HomeMy WebLinkAboutCALIFORNIA SPECIALIZED TRAINING INSTITUTE (CSTI)-2016A-2016-239
EEMENT TO ��pC1(iRTHE ANAHEIM / SANTA PROVIDE TRAINING
COURSES
RBAN AR AAND EXERCISES
AN NE DED BASIS
THIS AGREEMENT is made and entered into this 16th day of August, 2016 by and between the California
Governor's Office of Emergency Services, on behalf of the California Specialized Training Institute,
("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 June 6, 2016, the Santa Ana Police Department ("SAPD") issued Request for Qualifications
No. 16-068, by which it sought to identify and qualify suitable vendors capable of delivering a
broad choice of homeland security -related training courses and exercises conducted by
professionals in the fields of law, fire, public health, and emergency management.
B. These courses are in support of the Anaheim/Santa Ana Urban Area ("ASAUA") Homeland
Security Regional Training and Exercise Program and will be funded by a grant awarded to the
City by the United States Department of Homeland Security's Urban Areas Security Initiative
("UASI") and administered by SAPD. The ASAUA consists of the incorporated cities in Orange
County and the police departments of the University of California, Irvine, and California State
University, Fullerton.
C. Through SAPD, the training and exercise programs will be made available to agencies in the
ASAUA on an as -needed basis to enhance domestic preparedness for acts of terrorism.
D. Contractor submitted a responsive proposal that was among those selected by the City.
E. 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 as -needed basis, and at the sole discretion of City, Contractor shall conduct the training
and/or exercise programs described in Exhibit A to this Agreement. Contractor's proposal is incorporated
by reference as though fully set forth herein. In the performance of all services, Contractor shall comply
with the technical specifications provided in Section III of RFQ No. 16-068, which are incorporated by
reference and attached as Exhibit B.
2. CHANGE ORDERS
To maintain flexibility that allows first responders to address emerging and unforeseeable threats,
the ASAUA Homeland Security Regional Training and Exercise Program will utilize a Change Order
provision to request other training and exercise courses at the City's request. Change Orders will be used
to approve training and/or exercises and can modify the existing scope of work for specialty and other ad-
hoc training and exercises on an as needed basis, Change Orders will be drafted by the UASI Grant
Coordinator, reviewed and approved by the Contractor, then forwarded to the Chief of Police and the City
Manager for the City of Santa Ana or their designees for approval.
3. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to
Contractor under this Agreement. Contractor shall be paid only for actual services
performed under this Agreement (i) at the rates and charges identified in Exhibit A and (ii)
in accordance with the payment provisions set forth in the technical specifications attached
as Exhibit B. Any compensation payable to Contractor shall be paid from a portion of the
above -referenced UASI grant awarded to the City in the amount of $2,253,140, which shall
serve as the total amount payable for all training and exercise programs supplied under
RPQ No. 16-068.
b. Payment by City shall be made within thirty (30) days following receipt of proper invoice
evidencing work performed, subject to City accounting procedures. Payment need not be
made for work that fails to meet the standards of performance set forth in the Recitals which
may reasonably be expected by City.
4. TERM
This Agreement shall commence on the date stated above and continue through August 15, 2019,
unless terminated earlier in accordance with Section 18, below. The term of this Agreement may be
extended for a single (1) one-year period upon a writing executed by the City Manager and the City
Attorney,
5. INDEPENDENT CONTRACTOR
Contractor shall, dining 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
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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
Prior to undertaking performance of work under this Agreement, Contractor shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Contractor shall maintain commercial general
liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection
against claims arising from bodily and personal injury, including death resulting therefrom
and damage to property, resulting from any act or occurrence arising out of Contractor's
operations in the performance of this Agreement, including, without limitation, acts
involving vehicles, The amou ats of insurance shall be not less than the following: single
limit coverage applying to bodily and personal injury, including death resulting therefrom,
and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000
in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents,
volunteers and representatives as additional insured(s); (b) be primary and not contributory
with respect to insurance or self-insurance programs maintained by the City; and (c)
contain standard separation of insureds provisions.
b. Business automobile liability insurance, or equivalent form, with a combined single lirnit
of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, hired and non -owned automobiles.
C. Worker's Compensation Insurance. In accordance with the California Labor Code,
Contractor, if Contractor has any employees, is required to be insured against liability for
worker's compensation or to undertake self-insurance. Prior to commencing the
performance of the work under this Agreement, Contractor agrees to obtain and maintain
any employer's liability insurance with limits riot less than $1,000,000 per accident.
d. If Contractor is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of not
less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by Contractor pursuant
to this section:
(i) Contractor shall maintain all insurance required, above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be famished to the City upon execution of
this Agreement and shall be approved by the City.
(iii) Certificates and policies shall state that the policies shall not be emceled or
reduced in coverage or changed in any other material aspect without thirty
(30) days prior written notice to the City.
(iv) Contractor shall supply City with a fully executed additional insured
endorsement.
I£ Contractor fails or refuses to produce or maintain the insurance required by this section
or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to terminate
this Agreement. Such termination shall not affect Contractor's right to be paid for its time
and materials expended prior to notification of termination, Contractor waives the right to
receive compensation and agrees to indemnify the City for any work performed prior to
approval of insurance by the City.
8. INDEMNIFICATION
Contractor agrees to and shall indemnify, defend, and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims far personal injury,
including death, and claims for property damage, which may arise from the negligence or willful
misconduct of the Contractor or its, subcontractors, agents, employees, or other persons acting on their
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 farther 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. Contractor's indemnification obligations in this
section shall survive expiration of this Agreement.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor shall defend, indemnify, and hold harmless City, its officers, agents, representatives,
and employees against any and all liability or losses, including costs and attorney's fees, for infringement
of any United States' letters patent, trademark, or copyright, alleged or contained in the work product or
documents provided or used by Contractor under this Agreement.
10. CONFORMITY WITH LAW AND SAFETY
In performing any services under this Agreement, Contractor shall observe and comply with all
applicable laws, ordinances, codes, and regulations of governmental agencies, including federal, state,
municipal, and local governing bodies having jurisdiction over the scope of services, including all
provisions of the California Occupational Safety and Health Act. Contractor shall indemnify, defend, and
hold harmless City from any and all liability, fines, penalties, and consequences from any of Contractor's
failures to comply with such laws, ordinances, codes, and regulations.
11. 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.
12. 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 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.
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 the performance of services specified under this Agreement.
14, 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: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax 714- 647-6956
With courtesy copies to:
UASI Grant Coordinator
Homeland Security Division
Santa Ana Police Department
60 Civic Center Plaza
Santa Ana, CA 92701
To Contractor: Cal OES/California Specialized Training Institute
3650 Schriever Avenue
Mather, CA 95655-4203
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.
15. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Contractor
regarding the subject matter therein, 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 are 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 consultants retained by City.
17. 'WAIVER
No waiver of a 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, 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.
18. 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, City may require Contractor to deliver to the City all work
product 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 that fails to meet the standard of performance
specified in the Recitals of this Agreement.
19. NONDISCRIMINATION
Contractor shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the
recruitment, selection, training, utilization, promotion, termination or other employment related activities
or in connection with any activities 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.
20. 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,
21, 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,
22. CERTIFICATIONS
a. Debarment and Suspension. Contractor will comply, and all its subcontractors will
comply, with applicable federal suspension and debarment regulations including, but not limited to,
Executive Orders 12549 and 12689, and 2 Code of Federal Regulations (CFR) §200.212 and codified in
2 CFR Part 200.
b. Section 504 of the Rehabilitation Act of 1973. All recipients of federal funds must comply
with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the federal funds recipient
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pursuant to the requirements of The Act hereby gives assurance that no otherwise qualified disabled person
shall, solely by reason of disability 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. Contractor agrees it will ensure that requirements of The Act
shall be included in any agreements with and, be binding on all of its subcontractors, assignees, or
successors.
C. Americans with Disabilities Act of 1990 (ADA). Contractor must comply with all
requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable.
d. Lobbying and Political Activity, None of the finds, 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".
e. Contractor will comply, and all its subcontractors will comply, with all applicable lobbying
prohibitions and laws, including those found in United States Code Title 31, § 1352, et seq„ and agrees
that none of the finds provided under this award may be expended by the Contractor 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,
f. Contractor will comply, and all its subcontractors will comply, with all requirements of the
Byrd Anti -Lobbying Amendment (31 U.S.C. 1352), as applicable,
g. Non -Discrimination and Equal Opportunity. Contractor will comply, and all its
subcontractors 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 II of the Americans with Disabilities Act (ADA)
(1990); Title IX 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 Contractor makes a finding of
discrimination after a due process hearing on the grounds of race, color, religion, national origin, sex, or
disability against Contractor, Contractor 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.
h. Contractor will comply, and all its subcontractors 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,
i. Contractor will comply, and all its subcontractors will comply, with all requirements of the
California Public Contract Code Section 10295.3, as applicable.
j, Contractor will comply, and all its subcontractors will comply, with all requirements of the
Copeland "Anti -Kickback" Act (18 U.S.C. 874) as supplemented in Department of Labor regulations (29
CFR Part 3), as applicable.
k. Contractor will comply, and all its subcontractors will comply, with all requirements of the
Davis -Bacon Act (40 U.S.C. 276a to 276a-7) as supplemented by Department of Labor regulations (29
CFR Part 5), as applicable.
1. Contractor will comply, and all its subcontractors will comply, with all requirements of
Sections 103 and 107 of the Contract Work and Safety Standards Act (40 U.S.C. 327-330) as
supplemented by Department of Labor regulations (29 CFR Part 5), as applicable.
M. Contractor will comply, and all its subcontractors will comply, with all applicable standards,
orders or requirements issued under Section 306 of the Clean Air Act (42 U.S.C. 1857(h)), Section 508 of
the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and the Environmental Protection Agency
regulations (40 CFR part 15), as applicable.
n. Contractor will comply, and all its subcontractors will comply, with all requirements of the
Energy Policy and Conservation Act (Pub. L, 94-163, 89 Stat. 871), (53 FR 8078, 8087, Mar. 11, 1988,
as amended at 60 FR 19639, 19645, Apr. 19, 1995), as applicable.
o. Contractor will comply, and all its subcontractors 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.
P, Contractor 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, as applicable,
q Contractor 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 mid/or
City purpose:
(1) the copyright in any work developed through this Agreement; and
(2) any rights of copyright to which the Contractor 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.
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,
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
Maria D, HuizT-
Clerk of ti'te Council
APPROVED AS TO FORM:
SONIA R. CARVAI,HO
City Attorney
By:
JohnM. Funk
Assistant City Attorney
FEW
Police Department
M
10
CITY OF SANTA ANA
Davi avazos
City Manager
CONTRACTOR:
Name: Sara Stillwell
Title: Assistant Director, Admin. Services
Contractor: CaIOES/Callfornla Specialized Training Institute (CSTI)
EXHIBIT A
List of Training/Classes and Exercises
TRAINING
Discipline Codes: Law Enforcement= LE, Fire =P, Emergency Medlcal Services =EMS, Emergency Management = EM, Public Health = PH, Other Discipline = 00
Course Title
Description
Discipline
Total Course Cost
(Estimated)
This course Introduces participants to key emergency management
Essential Emergency Management Concept;
principles and practices using a complex earthquake scenarlo. Content
Earthquake
Includes the SEMS Introductory Course, G775 ECC Management and
LE, F, EM, OD
$55,500,00
Operations, and specific EOC section/posliion training,
This course focuses on the steps to design, conduct, and evaluate a
Enhanced Exercise Design, Conduct, and
discussion and operations based exercise, hest practices as they relate
Evaluation (EEDCE)
to exercise design and development of an exercise design team using
EM, EMS, L,
ODE
$27,000.00
HSEEP guidance and principles.
CTSI certifies "outreach Instructors" to teach the above course to assist
Essentials EOCActlon Planning TTT(G626)
In the process of meeting Federal NIMS training requirements and
EM, EMS, LE, OD
$18,000.00
WOES EOC Position Credentlaling.
CTSI certifies"outreach instructors" to teach the above course to assist
EOC Section/Position TTT
in the process of meeting Federal NIMS training requirements and
EM, EMS, LE, OD
$15,500.00
WOES EOC Position Credentialing.
This series of five training modules focuses on key EOC positions within:
Essential EOC Section/Position Training - All
Management, Operations, Planning & Intelligence, Logistics, and Finance
Positions (G110 -A)
& Administration sections. Each course defines function, detailed
EM, OD LE
EMS, ,
$33,000.00
position descriptions and tabletop exercise.
This series of five training modules focuses on Ieey EOC positions within:
Essential EDC Section/Position Training-
Management, Operations, Planning & Intelligence, Logistics, and Finance
Finance & Administration(G110-F)
& Administration sections. Each course defines function,
EM, EMS, LE, OD
$7,000.00
position descriptions and tabletop exercise.
Page 1 of 7
Contractor: CalOES/California Specia IIzed Training Institute (CSTI)
Page 2 o f 7
This series of five training modules focuses on key EOC positions wIthIn:
Essential EOCSection/Posltlon Training -
Management, Operations, Planning & Intelligence, Logistics, and Finance
Logistics (6110-L)
&Administration sections. Each course defines function, detailed
EM, OD LE
EMS, ,
$7,000.00
position descriptions and tabletop exercise.
This series of five training modules focuses on key EOC positions within:
Essential EOCSectlon/Position Training.
Management, Operations, Planning & Intelligence, Logistics, and Finance
Management (G110 -M)
& Administration sections. Each course defines function, detailed
EM, OD LE
EMS, ,
$7,000.00
position descriptions and tabletop exercise.
This series of five training modules focuses on key EOC positions within:
Essential ECC Sectlon/Posltlon Training-
Management, Operations, Planning & Intelligence, Logistics, and Finance
Operations (6110-0)
& Administration sections. Each course defines function, detailed
EM, EMS, LE, OD
$7,000.00
position descriptions and tabletop exercise.
This series of five training modules focuses on key EOC positions within:
Essential EOC Sectlon/Positien Training -
Management, Operations, Planning & Intelligence, Logistics, and Finance
Planning & Intelligence G110 -P)
&Administration sections. Each course defines function, detailed
OD LE
EMS, , ,
$7,000.00
position descriptions and tabletop exercise.
This course provides participants with an understanding of ICS/EOC
ICS/EOC Workshop Interface
Interface. Content Includes an overview of ICS and MACS, and a
EM, EMS, LE, OD
$13,000,00
practical exercise to discuss, apply, and validate workshop concepts and
ideas for effective ICS and EOC Interface.
This course focuses on how to plan for people with disabilities and
Integrating Access and Functional Needs Into
access and functional needs, understand the Importance of Integrating
Emergency Management (G-197)
this population in emergency management and the whole community
EM, EMS, L,
Op E
$10,000.00
Inclusion.
This course focuses on emergency operations plans, the format and
Emergent PlanningG235
Emergency ( I
process to develop plans and evaluate the plan's effectiveness. Content
EM, EMS, LE, OD
$20,000.00
Includes Comprehensive Planning Guide (CPG 101) and Threat and
Hazard Identification and Risk Assessment (THIRA).
Page 2 o f 7
Contractor: CaICES/California specialized Training Institute (CSTI)
Disaster Recover G270,4
Recovery ( )
This course focuses on various programs related to recovery after a
EM, EMS, LE, OD
$20,000.00
disaster, Content also Includes the Recovery Planning Process,
Volunteers and Donations Management
This course provides strategies for managing volunteers, donations, and
(G288)
cash before, during, and after a disaster. Content also Includes how to
EM, EMS, LE, OD
$13,000.00
Identify resources for volunteers and donations management.
This course Is designed for people who work with the media In times of
G290/G291 Basic Public Information Officer
crisis and day-to-day media relations. The program emphasizes the
and Joint Information System/Joint
Importance of developing Public Information Officer (PIC) team,
LE, F, EMS, EM, PH,
$40,000.00
Information Center
communication skills, leadership and working In a Joint Information
OD
Center using Joint Information Systems,
This course provides assistance to emergency planners, risk managers,
Multi -Hazard Emergency Planning for
school site and response personnel, law enforcement and emergency
Schools (G364)
management organizations In planning for disasters/emergencies,
EM, EMS, LE, OD
$13,OOO,p0
Including acts of violence.
Planning for Needs of Children in Disasters
This course provides guidance about meeting the unique needs of
(0366)
children In disasters,
EM, EMs, LE, OD
$13,000.00
This course provides resources for mitigation activities fundamental to
Disaster Mitigation G393
g ( )
reduce and eliminate long-term hazard risks. Participants will
EM, EMS, LE, OD
$18,000,00
-
understand their roles and responsibilities to develop and implement a
mitigation strategy to reduce the impact of disasters.
This course focuses on plans and procedures for responding to the initial
Rapid Needs Assessment (GS57)
four hours of a disaster. Content Include pre -event planning,
EM, EMS, LE, OD
$17,000,00
intelligence gathering, and situational awareness distribution.
This course focuses on an Emergency Operations Center's action
planning process. Participants learn what the action plan contains and
EOC Action Planning (G626)
the process to develop an action plan, Content includes what each
EM, EMS, LE, OD
$15,000,00
SEMS Section contributes to develop the action plan and the Individual's
role.
Essentials EOC Action PlanningThis
course focuses on the fundamentals of the EOC Action Planning
EM, EMS, LE, OD
$7,2,000.00
process.
Page 3 of 7
Contractor: CaIDES/Callfornla Specialized Training Institute (CSTI)
Page 4 of 7
This course focuses on EOC Management and Operations. Content
EOC Management and Operations (G775)
Includes Multl-agency Coordination, EOC design, EOC staffing, and how
EM, EMS, LE, OD
$19,000,00
to activate and deactivate an EOC.
The L0146 HSEEP Is an intermed late- level course that provides a
comprehensive overview of exercise design alongwith practical skill
Homeland Security Exercise Evaluation
development In accordance with the HSEEP Doctrine. This course uses
EM, EMS, F, LE, PH,
Program (HSEEP)
activities that will give participants an opportunity to Interact with many
$15,000.00
of the templates and other materials that are provided by the National
OD
Exercise Division to ensure exercises are conducted In a consistent
manner.
This course trains medical personnel to became an effective team
Medical Health Operations Center Support
member In performing basic medical and health disaster roles and
Activities (MHOCSA)
responslbllltles In an EOC or DOC per the SEMS and the California Public
EM, EMS, LE, OD
$14,000,00
Health and Medical Emergency Operations Manual (EOM).
CTSI certifies "outreach Instructors" to teach the above course to assist
SEMS Combined/G775/G191 TTT
in the process of meeting Federal NIMS training requirements and
EM, EMS, LE, OD
$18,500.00
CaIOES EOC Position Credentialing.
ICS/SEMS/NIMS Combined Course
One day course that combines SEMS introduction, NIM, 15 100, 700, 701,
EM, EMS, LE, OD
$10,000.00
706, and 900
SEMS Executive Management Course
g
This course covers ICS/SEMS/NIMS for executive staffincluding
EM, EMS, LE, OD
$6,400,00
elements of ICS for executives
This course concentrates on understanding the various aspects of
international and transnational terrorism and homegrown violent
Terrorism 1: International Terrorism
extremism and developing effective strategies to counter the threat
LE, EM, OD
$24,000.00
posed by contemporary international terrorist operating against, or
within, the United States.
This course focuses on understanding the various aspects of domestic
Terrorism ll: Domestic Terrorism
terrorism and extremism and developing effective strategies to counter
LE, EM,OD
$21,750.00
the threat posed by contempora ry domestic terrorist and extremists
operation within the United States.
Page 4 of 7
Contractor: CalOE5/Callforn is Spec lalized Training Institute (CSTI)
EXERCISES
A) Discussion -Based Exercises - focus on strategic, policy -oriented issues; facilitators and/or presenters usually lead the discussion, keeping participants an
track towards meeting exercise objectives. ('Nate: Estimated costs are example casts only and depict a range that an exercise may fall within. Actual costs
can vary and is dependent on the size, scope, and variables Involved with a particular exercise)
Exercise Type
Intended For graduates of CSTI's Terrorism I and II courses; this course
Variables
flange of Cost
(Estimated)
offers students the opportunity to apply the knowledge, still is and
Terrorism III: Advanced Counterterrorism
resources obtained in those courses to develop counterterrorism
Participants (U),
Strategies
strategies in a simulated war game which compares and contracts one
LE, OD @M,
$24,750,00
team's proactive force protection methods against a dedicated
Materials, Location
adversary's attack plan.
This course Is designed for both collectors and consumers of
Participants (#),
Workshop
Intelligence, as well, as newly assigned terrorism Intelligence analysts
Facllltation, Hours,
$8,000-$55,000
Terrorism Intelligence Analysis
and Terrorism Liaison Officers (TLOs). While the course Includes the
Materials, Location,
basics of criminal Intelligence analysis methodology, the Information Is
LE, OD
$24,750.00
presented within the framework of Intelligence as It relates to terrorist
activity.
EXERCISES
A) Discussion -Based Exercises - focus on strategic, policy -oriented issues; facilitators and/or presenters usually lead the discussion, keeping participants an
track towards meeting exercise objectives. ('Nate: Estimated costs are example casts only and depict a range that an exercise may fall within. Actual costs
can vary and is dependent on the size, scope, and variables Involved with a particular exercise)
Exercise Type
Description
Variables
flange of Cost
(Estimated)
Seminars generally orient participants to, or provide an overview of,
Seminar
authorities, strategies, plans, policies, procedures, protocols, resources,
Participants (U),
concepts, and Ideas. Seminars can be valuable for entitles that are
Facilitation, Hours,
$5,000- $25,000
developingor making major changesto existing pians or procedures.
Materials, Location
Although simllarto seminars, workshops differ In two Important
aspects: 1. participant interaction Is Increased, and 2. focus Is placed on
Participants (#),
Workshop
achieving or building a product, To be effective, workshops should have
p
Facllltation, Hours,
$8,000-$55,000
clearly defined objectives, products, or goals, and should focus on a
Materials, Location,
specific Issue.
Plans
Page of
Contractor: Ca10ES/Callfornia Specialized Training Institute (CSTI)
Tabletop Exercises (TTX) are Intended to generate discussion of various
Issues regardinga hypothetical simulated emergency. They can be used
to enhance general awareness, validate plans and procedures, rehearse
concepts, and/or assess the types of systems needed to guide the
prevention of, protection from, mitigation OF, response to, and recovery
from a defined incident. The effectiveness of a TTX is derived from the
energetic Involvement of participants and their assessment of
recommended revisions to current policies, procedures, and plans;
therefore facilitation Is critical to keeping participants focused on
exercise objectives.
Participants (#),
Facllitation, Hours, $25,000-$50,000
Materials, Location,
Reporting/Plans
B) Operation -Based Exercises - used to validate plans, policies, agreements, and procedures; clarify roles and responsibilities; and Identify resource gaps.
Exercises are characterized by actual reaction to an exercise scenario, such as initiating communications or mobllfzing personnel and resources. (*Note:
Estimated costs are example costs only and depict a range that an exercise may fall within. Actual costs can vary and is dependent on the size, scope, and
variables involved with a particular exercise)
Exercise Type
DescriptionVariables
Range of Cost
(Estimated)
Preparation,
Planning Meetings,
A drill is a coordinated, supervised activity usually employed to validate
Participants (p),
a specific function or capability In a single agency or organization, Drills
Facilitatlon, Flours,
are commonly used to provide training on new equipment, validate
Materials,
Drill
procedures, or practice and maintain current skills. For every drill,
Site/Mgt.
$30,000-$75,000
clearly defined plans, procedures, and protocols need to be in place.
Locations,
Personnel need to be familiar with those plans and trained in the
Reporting/Plans,
processes and procedures to be drilled.
Travel ti Expenses,
Moulage, Media,
Volunteer
Coordination
Page 6 of 7
Contractor: Ca)OES/California Specialized Training Institute (CSTI)
Page 7 of 7
Preparation,
Functional Exercises (FE) are designed to validate and evaluate
Planning Meetings,
capabilities, multiple functions and/or sub -functions, or interdependent
Participants (#),
groups oFfunctions. PEs are typically focused on exercising plans,
Facilitation, Hours,
Functional
policies,procedures, and staff members involved in management,
Materials,
$55,000$100,000
direction, command, and control functions, An FE Is conducted in a
Slte/Mgt.
-
realistic, reaklme environment; however, movement of personnel and
Locations,
equipment Is usually simulated.
Reporting/Plans,
Travel & Expenses
Preparation,
Full-scale Exercises (FSE) are typicallythe most complex and resource-
Planning Meetings,
intensive type of exercise. They involve multiple agencies, organizations,
Participants (#),
and jurisdictions and validate manyfacets of preparedness. FSEs often
Facilitation, Hours,
include many players operating under cooperative systems such as the
Materials,
Full-scale
Incident Command System (ICS) or Unified Command. In an FSE, events
Site/Mgt.
are projected through an exercise scenario with event updates that
Locations,
$75,000 - $150,OOp
drive activity at the operational level, FSEs are usually conducted in a
Reporting/Plans,
real-time, stressful environment that Is Intended to mirrora real
Travel & Expenses,
Incident. Throughout the duration ofthe exercise, many activities occur
Moulage, Media,
simultaneously.
Volunteer
Coordination
Page 7 of 7
SECTION III EXHIBIT B
TECHNICAL SPECIFICATIONS
3.0 REQUIREMENTS
The specific requirements of the RFQ have been listed in two sections to allow proposers to
--respond-to-either the training -courses -component; the exercise c=ement, or both,, There -
is no requirement the Proposer must respond to both components of the RFQ,
3.1 TRAINING COURSES
1. The ASAUA requires training courses In the following specific disciplines:
a. Law Enforcement/Tactical
b. rare/Emergency Medical
o. Public Health
d. Emergency Management
2. The Proposer shall conduct training courses at various locations/venues within the
ASAUA,
3. The Proposer shall prepare course flyers, register attendees, record attendance by
signed roster, provide certificates of completions, and verify course completion by the
participants.
4. The Proposer shall prepare and present specified training courses, Course material
shall be available at the time the training Is provided for each of the training courses
the proposer has outlined in their proposal,
5. All training courses presented must meet state and federal guidelines and be approved
by Cal OES and DHS for reimbursement under the Homeland Security Grant Program
prior to delivery. Refer to the Cal OES website at: htt_;//www.caloes.ca,aov/cal aes-
divisions/California-specialized•-training-institute and the DHS website at:
RFQ No. 16-068
Page 14
https://www.fema gov/training for further information regarding state and federal
guidelines for Department of Homeland Security grants. If any portion of the training
course occurs outside of the classroom, an Environmental & Historic Preservation (EHP)
approval must be obtained from FEMA/Cal OES prior to delivery of the course. The EHP
approval is location specific and if an EHP approval is required, one must be obtained
for each location where the course is delivered. It shall be the responsibility of the
Proposer to complete all of the forms and documentation necessary to obtain the
required approvals. The ASAUA Homeland Security Regional Training and Exercise
Program Manager will assist the Proposer with the submission of the requests for
approval. The City shall not be billed for any costs associated with obtaining these
approvals.
6. The Proposer shall offer course content that satisfy the five preparedness priorities
identified in the ASAUA Multiyear Training & Exercises plan. The ASAUA MTEP is
attached for reference.
7. The Proposer shall provide all required training material, handouts, course syllabus
and/or written curriculum.
8. The Proposer shall collect written survey comments/course evaluations from
participants at the conclusion of every course offered. Survey/course evaluations will
be conducted in a manner specified by the City. A standardized course survey form
will be provided to the successful proposers.
9. The City reserves the right to cancel the training course with fourteen (14) calendar
days' notice of delivery date, and not be charged for the class, travel costs, or training
materials by the vendor.
10. Proposer shall provide and assign high quality instructors on a consistent basis to
deliver the specified courses.
11. All instructors shall use the methods suggested by the training protocols established
such as maintaining and updating each training syllabus, introducing and following
objectives for each class, completing training as described, and utilizing training aids
such as audio/visual systems.
RFQ No, 16-068
Page 15
12. The Proposer and all of their instructors shall provide Immediate feedback to the City
via the ASAUA Homeland Security Regional Training and Exercise Program Manger
regarding all customer requests for new or additional services or to lodge complaints.
13. The Proposer will be paid for time, materials and for services rendered. Training
days are generally eight (8) hours long, e.g. 8AM-5PM, including a one (1) hour
lunch. The schedule should include regular breaks on a 50110 break ratio — for every
fifty (50) minutes of instruction, there should be a ten (10) minute break, Half days
are defined as four (4) hours or less of curriculum.
14. Training venues may be provided by the City or by hosting agencies based on the
needs of the course. Proposer must be able to secure training sites at any of the
jurisdictions within the ASAUA.
15. All Proposer developed courses must be approved by California Office of Emergency
Services (Cal OES) for reimbursement under the Homeland Security Grant Program
prior to delivery. It is the responsibility of the Proposer to prepare all of the forms and
documentation necessary to obtain all course approvals. The ASAUA Homeland
Security Regional Training and Exercise Program Manager will assist the Proposer
with the submission of the requests for approval. The City shall not be billed for any
costs associated with obtaining these approvals.
16. The anticipated start date of this agreement is Fall of 2016, Usage under this
agreement will begin at this time.
17. Depending on the training or exercise, the proposer's instructors and courses may be
required to be California Peace Officer Standards & Training (POST) certified or
California State Fire Marshal approved. It shall be the responsibility of the Proposer
to obtain all POST certifications and California State Fire Marshal course approvals.
The ASAUA Homeland Security Regional Training and Exercise Program Manager
will assist the Proposer with the submission of the requests for certifications and
approval. The City shall not be billed for any costs associated with obtaining these
certifications and approvals.
RrQ No. 16-o68
Page 16
18. A list of "approved" courses is available from Cal OES at www_caloes.ca.aov and a
list of Federal Emergency Management Agency (FEMA) approved classes is
available at www,fema.gov/training
19. Proposers are responsible for providing all course materials and delivering it to the
site(s) of all training.
20. Proposer will work with the ASAUA Homeland Security Regional Training and
Exercise Program Manager and requesting agency to coordinate the training
calendar and venue.
21. When required, Proposer must obtain the applicable certifications for developed
courses before training begins. The need for certification will be determined by the
ASAUA Training & Exercise Program Manager. It shall be the responsibility of the
Proposer to complete all of the forms and documentation necessary to obtain the
required certifications. The ASAUA Homeland Security Regional Training and
Exercise Program Manager will assist the Proposer with the submission of the
requests for certification. The City shall not be billed for any costs associated with
obtaining these certifications.
22. Proposer will be required to obtain Emergency Medical Association (EMA) or
Emergency Management Institute (EMI) certification on developed courses if the
course content contains materials that require state and/or federal certification. The
ASAUA Homeland Security Regional Training and Exercise Program Manager will
assist the Proposer with the submission of the requests for certification. The City
shall not be billed for any costs associated with obtaining these certifications.
23. Proposer may not charge the City for materials brought to the class that are not
utilized.
24. Proposers may be selected to provide training based on their expertise within a
specific discipline.
RFQ No, 16-068
Page 17
25. Proposers shall ensure that training participants are members of agencies or
organizations located or operating within the ASAUA, or have been approved by the
ASAUA Training & Exercise Program Manager or his designee.
26. Proposer shall ensure that, when required, an Environmental Historic Preservation
(EHP) approval has been issued to the ASAUA before delivery of the training course,
It shall be the responsibility of the Proposer to complete all of the forms and
documentation necessary to obtain the required EHP approvals. The ASAUA
Homeland Security Regional Training and Exercise Program Manager will assist the
Proposer with the submission of the requests for approval. The City shall not be
billed for any costs associated with obtaining these approvals.
27. Upon award of an agreement, the City will request a firm proposal from the approved
qualified training provider on their proposed training courses whenever the need
arises.
3.1.1 DELIVERABLES /REPORTS FOR TRAINING COURSES
1. Course Surveys / Evaluations
a. The course surveys / evaluations results will be tabulated and scored by
the Proposer. Summary of the results will be provided to the ASAUA
Training & Exercise Program Manager.
b. Completed course survey/evaluation forms will be provided to the ASAUA
Training & Exercise Program Manager within 30 days of delivery of the
training course,
2. Proposer must provide course flyers for all training courses to be delivered by
Proposer.
3. Proposer will provide to the ASAUA Training & Exercise Program Manager all rosters
and sign -in sheets upon completion of the training course for all training courses
delivered.
RFQ No. 16-068
Page 18
4. Proposer will provide certificates of completion to all students that successfully
complete the training course at the conclusion of the training course and provide
copies of the certificates to the ASAUA Training & Exercise Program Manager within
30 days of delivery of the training course.
3.1.2 QUANTITIES FOR TRAINING COURSES
1. Quantities listed herein are estimates and are not to be construed as a commitment.
No minimum or maximum is guaranteed or implied.
3.1,3 PRICING FOR TRAINING COURSES
1. All pricing quoted by Proposer in the RFQ and Response Packet will be considered
by the grant office to be good faith estimates and used for budgetary planning
purposes only. Firm price quotes will be requested from and provided by the selected
qualified vendors during an informal solicitation for quotation and Purchase Order
process and will remain firm for the term of any agreement that may be awarded as a
result of this RFQ.
2. 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.
3. All prices are to be F.O.B. destination. Any freight/delivery charges are to be
included.
4. Any price increase or decrease for subsequent contract terms may be negotiated
between Proposer and City only after completion of the initial term.
5. Taxes and freight charges:
a. The City is soliciting a total price per single delivery of each training course.
The price quoted for each training course shall be the total cost the City will
pay including Sales, Use, or other taxes and all other charges.
b. No charge
for delivery,
drayage,
express,
parcel
post packing,
cartage,
insurance,
license fees,
permits,
costs of
bonds,
or any other
purpose,
RFQ No. 16-068
Page 19
except taxes legally payable by City, will be paid by the City unless
expressly included and itemized in the proposal.
c. 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 City of
Santa Ana; as such papers may be acceptable by the carrier as proof of
the exempt character of the shipment.
d. Articles sold to the City of Santa Ana are exempt from certain Federal
excise taxes. The City will furnish an exemption certificate.
6. All prices quoted shall be in United States dollars and "whole cent," no cent fractions
shall be used. There are no exceptions,
7. Price quotes shall include any and all payment incentives available to the City.
8. 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.
9. 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.
3.1.4 AWARD FOR TRAINING COURSES
1. The City reserves the right to reject any or all responses that materially differ from
any terms contained in this RFQ 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.
2. The City reserves the right to award an agreement to a single Proposer or multiple
Proposers.
RFQ No. 16-068
Page 20
3. The City has the right to decline to award an agreement or any part thereof for any
reason.
4. City Council approval to award an Agreement pursuant to this RFQ will be required.
5. Any agreement must be negotiated, finalized, and approved by the recommend
vendor prior to City Council approval.
6. The RFQ specifications, terms, conditions, and Exhibits, RFQ Addenda and
Proposer's proposal, may be incorporated into and made a part of any agreement
that may be awarded as a result of this RFQ.
3.1.5 METHOD OF ORDERING TRAINING COURSES
1. As training is required, solicitations in the form of firm price quotations will be
requested from the vendors with which the City has an Agreement.
2. 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.
3. Price quotations will be reviewed and vendors will be selected by the UASI Grant
Office. Written Purchase Orders (POs) will be issued upon approval of written
itemized quotations received from the Proposer.
4. POs will be faxed, transmitted electronically, or mailed and shall be the only
authorization for the Proposer to place an order.
5. POs and payments for service will be Issued only in the name of the Proposer.
6. Proposer shall adapt to changes to the ordering method or ordering procedures as
required by the City during the term of the agreement.
7. Change orders shall be agreed upon by Proposer and City and issued as needed in
writing by the City.
RFQ No. 16-068
Page 21
3.1.6 INVOICING FOR TRAINING COURSES
1. Proposer shall invoice the City, unless otherwise advised, upon satisfactory receipt of
performance of services.
2. 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.
3. Invoices should be mailed to:
Sgt. Brad Hadley
Santa Ana Police Department
Homeland Security Division / M-18
60 Civic Center Plaza
P.O. Box 1981
Santa Ana, CA 92701
4. City shall notify Proposer of any adjustments required to invoices.
5. Invoices shall have City PO number, invoice number, agreement number, remit to
address and itemized services description and price as quoted and shall be
accompanied by acceptable proof of delivery.
6. Proposer shall utilize standardized invoices upon request.
7. Invoices shall only be issued by the vendor who is awarded an agreement.
3.1.7 ACCOUNT MANAGER /SUPPORT STAFF FOR TRAINING COURSES
1. 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 RFO and any agreement which may arise pursuant to
this RFQ.
RPQ No. 16-068
Page 22
2. 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.
3. Proposer account manager shall be familiar with City requirements and standards
and work with the City to ensure that established standards are adhered to.
q. Proposer account manager shall keep the City and ASAUA Training & Exercise
Program Manager informed of requests from departments as required.
3.2 EXERCISES
1. The ASAUA requires seminars, workshops, tabletops, drills, functional, and full-scale
exercises in the following specific disciplines:
a. Law Enforcement/Tactical
b. Fire/Emergency Medical
c. Public Health
d. Emergency Management
2. The Proposer shall conduct seminars, workshops, tabletops, drills, functional, and
full-scale exercises at various locations/venues within the ASAUA. 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 Proposer to complete all of the
forms and documentation necessary to obtain the required EHP approvals. The
ASAUA Homeland Security Regional Training and Exercise Program Manager will
assist the Proposer with the submission of the requests for approval.
3. 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.
RFD, No, 16-068
Page 23
4. When conducting seminars, workshops, tabletops, drills, functional and full-scale
exercises the Proposer 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.
5. Proposer 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,
8. Proposer shall provide all multi -media devices necessary for presentations during
seminars, workshops, tabletops, drills, functional, full-scale exercises, and any
planning meetings and conferences.
7. The Proposer and all of their exercise personnel shall provide immediate feedback to
the City via the ASAUA Homeland Security Regional Training and Exercise Program
Manger regarding all customer requests for new or additional services or to lodge
complaints.
8. 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.
Proposer must be able to secure exercise sites at any of the jurisdictions within the
ASAUA.
9. Proposers are responsible for providing exercise materials and delivering it to the
site(s) of all seminars, workshops, tabletops, drills, functional and full-scale exercises.
10. Proposer may not charge the City for materials brought to the seminars, workshops,
tabletops, drills, functional, and full-scale exercises that are not utilized.
11. Proposers may be selected to provide seminars, workshops, tabletops, drills,
functional, and full-scale exercises based on their expertise and experience within a
specific discipline,
RFQ No, 1.6.068
Page 24
12. Proposers shall ensure that exercise participants are members of agencies or
organizations located or operating within the ASAUA, or have been approved by the
ASAUA Training & Exercise Program Manager or his designee.
13. Proposer shall ensure that, when required, an Environmental Historic Preservation
(EHP) approval letter has been issued to the ASAUA 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. It shall be the responsibility of the Proposer to complete all of the forms and
documentation necessary to obtain the required EHP approvals. The ASAUA
Homeland Security Regional Training and Exercise Program Manager will assist the
Proposer with the submission of the requests for approval.
3.2.1 QUALIFICATIONS — HOMELAND SECURITY EXERCISE EXPERIENCE
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 will document their experience and expertise
in Attachment D — Proposal Response Packet.
The ASAUA requires seminars, workshops, tabletops, drills, functional and full-scale
exercises in the following specific disciplines:
a. Law Enforcement/Tactical
b. Fire/Emergency Medical
c. Public Health
d. Emergency Management
2. Proposer should be experienced and proficient in the design and delivery of relevant
homeland security related seminars, workshops, tabletops, drills, functional and full-
scale exercises.
RFQ No. 1.6.068
Page 25
3. Proposer should have staff that is experienced and proficient in developing seminars,
workshops, tabletops, and drills, functional and full-scale exercises in accordance with
HEESP guidelines.
4. Proposer should have staff that is experienced and proficient in cgnducting seminars,
workshops, tabletops, drills, functional and full-scale exercises in accordance with
HEESP guidelines.
5. Proposer should have staff that is experienced and proficient in providing training to and
coordinating exercise evaluators, controllers, and Simulation Cell operators.
3.2.2 DELIVERABLES / REPORTS FOR EXERCISES
1. Exercise Documents
a. Proposer shall provide all documents necessary to conduct seminars,
workshops, tabletops, drills, functional and full-scale exercises in
accordance with HEESP guidelines. These documents should include, but
not be limited to: Exercise Plan, Controller/Evaluator Plan, Master Scenario
Events List (MESL), Exercise Evaluation Guides, etc.
2. Proposer will 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 ASAUA Training & Exercise
Program Manager upon completion of the planning activity.
3. Proposer will provide rosters and sign -in sheets for all seminars, workshops,
tabletops, drills, functional and full-scale exercises and will deliver to the ASAUA
Training & Exercise Program Manager upon completion of the exercise activity.
4. Proposer will complete After Action Reports (AARs) for all seminars, workshops,
tabletops, drills, functional and full-scale exercises. Copies of these AARs will be
provided to the ASAUA Training & Exercise Program Coordinator within 60 days of
any seminars, workshops, tabletops, drills, functional, and full-scale exercises.
RFQ No, 16-068
Page 26
5. Proposer will 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 60 days of any
seminars, workshops, tabletops, drills, functional, and full-scale exercises.
6. Proposer will upload, on behalf of the ASAUA, all necessary AARs and Improvement
Plans into HSEEP within 60 days of completing any exercise activity.
3.2.3 QUANTITIES FOR EXERCISES
Quantities listed herein are estimates and are not to be construed as a commitment. No
minimum or maximum is guaranteed or implied.
3.2.4 PRICING FOR EXERCISES
1. All price quotes offered during an informal request for quote process will remain firm
for the term of the resulting PC under the Agreement.
2. 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.
3. All prices are to be F.O.B. destination. Any freight/delivery charges are to be
included.
4. Any price increase or decrease for subsequent contract terms may be negotiated
between Proposer and City only after completion of the initial term.
5. Taxes and freight charges:
a. 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.
b. No charge
for delivery,
drayage,
express,
parcel
post packing,
cartage,
insurance,
license fees,
permits,
costs of
bonds,
or any other
purpose,
RFQ No. 16-068
Page 27
except taxes legally payable by City, will be paid by the City unless
expressly included and itemized in the proposal.
c. 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 City of
Santa Ana; as such papers may be acceptable by the carrier as proof of
the exempt character of the shipment.
d. Articles sold to the City of Santa Ana are exempt from certain Federal
excise faxes. The City will furnish an exemption certificate.
6. All prices quoted shall be in United States dollars and "whole cent," no cent fractions
shall be used. There are no exceptions.
7. Price quotes shall include any and all payment incentives available to the City.
8. Proposer 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.
9. 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.
3.2.5 AWARD FOR EXERCISES
1. The City reserves the right to reject any or ail responses that materially differ from
any terms contained in this RFQ 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.
2. The City reserves the right to award to a single or multiple proposers.
RFQ No. 1.6-068
Page 28
3. The City has the right to decline to award an agreement or any part thereof for any
reason.
4. City Council approval to award an Agreement will be required.
5. The Master Agreement must be negotiated, finalized, and signed by the recommend
awardee(s) prior to City Council approval,
6. Final Master Agreement terms and conditions will be negotiated with the selected
vendors.
7. The RFQ specifications, terms, conditions, and Exhibits, RFQ Addenda and
Proposer's proposal, may be incorporated into and made a part of any agreement
that may be awarded as a result of this RFQ.
3.2.6 METHOD OF ORDERING FOR EXERCISES
1. As an exercise is required, solicitations in the form of a firm price quotation will be
requested from the vendors.
2. 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
ASAUA Grant Office.
3. 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, requester 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.
4. Written Purchase Orders (POs) will be issued upon approval of written itemized
quotations received from the Proposer(s),
5. POs will be faxed, transmitted electronically, or mailed and shall be the only
authorization for the Proposer to place an order.
RFQ No. 16.068
Page 29
6. POs and payments for service will be issued only in the name of the Proposer,
7. Proposer shall adapt to changes to the ordering method or ordering procedures as
required by the City during the term of the agreement.
8. Change orders shall be agreed upon by Proposer and City and issued as needed in
writing by the City.
3.2.7 INVOICING FOR EXERCISES
1. Proposer shall invoice the City, unless otherwise advised, upon satisfactory receipt of
performance of services.
2. 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.
3. Invoices should be mailed to:
Sgt. Brad Hadley
Santa Ana Police Department
Homeland Security Division / M-18
60 Civic Center Plaza
P.Q. Box 1981
Santa Ana, CA 92701
4. 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.
5. City shall notify Proposer of any adjustments required to invoices,
6. Invoices shall contain Agreement number, City PO number, invoice number, remit to
address and itemized services description and price as quoted and shall be
accompanied by acceptable proof of delivery.
RFQ No. 16-068
Page 30
7. Proposer shall utilize standardized invoice upon request.
8. Invoices shall only be issued by the Proposer who is awarded an agreement.
9. Payments will be issued to and invoices must be received from the same Proposer
whose name is specified on the POs,
8.2.8 ACCOUNT MANAGER! SUPPORT STAFF FOR EXERCISES
1. 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
Proposers response to this RFQ and any agreement which may arise pursuant to
this RFQ.
2. 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.
3. Proposer account manager shall be familiar with City requirements and standards
and work with the City to ensure that established standards are adhered to.
A. Proposer account manager shall keep the City and ASAUA Training &
Exercise Program Manager informed of requests from departments as required.
RFQ No. 16068
Page 31
OSS
c-FNFz>aL ?VISE
,lune 24, 2016
STATE OF CALIFORNIA
PUBLIC LIABILITY AND WORKERS' COMPENSATION INSURANCE
FISCAL YEAR JULY 1, 20161 JUNE 30, 2017
To Whom It May Concern:
In accordance with Government Code section 11007.4, the State of California has elected lobe
self-insured for liability exposures. Under this form of insurance, the State and Its employees
acting in the course and scope of their employment are insured for tort liability arising out of
official State business. All claims against the State of California based on tort liability should be
presented as a government claim to the Victim Compensation and Government Claims Board,
P.O. Box 3035, Sacramento, CA 95812-3035. (Gov. Code section 900, at. seq.) Internet link:
www.vcgcb.ca.gov.
The State of California has also elected to be insured for its motor vehicle liability exposures
through the State Motor Vehicle Liability Self -Insurance Program (VELSIP). This program
provides liability coverage arising out of the operations of motor vehicles used by state
employees for official state business (California Vehicle Code Sections 17000 and 17001).
Motor vehicle liability claims against the State of California should be presented to the Office of
Risk and Insurance Management, P.O. Box 989052 MS -403, West Sacramento, CA 95798-
9052, (800) 900-3634, claims@dgs.ca.gov. If your motor vehicle liability claim is not resolved
within six months from the date of loss, California law requires you to file a formal claim with the
Victim Compensation and Government Claims Board (Gov. Code section 900, et. seq.)
The State of California has a Master Agreement with the State Compensation Insurance Fund
regarding workers' compensation benefits for all state employees, as required by the Labor
Code.
Sincerely,
�f
.�Trevor DeAnda, CRIS
Associate Risk Analyst
(
"rv'W'd
Office Of Risk and Insurance Management I State of California cor mmr nt Opratrons Agenc,
t)7 3r:9 Sfrcet, int door I W"et S"Ifeorent0, CA 85605 I t 396 376 - J- f 0) 6 7, _2e 5 �i • "" �i.(.e.✓d
P���I
SUPPLEMENTAL INSURANCE CHECKLIST
Please review the insurance section of the agreement to ensure all necessary certificates of insurance are
submitted to the Clerk's Office. Please provide ALL documents listed to fully execute the agreement and
avoid payment delay to the vendor.
Please check all boxes below that apply to your agreement.
BUSINESS AUTOMOBILE LIABILITY
NON -OWNED ® ❑
HIRED ® ❑
OWNED ® ❑
GENERAL LIABILITY ® ❑
PROFESSIONAL LIABILITY ® ❑
WORKER'S COMPENSATION ® ❑
REVISED: 9/19/2018
DasCALIFORNIA DEPARTMENT OF
GENERAL SERVICES Governor Edmund G. Brown Jr.
July 01, 2018
STATE OF CALIFORNIA
PUBLIC LIABILITY AND WORKERS' COMPENSATION INSURANCE
FISCAL YEAR JULY 1, 2018 / JUNE 30, 2019
To Whom It May Concern:
In accordance with Government Code section 11007.4, the State of California has elected to be
self-insured for liability exposures. Under this form of insurance, the State and its employees
acting in the course and scope of their employment are insured for tort liability arising out of
official State business. All claims against the State of California based on tort liability should be
presented as a government claim to the Government Claims Program, P.O. Box 989052 MS
414, West Sacramento, CA 95798-9052. (Gov. Code section 900, et. seq.) Internet link:
httr)://www.dgs.ca.nov/orim/Programs/GovernmentC[aims.aspx.
The State of California has also elected to be insured for its motor vehicle liability exposures
through the State Motor Vehicle Liability Self -Insurance Program (VELSIP). This program
provides liability coverage arising out of the operations of motor vehicles used by state
employees for official state business (California Vehicle Code Sections 17000 and 17001).
Motor vehicle liability claims against the State of California should be presented to the Office of
Risk and Insurance Management, P.O. Box 989052 MS -403, West Sacramento, CA 95798-
9052, (800) 900-3634, claims(a)dgs.ca.gov. If your motor vehicle liability claim is not resolved
within six months from the date of loss, California law requires you to file a formal claim with the
Government Claims Program, P.O. Box 989052 MS 414, West Sacramento, CA 95798-9052.
(Gov. Code section 900, et. seq.) Internet link:
http://www.dgs.ca.gov/orim/ProgramsIGovernmentC]aims.aspx.
The State of California has a Master Agreement with the State Compensation Insurance Fund
regarding workers' compensation benefits for all state employees, as required by the Labor
Code.
Sincerely,
Go�
Christopher Carroll
Associate Risk Analyst
Insurance Services Unit
To request updated letter of self-insurance, please submit to riskmanaoement(cDaps.ca.uov
Office of Risk and Insurance Management I State of California I Government Operations Agency
707 3rd Street, 1st Floor I West Sacramento, CA 956051 t 916.376.5300 f 916.375.5277 REV 07/27/16
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