in writing by County, and hold harmless, County, its agents, officers, and employees from employer sanctions and any other liability which may be assessed against Contractor or County or both in connection with any alleged violation of any Federal or State statutes or regulations pertaining to the eligibility for employment of any persons performing work under this Contract.
Z. INDEMNIFICATION: Contractor agrees to indemnify, defend with counsel approved in writing by County, and hold County, its elected and appointed officials, officers, employees, agents and those special districts and agencies which County’s Board of Supervisors acts as the governing Board (“County Indemnitees”) harmless from any claims, demands or liability of any kind or nature, including but not limited to personal injury or property damage, arising from or related to the services, products or other performance provided by Contractor pursuant to this Contract. If judgment is entered against Contractor and County by a court of competent jurisdiction because of the concurrent active negligence of County or County Indemnitees, Contractor and County agree that liability will be apportioned as determined by the court. Neither party shall request a jury apportionment.
AA. AUDITS/INSPECTIONS: Contractor agrees to permit the County’s Auditor-Controller or the Auditor-Controller’s authorized representative (including auditors from a private auditing firm hired by County) access during normal working hours to all books, accounts, records, reports, files, financial records, supporting documentation, including payroll and accounts payable/receivable records, and other papers or property of Contractor for the purpose of auditing or inspecting any aspect of performance under this Contract. The inspection and/or audit will be confined to those matters connected with the performance of the Contract including, but not limited to, the costs of administering the Contract. County will provide reasonable notice of such an audit or inspection.
County reserves the right to audit and verify Contractor’s records before final payment is made.
Contractor must maintain such records for possible audit for a minimum of three (3) years after final payment, unless a longer period of records retention is stipulated under this Contract or by law. Contractor DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 8 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors agrees to allow interviews of any employees or others who might reasonably have information related to such records. Further, Contractor must include in each subcontract a similar right to County to audit records and interview staff of any subcontractor related to performance of this Contract.
Should Contractor cease to exist as a legal entity, Contractor’s records pertaining to this Contract shall be forwarded to County’s project manager.
BB. CONTINGENCY OF FUNDS: Contractor acknowledges that funding or portions of funding for this Contract may be contingent upon state budget approval; receipt of funds from, and/or obligation of funds by, the state of California to County; and inclusion of sufficient funding for the services hereunder in the budget approved by County’s Board of Supervisors for each fiscal year covered by this Contract. If such approval, funding or appropriations are not forthcoming, or are otherwise limited, County may immediately terminate or modify this Contract without penalty.
CC. EXPENDITURE LIMIT: Contractor shall notify the County of Orange assigned Deputy Purchasing Agent in writing when the expenditures against the Contract reach seventy-five percent (75%) of the dollar limit on the Contract. County is not responsible for any expenditure overruns and will not pay for work exceeding the dollar limit on the Contract unless a change order to cover those costs has been issued.
ADDITIONAL TERMS AND CONDITIONS
1 SCOPE OF CONTRACT: This Contract, including attachment(s), specifies the contractual terms and conditions by which Contractor will provide Free-Standing Modular Furniture and Installation Services as described in Attachment A, Scope of Work, under a fixed price Contract, as set forth herein. 2 TERM OF CONTRACT: This Contract shall commence on November 15, 2022 and continue for five (5) calendar years from that date, thru November 14, 2027, unless otherwise terminated by County. This Contract is not renewable.
3 AUTHORIZATION WARRANTY: Contractor represents and warrants that the person executing this Contract on behalf of and for Contractor is an authorized agent who has actual authority to bind Contractor to each and every term, condition and obligation of this Contract and that all requirements of Contractor have been fulfilled to provide such actual authority.
4 BREACH OF CONTRACT: The failure of Contractor to comply with any of the provisions, covenants or conditions of this Contract, shall constitute a material breach of this Contract. In such event, County may, and in addition to any other remedies available at law, in equity, or otherwise specified in this Contract, do any of the following:
A. Afford Contractor written notice of the breach and ten (10) calendar days or such shorter time that may be specified in this Contract within which to cure the breach.
B. Discontinue payment to Contractor for and during the period in which Contractor is in breach and offset against any monies billed by Contractor but yet unpaid by County those monies disallowed pursuant to the breach.
C. Terminate the Contract for cause immediately without penalty pursuant to Article K, Termination. 5 CALIFORNIA PUBLIC RECORDS ACT: Contractor and County agree and acknowledge that all information and documents related to the award and performance of this Contract may be subject to disclosure pursuant to the California Public Records Act, California Government Code Section 6250 et seq. 6 CIVIL RIGHTS: Contractor attests that services provided shall be in accordance with the provisions of Title VI and Title VII of the Civil Rights Act of 1964, as amended; Section 504 of the Rehabilitation Act of 1973, as amended; the Age Discrimination Act of 1975, as amended; Title II of the Americans with Disabilities Act of 1990; and other applicable State and federal laws and regulations prohibiting discrimination on the basis of race, color, national origin, ethnic group identification, age, religion, marital status, sex or disability. 7 CONFLICT OF INTEREST: The County of Orange Board of Supervisors policy prohibits its employees from engaging in activities involving a conflict of interest. Contractor shall not, during the period of this Contract, employ any County employee for any purpose.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 9 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors 8 CONFLICT WITH EXISTING LAW: Contractor and the County agree that if any provision of this Contract is found to be illegal or unenforceable, such term or provision shall be deemed stricken and the remainder of the Contract shall remain in full force and effect. Either Party having knowledge of such term or provisions shall promptly inform the other of the presumed non-applicability of such provision. Should the offending provision go to the heart of the Contract, the Contract shall be terminated in a manner commensurate with interests of both Parties to the maximum extent reasonable. 9 CONDITIONS AFFECTING WORK: Contractor is responsible for taking all steps reasonably necessary to ascertain the nature and location of the work to be performed under this Contract and to know the general conditions which can affect the work or the cost thereof. Any failure by Contractor to do so will not relieve Contractor from responsibility for successfully performing the work without additional cost to County.
County assumes no responsibility for any understanding or representations concerning the nature, location(s) or general conditions made by any of its officers or agents during or prior to the execution of this Contract, unless such understanding or representations by County are expressly stated in the Contract and the Contract expressly provides that County assumes the responsibility. 10 CONTRACTOR BANKRUPTCY/INSOLVENCY: If Contractor is adjudged bankrupt or has a general assignment for the benefit of its creditors or if a receiver is appointed on account of Contractor’s insolvency, County may immediately terminate this Contract for cause pursuant to Article K, Termination. 11 CONTRACTOR’S EXPENSE: Contractor is responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on County sites during the performance of work and services under this Contract. County will not provide free parking for any service in the County Civic Center.
12 CONTRACTOR’S POWER AND AUTHORITY: Contractor warrants that it has the full power and authority to grant the rights herein granted and will hold County hereunder harmless from and against any loss, cost, liability and expense, including reasonable attorney fees, arising out of any breach of this warranty. Further, Contractor avers that it will not enter into any arrangement with any third party which might abridge any rights of County under this Contract.
13 CONTRACTOR’S PROJECT MANAGER: Contractor’s Project Manager, as specified in Article 32 Notices, will direct Contractor’s efforts in fulfilling Contractor’s obligations under this Contract. This Project Manager shall be subject to approval by County and shall not be changed without the written consent of County’s Project Manager, which consent shall not be unreasonably withheld. Contractor's Project Manager and key personnel shall be assigned for the duration of this Contract and shall diligently pursue all work and services to meet the project time lines.
14 COUNTY’S PROJECT MANAGER: County’s Project Manager, as specified in Article 32 Notices, will act as liaison between County and Contractor during the term of this Contract.
County’s Project Manager has the right, in its sole discretion, to require the removal and replacement of Contractor’s Project Manager and Contractor personnel from providing services to County under this Contract. County’s Project Manager shall notify Contractor in writing of such action. Contractor shall accomplish the removal of Contractor’s Project Manager and Contractor personnel within three (3) calendar days after written notice by County’s Project Manager. County’s Project Manager shall review and approve the appointment of the replacement for Contractor’s Project Manager and Contractor personnel. Said approval shall not be unreasonably withheld. County is not required to provide any information, reason or rationale in the event it requires the removal of Contractor’s Project Manager or Contractor personnel. 15 CONTRACTOR’S RECORDS: Contractor shall keep true and accurate accounts, records, books and data which shall correctly reflect the business transacted by Contractor in accordance with generally accepted accounting principles. These records shall be stored in Orange County for a period of three (3) years after final payment is received from County. Storage of records in another county will require written approval from the County of Orange DPA.
16 CONTRACTOR PERSONNEL – REFERENCE CHECKS: Contractor warrants that all persons employed to provide services under this Contract have satisfactory past work records indicating their ability to adequately perform the work under this Contract. Contractor’s employees assigned to this project must meet character DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 10 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors standards as demonstrated by background investigation and reference checks coordinated by the department issuing this Contract.
17 CONTRACTOR WORK HOURS AND SAFETY STANDARDS: Contractor shall ensure compliance with all safety and hourly requirements for employees in accordance with federal, state and County safety regulations and laws.
18 CONTRACTOR PERSONNEL – UNIFORM/BADGES/IDENTIFICATION: All Contractor’s employees shall be required to wear uniforms, badges, or other means of identification which are to be furnished by Contractor and must be worn at all times while working on County property. The assigned Deputy Purchasing Agent must be notified in writing, within seven (7) calendar days of notification of award of Contract of the uniform and/or badges and/or other identification to be worn by employees prior to beginning work and notified in writing seven (7) calendar days prior to any changes to the uniform and/or badges and/or other identification to be worn by employees.
19 COOPERATIVE CONTRACT - REGIONAL COOPERATIVE AGREEMENT (RCA): This Contract is a cooperative contract and may be utilized by all County of Orange departments. The provisions and pricing of this Contract will be extended to other governmental entities. Governmental entities wishing to use this Contract will be responsible for issuing their own purchase documents, providing for their own acceptance, and making any subsequent payments. Contractor shall be required to include in any subordinate contract entered into with another governmental entity pursuant to this Contract, a contract clause that will hold harmless the County of Orange from all claims, demands, actions or causes of actions of every kind resulting directly or indirectly, arising out of, or in any way connected with the use of this Contract. Failure to do so will be considered a material breach of this Contract and grounds for immediate Contract termination. Governmental entities are responsible for obtaining all certificates of insurance, endorsements and bonds required. The Parties agree that any other governmental entity utilizing this Contract shall not be deemed to be an agent or employee of County for any purpose whatsoever. The Contractor is responsible for providing each governmental entity a copy of this Contract upon request. The County of Orange makes no guarantee of usage by other users of this Contract.
The Contractor shall be required to maintain a list of the County of Orange departments and governmental entities using this Contract. The list shall report dollar volumes spent annually and shall be provided on an annual basis to the County, at the County’s request.
Subordinate contracts must be executed prior to the expiration or earlier termination of this Contract and may survive the expiration of this Contract up to a maximum of one year. Moreover, subordinate contracts may includes different and/or additional terms if necesssary to comply with Federal, State or other funding requirements.
20 COUNTY OF ORANGE DISABLED VETERAN BUSINESS ENTERPRISE PREFERENCE REQUIREMENTS:
Contractor certifies it is in compliance, and will remain in compliance, with County of Orange Disabled Veteran Business Enterprise Preference requirements at the time this Contract is executed. 21 COUNTY OF ORANGE LOCAL SMALL BUSINESS PREFERENCE REQUIREMENTS: Contractor certifies it is in compliance, and will remain in compliance, with County of Orange Local Small Business Preference requirements at the time this Contract is executed.
22 DATA – TITLE TO: All materials, documents, data, reports, information or other materials obtained from County data files or any County medium or furnished by or on behalf of County to Contractor in the performance of this Contract and created, generated or modified by County or by Contractor through the provision of services, including all intellectual property rights in or pertaining to the same, (“County Data”) is owned solely and exclusively by County and at all times remains the property of County. To the extent there is any uncertainty as to whether data constitutes County Data, the data in question shall be treated as County Data. Contractor acknowledges and agrees that, as between the Parties, County owns all right, title, and interest in, and all intellectual property rights in and to, all County Data. Such County Data may not be used or copied for direct or indirect use by Contractor, except as required in connection with performance of its duties under this Contract or as specifically directed by County in writing. All County Data, including copies, must be promptly returned to County upon expiration or earlier termination of this Contract.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 11 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors 23 DEBARMENT: Contractor certifies that neither Contractor nor its principles are presently debarred, proposed for debarment, declared ineligible or voluntarily excluded from participation in the transaction by any Federal department or agency. County has the right to terminate this Contract for cause pursuant to Article K, Termination, if Contractor is or becomes the subject of any debarment or pending debarment, declared ineligible or any voluntary exclusion from participation by any state or federal department or agency. 24 DEFAULT – REPROCUREMENT COSTS: In case of Contract breach by Contractor, resulting in termination by County, County may procure the goods and/or services from other sources. If the cost for those goods and/or services is higher than under this Contract, Contractor will be responsible for paying County the difference between the Contract cost and the price paid, and County may deduct this cost from any unpaid balance due Contractor. The price paid by County shall be the prevailing market price at the time such purchase is made. This is in addition to any other remedies available under this Contract and under law. 25 DRUG-FREE WORKPLACE: Contractor hereby certifies compliance with Government Code Section 8355 in matters relating to providing a drug-free workplace. Contractor shall:
A. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations, as required by Government Code Section 8355(a)(1).
B. Establish a drug-free awareness program as required by Government Code Section 8355(a)(2) to inform employees about all of the following:
i. The dangers of drug abuse in the workplace;
ii. The organization’s policy of maintaining a drug-free workplace; iii. Any available counseling, rehabilitation and employee assistance programs; and iv. Penalties that may be imposed upon employees for drug abuse violations.
C. Provide, as required by Government Code Section 8355(a)(3), that every employee who works under this Contract:
i. Will receive a copy of the company’s drug-free policy statement; and ii. Will agree to abide by the terms of the company’s statement as a condition of employment under this Contract.
D. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the Contract or both, and Contractor may be ineligible for award of any future County contracts if County determines that any of the following has occurred:
i. Contractor has made false certification, or
ii. Contractor violates the certification by failing to carry out the requirements as noted above. 26 DISPUTES – CONTRACT:
A. The Parties shall deal in good faith and attempt to resolve potential disputes informally. If the dispute concerning a question of fact arising under the terms of this Contract is not disposed of in a reasonable period of time by Contractor’s Project Manager and County’s Project Manager, such matter shall be brought to the attention of the County Purchasing Agent by way of the following process:
i. Contractor shall submit to the department assigned DPA a written demand for a final decision regarding the disposition of any dispute between the Parties arising under, related to, or involving this Contract, unless County, on its own initiative, has already rendered such a final decision.
ii. Contractor’s written demand shall be fully supported by factual information, and, if such demand involves a cost adjustment to the Contract, Contractor shall include with the demand a written statement signed by a senior official indicating that the demand is made in good faith, that the supporting data are accurate and complete, and that the amount requested accurately reflects the Contract adjustment for which Contractor believes County is liable.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 12 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors B. Pending the final resolution of any dispute arising under, related to, or involving this Contract, Contractor must diligently proceed with the provision of services under this Contract. Contractor’s failure to diligently proceed shall be considered a material breach of this Contract.
Any final decision of County shall be expressly identified as such, shall be in writing, and shall be signed by the County Purchasing Agent or his designee. If County fails to render a decision within ninety (90) calendar days after receipt of Contractor’s demand, it shall be deemed a final decision adverse to Contractor’s contentions. Nothing in this Article shall be construed as affecting County’s right to terminate the Contract for cause or for convenience as provided in Article K, Termination. 27 EMERGENCY/DECLARED DISASTER REQUIREMENTS: In the event of an emergency or if Orange County is declared a disaster area by County, state or federal government, this Contract may be subjected to unusual usage. Contractor shall service County during such an emergency or declared disaster under the same terms and conditions that apply during non-emergency/disaster conditions. The pricing in Attachment C shall apply to serving County’s needs regardless of the circumstances. If Contractor is unable to supply the goods/services under the terms of the Contract, then Contractor shall provide proof of such disruption and a copy of the invoice for the goods/services from Contractor’s supplier(s). Additional profit margin as a result of supplying goods/services during an emergency or a declared disaster shall not be permitted. In the event of an emergency or declared disaster, emergency purchase order numbers will be assigned. All applicable invoices from Contractor shall show both the emergency purchase order number and the Contract number. 28 EQUAL EMPLOYMENT OPPORTUNITY: Contractor shall comply with U.S. Executive Order 11246 entitled, “Equal Employment Opportunity”, as amended by Executive Order 11375 and as supplemented in Department of Labor regulations (41 CFR, Part 60) and applicable state of California regulations as may now exist or be amended in the future. Contractor shall not discriminate against any employee or applicant for employment on the basis of race, color, national origin, ancestry, religion, sex, marital status, political affiliation or physical or mental condition.
Regarding handicapped persons, Contractor will not discriminate against any employee or applicant for employment because of physical or mental handicap in regard to any position for which the employee or applicant for employment is qualified. Contractor agrees to provide equal opportunity to handicapped persons in employment or in advancement in employment or otherwise treat qualified handicapped individuals without discrimination based upon their physical or mental handicaps in all employment practices such as the following: employment, upgrading, promotions, transfers, recruitments, advertising, layoffs, terminations, rate of pay or other forms of compensation, and selection for training, including apprenticeship. Contractor agrees to comply with the provisions of Sections 503 and 504 of the Rehabilitation Act of 1973, as amended, pertaining to prohibition of discrimination against qualified handicapped persons in all programs and/or activities as detailed in regulations signed by the Secretary of the Department of Health and Human Services effective June 3, 1977, and found in the Federal Register, Volume 42, No. 68 dated May 4, 1977, as may now exist or be amended in the future.
Regarding Americans with disabilities, Contractor agrees to comply with applicable provisions of Title 1 of the Americans with Disabilities Act enacted in 1990 as may now exist or be amended in the future. 29 GRATUITIES: Contractor warrants that no gratuities, in the form of entertainment, gifts or otherwise, were offered or given by Contractor or any agent or representative of Contractor to any officer or employee of County with a view toward securing the Contract or securing favorable treatment with respect to any determinations concerning the performance of the Contract. For breach or violation of this warranty, County has the right to terminate the Contract, either in whole or in part, and any loss or damage sustained by County in procuring on the open market any services which Contractor agreed to supply shall be borne and paid for by Contractor. The rights and remedies of County provided in this Article are not exclusive and are in addition to any other rights and remedies provided by law or under the Contract. 30 LOBBYING: On best information and belief, Contractor certifies no federal appropriated funds have been paid or will be paid by, or on behalf of, Contractor to any person for influencing or attempting to influence an officer or employee of Congress; or an employee of a member of Congress in connection with the awarding of any federal contract, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 13 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors 31 NEWS/INFORMATION RELEASE: Contractor shall not issue any news releases or make any contact with the media in connection with either the award of this Contract or any subsequent amendment of, or effort under this Contract. Contractors must first obtain review and written consent of said news media contact from County through County DPA. Any requests for interviews or information received by the media should be referred directly to County. Contractors are not authorized to serve as a media spokesperson for County projects without first obtaining permission from County. 32 NO THIRD-PARTY BENEFICIARIES: This Contract is an agreement by and between the Parties, and neither:
(a) confers any rights upon any of the employees, agents, or contractors of either Party, or upon any other person or entity not a party hereto; or (b) precludes any actions or claims against, or rights of recovery from, any person or entity not a party hereto.
33 NOTICES: Any and all notices, request, demands and other communications contemplated, called for, permitted, or required to be given hereunder shall be in writing, except through the course of the Parties’ project managers’ routine exchange of information and cooperation during the terms of the work and services. Any written communications shall be deemed to have been duly given upon actual in-person delivery, if delivery is by direct hand, or upon delivery on the actual day of receipt or no greater than four (4) calendar days after being mailed by US certified or registered mail, return receipt requested, postage prepaid, whichever occurs first. The date of mailing shall count as the first day. All communications shall be addressed to the appropriate party at the address stated herein or such other address as the Parties hereto may designate by written notice from time to time in the manner aforesaid.
Contractor: Goforth & Marti, DBA GM Business Interiors
Attn: Steven Easley, Project Manager
1099 W. La Cadena Dr.
Riverside, CA 92501
Phone: 909-856-4974
Email: [email protected]
County: County of Orange
County Procurement Office
Attn: Sharmila Chadrasekharan
400 W. Civic Center Dr., 5th Floor,
Santa Ana, CA 92701
Phone: 714-567-7428
Email: [email protected]
34 OWNERSHIP OF DOCUMENTS: County has permanent ownership of all directly connected and derivative materials produced under this Contract by Contractor. All documents, reports and other incidental or derivative work or materials furnished hereunder shall become and remain the sole property of County and may be used by County as it may require without additional cost to County. None of the documents, reports and other incidental or derivative work or furnished materials shall be used by Contractor without the express written consent of County.
35 PREVAILING WAGE (LABOR CODE §1773):
A. THRESHOLD REQUIREMENTS FOR PREVAILING WAGES: Except for public works projects of one thousand dollars ($1,000) or less, not less than the general prevailing rate of per diem wages for work of a similar character in the locality in which the public work is performed, and not less than the general prevailing rate of per diem wages for holiday and overtime work fixed as provided in this chapter, shall be paid to all workers employed on public works.
B. WAGE RATES: Contractor shall post a copy of the wage rates at the job site and shall pay the adopted prevailing wage rates as a minimum. Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the Board of Supervisors has obtained the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contract from the Director of the Department of Industrial Relations. These rates are on file with the Clerk of the Board of Supervisors. Copies may DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 14 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors be obtained at cost at the office of County's OC Public Works/OC Facilities & Asset Management/A&E Project Management or visit the website of the Department of Industrial Relations, Prevailing Wage Unit at www.dir.ca.gov/DLSR/PWD. The Contractor shall comply with the provisions of Sections 1774, 1775, 1776 and 1813 of the Labor Code.
C. APPRENTICESHIP REQUIREMENTS: The Contractor shall comply with Section 230.1(A), California Code of Regulations as required by the Department of Industrial Relations, Division of Apprenticeship Standards by submitting DAS Form to the Joint Apprenticeship Committee of the craft or trade in the area of the site.
D. REGISTRATION OF CONTRACTOR: All contractors and subcontractors must comply with the requirements of Labor Code Section 1771.1(a), pertaining to registration of contractors pursuant to Section 1725.5. Bids cannot be accepted from unregistered contractors except as provided in Section 1771.1. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. After award of the contract, Contractor and each Subcontractor shall furnish electronic payroll records directly to the Labor Commissioner in the manner specified in Labor Code Section 1771.4.
E. PREVAILING WAGE AND DIR REQUIREMENT: Awarding agencies are not required to submit the notice of contract award through DIR’s PWC-100 system on projects that fall within the small project exemption. The small project exemption applies for all public works projects that do not exceed:
i. $25,000 for new construction, alteration, installation, demolition or repair ii. $15,000 for maintenance
If the project meets or exceeds these amounts, the County and the Contractor are required to register the project with the California Department of Industrial Relations.
F. PAYROLL RECORDS: Contractor and any Subcontractor(s) shall comply with the requirements of Labor Code Section 1776. Such compliance includes the obligation to furnish the records specified in Section 1776 directly to the Labor Commissioner in an electronic format, or other format as specified by the Commissioner, in the manner provided by Labor Code Section 1771.4.
The requirements of Labor Code Section 1776 provide, in summary:
i. Contractor and any Subcontractor(s) performing any portion of the work under this Contract shall keep an accurate record, showing the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by Contractor or any Subcontractor(s) in connection with the work. ii. Each payroll record shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following:
1. The information contained in the payroll record is true and correct.
2. The employer has complied with the requirements of Labor Code Sections 1771, 1811, and 1815 for any work performed by his or her employees in connection with the Contract. iii. The payroll records shall be certified and shall be available for inspection at the principal office of Contractor on the basis set forth in Labor Code Section 1776. iv. Contractor shall inform County of the location of the payroll records, including the street address, city and county, and shall, within five (5) working days, provide a notice of any change of location and address of the records.
v. Pursuant to Labor Code Section 1776, Contractor and any Subcontractor(s) shall have ten (10) days in which to provide a certified copy of the payroll records subsequent to receipt of a written notice requesting the records described herein. In the event that Contractor or any Subcontractor fails to comply within the ten (10) day period, he or she shall, as a penalty to County, forfeit one hundred dollars ($100), or a higher amount as provided by Section 1776, for each calendar day, DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 15 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors or portion thereof, for each worker to whom the noncompliance pertains, until strict compliance is effectuated. Contractor acknowledges that, without limitation as to other remedies of enforcement available to County, upon the request of the Division of Apprenticeship Standards or the Division of Labor Standards Enforcement of the California Department of Industrial Relations, such penalties shall be withheld from progress payments then due Contractor.
Contractor is not subject to a penalty assessment pursuant to this section due to the failure of a subcontractor to comply with this section.
vi. Contractor and any Subcontractor(s) shall comply with the provisions of Labor Code Sections 1771 et seq., and shall pay workers employed on the Contract not less than the general prevailing rates of per diem wages and holiday and overtime wages as determined by the Director of Industrial Relations. Contractor shall post a copy of these wage rates at the job site for each craft, classification, or type of worker needed in the performance of this Contract, as well as any additional job site notices required by Labor Code Section 1771.4(b). Copies of these rates are on file at the principal office of County’s representative, or may be obtained from the State Office, Department of Industrial Relations (“DIR”) or from the DIR’s website at www.dir.ca.gov. If the Contract is federally funded, Contractor and any Subcontractor(s) shall not pay less than the higher of these rates or the rates determined by the United States Department of Labor.
36 WORK HOUR PENALTY: Eight (8) hours of labor constitute a legal day's work, and forty hours constitute a legal week's work. Pursuant to Section 1813 of the Labor Code of the State of California, the Contractor shall forfeit to the County Twenty Five Dollars ($25) for each worker employed in the execution of this Contract by the Contractor or by any subcontractor for each calendar day during which such worker is required or permitted to work more than the legal day's or week's work, except that work performed by employees of said Contractor and subcontractors in excess of the legal limit shall be permitted without the foregoing penalty upon the payment of compensation to the workers for all hours worked in excess of eight (8) hours per day of not less than 1-1/2 times the basic rate of pay.
37. APPRENTICES: The Contractor acknowledges and agrees that, if this Contract involves a dollar amount greater than or a number of working days greater than that specified in Labor Code Section 1777.5, this Contract is governed by the provisions of Labor Code Section 1777.5. It shall be the responsibility of the Contractor to ensure compliance with this Article and with Labor Code Section 1777.5 for all apprenticeable occupations.
Pursuant to Labor Code Section 1777.5 if that Section applies to this Contract as indicated above, the Contractor and any subcontractors under him employing workers in any apprenticeable craft or trade in performing any work under this Contract shall apply to the applicable joint apprenticeship committee for a certificate approving the Contractor or subcontractor under the applicable apprenticeship standards and fixing the ratio of apprentices to journeymen employed in performing the work.
Pursuant to Labor Code Section 1777.5 if that Section applies to this Contract as indicated above, the Contractor and any subcontractor under him may be required to make contributions to the apprenticeship program.
38. PROMOTIONAL/ADVERTISEMENT: County owns all rights to the name, trademarks, logos and symbols of County. The use and/or reproduction of County’s name, trademark, logo and/or symbol for any purpose, including commercial advertisement, promotional purposes, announcements, displays or press releases, without County’s express prior written consent is expressly prohibited. No use or reproduction may state or imply that County endorses Contractor’s products or services.
39. PUBLICATION: No copies of sketches, schedules, written documents, computer-based data, photographs, maps or graphs, including graphic artwork, resulting from performance or prepared in connection with this Contract, are to be released by Contractor and/or anyone acting under the supervision of Contractor to any person, partnership, company, corporation, or agency, without County’s express prior written consent, except as necessary for the performance of the services of this Contract. All press contacts, including graphic display information to be published in newspapers, magazines, etc., are to be administered by County or only after County approval.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 16 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
40. REPORTS/MEETINGS: Contractor shall develop reports and any other relevant documents necessary to complete the services and requirements as set forth in this Contract. County’s Project Manager and Contractor’s Project Manager shall meet on reasonable notice to discuss Contractor’s performance and progress under this Contract. If requested, Contractor’s Project Manager and other project personnel shall attend all meetings. Contractor shall provide such information that is requested by County for the purpose of monitoring progress under this Contract.
41. SUBCONTRACTING: No performance of this Contract or any portion thereof may be subcontracted by Contractor without the express written consent of County. Any attempt by Contractor to subcontract any performance of this Contract without the express written consent of County shall be invalid and shall constitute a breach of this Contract.
In the event that Contractor is authorized by County to subcontract, this Contract shall take precedence over the terms of the Contract between Contractor and subcontractor and shall incorporate by reference the terms of this Contract. County shall look to Contractor for performance and indemnification and not deal directly with any subcontractor. All work performed by a subcontractor must meet the approval of the County of Orange.
42. TERMINATION – ORDERLY: If County terminates this Contract, Contractor may submit to County a termination claim, if applicable, after receipt of the termination notice. Contractor’s claim must be submitted promptly, but in no event later than sixty (60) calendar days from the effective date of the termination, unless one or more extensions in writing are granted by County upon written request of Contractor. County agrees to pay Contractor for all services satisfactorily performed prior to the effective date of the termination that meet the requirements of the Contract according to the compensation provision(s) contained in this Contract; provided, however, that such compensation combined with previously paid compensation must not exceed the total compensation set forth in the Contract. Upon termination or other expiration of this Contract, each Party must promptly return to the other party all papers, materials, and other properties of the other held by each for purposes of execution and performance of this Contract and transfer all assets, tangible and intangible, as may be necessary for the orderly, non-disruptive business continuation of each Party.
43. USAGE: No guarantee is given by County to Contractor regarding usage of this Contract. Usage figures, if provided, are approximate, based upon past usage. Contractor agrees to supply services requested, as needed by County, at rates/prices listed in the Contract, regardless of quantity requested.
44. USAGE REPORTS: Contractor shall submit usage reports on an annual basis to the assigned Deputy Purchasing Agent of the County of Orange user department. The usage report shall be in a format specified by the user department and shall be submitted ninety (90) calendar days prior to the expiration date of the contract term, or any subsequent renewal term, if applicable.
45. WAIVERS - CONTRACT: The failure of County in any one or more instances to insist upon strict performance of any of the terms of this Contract or to exercise any option contained herein shall not be construed as a waiver or relinquishment to any extent of the right to assert or rely upon any such terms or option on any future occasion.
46. CONTINGENT FEES: Contractor warrants that no person or selling agency has been employed or retained to solicit or secure this Contract upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, except bona fide employees of Contractor or bona fide established commercial or selling agencies maintained by Contractor for the purpose of securing business.
For breach or violation of this warranty, County has the right to immediately terminate this Contract for cause in accordance with Paragraph K, Termination, and, at its sole discretion, to deduct from the Contract price or consideration, or otherwise recover, the full amount of such commission, percentage, brokerage, or contingent fee from Contractor.
47. COST/PRICE DATA: At all times during and following the period of Contract performance, County may require Contractor to furnish such cost and pricing data as County deems necessary to assess the reasonableness of Contract pricing, including the reasonableness of changes. Contractor agrees to maintain such records for a minimum of three (3) years after final payment unless a longer period of records retention is stipulated under this Contract or by law.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 17 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
48. LICENSES AND STANDARDS: Contractor and Contractor’s staff must possess all licenses, permits, and accreditations required by the laws of the United States, the State of California, and all other governmental agencies, and such licenses must be current, and in good standing. It is the responsibility, at the expense of Contractor and Contractor’s staff, to procure and maintain all required licenses, permits, and accreditations throughout the term of the Contract.
49. TRANSPORTATION CHARGES: Prices quoted shall include transportation charges governed by the minimum rate tariff established by the Public Utilities Commission (PUC) of the state of California. Should the prices be affected by any action of the PUC, the County of Orange will, with 30 days notice and submission of proper evidence thereof by the Contractor, make the necessary price adjustment during the term of this Contract.
50. SUBSTITUTIONS: The Contractor is required to meet all specifications and requirements contained herein.
No substitutions will be accepted without prior County written approval.
51. STATE FUNDS: When and if state funds are used in whole or part to pay for the goods and/or services under this Contract, the Contractor agrees to allow the Contractor’s financial records to be audited by auditors from the State of California, the County of Orange, or a private auditing firm hired by the State or the County.
The State or County shall provide reasonable notice of such audit.
52. TAXPAYER ID NUMBER: The Contractor shall include its taxpayer ID number on all invoices submitted to the County for payment to ensure compliance with IRS requirements and to expedite payment processing.
53. ORDER DATES: Orders may be placed during the term of the Contract even if delivery may not be made until the term of the Contract. Order dates take precedence over delivery dates. The Contractor must clearly identify the order date on all invoices to County.
54. PARKING FOR DELIVERY SERVICES: The County of Orange will not provide free parking for delivery services.
55. PRECEDENCE: The Contract documents consist of this Contract and its attachments and exhibits. In the event of a conflict between or among the Contract documents, the order of precedence shall be the provisions of the main body of this Contract, i.e., those provisions set forth in the articles of this Contract, and then the exhibits and attachments.
56. PROJECT SCHEDULE: The services performed under this Contract shall be done in accordance with the approved project schedule incorporated herein which may be revised at the option of the County with the Contractor’s concurrence. The Contractor shall be responsible for schedule adherence as outlined herein.
57. DEFAULT - EQUIPMENT, SOFTWARE OR SERVICE: In the event any equipment, software or service furnished by the Contractor in the performance of this Contract should fail to conform to the specifications therein, the County may reject same, and it shall become the duty of the Contractor to reclaim and remove the items without expense to the County and to immediately replace all such rejected equipment, software or service with others conforming to such specifications, provided that should the Contractor fail, neglect or refuse to do so, the County shall have the right to purchase on the open market a corresponding quantity of any such equipment, software or service and to deduct from any monies due or that may thereafter become due to the Contractor the difference between the price specified in this Contract and the actual cost to the County.
In the event the Contractor shall fail to make prompt delivery as specified of any equipment, software or service, the same conditions as to the rights of the County to purchase on the open market and to reimbursement set forth above shall apply, except as otherwise provided in this Contract.
In the event of the cancellation of this Contract, either in whole or in part, by reason of the default or breach by the Contractor, any loss or damage sustained by the County in procuring any equipment, software or service which the Contractor agreed to supply under this Contract shall be borne and paid for by the Contractor.
The rights and remedies of the County provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under the Contract.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 18 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
58. DELIVERY LOCATION – NO LOADING DOCK: Delivery locations may not have loading docks. The Contractor is required to make all necessary arrangements for lift trucks or other means necessary to complete delivery. Inside delivery to secured facilities may be required.
59. AMERICANS WITH DISABILITIES ACT (ADA): Section 504 of the Rehabilitation Act of 1973 as amended; Title VI and VII of the Civil Rights Act of 1964 as amended; Americans with Disabilities Act, 42 USC 12101; California Code of Regulations, Title 22; California Government Code, Sections 11135 et seq; and other federal and state laws and executive orders prohibit discrimination. All programs, activities, employment opportunities, and services must be made available to all persons, including persons with disabilities.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 19 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
SIGNATURE PAGE
IN WITNESS WHEREOF, the Parties hereto have executed this Contract on the dates shown opposite their respective signatures below.
GOFORTH & MARTI, DBA GM BUSINESS INTERIORS
* If Contractor is a corporation, signatures of two (2) specific corporate officers are required as further set forth. The first corporate officer signature must be one of the following: 1) the Chairman of the Board, 2) the President or 3) any Vice President. The second corporate officer signature must be one of the following: 1) Secretary, 2) Assistant Secretary, 3) Chief Financial Officer or 4) 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 signator to bind the corporation.
Print Name Title
Signature Date
Print Name Title
Signature Date
******************************************************************************************** COUNTY OF ORANGE A political subdivision of the State of California Print Name Title
Signature Date
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA Laurinda P. Easley President
10/18/2022
Principal/Chief Operating Officer
10/18/2022
Stephen L. Easley
DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F 10/19/2022
Lara Seto DPA
County of Orange, County Procurement Office Page 20 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
ATTACHMENT A
SCOPE OF WORK
I. Introduction:
County is comprised of 22 Agencies/Departments and over 17,500 employees located throughout Orange County. County’s core businesses are public safety, public works, construction management, public health and safety, emergency management, environmental protection, regional planning, public assistance, social services and aviation
County has a need for Free-Standing Modular Furniture and Installation Services. Contractor is to provide Free-Standing Modular Furniture and Installation Services on an as needed basis and usage is not guaranteed.
County is interested in contractors capable of providing local, state and national coverage. It is County’s intent to procure the services of the most qualified firm(s). In order to ensure adequate coverage of the requirements of various using Departments throughout the Orange County, multiple contract awards will be made.
This scope of work defines the basic services required as well as some of the specific campaigns for which services will be required.
Individual subordinate contracts will be executed by participating County Departments and non-County public agencies on an as needed basis.
Contractor shall be required to meet in Orange County at County’s discretion and shall be required to manage separate contracts, as well as the ability to set-up separate accounts and invoice each County of Orange user-department separately.
II. Definitions:
A. Authorized Dealer: A furniture reseller that is authorized by a Manufacturer to distribute and/or resell their products
B. Base of Design: A specific range of manufacturer’s product, design, color, and style that is approved by the County.
C. CAD Drawing: Computer-Aided Design drawing that conveys the architectural design of the materials, processes and dimensions of the space plan. The purpose of a CAD Drawing is to ensure that all compliances are met for a project (e.g. ADA requirements, aisle space, seismic bracing, etc.).
D. Catalog/Manufacturer Retail Price List: Catalog/Retail Price list published by a furniture manufacturer.
E. Consulting/Design Services: Contractor shall conduct site visit to determine functionality and current office aesthetics, workplace productivity, design intent, ergonomics, and environmental concerns; provide layout/floor plan/CAD drawing under established budget communicating any and all cost savings methods; assist with selecting materials and finishes; create specifications and prepare preliminary and final proposal for County approval.
F. Contractor Project Manager: Verify delivery and installation schedule; process and track orders, attend meeting and oversee delivery and installation; complete punch list in a timely manner communicating any delays in writing to ensure on-time completion of furniture project.
G. County Project Manager: County department assigned project lead responsible for coordinating furniture projects.
H. D-34 Classification: Contractor’s State License Board (CSLB) requirement for Contractor and/or subcontractors to maintain valid and current licensing classification status to perform installations of prefabricated and modular office systems per the California Code of Regulations, Division 8, Title 16, Article 3. Classification. Contractor is responsible for providing a current and valid copy of the D-34 classification license prior to award and must maintain said license during the entire Contract term.
I. E-Catalog: Contractor shall have available a list of products, including description and/or photo and prices published in an electronic document form on the internet.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 21 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors J. Floorplan/Layout: A diagram, usually to scale, showing a view from above of the relationship between the physical layout of Systems and Free-Standing Modular Furniture objects with interior walls, hallways, windows and door locations.
K. Inside Delivery: Deliveries made to a building or warehouse that will be the end destination of the ordered product. If the deliveries are to be made in a secure area, the contractor will make efforts to contact the location to arrange delivery. Contractor is to dispose of all packaging from the project location.
L. Installation: Installation of Systems and Free-Standing Modular Furniture that require a D34 classification license to install products/equipment.
M. Lead Ship Time: Quantity of time between product order and product ship time from manufacturer.
N. Manufacturer’s Warranty: Preprinted written warranty published by each individual manufacturer for a particular product and specifically endorsed by manufacturer to the County.
O. New Products: Items that have not previously been incorporated into another project or facility.
P. Pre-Qualified Product Specifications: Where a specific manufacturer’s product is named as the “Basis of Design”, to establish the significant quantities related to type, function, dimension, in-service performance, physical properties, appearance, and other characteristics.
Q. Products: Items purchased using this RFP for installation on to county facilities. The term “product” includes the terms “material,” “equipment,” “systems,” and terms of similar intent.
R. Reconfiguring: To re-arrange the elements or setting of current furniture configurations to meet the changing needs of the County, which shall include consulting and design services and updated floor plan/layout/CAD drawings.
S. Showroom: Designated location where Contractor displays products for viewing and demonstration purposes.
T. Special Warranty: Written warranty required by or incorporated into this Contract, either to extend the time limit provided by manufacturer’s warranty or to provide more rights for the County.
U. Standard Range: Where specifications include the phrase “standard range of colors, patterns, textures” or similar phrase, the County will select color, pattern, or texture from manufacturer’s product line that will be determined at a later date and should not include premium items.
V. Free-Standing Modular Furniture and Installation Services: Under this Contract, Free-Standing Modular Furniture and Installation Services is defined as the efficient production, delivery and installation of furniture, related products and subsequent services that meets or exceeds all County, State and Federal requirements.
III. Contractor Requirements:
Contractor must perform all free-standing furniture, modular furniture systems and installation services to meet Cal-OSHA regulations, Department of Industry, Federal, State, and all other applicable laws and regulations, including but not limited to all fire and safety codes.
IV. Contractor’s Responsibilities:
At County’s request, Contractor shall be responsible in providing the services described below:
A. Quote Process
1. Contractor shall provide quotes on all projects and shall receive written confirmation, in a way of a Subordinate Contract or Purchase Order, prior to starting on any project.
2. Quotes for any project must be provided directly to the requesting County Departments as soon as possible or within one (1) business day from initial call/e-mail/meet.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 22 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
3. Quotes shall be coordinated and approved directly by each individual Department. All Department shall follow County Procurement Guidelines. No further approval from CPO is required.
4. All quotes submitted to County must include as minimum, but not limited to: (1) Date, (2) Department Name, (3) Requestor’s Full Name and Phone Number, (4) Details of the Project (5) Manufacturer’s current and published catalog suggested retail list price, applicable percentage discount and the County’s price, (6) Total price of Project and (7) Estimated date of delivery and completion of project.
5. All quotes shall be invoiced separately and shall be sent directly to each requesting County Department.
6. County Departments shall be responsible to submit a copy of the quote with invoice at the time of invoice payment.
7. County Departments are not required to post quotes on Online Bidding System.
B. Services
1. Services include the purchase, delivery, assembly, set-up and installation furniture’s, seating, workstations, ancillary furnishings including but not limited to offices, conference rooms, training rooms, storage, break areas, collaboration spaces, etc.
2. Damage/Insurance Claims: Responsibility for filling and handling of any insurance claims with any freight company lies with the Contractor
3. Delivery and Installation: Contractor will be responsible for coordinating all routine and complex deliveries with department County Project Manager.
4. Defective/Damaged Products/Missing Parts: Contractor shall notify County of defective/damaged/missing part products prior to delivery and place such products on re-order.
Contractor shall notify County of lead time on re-ordered products.
5. Existing Facility with Showroom: County may request to visit Contractor Showroom for viewing and demonstration of products
C. Product
1. Catalog/Manufacturer Retail Price List: Contractor shall provide catalogs and manufacturer’s retail price list at no cost to the County, as requested by County. Contractor shall provide updated catalogs that include price lists thirty (30) days in advance of being effective for County’s approval. County prefers catalogs to be available in e-catalog format. During the contract period, Contractor shall provide updated catalogs and manufacturer’s price list at no cost to County when they become available.
2. Household Furniture: Contractor shall be required to provide quotes for household furniture (i.e., sofas, chairs and ottomans) that are available by manufacturer catalog as needed.
3. Missing Parts: At County’s request, Contractor shall provide usable and good quality loaner furniture for County’s use until missing parts are received and successfully installed to the satisfaction of the County.
4. Order Size: Contractor may not require a minimum quantity and/or cost per order. Contractor agrees to supply Contract items. As needed by County, at quoted discount regardless of size or order.
5. Quality of Furniture: All products must show first class workmanship in all phases of construction and shall be free from sharp edges, paint sags, etc., must be resistant to wear and ADA Compliant or merchandise will be rejected at contractor’s expense.
6. Sample Products: The County may request that chair samples be available to requesting agencies/departments for a period of up to (30) days for evaluation purposes at no cost to the County and be picked up by the Contractor upon completion of the evaluation.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 23 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
7. Contractor must provide written instructions, demonstration video and/or virtual videoconference to show staff the use of applicable items such as adjustable seating, adjustable keyboard supports, adjustable height tables, monitor arms, etc. Contractor must also provide training to all users for all user-adjustable products at the County’s request.
D. Lead Ship Time
1. Quick Ship Program: The Contractor shall inform County Departments of available items from the various manufacturers’ quick ship program and their lead/ship time.
2. Lead Ship Time: Upon order placement, Contractor shall notify County of ship time for order placed.
3. Manufacturer/Factory Delays: Contractor shall notify County of any manufacturer/factory delays. County reserves the right to cancel orders due to manufacturer/factory delays, if it is in the best interest of the County. The County may elect to cancel order and seek equivalent product from another course. The Contractor shall be held liable for price difference and the County may seek damages.
4. Partial Shipments: Partial shipments will not be accepted by the County unless authorizes by the County Project Manager.
E. Warehouse/Storage and Inventory Services
1 Warehousing: Contractor(s) shall have the capacity to provide storage for office furniture ordered by the County when a project delay occurs. The Contractor(s) must provide warehousing at no cost to the County for a minimum of thirty (30) days. If warehousing is still required after 30 days, warehousing charges shall be billed/invoiced according to Attachment C – Fees/Pricing 2 Contractor shall offer warehouse/storage services for safekeeping of County property in a depository or guard space available in a warehouse managed by Contractor. 3 Contractor’s warehouse/storage facility shall meet all current codes, including fire and safety codes and must have a 24-hour alarm services and closed-circuit video surveillance. 4 Contractor shall either own or lease a warehouse and shall have access throughout the day. This warehouse facility must be separate from other tenants, secured and have the required fire sprinklers. This facility shall be for the storage of all County property or other goods at the request of County.
5 Contractor shall only provide warehouse/storage services at the request of authorized County Coordinators. Warehouse/storage charges shall be billed at the rates set forth in Attachment C – Fees/Pricing and if needed these shall be adjusted accordingly (Daily, weekly, etc.) 6 Contractor shall bill for warehouse/storage facility based on the fees set forth in Attachment C – Fees/Pricing.
7 Contractor shall have available a warehouse person at Contractor’s warehouse/storage facility ready to provide County Coordinator assistance when needing an inventory item report list. 8 Contractor may be required to provide an inventory list of items stored in warehouse at the request of County. A quote of how many hours must be presented and approved by County Coordinator prior to start of project.
9 Contractor shall bill for inventory services at the rates set on Attachment C – Fees/Pricing, under Warehouse person hourly rates. Time shall start upon start of inventory and be rounded to the nearest 1/4 hour. No minimum hour billing shall be allowed for inventory count. 10 County may choose to participate during an inventory count at Contractor’s warehouse facility as an observant if requested by authorized County personnel. Contractor shall designate a warehouse person to work and coordinate visit with County Coordinator. Time clock shall start when County Coordinator arrives at facility and ends when leaving facility.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 24 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors 11 Contractor shall provide inventory list within three (3) business days of initial request by County Coordinator. County reserves the right to request for an updated inventory list as needed throughout the term of this Contract.
12 Contractor’s inventory list shall include as minimum, but not be limited to: (1.) Department Name, (2.) Name and Phone Number of Requestor asking for Inventory, (3.) Date of Storage, (4.) Type of Storage (Vault, Pallet, Open Storage), (5.) Name and phone number of person asking for Inventory, (6.) Quantities for each item description, (7.) Each item description in detail, including colors, sizes (measurements) and item materials, (8.) Listing of any other small office items (connectors, fans, etc.), (9.) Total number of calendar days in storage and (10.) Storage address/location. County reserves the right to request additional information at to meet Department needs, at County Coordinator’s request.
13 Contractor shall be responsible to retrieve inventory from storage at the request of County Coordinator. When inventory is requested by County Coordinator, Contractor shall pull items no later than three (3) business days from initial request, unless other arrangements are made with County Coordinator.
F. Warranty
Contractor must provide warranty information when providing quotes for any and all products.
G. Warranty-Chairs
All seating purchased against this Contract will bear a permanent, non-removable label attached under the seat indicating the manufacturer, model number of the chair, date of manufacturer completion date, date of order and warranty at time of seating.
County reserves the right to revise, remove or add additional requirements/responsibilities.
H. Installation/Assemble
1. Installation services shall include all material tools and labor necessary for acceptance of materials from carrier at ordering departments.
2. Any damage to County property incurred by Contractor will be repaired at the Contractors’ expense and any repairs will not be accepted unless approved by County.
3. If installation is required during evening and weekend hours, at times normally considered “overtime” as provided under state law, Contractor shall provide a hourly charge and the total estimated time of completion before work is too be done.
4. Product ordered must be uncrated, assembled (as applicable) and ready for delivery.
5. Contractor shall pre-inspect furniture for quality, damages and/or completeness or order prior to scheduling delivery.
6. Contractor is responsible for the disposal of all packaging materials from products ordered by the County off and on County site.
7. Uncrating at location of delivery will not allowed unless authorized by County Project Manager in writing.
8. Furniture shall be delivered blanket wrapped, unwrapped, assembled, set in place, wiped clean of all fingerprints and function demonstrated to County Project Manager and/or designee(s).
9. Contractor shall notify County of any missing parts or manufacturer defects. County will not accept any defective products or products with missing parts.
10. Contractor will be completely responsible for all damages that may occur during delivery and installation. Factory direct shipping/delivery will not be accepted by County. Contractor shall endure delivery site is left in a clean and orderly manner after installation is complete.
11. The County will not take title until installation is complete and to the satisfaction of the County.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 25 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors I. Adjustment, Cleaning & Protection
Contractor must ensure
1. Installation in progress and adjoining materials in place must be cleaned and protected during handling and installation.
2. Contractor is responsible for ensuring the removal of any soiled spots caused by installation of furnishings.
3. All trash and debris must be removed and disposed each day of installation in an appropriate manner.
4. Upon completion, Contractor shall thoroughly clean up areas as mutually agreed with County Project Manager.
J. Reconfiguration/Re-upholstery of Existing County Furniture At a minimum, Contractor shall provide reconfiguration services for existing office furniture, which may include de-installing or reinstalling of furniture located on the same floor, between floors, or in different County buildings, but not be limited to:
1. Contractor shall conduct field study for site measurements. Identify conditions of site for obstructions of columns, switches, HVAC vents, etc., validate site condition with design and provide a drawing to County as specified per requirements and provide County with direct access to designer(s).
2. Contractor shall review drawing for completeness, accuracy, and proper application of product.
Review plan to determine quantity of each panel connection, hinge, two-way, three-way, or four-way connection.
3. Coordinate with County representative for electrical, phone and data installation, and other trades as necessary.
4. Contractor shall coordinate delivery of product to the job sites and schedule with the County representative time of installation.
5. When working on reconfiguration projects, Contractor shall have the ability to match (manufacturer, style, etc.) and purchase additional product(s) to complete the reconfiguration project faultlessly.
6. Contractor shall offer re-upholstery services to the County. If and when requested by the County, Contractor shall inspect condition of items(s) and prepare a written quote for re-upholstery to include all labor, materials, and any other fees necessary to re-upholster the items requested K. Ergonomic Products
Contractors shall offer manufacturers that provide furniture that is ergonomically adjustable and prevents injury to users of its furniture. The manufacturer shall have substantial research and resources to support ergonomics product design and provide access to information and resources for users on the adjustments of its furniture (i.e. in-house ergonomist, etc.).
L. Rebates
1. Contractor shall provide rebates to County based on Attachment C, VIII Rebates. A percentage volume rebate based on County’s Net Sales during each annual period, to be paid as a separate transaction.
2. Contractor agrees to extend rebate offers on sales completed through a third-party project, where the deliverables and services are for the County of Orange.
3. Contractor shall issue a check at the end of each year, within sixty (60) calendar days after the end of each Annual period for the term of the Contract, unless other arrangements are made between Contractor and County RCA Administrator. The check shall be payable to “County of Orange” DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 26 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors and sent to: County of Orange, County Procurement Office 400 W. Civic Center Drive, 5th Floor, Santa Ana, CA 92701.
4. Contractor shall provide an annual detailed report listing each County Department’s name, delivery orders and listing corresponding expenditures and any other additional information as required with the rebate check throughout the term of this Contract.
M. Design Services
1. For all County furniture orders, the design labor dollars required to program and development new furniture plans, furniture colors, materials and finishes, furniture specifications, and subsequent project management required to facilitate a well-managed and efficient jobsite installation will be priced separately the cost of the furniture.
2. Contractor shall provide precise electrical needs and exact number of electrical circuits required for proper operations of electrical equipment to be used within the furniture.
3. Contractor shall provide County with direct access to designer(s).
4. Contractor shall provide specific list of furniture components (including name, model, quantity and dimension) in each design(s); e.g. list of panel tiles, connectors, caps, etc. per particular workstation designs.
N. Space Planning Services
1. In the event that a qualified office furniture Contractor may offer additional design services, an hourly design rate shall be offered and negotiated with the Contractor, by the County.
2. Additional design services would include, but not be limited to feasibility studies, space plan conceptual modeling, full building finish schedules to include paint schedules, wall finishes, flooring, tile, carpeting, cove base, wall-covering, reflective ceiling plans, reconfiguration planning, move management and technology planning.
3. The qualified Contractor shall have employees that are certified interior designers with National Council for Interior Design Qualification (NCIDQ) or Certified Interior Designer Requirements (CCIDC) certifications with licenses and/or 4-year architectural degrees.
O. Special Project Management
1. Contractors shall provide project management for future Special Furniture Projects, in coordination with Contractor’s Architects identified by the County for a Building Retrofit, of which furnishings is a subset. County desires a partnership, allowing for flexibility and responsiveness during periods involving construction efforts.
2. Contractors shall be responsible for inventorying, refurbishing, designing, space-planning, moving, storing, matching, ordering, validating designs do not obstruct any items listed in Sections E and J. 1, receiving, transporting, delivering, staging, installing, and inspecting furnishings, as indicated, and as needed, throughout the duration of the specific project.
3. Contractor shall provide a dedicated project team for the duration of this project.
P. Delivery Instructions
1. There are numerous locations throughout the County that require delivery inside and outside the various County Departments. Contractor will be required to make deliveries throughout the County of Orange as required by department. Each County Department is responsible to notify Contractor of delivery locations at time of ordering.
2. Contractor shall be responsible for any parking fees. County will not provide free parking for delivery services, parking fees will not be reimbursed, and parking passes will not be issued.
3. All deliveries must be made and coordinated directly with the requesting County Department to meet the Department’s needs and hours of operation as each Department may have different service needs due to facility organization and/or hours of operation.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 27 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors Q. Contractor Support Team
1. Contractor shall provide a support team capable of handling all ordering and related customer service. Contractor guarantees that the County Procurement Office will be satisfied with the sales representation for the account and will replace anyone on the team that does not meet the approval of County Procurement Office.
2. Contractor shall maintain at contractor’s expense, a telephone answering system, which, at a minimum provides eight (8) hours per day, five (5) days per week live coverage from the hours of 8:00 a.m. to 5:00 p.m. (PST) and an email address to place all requests/orders, as well as a contact name and number for after-hours/24-hour access number for emergency orders. Any changes in Account Representative or After-Hours Account Representative shall be notified in writing to County, County Procurement Buyer listed under Articles 32-Notices.
V. Products/Systems/Modular Furniture Requirements:
A. Selection:
Selected Contractor(s) will provide systems/modular furniture that includes, but it’s not limited to:
1. Product by a major manufacturer that meets all Occupational Safety and Health Administration (OSHA) standards and regulations, all Business and Institutional Furniture Manufacturers Association (BIFMA) acceptance test levels, and all Underwriters Laboratory (UL) requirements.
2. Compliance with specific building and fire code restrictions.
3. Meet all ADA (American Disability Act)/Section 504 requirements of design for all County buildings installations.
4. Multiple options available including materials, finishes, designs, sizes, functions, etc.
5. Provide ergonomically designed systems.
6. High quality steel lateral files, shelving and storage in various widths and heights.
7. Accessories such as paper management, keyboard trays, pencil drawers and other work tools.
8. Standard and Quick Ship Lead Times
B. Products Minimum Requirements:
All Contractor’s shall clearly demonstrate how the proposal products line meets or exceeds the following requirements in their proposal.
1. Systems/Modular Furniture
i. The complete catalog of all systems/modular furniture, lines, and accessories available from the Contractor, to include all types of panel based modular componentry which can be customized to accommodate multiple workspace designs and applications. Systems should ideally include data, voice, and electrical cabling management systems within the system in a racetrack either at the top of the panel or along the bottom of the panel. All pieces of a system should be interchangeable to allow for design and remodel alterations at a future date. All electrical outlets and circuitry must be UL (Underwriters’ Laboratories) listed and CSA (Canadian Standards Association) certified. ii. This description covers office systems/modular furniture designed to provide comprehensive office furniture environments through the ability to form a variety of workstation configurations. The systems/modular furniture shall consist of connecting, structural panels with provisions for mounting a wide range of furniture components, panel supported and/or freestanding work surfaces and drawer pedestals meeting the requirements specified herein.
iii. All panels and components shall be of a design, material, and workmanship to withstand hard, daily usage over an extended life with a minimum of maintenance and repair. All panels shall stand erect and rest firmly on their bases to assure safety, good appearances, DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 28 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors and provide for a stationary work position. All panels shall be plumb and level. Panels and components shall have identical range of modularity so that they are interchangeable between workstations. The system shall be capable of being installed over finished flooring without penetration or demarcation or the use of floor fasteners so as to allow for reconfiguration without any floor patching.
iv. The Contractor shall certify that the items offered, or functionally similar items that will interface with the system offered under the Contract, shall remain available for a period of ten (10) years from date of award.
v. Contractor shall warrant their product against defects in materials and workmanship for a period of two (2) years from date of shipment.
vi. Panels offered under this description shall include acoustical and non-acoustical, safety glazed, open, tackable, electrified and non-electrified with raceways. Wire management provisions shall be field convertible from powered to non-powered. Fabric is to be mid-grade or better. vii. All panels offered shall have a maximum smoke development rating of 150 and a maximum flame spread rating of 25 when tested as specified herein. The fabric covering shall be flame resistant.
viii. Acoustical panels shall have a Noise Reduction Co-efficient (NRC) of approximately 0.85 and a Sound Transmission Class (STC) of approximately 40. 9. Panels shall be available in a variety of nominal heights and widths ranging from 28" to 80" high and 12" to 72" wide.
ix. Panel raceways shall be designed to provide distribution of electrical, data, and communications cables in one or more raceways that are an integral part of the panel. The raceway(s) shall be totally accessible from both sides of the panel through the use of covers that are hinged or operable without the use of tools.
• The electrical power distribution system shall be an integral component of the systems/modular furniture.
• All electrical system components shall be CSA approved. • Power shall be supplied from the building wiring system to the systems/modular furniture through base or ceiling feeds.
• In addition to the power distribution system, the raceway system shall be capable of containing both data and communication cabling equivalent to eight 25-pair category 5 awg (American Wire Gauge) 24 cables without interference from raceway electrical system.
x. The panel system shall be capable of connecting in a variety of configurations including connection of panels of differing heights and connection of two, three, or four panels from a single point.
xi. The system shall provide for suspending components at varying heights on both sides of the panel. The system shall provide precise alignment of adjacent panels and shall include leveling glides to compensate for uneven floors. A minimum 3/4" adjustment range is required. When placed on a level surface with the glides fully retracted the maximum distance between the panel and the floor shall be 1 inch. xii. The furniture system shall include work surfaces that are panel supported and/or freestanding. When panel supported and freestanding surfaces are offered, they shall be of similar construction and appearance and shall allow the integration of both types within a workstation.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 29 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors xiii. Top surfaces shall be high-pressure plastic laminate. The top shall be balanced to resist warping, and the underside shall be smoothly finished. Edges shall be vinyl T-molding or self-edge. When self-edging is used, the corners shall be eased. xiv. The system shall include a variety of work surface depths between 18" and 30" and widths between 30" and 72". Dimensions outside these ranges are also acceptable but shall be compatible with panel widths. The furniture system shall include drawer pedestals or individual drawer units that can form pedestals. Types may include surface mounted, freestanding and mobile pedestals. Freestanding and mobile pedestals shall be designed to allow use beneath a work surface. Finish options for drawer fronts to be metallic paint or wood veneer.
xv. Drawer types shall include pencil or personal drawers, box drawers, and file drawers. xvi. Pedestals shall be available with locks or locking devices. Units may be gang locks or may be individual drawer locks.
xvii. The furniture system shall include shelves and cabinets ranging from 2'-0" to 6'-0" widths (minimum). Cabinets shall be provided with a receding door or may be formed from a shelf and separate top and door assembly. Cabinet locks shall be available. xviii. Panel supported lateral files and file bins may be offered. Free standing lateral files specifically designed to be used beneath a work surface may be included. Panel supported lateral files and file bins may be offered. Free standing lateral files specifically designed to be used beneath a work surface may be included.
xix. The furniture systems/modular shall include task lighting. As a minimum, task lights shall be capable of mounting beneath a shelf or cabinet. Articulated arm, task lights which are panel mounted, ambient lights and under counter or panel mounted lights are also acceptable. Variable intensity or adjustable task lights are also acceptable. All lights offered shall be CSA approved. Task lights shall have individual on/off switches and shall be equipped with a diffusion lens to provide glare free light. Lights shall be shielded to prevent direct viewing of the lamp or bulb at eye level from a seated position. xx. The Contractor shall provide, as an integral part of the systems/modular furniture product line, paper management items. These items shall be used for the sorting and organization of letter, legal, ADP printout sized paper and rolled drawings "A" through "E" sheet sizes.
These items may be suspended by rails attached to the panel and/or provided as inserts to the pedestal drawers, overhead storage bins, and lateral file drawers. xxi. All dimensions, shapes, etc. illustrated are to describe the typical range of a workstation and components that the County expects to procure. Specific orders shall be placed with the Contractor for those items from his contract that will meet the actual needs of the project.
xxii. Only those components available under the Contractor's current systems/modular furniture product line shall be offered.
xxiii. The various components (work surfaces, shelves, storage drawers, etc.) shall be positioned in a task related manner within easy reach of station occupant(s). Sufficient panels shall be provided to effectively house the specified components and to facilitate the indicated tasks.
Any components not shown in the illustrations, which are needed to conform to the manufacturer's recommendations for installation shall be included. xxiv. Include complete catalogs of all case goods, furniture lines, and accessories available from the Contractor to include all types of case goods; such as freestanding conventional desks and credenzas and matching pedestals (freestanding) with various drawer and accessory configurations. Included also in this group are computer desks, stationary tables, mobile tables, occasional tables, mobile pedestals, fax/printer stands, screens, cable management devices, mobile filing cabinets, and other innovative/mobile storage cabinets. The complete catalog of all filing systems/modular, freestanding filing cabinets, equipment and DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 30 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors accessories available from the Contractor; to include all types of vertical files, lateral files, high-density storage files, freestanding pedestals, lockers, storage cabinets, and specialized storage. All products offered for this category shall be deemed of commercial grade and must meet or exceed ANSI/BIFMA standards for durability and performance. xxv. All products in the vertical, lateral, high-density storage, and pedestal products must include interlock devices (allowing only a single drawer to be open at one time, precluding the possibility of the unit becoming dis-weighted and tipping over unexpectedly), single locking mechanisms (locking all drawers and doors with one lock), and tectonic devices (to preclude the unit tipping over during earthquakes). xxvi. All products in this category must be ANSI/BIFMA rated for commercial grade performance characteristics, functionality, durability and longevity of performance.
2. Seating
i. The County requires that all seating offered on contract must have a minimum of five (5) years parts and labor warranty and (10) year minimum on all moving/stationary hard surfaces. The complete catalog of chairs and other seating available from the Contractor; to include desk and task chairs, group/conference room chairs, executive chairs. This category shall also include lounge seating, reception seating, side seating, and stacking seating. Labor is included with repairs.
• All Chairs must meet a minimum weight acceptance of 250 lb. minimum and have at least five (5) spoke base.
• All Task/Office Chair backs are to be Ratchet (no post) height adjustment, offer optional adjustment for angle and extra lumbar support. • All Task/Office Chair seat pan with depth and tilt adjustment. • All Task/Office Chair arms will have height adjustment, offer optional adjustments for adjusting away from seat pan, adjustment for forward/backward, swivel and quick disconnect from chairs.
ii. All desk/task chairs must meet or exceed OSHA program standards. Meet or exceed ANSI (American National Standards Institute) General and Office Ergonomics Standards. Meet or exceed BIFMA (Business Institutional Furniture Manufactures Association) G1-2013 Ergonomics Standards.
iii. Loaner chairs must be offered for a minimum of thirty (30) days. The chair will be brought to that particular site for the employee to sample and picked up by the Contractor upon completion of the evaluation.
VI. County Responsibilities:
A. County Departments shall be responsible for creating their own subordinate contracts against this RCA.
B. Each County Department shall appoint a County Project Manager for each project and/or service order.
C. County Departments shall be responsible for creating and amending their subordinate Contracts and add or delete facility locations or change hours of operation at a given location at any time during the term of the Contract.
D. Regarding delivery, each Subordinate Contract against this RCA will establish their location delivery and billing addresses directly with the Contractor.
E. County shall assist the Contractor in obtaining data, including system access, as needed to assist Contractor.
F. The County reserves the right to obtain competitive bids on any material or service and to utilize the data provided under this Contract relative to necessary materials and services.
G. County Project Manager shall ensure Contractor has necessary access to service locations and facilities.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 31 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors H. County shall answer questions related to various County procedures as needed.
I. County reserves the right to revise, remove or add requirements as needed.
VII. Security Requirements:
The County operates several secured facilities: most notable are several Probation, Sheriff and Airport operated sites. Contractors and their employees who perform services in these facilities will be required to strict operational policies and may be required to pass a background check for security clearance prior to their employment on a project. Each Department covered under this Contract has separate security requirements in which clearance for each Department must be met. Clearance lists are not shared between Departments.
During performance of the work, especially at detention facilities, workers shall closely monitor all tools, equipment and other materials at all times. Contractors and their employees shall have no contact verbal or physical, with any inmate of these facilities. These policies have been designed with the primary purpose of ensuring a safe and secure environment for all involved.
A. The Contractor will provide a list of all personnel/employees who will be directly performing tasks associated with the Contract. Contractor's personnel/employees providing service in a secured detention facility, a Probation facility or a Sheriff's facility, will be expected to pass two (2) separate background checks performed by the Orange County Sheriff's Department and the Orange County Probation Department. No changes shall be authorized to the approved list without a request in writing submitted by the Contractor and approved by the County Site Coordinator. At no time will unauthorized Contractor employees perform any task associated with this Contract. If this occurs, the Contractor will be notified that they have not complied with the terms of this Contract and are subject to Contract termination. The list of all Personnel/Employees working on County projects shall be submitted prior to award of this Contract.
B. Contractor shall prepare and submit a Security Clearance form to the County Site Coordinator for all persons who will be working on or who will need access to secured facilities.
C. Security Clearance forms shall be submitted at least thirty (30) days prior to the start of work or prior to the use of any person subsequent to the start of work.
D. Said Security Clearance forms shall be thoroughly and accurately complete whether submitted electronically (Sheriff) or on paper (Probation). Omissions or false statements, regardless of the nature or magnitude, may be grounds for denying clearance.
E. No person shall be employed on this work who has not received prior clearance from the Probation Department, Sheriff’s Department or John Wayne Airport.
F. The County, John Wayne Airport, the Probation Department and the Sheriff’s Department do not provide a reason clearance is denied as that is confidential.
G. The Contractor shall be responsible to sign in with the County Site Coordinator or designee, as required.
Upon arrival at any secure facility (e.g., JWA, Probation) the Contractor shall report to the Central Control Center (Control). Contractor personnel shall have no contact, either verbal or physical, with internees in secured detention facilities.
Specifically:
1. Do not give names or addresses to internees.
2. Do not receive any names or addresses from internees.
3. Do not disclose the identity of any internee to anyone outside the facility.
4. Do not give any materials to internees.
5. Do not receive any materials from internees (including materials to be passed to another individual orinternee).
*Failure to comply with these requirements is a criminal act and can result in criminal prosecution.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 32 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors H. Any Contractor personnel/employee(s) engaged in the performance of work under this Contract shall be expected to pass the screening requirements and abide by all of the security requirements set forth by the Federal Aviation Administration (FAA) and the Countyof Orange. “The Federal Aviation Administration (FAA) approved security program for John Wayne Airport requires that each person issued a John Wayne Airport security badge is made aware of his/her responsibilities regarding the privilege of access to restricted areas of the airport".
All persons within the restricted air operation areas of the airport are required to display, on their person, a JohnWayne Airport security badge, unlessthey are specifically exemptedforreasons orthey areunder escort byaproperly badge individual. Each airport employee or airport tenant employee who has been issued a John Wayne Airport security badge is responsible for challenging any individual who is not properly displaying an airport issued or approved and valid identification badge. Any person who is not properly displaying or who cannot produce a valid John Wayne Airport security badge must immediately be referred to the Sheriff’s Department Airport Detail Office for proper handling.
TheJohnWayneAirport securitybadge istheproperty oftheCounty ofOrange andmust be returned upon termination ofemployment atJohnWayneAirport. The loss of a badge shall be reported within twenty-four (24) hours to the Sheriff’s Department Airport Dispatch Center (949) 252-5000. A report shall be made before a replacement badge will be issued.
I. All vehicles parked on-site shall be locked and thoroughly secured at all times.
J. All equipment and materials shall remain in the Contractor possession at all times and shall never be left unattended. All or misplaced equipment or materials shall be reported immediately to the (a.) security staff or Control in secured detention facilities or (b.) the escort or Control in Sheriff’s facilities.
K. Personnel shall not smoke or use profanity or other inappropriate language while on-site.
L. Personnel shall not enter the facility while under the influence of alcohol, drugs or other intoxicants and shall not have such materials in their possession.
M. Personnel shall plan their activities to minimize the number of times they must enter and exit a facility, i.e. transport all equipment and materials needed for the day at the start of work and restrict all breaks to the absolute minimum.
N. Contractor’s employee(s) shall be well-disposed to the public and County staff utilizing the facilities but shall be responsive only to the requests of the County Site Coordinator unless otherwise directed and shall direct all inquiries or requests to the County Site Coordinator.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 33 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
ATTACHMENT B
PRICING AND COMPENSATION
I. COMPENSATION: This is a fixed fee Contract between County and Contractor for Free-Standing Modular Furniture and Installation Services as provided in Attachment A, Scope of Work.
Contractor agrees to accept the specified compensation as set forth in this Contract as full remuneration for performing all services and furnishing all staffing, labor, tax, shipping, freight, insurance requirements required, for any reasonably unforeseen difficulties which may arise or be encountered in the execution of the services until acceptance, for risks connected with the services, and for performance by Contractor of all its duties and obligations hereunder. Contractor shall only be compensated as set forth herein below for work performed in accordance with the Scope of Work. County has no obligation to pay any sum in excess of total Contract amount specified unless authorized by an amendment in accordance with Articles “C” – Amendments and “P” – Changes of County’s General Terms and Conditions.
II. PRICING: PAYMENT TERMS: Payment will be net thirty (30) calendar days after receipt of an invoice in a format acceptable to County. Invoices will be verified and approved by County and subject to routine processing requirements. The responsibility for providing an acceptable invoice to County for payment rests with Contractor. Incomplete or incorrect invoices are not acceptable and will be returned to Contractor for correction.
Billing shall cover services and/or goods not previously invoiced. Contractor shall reimburse County for any monies paid to Contractor for goods or services not provided or when goods or services do not meet the contract requirements.
Payments made by County shall not preclude the right of County from thereafter disputing any items or services involved or billed under this contract and shall not be construed as acceptance of any part of the goods or services.
III. INVOICE INSTRUCTIONS: Contractor shall provide an invoice on Contractor’s letterhead for goods delivered and/or services rendered. In the case of goods, Contractor must leave an invoice with each delivery. Each invoice must have a number and must include the following information:
a. Contractor’s name and address
b. Contractor’s remittance address, if different from (a), above c. Name of County department
d. Contract number must be referenced on all invoices
e. Service date(s) – Month of Service
f. Service description, including the classification time is being billed as applicable g. Contractor’s Tax Identification Number (TIN) or Employer’s Identification Number (EIN) h. Total
The responsibility for providing an acceptable invoice to County for payment rests with Contractor.
Incomplete or incorrect invoices are not acceptable and will be returned to Contractor for correction. County’s Project Manager, or designee, is responsible for approval of invoices and subsequent submittal of invoices to the Auditor-Controller for processing of payment.
*Please send invoices according to the instructions by each Department.
IV. FIRM DISCOUNT AND PRICING STRUCTURE: Contractor guarantees that prices quoted are equal to or less than prices quoted to any other local, State or Federal government entity for services of equal or lesser scope.
Contractor agrees that no price increases shall be passed along to the County du ring the term of this Contract not otherwise specified and provided for within this Contract.
V. PRICE INCREASE/DECREASES: No price increases will be permitted during the first year of the Contract. The County requires documented proof of cost increases on Contracts prior to any price adjustment. A minimum of 180-days advance notice in writing is required to request such adjustment. Any price increases require prior written approval by the County. No retroactive price adjustments will be considered. All price decreases will automatically be extended to the County of Orange. The County may enforce, negotiate, or cancel escalating DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 34 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors price Contracts or take any other action it deems appropriate, as it sees fit. The net dollar amount of profit will remain firm during the period of the Contract. Adjustments increasing the Contractor’s profit will not be allowed
VI. CONTRACTOR’S EXPENSE: The Contractor will be responsible for all costs related to photo copying, telephone communications and fax communications while on County sites during the performance of work and services under this Contract.
VII. ELECTRONIC FUNDS TRANSFER: The County of Orange offers Contractors the option of receiving payment directly to their bank account via an Electronic Fund Transfer (EFT) process in lieu of a check payment.
Payment made via EFT will also receive an Electronic Remittance Advice with the payment details via e-mail.
An email address will need to be provided to the County of Orange via an EFT Authorization Form. To request a form, please contact the DPA.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 35 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
ATTACHMENT C
ITEM LIST/FEES
I. FURNITURE
.
ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME (IN
WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
1. AO1/AO2-
Panels/Components Herman
Miller 6-8 Weeks 67.73% 67.73%
2. Burdick Group Herman
Miller 6-8 Weeks 37.33% 37.33%
3. Canvas Channel/Dock Herman
Miller 6-8 Weeks 68.27% 68.27%
4. Canvas Group Herman
Miller 6-8 Weeks 68.27% 68.27%
5. Canvas Metal Storage Herman
Miller 6-8 Weeks 68.27% 68.27%
6. Canvas Wood Storage Herman
Miller 6-8 Weeks 68.27% 68.27%
7. Canvas Office Landscape
Metal Desk Herman
Miller 6-8 Weeks 68.27% 68.27%
8. Canvas Private Office Herman
Miller 6-8 Weeks 68.27% 68.27%
9. Canvas Wall Herman
Miller 6-8 Weeks 68.27% 68.27%
10. Canvas Vista Herman
Miller 6-8 Weeks 68.27% 68.27%
11. Co/Struc Herman
Miller 6-8 Weeks 41.03% 41.03%
12. Energy Distribution Herman
Miller 6-8 Weeks 66.73% 66.73%
13. Ergo Comp Furniture Herman
Miller 6-8 Weeks 36.72% 36.72%
14. Ethospace Herman
Miller 6-8 Weeks 67.73% 67.73%
15. Generic Herman
Miller 6-8 Weeks 65.78% 65.78%
16. Healthcare Action Lab Herman
Miller 6-8 Weeks 41.03% 41.03%
17. Layout Studio Herman
Miller 6-8 Weeks 40.59% 40.59%
18. Textiles Herman
Miller 6-8 Weeks 66.33% 66.33%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 36 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME (IN
WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
19. Autostrada Knoll 6-8 Weeks 67.67% 67.67%
20. Antenna Knoll 6-8 Weeks 67.67% 67.67%
21. COT Knoll 6-8 Weeks 67.67% 67.67%
22. Currents Knoll 6-8 Weeks 67.67% 67.67%
23. Dividends Knoll 6-8 Weeks 67.67% 67.67%
24. Reff Knoll 6-8 Weeks 67.67% 67.67%
25. KBench Knoll 6-8 Weeks 67.67% 67.67%
II. FREE-STANDING/MODULAR/CASE GOODS FURNITURE
ITEM
NO SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
1. Accessories Herman
Miller 6-8 Weeks 69.23% 69.23%
2. AGL Tables Herman
Miller 6-8 Weeks 35.10% 35.10%
3. Commend Herman
Miller 6-8 Weeks 56.98% 56.98%
4. Compass Herman
Miller 6-8 Weeks 41.65% 41.65%
5. Eames Tables Herman
Miller 6-8 Weeks 63.10% 63.10%
6. Eames Stone & Outdoor
Tables
Herman
Miller 6-8 Weeks 47.45% 47.45%
7. Everywhere Herman
Miller 6-8 Weeks 62.48% 62.48%
8. Headway Tables Herman
Miller 6-8 Weeks 62.21% 62.21%
9. Healthcare Carts Herman
Miller 6-8 Weeks 5.84% 5.84%
10. Healthcare Casework Herman
Miller 6-8 Weeks 35.29% 35.29%
11. Innovative Products Herman
Miller 6-8 Weeks 36.72% 36.72%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 37 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
12. International Collection Herman
Miller 6-8 Weeks 44.69% 44.69%
13. Intersect Portfolio Herman
Miller 6-8 Weeks 43.69% 43.69%
14. Lighting Herman
Miller 6-8 Weeks 67.23% 67.23%
15. Modern Classics Herman
Miller 6-8 Weeks 39.79% 39.79%
16. Mora Herman
Miller 6-8 Weeks 46.15% 46.15%
17. Motia Herman
Miller 6-8 Weeks 60.33% 60.33%
18. Nelson Basic Cabinet
Series
Herman
Miller 6-8 Weeks 35.10% 35.10%
19. Nelson Lighting Herman
Miller 6-8 Weeks 37.10% 37.10%
20. Nelson Tables Herman
Miller 6-8 Weeks 37.10% 37.10%
21. Nevi Link Height Adj
Bench Nevi Sit to Stand
Tables
Herman
Miller 6-8 Weeks 58.95% 58.95%
22. Nevi Sit to Stand Tables Herman
Miller 6-8 Weeks 58.95% 58.95%
23. OE1 Boundary Herman
Miller 6-8 Weeks 56.27% 56.27%
24. OE1 Micro Packs Herman
Miller 6-8 Weeks 58.42% 58.42%
25. OE1 Storage Herman
Miller 6-8 Weeks 56.27% 56.27%
26. OE1 Tables & Benching Herman
Miller 6-8 Weeks 58.42% 58.42%
27. Overlay Herman
Miller 6-8 Weeks 42.45% 42.45%
28. Plex Herman
Miller 6-8 Weeks 35.80% 35.80%
29. Prospect Herman
Miller 6-8 Weeks 46.45% 46.45%
30. Public Herman
Miller 6-8 Weeks 44.69% 44.69%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 38 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
31. Q Tables Herman
Miller 6-8 Weeks 55.96% 55.96%
32. Renew Link Herman
Miller 6-8 Weeks 62.30% 62.30%
33. Renew Tables Herman
Miller 6-8 Weeks 62.30% 62.30%
34. Islands Knoll 6-8 Weeks 49.23% 49.23%
35. K Base Knoll 6-8 Weeks 67.17% 67.17%
36. K Screen Knoll 6-8 Weeks 68.52% 68.52%
37. K Stand Knoll 6-8 Weeks 66.52% 66.52%
38. Knoll Extra Knoll 6-8 Weeks 53.76% 53.76%
39. Knoll Studio Knoll 6-8 Weeks 46.69% 46.69%
40. Muuto Knoll 6-8 Weeks 18.71% 18.71%
41. Pixel Tables Knoll 6-8 Weeks 49.49% 49.49%
42. Propeller Knoll 6-8 Weeks 48.34% 48.34%
43. Rockwell Unscripted Knoll 6-8 Weeks 46.73% 46.73%
44. Template Knoll 6-8 Weeks 67.52% 67.52%
45. Tone Knoll 6-8 Weeks 68.52% 68.52%
46. All Bernhardt 12-14 Weeks 34.19% 34.19%
47. All BRC 12-14 Weeks 57.96% 57.96%
48. All Coalesse 12-14 Weeks 37.72% 37.72%
49. All Creative
Wood 12-14 Weeks 35.84% 35.84%
50. All Deskmakers 8-10 Weeks 52.44% 52.44%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 39 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
51. All Enwork 8-10 Weeks 56.74% 56.74%
52. All ERG 8-10 Weeks 40.12% 40.12%
53. All Falcon
Products 8-10 Weeks 38.59% 38.59%
54. All Forms &
Surfaces 12-14 Weeks Quote Quote
55. All Fulbright 8-10 Weeks 43.55% 43.55%
56. Casegoods, Tables, Seating Geiger 12-14 Weeks 39.58% 39.58%
57. Axon, Domino Geiger 12-14 Weeks 32.22% 32.22%
58. All Global
Furniture 8-10 Weeks 40.79% 40.79%
59. All Halcon 12-14 Weeks 29.49% 29.49%
60. Casegoods & Tables Haskell 12-14 Weeks 33.79% 33.79%
61. Lateral-Verticals HBF 12-14 Weeks 33.79% 33.79%
62. Systems/Peds Hon 6-8 Weeks 47.36% 47.36%
63. All Hon 6-8 Weeks 47.36% 47.36%
64. All Hon 6-8 Weeks 47.36% 47.36%
65. All In2Design 8-10 Weeks 39.92% 39.92%
66. All Janus et Cie 12-14 Weeks 40.79% 40.79%
67. All Kannoa 12-14 Weeks Quote Quote
68. All Krug 8-10 Weeks 43.55% 43.55%
69. All Landscape
Forms 12-14 Weeks Quote Quote
70. All Malik 12-14 Weeks 34.79% 34.79%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 40 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
71. All Maverick 6-8 Weeks 48.53% 48.53%
72. All National 8-10 Weeks 52.36% 52.36%
73. All Naughtone 8-10 Weeks 40.10% 40.10%
74. All Nemschoff 8-10 Weeks 44.10% 44.10%
75. All Neocase 12-14 Weeks 32.79% 32.79%
76. All Nevers 12-14 Weeks 42.10% 42.10%
77. All Nevins 12-14 Weeks 42.35% 42.35%
78. All Nienkamper 12-14 Weeks 40.79% 40.79%
79. All Nucraft 12-14 Weeks 43.55% 43.55%
80. All OFS 8-10 Weeks 50.62% 50.62%
81. All Prismatique 12-14 Weeks 33.79% 33.79%
82. All Sauder 12-14 Weeks 33.79% 33.79%
83. All Smart Desks 12-14 Weeks 33.79% 33.79%
84. All SmartSpace 12-14 Weeks 40.79% 40.79%
85. All Surface
Works 12-14 Weeks 41.08% 41.08%
86. All Three H 12-14 Weeks 49.56% 49.56%
87. All Tropitone 12-14 Weeks Quote Quote
88. All Versteel 8-10 Weeks 39.69% 39.69%
89. All Virco 8-10 Weeks 49.81% 49.81%
90. All Vitra 8-10 Weeks 33.72% 33.72%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 41 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO. SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
91. All Watson 12-14 Weeks 44.74% 44.74%
92. All WCI
Outdoor 12-14 Weeks 40.79% 40.79%
93. All
West Coast
Industries
WCI
12-14 Weeks 38.04% 38.04%
94. All
West Coast
Industries
WCI
12-14 Weeks 38.04% 38.04%
III. FILING/FILING SYSTEMS FURNITURE
ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
1. C-Style Overhead Herman
Miller 6-8 Weeks 64.28% 64.28%
2. Keys/Locks Herman
Miller 6-8 Weeks 68.23% 68.23%
3. Meridian Towers Herman
Miller 6-8 Weeks 48.60% 48.60%
4. Meridian Laterals Herman
Miller 6-8 Weeks 52.47% 52.47%
5. Meridian Pedestals Herman
Miller 6-8 Weeks 48.60% 48.60%
6. Meridian Storage
Cases/Bookcases
Herman
Miller 6-8 Weeks 48.60% 48.60%
7. Meridian Unity Lateral File Herman
Miller 6-8 Weeks 48.60% 48.60%
8. Quadrant Storage Towers Herman
Miller 6-8 Weeks 55.96% 55.96%
9. Tu Laterals Herman
Miller 6-8 Weeks 60.89% 60.89%
10. Tu Pedestals Herman
Miller 6-8 Weeks 60.89% 60.89%
11. Tu Storage Herman
Miller 6-8 Weeks 60.89% 60.89%
12. Tu Towers Herman
Miller 6-8 Weeks 60.89% 60.89%
13. Tu Wood Cases Herman
Miller 6-8 Weeks 60.89% 60.89%
14. Tu Wood Credenzas Herman
Miller 6-8 Weeks 60.89% 60.89%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 42 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
15. Tu Wood Cubbies Herman
Miller 6-8 Weeks 60.89% 60.89%
16. Tu Wood Laterals Herman
Miller 6-8 Weeks 60.89% 60.89%
17. Tu Wood Peds Herman
Miller 6-8 Weeks 60.89% 60.89%
18. Tu Wood Towers Herman
Miller 6-8 Weeks 60.89% 60.89%
19. Anchor Knoll 6-8 Weeks 68.02% 68.02%
20. Calibre Knoll 6-8 Weeks 57.60% 57.60%
21. Quoin Knoll 6-8 Weeks 68.02% 68.02%
22. All Aurora 8-10 Weeks 27.65% 27.65%
23. All Fire-King 8-10 Weeks 40.79% 40.79%
24. All Korden 8-10 Weeks 43.55% 43.55%
25. All Lyon
Workspace 8-10 Weeks 9.25% 9.25%
26. All Magnuson
Group 12-14 Weeks 26.65% 26.65%
27. All Marathon 12-14 Weeks Quote Quote
28. All McMurray
Stern 12-14 Weeks Quote Quote
29. All Memo 12-14 Weeks 37.60% 37.60%
30. All MergeWork
s
12-14 Weeks 40.79% 40.79%
31. All RichardsWil
scox- 12-14 Weeks 38.92% 38.92%
32. All Spacesaver 12-14 Weeks Quote Quote
33. All SpaceStor 12-14 Weeks 40.79% 40.79%
34. All Western
Pacific 12-14 Weeks 40.79% 40.79%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 43 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors IV. SEATING FURNITURE
ITEM
NO SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
1. Aeron Chairs Herman
Miller 6-8 Weeks 50.26% 50.26%
2. American Leather Herman
Miller 6-8 Weeks 35.10% 35.10%
3. Aside Herman
Miller 6-8 Weeks 47.65% 47.65%
4. Caper Herman
Miller 6-8 Weeks 47.87% 47.87%
5. ColourFrom Sofa Group Herman
Miller 8-10 Weeks 35.10% 35.10%
6. Cosm Herman
Miller 6-8 Weeks 48.65% 48.65%
7. Eames Molded Plastic &
Wire
Herman
Miller 8-10 Weeks 40.29% 40.29%
8. Eames Aluminum Herman
Miller 8-10 Weeks 37.60% 37.60%
9. Eames Lounge & Classical Herman
Miller 8-10 Weeks 37.33% 37.33%
10. Eames Tandem Herman
Miller 8-10 Weeks 37.30% 37.30%
11. Embody Herman
Miller 6-8 Weeks 46.81% 46.81%
12. Goetz Sofa Herman
Miller 8-10 Weeks 34.80% 34.80%
13. Hay Herman
Miller 8-10 Weeks 43.24% 43.24%
14. Keyn Herman
Miller 6-8 Weeks 42.63% 42.63%
15. Limerick Herman
Miller 6-8 Weeks 44.92% 44.92%
16. Lino Herman
Miller 6-8 Weeks 47.42% 47.42%
17. Magis Herman
Miller 6-8 Weeks 37.72% 37.72%
18. Mirra 2 Herman
Miller 6-8 Weeks 50.02% 50.02%
19. Naughtone Herman
Miller 8-10 Weeks 40.10% 40.10%
20. Portrait Herman
Miller 6-8 Weeks 33.62% 33.62%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 44 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
21. Pronta Herman
Miller 6-8 Weeks 45.92% 45.92%
22. Sayl Herman
Miller 6-8 Weeks 48.65% 48.65%
23. Setu Herman
Miller 6-8 Weeks 46.81% 46.81%
24. Stools Herman
Miller 6-8 Weeks 35.80% 35.80%
25. Striad Herman
Miller 8-10 Weeks 37.60% 37.60%
26. Swoop Herman
Miller 8-10 Weeks 40.44% 40.44%
27. Valor Herman
Miller 6-8 Weeks 43.10% 43.10%
28. Verus Herman
Miller 6-8 Weeks 48.65% 48.65%
29. Whisk Herman
Miller 6-8 Weeks 43.10% 43.10%
30. Chadwick Knoll 6-8 Weeks 56.41% 56.41%
31. Generation Knoll 6-8 Weeks 56.41% 56.41%
32. Life Knoll 6-8 Weeks 56.41% 56.41%
33. ReGeneration Knoll 6-8 Weeks 56.41% 56.41%
34. Remix Knoll 6-8 Weeks 56.41% 56.41%
35. Toboggan Knoll 6-8 Weeks 56.41% 56.41%
36. K. Lounge Knoll 8-10 Weeks 50.23% 50.23%
37. K.Task Knoll 6-8 Weeks 50.49% 50.49%
38. Ollo Knoll 6-8 Weeks 51.58% 51.58%
39. MultiGen Knoll 6-8 Weeks 53.58% 53.58%
40. Moment Knoll 6-8 Weeks 51.49% 51.49%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 45 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
41. All 9 to 5
Seating 6-8 Weeks 51.46% 51.46%
42. All Aceray 12-14 Weeks 33.79% 33.79%
43. All Allermuir 8-10 Weeks 37.55% 37.55%
44. All Allseating 6-8 Weeks 48.99% 48.99%
45. All American
Seating 8-10 Weeks 39.79% 39.79%
46. All Arcadia 8-10 Weeks 47.71% 47.71%
47. All Arconas 12-14 Weeks 40.98% 40.98%
48. All Borgo 12-14 Weeks 33.79% 33.79%
49. All Cab Deco 12-14 Weeks 26.65% 26.65%
50. All Cabot
Wrenn 12-14 Weeks 33.79% 33.79%
51. All Campbell
Contract 12-14 Weeks 33.79% 33.79%
52. All Cape
Contract 12-14 Weeks 33.79% 33.79%
53. All Carolina 8-10 Weeks 49.91% 49.91%
54. All Cramer 12-14 Weeks 40.79% 40.79%
55. All Cumberland 12-14 Weeks 33.79% 33.79%
56. All Dauphin 12-14 Weeks 37.94% 37.94%
57. All Davis 12-14 Weeks 34.79% 34.79%
58. All Dedon 12-14 Weeks Quote Quote
59. All ECD 12-14 Weeks 54.06% 54.06%
60. All Encore 8-10 Weeks 53.22% 53.22%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 46 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
61. All Faustino’s 6-8 Weeks 46.92% 46.92%
62. All H Contract 12-14 Weeks 33.79% 33.79%
63. All Hightower 12-14 Weeks 27.65% 27.65%
64. Seating Hon 6-8 Weeks 47.36% 47.36%
65. Seating Humanscale 6-8 Weeks 51.72% 51.72%
66. Side Seating Humanscale 6-8 Weeks 43.72% 43.72%
67. All JSI 8-10 Weeks 39.92% 39.92%
68. All Kusch Co 8-10 Weeks 33.79% 33.79%
69. All La Z Boy 8-10 Weeks 36.94% 36.94%
70. All Leland 12-14 Weeks 33.79% 33.79%
71. All Lesro 8-10 Weeks 41.92% 41.92%
72. All Martin
Brattrud 12-14 Weeks 36.39% 36.39%
73. All Nemschoff 8-10 Weeks 44.10% 44.10%
74. All Norix 12-14 Weeks 32.79% 32.79%
75. All OCI-Sitwell 8-10 Weeks 47.39% 47.39%
76. All Office
Master 8-10 Weeks 38.79% 38.79%
78. All RFM
Seating 8-10 Weeks 49.37% 49.37%
79. All Sandler 8-10 Weeks 35.29% 35.29%
80. All Segis 8-10 Weeks 35.29% 35.29%
81. All Sit On It 6-8 Weeks 51.12% 51.12%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 47 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
82. All Sitmatic 6-8 Weeks 47.92% 47.92%
83. All Source
International 8-10 Weeks 40.10% 40.10%
84. All Spec
Furniture 8-10 Weeks 36.79% 36.79%
85. All Stylex 8-10 Weeks 35.29% 35.29%
86. All Tenjam 12-14 Weeks 40.79% 40.79%
87. All Tuohy 12-14 Weeks 35.21% 35.21%
88. All Via 6-8 Weeks 49.39% 49.39%
89. All Westin-Nielsen 12-14 Weeks 33.79% 33.79%
90. All Wieland 12-14 Weeks 38.79% 38.79%
91. All Zoom 12-14 Weeks 45.45% 45.45%
V. LIBRARY/LOBBY AND OTHER FURNITURE
ITEM
NO SERIES BRAND
ESTIMATED
DELIVERY
TIME (IN
WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
1. Exclave Performance
Gear
Herman
Miller 6-8 Weeks 44.50% 44.50%
2. Formwork Herman
Miller 6-8 Weeks 43.69% 43.69%
3. Intent Herman
Miller 6-8 Weeks 44.92% 44.92%
4. Objects Herman
Miller 6-8 Weeks 35.10% 35.10%
5. All Agati 8-10 Weeks 27.65% 27.65%
6. All APCO
Signage 8-10 Weeks Quote Quote
7. All Appenx 6-8 Weeks 44.52% 44.52%
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 48 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO SERIES BRAND
ESTIMATED
DELIVERY
TIME (IN
WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
8. All Art Design
Resources 6-8 Weeks Quote Quote
9. All BuzziSpace 8-10 Weeks 29.65% 29.65%
10. All Claridge 8-10 Weeks 30.92% 30.92%
11. All Clarus 8-10 Weeks 24.79% 24.79%
12. All Connectrac 6-8 Weeks 13.10% 13.10%
13. All Egan Visual 6-8 Weeks 27.79% 27.79%
14. All Environamics 8-10 Weeks Quote Quote
15. All Framery 8-10 Weeks Quote Quote
16. All Frasch
Acoustical 8-10 Weeks 49.16% 49.16%
17. All Games for
Fun 8-10 Weeks Quote Quote
18. All Ghent 6-8 Weeks 40.79% 40.79%
19. All GMBI
DIV13DIRTT 6-8 Weeks Quote Quote
20. All Great
American Art 8-10 Weeks Quote Quote
21. All Gressco 12-14 Weeks Quote Quote
22. Task Lights Humanscale 6-8 Weeks 55.14% 55.14%
23. All Keilhauer 12-14 Weeks 40.79% 40.79%
24. All Kimball 8-10 Weeks 44.96% 44.96%
25. All Koncept
Lighting 6-8 Weeks 40.79% 40.79%
26. All Krueger Intl
KI 6-8 Weeks 38.04% 38.04%
27. All Lawrence
Metal 6-8 Weeks 15.38% 15.38%
28. All Lencore 6-8 Weeks Quote Quote
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 49 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO SERIES BRAND
ESTIMATED
DELIVERY
TIME (IN
WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
29. All LightCorp 6-8 Weeks 45.32% 45.32%
30. All Loftwall 6-8 Weeks 36.51% 36.51%
31. All Nook 6-8 Weeks Quote Quote
32. All Oscar
Industries 6-8 Weeks Quote Quote
33. All Peter Pepper 6-8 Weeks 35.79% 35.79%
34. All Safco 6-8 Weeks 39.72% 39.72%
35. All Starin 6-8 Weeks Quote Quote
36. All Take Form 6-8 Weeks 9.11% 9.11%
37. All Tate Access
Floors 6-8 Weeks Quote Quote
38. All Tuuci 8-10 Weeks 33.79% 33.79%
VI. ERGONOMIC FURNITURE
.
ITEM
NO SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
1. Thrive Global Herman
Miller 6-8 Weeks 53.28% 53.28%
2. Thrive Portfolio Herman
Miller 6-8 Weeks 50.83% 50.83%
3. Thrive Portfolio CBS Herman
Miller 6-8 Weeks 50.83% 50.83%
4. All GMBI
Elevate 3-4 Weeks 64.25% 64.25%
5. All ESI 6-8 Weeks 51.83% 51.83%
6. Cable Management Humanscale 6-8 Weeks 54.59% 54.59%
7. CPU Holders Humanscale 6-8 Weeks 62.32% 62.32%
8. Ergo Accessories Humanscale 6-8 Weeks 56.25% 56.25%
9. HA Counterbalance Humanscale 6-8 Weeks 47.41% 47.41% DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 50 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors ITEM
NO
SERIES BRAND
ESTIMATED
DELIVERY
TIME
(IN WEEKS)
DISCOUNT
OFF LIST
QUICK SHIP
OFF LIST
10. HA Electric Humanscale 6-8 Weeks 56.93% 56.93%
11. HA Worktable Electric Humanscale 6-8 Weeks 54.04% 54.04%
12. Keyboard Tray Systems Humanscale 6-8 Weeks 60.66% 60.66%
13. Monitor Arms & Access
Rails Humanscale 6-8 Weeks 63.40% 63.40%
14. Sit/Stand Portable Humanscale 6-8 Weeks 40.79% 40.79%
15. Tech Products Humanscale 6-8 Weeks 54.04% 54.04%
16. All Ideas At
Work 6-8 Weeks 54.01% 54.01%
17. All Right Angle
Products 6-8 Weeks 42.85% 42.85%
18. All Workrite 6-8 Weeks 45.63% 45.63%
VII. ADDITIONAL/SPECIAL SERVICES PRICES BELOW
A. Reconfiguration and Labor Charges:
*Charge for reconfiguring any manufacturer’s furniture at the request of the County or in storage including installation and disassemble of furniture. The labor cost shall be billed separate from Design Services and Project Management charges. Express in dollar per hour charge. INCLUDE PREVAILING WAGES
REGULAR HOURS
MONDAY - FRIDAY
8:00 AM TO 5:00 PM
(PST)
AFTER HOURS
MONDAY - FRIDAY
5:01 PM - 7:59 AM
(PST)
SATURDAY
ALL DAY
SUNDAY &
HOLIDAYS
ALL DAY
PREVAILING
WAGE PER
HOUR
$49.00 $59.00 $59.00 $69.00
NON-PREVAILING
WAGE PER
HOUR
$43.00 $53.00 $53.00 $63.00
*This shall only apply when reconfiguring existing County furniture.
B. Design Services: Design charge for the purchase of new furniture or reconfigured furniture. Express in dollars per hour charge. INCLUDE PREVAILING WAGES
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 51 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
REGULAR HOURS
MONDAY - FRIDAY
8:00 AM TO 5:00 PM
(PST)
AFTER HOURS
MONDAY - FRIDAY
5:01 PM - 7:59 AM
(PST)
SATURDAY
ALL DAY
SUNDAY &
HOLIDAYS
ALL DAY
PREVAILING
WAGE PER
HOUR
$55.00 $55.00 $55.00 $55.00
REGULAR HOURS
MONDAY – FRIDAY
8:00 AM TO 5:00 PM
(PST)
AFTER HOURS
MONDAY - FRIDAY
5:01 PM - 7:59 AM
(PST)
SATURDAY
ALL DAY
SUNDAY &
HOLIDAYS
ALL DAY
NON-PREVAILING
WAGE PER
HOUR
$55.00 $55.00 $55.00 $55.00
C. Space Planning: Charge for space planning including any architectural designing and blueprinting.
Expressed in dollars per hour per charge. INCLUDE PREVAILING WAGES
REGULAR HOURS
MONDAY - FRIDAY
8:00 AM TO 5:00 PM
(PST)
AFTER HOURS
MONDAY - FRIDAY
5:01 PM - 7:59 AM
(PST)
SATURDAY
ALL DAY
SUNDAY &
HOLIDAYS
ALL DAY
PREVAILING
WAGE PER
HOUR
$75.00 $75.00 $75.00 $75.00
NON-PREVAILING
WAGE PER
HOUR
$75.00 $75.00 $75.00 $75.00
D. Special Project Management: Charge for managing a special project, including but not limited to Planning, Expediting, Installing, and Inventorying.
REGULAR HOURS
MONDAY - FRIDAY
8:00 AM TO 5:00
PM (PST)
AFTER HOURS
MONDAY - FRIDAY
5:01 PM - 7:59 AM
(PST)
SATURDAY
ALL DAY
SUNDAY &
HOLIDAYS
ALL DAY
PREVAILING
WAGE PER
HOUR
$75.00 $75.00 $75.00 $95.00
NON-PREVAILING
WAGE PER
HOUR
$75.00 $75.00 $75.00 $95.00
E. Warehouse Cost: Contractor is to provide warehousing at no additional cost to County for a minimum of thirty (30) days. If warehousing is still required after 30 days, Contractor shall list warehousing cost per day, per vault, per pallet, or per square foot.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 52 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors F. Additional Product/Services
At the request of Agency/Department(s), Contractor shall submit a written quote for requested goods/services, to include but not be limited to:
1. Express Shipping *
2. Other Custom Related Services
*Delivery shall be coordinated between requesting department(s) and Contractor.
VIII. REBATES
Contractor shall provide rebates based on the breakdown listed below on an annual basis throughout the term of this Contract. Reference Attachment A - Scope of Work, Section IV – Contractor’s Responsibilities, # L – Rebates.
ITEM
NO
AGGREGATE TOTAL REBATE %
1. Purchases from $1.00 to $999,999.99 1.00%
2. Purchases exceeding $1,000,000.00 2.00%
3. Purchases exceeding $2,00,000.00 3.00%
4. Purchases exceeding $3,500,000.00 or more 4.00%
Herman Miller will provide rebates based on the breakdown listed below to the County on an annual basis upon County purchases of Herman Miller products. This rebate is not for Knoll or other MillerKnoll owned product brands, only Herman Miller products.
ITEM
NO
AGGREGATE TOTAL REBATE %
2. Purchases of Herman Miller exceeding $1,000,000.00 1.00%
3. Purchases of Herman Miller exceeding $2,500,000.00 3.00%
4. Purchases of Herman Miller exceeding $4,000,000.00
or more
5.00%
IX. MISCELLANEOUS
Contractor shall provide a quote for items not listed under Attachment A, Scope of Work shall not to exceed $1,000.00 per item.
WAREHOUSING FEES
(AFTER 30-DAYS)
PER DAY, PER VAULT, PER PALLET,
PER SQUARE “FT”
WAREHOUSEMAN
HOURLY RATE
(AFTER 30-DAYS)
$95.00 PER BAY 12 X 4 X 6=288 CU
FT $39.00
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 53 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors Miscellaneous items not listed in the Contract, may be purchased off this Contract. Contractor will provide requesting department with quote and process order once the County department has authorized the order in writing.
Prices shall include all costs, but not limited to, overhead, all necessary labor, transportation, freight, delivery and/or shipping/handling fees, fuel/fuel surcharges, mileage, storage, self-imposed fees and any other costs necessary to provide the item/s requested.
In addition to the commodity requirements and all other terms and conditions provided herein, Contractor shall satisfy the following billing/invoicing procedures for miscellaneous items not named specifically on this attachment. Failure to follow these procedures fully may delay payment of miscellaneous items.
A. An authorized County Department staff member will contact the Contractor to obtain a written quote for any items needed that are not listed above or are of a different quantity than specified.
B. An authorized County Department staff must obtain a quote for items on the Contract if purchased in different quantities than listed on the Contract.
C. Contractor to include all charges in the quote including but not limited to; initial set-up fees and/or color matching fees, rush charges (if applicable) and shipping charges.
D. If the authorized County Department staff member finds the quote satisfactory, the authorized staff member will sign the quote and email or fax it back to the vendor authorizing the purchase. The Contractor under no circumstance shall release or deliver any miscellaneous items without a written quote signed by an authorized County Department staff member, in their possession.
E. Contractor must attach with the invoice a copy of the matching quote with the authorized County Department staff member signature.
F. The agency/department shall certify on the invoice that the prices are per the signed quote.
DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F County of Orange, County Procurement Office Page 54 of 54 RCA 017-22010154 Free-Standing Modular Furniture and Installation Services File No:2266501 Goforth & Marti DBA GM Business Interiors
ATTACHMENT D
SUBCONTRACTOR(S)
Listed below are subcontractor(s) anticipated to perform services specified in Attachment A. Deletion, substitution, or addition of subcontractor(s) in any given project function shall be allowed only with prior written approval of the County Project Manager Corporate Name
& Corporate
Address
Local Office
Address*
Contact
Name &
Telephone
Number
Project
Function
(Division of
Work/Trade)
Contractor
License
Number
DIR
Registration
Number
DBE
If Yes, enter
DBE
Certification
Number
SBA
If Yes, enter DUNNS
Certification Number
Age of
Firm
(Years)
NA
(* If more than one local address, please use a separate sheet) DocuSign Envelope ID: F0100256-2999-424D-8676-06B36091D7FA DocuSign Envelope ID: C85A965C-77E9-470E-9773-855060B0892F G|M Business Interiors | 5950 Nancy Ridge Drive | San Diego, CA 92121 | 2021 September 2nd, 2022
County of Orange
CEO/County Procurement Office
1300 S. Grand Ave
Santa Ana, CA 92705
RFP#017-2266501-SC
Attn: Sharmila Chadrasekharan
Dear Mr. Stewart & Ms. Savant,
G|M Business Interiors considers it an honor to be considered again for the County of Orange Systems & Free-Standing Modular Furniture and Installation Service Contract. As a current contract holder for the past 5 years, we have been very fortunate to partner with most of your departments on creating cost effective and higher performing workspaces to support your valuable team members within the County.
We believe there are six key reasons G|M has been and will continue to be a valued partner to the County of Orange:
x Past Performance: G|M has been completing projects for the County of Orange for the past 15 years. As a contract holder for the past 5, G|M has supported many departments by helping the County capitalize on their investment in Herman Miller products with great service and a product that can grow and change with the County’s needs.
Highlighted by the County of Orange Super Block project (1,633 workstations), there has not been a project too big or too small for us to support with our County Micro-Teams. We’ve included testimonials from a variety of G|M clients that will attest to our overall performance and executional capabilities. x Vertically Integrated: G|M prides itself on being one of the only 100% vertically integrated dealerships in California.
All employees involved with the County of Orange are G|M Employees from our lead Account Executives to all of our Installation and Service Team members. This benefits the County tremendously by having team members with experience and knowledge not only in our industry, but with the County facilities to complete the job right and fast. x Ability to Support: G|M will have (4) full Micro-Teams implemented to support the County Orange contract. In addition, we have our fully functioning Showroom & Distribution Center located in Irvine with the ability to support the County with our Client Services team and independent fleet of Service vehicles. x Experience: G|M has supported all vertical markets in Southern California since becoming a Herman Miller dealer in 1989. But if one market had to stand out over the years, it would be Local Government. Working with countless Cities and (4) major Counties in SoCal, we have the experience to support you. G|M has had contracts with County of Riverside & County of San Bernardino for over 30 years and with County of Orange & County of San Diego over the past 5. Separating support by our departments has been critical to that success and we know the format and structure not just to place orders for you, but provide service to your existing purchase to ensure you get the return on investment you desire.
x Rebate: G|M is providing tiered rebates as our previous contract as shown on page 57. A new addition for this contract is Herman Miller is now offering rebates of 1%, 3% and 5% on Herman Miller branded product only based on purchases as shown on page 58. If the County purchased $4,000,000 of Herman Miller product, you will receive a $200,000 rebate at the end of the contract year.
1 G|M Business Interiors | 9750 Irvine Blvd | Irvine, CA 92618 | 2019 x More Choice: As you can see from our current contract, we are able to bring hundreds of options of choice to the County Departments by all the manufacturers we can provide on contract. Now we have added a major addition by being able to provide Knoll & it’s aligned brands. This is a differentiator from 5 years ago and only an added benefit to the County of Orange.
Our overall approach is this; we want to continue to “Elevate your Workplace” TM, not to just supply equipment. It continues to be our goal and mission to deliver our expertise regarding ergonomics, sustainability, workplace knowledge, and on-going daily services to truly be a partner of value to support the County of Orange. Being a local, minority-Woman Owned business located in Irvine, we take great pride in the partnership we’ve created and look forward to the great things we can accomplish together in the years ahead! We very much appreciate the opportunity to continue our partnership with the County of Orange.
Lauri Easley Jason Stierl Stephen L. Easley
President | CEO Corporate Vice President Principal | COO 2 County of Orange, County Procurement Office Page 2 of 74 RFP No. 017-2266501-SC Free-Standing Modular Furniture and Installation Services File No: 2266501 Cover Page 5(48(67)25352326$/
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*If 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. If Respondent’s officer holds dual title, Respondent’s officer must sign this instrument twice; each time indicating his or her office title, 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. 5(78517+,66+((7:,7+<285 5(63216(
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3 1 of 5
Date: August 29, 2022
TO ALL RESPONDENTS
This addendum forms part of the Request for Proposal (RFP) documents and in case of a conflict between specifications and this addendum; the addendum shall govern.
The following changes and clarifications shall be made to the RFP documents:
CHANGES:
1. Section I., Introduction and Instruction to Respondents, II. Proposed Time Schedule, RFP Closing Date has been amended in its entirety as follows:
DATE ACTION
09/12/2022 RFP Closing Date and Time – 2:00 PM Pacific Time
2. Section I, V. Evaluation Process and Criteria, #1. Written Total Points Table has been amended and replaced in its entirety as follows:
Written Total Points: 1,000
CRITERIA DESCRIPTION MAX
POINTS
I. Qualification and Related Experience/Technical Expertise 300 II. Key Personnel/Proposed Staffing 100
III. Ability to Perform Services 200
IV. Organization/Completeness of Response 150
V. Degree of Compliance with the County Model Contract 150 VI. Cost Proposal - Discounts off List 50
VII. Cost Proposal - Rebate Percentage 50
3. A fully revised Part 3, Respondent’s Proposal, has been attached and incorporated herein.
4. Attachment D, Subcontractor(s) shall be added to the Model Contact of the RFP incorporated attached and incorporated herein.
5. Section III, Model Contract, Article 37 “Price Increase/Decrease” has been deleted.
ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED.
ACKNOWLEDGEMENT: THIS ADDENDUM MUST BE SIGNED AND SUBMITTED WITH YOUR PROPOSAL. PLEASE INSERT IN YOUR PROPOSAL RESPONSE REQUIREMENTS, PART 1- COMPLIANCE STATEMENTS, FOLLOWING THE COVER LETTER.
Addendum #3
to
RFP-017-2266501-SC
Free-Standing Modular
Furniture and Installation
Services
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16 County of Orange, County Procurement Office Page 20 of 74 RFP No. 017-2266501-SC Free-Standing Modular Furniture and Installation Services File No:2266501 Section II: Response Requirements PART 2:
COMPANY PROFILE &REFERENCES
(COMPLETE THIS FORM AND SUBMIT AS PART 2 OF PROPOSAL)
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 for accounts payable:
Telephone Number: (___) Facsimile Number: (___)
Email Address:
Name of Project Manager:
Telephone Number: (___) Facsimile Number: (___)
Goforth & Marti DBA: G|M Business Interiors
Corporation
110 W. A Street, Suite 140, San Diego CA 92101
www.gmbi.net
800 686-6583 951 684-0837
77 years 15 years in San Diego, 20 years
in Riverside, 2 years in Irvine
D
D California
95-2091271 00-960-8555
Monday through Friday, 8am to 5pm
8am to 5pm
Julie Face
800 686-6583 951 684-0837
[email protected]
800 686-6583 951 684-0837
619 894-3202 951 684-0837
Mailing Address: 1099 W La Cadena Drive
Riverside, CA 92501
Bobby Dillon
17 County of Orange, County Procurement Office Page 21 of 74 RFP No. 017-2266501-SC Free-Standing Modular Furniture and Installation Services File No:2266501 Section II: Response Requirements Email Address:
In the event of an emergency or declared disaster, the following information is required:
Name of contact during non-business hours:
Telephone Number: (___) Facsimile Number: (___)
Email Address: Cell or Pager Number:
Rocky Caldera
800 686-6583 951 684-0837
[email protected] (909) 856-5007
[email protected]
18 County of Orange, County Procurement Office Page 22 of 74 RFP No. 017-2266501-SC Free-Standing Modular Furniture and Installation Services File No:2266501 Section II: Response Requirements PART 2:
COMPANY PROFILE &REFERENCES (CONTINUED)
(COMPLETE THIS FORM AND SUBMIT AS PART 2 OF PROPOSAL)
REFERENCES: Submit the company names, addresses, telephone numbers, contact names, contract effective dates, contract amount, and brief contract descriptions of at least three (3) clients (preferably three different clients) for whom comparable projects with similar scope of work to this RFP have been completed or submit letters from your references which include the requested information. These references must be verifiable. **Cannot be from the County of Orange or more than one from the same entity** Company Name: Telephone Number:
Contact Name(s): Email:
Address:
Contract Effective Dates: Contract Amount:
Brief Contract Description:
Company Name: Telephone Number:
Contact Name(s): Email:
Address:
Contract Effective Dates: Contract Amount:
Brief Contract Description:
Contract Effective Dates: Contract Amount:
Brief Contract Description:
Number of projects the Prime has completed in Orange County _____________________ -R\FH2OVHQ MR\FHROVHQ#EGFRP
Becton, Dickinson & Co (BD)
3750 Torrey View Ct, San Diego, CA 92130
County of San Bernardino (909) 387-2060
Leo Gomez and/or Cody Leslie [email protected]
777 E. Rialto Avenue, San Bernardino, CA 92415
1993 $133,764,938.00
2012 $16,177.908.00
Office furniture, systems furniture, medical specialty furniture, ancillary items, DIRTT, seating, storage & filing, design services, space planning, reconfigure services, delivery & installation services.
Office furniture, systems furniture, medical specialty furniture, ancillary items, DIRTT, seating, storage & filing, design services, space planning, reconfigure services, delivery & installation services. seating, storage & filing, design services, space planning, reconfigure services, delivery & installation services.
Office furniture, systems furniture, medical specialty furniture, ancillary items, DIRTT, Company Name: City of Riverside Telephone Number: (951) 826-5927 Contact Name(s): Christina Guerrero Email: [email protected] Address: 3900 Main Street, Riverside, CA 92522
1998 $16,251,765.00
213
19 Testimonial Company
I am pleased to submit this commendation letter for G/M Business Interiors (G/M) I have had the pleasure of working with the G/M Team for over 10 years on dozens of large projects for several large Counties, including Orange County and Riverside County. Repeatedly, G/M has proven to be a great resource for any type of interior (and sometimes exterior) furnishing project. Besides their product lines being top notch, reliable and backed by an outstanding warranty policy, their Team is their greatest resource. They are always very professional and have, at many times, gone out of their way to make sure that all details, even the smallest of details that none of our staff noticed during the scoping phase, are addressed and handled promptly.
I have found it a privilege to work with many members of the G/M team. Within that team, it’s worth noting that one of G/M’s Executive Account Managers, Ms. Clarissa White has been exceptionally outstanding to work with. Despite dealing with some large and complex projects with unique circumstances on scope, budget and schedule etc., every single project I’ve worked with Ms. White on, she has happily extended me the same outstanding service level and professionalism that I have experienced with G/M over the past 10 years.
Beyond G/M’s ability to understand our needs, vision, and expectations, we are typically provided with comprehensive diagrams, samples, and suggestions by their team of professional design experts. In addition to their expertise, they have always been very flexible and willing to work around our typical 24/7 business model and collaborate seamlessly with our Architectural-Engineering and Contractor teams on projects. This collaboration has led to many projects’ successful and timely completion, with furnishings typically being the final and crowning jewel of most of those renovation projects.
G/M’s team of installers are extremely courteous, professional and ready for the job every time.
As with most big projects, minor change requests inevitably come up from end-users and some adjustments need be made, in those scenarios, G/M’s staff becomes instrumental in our success by providing solutions, and personally overseeing the entire furnishing process from start to finish. In our last major renovation project, G/M’s communication was consistent, detailed, and professional. Their team removed all outgoing furniture, installed all of the offices’ new furniture and cubicles’ workstations quickly and with no interruption to our day-to-day business operations.
G/M’s continual ability to deliver products and services at a very high level is why we continue to entrust their team with the design, procurement and installation of furnishings on large projects as the Riverside Sheriff’s Office (RSO) has on the furnishing of our newest Sheriff’s station, the Lake Mathews Station which is expected to open early 2023.
During a recent visit to one G/M’s Showrooms, I noticed the following quote from G/M’s President, Mr. Steven Easley written on one of the walls in the office. ‘Greatness requires a passionate team who trust, love and respect one another while embracing their game plan. Our caring G/M Team Members make the difference, always going above and beyond, raising the bar’
The quote helped shed light on how G/M’s leadership is able to develop and ensure a culture of greatness that customers like RSO can benefit from. I appreciate the great services provided by G/M and we will continue to use them when they are able to meet our ongoing workspace needs.
Kind Regards,
Remon Tadrous
Riverside County Sheriff's
Department
20 Testimonial Company
I am writing this letter to recommend the services of Goforth & Marti to you. During the past 25 years our organization has been working with Goforth & Marti on numerous different kinds of projects. The company offers high quality services. We can say that we have always been satisfied by their work. One of the multi-million-dollar projects we worked on pointed out the concern for quality and attention to detail that the company has. From the systems furniture designs in addition to the furniture’s functional role, Goforth & Marti has been able to provide us with product and a workplace for our employees to enjoy for many, many years. Overall, we are deeply grateful to Steve Easley and the entire Goforth & Marti team for all the outstanding work they have provided over the years to our community, clients and staff.
I highly recommend Goforth & Marti Business Interiors
Regards,
Sean Lowe
RivCoDCSS (Riverside County
Department of Child Support
Services)
I am a fiscal specialist as County of San Bernardino Probation and work closely with G/M.
Our department has over 15 locations and G/M has done everything from full new furniture design and builds to daily ergo appointments and always comes thru for us as the partner we can count on.
G/M well deserves our referral
Thanks
Nicholas Ornelas
County of San Bernardino
Probation
I want to express my thanks to you and everyone involved in this project.
Your whole team worked so hard on this project for us for months! I am so grateful to have such a great working relationship with the G/M staff. I have said this many times before, I am always impressed at the level of professionalism G/M staff has and the willingness to do your absolute BEST.
I want to let you know that when I met the whole Homicide team at the location to show them their new work space, they were all absolutely flabbergasted! What G/M did for Homicide was beyond anything they expected. I wish I could have taken a picture of their faces as they walked through their new work space. It was like looking a young children on Christmas morning! Pure happiness.
Respectfully,
Priscilla Luis
San Bernardino County Sheriff’s
Department
I am 1000% pleased…From the initial design process, the quick and efficient purchasing process, and the professional and friendly install, G|M indeed elevated our workplace.
The materials are beautiful and everyone involved in the project has been so helpful.
I’m always happy to work with you and your team.
Thanks for everything!
Vanessa Nash
Riverside County Sheriff’s
Department
21 Testimonial Company
I manage Facilities projects from the Fleet Installation, Engineering, & Logistics Department (FIELD) at NAVWAR and want to express my appreciation for three GMBI employees that provided extraordinary support to my projects in FY21.
FY21 was a difficult year with COVID and resulting supply chain issues across the board. I have never experienced anything like it. Herman Miller was scrambling to get new furniture delivered on time, and on my end we had 5 jobs that needed new furniture installed and costed by 9/30.
Your folks set the bar high. I’ve been managing Facilities project for almost four years and have yet to deal with anyone more professional and easier to work with than the current GMBI team.
The easy communication, prompt responses, and high competence levels makes my life easier and I appreciate you guys and all you do for us. There was an incredible amount of goodwill created in FY21 by the actions of Andrew, Samantha, and Bryan.
Thank you!
Gary Swaggerty
NAVWAR
I would like to take a moment to compliment your team on our move. We were scheduled for bright and early at 7:30 a.m. on 9/16/2021. When I arrived at 7:28, your team was already there with a smile on their faces and ready to tackle the job at hand. They asked great questions, were careful with our items and very organized. What I really appreciated was their helpful attitude and desire to be a tight team. They worked together in ways that remind me of a pit crew on a racing team. Organized, helpful and
communicative. These men were serious about their job while friendly with each other and myself. It is rare to see a group of gentlemen so kind and thoughtful to not just the customer but also with each other.
Respectfully,
Charlene M. Hood
County of Riverside
I would like to express my deepest thanks for you and your team work, it has been a fantastic job and I can't thank your team for the effort it has put into our project.
Your installation team went above and beyond , they made all the last minutes changes I asked for with smiley faces and they were more than amazing. I enjoyed working with each one of them.
The installer team leaders were awesome and I really can’t thank them enough for all the hard work and for all for the added items they made it happen for me. Your efforts were much appreciated.
Please feel free to contact me if you have any further questions.
Thanks & Best Regards
Marian Michael
County of San Bernardino,
Project Management Division
I just wanted to thank all of you for an outstanding job welcoming people back to campus, today and over the past several months. It hasn’t gone unnoticed! Your support of our employees and urgency to get things done has been outstanding and much appreciated by me, and our leadership. It is a pleasure to work with you and your teams, every day.
Please pass this along to the teams that have worked throughout the Reintegration and share my gratitude.
Again, much appreciated!
Michele C. Borunda, CFM
San Diego Gas & Electric
22 Testimonial Company
As we finish today we are Majority Complete with Furniture at LLUMC CTP!!! Here are some stats:
• There are 1,487 rooms with Furniture
• The Building is 16 Stories Tall and 1 Million SF
• We spent $5,607,719.56 with GMBI
• We started the Anchored Clinical Products in August 2020 and the Main Furniture deliveries
on January 4th 2021. That’s 60 straight days!!!
• We received at least 1 semi-truck delivery per day, often times two and one day we received 3!
I’d like to give a BIG shout out to the Entire GM Team – all of you worked so hard through all of this…Thank You for your support, your attention to detail and your major efforts in getting this job done. Thank you.
Victoria Dalton, CID, EDAC
Loma Linda University Hospital
Children’s Tower
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30 1 of 5
PART 3:
RESPONDENT’S PROPOSAL
(COMPLETE THIS SECTION AND SUBMIT AS PART 3 IN THE THIRD SECTION OF PROPOSAL) I. QUALIFICATION AND RELATED EXPERIENCE/TECHNICALEXPERTISE This section of the Proposal 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, workload, 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 of Scope of Services have been satisfied.
A. Respondent shall provide brief profile of the firm, including the name, a brief history, description of your firm, types of services offered.
1. The year founded
With humble roots dating back to 1944, G|M Business Interiors first got its start as a small office equipment supplier in San Bernardino, CA. Arrowhead Office Equipment was a one-stop-shop for customers office equipment needs.
2. Form of the organization (corporation, partnership, sole proprietorship) In April 1960, the business was incorporated as Goforth & Marti. In 1987, it was purchased by William F. Easley.
In 1989, William’s son, Stephen L Easley, noticed a serious need for a more passionate, educated, and professional office furniture dealer in the project delivery ecosystem. He envisioned an organization that embraced design and that could better serve clients by creating excellent projects and controlling all steps of the service process with in-house professionally trained team members. Steve joined the firm as President, and the Contract Interiors division was re-named G|M Business Interiors, a division of Goforth & Marti, also becoming a Herman Miller dealership.
3. Number of employees
G|M currently employs (260) team members, (55) service vehicles, (4) major warehouses and (5) locations, comprising over 115,000 sq ft in Southern California. We have demonstrated our ability to distribute products throughout Southern California for over 30 years under current ownership.
4. Size and location of offices
In 2003, G|M Business Interiors expanded and relocated its operation from San Bernardino to Riverside, opening a new 36,000 sq ft facility. Four years later, G|M opened an additional showroom in downtown San Diego and a warehouse in Sorrento Valley. This was followed by two expansions of the San Diego Showroom as well as a 40,000 square foot Client Experience Center in Sorrento Valley. In 2018, a new member was welcomed to the G|M family, DIV13, a DIRTT partner. DIV13’s mission to create custom prefabricated interior spaces is harmonious with G|M’s mission to create exciting workspaces that promote happiness, health, and higher performance. In 2020, G|M Business Interiors continues expanding throughout the Southern California market and has opened a new 47,000 sq ft location in Irvine, CA and another 18,000 sq ft. distribution center in Vista, CA.
5. Staff and technical capabilities and the type of services that the Respondent is qualified to perform, including any discipline where the Respondent has special expertise.
G|M has an extensive history with public agencies, municipalities, and non-profit organizations. Our first public sector contracts were established in 1991 working with County of Riverside and County of San Bernardino along with the Federal Government of the United States. Since, G|M has become recognized as the largest government dealer in the nation for Herman Miller. We have worked with almost every county, city, and Federal agency in Southern CA.
Physical locations:
CEC Client Experience Center (40,000 sq ft)
Warehouse
5950 Nancy Ridge Drive
Suite 300
San Diego, CA 92121
G|M San Diego Showroom (13,250 sq ft)
110 West A Street (110 Plaza Building)
Suites 140 + 150 + 225
San Diego, CA 92101
G|M Distribution Center (18,000 sq ft)
1359 Keystone Way
Vista, CA 92081
G|M Riverside (37,000 sq ft)
1099 West La Cadena Drive
Riverside, CA 92501
G|M Irvine (47,000 sq ft)
9750 Irvine Blvd
Suite 108
Irvine, CA 92618
31 2 of 5
In addition to County contracts, G|M has its own Federal Government contracts and possesses an extremely high past performance record. Being a Federal Contractor, we are held to the highest of standards not only for performance but for diversity in the workplace.
G|M’s Federal Tax ID Number is 95-2091271, we are registered with the Department of Industrial Relations and our DIR ID Number is 1000001979, we also have Business Licenses for many cities and counties in Southern California and copies can be provided at any time per request.
G|M possesses Contractors State License# 944352 with C-61 and D-34 Classifications. This license expires 03/31/2018.
G|M uses 55 service vehicles that employ several technologies for tracking and safety including Teletrac and Lytx software. These vehicles are US DOT registered (CA# 0176269, US DOT# 1076152) as required and utilize safety equipment and processes.
All G|M vehicle delivery drivers carry G|M smartphones and/or tablets and are able to communicate with all G|M team members.
G|M only offers products which are HCAI, ANSI and BIFMA certified to limit the County of Orange product liability and safety concerns. Note: often times a County Supervisor may ask why he cannot buy a $299 leather chair from a big box store and the operative answer is those low-priced items are intended for minimal home/residential use and are not graded nor have they passed ANSI/BIFMA testing for commercial grade use. If a County employee were to be injured on a non-compliant product, the County could be found liable. Many website purchased items fall under this issue. Buyers should beware any products not authorized through County Purchasing under contract.
We employ several software systems to develop a furniture layout and product specifications.
CET
AutoDesk: AutoCAD
Revit Architecture from AutoDesk
3ds Studio Max
CAP 20/20
6. Describe the Respondent’s experience in performing work of a similar nature to that solicited in this RFP.
The County of Orange departments are currently managed by (4) G|M MicroTeams. These dedicated teams have supported the county in striving to be a high-quality model government agency that delivers services to the community in ways that demonstrate; excellence, leadership, stewardship, and Innovation for the past 7 years.
Each MicroTeam includes an Account Manager who is your one point of contact. Your Account Manager is responsible for your overall happiness with our team and leads their Job Captain (JC), Designer, Project Manager (PM), and Punchlist & Customer Service Manager to project success. Your Account Manager is responsible for communicating your needs & goals to everyone at G|M and ensuring that resources are deployed to accomplish those goals.
Our MicroTeams organize weekly meetings to maintain a high level of daily communication to discuss their progress on projects.
Our software enables everyone in the Company to track design work orders, quotation progress and orders that have been placed.
Alerts are programmed to go out to notify the team of critical order checkpoints such as acknowledgement checks and that product has been received into the warehouse. Project Managers assist the MicroTeam with all orders that are (10) workstations equivalent or more.
Communication within the MicroTeam is supported by the JC receiving their Account Manager’s e-mails. This ensures responsiveness to you even if your Account Executive is in a meeting. The rest of your team includes our Information Technology Integrator, who will ensure all computer programs, such as e-Asset are integrated into our system for you. Our Scheduling Manager will handle all order distribution and scheduling and our Customer Service Specialist will handle warranty items, punchlist completion and service requests.
Additionally, we currently employ 45 individuals (companywide) who possess a minimum of a four-year interior design or architectural degree. Our design team members work in a variety of departments as a team to achieve exceptional results.
As one of the top contract furniture dealerships in the region with locations in Riverside, San Diego and Irvine, G|M serves more than 10 Southern California Counties and countless organizations seeking a business partner that will aide them in elevating their workplace
7. Describe Respondent’s availability to perform requested services on County projects. Include experience with other governmental agencies in California.
As previously stated, G|M has held County government contracts since 1991 starting with County of Riverside. In these last 31 years, G|M has been fortunate to be the primary vendor of choice for many counties, cities and federal agencies and have gained immeasurable experience working with every department within these organizations. This experience is invaluable but also teaches us that while many function similarly, no two are the same and should never be treated in a cookie cutter fashion. G|M has been a contract holder for County of Orange for the past 5 years.
Respondent(s) shall narrate the services Respondent is proposing, in bullet form, in the order listed below.
Required Services:
8. Assembly and Installation Services
G|M is vertically integrated, employing G|M trained team members we manage our responsiveness, workload, and the quality of our services. Our G|M Promise includes the premise of service excellence by thinking like our client and utilizing our vertical integration to custom tailor services for each individual client. G|M goes above and beyond in providing outstanding services by scheduling installers who are experienced on your project and providing continuity by scheduling those same installers on your next project. This helps our clients save time and money through efficiency. We provide exceptional installation services, G|M punch-list stickers, key boxes, wood kits for wood desking, vacuuming and clean furniture that is leveled, fully set-up and polished. 32 3 of 5
We recycle all waste and keep our jobsites neat, orderly, and clean.
G|M has always understood that our true purpose is to do what it takes to help our clients create the workplace they deserve.
Great, all-encompassing service is paramount to attaining these goals. We believe that we must first walk in your shoes to truly understand your needs before we can think like you. We take great pride in doing our absolute best to happily provide all services our clients need, including:
Furniture Planning and Specification for Office, Clinical and Educational Environments Project Management for all Local Projects which are defined by complex orders and or client needs that include (10) or more office/workstations in concert or workstations that require electrical planning.
Furniture Assembly and Installation
Move Projects Large and Small, Adds and Changes of any brand of furniture Reconfigurations of any brand of systems furniture
Refurbishment, Refinishing and Re-Upholstery
Re-Use of Client’s Assets, e-Asset Management, Furniture Warehousing and Long-term Storage Modular Wall System Installation
High Density Filing Systems and Specialized Storage
Flooring Specification
Wallcoverings
Window Coverings and Cubical Curtains
Wayfinding/Signage
Project Accessories Planning such as Sound Masking, Clock Systems, Planters, Magazine Racks, Coat Hooks, Visual Communications, Lighting and Display Cases
Artwork Services
9. Design Services
Being vertically integrated, G|M employs a team of 30 Designers that we call our Workplace Excellence (WE) Team. These in-house designers, almost all with (4) year design degrees are ready to serve. Our We Team embraces the first part of our G|M Promise which is to “Elevate the Workplace”. Each WE Team member is trained to not only specify furniture and electronically place it in drawings but to challenge the status quo and ensure the design will solve the problems our clients face: creating a workplace that creates happiness, is healthy, and allows our clients to be higher performing. Happiness comes from less disruptions, having a place for everything you need and fostering better communication and support. Health is derived from the understanding and application of ergonomic principles in the work environment from using the correctly adjusted seating, to work surfaces that are properly height positioned for keyboarding to handedness, reach and vision. Higher performance comes from successfully addressing all workplace departmental and individual logistics, work adjacencies addressed and minimizing the sheer effort required to travel and communicate about the office.
10. Space Planning Services
G|M: Workplace Excellence Team Design and Specification Process:
Discovery: This phase may be defined through consultation, in which case a WE team member, and the Account Executive will meet with the client to discuss and identify the vision, mission, goals and criteria for the project as it pertains to each department within the facility. During the discovery sessions we will identify the workstyles, collaborative needs, tools associated with each role and understand the activities workers engage in throughout the day to move work forward. Through our understanding of the space needs, workstyles, and ratio of collaborative to individual work we can develop designs for supportive work settings. The G|M Electronic Customer Questionnaires may also be developed, administered, and dispersed to different departments and their staff to amass and evaluate space requirements for workstation typical development if so desired by the client. This phase will also include site documentation: field measurement and identification of all existing conditions such as electrical outlets, light switches, thermostats, sill heights, ceiling heights and all site conditions.
Design Development: The information gathered during discovery will be applied to develop circulation diagrams, setting diagrams, furniture space plans, color scheme concepts, and material options to be presented and reviewed by the client.
Revisions to the design will be made based on client feedback until all elements are approved and designed through scale drawings, material samples, renderings, and mockups as required.
Interior Design and Furniture Standards: Upon completion of design development, drawings will include panel heights, widths, electrical base in-feed locations, outlets, work surfaces, components, finish locations (fabrics, paints, and carpets), 3D drawings and 3D renderings from multiple views illustrating all work settings with the approved color scheme applied. An accurate Bill of Materials of all furniture/design components will be derived directly from the final drawings and finish selections to develop cost estimates.
Beyond the bill of materials, product masters will be developed to illustrate the furniture standards (manufacturer, fabric and finish, department, and location within the facility) for the project and will be used by all parties in conjunction with final drawings, renderings, and all required environmental compliance documentation to exhibit the design intent.
The documents will serve as reference for all future furniture order “add on” or reconfigures. Product Masters will be printed for client sign off. All project information will be provided in printed and electronic format.
Reconfigures and Future Furniture Orders: AutoCAD drawing files and inventory of existing furniture will be updated as each reconfigure/add on occurs. All future furniture orders will be specified according to the bill of materials developed in the previous phase to maintain standards for future growth and flexibility.
Practices, Codes, and Methods: Furniture space plans will be circumspectly designed to at least meet minimum clearances, exiting requirements, occupancy loads, and seismic provisions. Drawings will be reviewed carefully by the G|M Workplace Excellence Manager and Quality Control Leader to ensure, design and specification accuracy as well as compliance with all codes and regulations that apply.
11. Special Project Management
Your Project Manager will become a valued part of your project team and will attend construction meetings, double check all field measurements, mark for special electrical locations and coordinate all jobsite activities with GM & any trade partners supporting the County of Orange.
12. Product/System Furniture
We provide a full range of products and services to support the entire office landscape. We represent over 500 furniture manufacturers that fulfill needs surrounding all areas of your office, our main line for systems furniture being Herman Miller and Knoll.
Herman Miller and Knoll offer the most varied portfolio of workstation platforms to support the broadest possible range of work 33 4 of 5
activities. Many of the furniture, storage, work surface, table, and work tool products are designed to be incorporated functionally and aesthetically into several of our systems product lines.
Compatible fabrics, finishes, and materials can be blended among several different systems within the same installation. Ergonomic products like Thrive Portfolio, height adjustable tables like Renew and Tone, table collections such as Eames, Everywhere, Rockwell, Antenna, and Dividends blend with our workstation product lines, providing greater flexibility in meeting individual worker needs.
Herman Miller and Knoll offer a wide variety of systems furniture, seating, tables, and storage for your workplace. Our products are designed to work together, functionally, and aesthetically, offering virtually endless office design possibilities. Finish and fabric compatibility among product lines allows you to combine product choices throughout the entire workplace to support individual and group work requirements.
Following are some of the primary workspaces, seating, tables, and storage product lines we offer. To see our complete product line offering, visit us at www.hermanmiller.com and www.knoll.com.
Workstations and Collaborative Furniture
Action Office® System
Over the past half-century, two things have remained constant: Work continues to change and Action Office makes it simple for you to manage that change. From the introduction of computers to new understandings of the importance of choice and variety in the workplace, Action Office has helped individuals and organizations adapt.
Canvas Office Landscape™
Canvas Office Landscape is an adaptive solution for creating human centered workplaces. Consisting of a concise set of elements, Canvas simplifies the creation of varied settings to support the activities of individuals and groups. Its elements combine harmoniously in many ways, so Canvas can address the widest possible range of workplace needs.
Ethospace® System
Ethospace is a frame-and-tile system that offers organizations design choices. Dozens of tile options let you define—and redefine— how your workplace looks and performs, while steel frames provide ample capacity for power and data, and support hanging storage and work surfaces. Updated and expanded regularly since it was first introduced, Ethospace gives organizations the flexibility and durability to meet the shifting demands of work.
Dividends Horizon®
Dividends Horizon provides spatial impact with a clean aesthetic for both the open plan and enclosed spaces. Easily reconfigurable, workstation elements and freestanding furniture can also be reimagined to address future change Antenna Workspaces®
Antenna Design’s imaginative user-centered approach to the workplace celebrates functional simplicity with honest materials and seamless technology integration. Broad planning capabilities, including a range of spine-based planning opportunities, live up to today’s standard for flexible, inclusive spaces that accommodate multiple work modes.
Reff ProfilesTM
Reff ProfilesTM complements architectural spaces to support multiple work modes. From private offices to reception and administrative support areas as well as open plan and meeting spaces, Reff Profiles creates a cohesive workplace experience.
13. Delivery and Coordination of Service
G|M Business Interiors continually utilizes technology, part of our G|M Promise to demonstrate our desire to be efficient and transparent. This begins during the ordering of products and continues through to the delivery and coordination of services. Each order will launch email correspondence several times throughout the process; order entry, factory acknowledgement, receipt confirmation (product has arrived in the warehouse), and lastly, scheduled delivery confirmation. G|M receives shipment notifications in advance from our manufacturers and upon the receipt of those notifications; our Installation Scheduling Manager will begin to contact the designated POC to schedule a day and timeframe that is convenient for them. This ensures that our clients will receive their product as fast as possible with little to no delay in lead time. On the day of the delivery, our client POC will receive a courtesy delivery email from our system that highlights which one of our Service technicians will be making the delivery with his photo and the time of the delivery. Our G|M Service Technicians are Team Members you can trust…to install properly to code and install any brand of furniture that you have ordered.
With the Herman Miller Performance System (HMPS), our partner manufacturer, Herman Miller, started their lean focus in manufacturing—making exactly what customers need, cutting waste, and improving quality and safety scores. It’s been such a success that they can tell you the day and time your furniture will arrive within 2 hours of order entry. Your products will arrive on time, error-free, and be right over 99% of the time. That success has prompted Herman Miller to start applying lean principles beyond the shop floor, including their dealers. By taking a lean approach, Herman Miller's dealers reduced installation time for customers by 40% and overall costs by 25%. As a dealer, G|M Business Interiors has implemented the HMPS process of furniture installation utilizing lean methods of movement and task action steps to eliminate redundancy. Following these prescribed processes G|M Business Interiors has reduced our installation time on a workstation by 2 hours on average, saving our client’s money on labor costs. We are a continuous improvement company, and we strive to be a "category of one" company. G|M also utilizes the A3 Continual Improvement worksheet where a problem is identified, and a process improvement plan is devised and implemented.
14. Reconfiguration of Existing County Furniture
Our 70+ years of experience in the intricacies of proper disassembly, wrapping, blanketing and transportation of furniture, allows us to perform moves, adds and changes with the highest skill and confidence. Due to the care and concern taken while handling your move, these services ensure your investment will still be worth 100% of its value after completion. To provide additional value, G|M also has a team in place to take inventory of existing product to provide fast and reliable Re-Configuration and Re-Use services when purchasing new product is not desired or feasible. Re-using assets is key to a long-life product cycle. G|M embraces the opportunity to help you re-use assets and is a key differentiator when you are selecting an office furniture dealer to support your needs.
15. Re-upholstery of Existing County Furniture
G|M has long standing working relationships with various re-upholstery professionals throughout Southern California and has completed many extensive re-upholstery projects for large theaters, government meeting halls, libraries, and private industry clients. Re-upholstery services are available for all seating, fabric systems tiles/panels and tack boards. 34 5 of 5
16. Ergonomics
Most companies know that an ergonomic task chair and properly aligned work surface will result in fewer workers compensation claims, but the study and evolution of ergonomics, and its vast health benefits, does not stop there. Are you versed on the positive effects of “posture-fit” seating, lighting, acoustics, monitor adjustability and proper posture can have on personal wellness? G|M will identify activities and building functions that would benefit from the application of ergonomics in the selection of appropriate furnishings, equipment, and education. We will actively consult current ergonomics standards and guidelines relevant to the tasks that will be performed in the building, carefully considering the three branches of ergonomics; physical, cognitive, and social, making careful considerations during the planning process to support the user’s needs.
17. Optional Services: Respondent may list any online tracking system(s) currently used at Respondent(s) firm capable of tracking customer orders with real-time status updates and/or notification methods and provide a brief description of how it may be utilized by County personnel (This is optional).
Our proprietary operating software “elev8” has been developed to make our communication with our customers natural and seamless. Our workflow is patterned to keep our staff informed about what they need to do for our customers. All input elements are completely accessible by our customers.
Orders are managed and e-mail notifications are generated and sent to our customers, keeping you quietly & politely informed of your order’s progress. All documents related to each, and every order are web accessible on our secure, password protected website. Our technology is proprietary and can be adapted to our client needs.
We leverage many technology resources such as:
o Custom Online Request Portal - saves time and provides data for CRM search ability and order tracking o Web-Based Planning Questionnaire – a proprietary performance-based programming tool that helps us gather information on how work is being performed in relation to organizational goals. o ePortfolio – proprietary software that enables us to provide multiple product options and budgets within minutes. o Visualization Tools – Z-Axis, 3D StudioMax & Oculus – our customer will receive drawings, realistic renderings, and potentially virtual reality visualization tools to assist in design, finish, and product selections. o MyWindow Client Portal - Our client portal provides each client access to order information, tracking and documents in a simple web search format. This is truly where the transparency is provided with up-to-date information on all orders available immediately.
Clients will also enjoy links to project specific documentation, various G|M publications, websites, ePortfolio and eAssets accounts. o PlanGrid – This project management platform is utilized to provide real-time updates and seamless file synching for all documents pertaining to product design and installation. PlanGrid replaces paper blueprints, bringing the benefits of version control to project managers, and is a collaborative platform for sharing project information like field markups, progress photos and punchlist tracking.
All manufacturer acknowledgements are also electronically stored within our system. Having this information within one central system enables us to coordinate deliveries seamlessly and efficiently. We can avoid many additional costs, including double handling due to product arriving to the site too early and the site not being ready, or product not arriving on time and delaying your move in.
11. Other: Respondent shall list any other services/goods that are available. In this section, Respondent(s) must describe additional information related to the services listed in this RFP that Respondent considers relevant/important in evaluating Respondent(s) proposed services.
Note: Respondent shall identify any other requirements for County-furnished equipment, materials, facilities, or County support that shall be necessary to implement the project. County reserves the right to accept or reject any and all requests/requirements for County-Supplied Items and assistance.
G|M will be happy to present our extensive array of on-line services to the County of Orange in one-on-one meetings in person.
Warehousing and Asset Management:
G|M’s proprietary asset management program, eAssets (above), is described as “your personal inventory management and eProcurement system”. This program was designed to provide vital, detailed asset information required by today’s cost-conscious clients. This information helps you make better, more proactive decisions regarding the status and usage of office furniture assets.
Our proprietary bar-coded asset management system was designed to collect, maintain, and report current, accurate data. The use of bar-code technology also greatly increases the speed and accuracy of inventory data collection and provides on-demand asset reporting to answer specific asset-related questions.
In addition to detailed asset management, eAssets also boasts the eProcurement (also above) function, which allows our clients to either purchase from a catalog of standard items or to create budgets for future project planning.
Additional Refurbishment Services
For electrostatic or powder coating metal painting needs, G|M uses trusted partners who have proven track records. Items can be painted on or off-site depending on jobsite conditions and the client’s preference. For small touch-ups on metal items such as filing cabinets, painted metal chair frames/legs and systems components, G|M stocks a library of Herman Miller and Knoll touch up paint.
Other refurbishment services available through our alliance partners are wood refinishing, re-laminating work surfaces, window treatment cleaning and glass repair. For more common repair requests, G|M maintains fully stocked service vans with basic parts required and has four full time service technicians. If you have an emergency, we are equipped to perform quickly and thoroughly! 35 County of Orange
Project & Sales Support
*All teams are comprised of 100% G|M Business
Interiors employees
Architecture and Engineering Theresa Cummins
Assessor Theresa Cummins
Auditor Controller Theresa Cummins
Auditor-Controller Theresa Cummins
Board of Supervisors/Building 14 + 16 Victoria Nadolski Boards, Commissions & Committees Theresa Cummins
CEO Office Theresa Cummins
Child Support Services Theresa Cummins
Clerk of the Board Theresa Cummins
Clerk-Recorder Theresa Cummins
Community Resources Clarissa White
County Counsel Theresa Cummins
Dana Point Harbor Victoria Nadolski
District Attorney Theresa Cummins
Emergency Operations CTR Clarissa White
Employee Retirement Systems Theresa Cummins
Executive Office Theresa Cummins
Historic Courthouse Ryan Turnbull
Probation Clarissa White
Probation Clarissa White
Probation Clarissa White
Procurement Theresa Cummins
Procurement Office Theresa Cummins
Public Defender Ryan Turnbull
Public Works Victoria Nadolski
Public Works Victoria Nadolski
Publishing Services Theresa Cummins
Purchasing Theresa Cummins
Real Estate Services Theresa Cummins
Registrar of Voters Theresa Cummins
Research & Development Theresa Cummins
Risk Management Theresa Cummins
Sheriff Training Division Clarissa White
Sheriff Clarissa White
Sheriff Clarissa White
Sheriff Coroner Clarissa White
Sheriff Coroner Clarissa White
Social Services Agency Ryan Turnbull
Superior Court Ryan Turnbull
Treasurer-Tax Collector Ryan Turnbull
Veterans Affairs Theresa Cummins
Volunteer & Intern Victoria Nadolski
Waste + Recycling Victoria Nadolski
Water District Victoria Nadolski
II. KEY PERSONNEL/PROPOSED STAFFING
This section of the Proposal should establish the qualifications of the proposed staff to provide the services noted in the Scope of Work. Respondent shall:
A. Provide the names of key staff, titles, and current staff who may be assigned to Services, including resumes, licenses and certifications held by those individuals, years of related experience, and length of time with the firm. The key personnel information shall be sufficient to provide confirmation to the County that the firm has adequate staff and the ability to assist in Services as needed. 36 37
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B. Identify subcontractors (if any) that will be assigned to perform services listed in the Scope of Services – see Attachment D, Subcontractor(s).
III. AVAILABILITY TO PERFORM SERVICES
This section should include such items as; statement of commitment of ability/availability to perform Services to the County, proposed methods of approaching/completing Services, identification/ acknowledgement of adequate staff, resource allocations, and other solutions by the Respondent to provide/accomplish Services to the County as described in Attachment A, Scope of Work of the Model Contract.
Based on our response in Part 3, we commit to our ability and availability to perform services to the County.
IV. ORGANIZATION/COMPLETENESS OF RESPONSE
V. DEGREE OF COMPLIANCE WITH THE COUNTY’S MODEL CONTRACT Respondents submitting exceptions to the County Model Contract in Section III of this RFP.
G|M agrees that it can meet all County expectations, contract terms, compliance, conditions, attachments, exhibits and terms at the 100% level. G|M has never failed to complete any contract and are proud of our track record and successful past performance.
VI. COST PROPOSAL
Respondents are to complete and submit Attachment C - Fees/Pricing of the Model Contract.
1. Pricing Schedule breakdown:
x I. Furniture
x II. Free-standing/Modular/Case Goods Furniture
x III. Filing/Filing Systems Furniture
x IV. Seating Furniture
x V. Library, Lobby and Other Furniture
x VI. Ergonomic Furniture
x VII. Additional/Special Pricing Schedule
The method of scoring will be based off the “Discount Off List”. Using the average percentage, in this method, the proposal with the highest average percentage discount receives the maximum points allowed for this criterion. All other proposals receive a percentage of the points available based on their average percentage relationship to the highest average percentage discount proposal.
2. Rebate
Respondent shall state any additional rebates offered based on aggregate yearly sales during the contract term, per calendar year.
The method of scoring will be based on the average rebates offered. 43 County of Orange, County Procurement Office
Free-Standing Modular Furniture and Installation Services