HomeMy WebLinkAboutOLSON GROUP LTD INSURANCE NOT ON FILF N-2025-245
WORK MAY*QT PROCEED
CITY CLERK
DATE: SEP 2 3 2015
0.P°c d?) AGREEMENT WITH OLSON GROUP LTD. AND THE
Lornmokmau Moo sowf'rys-on (nz} CITY OF SANTA ANA TO PROVIDE A COUNTY-WIDE
CERT MUTUAL AIDE PROGRAM(CMAP) EXERCISE DRILL
THIS AGREEMENT is made and entered into on this 9th day of September, 2025 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. City issued Request for Proposal No. 25-092a (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 must address the unique needs of a high-density, high-threat
urban area and shall assist in building enhanced and sustainable capabilities to prevent,
protect against, mitigate, respond to, and recover from acts of terrorism. All exercise
subject matter must satisfy the Department of Homeland Security terrorism nexus
prerequisite.
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.
D. City and Contractor agree and understand that the services and funding for this Agreement
are separate from Agreement #N-2024-388 awarded to Contractor in Fiscal Year 2024-
25. Contractor shall comply with the obligations, laws and regulations defined within N-
2024-388 and provided by the UASI grant allocations to fund the training and exercises
therein.
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:
]. SCOPE OF SERVICES
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
$44,150.
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 the date first written above for a two (2) year term,
with the option for the City to grant up to a one-year renewal, exercisable by a writing by the City
Manager and the City Attorney,unless terminated earlier in accordance with Section 16, below.
4. 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.
5. 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.
6. INSURANCE
Insurance Requirements attached hereto as Exhibit C.
7. 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.
8. 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.
9. 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.
10. 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.
11. CONFLICT OF INTEREST CLAUSE
a. Consultant 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.
b. No immediate family members of either the Mayor, City Council Member, or any
appointed City Official, including appointed board and commission members, as
defined under the City's Municipal Code,whose position with the City shall award or
influence the award of this Agreement, or any competing contract or amendment
thereof, shall be employed in any capacity by the Consultant or have any other direct
or indirect financial benefit or interest in this Agreement.
c. The section also prohibits the awarding of any agreement, contract, grant, or any
amendment to those awards, to any former full-time employee for one-year from date
of employee separation except for any CalPERS retiree as authorized by City Council
resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and
regulations now in effect or hereafter to be enacted during the term of this Agreement.
The Consultant warrants that it is not now aware of any facts which conflict with the
prohibitions defined above.If the Consultant hereafter becomes aware of any facts that
might reasonably be expected to create a conflict of interest, it must immediately make
full written disclosure of such facts to the City. Full written disclosure must include,
but is not limited to, identification of all persons implicated and a complete description
of all relevant circumstances. Failure to comply with the provisions of this paragraph
will be a material breach of this Agreement.
e. Consultant covenants that none of its directors, officers, employees, or agents shall
participate in selecting or administrating any subcontract supported(in whole or in part)
by City funds stemming from the Agreement where the awarding of the subcontract
has any direct or indirect financial benefit or interest to any individual, as defined in
subsections (b) and(c) above.
f. The recipient or subrecipient must maintain written standards of conduct covering
conflicts of interest and governing the actions of its employees engaged in the selection,
award, and administration of contracts. No employee, officer, agent, or board member
with a real or apparent conflict of interest may participate in the selection, award, or
administration of a contract supported by the Federal award. A conflict of interest
includes when the employee, officer, agent, or board member, any member of their
immediate family, their partner, or an organization that employs or is about to employ
any of the parties indicated herein, has a financial or other interest in or a tangible
personal benefit from an entity considered for a contract. An employee, officer, agent,
and board member of the recipient or subrecipient may neither solicit nor accept
gratuities, favors, or anything of monetary value from contractors. However, the
recipient or subrecipient may set standards for situations where the financial interest is
not substantial or a gift is an unsolicited item of nominal value. The recipient's or
sub-recipient's standards of conduct must also provide for disciplinary actions to be
applied for violations by its employees, officers, agents, or board members.
12. 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.
13. 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.
14. 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 Iiinit 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.
15. 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.
16. 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.
17. 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.
18. 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.
19. 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 fonds 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 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 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 I t246 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.7401-767lq),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 j ob 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 Hytera
Communications Corporation,Hangzhou Hikvision Digital Technology Company,
or Dahua 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:
http s://www.epa.gov/smm/comprehensive-procurement-guideline-cp g-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 nonferrous 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.
20. 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(M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
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
209 Madison St., Ste. 410
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.
IN WITNESS WHEREOF,the parties hereto have executed this Agreement the date and year first
above written.
ATTEST: CITY OF S TA ANA
i
JENNIF L. LL ALVARO N UNEZ
City Cler City Manager
APPROVED AS TO FORM: OLSON GROUP,LTD.:
SONIA R. CARVALHO
City Attorney
By:
TAMARA BOGOSIAN XftEWSON
Senior Assistant City Attorney reside t
RECOMMENDED FOR APPROVAL:
ROBERT RODRIGUEZ
Chief of Police
EXHIBIT A
SCOPE OF WORK
CITY OF SANTA ANA
EXHIBIT A
SCOPE OF SERVICES
Contractor shall perform services as set forth below.
I. REQUIREMENTS
A. The specific requirements of this RFP have been listed in Section II.
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 2026. Must be available to
administer the exercise on the following dates: January 10, 2026, January 24, 2026 or
January 31, 2026 (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 60 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 a one-day training session with a
functional exercise that will satisfy the requirements for the Countywide CMAP Responder's
Course.
RFP 25-XXX City of Santa Ana Page 18 of 60
� CITY OF SANTA ANA
The contractor shall:
• Utilize the FEMA HSEEP planning process when developing the exercise
plan and documents.
• Develop and print controller handbook, player guide, certificates.
• Provide one exercise controller at each of stations during the functional
exercise.
• 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
Sheriff's Department Emergency Management Division.
The training must also be in alignment with assisting CERT volunteers with meeting OC CMAP 1
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 25-XXX City of Santa Ana Page 19 of 60
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 National Qualification System (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 (NOS). The
performance criteria are associated with core NOS 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 V1
A. Refer to the attached CMAP-How-To Task Book Guidelines for the evaluation
process for the day of the exercise.
RFP 25-XXX City of Santa Ana Page 20 of 60
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CITY OF SANTA ANA
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A. COMPLETE THIS AT THE END OF THE EVALUATION PERIOD:
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.
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:
1. 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.
2. 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.
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.
RFP 25-XXX City of Santa Ana Page 21 of 60
CITY 4F SANTA ANA
4. When conducting seminars, workshops, tabletops, drills, functional and
full-scale exercises, Contractor shall provide ail 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 andlor billing.
5. 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.
6. 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.
7. 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.
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. Contractor must be able to secure exercise sites at
any of the jurisdictions within the ASAUASI.
9. 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.
10.Contractor may not charge the City for materials brought to the seminars,
workshops,tabletops, drills, functional, and full-scale exercises that are not
utilized.
11.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 25-XXX City of Santa Ana Page 22 of 60
(2) 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
Vl. DELIVERABLESIREPORTS FOR EXCERCISES
A. Exercise Documents:
1. 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
(MESA, 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 25-XXX City of Santa Ana Page 23 of 60
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� CITY OF SANTA ANA
D. Contractor mast 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:
9. 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 25-XXX Dty of Santa Ana Page 24 of 60
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CITY OF SANTA ANA
4`
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.
5. 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.
IX. AWARD FOR EXCERCISES
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 firm, or multiple proposer.
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 solicitation.
RFP 25-XXX City of Santa Ana Page 25 of 60
(9)
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).
B. 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, 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.
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.
E. 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. Nicholas Lopez
Santa Ana Police Department
Email: nloPez5C)santa-ana.orq
RFP 25-XXX City of Santa Ana Page 26 of 60
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CITY OF SANTA ANA
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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.
J. 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 1 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 1 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 25-XXX Cfty of Santa Ana Page 27 of 60
EXHIBIT B
COSTS PROPOSAL
Exhibit B - Cost Proposal
0 The
Olson Anaheim/Santa Ana Urban Area
Group, CERT Mutual Aid Program (CMAP) Exercise Drill - BAFO
Ltd.
2. Cost Proposal
The Olson Group, Ltd. (OGL) is pleased to provide our Best And Final Offer to the Santa Ana Police Department and
the Anaheim/Santa Ana UASI for a CERT Mutual Aid Exercise Drill 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$44,150. This price is inclusive of all labor, travel, printed materials, and other
direct costs. The BAFO adjustment reflects a 4.33%($2,000.00)reduction from OGL's original proposed price.
Price Assumptions: Our price assumes a minimum of one controllerlevaluator for each skill station, provided by OGL.
Regarding the exercise planning meetings, our proposal assumes a face-to-face meeting for the Initial Planning
Meeting and Final Planning Meeting, with a virtual Midterm/MSEL Planning Meeting. All these assumptions are
negotiable based on the actual needs of the Anaheim/Santa Ana UASI and the Exercise Planning Team.
OGL will submit invoices on a monthly basis,tied to project milestones, as indicated below:
Initial Planning Meeting $8,000.00
Midterm Planning Meeting $8,000.00
Final Planal Meeting $8,000.00
Exercise Conduct $15,650.00
After-Action Report Delivery $6,500.00
TOTAL $46,150.00
BAFO Adjustment -$2,000.00
BEST AND FINAL OFFER $44,150.00
We have based this price on the planning and conduct of the deliveries,with the exercise being completed on January
10, January 24, or January 31, 2026. We are fully prepared to negotiate our pricing based on further guidance from
you and would be willing to submit a Best and Final Offer based on those negotiations.
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.
23
EXHIBIT C
INSURANCE REQUIREMENTS
Prior to undertaking performance of work under this Agreement, Consultant shall iaintain and
shall require any subcontractors to obtain and maintain insurance as described below for the
entire Term of this Agreement against claims for injuries to persons or damage to property which
may arise from or in connection with services,products and materials supplied to City. Total cost
of such insurance shall be borne by Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
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
Consultant does not maintain commercial automobile liability insurance, City will accept
evidence of personal automobile insurance.
3. Workers' Compensation (WC): as required by the State of California, with Statutory
Limits,and 1,mployer'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
Consultant has no employees and signs request to waive such insurance.
4. Professional Liability(PL): with limits no less than$1,000,000 per occurrence or claim,
and$2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimum requirements
for each line of coverage shown above, City requires and shall be entitled to the broader
coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in
excess of the specified minimum limits of insurance and coverage shall be available to City.
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 Consultant's CGL and AL policies, with respect to
any liability arising out of work or operations performed by or on behalf of the
Consultant including materials, parts, equipment, and personnel furnished in connection
with such work or operations.
2. Consultant'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 Consultant's CGL,AL, and WC policies which arise from work
performed by Consultant under this Agreement.
3. For any claims related to this contract, Consultant'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 Consultant'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 policies 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: Santa Ana Police Department, Office Jason McFall, 60 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
Consultant 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
Consultant 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 Consultant'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.