Housing Agency Marketplace

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04:54 AM UTC


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Housing Agency Marketplace - Housing Agency Marketplace

Thu. Apr 25, 2024
04:54 AM UTC

Request for Proposals (RFP)
[Within the following, applicable reference within HUD Procurement Handbook No. 7460.8 REV 2]

You may print this Solicitation.

RFP Information
Solicitation #:	P18002
Date Posted on the System:	03/29/2018 04:11 PM
Agency:	Housing Authority of the City of Livermore
Main Service Category:	Accounting and Auditing Services
Sub Service Description:	Annual Audit Services

Buyer Information
Buyer Name:	Laura Broussard Rosen
Buyer Phone Number:	925-447-3600x207
Buyer Fax Number:
Buyer E-mail:	lbrosen@livermoreha.org

Pre-proposal Conference(s)
Pre-proposal Conference:	Will a Pre-proposal Conference be conducted in conjunction with this Solicitation [Section 7.2.G, which references Section 6.7]? No

Deadlines

Q/A Cutoff Date:

04/23/2018

Q/A Cutoff Time:

10:00 PM UTC

Proposal Due Date:

05/09/2018

Proposal Due Time:

10:00 PM UTC
To change your Time Zone, click on "Company Profile" in the navigation menu to the left.

Deadline Revision:

Deadline has been revised, click here to view the revision history.

Cancellation:

Submital Deadline has passed. Please use award features to do an award/non-award notice or an online evaluation.

Estimated Initial Contract Period:

Start Date
06/01/2018

End Date
05/31/2019

1st Estimated Contract Renewal Option:

Start Date
06/01/2019

End Date
05/31/2020

2nd Estimated Contract Renewal Option:

Start Date
06/01/2020

End Date
05/31/2021

Economic Price Adjustment:

Do you wish to include an Economic Price Adjustment Option as a part of Solicitation [Section 10.1.C.1.b]?
No

Contract (Award) Types:
	Indefinite-delivery Contract [Section 10.1.C.3] (Definite-quantity; Requirements; Indefinite-quantity)

"Ship To" Information
A. Delivery of Purchased Items or Services
Name:	Laura Broussard Rosen
Location:
Address:	3203 Leahy Way
City:	Livermore
State:	CA
Zip Code:	94550
Phone Number:	925-447-3600x207
Fax Number:
E-mail:	lbrosen@livermoreha.org

B. Delivery of "Hard Copy" Proposal Submittal
Name:	Laura Broussard Rosen
Location:
Address:	3203 Leahy Way
City:	Livermore
State:	CA
Zip Code:	94550
Phone Number:	925-447-3600x207
Fax Number:
E-mail:	lbrosen@livermoreha.org

Proposal Format

Three (3) copies of the proposal submittal (one original signature + 2 exact copies, including extending tabs), submitted in a sealed package, properly addressed and tabbed.

The Agency intends to retain the successful proposer pursuant to a "Best Value" basis, not a "Low Bid" basis. Therefore, so that the Agency can properly evaluate the offers received, all proposals submitted in response to this RFP must be formatted in accordance with the sequence noted below. Each category must be separated by index dividers numbered (which number extends so that each tab can be located without opening the proposal). None of the proposed services may conflict with any requirement the Agency has published herein or will issue by addendum.

Tab 1: Form of Proposal
This Form is attached hereto as Attachment A to this RFP document. This 1-page Form must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal.

Tab 2: form HUD-5369-C (8/93), Certifications and Representations of Offerors, Non-Construction Contract.
This Form is attached hereto as Attachment B to this RFP document. This 2-page Form must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal.

Tab 3: Profile of Firm Form
The Profile of Firm Form is attached hereto as Attachment C to this RFP document. This 2-page Form must be fully completed, executed and submitted under this tab as a part of the proposal submittal.

Tab 4: Proposed Services
As more fully detailed within Section 2.0, Scope of Proposal/Technical Specifications, of this document, the proposer shall, at a minimum, clearly detail within the information submitted under this tab documentation showing:

(4.1) As detailed within Section 4.1, Evaluation Factor No. 2, herein, the proposerâs DEMONSTRATED TECHNICAL CAPABILITIES AND APPROACH to performing the services outlined in Section 2.0, Scope of Work/Technical Specifications, including the availability of staff with professional qualifications and technical abilities based on the Agency review of the detailed professional resumes for persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form and any other staff that will be performing services as the result of award of this RFP.

(4.2) As detailed within Section 4.1, Evaluation Factor No. 3, herein, the RESULTS of the proposerâs PEER REVIEW and the EXTERNAL QUALITY REVIEWS that the proposer may submit (NOTE: The Agency will place emphasis on the submitted Reviews associated with HUD-related work).

(4.3) As detailed within Section 4.1, Evaluation Factor No. 4, the proposerâs DEMONSTRATED RELEVANT EXPERIENCE in performing the same or similar services, including (and very importantly) the proposerâs experience with low-income housing.

(4.4) If appropriate, how staff are retained, screened, trained and monitored.

(4.5) The proposed quality control program.

(4.6) An explanation and copies of forms that will be used and reports that will be submitted and the method of submission of such reports (i.e. written; fax; Internet; etc.).

(4.7) A complete description of the products and services the firm provides.

(4.8) Proposed Engagement Letter. The proposer shall submit hereunder a copy of his/her proposed Engagement Letter. NOTE: Be aware that the Agency will not execute an Engagement Letter in lieu of executing the Sample Contract attached hereto at Attachment G (this Sample Contract IS the contract form that the Agency and the successful proposer will eventually execute); however, the Agency does recognize that the Engagement Letter can/may contain important contract performance information that can/may be in the best interests of the Agency to include as a part of the contract. Accordingly, the Agency reserves the right to include such Engagement Letter as an appendix to the contract after potential Agency-required revisions to the proposed Engagement Letter have been completed, especially revisions to clauses that may conflict with the Agency Sample Contract form.

Tab 5: Managerial Capacity/Financial Viability/Staffing Plan
The proposer entity must submit under this tab a concise description of its managerial and financial capacity to deliver the proposed services, including brief professional resumes for the persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form. Such information shall include the proposerâs qualifications to provide the services; a description of the background and current organization of the firm (including a current organizational chart).

Tab 6: Client Information
The proposer shall submit a listing of former or current clients, including any other Public Housing Authority, for whom the proposer has performed similar or like services to those being proposed herein. The listing shall, at a minimum, include:

(6.1) The clientâs name;

(6.2) The clientâs contact name;

(6.3) The clientâs telephone number and e-mail address;

(6.4) A brief narrative description and scope of the service(s) and the dates the services were provided, including a brief narrative description of those specific services including scope; size; cost; principal elements; and special features.

Tab 7: Equal Employment Opportunity/Supplier Diversity
The bidder must submit under this tab a copy of its Equal Opportunity Employment Policy and a complete description of the positive steps it will take to ensure compliance, to the greatest extent feasible, with the regulations detailed within Section 3.6 herein pertaining to supplier diversity (e.g. small, minority-, and women-owned businesses).

Tab 8: Subcontractor/Joint Venture Information (Optional Item)
The proposer shall identify hereunder whether or not he/she intends to use any subcontractors for this job, if awarded, and/or if the proposal is a joint venture with another firm. Please remember that all information required from the proposer under the preceding tabs must also be included for any major subcontractors (10% or more) or from any joint venture.

Tab 9: Section 3 Business Preference Documentation (Optional Item)
For any proposer claiming a Section 3 Business Preference, he/she shall under this tab include the fully completed and executed Section 3 Business Preference Certification Form attached hereto as Attachment D and any documentation required by that form.

Tab 10: Other Information (Optional Item)
The proposer may include hereunder any other general information that the proposer believes is appropriate to assist the Agency in its evaluation.

Proposal Evaluation Factors

The following Factors will be utilized by the Agency to evaluate each proposal submitted.

No. 1: Proposed Cost Maximum Point Value = 30 The PROPOSED COSTS submitted by the proposer. (Objective Factor)
No. 2: Demonstrated Technical Capabilities and Approach Maximum Point Value = 20 The proposerâs DEMONSTRATED TECHNICAL CAPABILITIES and APPROACH to performing the services outlined in Section 2.0, Scope of Work/Technical Specifications, including the availability of staff with professional qualifications and technical abilities based on the Agency review of the detailed professional resumes for persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form, and any other staff that will be performing services as a result of award of this RFP. (Subjective Factor)
No. 3: Peer Review and External Quality Reviews Maximum Point Value = 10 The RESULTS of the proposerâs PEER REVIEW and EXTERNAL QUALITY REVIEWS that the proposer may submit (NOTE: The Agency will place particular emphasis on such submitted Reviews that are associated with HUD-related work). (Subjective Factor)
No. 4: Demonstrated Qualifications, Relevant Experience, and Successful Past Performance Maximum Point Value = 30 The proposerâs DEMONSTRATED QUALIFICATIONS, RELEVANT EXPERIENCE, and SUCCESSFUL PAST PERFORMANCE in performing the same or similar services, including (and very importantly) the proposerâs experience with low-income housing tax credit developments). (Subjective Factor)
No. 5: Overall Quality, Organization, and Professional Appearance Maximum Point Value = 10 The OVERALL QUALITY, ORGANIZATION, and PROFESSIONAL APPEARANCE of the PROPOSAL SUBMITTED, based upon the opinion of the evaluators. (Subjective Factor)
No. 6: Section 3 Business Preference Maximum Point Value = 15 As detailed within Attachments D and D-1, and within Section 4.1.1 of the RFP 1.0 Document, each issued and attached hereto. (Objective Factor)


Total Maximum Points = 115

Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP? Yes
Publication:	Tri-Valley Herald	Advertising Dates:	04/05/2018, 04/12/2018

Terms, Conditions and Instructions

Each firm that submits a proposal is responsible to carefully review and comply with the following and/or the attached Terms, Conditions and Instructions, and by submitting a proposal agrees to do so.

If you have any questions regarding this proposal or any of the documents attached, you may use the "Questions and Answers" area. This will save both you and the Agency time in communication along with allowing documentation of all inquiries and responses within one area for all vendors to view.

RFP Documents

Attached Documents:

	Filename	Size
	1.0 - Annual Audit Services (RFP Document).doc	344 KB
	2.0 - Attachment A (Form of Proposal).doc	84.5 KB
	3.0 - Attachment B (HUD-5369-C).pdf	81.98 KB
	4.0 - Attachment C (Profile of Firm Form).doc	77.5 KB
	5.0 - Attachment D (Section 3 Submittal Form).doc	98 KB
	5.1 - Attachment D-1 (Section 3 Explanation).doc	118.5 KB
	6.0 - Attachment E (HUD-5369-B).pdf	213.5 KB
	7.0 - Attachment F (SIPC).doc	256 KB
	8.0 - Attachment G (Sample Contract Form).doc	165.5 KB
	8.1 - Attachment G-1 (HUD-5370-C1).docx	416.28 KB
	8.2 - Attachment G-2 (Section 3 Plan - Contract).doc	145 KB
	9.0 - Attachment H (FYE2017 Audit Report).pdf	1.44 MB
	10.0 - Attachment I (Agency Profile of Properties).doc	75 KB

Addenda
Issued: 04/05/2018 - 08:36 PM UTC	- Addendum #1
Issued: 04/23/2018 - 05:11 PM UTC	- Addendum #2
Issued: 05/01/2018 - 05:59 PM UTC	- Addendum #3

Post-submittal Deadline Notices
Issued: 06/15/2018 - 10:31 PM UTC	- Post-submittal Deadline Notice #1

Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s) View Answered Questions - 2 Answered Question(s)

Pricing Items for Solicitation #: P18002 - Annual Audit Services

Pricing Item#	Qty	U/M
1	1	Each
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2018. No Alternate Specification Allowed Reason: NOT APPLICABLE.
Vendor SKU: NOT APPLICABLE for this item. No Bid: NOT ALLOWED for this item. You must bid this item. No Charge: NOT ALLOWED for this item. You must enter pricing for this item.

2	1	Each
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2019. No Alternate Specification Allowed Reason: NOT APPLICABLE.
Vendor SKU: NOT APPLICABLE for this item. No Bid: NOT ALLOWED for this item. You must bid this item. No Charge: NOT ALLOWED for this item. You must enter pricing for this item.

3	1	Each
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2020. No Alternate Specification Allowed Reason: NOT APPLICABLE.
Vendor SKU: NOT APPLICABLE for this item. No Bid: NOT ALLOWED for this item. You must bid this item. No Charge: NOT ALLOWED for this item. You must enter pricing for this item.

4	10	Hour(s)
Specification: Potential Additional Consulting (for, at the Agency’s discretion, additional related work not already identified herein, that may be required by the Agency during the ensuing contract periods). [PLEASE NOTE THE FOLLOWING DETAILED ENTRY INSTRUCTIONS FOR THIS PRICING ITEM. All proposers are strongly encourage to, prior to entering a response for this Pricing Item, review and comply with instructions detailed within Section 3.3.2.1 of the RFP 1.0 Document issued and attached hereto. Any proposer that does not do so may, and most likely will, enter the response to this Pricing Item incorrectly, which may, and probably will, have a negative affect on the proposers cost offer to the Agency and the points awarded thereto pertaining to Evaluation Factor No. 1.] No Alternate Specification Allowed Reason: NOT APPLICABLE.
Vendor SKU: NOT APPLICABLE for this item. No Bid: NOT ALLOWED for this item. You must bid this item. No Charge: NOT ALLOWED for this item. You must enter pricing for this item.

End of Solicitation # P18002 04/25/2024 04:54:02 AM UTC


Contact	Customer Support: 866-526-9266	© Copyright 2024, International eProcurement