COUNTY OF LOS ANGELES TREASURER AND TAX COLLECTOR

COUNTY OF LOS ANGELES TREASURER AND TAX COLLECTOR

JOSEPH KELLY

TREASURER AND TAX COLLECTOR

KENNETH HAHN HALL OF ADMINISTRATION 500 WEST TEMPLE STREET, ROOM 464 LOS ANGELES, CALIFORNIA 90012

TELEPHONE: (213) 974-2030 FAX: (213) 687-4857

January 24, 2017

HOME PAGE TTC.

PROPERTY TAX PORTAL

SENT VIA EMAIL

Dear Interested Party:

REQUEST FOR STATEMENT OF QUALIFICATIONS FOR THE PROVISION OF MORTUARY SERVICES

The County of Los Angeles (County) Treasurer and Tax Collector (TTC), Public Administrator Division (PA) is issuing this Request for Statement of Qualifications (RFSQ) for the provision of Mortuary Services. Establishments/Vendors determined to be qualified will be added to a Master List of Mortuary Service Providers (Master List) the PA will use to provide these services. The Master List will have an initial term of five years unless sooner terminated or extended in whole or in part by the option of the County.

The RFSQ can be downloaded from the Internet by either accessing the County's website at and selecting "View Open Bids" and then "List by Department," and then selecting the "Treasurer and Tax Collector." Alternatively, the RFSQ can also be downloaded from the TTC's website at by clicking on the "TTC Contract Opportunities" link. Potential proposers should take care to download and review the entire RFSQ.

The RFSQ contains the service requirements, Statement of Qualifications (SOQ) content and format requirements, a description of the SOQ selection process, and a sample Master Agreement. Establishments/Vendors that meet the minimum requirements identified in Section 1.4, Establishment/Contractor's Minimum Qualifications, of the RFSQ are invited to submit an SOQ to provide the services described further in Appendix I, Statement of Work, of the RFSQ. Potential Establishments/Vendors should carefully review the RFSQ and ensure their SOQ complies with all RFSQ requirements.

Two optional Establishment/Vendors' Conferences (Conference) will be held to answer questions regarding the written specifications of the RFSQ. The first Conference will be held at 10:00 a.m. Pacific Time (PT), on Tuesday, February 7, 2017, at the Quartz Hill Public Library, 42018 N. 50th St., West, Quartz Hill, California 93536. The Second Conference will be held at 2:00 p.m. PT, on Thursday, February 9, 2017, at the Kenneth Hahn Hall of Administration, 500 West Temple Street, Conference Room 140, Los Angeles, California 90012. To register to attend, please call Kathy Gomez, Contracts Section, at (213) 974-7360 or send an email to contracts@ttc. no later than Monday, February 6, 2017.

COUNTY OF LOS ANGELES TREASURER AND TAX COLLECTOR OFFICE OF THE PUBLIC ADMINISTRATOR

REQUEST FOR STATEMENT OF QUALIFICATIONS

FOR

MORTUARY SERVICES

JANUARY 2017

PREPARED BY COUNTY OF LOS ANGELES TREASURER AND TAX COLLECTOR

SECTION

REQUEST FOR STATEMENT OF QUALIFICATIONS (RFSQ) MORTUARY SERVICES TABLE OF CONTENTS

PAGE

1.0 GENERAL INFORMATION .................................................................................... 1 1.1 General Overview......................................................................................... 1 1.2 Overview of Solicitation Document ............................................................... 2 1.3 Terms and Definitions................................................................................... 3 1.4 Establishment/Vendor's Minimum Qualifications .......................................... 3 1.5 Intentionally Omitted..................................................................................... 6 1.6 Master Agreement Process .......................................................................... 6 1.7 Master Agreement Term............................................................................... 6 1.8 County Rights and Responsibilities .............................................................. 7 1.9 Contact with County Personnel .................................................................... 7 1.10 Mandatory Requirement to Register on County's WebVen .......................... 8 1.11 County Option to Reject SOQs..................................................................... 8 1.12 Protest Process ........................................................................................... 8 1.13 Notice to Establishment/Vendor Regarding Public Records Act................... 9 1.14 Indemnification and Insurance...................................................................... 9 1.15 SPARTA Program ........................................................................................ 9 1.16 Injury and Illness Prevention Program.......................................................... 9 1.17 Background and Security Investigations..................................................... 10 1.18 Confidentiality and Independent Contractor Status .................................... 10 1.19 Conflict of Interest....................................................................................... 10 1.20 Determination of Establishment/Vendor Responsibility .............................. 11 1.21 Establishment/Vendor Debarment.............................................................. 12 1.22 Establishment/Vendor's Adherence to County Child Support Compliance Program...................................................................................................... 14 1.23 Gratuities .................................................................................................... 14 1.24 Notice to Establishment/Vendor Regarding the County Lobbyist Ordinance ................................................................................................................... 15 1.25 Federal Earned Income Credit.................................................................... 15 1.26 Consideration of GAIN/GROW Participants for Employment ..................... 15

Mortuary Services RFSQ TTC RFSQ 2017-01 PA MS January 2017

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1.27 County's Quality Assurance Plan ............................................................... 16 1.28 Recycled Bond Paper................................................................................. 16 1.29 Safely Surrendered Baby Law .................................................................... 16 1.30 County Policy on Doing Business with Small Business .............................. 17 1.31 Jury Service Program ................................................................................. 17 1.32 Local Small Business Enterprise Preference Program ............................... 19 1.33 LSBE Prompt Payment Program ................................................................ 19 1.34 Notification to County of Pending Acquisitions/Mergers by Proposing

Company .................................................................................................... 20 1.35 Social Enterprise Preference Program ....................................................... 20 1.36 Business Associate Agreement Under the Health Insurance Portability

and Accountability Act of 1996 ................................................................... 20 1.37 Defaulted Property Tax Reduction Program ............................................... 21 1.38 Disabled Veteran Business Enterprise Preference Program ...................... 21 1.39 Time off for Voting ...................................................................................... 22 1.40 Contractor's Acknowledgement of County's Commitment to Zero Tolerance

Human Trafficking ...................................................................................... 22 2.0 INSTRUCTIONS TO ESTABLISHMENTS/VENDORS ......................................... 23

2.1 County Responsibility ................................................................................. 23 2.2 Truth and Accuracy of Representations ..................................................... 23 2.3 RFSQ Timetable......................................................................................... 23 2.4 Solicitation Requirements Review .............................................................. 24 2.5 Establishments/Vendors' Questions ........................................................... 25 2.6 Establishments/Vendors' Conferences ...................................................... 25 2.7 Preparation and Format of the SOQ........................................................... 26 2.8 SOQ Submission ........................................................................................ 33 2.9 Acceptance of Terms and Conditions of Master Agreement ...................... 35 2.10 SOQ Withdrawals ....................................................................................... 35 3.0 SOQ REVIEW/SELECTION/QUALIFICATION PROCESS .................................. 35 3.1 Review Process.......................................................................................... 35 3.2 Disqualification Review............................................................................... 36 3.3 Selection/Qualification Process .................................................................. 37 3.4 Master Agreement Award ........................................................................... 38

Mortuary Services RFSQ TTC RFSQ 2017-01 PA MS January 2017

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