HomeMy WebLinkAboutOLSON GROUP LTD.INSURANCE NOT ON FILE
WORK MAY ON PROCEED
CITY CLERK
DATE DEC 17 2024
N-2024-388
pn (1) AGREEMENT WITH OLSON GROUP LTD. AND THE
Q:AOie C�anlaltL (Vj) CITY OF SANTA ANA TO PROVIDE ASAUA/UASI TRAINING
THIS AGREEMENT is made and entered into on this 121h day of November, 2024 by and between
Olson Group Ltd., ("Contractor"), and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laws of the State of California
("City").
RECITALS
A. On July 3, 2024, the City issued Request for Proposal No. 24-086A (RFP) by which it
sought proposals from qualified firms and organizations (Proposers) to provide a county-
wide CERT Mutual Aide Program (CMAP) Exercise Drill, on behalf of the Anaheim/Santa
Ana Urban Area (ASAUA). This program is designed to provide the ASAUA's
stakeholders with the regional training and exercises necessary to meet the goals and
objectives set forth in the ASAUA's Homeland Security Strategy
B. The United States Department of Homeland Security, Federal Emergency Management
Agency, has developed ASAUA to enhance the domestic preparedness of urban areas by
ensuring that first responders have adequate and appropriate equipment and training to
prevent, respond to, and recover from acts of terrorism. ASAUA allocates a set percentage
of its annual United States Department of Homeland Security's Urban Areas Security
Initiative (UASI) grant allocations to fund training and exercises. Training courses and
exercises requested through the ASAUA Homeland Security Regional Training and
Exercise Program will be paid in part or in full with funding from the United States
Department of Homeland Security's Urban Areas Security Initiative (UASI) grant.
Funding from this grant is applied to homeland security related training, exercises,
equipment, and projects in the ASAUA.
C. Contractor submitted a responsive proposal that was selected by the City. In undertaking
the performance of this Agreement, Contractor represents that it is knowledgeable in its
field and that any services performed by Contractor under this Agreement will be
performed in compliance with such standards as may reasonably be expected from a
professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
On an on -call basis, Contractor shall perform during the term of this Agreement, the tasks
and obligations including all labor, materials, tools, equipment, and incidental customary work
required to fully and adequately complete the services described and set forth in Scope of Services
— Exhibit A, provided in the RFP, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Contractor agrees to accept as total payment for its services for
City, the rates and charges identified in Contractor's Cost Proposal — Exhibit B The
total amount to be expended during the term of this Agreement shall not exceed
$44,000.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. City and
Contractor agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House (ACH) transfers. Contractor agrees to execute the
City's standard ACH Vendor Payment Authorization and provide required
documentation. Upon verification of the data provided, the City will be authorized to
deposit payments directly into Contractor's account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on November 8, 2024 for a three (3)-year term, unless
terminated earlier in accordance with Section 17, below.
4. PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the
performance of other requirements on "public works" and "maintenance" projects. If the services
being performed are part of an applicable "public works" or "maintenance" project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to
fully comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Contractor
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Contractor shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Contractor shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Contractor represents and warrants that Contractor has the legal right to license any and all
Documents & Data. Contractor makes no such representation and warranty in regard to
Documents & Data which were provided to Contractor by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
7. INSURANCE
Contractor shall procure and maintain for the duration of the contract insurance against
claims for injuries to persons or damages to property which may arise from or in connection with
the performance of the work hereunder and the results of that work by the Contractor, his agents,
representatives, employees or subcontractors.
MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00
01covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less than
$1,000,000 per occurrence and $2,000,000 aggregate. Required policy limits can be met
with primary and umbrella/excess insurance policies.
2. Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1
(any auto), with limits no less than $1,000,000 combined single limits. In the event
Contractor does not maintain commercial automobile liability insurance, City will accept
evidence of personal automobile insurance.
3. Workers' Compensation (W/C): as required by the State of California, with Statutory
Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per
accident, policy or employee, for bodily injury or disease. Coverage is not required if
Contractor has no employees and signs request to waive such insurance.
4. Professional Liability Insurance (PL): with limits no less than $2,000,000 per
occurrence or claim, and $4,000,000 aggregate.
If Contractor maintains broader coverage and/or higher limits than the minimum requirements
for each line of coverage shown above, City shall be entitled to the broader coverage and/or the
higher limits maintained by Contractor. Where the policy limits are greater than those listed by
this Agreement, the amounts provided by the certificates of insurance shall be incorporated by
reference in to the Agreement.
Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following
provisions:
1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be
covered as additional insureds, under Contractor's CGL, PL, and AL policies, with
respect to any liability arising out of work or operations performed by or on behalf of the
Instructor including materials, parts, equipment, and personnel furnished in connection
with such work or operations.
2. Contractor and it's Insurance company(ies) agrees to waive all rights of subrogation
against City, its City Council, its officers, officials, employees, agents, and volunteers for
losses paid under the terms of the CGL, AL, PL, and W/C policies, arising from work
performed by Contractor under this Agreement.
3. For any claims related to this contract, Contractor's insurance coverage shall be primary
and any insurance maintained by City, its City Council, its officers, officials, employees,
agents, or volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring
that Contractor's insurance shall apply separately to each insured against whom a claim is
made or suit is brought, except with respect to the insurer's limits of liability.
5. Insurance politics required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or
materially changed except after thirty (30) days prior written notice has been given to
City. Ten (10) days prior written notice shall be provided to City for policy cancellation
or non -renewal due to non-payment of premium.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana,
Attention: City Attorney's Office, 20 Civic Center Plaza, Santa Ana, CA 92701. The
name and location of project must be included in the Description of Operations section of
each certificate.
Self -Insured Retentions
Self -insured retentions must be declared to and approved by the City. The City may require the
Contractor to purchase coverage with a lower retention or provide proof of ability to pay losses
and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the State of California
with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.
Verification of Coverage
Contractor shall furnish City with original Certificates of Insurance including all required
amendatory endorsements (or copies of the applicable policy language effecting coverage
required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy
listing all policy endorsements before work begins. However, failure to obtain the required
documents prior to the work beginning shall not waive Contractor's obligation to provide them.
City reserves the right to require complete, certified copies of all required insurance policies,
including endorsements required by these specifications, at any time.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the
risk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Contractor, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. 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.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Contractor to the City pursuant to this Agreement.
10. RECORDS
Contractor shall keep records and invoices in connection with the work to be performed
under this Agreement. Contractor shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Contractor under this Agreement. All such records and
invoices shall be clearly identifiable. Contractor shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Contractor under this Agreement.
11. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Contractor agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Contractor without reference to information disclosed by the
City.
12. CERTIFICATIONS
The funds used to pay for this Agreement will be partly comprised of federal grant funds.
Contractor agrees and understands that it will comply with the terms of the Certifications attached
hereto as Attachments A-H, incorporated by reference into this Agreement. Contractor shall keep
itself informed of all City, State and Federal laws and regulations which may, in any manner, affect
the performance of it services pursuant to this Agreement. Contractor shall at all times, observe
and comply with all such laws and regulations. City and its officers and employees shall not be
liable at law or in equity by reason of the failure of the Contractor to comply with this paragraph.
13. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
14. NON-DISCRIMINATION
Contractor shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
15. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Contractor. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
16. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor,
Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Contractors retained by City.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor
compensation for all services performed by Contractor prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Contractor to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Contractor consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
18. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
19. JURISDICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
20. PROFESSIONAL LICENSES
Contractor shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
21. FEDERAL REGULATIONS
The Olson Group Ltd. shall comply with all applicable contractual provisions required by
the United States Office of Management and Budget (OMB), as set for the in 2 CRF Part 200,
whether or not expressly set forth in this document, including but not limited to those provisions
set forth below. Notwithstanding, anything to the contrary herein, including without limitation ,
the language in this Agreement, the actual language contained in federal statutes, federal
regulations, federally promulgated materials and state statutes, shall control in determining any
obligations under federal law in the event of a conflict with any terms, language or provisions
contained in this Agreement. The Olson Group Ltd. shall not perform any act, fail to perform any
act, or refuse to comply with any requests, which would cause City to be in violation of the federal
terms and conditions.
a. Federal Regulations —Recipient must comply with the government cost principles, uniform
administrative requirements and audit requirements for federal grant program housed within Title
2, Part 180 of the Code of Federal Regulations.
b. Debarment and Suspension — As required by Executive Orders 12549 and 12689, and 2
CFR §200.214 and codified in 2 CFR Part 200, Recipient must provide protection against waste,
fraud, and abuse by debarring or suspending those persons deemed irresponsible in their dealings
with the Federal government.
C. Audit Records — With respect to all matters covered by this agreement all records shall be
made available for audit and inspection by CITY, the grant agency and/or their duly authorized
representatives for a period of three (3) years from the date of submission of the final expenditure
report by the City of Santa Ana. For a period of three years after final delivery hereunder or until
all claims related to this Agreement are finally settled, whichever is later, Recipient shall preserve
and maintain all documents, papers and records relevant to the services provided in accordance
with this Agreement, including the Attachments hereto. For the same time period, Recipient shall
make said documents, papers and records available to City and the agency from which City
received grant funds or their duly authorized representative(s), for examination, copying, or
mechanical reproduction on or off the premises of Recipient, upon request during usual working
hours.
d. Reports — Recipient shall provide to City all records and information requested by City for
inclusion in quarterly reports and such other reports or records as City may be required to provide
to the agency from which City received grant funds or other persons or agencies.
e. Section 504 of the Rehabilitation Act of 1973 (Handicapped) — All recipients of federal
funds must comply with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the
federal funds recipient pursuant to the requirements of The Act hereby gives assurance that no
otherwise qualified handicapped person shall, solely by reason of handicap be excluded from the
participation in, be denied the benefits of or be subject to discrimination, including discrimination
in employment, in any program or activity that receives or benefits from federal financial
assistance. The Recipient agrees it will ensure that requirements of The Act shall be included in
the agreements with and be binding on all of its contractors, subcontractors, assignees or
successors.
f. Americans with Disabilities Act of 1990 — (ADA) Recipient must comply with all
requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable.
g. Political Activity — None of the funds, materials, property, or services provided directly or
indirectly under this agreement shall be used for any partisan political activity, or to further the
election or defeat of any candidate for public office, or otherwise in violation of the provisions of
the "Hatch Act".
h. No Lobbying — Recipient will comply with all applicable lobbying prohibitions and laws,
including those found in the Byrd Anti -Lobbying Amendment (31 U.S.C. 1352, et seq.), and agrees
that none of the funds provided under this award may be expended by the Recipient to pay any
person to influence, or attempt to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with any federal action concerning the award or renewal of any federal contract, grant,
loan, or cooperative agreement.
i. Non -Discrimination and Equal Opportunity — Recipient will comply, and all its contractors
(or subrecipients) will comply, with Title VI of the Civil Rights Act of 1964, as amended; Section
504 of the Rehabilitation Act of 1964, as amended; Subtitle A, Title Il of the Americans with
Disabilities Act (ADA) (1990); Title D{ of the Education Amendments of 1972; the Age
Discrimination Act of 1975, as amended; Drug Abuse Office and Treatment Act of 1972, as
amended; Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and
Rehabilitation Act of 1970, as amended; Section 523 and 527 of the Public Health Service Act of
1912, as amended; Title VIII of the Civil Rights Act of 1968, as amended; Department of Justice
Non -Discrimination Regulations, 28 CFR Part 42, Subparts C, D, E, and G; and Department of
Justice regulations on disability discrimination, 28 CFR Part 35 and 39. In the event a Federal or
State court, Federal or State administrative agency, or the Recipient makes a finding of
discrimination after a due process hearing on the grounds of race, color, religion, national origin,
sex, or disability against a recipient of funds, the Recipient will forward a copy of the findings to
CITY which will, in turn, submit the findings to the Office of Civil Rights, Office of Justice
Programs, U.S. Department of Justice. If applicable, recipient will comply with the equal
opportunity clause in 41 C.F.R. 60-1.4(b) in accordance with Executive Order 11246 as amended
by Executive Order No. 11375.
j. Equal Employment Opportunity — Recipient will comply, and all its contractors (or
subrecipients) will comply, with all requirements of the Executive Order 11246 of September 24,
1965, entitled `Equal Employment Opportunity," as amended by Executive Order 11375 of
October 13, 1967, and as supplemented in Department of Labor regulations (41 CFR chapter 60),
as applicable.
k. Public Contracts Code — Recipient will comply, and all its contractors (or subrecipients)
will comply, with all requirements of the California Public Contract Code Section 10295.3, as
applicable.
1. Copeland "Anti -Kickback" Act — Recipient will comply, and all its contractors (or
subrecipients) will comply, with all requirements of the Copeland "Anti -Kickback" Act (40 U.S.C.
3145) as supplemented in Department of Labor regulations (29 CFR Part 3), as applicable.
M. David -Bacon Act — Recipient will comply, and all its contractors (or subrecipients) will
comply, with all requirements of the Davis -Bacon Act (40 U.S.C. 3141-3144 and 3146-3148) as
supplemented by Department of Labor regulations (29 CFR Part 5), as applicable.
n. Work Hours and Safety — Recipient will comply, and all its contractors (or subrecipients)
will comply, with all requirements of Sections 103 and 107 of the Contract Work Hours and Safety
Standards Act (40 U.S.C. 3702 and 3704) as supplemented by Department of Labor regulations
(29 CFR Part 5), as applicable.
o. Clean Air Act — Recipient will comply, and all its contractors (or subrecipients) will
comply, with all applicable standards, orders or requirements issued under the Clean Air Act (42
U.S.C. 7401-7671q), and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as
applicable.
P. Energy and Conservation — Recipient will comply, and all its contractors (or subrecipients)
will comply, with all requirements of the Energy Policy and Conservation Act (42 U.S.C. 6201),
as applicable.
q. Waste Disposal — Recipient will comply, and all its contractors (or subrecipients) will
comply, with all requirements of Section 6002 of the Solid Waste Disposal Act, as amended by
the Resource Conservation and Recovery Act, as applicable.
r. Patent Rights — Recipient agrees that the Department of Homeland Security shall have the
authority to seek patent rights for any process, product, invention or discovery developed and paid
for with funding through this Agreement based on the requirements of 37 CFR§ 401 and any other
implementing regulations, as applicable.
S. Copyright — Recipient may copyright any books, publications or other copyrightable
materials developed in the course of or under this Agreement. However, the federal awarding
agency, State Administrative Agency (SAA) and City reserve a royalty -free, non-exclusive, and
irrevocable license to reproduce, publish or otherwise use, and to authorize others to use, for
federal government, SAA and/or City purpose:
(1) the copyright in any work developed through this Agreement; and
(2) any rights of copyright to which the subcontractor purchases ownership with support
through this grant. The Federal government's, SAA's and City's rights identified above must be
conveyed to the publisher and the language of the publisher's release form must ensure the
preservation of these rights.
t. Equal Employment in Construction Contracts — Pursuant to Equal Employment
Opportunity requirements of 41 C.F.R. 60-1.4(b) in accordance with Executive Order 11246 as
amended by Executive Order No. 11375, as to any construction contract thereunder, if applicable,
during the performance of this contract, the contractor agrees as follows:
(1) The contractor will not discriminate against any employee or applicant for employment because
of race, color, religion, sex, sexual orientation, gender identity, or national origin. The contractor
will take affirmative action to ensure that applicants are employed, and that employees are treated
during employment without regard to their race, color, religion, sex, sexual orientation, gender
identity, or national origin. Such action shall include, but not be limited to the following:
Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or
termination; rates of pay or other forms of compensation; and selection for training, including
apprenticeship. The contractor agrees to post in conspicuous places, available to employees and
applicants for employment, notices to be provided setting forth the provisions of this
nondiscrimination clause.
(2) The contractor will, in all solicitations or advertisements for employees placed by or on behalf
of the contractor, state that all qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
(3) The contractor will not discharge or in any other manner discriminate against any employee or
applicant for employment because such employee or applicant has inquired about, discussed, or
disclosed the compensation of the employee or applicant or another employee or applicant. This
provision shall not apply to instances in which an employee who has access to the compensation
information of other employees or applicants as a part of such employee's essential job functions
discloses the compensation of such other employees or applicants to individuals who do not
otherwise have access to such information, unless such disclosure is in response to a formal
complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including
an investigation conducted by the employer, or is consistent with the contractor's legal duty to
furnish information.
(4) The contractor will send to each labor union or representative of workers with which he has a
collective bargaining agreement or other contract or understanding, a notice to be provided
advising the said labor union or workers' representatives of the contractor's commitments under
this section, and shall post copies of the notice in conspicuous places available to employees and
applicants for employment.
(5) The contractor will comply with all provisions of Executive Order 11246 of September 24,
1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
(6) The contractor will furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his books, records, and accounts by the administering agency
and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules,
regulations, and orders.
(7) In the event of the contractor's noncompliance with the nondiscrimination clauses of this
contract or with any of the said rules, regulations, or orders, this contract may be canceled,
terminated, or suspended in whole or in part and the contractor may be declared ineligible for
further Government contracts or federally assisted construction contracts in accordance with
procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions
may be imposed and remedies invoked as provided in Executive Order 11246 of September 24,
1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law.
(8) The contractor will include the portion of the sentence immediately preceding paragraph (1)
and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless
exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204
of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon
each subcontractor or vendor. The contractor will take such action with respect to any subcontract
or purchase order as the administering agency may direct as a means of enforcing such provisions,
including sanctions for noncompliance.
U. Prohibition on Certain Telecommunications and Video Surveillance Services or
Equipment — Recipient will comply, and all its contractors (or subrecipients) will comply, with all
requirements under Uniform Guidance 2 CFR §200.216. Recipient will comply with FEMA
Policy 405-143-1, Prohibitions on Expending FEMA Award Funds on Covered
Telecommunications Equipment or Services (Interim), which prohibits grant recipients and
subrecipients from obligating or expending loan or grant funds to procure or obtain, extend or
renew a contract to procure or obtain, or to enter into a contract (or extend or renew a contract) to
procure or obtain equipment, services, or systems that uses covered telecommunications
equipment or services as a substantial or essential component of any system, or as critical
technology as part of any system.
As described in Public Law 115-232, section 889, covered telecommunications equipment:
(1) Telecommunications equipment produced by Huawei Technologies Company or ZTE
Corporation (or any subsidiary or affiliate of such entities).
(2) For the purpose of public safety, security of government facilities, physical security
surveillance of critical infrastructure, and other national security purposes, video surveillance and
telecommunications equipment produced by Hytem Communications Corporation, Hangzhou
Hikvision Digital Technology Company, or Dalian Technology Company (or any subsidiary or
affiliate of such entities).
(3) Telecommunications or video surveillance services produced by such entities or using such
equipment.
(4) Telecommunications or video surveillance equipment or services produced or provided by an
entity that the Secretary of Defense, in consultation with the Director of the National Intelligence
or the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned
or controlled by, or otherwise connected to, the government of a covered foreign country.
V. Domestic Preferences for Procurements/Subcontracts — Recipient will comply, and all its
contractors (or subrecipients) will comply, with all requirements under Uniform Guidance 2 CFR
§200.322.
Recipient shall comply with the federal and recipient standards in the award of any subcontracts.
For purposes of this Agreement, subcontracts shall include but not be limited to purchase
agreements, rental or lease agreements, third party agreements, Contractor service contracts and
construction subcontracts.
Recipient shall ensure that the terms of this Agreement with the CITY are incorporated into all
Subcontractor Agreements. The recipient shall submit all Subcontractor Agreements to the CITY
for review prior to the release of any funds to the subcontractor. The recipient shall withhold funds
to any subcontractor agency that fails to comply with the terms and conditions of this Agreement
and their respective Subcontractor Agreement.
(1) Recovered Materials
Recipient shall make maximum use of products containing recovered materials that are EPA -
designated items unless the product cannot be acquired competitively within a timeframe
providing for compliance with the contract performance schedule; Meeting contract performance
requirements; or at a reasonable price.
Information about this requirement, along with the list of EPA -designated items, is available at
EPA's Comprehensive Procurement Guidelines webpage:
https://www.epa. gov/smm/comprehensive-procurement-guideline-cpg-program.
The Contractor also agrees to comply with all other applicable requirements of Section 6002 of
the Solid Waste Disposal Act.
(2) Domestic Preference for Procurements
Recipient should, to the greatest extent practicable, provide a preference for the purchase,
acquisition, or use of goods, products, or materials produced in the United States. This includes,
but is not limited to iron, aluminum, steel, cement, and other manufactured products.
For purposes of this clause:
Produced in the United States means, for iron and steel products, that all manufacturing processes,
from the initial melting stage through the application of coatings, occurred in the United States.
Manufactured products mean items and construction materials composed in whole or in part of
non-ferrous metals such as aluminum; plastics and polymer -based products such as polyvinyl
chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber.
W. Termination for Cause and Convenience — Should recipient fail for any reason to comply
with the contractual obligations of this agreement within the time specified by this Agreement, the
CITY reserves the right to terminate the Agreement, reserving all rights under state and federal
law.
X. Contractual/Legal Remedies for Breach of Contract — Should recipient fail for any reason
to comply with the contractual obligations of this Agreement and/or willfully, knowingly or
negligently breach any term, condition or requirement of the agreement, City may impose
sanctions including but not limited to damages (liquidated damages and or penalties) and/or any
other remedy available pursuant to the Agreement of the laws then in effect.
22. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (1\4-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Chief of Police
City of Santa Ana
20 Civic Center Plaza (M-96)
P.O. Box 1988
Santa Ana, California 92702
To Contractor:
Kyle Olson, President
Olson Group, LTD
44 Canal Center Plaza, Suite 300
Alexandria, VA 22314
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
23. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
[Signatures on following page]
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
JENNIFER . HAL
City Cler
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
TAMARA BOGOSIAN
Senior Assistant City Attorney
RECOMMENDED FOR APPROVAL:
V_ Xwa�:�
ROBERT RODRIG Z
Acting Chief of Police
CITY OF SANTA
Z�4 1 —i
ALVARO NUNEZ
City Manager
OLSON GROUP, LTD.:
EO S N
resident
CAr1161 I r\
CITY OF SANTA ANA
1*3:1171fii1
SCOPE OF SERVICES
Contractor shall perform services as set forth below.
A. The specific requirements of this RFP have been listed in Section 11.
II. EXERCISE
A. ASAUA requires the following:
1. Training Exercise for: CERT Mutual Aide Program (CMAP) Exercise Drill
III. MINIMUM REQUIREMENTS
A. Availability to conduct up to a total of one (1) delivery of the exercise by the end of
the term of the contract.
B. The exercise must be conducted no later than January 2025. Must be available to
administer the exercise on the following dates: January 11, 2025 or January 25,
2025 (subject to change).
C. Exercise must be posted to the National Exercise Schedule (NEXS) through the
Design & Development System (DDS) as outlined in the Homeland Security
Exercise and Evaluation Program (HSEEP) toolkit.
D. Completed After Action Report must be submitted to the ASAUASI Homeland
Security Regional Training and Exercise Program Manager within 30 days of the
exercise to meet required grant deadlines.
E. Number of Deliveries Being Requested: one (1)
IV. SCOPE OF EXERCISE
Scope of exercise is outlined below:
The ASAUA is seeking a contractor that will be required to plan and execute a full-scale
functional exercise for a minimum of 100 Community Emergency Response Team
Volunteers part of the Orange County CERT Mutual Aid Program (CMAP). Overall
objective is to exercise the ability to activate, coordinate and lead CERT volunteers from
various city programs in a simulated mutual aid activation for an incident supporting
logistic roles through five training stations with 75-minute rotations.
The contractor shall:
RFP 24-086A City of Santa Ana Page 17 of 64
N
CITY OF SANTA ANA
• Utilize the FEMA HSEEP planning process when developing the
exercise plan and documents.
• Oversee the creating and 75-minute controller handbook, player
guide, certificates.
• Coordinate registration, the sign in/ check out process, and draft an
After -Action Report. Exercise planning should also utilize NIMS,
SEMS, and ICS.
• Serve as lead instructor for training stations with the support of local
CERT Coordinators.
• Facilitate or support five stations to include Care & Reception
training/mini exercise, Basic Emergency Operations (EOC) training
based of G191 curriculum; Commodities Point of Distribution (C-
POD) training/mini exercise, Care & Reception 101 training/mini
exercise, basic traffic management & sand bagging/flood fight,
disaster structure triage and radio use.
• Be tasked to work with the CMAP Exercise Working Group which
would include partners from CMAP leadership, CERT program
coordinators, representatives from the Anaheim/Santa Ana UASI
and the Orange County Sheriffs Department Emergency
Management Division.
The training must also be in alignment with assisting CERT volunteers with meeting OC
CMAP / FEMA Type II certification level task book. The use of CMAP Program
Coordinators may be available to aid the contractor in collecting information throughout
the exercise and during the evaluation process for the contractor to write a final after -
action report. The approved plan and all data gathered throughout the term of the contract
will be property of CMAP.
1. Overview:
The Community Emergency Response Team (CERT) Mutual Aid Program (CMAP)
is looking for a contractor to support in developing a simulated exercise for CMAP
Volunteers. This exercise will address core capabilities identified in the 2024-2026
ASAUA-OCOA Homeland Security Strategy such as Mass Care Services,
Logistics and Supply Chain, Operational Communications, Operational
Coordination and Situational Assessment. This exercise will utilize the designated
Position Task Book (PTB) aligned with the National Qualification System (NQS)
for existing CMAP volunteers interested in further deployment across the Orange
County region.
2. Description of Community Emergency Response Team (CERT):
The CERT program educates volunteers about disaster preparedness for the
hazards that may occur where they live. CERT is a Federal Emergency
Management Agency
(FEMA) nationwide curriculum that trains volunteers in basic disaster response
skills.
RFP 24-086A City of Santa Ana Page 18 of 64
(a CITY OF SANTA ANA
3. Description of CERT Mutual Aid Program (CMAP):
28+ CERT programs comprised of various agencies throughout Orange County.
1. Vision (Hope): The existence of CMAP is to augment the abilities and
service of the local public safety agencies during times of
overwhelming response to a local or regional disaster.
2. Mission (Purpose): The purpose of CMAP is to provide CERT Mutual
Aid within Orange County in the event of a disaster.
3. Values (Principles/Ethics): You are priority. Safety. Greatest good for
the greatest number.
4. The NQS provides:
1. Foundational guidelines for jurisdictions on the qualification of
personnel resources within the National Incident Management
System (NIMS).
2. A common language and standardized approach for qualifying,
certifying, and credentialing incident management and support
personnel.
3. Tools for jurisdictions and organizations to share resources
seamlessly.
POSITION TASK BOOK OVERVIEW
Position Task Book Example can be found on EXHIBIT V
A. What is a PTB? The Position Task Book (PTB) documents a trainee's
performance criteria to be certified for a position within the National Qualification
System (NQS). The performance criteria are associated with core NQS
competencies, behaviors, and tasks.
1. Type 1 and 2 tasks within the PTB may be completed in any order;
however, before seeking final evaluator verification for a Type 1
position, an individual must complete the Training Matrix & PTB at
the Type 2 level.
PTB EVALUATION PROCESS
PTB Evaluation Process Examples can be found on EXHIBIT VI
A. Evaluators shall observe and review a trainee's completion of PTB tasks, initialing
and dating each successfully completed task in the PTB.
B. Evaluators shall complete an Evaluation Record Form by documenting the
trainee's performance after each evaluation period.
RFP 24-086A City of Santa Ana Page 19 of 64
CITY OF SANTA ANA
C. The Authority Having Jurisdiction (AHJ) may not have enough resources to ensure
that every evaluator is qualified for the position being assessed. Therefore, a
trainee's supervisor may evaluate the completion of PTB tasks. For example, a
Logistics Section Chief has the authority to sign off on completed PTB tasks for a
Food Unit Leader trainee.
D. The final evaluator is a leader who verifies that a trainee has completed the PTB.
A final evaluator is generally qualified in the same position for which the trainee
applies. When possible, the evaluator and the final evaluator should not be the
same person, but in situations with limited resources, the evaluator can also serve
as the final evaluator.
E. Once the final evaluator has completed the Final Evaluator Verification, it is
forwarded to the Quality Review Board (QRB) along with supporting evidence that
the trainee has completed all position requirements.
F. After the QRB review, the AHJ completes the appropriate Documentation of
Agency Certification form.
TRANSFERRING QUALIFICATIONS
A. Personnel with documentation of previous education, training, or significant on-
the-job incident experience may receive credit toward qualification for a given
position. Each AHJ establishes the requirements for transferring qualifications
from another AHJ.
B. If an AHJ chooses not to accept a trainee's existing certification of qualification,
the trainee may be reevaluated in the specific position and issued a new PTB.
C. An individual may hold multiple certifications of qualification (the Final Evaluator
Verification form and the Documentation of Agency Certification form) along with
the completed PTB.
PTB COMPETENCIES, BEHAVIORS, AND TASKS
PTB Compenfencies, Behaviors, and Tasks Examples can be found on EXHIBIT VII
A. The PTB reflects the minimum criteria to qualify or recertify for a position. The AHJ
has the authority to add content to the baseline PTB competencies, behaviors, and
tasks as necessary.
B. The PTB covers all type levels for a given position, but a trainee may check only
one "Type" box and work on only one type at a time. (The National Incident
RFP 24-086A City of Santa Ana Page 20 of 64
0 CITY OF SANTA ANA
Management System (NIMS) Job Title/Position Qualifications document describes
all types.)
C. Command and General Staff job titles/positions qualifications are typed based on
incident complexity, while all other NIMS positions are typed based on the
minimum qualifications.
DEFINITIONS
A. Competency: An observable, measurable pattern of knowledge, skills, abilities,
and other characteristics an individual needs to perform an activity and its
associated tasks. Competency specifies a person's skillset to complete the tasks
successfully.
B. Behavior: An observable work activity or a group of similar tasks necessary to
perform the activity.
C. Task: A specific, demonstrable action necessary for successful performance in a
position. Trainees must demonstrate the completion of required tasks.
1. Occasionally, PTB tasks are unique to one of the types; for example,
certain tasks apply only to a Type 3 Incident Commander, not to a
Type 2 or Type 1 Incident Commander. In those cases, the PTB
indicates the corresponding type at the beginning of the task.
2. All tasks require evaluation; however, bullet statements within a task
are examples
POSITION TASK BOOK (PTB) CODES
A. Each task in the PTB model has at least one corresponding code conveying the
circumstances in which the trainee can perform the task for evaluation. Evaluators
may assess trainees during incidents, in classroom simulations and training
sessions, in functional and full-scale exercises, and in other work situations. If a
task has multiple codes, the evaluator may evaluate in ANY of those
circumstances; the trainee does not need evaluation in all of the listed
circumstances.
1. Code C: Task performed in training or classroom setting, including
seminars and workshops.
2. Code E: Task performed during a full-scale exercise with equipment
deployed under the Incident Command System (ICS).
3. Code F: Task performed during a functional exercise managed
under the ICS. Code I: Task performed during an incident or event
RFP 24-086A City of Santa Ana Page 21 of 64
0 CITY OF SANTA ANA
managed under the ICS. Examples include oil spill, search and
rescue operations, hazardous materials (HAZMAT) response, fire,
and emergency or nonemergency (planned or unplanned) events.
4. Code I: Task performed during an incident or event managed under
the ICS. Examples include oil spill, search and rescue operation,
hazardous materials (HAZMAT) response, fire, and emergency or
nonemergency (planned or unplanned) events.
5. Code J: Task performed as part of day-to-day job duties.
6. Code T: Task performed during a tabletop exercise.
7. Code R: Task performed very rarely and required only if applicable
to the event.
HOW TO COMPLETE THE EVALUATION RECORD FORM
Each Evaluation Record Form (see next page) covers one evaluation period. Evaluation
periods may involve incidents, classroom simulations, or daily duties, depending on what
the PTB recommends. The AHJ determines the number of evaluations required for
position qualification and certification. If evaluators need additional evaluation periods,
they can copy pages from a blank PTB and attach them to the PTB in question.
COMPLETE THESE AT THE START OF THE EVALUATION PERIOD
Evaluation Record Number: Label each evaluation record with a number to identify
the incident(s), exercise(s), or event(s) during which the trainee completed the PTB
tasks. The evaluator should also write this number in the PTB column labeled
"Evaluation Record #" for each task performed satisfactorily. This number enables
reviewers of the completed PTB to ascertain the evaluators' qualifications before
signing off on the PTB.
• Evaluator's name; Incidentloffice title and agency: List the name of the evaluator,
his/her incident position or office title, and the evaluator's home agency.
• Evaluator's home unit address and phone: List the evaluator's home unit address
and phone number.
• Name and location of incident or simulation/exercise: Identify the name (if
applicable) and location where the trainee performed the tasks.
• Incident kind: Enter the kind of incident (such as hazmat, law enforcement,
wildland fire, structural fire, search and rescue, flood, or tornado).
RFP 24-086A City of Santa Ana Page 22 of 64
(a CITY OF SANTA ANA
COMPLETE THIS AT THE END OF THE EVALUATION PERIOD
• Number and kind of resources: Enter the number of resources assigned to the
incident, and their kind (such as team, personnel, and equipment) pertinent to the
trainee's PTB.
• Evaluation period: Enter inclusive dates of trainee evaluation. This time span
may cover several small, similar incidents.
• Position type: Enter position type (such as Type 3, Type 2, Type 1 or Single
Type).
• Recommendation: Check the appropriate line and comment below regarding the
trainee's future development needs.
• Additional recommendations/comments: Provide additional recommendations
and comments about the trainee, as necessary.
• Date: List the current date.
• Evaluator's initials: Initial here to authenticate your recommendations and to
allow for comparison with initials in the PTB.
• Evaluator's relevant qualification: List your certification relevant to the trainee
position you supervised.
RFP 24-OB6A City of Santa Ana Page 23 of 64
(a CITY OF SANTA ANA
A. The exercise team should consist of no less than two (2) instructors with
experience in similar exercises. The proposer will provide resumes of the staff to
be assigned to these exercises, detailing their prior experience.
B. All exercises should be conducted in a manner that adheres to all applicable
state and federal guidelines, including exercise design and development
guidelines outlined in the HSEEP. This includes an After -Action Report, which
will contain specific corrective actions and a training improvement plan.
RESPONSIBILITY OF THE CITY OF SANTA ANA, ON BEHALF OF ASAUASI:
A. Act as a liaison between the selected proposer and regional stakeholders
B. Provide a Point -of -Contact to help facilitate all aspects of desired exercise
locations
C. Coordinate local evaluators
D. Notice to Respondents:
4. All responses to this solicitation shall become property of the City of
Santa Ana, and responses will become public record after issuance
of Purchase Order. Proposer information identified as proprietary
information shall be maintained confidential, to the extent allowed
under the California Public Records Act.
5. Contractor shall conduct seminars, workshops, tabletops, drills,
functional, and full-scale exercises at various locations/venues within
the ASAUASI. All drills, functional and full scale exercises will require
an EHP approval from FEMA/Cal OES prior to delivery. It shall be
the responsibility of the Contractor if requested to complete all forms
and documentation necessary to obtain the required EHP approvals
at its cost. The ASAUASI Homeland Security Regional Training and
Exercise Program Manager will assist Contractor with the
submission of requests for approval. Contractor shall ensure that,
when required, an Environmental Historic Preservation (EHP)
approval letter has been issued to the ASAUASI before delivery of
any seminars, workshops, tabletops, drills, functional, and full-scale
exercises. All drills, functional and full scale exercises will require an
EHP approval from FEMA/Cal OES prior to delivery.
6. All exercises must be conducted in a manner which adheres to all
applicable state and federal guidelines, including exercise design
and development guidelines outlined in the HSEEP.
RFP 24-086A City of Santa Ana Page 24 of 64
+ CITY OF SANTA ANA
7. When conducting seminars, workshops, tabletops, drills, functional
and full-scale exercises, Contractor shall provide all required
exercise consumables, printed materials, handouts, and other
materials such as, but not limited to, exercise manuals, special
effects, actor moulage, supplies, signage, etc. at its cost. The City
shall not be billed nor will it accept requests for reimbursements
and/or billing.
8. Contractor shall provide and assign high quality personnel such as
exercise designers, directors, controllers, evaluators, and support
personnel on a consistent basis to deliver the specified seminars,
workshops, tabletops, drills, functional, and full-scale exercises.
9. Contractor shall provide all multi -media devices necessary for
presentations during seminars, workshops, tabletops, drills,
functional, full-scale exercises, and any planning meetings and
conferences.
10. Contractor and its exercise personnel shall provide immediate
feedback to the City via the ASAUASI Homeland Security Regional
Training and Exercise Program Manger regarding all customer
requests for new or additional services or to file complaints.
11.Seminar, workshop, tabletop, drill, functional and full-scale exercise
venues may be provided by the City or by hosting agencies based
on the needs of the exercise. Contractor must be able to secure
exercise sites at any of the jurisdictions within the ASAUASI.
12.Contractor is responsible for providing exercise materials and
delivering it to the site(s) of all seminars, workshops, tabletops, drills,
functional and full-scale exercises at its cost. The City shall not be
billed nor will it accept requests for reimbursements and/or billing.
13. Contractor may not charge the City for materials brought to the
seminars, workshops, tabletops, drills, functional, and full-scale
exercises that are not utilized.
14.Contractor shall ensure that exercise participants are members of
agencies or organizations located or operating within the ASAUASI,
or have been approved by the ASAUASI Training & Exercise
Program Manager or his designee.
RFP 24-086A City of Santa Ana Page 25 of 64
CITY OF SANTA ANA
V. QUALIFICATIONS — HOMELAND SECURITY EXPERIENCE
A. The following elements outline the type of experience and expertise proposers
should possess related to the development and delivery of seminars, workshops,
tabletops, drills, functional and full-scale exercises. Proposers shall document their
experience and expertise in their proposals.
1. Proposer must be experienced and proficient in the design and
delivery of relevant homeland security related seminars, workshops,
tabletops, drills, functional and full-scale exercises.
2. Proposer shall have staff that is experienced and proficient in
developing seminars, workshops, tabletops, and drills, functional and
full-scale exercises in accordance with HSEEP guidelines.
3. Proposer must have staff that is experienced and proficient in
conducting seminars, workshops, tabletops, drills, functional and full-
scale exercises in accordance with HSEEP guidelines.
4. Proposer shall have staff that is experienced and proficient in
providing training to and coordinating exercise evaluators,
controllers, and operators
VI. DELIVERABLES/REPORTS FOR EXCERCISES
A. Exercise Documents:
Contractor shall provide all documents necessary to conduct
seminars, workshops, tabletops, drills, functional and full-scale
exercises in accordance with HSEEP guidelines. These documents
should include, but not be limited to:
2. Exercise Plan, Controller/Evaluator Plan, Master Scenario Events
List (MESL), Exercise Evaluation Guides, etc.
B. Contractor must provide rosters, sign -in sheets, and presentation materials for all
planning meetings conducted in support of all seminars, workshops, tabletops,
drills, functional and full-scale exercises and will deliver to the ASAUASI Training
& Exercise Program Manager upon completion of the planning activity at its cost.
C. Contractor must complete After Action Reports (AARs) for all seminars,
workshops, tabletops, drills, functional and full-scale exercises. Copies of these
AARs must be provided to the ASAUA Training & Exercise Program Coordinator
within 30 calendar days of any seminars, workshops, tabletops, drills, functional,
and full-scale exercises.
RFP 24-086A City of Santa Ana Page 26 of 64
M
CITY OF SANTA ANA
D. Contractor must complete an Improvement Plan for each seminar, workshop,
tabletop, drill, functional and full-scale exercise delivered. Copies of the
Improvement Plan will be provided to the ASAUA Training & Exercise Coordinator
within 30 calendar days of any seminars, workshops, tabletops, drills, functional,
and full-scale exercises.
E. Proposer shall upload, on behalf of the ASAUA, all necessary AARs and
Improvement Plans into HSEEP within 30 calendar days of completing any
exercise activity.
VII. QUANTITIES FOR EXERCISE
A. Quantities listed herein are estimates and are not to be construed as a
commitment. No minimum or maximum is guaranteed or implied.
Vill. PRICING FOR EXCERISES
A. All price quotes offered during the RFP process shall remain firm for the initial
term of the agreement.
B. Unless otherwise stated, Proposer agrees that, in the event of a price decline,
the benefit of such lower price shall be extended to the City.
C. All prices are to be F.O.B. destination. Any freight/delivery charges are to be
included.
D. Any price increase or decrease for subsequent contract terms may be negotiated
between Proposer and City only after completion of the initial term.
E. Taxes and freight charges:
1. The City is soliciting a total price per single delivery of each seminar,
workshop, tabletop, drill, functional, and full-scale exercise. The price
quoted for each seminar, workshop, tabletop, drill, functional, and
full-scale exercise shall be the total cost the City will pay including
sales, use, or other taxes and all other charges.
2. No charge for delivery, drayage, express, parcel post packing,
cartage, insurance, license fees, permits, costs of bonds, or any
other purpose, except taxes legally payable by City, will be paid by
the City unless expressly included and itemized in the proposal.
3. Amount paid for transportation of property to the City of Santa Ana is
exempt from Federal Transportation Tax. An exemption certificate is
not required where the shipping papers show the consignee is the
RFP 24-086A City of Santa Ana Page 27 of 64
IX.
CITY OF SANTA ANA
City of Santa Ana; as such papers may be acceptable by the carrier
as proof of the exempt character of the shipment.
4. Articles sold to the City of Santa Ana are exempt from certain Federal
excise taxes. The City will furnish an exemption certificate.
5. All prices quoted shall be in United States dollars and "whole cent,"
no cent fractions shall be used. There are no exceptions.
6. Price quotes shall include any and all payment incentives available
to the City.
7. Proposers are advised that in the evaluation of costs, if applicable, it
will be assumed the unit price quoted is correct in the case of a
discrepancy between the unit price and an extension.
8. Federal and State minimum wage laws apply. The City has no
requirements for living wages. The City is not imposing any additional
requirements regarding wages.
A. The City reserves the right to reject any or all responses that materially differ
from any terms contained in this RFP or from any Exhibits attached hereto, to
waive informalities and minor irregularities in responses received, and to provide
an opportunity for proposers to correct minor and immaterial errors contained in
their submissions. The decision as to what constitutes a minor irregularity shall
be made solely at the discretion of the City.
B. The City reserves the right to award to a single or multiple proposers.
C. The City has the right to decline to award an agreement or any part thereof for
any reason.
D. Depending on the amount of the agreement, City Council approval shall be
required to award.
E. The Master Agreement must be negotiated, finalized, and signed by the
recommend awardee(s) prior to City Council approval.
F. Final Master Agreement terms and conditions shall be negotiated with the
selected vendor(s)
G. The RFP specifications, terms, conditions, exhibits, RFP addenda and the
awarded proposal, may be incorporated into and made a part of any agreement
that may be awarded as a result of this RFP solicitiation.
RFP 24-086A City of Santa Ana Page 28 of 64
CITY OF SANTA ANA
X. METHOD OF ORDERING FOR EXCERCISES
A. As an exercise is required, solicitations in the form of a firm price quotation shall
be requested from the selected vendor(s).
Proposers who have been qualified will be provided a scope of work for the
desired seminar, workshop, tabletop, drill, functional or full-scale exercise and
requested to provide a written quotation. These quotations will be reviewed and
evaluated by the ASAUASI Grant Office.
C. Individual order price quotations shall be provided upon request per project and
shall include, but not be limited to, an identifying (quotation) number, date, City of
Santa Ana agreement number, requestor name and phone number, ship to
location, itemization of services with complete description and price per item and
a summary of total cost for services, shipping, and tax.
D. Written Purchase Orders (POs) or Agreement Release will be issued upon
approval of written itemized quotations received from the proposer(s).
E. POs will be faxed, transmitted electronically, or mailed and shall be the only
authorization for the proposer(s) to action the order.
F. POs and payments for service will be issued only in the name of the proposer(s).
G. Proposer shall adapt to changes to the ordering method or ordering procedures
as required by the City during the term of the agreement.
H. Change orders shall be agreed upon by Proposer and City and issued as needed
in writing by the City.
XI. INVOICING FOR EXERCISES
A. Proposer shall invoice the City, unless otherwise advised, upon satisfactory
receipt of performance of services.
B. The Proposer will submit invoices according to milestones that are mutually
agreed upon by the City and the Proposer, and will be established at the time an
agreement is entered into between the City and the Proposer.
C. Invoices should be emailed to:
Sgt. Garry Couso
Santa Ana Police Department
Email: gcouso()santa-ana.org
RFP 24-086A City of Santa Ana Page 29 of 64
0 CITY OF SANTA ANA
D. City will use best efforts to make payments within thirty (30) days following
receipt and review of invoice and upon complete satisfactory receipt of
performance of services.
E. City shall notify proposer of any adjustments required to invoices.
F. Invoices shall contain Agreement number, City PO or Agreement Release
number, invoice number, remit to address and itemized services description and
price as quoted and shall be accompanied by acceptable proof of delivery.
G. Invoices shall contain Agreement number, City PO or Agreement Release
number, invoice number, remit to address and itemized services description and
price as quoted and shall be accompanied by acceptable proof of delivery.
H. Proposer shall utilize standardized invoice upon request.
I. Invoices shall only be issued by the Proposer who is awarded an agreement.
Payments will be issued to and invoices must be received from the same
Proposer whose name is specified on the PCs or Agreement Release.
XII. ACCOUNT MANAGER /SUPPORT STAFF FOR EXCERCISES
A. Proposer shall provide a dedicated competent account manager who shall be
responsible for the City account / agreement. The account manager shall receive
all orders from the City and shall be the primary contact for all issues regarding
the Proposer's response to this RFP and any agreement which may arise
pursuant to this RFP.
B. Proposer shall provide a dedicated competent account manager who shall be
responsible for the City account / agreement. The account manager shall receive
all orders from the City and shall be the primary contact for all issues regarding
the Proposer's response to this RFP and any agreement which may arise
pursuant to this RFP.
C. Proposer shall also provide adequate, competent support staff that shall be able
to service the City during normal working hours, Monday through Friday. Such
representative(s) shall be knowledgeable about the agreement, training offered,
and able to identify and resolve quickly any issues included, but not limited to
order and invoicing problems.
D. Proposer account manager shall be familiar with City requirements and
standards and work with the City to ensure that established standards are
adhered to.
RFP 24-086A City of Santa Ana Page 30 of 64
EXHIBIT B
The
Olson
Group,
Ltd.
October 15, 2024
Sgt. Garry Couso
UASI Coordinator
Homeland Security Division
Santa Ana Police Department
60 Civic Center Plaza
Santa Ana, CA 92703
Email: gcouso@santa-ana.org
RE: CERT Mutual Aid Program (CMAP) Exercise — Best and Final Offer
The Olson Group, Ltd. (OGL) is pleased to submit our Best and Final Offer to the Santa Ana Police Department and
the Anaheim/Santa Ana UASI Regional Training and Exercise Program for a CERT Mutual Aid (CMAP) Exercise
addressing volunteer response to a major incident.
We look forward to the opportunity to support this exercise. Should you have any questions or request clarifications
on any of the elements of this submittal, please do not hesitate to contact me at the number and email below. Thank
you for your consideration.
Best regards,
yle B. Ison
P ' nt
Phone:703-518-9982
Cell: 703-625-9387
Email: kbolson a).olsongroupltd.com
44 Canal Center Plaza, Suite 300 Alexandria, VA 22314
Tel: (703) 518.9982 www.olsongroupltd.com Fax: (703) 518.9988
The
o1s CERT Mutual Aid Exercise — Best and Final Offer
Group,
m °P Anaheim -Santa Ana UASI Regional Training and Exercise Program
PRICING
The Olson Group, Ltd. (OGL) is pleased to offer this Best and Final Offer in response to the Santa Ana Police
Department and the Anaheim/Santa Ana UASI Request for Competitive Bids for a CERT Mutual Aid Exercise
as part of the Anaheim/Santa Ana UASI Regional Training and Exercise Program. OGL proposes to develop,
conduct and document this important training exercise for the REVISED Firm, Fixed Price of $44,000.00.
This price is inclusive of all labor, travel, printed materials, and other direct costs. All other aspects of our
original proposal remain unchanged.
Price Assumptions: Our price assumes a minimum of two controllers and a separate evaluator for each skill
station. OGL also proposes to provide the Lead Controller, Lead Evaluator and a controller for any actors
and staging areas that will be included as part of exercise play. Regarding the exercise planning meetings,
our proposal assumes a face-to-face meeting for each of the exercise planning meetings. All these
assumptions are negotiable based on the actual needs of the Anaheim/Santa Ana UASI and the Exercise
Planning Team.
For this effort, OGL proposes a Firm -Fixed Price of $44,000.00. This price is inclusive of all labor, travel,
printing and other direct costs.
OGL will submit invoices on a monthly basis, tied to project milestones, as indicated below:
Initial Planning Meeting $ 10,000.00
Midterm Planning Meeting $ 10,000.00
Exercise Conduct $ 18,500.00
After -Action Report Delivery $ 5,500.00
TOTAL $ 44,000.00
We have based this price on the planning and conduct of the deliveries, with the exercise being completed
in early 2025. We look forward to your review of our offer. Should you have any questions or requests for
clarification, please feel free to contact us directly.
Certification - I certify that I have read, understand and agree to the terms and conditions of this
Request for Proposals. 1 have examined the Scope of Services (Exhibit 1) and am qualified to provide
services being requested as specified herein. I understand and agree that I am responsible for
reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of
my proposal.
PROPOSER'S STATEMENT: I have read, understood and agree to the terms and conditions on all
pages of the Request for Proposals. Upon request, I Wil transfer and deliver goods or services to the
City in accordance with said terms and conditions.
LI I WSirlpl: y
Kyle B. Olson President
PRINTED NAME OF AUTHORIZED AGENT TITLE
20-3551189 3941884 (California Secretary of State)
FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER
(IF APPLICABLE)
Not Applicable
CITY OF SANTA ANA BUSINESS LICENSE NUMBER
(PLEASE PROVIDE IF AVAILABLE, BUT NOT REQUIRED UNTIL AND IF ANAWARD 1S MADE TO PROPOSER.)
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE,
RFP 24.086A City of Santa Ana Page 55 of 64
The
OlsonGroAnaheim/Santa Ana Urban Area
d up' CERT Mutual Aid Program (CMAP) Exercise Drill
F. References
ATTACHMENT B
REFERENCES
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the
supplies, equipment or services included in the scope of the proposal specifications. Attach additional
pages if required. The City reserves the right to contact each of the references listed for additional
information regarding your firm's qualifications.
REFERENCE
Customer Name: Anaheim/Santa Ana UASI Contact Individual: Set. Joe Hamlin
Address: 60 Civic Center Plaza Phone Number: (714) 245-8720
Santa Ana CA 92701 EMAIL: ihamlin4santa-anaorg
Contract Amount: $39,750 Year: 2023
Description of supplies, equipment, or services provided:
OGL developed and executed an 8-hour exercise for 120 CERT volunteers at the Orange County Sheriffs Training Academy
that ,rovided an opportunity for CERT volunteers to practice response techniques to assist In a disaster or emergency.
REFERENCE
Customer Name:oelawam Emamenw Menaoemant AgencvContact lndividua l: M'kw Q3AaRey
Address: 165 Brick Store Landing Road Phone Number: (302) 222-7405
Smyrna Delaware 19977 EMAIL: michael.omallev@cIelaware.gov __
Contract Amount: S400.QD0 Year..2008 - Present
Description ofsupphes, equipment, orservices provided:
Since the inception of the contract in 2008, OGL has designed, developed, conducted, and evaluated
_dmarts-of_a1L-hazard HSEEP exercises including Tabl�top—Eunrt[gnat,-and_Eullscate Exercises --
REFERENCE
North Central Texas Council of Shawna Lemley, Emergency Management
Customer Name: Governments(NCTCGI — _. Contact Individual: coordinator. City of Arington OEM
Addre s s: 620 West Division Street Phone Number
Arington Texas 76011 EMAIL: shawna.lemley@adingtontx.gov
Contract Amount: $3a.43558 Year:
Description of supplies, equipment, or services provided:
NCTCOG Regional Citizen Corps Program Exercise: Developed and conducted 8-hour (two 4-hour iterations) round-robin Full-
scale Exercise involving approximately 150 North Central Texas CERT and Medical Reserve Corps (MRC) team members
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOS ALS THAT DO NOT CONTAIN THIS FORM WILL BE CONS INERED NONRESPONSIVE.
Proposer understands and agrees that this written RFP (or any part thereof specifically designated and
accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer
and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with
her signature and official seal noting hereon the action of approval of the Council, signed by the Executive
Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of
this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or
deposited with the United States Postal Service properly addressed to the proposer with the correct postage
affixed thereto.
Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish
City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays,
Sundays and Chy's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof
accompanying this proposal shall become the property of the City and shall be considered as payment of
damages due to the delay and other causes suffered by City because of the failure to furnish the necessary
bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to
ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned
to the undersigned.
Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth
in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under
the contract will be based upon the actual quantities of work satisfactorily completed.
All terms contained in the specifications, the certification of nondiscrimination by contractors, and the
required insurance certificates are to be incorporated by reference Into this agreement and are made
specifically as part of this RFP.
Signed and Printed Name:
Title
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE,
RFP 24.666A City of Santa Ana Page 57 of 64
A'TT'1AChjMENT D
NON COLLUSIt7N AFF113A�IIT
(Title 23 United States Code Section 112 and Public Contract Code Section 7106)
To the CITY OF SANTA ANA
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer
declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person,
partnership, company, association, organization, or corporation; that the proposal is genuine and not
collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer
to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or
agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from
bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement,
communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or
to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to
secure any advantage against the public body awarding the contract of anyone interested in the
proposed contract; that all statements contained in the proposal are true; and, further, that the proposer
has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the
contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any
corporation, partnership, company association, organization, bid depository, or to any member or agent
thereof to effectuate a collusive or sham proposal.
Note: The above non -collusion affidavit is part of the proposal. Signing this proposal on the signature
portion thereof shall also constitute signature of this non -collusion affidavit, Proposers are cautioned that
making a false certification may subjejAVe certifier to criminal prosecution.
State 6�.AKCounty of &y_L-'a
Su Y� cri ad i sworn to (or affirmed) before me on this day of � t 20-4, by
l , proved to me on the basis of satisfactory evidence 6 the person(s)
who a >eared before me.
Notary Public do t re
'.pS AfZY4,
.�• May, c�,m-
-ter. ; NUMB S��N
Notary Public Seat
ti
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL. BE CONSIDERED NONRESPONSIVE.
RFP 24-086A City of Santa Ana Page 68 of 64
}iTT,4Cl-)MEN'I' �
NON LQB�YlNG CER'1"tFICATtON
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or
her knowledge and belief, that:
(1) No Federal appropriated funds have been paid orwill be paid, by or on behalf of the undersigned,
to any person for influencing or attempting to influence an officer or employee of any Federal
agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member
of Congress in connection with the awarding of any Federal contract, the making of any Federal
grant, the making of any Federal loan, the entering into of any cooperative agreement, and the
extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan,
or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person
for influencing or attempting to influence an officer or employee of any Federal agency, a Member
of Congress, an officer or employee of Congress, or an employee of a Member of Congress In
connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned
shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in
conformance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this transaction
was made or entered into. Submission of this certification is a prerequisite for making or entering into
this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required
certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for
each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall
require that the language of this certification be included in all lower tier subcontracts, which exceed
$100,000 and that all such subrecipients speAn'Tertify and disclose accordingly.
Signed: xl: ~'
Title: Aresident 1
Firm: The'64*efi Gmun. Ltd.
Date: July 31..2024
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
RFP 24.086A City of Santa Ana Page 59 of 64
ATTACHMENT P
NON'pISC#,INI1NATtON CEF�TIFI.GATION
The undersigned consultant or corporate officer, during the performance of this contract, certifies as
follows:
The Consultant shall not discriminate against any employee or applicant for employment because of
race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that
applicants are employed, and that employees are treated during employment without, regard to their
race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the
following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms of compensation; and selection for training, including
apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and
applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination
clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of
the Consultant, state that all qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a
collective bargaining agreement or other contract or understanding, a notice to be provided advising
the said labor union or workers' representatives of the Consultant's commitments under this section,
and shall post copies of the notice in conspicuous places available to employees and applicants for
employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965,
and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his/her books, records, and accounts by the administering agency
and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules,
regulations, and orders.
1. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or
with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or
suspended In whole or in part and the Consultant may be declared Ineligible for further Government
contracts or federally assisted construction contracts in accordance with procedures authorized in
Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and
remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule,
regulations, or order of the Secretary of Labor, or as otherwise provided by law.
2. The Consultant shall include the portion of the sentence Immediately preceding paragraph (1) and
the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted
by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive
Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract
or purchase order as the administering agency may direct as means of enforcing such provisions,
RFP 24-OSSA City of Santa Ana Page 60 of 64
including sanctions for noncompliance; provided, however, that in the event the Consultant becomes
involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction
by the administering agency, the Consultant may request that the United States enter Into such
litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats, 1939, and as
amended, no discrimination shall be made in the employment of persons upon public works because
of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital
status, or sex of such persons, except as provided in Section 1420, and any consultant of public
works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed;
Title:
Firm: The Olson Group Ltd.
Date: J-ul { 70�d
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
RFP 24-BBBA Ctty of Santa Ana Page 61 of 64
A'7T�1GHM�NT G
SAM �Q�1 UE1 V Flan IN
On April 4, 2022, the federal government stopped using the DUNS Number to uniquely identify entities,
Now, entities doing business with the federal government use the Unique Entity ID created in SAM.gov,
They no longer have to go to a third -party website to obtain their identifier. This transition allows the
government to streamline the entity identification and validation process, making it easier and less
burdensome for entities to do business with the federal government.
This RFP includes federal funding, and as such, the proposer must provide verification of their SAM.gov
UEI and registration status. Please attach your entity's registration from SAM.gov, including UEI and
active registration status,
Proposer's UEI-CLUJFDSQMM24
SAM.gov Registration Expiration Date: January 2. 2025
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
RFP 24-006A City of Santa Ana Page 62 of 64
Ind urylnred by 11'ENDYS'HANEm, Jnn 03, 202J w oz-im Mf
THE Of SON GROUP ETD
�!! SAM.00vn
THE OLSON GROUP LTD
Unique Entity ID
CAGE / NCAGE Purpose of Registration
CLUJFDSOMM24
4DA65 All Awards
Registration Status
Expiration Date
Active Registration
Jan 2, 2025
Physical Address
Mailing Address
11 Canal Center PLZ
11 Canal Center PIZ STE 103
STE 103
Alexandria, Virginia 22314-1595
Alexandria, Virginia 22314-1695
United States
United States
Business Informadon.-
Doing Business as Division Name Division Number
THE OLSON GROUP (blank) (blank)
Congressional District State / Country of Incorporation URL
Virginia 08 Virginia / United States httpJ/www.olsongroupltd.com
Registration Dates
Activation Date Submission Date Initial Registration Date
Jan 4, 2024 Jan 3, 2024 Apr 12, 2006
Entity Dates
Entity Start Date Fiscal Year End Close Date
Sep 13, 2005 Dec 31
Immediate Owner
CAGE Legal Business Name
(blank) (blank)
Highest Level Owner
CAGE Legal Business Name
(blank) (blank)
Executive Compensation
In your business or organization's preceding completed fiscal year, did your business or organization (the legal entity to which this specific SAM record,
represented by a Unique Entity ID, belongs) receive both of the following: 1. 80 percent or more of your annual gross revenues in U.S. federal contracts,
subcontracts, loans, grants, subgrants, and/or cooperative agreements and 2. $25,000,000 or more in annual gross revenues from U.S. federal contracts,
subcontracts, loans, grants, subgrants, and/or cooperative agreements?
No
Does the public have access to information about the compensation of the senior executives in your business or organization (the legal entity to which this
specific SAM record, represented by a Unique Entity ID, belongs) through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act
of 1934 (15 U.S.C. 78ri 78o(d)) or section 6104 of the Internal Revenue Code of 1986?
Not Selected
Proceedings Questions
Is your business or organization, as represented by the Unique Entity ID on this entity registration, responding to a Federal procurement opportunity that
contains the provision at FAR 52.209-7, subject to the clause in FAR 52.209-9 in a current Federal contract, or applying for a Federal grant opportunity
which contains the award term and condition described in 2 C.F.R. 200 Appendix %II?
No
Does your business or organization, as represented by the Unique Entity ID on this specific SAM record, have current active Federal contracts and/or
grants with total value (including any exercised/unexercised options) greater than $10,000,000?
Not Selected
Within the last five years, had the business or organization (represented by the Unique Entity ID on this specific SAM record) and/or any of its principals, in
connection with the award to or performance by the business or organization of a Federal contract or grant, been the subject of a Federal or State (1)
criminal proceeding resulting in a conviction or other acknowledgment of fault; (2) civil proceeding resulting in a finding of fault with a monetary fine, penalty,
reimbursement, restitution, and/or damages greater than $5.000, or other acknowledgment of fault; and/or (3) administrative proceeding resulting in a
finding of fault with either a monetary fine or penalty greater than $5,000 or reimbursement, restitution, or damages greater than $100.000, or other
acknowledgment of fault?
Not Selected
Ma), 20.202405.23.33 PM G1H'
Irr/rycl/ram.XnrlenlirldCLUJfO5Q,11h124/rnreDurn2rralu�=nut/ Pnge I nf4
hulvpda ed Dy IVENDYh'HANE'u,IX.103, 2024.007:06AM THEO1.0N (moor i To
MMMMMMM
ACIlve Exclusions Records?
Business Types
EntityStructure
Corporate Entity Mot Tax Exempt)
Profit Structure
For Profit Organization
Socio-Economic Types
Entity Type
Business or Organization
Organization Factors
Subchapter$ Corporation
Check the registrant's Reps & Corte, It present, under PAR 62.21"or PAR 62.219-1 to determine H the entity Is an SBA-conifled HURZone small
business concern. Additional small business information may be found In the SDA's Dynamic Small Business Search It the entity completed the
BSA supplemental pages during registration.
Accepts Credit Card Payments Debt Subject To Offset
No No
EFT Indicator
0000
Electronic Funds Transfer
Account Type
Checking
Financial Institution
TRUIST BANK
Automated Clearing House
Phone (U.S.)
8007522616
Fax
(blank)
Remittance Address
THE OLSON GROUP, LTD
11 Canal Center PLZ
Suite 103
Alexandria, Virginia 22314
United States
CAGE Codo
4DA66
Raining Number
......07
Account Number
Email
(blank)
Look Box Number
(blank)
Phone (non-U.S.)
(blank)
EIN
Type of Tax
Taxpayer Name
... 1189
Applicable Federal Tax
THE OLSON GROUP LTD
'tax Year (Most Recent Tax Year)
NameRitle of Individuai Executing Consent
TIN Consent Date
2023
Snrp Operations & Administration
Jan 3, 2024
Address
Signature
11 Canal Center PLZ STE 103
WENDY L SHANE
Alexandria, Virginia 22314
Accounts Receivable POC
A
Wendy L Shane, SVP of Operations &
Administration
War 20, 202403:23:33 PhiGMP
irnpra/core,yvrNemleJCLUJPUSOMA4MlcoreUNa?s�mus=mdf
Page 2 aJ4
m„ updaW by IVFNnrs'HANEna ann 03.2024.107.06 AM
THE OMON GROUP LID
wahano0olsongroupltd,com
7035189982
Electronic Business
R
11 Canal Center PLZ, Suite 103
Wendy L Shone, SVP of Operations &
Alexandria, Virginia 22314
Administration
United States
wehano0oisongroupitd,com
7035199982
Kyle S Olson, President
11 Canal Center Plaza
kbolsonOalsongroupltd.com
Suite 103
7035189982
Alexandria, Virginia 22314
United States
Government Business
A
11 Canal Center Plaza
Kyle S Olson, President
Suite 103
kboisongolsongmupitd.com
Alexandria, Virginia 22314
7036109902
United States
Wendy L Shane, Sr. VP of Operations &
11 Canal Center PLZ
Administration
Suite 103
wshans(4alsongrcupltd.cam
Alexandria, Virginia 22314
7035189982
tined Slates
Past performance
mm
A
I Canal Center Plats
Kyle 9 Olson, President
Suite f03
kbolsonfolaongroupltd,com
Alexandria, Virginia 22814
7035189982
United States
Wendy L Shone, Sr. VP of Operations &
11 Canal Center PLZ
Administration
suite 103
wshamu—molsongroupitd.com
Alexandria. Virginia 22314
7035189982
United Slates
F
Primary NAILS Codes
Yes 561499
641611
641618
641620
541690
541990
611710
n
OMIM
iGT Size Metrics
Annual Revenue (from all IGTs)
(blank)
NAICS Tfin
All Other Business Support Services
Administrative Management And General Management Consulting
Services
Other Management Consulting Services
Environmental Consulting Services
Other Scientific, And Technical Consulting Services
All Other Professional, Scientific, And Technical Services
Educational Support Services,
Worldwide
Annual Receipts (in accordance with 13 CFR 121)
Number of Employees (in accordance with 13 CFR 121)
$6,732,450.00
31
Location
Annual Receipts (In accordance with 13 CPR 121)
Number of Employees (in accordance with 13 CFR 121)
$6,732,450.00
31
Mvp 20, 2024 05:23:J3 PM GMr
lntprllsaro.gnv/erta�y9CLUJFI1S�Mh41d/enraDnm?srmas=nn(!
Pug 63 of4
I4L epdaw Pt' Ir1?NDY,1'HANF, I aRol 03. 2024w 07.06 AM
THECISON CROUP LTD
IndustrySpeolgo
Barrels Capacity
(blank)
Megawatt Flours
(blank)
}
L
ThIs entity did not enter the EDI information
Yes, this entity, appears In the disaster response registry.
No, this entity does not require bonding to bid on contracts.
Bonding Levels Dollars
(blank) J
States
Florida
Texas
Virginia
Counties
(blank)
Total Assets
(blank)
Metropolitan Statistical Areas
(blank)
Map 20, 2024 03:23.33 PU wr
hups.•UnmlgavlemlgVCL1dIF'OSQMMM/corvUnm'7smtus=null Page40f4
ATTACHMENT H
Certification Regarding
Debarment Suspension, Ineligibility and VoIqpjLrXXxcIuslop
Lower Tier Covered Transactions
This certification is required by the regulations implementing Executive Order 12549, as amended,
Nonprocurement Debarment and Suspension, 2 CFR Part 2998, Subpart C, Responsibilities of
Participants Regarding Transactions. The regulations were published as Part VII of the May 26,1988,
Federal Register (Pages 19160-19211), and as subsequently amended in 81 Federal Register 25585.
(Before completing certification, read instructions which are an integral part of certification)
1. pursuant to 2 CFR 180.335, the prospective primary participant, (Le. grantee) certifies to the best of
Its knowledge and belief, that it and its principals:
a. Are not presently excluded or disqualified;
b. Have not been convicted within the preceding three years of any of the offenses listed in 2
CFR 180.800(a) or had a civil judgment rendered against them for one of those offenses within
that time period,
c. Are not presently indicted for or otherwise criminally or civilly charged by a government
entity (Federal, State or local) with commission of any of the offenses listed in 2 CFR 180.800(a);
and
d. Have not had one or more public transactions (Federal, State or local) terminated within the
preceding three years forcause or default,
2. Where the prospective primary participant is unable to certifyto any of the statements in this
certification, such prospective participant shall attach an explanation to this proposal.
�� f
r r
cd,
C
(Olson, President,.The.Olson Group, LU
Name and Title of Official Authorized to Certify
On Behalf of the Consultant
July 37, 202.4
Date
RFP 24-666A City of Santa Ana Page 63 of 64