City and County of San Francisco

Request for Proposals for

ENVIRONMENTAL PUBLIC OUTREACH, BEHAVIORAL

CHANGE, AND COMMUNITY RELATIONS

Date issued: MAY 7, 2008

Pre-proposal conference: 10 a.m., May 28, 2008
(Mandatory)

Proposal due: 5 p.m., June 13, 2008

Due Date Extended to: 5 p.m., July 1, 2008

 Request For Proposals For
Environmental Public Outreach, Behavioral Change, And Community Relations

Table of Contents

Page

I. Introduction and Schedule....................................................................................... 1

II. Scope of Work......................................................................................................... 3

III. Submission Requirements........................................................................................ 5

IV. Evaluation and Selection Criteria............................................................................ 6

V. Pre-proposal Conference and Contract Award......................................................... 7

VI. Terms and Conditions for Receipt of Proposals....................................................... 8

VII. City Contract Requirements..................................................................................... 12

VIII. Protest Procedures................................................................................................... 14

Appendices:

A. HRC Attachment 2 – Human Rights Commission Requirements for Professional Services

Contracts (including all HRC forms, except for 12B-101 below) available electronically at
http://www.sfgov.org/site/uploadedfiles/sfhumanrights/dbe/HRC%20Attach%202%20AEPS%200107.doc

B. Standard Forms: Listing and Internet addresses of Forms related to B-1

Taxpayer Identification Number and Certification, to Business Tax
Declaration, and to Chapters 12B and 12C, and 14B of the
S.F. Administrative Code.

C. Agreement for Professional Services (form P-500) – separate document

D. Case studies.

P-590 (11-07) i May 5, 2008

 I. Introduction and Schedule

Environmental Public Outreach, Behavior Change and Community Relations

A. General

The mission of San Francisco’s Department of the Environment (SF Environment) is to improve, enhance,
and preserve the environment and to promote San Francisco's long-term environmental wellbeing.

SF Environment does this by developing innovative, practical and wide-ranging environmental programs,
fostering groundbreaking legislation, and educating the public by providing comprehensive and easily
accessible information on a wide range of sustainable practices.

SF Environment has seven active program areas: Zero Waste, which includes Waste Prevention and
Recycling; Toxics Reduction, including Integrated Pest Management and Oil Recycling; Green Building;
Clean Air, including alternative fuel vehicles, commuter assistance and transportation demand management;
Environmental Justice; Renewable Energy and Energy Efficiency; and the Urban Forest program.

Examples of groundbreaking legislation include the Precautionary Principle, the Environmental Purchasing
Ordinance, the Urban Environmental Accords, the Integrated Pest Management Ordinance and the Zero
Waste Diversion goal.

Effective implementation of SF Environment’s goals requires leveraging limited financial resources into
effective programs that result in environmentally preferable behavior by residents, businesses, non-profits
and government agencies in San Francisco.

To achieve this, SF Environment seeks to retain the services of creative professional firms and/or non
profit, and subcontractors, as needed, to assist the Department in implementing programs that will increase
participation in existing environmental programs such as curbside recycling, waste prevention, reuse, toxics
reduction, commuter benefit programs, and energy efficiency.

SF Environment seeks a wide range of services and skills, and is looking for consultants and subcontractors
with experience in marketing, promotions, community based social marketing, public affairs, media
relations, advertising, and advertising design. Programs need to be multi-lingual and multi-cultural,
particularly since almost half of San Francisco’s population does not speak English at home.

SF Environment is asking that applicants design their proposals based on the principles of community-
based social marketing. This kind of marketing emphasizes direct, personal contact among community
members and the removal of barriers to more sustainable actions and behaviors, since research suggests
that such approaches are often most likely to bring about behavioral change.

Community-based social marketing also uses tools that have been identified as being particularly effective
in fostering change. Although each of these tools on its own is capable of promoting sustainable behavior,
the tools can often be particularly effective when used together. Key community-based social marketing
tools include:

 prompts – remind people to engage in sustainable activities;

 commitments – have people commit or pledge to engage in sustainable activities;

 norms – develop community norms that a particular behavior is the right thing to do; and

 vivid communications tools with engaging messaging and images.

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The term of each contract will be for 5 years. The maximum contract amount is $5,000,000 for all
contractors selected. Contract services will be required on an as-needed basis. The total payment to
contractors may be less than the maximum contract amount stated above, depending on budget constraints
of the City, available outside grant funding and services needed by SF Environment during the contract
period.

The consultant will work with the Public Information Program Manager in developing the specific tasks to
be completed for the various programs, and upon approval by the Public Information Program Manager
will be responsible for producing the final product for each task. The precise scope and the estimated cost
and completion date for each task will be specifically described in Work Orders issued by the Public
Information Program Manager.

The Contractor will not begin any work on any project until such a Work Order has been issued. Each
Work Order will include a “not to exceed” budget required for the completion of the task, specific work
products to be produced by the Contractor, a payment schedule for results achieved if applicable, and a
schedule of performance for completion of the work. Contractor will perform such services in a timely
manner within the time frame and budget specified.

B. Schedule

The anticipated schedule for selecting a consultant is:

Proposal Phase Date

RFP is issued by the City May 7, 2008

Pre-proposal conference - Mandatory May 28, 2008

Deadline for submission of written questions

or requests for clarification May 28, 2008

Proposals due June 13, 2008 Extended to July 1, 2008

Oral interview with firms selected for

further consideration TBD

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II. Scope of Work

Contractors and non-profits can bid on any or all of the project areas listed below, and will be scored either
on specific project areas, or on areas of expertise. All of the areas below should be approached from a
multi-lingual and multi-cultural perspective. Multiple contractors may be selected per area. Please indicate
which Area or Areas you are applying for, and provide a separate HRC Form 2A for each Area.

1. Grassroots outreach campaigns focusing on residential behavior change. Design and

implementation of campaigns using social marketing and/or community/political organizing
techniques to increase participation in environmental programs.
2. Targeted business and business-to-business (B2B) campaigns focusing on changing business
practices to incorporate and enhance environmental (and fiscal) benefits. Design and
implementation of campaigns focusing on San Francisco businesses and institutions to increase
participation in environmental programs, including the Business Council on Climate Change and
the Green Business Program.
3. Multicultural outreach campaigns focusing on the 48% of San Francisco’s population that does
not speak English at home and the approximately 76% of residents live in multifamily apartment
buildings. Design and implementation of targeted campaigns, using multilingual and multicultural
media, nontraditional techniques and culturally appropriate means to change behavior to increase
participation in environmental programs, which would include both the residential and business
sectors. Multilingual emphasis needs to be on the languages most commonly spoken in San
Francisco, including Chinese and Spanish.
4. Creative Messaging and Advertising focusing on traditional advertising and marketing strategies
as well as alternative or guerilla-type communications behavior change mechanisms, including
researching behavior, designing messaging and creative, and placement of advertising and other
messaging to enhance participation in environmental programs.
5. Public Relations and Public Affairs focusing on media relations, earned media opportunities,
spokesperson trainings, community relations, publicity, and event planning and production.
6. Viral Marketing focusing on incorporating interactive media, including the internet, social
networking websites, email, text messaging and other mechanisms to change behavior to enhance
participation in environmental programs.
7. Resource Leveraging focusing on the development of partnerships with non-profits,
businesses, Bay Area cities and counties, regional organizations and other entities to
increase resources to change behavior to enhance participation in environmental programs.

The Scope of Work is to be used as a general guide and is not intended to be a complete list of all work
necessary to complete the project.

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2. Reports

Contractor shall submit written reports as requested by the Department of the Environment.  
Format for the content of such reports shall be determined by the Department. 

Reports shall be submitted electronically to the maximum extent feasible.  Printed reports should only be 
created upon the explicit request of the Department, and must be submitted on 100 percent postconsumer 
recycled paper and printed on double­sided pages to the maximum extent possible.

III. Submission Requirements

A. Time and Place for Submission of Proposals

In order to reduce the amount of paper and other resources used in generating RFP proposals, SF
Environment will only accept proposals submitted electronically. Proposals must be sent by email to
mark.westlund@sfgov.org by 5:00 p.m., June 13, 2008, clearly marked “Environmental Public
Outreach” in the subject line. Proposals sent after 5:00 p.m. on June 13, 2008, will not be accepted. No
art samples will be accepted except those submitted electronically. Proposals that are submitted by fax or
hard copy will not be accepted. Late submissions will not be considered.

Additionally, proposers shall submit a sealed envelope clearly marked “required HRC Forms” to the
address below, labeled “Environmental Public Outreach RFP Response, Attn: Preston Tom.” Each
proposer accepts all risks with improper delivery or with failure to deliver before such time and date by
courier, mail or other delivery service. Postmarks will not be accepted in lieu of actual receipt.

Environmental Public Outreach RFP Response, Attn: Preston Tom

C/O SF Environment/Mark Westlund
11 Grove Street
San Francisco, CA 94102

All responses and submittals in response to this RFP ("Submissions") are public information and shall be 
the property of the City and County of San Francisco, and the City may use such Submissions for any 
purpose whatsoever, without compensation to the provider or any other person or entity. The City and 
County of San Francisco shall not be liable for any use or disclosure of any Submissions.

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B. Format and Content of Proposals

Firms and non-profits interested in responding to this RFP must submit the following information, in
the order specified below:

1. Introduction and Executive Summary (up to 1,500 words)

Submit a letter of introduction and an executive summary of each proposal. Submission of the
letter will constitute a representation by your firm that your firm or non profit is willing and
able to perform the commitments contained in the proposal.

In the Executive Summary, provide a clear statement of the firm or non-profit’s understanding
of the nature and extent of the services required, and the team's overall approach in fulfilling
the objectives and goals of the contract within the City’s required time frame, and a brief
summary of your team’s key strengths. If there are subcontactors, introduce the subcontractors
included on the consultant team, including size, scope and nature of services routinely provided
which demonstrate the firms' qualifications to perform the work scope.

2. Consultant Qualifications (no more than 10,000 words)

Provide background and qualifications that address the following for your firm and
subcontractors and/or nonprofit on the consultant team:

a. Name, address, and telephone number of contact persons.

.
b. Describe relevant project experience that corresponds to the subsections of the Scope of
Work (Section II). Please detail the work that has been done by the proposed team
subcontractors. Projects may be included in more than one program area as long as they
pertain. Where appropriate, briefly describe your approach to the work, including
insights and issues associated with the program area, and/or sample tasks or
deliverables. Include client, budget, schedule, and project summary.

c. A description of the experience and qualifications of all project participants.

3. References

Provide references for the project participants, including the name, address and telephone
number of two or more recent clients (preferably other public agencies).

3. Case Study for each area (up to 6,000 words each, as applicable – See Appendix D)

4. Fee Proposal

The City intends to award contracts to the firms that it considers will provide the best overall
program services. The City reserves the right to accept other than the lowest priced offer and to reject
any proposals that are not responsive to this request.

Please provide a fee proposal that includes hourly rates for all team members. Hourly rates and
itemized costs may be used to negotiate changes in the Scope of Work if necessary.

P-590 (11-07) May 5, 2008

 IV. Evaluation and Selection Criteria

A. Minimum Qualifications

The proposing consultant and team subcontractors must demonstrate the professional ability and
experience required to perform the tasks described in the Scope of Work (Section II).

B. Selection Criteria

1. Written Proposals

The written proposals will be evaluated by a selection committee comprised of parties with
environmental, outreach and social marketing expertise. The City intends to evaluate the proposals based
on the ability of the firm to meet the minimum qualifications of this RFP and the needs of the Department
of the Environment using the criteria below.

a. (40 points) Overall Public Outreach/Education Experience: history of work involving primary or
major responsibilities in the appropriate areas from the list below:

 Community based social marketing

 Creative participatory outreach campaigns
 Successful SF/Bay Area Outreach Projects
 Work with public agencies
 Media outreach
 Community/minority outreach
 Market research
 Environmental experience

b. (40 points) Approach to project and understanding of goals: evaluated on the basis of:

a. Overview of approach-adherence to Scope of Work (10 points)

b. Case study - approach to: (6 points each - 30 total)

 Identification and definition of the issues

 Design and overall strategy
 Personnel and/or subcontractors assignment
 Definition and scheduling of individual tasks, including timeline
 Budget development, scheduling and standards of quality

d. (10 points) References

 Including references from public agencies

e. (10 points) Fees

The lowest fee will receive the total number of assigned points (10). The other fee proposals will
then be scored by dividing the amount of the lowest fee by the fee proposal being scored and then
multiplying the result by the total number of assigned points.

2. Oral Interview

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 Following the evaluation of the written proposals, all proposers receiving scores greater than 70
points will be invited to an oral interview. The interview will consist of standard questions asked of each of
the proposers, and specific questions regarding each individual proposal. The final selection will be based
on the oral interview exclusively, and will not factor in the results of the written scores. The selection will
be based on answers to substantive questions, communicated experience and communication skills.

V. Pre-proposal conference and Contract award

A. Pre-Proposal Conference

Proposers must attend a pre-proposal conference on Wednesday, May 28, 2008 at 10:30 am to be
held at 11 Grove Street, San Francisco. All questions will be addressed at this conference and any available
new information will be provided at that time. If you have further questions regarding the RFP, please
contact the individual designated in Section VI.B.

B. Contract Award

The Department of the Environment will select a proposer with whom the Department of the
Environment staff shall commence contract negotiations. The selection of any proposal shall not imply
acceptance by the City of all terms of the proposal, which may be subject to further negotiation and
approvals before the City may be legally bound thereby. If a satisfactory contract cannot be negotiated in a
reasonable time, the Department of the Environment, in its sole discretion, may terminate negotiations with
the highest ranked proposer and begin contract negotiations with the next highest ranked proposer.

VI. Terms and Conditions for Receipt of Proposals

A. Errors and Omissions in RFP

Proposers are responsible for reviewing all portions of this RFP.  Proposers are to promptly notify 
the Department, in writing, if the proposer discovers any ambiguity, discrepancy, omission, or other error
in the RFP.  Any such notification should be directed to the Department promptly after discovery, but in 
no event later than five working days prior to the date for receipt of proposals.  Modifications and 
clarifications will be made by addenda as provided below.

B. Inquiries Regarding RFP

Inquiries regarding the RFP and all oral notifications of an intent to request written modification or 
clarification of the RFP, must be directed to:

Mark Westlund: mark.westlund@sfgov.org, 415­355­3714

C. Objections to RFP Terms

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 Should a proposer object on any ground to any provision or legal requirement set forth in this RFP,
the proposer must, not more than ten calendar days after the RFP is issued, provide written notice to the 
Department setting forth with specificity the grounds for the objection.  The failure of a proposer to 
object in the manner set forth in this paragraph shall constitute a complete and irrevocable waiver of any 
such objection.

D. Change Notices

The Department may modify the RFP, prior to the proposal due date, by issuing Change Notices, 
which will be posted on the website.  The proposer shall be responsible for ensuring that its proposal 
reflects any and all Change Notices issued by the Department prior to the proposal due date regardless of 
when the proposal is submitted.  Therefore, the City recommends that the proposer consult the website 
frequently, including shortly before the proposal due date, to determine if the proposer has downloaded 
all Change Notices.

E. Term of Proposal

Submission of a proposal signifies that the proposed services and prices are valid for 120 calendar 
days from the proposal due date and that the quoted prices are genuine and not the result of collusion or 
any other anti­competitive activity.

F. Revision of Proposal

A proposer may revise a proposal on the proposer’s own initiative at any time before the deadline for
submission of proposals. The proposer must submit the revised proposal in the same manner as the
original. A revised proposal must be received on or before the proposal due date.

In no case will a statement of intent to submit a revised proposal, or commencement of a revision

process, extend the proposal due date for any proposer.

At any time during the proposal evaluation process, the Department may require a proposer to
provide oral or written clarification of its proposal. The Department reserves the right to make an award
without further clarifications of proposals received.

G. Errors and Omissions in Proposal

Failure by the Department to object to an error, omission, or deviation in the proposal will in no way
modify the RFP or excuse the vendor from full compliance with the specifications of the RFP or any
contract awarded pursuant to the RFP.

H. Financial Responsibility

The City accepts no financial responsibility for any costs incurred by a firm in responding to this
RFP. Submissions of the RFP will become the property of the City and may be used by the City in any
way deemed appropriate.

I. Proposer’s Obligations under the Campaign Reform Ordinance

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 Proposers must comply with Section 1.126 of the S.F. Campaign and Governmental Conduct Code,
which states:

No person who contracts with the City and County of San Francisco for the rendition of personal
services, for the furnishing of any material, supplies or equipment to the City, or for selling any land or
building to the City, whenever such transaction would require approval by a City elective officer, or the
board on which that City elective officer serves, shall make any contribution to such an officer, or
candidates for such an office, or committee controlled by such officer or candidate at any time between
commencement of negotiations and the later of either (1) the termination of negotiations for such contract,
or (2) three months have elapsed from the date the contract is approved by the City elective officer or the
board on which that City elective officer serves.

If a proposer is negotiating for a contract that must be approved by an elected local officer or the
board on which that officer serves, during the negotiation period the proposer is prohibited from making
contributions to:

 the officer’s re-election campaign

 a candidate for that officer’s office
 a committee controlled by the officer or candidate.

The negotiation period begins with the first point of contact, either by telephone, in person, or in
writing, when a contractor approaches any city officer or employee about a particular contract, or a city
officer or employee initiates communication with a potential contractor about a contract. The negotiation
period ends when a contract is awarded or not awarded to the contractor. Examples of initial contacts
include: (1) a vendor contacts a city officer or employee to promote himself or herself as a candidate for a
contract; and (2) a city officer or employee contacts a contractor to propose that the contractor apply for a
contract. Inquiries for information about a particular contract, requests for documents relating to a
Request for Proposal, and requests to be placed on a mailing list do not constitute negotiations.

Violation of Section 1.126 may result in the following criminal, civil, or administrative penalties:

1. Criminal. Any person who knowingly or willfully violates section 1.126 is subject to a fine of
up to $5,000 and a jail term of not more than six months, or both.

2. Civil. Any person who intentionally or negligently violates section 1.126 may be held liable in
a civil action brought by the civil prosecutor for an amount up to $5,000.

3. Administrative. Any person who intentionally or negligently violates section 1.126 may be
held liable in an administrative proceeding before the Ethics Commission held pursuant to the
Charter for an amount up to $5,000 for each violation.

For further information, proposers should contact the San Francisco Ethics Commission at
(415) 581-2300.

J. Sunshine Ordinance

In accordance with S.F. Administrative Code Section 67.24(e), contractors’ bids, responses to RFPs
and all other records of communications between the City and persons or firms seeking contracts shall be
open to inspection immediately after a contract has been awarded. Nothing in this provision requires the
disclosure of a private person’s or organization’s net worth or other proprietary financial data submitted for
qualification for a contract or other benefits until and unless that person or organization is awarded the
contract or benefit. Information provided which is covered by this paragraph will be made available to the
public upon request.

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K. Public Access to Meetings and Records

If a proposer is a non-profit entity that receives a cumulative total per year of at least $250,000 in
City funds or City-administered funds and is a non-profit organization as defined in Chapter 12L of the S.F.
Administrative Code, the proposer must comply with Chapter 12L. The proposer must include in its
proposal (1) a statement describing its efforts to comply with the Chapter 12L provisions regarding public
access to proposer’s meetings and records, and (2) a summary of all complaints concerning the proposer’s
compliance with Chapter 12L that were filed with the City in the last two years and deemed by the City to
be substantiated. The summary shall also describe the disposition of each complaint. If no such
complaints were filed, the proposer shall include a statement to that effect. Failure to comply with the
reporting requirements of Chapter 12L or material misrepresentation in proposer’s Chapter 12L
submissions shall be grounds for rejection of the proposal and/or termination of any subsequent Agreement
reached on the basis of the proposal.

L. Reservations of Rights by the City

The issuance of this RFP does not constitute an agreement by the City that any contract will actually
be entered into by the City. The City expressly reserves the right at any time to:

1. Waive or correct any defect or informality in any response, proposal, or proposal procedure;
2. Reject any or all proposals;
3.Reissue a Request for Proposals;
4.Prior to submission deadline for proposals, modify all or any portion of the selection procedures,
including deadlines for accepting responses, the specifications or requirements for any
materials, equipment or services to be provided under this RFP, or the requirements for
contents or format of the proposals;
5. Procure any materials, equipment or services specified in this RFP by any other means; or
6. Determine that no project will be pursued.

M. No Waiver

No waiver by the City of any provision of this RFP shall be implied from any failure by the City to
recognize or take action on account of any failure by a proposer to observe any provision of this RFP.

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 N. Local Business Enterprise Goals and Outreach

The requirements of the Local Business Enterprise and Non-Discrimination in Contracting Ordinance
set forth in Chapter 14B of the San Francisco Administrative Code as it now exists or as it may be
amended in the future (collectively the “LBE Ordinance”) shall apply to this RFP.

1. LBE Subconsultant Participation Goals

The LBE subconsulting goal for this project is 10 % of the total value of the goods and/or
services to be procured.

Each firm responding to this solicitation shall demonstrate in its response that it has used
good-faith outreach to select LBE subcontractors as set forth in S.F. Administrative Code §§14B.8 and
14B.9, and shall identify the particular LBE subcontractors solicited and selected to be used in performing
the contract. For each LBE identified as a subcontractor, the response must specify the value of the
participation as a percentage of the total value of the goods and/or services to be procured, the type of work
to be performed, and such information as may reasonably be required to determine the responsiveness of
the proposal. LBEs identified as subcontractors must be certified with the San Francisco Human Rights
Commission at the time the proposal is submitted, and must be contacted by the proposer (prime
contractor) prior to listing them as subcontractors in the proposal. Any proposal that does not meet the
requirements of this paragraph will be non-responsive.

In addition to demonstrating that it will achieve the level of subconsulting participation

required by the contract, a proposer shall also undertake and document in its submittal the good faith
efforts required by Chapter 14B.8(C)&(D) and HRC Attachment 2, Requirements for Architecture,
Engineering and Professional Services Contracts.

Proposals which fail to comply with the material requirements of S.F. Administrative Code
§§14B.8 and 14B.9, HRC Attachment 2 and this RFP will be deemed non-responsive and will be rejected.
During the term of the contract, any failure to comply with the level of LBE subcontractor participation
specified in the contract shall be deemed a material breach of contract. Subconsulting goals can only be
met with HRC-certified LBEs located in San Francisco.

2. LBE Participation

The City strongly encourages proposals from qualified LBEs. Pursuant to Chapter 14B, the
following rating discount will be in effect for the award of this project for any proposers who are certified
by HRC as a LBE, or joint ventures where the joint venture partners are in the same discipline and have the
specific levels of participation as identified below. Certification applications may be obtained by calling
HRC at (415) 252-2500. The rating discount applies at each phase of the selection process. The
application of the rating discount is as follows:

a. A 10% discount to an LBE; or a joint venture between or among LBEs; or

b. A 5% discount to a joint venture with LBE participation that equals or exceeds 35%, but
is under 40%; or
c. A 7.5% discount to a joint venture with LBE participation that equals or exceeds 40%; or
d. A 10% discount to a certified non-profit entity.

If applying for a rating discount as a joint venture: The LBE must be an active partner in the
joint venture and perform work, manage the job and take financial risks in proportion to the required level
of participation stated in the proposal, and must be responsible for a clearly defined portion of the work to
be performed and share in the ownership, control, management responsibilities, risks, and profits of the
joint venture. The portion of the LBE joint venture’s work shall be set forth in detail separately from the

P-590 (11-07) May 5, 2008

work to be performed by the non-LBE joint venture partner. The LBE joint venture’s portion of the
contract must be assigned a commercially useful function.

3. HRC Forms to be Submitted with Proposal

a. All proposals submitted must include the following Human Rights Commission (HRC)
Forms contained in the HRC Attachment 2: 1) HRC Contract Participation Form, 2) HRC “Good Faith
Outreach” Requirements Form, 3) HRC Non-Discrimination Affidavit, 4) HRC Joint Venture Form (if
applicable), and 5) HRC Employment Form. If these forms are not returned with the proposal, the
proposal may be determined to be non-responsive and may be rejected.

b. Please submit only two copies of the above forms with your proposal. The forms should
be placed in a separate, sealed envelope labeled HRC Forms.

If you have any questions concerning the HRC Forms, you may call Preson Tom, the Human
Rights Commission Contract Compliance Officer for the Department of the Environment at 650-821-7796.

VII. Contract Requirements

A. Standard Contract Provisions

The successful proposer will be required to enter into a contract substantially in the form of the
Agreement for Professional Services, attached hereto as Appendix C. Failure to timely execute the
contract, or to furnish any and all insurance certificates and policy endorsement, surety bonds or other
materials required in the contract, shall be deemed an abandonment of a contract offer. The City, in its sole
discretion, may select another firm and may proceed against the original selectee for damages.

Proposers are urged to pay special attention to the requirements of Administrative Code Chapters
12B and 12C, Nondiscrimination in Contracts and Benefits, (§9in the agreement), the Minimum
Compensation Ordinance §43 in the Agreement), the Health Care Accountability Ordinance §44 in the
Agreement), and the First Source Hiring Program §45 in the Agreement), and applicable conflict of interest
laws §23 in the Agreement), as set forth in paragraphs B, C, D and E below.

B. Nondiscrimination in Contracts and Benefits

The successful proposer will be required to agree to comply fully with and be bound by the
provisions of Chapters 12B and 12C of the San Francisco Administrative Code. Generally, Chapter 12B
prohibits the City and County of San Francisco from entering into contracts or leases with any entity that
discriminates in the provision of benefits between employees with domestic partners and employees with
spouses, and/or between the domestic partners and spouses of employees. The Chapter 12C requires
nondiscrimination in contracts in public accommodation. Additional information on Chapters 12B and 12C
is available on the HRC’s website at www.sfhrc.org.

C. Minimum Compensation Ordinance (MCO)

The successful proposer will be required to agree to comply fully with and be bound by the
provisions of the Minimum Compensation Ordinance (MCO), as set forth in S.F. Administrative Code
Chapter 12P. Generally, this Ordinance requires contractors to provide employees covered by the
Ordinance who do work funded under the contract with hourly gross compensation and paid and unpaid
time off that meet certain minimum requirements. For the contractual requirements of the MCO, see see
§44 in the Agreement.

P-590 (11-07) May 5, 2008

 For the amount of hourly gross compensation currently required under the MCO, see
www.sfgov.org/olse/mco. Note that this hourly rate may increase on January 1 of each year and that
contractors will be required to pay any such increases to covered employees during the term of the contract.

Additional information regarding the MCO is available on the web at www.sfgov.org/olse/mco.

D. Health Care Accountability Ordinance (HCAO)

The successful proposer will be required to agree to comply fully with and be bound by the
provisions of the Health Care Accountability Ordinance (HCAO), as set forth in S.F. Administrative Code
Chapter 12Q. Contractors should consult the San Francisco Administrative Code to determine their
compliance obligations under this chapter. Additional information regarding the HCAO is available on the
web at www.sfgov.org/olse/hcao.

E. First Source Hiring Program (FSHP)

If the contract is for more than $50,000, then the First Source Hiring Program (Admin. Code
Chapter 83) may apply. Generally, this ordinance requires contractors to notify the First Source Hiring
Program of available entry-level jobs and provide the Workforce Development System with the first
opportunity to refer qualified individuals for employment.

Contractors should consult the San Francisco Administrative Code to determine their compliance
obligations under this chapter. Additional information regarding the FSHP is available on the web at
www.sfgov.org/moed/fshp.htm and from the First Source Hiring Administrator, (415) 401-4960.

F. Conflicts of Interest

The successful proposer will be required to agree to comply fully with and be
bound by the applicable provisions of state and local laws related to conflicts of
interest, including Section 15.103 of the City's Charter, Article III, Chapter 2 of City’s Campaign and
Governmental Conduct Code, and Section 87100 et seq. and Section 1090 et seq. of the Government Code
of the State of California. The successful proposer will be required to acknowledge that it is familiar with
these laws; certify that it does not know of any facts that constitute a violation of said provisions; and agree
to immediately notify the City if it becomes aware of any such fact during the term of the Agreement.

Individuals who will perform work for the City on behalf of the successful proposer might be deemed
consultants under state and local conflict of interest laws. If so, such individuals will be required to submit
a Statement of Economic Interests, California Fair Political Practices Commission Form 700, to the City
within ten calendar days of the City notifying the successful proposer that the City has selected the
proposer.

VIII. Protest Procedures

A. Protest of Non-Responsiveness Determination

Within five working days of the City's issuance of a notice of non-responsiveness, any firm that has
submitted a proposal and believes that the City has incorrectly determined that its proposal is non-
responsive may submit a written notice of protest. Such notice of protest must be received by the City on

P-590 (11-07) May 5, 2008

or before the fifth working day following the City's issuance of the notice of non-responsiveness. The
notice of protest must include a written statement specifying in detail each and every one of the grounds
asserted for the protest. The protest must be signed by an individual authorized to represent the proposer,
and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is based. In
addition, the protestor must specify facts and evidence sufficient for the City to determine the validity of the
protest.

B. Protest of Contract Award

Within five working days of the City's issuance of a notice of intent to award the contract, any firm
that has submitted a responsive proposal and believes that the City has incorrectly selected another
proposer for award may submit a written notice of protest. Such notice of protest must be received by the
City on or before the fifth working day after the City's issuance of the notice of intent to award.

The notice of protest must include a written statement specifying in detail each and every one of the
grounds asserted for the protest. The protest must be signed by an individual authorized to represent the
proposer, and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is
based. In addition, the protestor must specify facts and evidence sufficient for the City to determine the
validity of the protest.

C. Delivery of Protests

All protests must be received by the due date. If a protest is mailed, the protestor bears the risk of
non-delivery within the deadlines specified herein. Protests should be transmitted by a means that will
objectively establish the date the City received the protest. Protests or notice of protests made orally (e.g.,
by telephone) will not be considered. Protests must be delivered to:

Mark Westlund: mark.westlund@sfgov.org, 415­355­3714

P-590 (11-07) May 5, 2008

 Appendix A
HRC Forms

(See Page i – Forms Available Electronically)

P-590 (11-07) May 5, 2008

 Appendix B
Standard Forms

The requirements described in this Appendix are separate from those described in Appendix A.

Before the City can award any contract to a contractor, that contractor must file three standard City forms
(items 1-3 on the chart). Because many contractors have already completed these forms, and because some
informational forms are rarely revised, the City has not included them in the RFP package. Instead, this
Appendix describes the forms, where to find them on the Internet (see bottom of page 2), and where to file
them. If a contractor cannot get the documents off the Internet, the contractor should call (415) 554-6248
or e-mail Purchasing (purchasing@sfgov.org) and Purchasing will fax, mail or e-mail them to the
contractor.

If a contractor has already filled out items 1-3 (see note under item 3) on the chart, the contractor should
not do so again unless the contractor’s answers have changed. To find out whether these forms have
been submitted, the contractor should call Vendor File Support in the Controller’s Office at (415) 554-
6702.

If a contractor would like to apply to be certified as a local business enterprise, it must submit item 4. To
find out about item 4 and certification, the contractor should call Human Rights Commission at (415) 252-
2500.

Form name and Return the form to;

Item Internet location Form Description For more info

Request for Taxpayer W-9 The City needs the contractor’s Controller’s Office
Identification Number taxpayer ID number on this form. Vendor File Support
1. and Certification If a contractor has already done City Hall, Room 484
business with the City, this form is San Francisco,
www.sfgov.org/oca/purc not necessary because the City CA 94102
hasing/forms.htm already has the number.
(415) 554-6702
www.irs.gov/pub/irs-
fill/fw9.pdf

Business Tax P-25 All contractors must sign this form Controller’s Office
Declaration to determine if they must register Vendor File Support
2. with the Tax Collector, even if not City Hall, Room 484
www.sfgov.org/oca/purc located in San Francisco. All San Francisco,
hasing/forms.htm businesses that qualify as CA 94102
“conducting business in San
Francisco” must register with the (415) 554-6702
Tax Collector.

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 Form name and Return the form to;
Item Internet location Form Description For more info

S.F. Administrative Code HRC- Contractors tell the City if their Human Rights
Chapters 12B & 12C 12B- personnel policies meet the City’s Comm.
Declaration: 101 requirements for nondiscrimination 25 Van Ness, #800
3. Nondiscrimination in against protected classes of people, San Francisco,
Contracts and Benefits and in the provision of benefits CA 94102-6059
between employees with spouses (415) 252-2500
www.sfgov.org/oca/purc and employees with domestic
hasing/forms.htm – partners. Form submission is not
complete if it does not include the
In Vendor Profile additional documentation asked for
Application on the form. Other forms may be
required, depending on the answers
on this form. Contract-by-
Contract Compliance status
vendors must fill out an
additional form for each contract.

HRC LBE Certification Local businesses complete this Human Rights

Application form to be certified by HRC as Comm.
4. LBEs. Certified LBEs receive a 25 Van Ness, #800
bid discount pursuant to Chapter San Francisco,
www.sfgov.org/oca/purc 14B when bidding on City CA 94102-6059
hasing/forms.htm – contracts. To receive the bid (415) 252-2500
discount, you must be certified by
In Vendor Profile HRC by the proposal due date.
Application

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Where the forms are on the Internet

Office of Contract Administration

Homepage: www.sfgov.org/oca/
Purchasing forms: Click on “Required Vendor Forms” under the “Information for Vendors
and Contractors” banner.

Human Rights Commission

HRC’s homepage: www.sfhrc.org

Equal Benefits forms: Click on “Forms” under the “Equal Benefits” banner near the bottom.
LBE certification form: Click on “Forms” under the “LBE” banner near the bottom

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 Appendix C

Contract Form

Where the forms are on the Internet

City Contract Form: Agreement for Professional Services

http://www.sfenvironment.com
Our SFEnvironment /Employment, Grants & Volunteers
Grants and Requests for Proposals (RFP’s)
Sample of a Contract Agreement

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 APPENDIX D – CASE STUDY

Applicants must prepare a Case Study.  Please indicate which Area or Areas you are applying for,

and include elements from each Area you are applying for in your response. You must submit a
separate HRC Form 2A for each Area.

Prepare a case study (or studies) that covers the Project Areas that you are applying for, including
objectives, budget, staffing, timeline, results achieved, and how results were measured. Each case
study should not exceed 6,000 words.

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