RFQ - ONLINE PERSONAL CREDIT REPORTING

ALLEN R. HUNSBERGER DEPARTMENT OF PURCHASING AND CONTRACTING BRENDA MILLER
DIRECTOR 5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204 ASSISTANT DIRECTOR
PHONE (858) 505-6367 FAX (858) 715-6452
REQUEST FOR QUOTES (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
May 1, 2026
A. KEY INFORMATION
1. The County of San Diego is seeking quotes from firms interested in providing Online Personal Credit Reporting
Services ("Offerors").
2. The County anticipates a contract term of an initial (base) period of one (1) year, with four (4) one-year option
periods.
3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/ . To
see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must
select "Participate in RFx" for this solicitation in BuyNet.
4. The Contracting Officer for this solicitation is Joshua Blandino, Procurement Specialist,
Joshua.Blandino@sdcounty.ca.gov
5. Schedule: This timeline is subject to change at any time, at the County's sole discretion. The County will issue an
addendum for changes to the Questions due date, or Quote due date.
Event Description Date and Time (San Diego Time)
Questions due May 18, 2026, prior to 5:00 p.m.
Quotes due May 27, 2026, prior to 3:00 p.m.
6. Questions:
6.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation
of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should submit Questions via
BuyNet, by sending a message to the Contracting Officer through the "Discussions" functionality.
6.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.
7. Table of Contents:
A. Key Information
B. RFQ Instructions and Rules
C. Submittal Items
D. Required Forms
E. Statement of Work
F. Payment Schedule
G. Draft Agreement
B. RFQ INSTRUCTIONS AND RULES
1. INSTRUCTIONS FOR SUBMITTING A QUOTE
1.1. It is Offeror's responsibility to submit a quote based on the most current RFQ, addenda thereto, County's
responses to Questions, any other information posted on BuyNet, and any diligence material made available by
the County. Offerors are advised to regularly check BuyNet for information. The County has no obligation to
contact Offerors directly with any such RFQ-related information.

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of
updates, Offerors must select "Participate in RFx" for this solicitation in BuyNet.
1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from
Department of Purchasing and Contracting's front desk or contact clerical support at (858) 505-6367.
1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on the
County's web site at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.
1.2.1. The County may update posted forms from time to time. Unless otherwise specified, Offerors may submit
the version of a form in place as of the date of the posting of this RFQ or any later version thereof.
1.3. Offeror must submit a complete original quote in accordance with the format provided in this solicitation to the
County of San Diego, Department of Purchasing and Contracting, through electronic upload to BuyNet before
the Date and Time listed in Schedule.
1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to the
Contracting Officer listed in this document or provide the Purchasing and Contracting front desk with
either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark such
submissions with the RFQ number on the outside of the packaging. Please use this method only if unable
to submit through BuyNet.
2. QUESTIONS
2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting
Officer, in writing, as a question ("Question"). Offerors may submit Questions by sending a message to the
Contracting Officer through the "Discussions" functionality in BuyNet.
2.2. The County may choose not to respond to Questions received after the date and time stated in the Schedule for
Question submission. Offeror is responsible for ensuring that Questions are received by the County.
3. QUOTE FORMAT
3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than
signature pages, converted and searchable formats are preferred.
3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.
4. QUOTE ORGANIZATION
4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.
4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or item within each
exhibit.
4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and order.
4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each page.
4.1.4. Cost/Price information:
4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall
be inclusive of all proposed compensation.
4.2. Confidential/Proprietary information:
4.2.1. The County is a public agency subject to the California Public Records Act, Government Code
7920.000, et seq. Some or all of the documents submitted in response to this RFQ may be subject to
disclosure, and the County intends to publish any resulting contracts to its public website.
4.2.2. It is Offeror's responsibility to identify and separate into a "CONFIDENTIAL/PROPRIETARY"
exhibit and to provide a signed Nondisclosure Indemnification Agreement for:
4.2.2.1. All confidential information that Offeror represents, with legal basis, is exempt from
disclosure pursuant to the California Public Records Act, including PI (Personal Information),
PII (Personally Identifiable Information), or PHI (Protected Health Information);
4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, is exempt from
disclosure under the California Public Records Act and wishes to protect from disclosure.
4.2.3. The "CONFIDENTIAL/PROPRIETARY" exhibit must be clearly labeled with all pages marked as
"CONFIDENTIAL/PROPRIETARY."
4.2.4. Offeror should reference material in the "CONFIDENTIAL/PROPRIETARY" exhibit where it is
needed to respond to a Submittal Item through citation to the "CONFIDENTIAL/PROPRIETARY"

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
exhibit (for example "See response 1 contained within the 'CONFIDENTIAL/PROPRIETARY'
exhibit for staff Social Security numbers").
4.2.5. If the County determines that a submission improperly designates information as confidential or
proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii) declare the
submission non-conforming/non-responsive; (iii) remove such information, or (iv) take any other
appropriate action. (Note: Pricing and Terms and Conditions are generally not confidential under the
California Public Records Act).
5. QUOTE EVALUATION
5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror compliance,
availability, price, and more to determine the quote(s) that provide the best value to the County.
5.2. During evaluation, the County may appropriately consider the sustainability and social, human health,
environmental, and economic impact of Offeror's proposed products and/or approach to providing goods and/or
services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant
information in their quotes, to the degree related to the goods or services sought.
5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and Offeror's
proposed approach to providing goods and services. Therefore, Offerors are encouraged to include relevant
information in their quotes, to the degree related to the goods or services sought.
5.4. When evaluating an Offeror's cost or pricing, the County may also consider the effect of the quote on the overall
total cost to the County.
6. COUNTY COMMITMENT
6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to pay any of
Offeror's costs incurred in the preparation or submission of the quote. Further, Offeror shall not incur any
reimbursable cost in anticipation of a contract award.
6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its
respective officials, agents, or employees arising out of or relating to this RFQ or these procedures (other than
those arising under a definitive contract with Offeror in accordance with the terms thereof).
6.3. The County reserves the right to separately procure the same or similar goods or services.
6.4. The County may withhold all information regarding this procurement until after negotiations are complete,
including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of quotes;
the County's evaluation and results thereof. Information releasable after the conclusion of negotiations is
subject to the disclosure requirements and withholding exemptions of the California Public Records Act.
6.5. Pursuant to County Charter 703.10 and 916, award of a contract resulting from this RFQ may be subject to
the County's requirement to determine that the services can be provided more economically and efficiently by
an independent contractor than by persons employed in the Classified Service.
6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County reserves
the right to award a contract to a resulting entity.
7. DILIGENCE AND DUTY TO INQUIRE
7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or related
documents, Offeror shall have a duty to submit a Question to the County.
7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the work required,
including, but not limited to, information that is publicly or otherwise reasonably available and, if applicable,
information that can be obtained during a site visit (including verification of measurements, conditions, and
other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any price adjustment or
other relief based upon information that was discovered or should have been discovered through due diligence.
7.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness of any
diligence material or other information provided by the County or any of its agents, representatives, contractors,
or consultants. Such information may reflect good faith assumptions, estimates, or projections, which may or
may not prove to be correct.
7.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral
responses to Questions or other inquiries. No prior, current, or post award communication(s) with any officer,

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
agent, or employee of the County shall affect or modify any terms or requirements of this RFQ, except as
explicitly provided for in this RFQ.
8. OFFEROR COMMUNICATIONS
8.1. All communications from Offeror (including its employees, agents, and representatives) to the County or its
officers and employees (including consultants working on or assisting with this procurement), related to this
RFQ or Offeror's quote, must be directed in writing exclusively to the Contracting Officer, unless otherwise
authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt to contact any
other County personnel about this solicitation, except as otherwise allowed for in this RFQ or by law. Any
improper contact may, at the County's sole discretion, cause Offeror to be removed from consideration for
contract award.
8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County's sole
determination, compromises the integrity of this RFQ process or attempts to restrain competition, Offeror may
be removed from consideration for award.
8.3. Audio and/or video recording of presentations, discussions, negotiations, , or other communications with the
County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting Officer.
9. SOLICITING EMPLOYEES
9.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the
County's employ in order to accept employment with Offeror, its affiliates, actual or prospective contractors,
or any person acting in concert with Offeror without prior written approval of the County's Contracting Officer.
This paragraph does not prevent the employment by Offeror of a County employee who has initiated contact
with Offeror.
10. PROHIBITED CONTRACTS AND SUBCONTRACTS
10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract
with, and shall reject any quote submitted by, the person or entities specified below, unless the Board of
Supervisors finds that special circumstances exist which justify the approval of such contract:
10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the
governing body;
10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as officers,
principals, partners, or major shareholders;
10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of
subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the area of
service to be performed by the contract; or, (ii) participated in any way in developing the contract or its
service specifications; and
10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3 serve
as officers, principals, partners, or major shareholders.
10.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work
under the agreement with a related for-profit subcontractor where an interlocking directorate, management, or
ownership relationship exists, unless specifically authorized by the Board of Supervisors.
10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with Sections
11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these
provisions.
11. CALIFORNIA REVENUE & TAXATION CODE 18662
11.1. In compliance with California Revenue and Taxation Code 18662, if Offeror is a non-resident of California
(out-of-state invoices) that receives California source income and has not completed Franchise Tax Board Form
590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment
from the County, new suppliers or suppliers with expired forms or forms with incorrect information must submit
new forms to the County (forms are available from the Franchise Tax Board website listed below).
11.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If
Offeror has already received a waiver or a reduced withholding response from the State of California and the
response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit
the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
websites, listed below, for tax forms and relevant information regarding non-resident withholding, including
waivers or reductions. The County will not give Offerors any tax advice. It is recommended that Offerors speak
with their tax advisers and/or the State of California for guidance.
Franchise Tax Board Websites:
https://www.ftb.ca.gov
https://www.ftb.ca.gov/forms/search/
11.3. If selected for award, Offeror must submit applicable forms to the Auditor & Controller via fax, at (858) 694-
2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The
P.O. Number or Contract Number (if available) and "California Revenue and Taxation Code 18662" must
appear on fax cover sheet and/or the outside of the mailing envelope.
12. W-9 FORM
12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the
County.
C. SUBMITTAL ITEMS
1. EXHIBIT 1 - REQUIRED FORMS
1.1 Submit a completed and signed Offeror's Cover Page (PC600) form
* Required for all Offerors
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf
1.2 Submit a completed and signed Representations and Certifications form (PC601)
* Required for all Offerors
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf
1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)
* All Offerors are encouraged to complete this form to support County data collection.
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf
1.4 Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).
* Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf
2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT
2.1 Confirm Offeror's agreement to Exhibit A - Statement of Work (SOW) requirements.
Yes No

2.1.1 If your organization has exceptions to any requirements, provide a marked-up redline version of the
Statement of Work that provides applicable alternative language along with a supporting explanation
to support any alternative standards/language being proposed. Failure to specifically reject a proposed
requirement will be deemed an acceptance of such requirement.
2.4 Describe Offeror's proposed approach to completing the required service described in the Statement of Work
including a description of the training that will provided.
3. EXHIBIT 3 - COST/PRICE EXHIBIT
3.1 Submit a completed Payment Schedule

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
4. EXHIBIT 4 - ACCEPTANCE OF TERMS AND CONDITIONS
4.1 Confirm acceptance "YES/NO" of the County of San Diego's Draft Agreement (including insurance
requirements):
YES NO

4.1.1 If "NO," provide a detailed list of exceptions to the terms and conditions, the nature of its concern, and
what terms the Offeror is willing to accept.
Note: The Offeror will be deemed to have accepted any terms and conditions of the Contract to which
it does not take exception to. The County may, as part of its evaluation process, conclude that exceptions
are so numerous and/or material as to make Offeror's response to the solicitation unacceptable.
5. EXHIBIT 5 - CONFIDENTIAL PROPRIETARY
5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and Rules
section 4.2
D. REQUIRED FORMS
(RESERVED)
E. STATEMENT OF WORK
1. OVERVIEW
The Sheriff's Office requires an employment credit report subscription service to provide online individual history and credit
information. This is a standard credit check for employment with the Sheriff's Office. All reports shall be in accordance
with the Fair Credit Reporting Act.
2. BACKGROUND
There are approximately 1,200 credit check reports generated by the Sheriff's Office each year. This approximation does
not indicate the actual number of reports to be generated and is to be used for bidding purposes only. While no minimum
volume is guaranteed, the estimated annual volume is projected based on the current annual volumes from the Sheriff's
Office.
3. SPECIFIC REQUIREMENTS
3.1 Contractor shall perform these services only from or at locations within the geographical boundaries of the United States.
3.2 Credit reports shall be run from reputable credit bureaus such as Experian, Equifax, or Transunion.
3.3 Contractor shall provide a sample report showing format and report information.
3.4 All reports shall be in accordance with the Fair Credit Reporting Act. Credit report shall provide at a minimum the following
information:
3.4.1 Full name plus former names and known aliases (when available).
3.4.2 Up to three addresses (with dates reported).
3.4.3 Applicant's Social Security Number shall be verified for assured accuracy.
3.4.4 Up to three last-reported employers along with verification of employment dates (when available).
3.4.5 File content including public records, account statuses, and other information summarized for evaluation at a glance.
3.4.6 A separate public record/other information section containing courthouse records and collection items along with
dates, amounts, and outstanding balances.
3.4.7 A complete listing of credit account activity disclosing the scope of an applicant's debt obligations, current account
statuses, and historical payment performance.
3.4.8 A two-year record of inquiries identifying creditors who have reviewed the applicant's credit file with review dates.
(Inquiry alter if three or more inquiries occurred within the past 90 days).
3.5 Credit Check Error Correction
3.5.1 All applicants must be given the opportunity to correct errors on credit check reports.

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
3.5.2 Each report shall provide the credit reporting agency's address and telephone number for consumer contact (to be used
on adverse action or declination letters).
3.5.3 Subsequent corrected reports must be provided to the Department at no extra charge.
3.6 Training for Sheriff's Office Employees: An initial one-time training for up to ten Sheriff's personnel, with training materials
(instruction manual / smart book included) shall be provided at no additional charge.
3.6.1 Training will be held at the following location: Sheriff's Office Administration Building, 9621 Ridgehaven Court, San
Diego, CA 92123
3.6.2 Additional trainings shall be available upon request of the Sheriff's Office.
3.7 Invoicing. Invoice will contain an itemized report containing the following information.
3.7.1 Date report was ordered
3.7.2 Name of applicant
3.7.3 Social Security Number - hiding first five digits (XXX-XX-1234)
3.7.4 Name of Department Personnel ordering the report
3.7.5 File Number identifying the individual report
3.7.6 If needed/available any additional information to reference the report
3.7.7 Individual amount charged for each report (by line item)
3.7.8 Total amount invoiced
F. PAYMENT SCHEDULE
Estimated Unit of
Item Description Unit Price Extended Price
Quantity Measure
Initial Term: Date of Award - June 30, 2027
1 Online Credit Report 1200 Each $ $
2 Monthly Fee (if any) 12 Each $ $
3 Annual or One-Time Fee (if any) 1 Each $ $
4 Staff Trainings 5 Each $ $
County Option 1: July 1, 2027 - June 30, 2028
5 Online Credit Report 1200 Each $ $
6 Monthly Fee (if any) 12 Each $ $
7 Annual or One-Time Fee (if any) 1 Each $ $
8 Staff Trainings 5 Each $ $
County Option 2: July 1, 2028 - June 30, 2029
9 Online Credit Report 1200 Each $ $
10 Monthly Fee (if any) 12 Each $ $
11 Annual or One-Time Fee (if any) 1 Each $ $
12 Staff Trainings 5 Each $ $
County Option 3: July 1, 2029 - June 30, 2030
13 Online Credit Report 1200 Each $ $
14 Monthly Fee (if any) 12 Each $ $
15 Annual or One-Time Fee (if any) 1 Each $ $
16 Staff Trainings 5 Each $ $
County Option 4: July 1, 2030 - June 30, 2031
17 Online Credit Report 1200 Each $ $
18 Monthly Fee (if any) 12 Each $ $
19 Annual or One-Time Fee (if any) 1 Each $ $
20 Staff Trainings 5 Each $ $
Grand Total $

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13146
SAN DIEGO COUNTY SHERIFFS OFFICE
ONLINE PERSONAL CREDIT REPORTING SERVICES
G. DRAFT AGREEMENT
The County's contract with the successful Offeror(s) will be based upon the following Draft Agreement, structured as
follows:
Draft Agreement
Exhibit A - Statement of Work
Exhibit B - Insurance Requirements
Exhibit C - Payment Schedule
Exhibits A (Statement of Work) and C (Payment Schedule) will be added during contract finalization. Offerors will be
deemed to have accepted the Draft Agreement and Statement of Work, except where Offeror has taken clear exception in
its quote in accordance with and when provided for in the Submittal Items.
/
/
/

COUNTY CONTRACT NUMBER [#Insert Number]
AGREEMENT WITH [#CONTRACTOR'S NAME] FOR [#SERVICES TO BE PROVIDED]
This agreement ("Agreement") is made and entered into effective as of the date of the last signature on the signature page by and
between the County of San Diego, a political subdivision of the State of California ("County") and ("Contractor"), with reference
to the following facts:
RECITALS
A. Pursuant to the San Diego County Administrative Code section 401, the County's Director of the Department of Purchasing
and Contracting is authorized to award a contract for online personal credit reporting services.
B. Contractor is specially trained and possesses certain skills, experience, education, and competency to perform these services.
C. The Chief Administrative Officer made a determination that Contractor can perform the services more economically and
efficiently than the County, pursuant to section 703.10 of the County Charter.
D. The Agreement shall consist of:
* This document,
* Exhibit A Statement of Work,
* Exhibit B Insurance Requirements, and
* Exhibit C Payment Schedule
E. In the event of a conflict between any provisions of this Agreement, the following order of precedence shall govern: First
(1st) this document; Second (2nd) Exhibit B; Third (3rd) Exhibit A; Fourth (4th) Exhibit C; and [# remove if not used] fifth
(5th) Exhibit A-1.
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as
follows:
ARTICLE 1
KEY PROVISIONS
1.1 CONTRACTOR: _____
1.2 SERVICES: Online Personal Credit Reporting Services
AGREEMENT TERM: The initial term of this Agreement shall begin on the date of the last signature on the signature
page and end on June 30, 2027 ("Initial Term").
1.3 OPTION TO EXTEND: The County shall have the option to extend the term of this Agreement for four (4) increments of
one (1) year (each an "Option Period"), for a total of four (4) years beyond the expiration of the Initial Term, not to exceed
July 31, 2031. This option shall be automatically exercised unless County notifies Contractor in writing not less than thirty
(30) days prior to an Option Period that the County does not intend to extend the Agreement.
1.3.1 Options to Extend for One to Six Additional Months at End of Agreement. County shall also have the option to
extend the term of this Agreement, in one or more increments, for a total of no less than one (1) and no more than
six (6) calendar months ("Incremental Options"). The County may exercise each Incremental Option by providing
written notice to Contractor no fewer than fifteen (15) calendar days prior to expiration of this Agreement. The
rates in effect at the time an Incremental Option is exercised shall apply during the term of the Incremental Option.
1.4 COMPENSATION: Pursuant to Exhibit C, Article 4, and other applicable provisions of this Agreement, County agrees to
pay Contractor a sum not to exceed ($######) ("Maximum Agreement Amount").
1.5 COR: The County designates the following individual as the Contracting Officer's Representative ("COR").
#Name and Title
#Address
#Address
#Phone and email
1.6 CONTRACTOR'S REPRESENTATIVE: Contractor designates the following individual as the Contractor's
Representative.
#Name and Title
#Address
#Address
#Phone and email
Contract: ###### Page 9 of 32 Services Template: rev 4/15/2026 v6.3

COUNTY CONTRACT NUMBER [#Insert Number]
AGREEMENT WITH [#CONTRACTOR'S NAME] FOR [#SERVICES TO BE PROVIDED]
ARTICLE 2
PERFORMANCE OF WORK
2.1 Statement of Work. Contractor shall perform the work described in the "Statement of Work" attached as Exhibit A to this
Agreement, and by this reference incorporated herein, except for any work therein designated to be performed by County.
2.1.1 Evaluation Studies. Contractor shall participate as requested by the County in research and/or evaluative studies
designed to show the effectiveness and/or efficiency of Contractor services or to provide information about
Contractor's project.
2.2 Standard of Performance. Contractor shall, in good and workmanlike manner and in accordance with the highest
professional standards, at its own cost and expense, furnish all of the labor, technical, administrative, professional and all
other personnel, all supplies and materials, equipment, printing, transportation, training, facilities, and all other means
whatsoever, except as herein otherwise expressly specified to be furnished by County, necessary or proper to perform and
complete the work and provide the services required of Contractor by this Agreement.
2.3 Contractor as Independent Contractor. Contractor is, for all purposes of this Agreement, an independent contractor. Neither
Contractor nor any person engaged by Contractor to accomplish the work under this Agreement, including, without
limitation, Contractor's and its subcontractors' employees, volunteers, officers, agents, consultants, and subcontractors
("Workforce") shall be deemed to be employees of the County. Contractor shall perform its obligations under this
Agreement according to the Contractor's own means and methods of work, which shall be in the exclusive charge and under
the control of the Contractor, and which shall not be subject to control or supervision by County except as to the results of
the work. County hereby delegates to Contractor any and all responsibility for the safety of Contractor's Workforce, which
shall include inspection of property to identify potential hazards. Neither Contractor nor Contractor's Workforce shall be
entitled to any benefits to which County employees are entitled, including without limitation, overtime, retirement benefits,
workers' compensation benefits and injury leave.
2.4 Contractor's Agents and Employees or Subcontractors. Contractor shall obtain, at Contractor's expense, all Workforce
required for Contractor to perform its duties under this Agreement, and all such services shall be performed by Contractor's
Representative or under Contractor's Representatives' supervision, by persons authorized by law to perform such services.
Retention by Contractor of any Workforce member shall be at Contractor's sole cost and expense, and County shall have
no obligation to pay Contractor's Workforce to support any such person's or entity's claim against the Contractor; or to
defend Contractor against any such claim.
In the event any subcontractor or consultant is utilized by Contractor for any portion of the project, Contractor retains the
prime responsibility for carrying out all the terms of this Agreement, including the responsibility for performance and
ensuring the availability and retention of records of subcontractors and consultants in accordance with this Agreement.
2.4.1 "Related Subcontract" means an agreement to furnish, or the furnishing of, supplies, materials, equipment, or
services of any kind to Contractor or any higher tier subcontractor in the performance of some or all of the work
in this Agreement. Related Subcontracts includes consultant agreements, which are defined as agreements for
services rendered, or the rendering of services, by persons who are members of a particular profession or possess
as special skill and who are not officers or employees of the Contractor. Examples include those services acquired
by Contractor or a subcontractor in order to enhance their legal, economic, financial, or technical positions.
Professional and consultant services are generally acquired to obtain information, advice, opinions, alternatives,
conclusions, recommendations, training, or direct assistance, such as studies, analyses, evaluations, liaison with
government officials, or other forms or representation. Related Subcontracts shall not include agreements for
ancillary goods or services, or consulting services intended to support Contractor in a general manner not specific
to the work performed under this Agreement. "Related Subcontractor" means an individual or entity holding or
performing a Related Subcontract.
2.4.2 Required Subcontract Provisions: Contractor shall notify all Related Subcontractors of Contractor's relationship
to County and include in its subcontracts all provisions necessary to ensure Contractor's and subcontractors'
compliance with this Agreement. Without limiting the foregoing, Contractor shall specifically include in its Related
Subcontracts, and require Related Subcontractors' compliance with, the applicable provisions of Articles 3, 7, 9,
10, 11, 12, 14, 15, 17 and 18, and section 4.6.1 of Article 4 hereunder, altered as necessary for proper identification
of the contracting parties.
2.4.3 Contractor shall provide COR with copies of all Related Subcontracts entered into by Contractor within thirty (30)
days after the effective date of the Related Subcontract, or within thirty (30) days of the effective date of this
Agreement if such Related Subcontract is already in existence at that time.
2.4.4 County Approval: Any Related Subcontract that is in excess of fifty thousand dollars ($50,000) or twenty five
percent (25%) of the value of this Agreement, whichever is less; or a combination of Related Subcontracts to the
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