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

Fri. Mar 29, 2024
07:46 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 #: P18003
Date Posted on the System: 08/08/2018 08:33 PM
Agency: Tallahassee Housing Authority
Main Service Category: Professional Housing Services
Sub Service Description: Financial Advisory Services (Development)
 
Buyer Information
Buyer Name: Tawana Thompson
Buyer Phone Number: 850-385-6126 x313
Buyer Fax Number:
Buyer E-mail: tawana@tallha.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: 09/24/2018
Q/A Cutoff Time: 07:00 PM UTC
Proposal Due Date: 10/03/2018
Proposal Due Time: 07:00 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
11/01/2018
End Date
10/31/2019
1st Estimated Contract Renewal Option:  
Start Date
11/01/2019
End Date
10/31/2020
2nd Estimated Contract Renewal Option:  
Start Date
11/01/2020
End Date
10/31/2021
3rd Estimated Contract Renewal Option:  
Start Date
11/01/2021
End Date
10/31/2022
4th Estimated Contract Renewal Option:  
Start Date
11/01/2022
End Date
10/31/2023
Economic Price Adjustment: Do you wish to include an Economic Price Adjustment Option as a part of Solicitation  [Section 10.1.C.1.b]?
Yes

As detailed within Section 3.3.3 of the RFP 1.0 Document issued and attached hereto.
 
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: Tawana Thompson
Location:
Address: 2940 Grady Road
City: Tallahassee
State: FL
Zip Code: 32312
Phone Number: 850-385-6126 x313
Fax Number:
E-mail: tawana@tallha.org
 
B. Delivery of "Hard Copy" Proposal Submittal
Name: Tawana Thompson
Location:
Address: 2940 Grady Road
City: Tallahassee
State: FL
Zip Code: 32312
Phone Number: 850-385-6126 x313
Fax Number:
E-mail: tawana@tallha.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 2-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
The proposer shall place under this tab documentation further explaining the proposer’s services and showing how the proposer intends to fulfill the requirements of the preceding Section 2.0 herein, including, but not limited to:

(4.1) As detailed within Section 4.1, Evaluation Factor No. 2, herein, the proposer’s DEMONSTRATED UNDERSTANDING of the AGENCY’S REQUIREMENTS.

(4.2) As detailed within Section 4.1, Evaluation Factor No. 3, herein, the QUALITY of the TECHNICAL APPROACH and the SERVICES PROPOSED.

(4.3) As detailed within Section 4.1, Evaluation Factor No. 4, herein, the proposer’s TECHNICAL CAPABILITIES (describe the anticipated legal issues and how your firm can participate in helping Agency achieve its goals) and the MANAGEMENT PLAN.

(4.4) As detailed within Section 4.1, Evaluation Factor No. 5, herein, the proposer’s DEMONSTRATED EXPERIENCE in performing similar work and the proposer’s DEMONSTRATED SUCCESSFUL PAST PERFORMANCE of contract work substantially similar to that required by this solicitation as verified by reference checks or the information submitted within the proposal. NOTE: The Agency will place particular emphasis on the proposer’s above described EXPERIENCE and PAST PERFORMANCE with related-work with public housing agencies.

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

(4.6) The proposed quality assurance program.

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

(4.8) A complete description of the products and services the firm provides.
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 proposer’s 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 Public Housing Authorities, 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 client’s name;

(6.2) The client’s contact name;

(6.3) The client’s telephone number and e-mail address;

(6.4) A brief narrative description and scope of the service(s) and the dates the services were/are provided.
Tab 7: Equal Employment Opportunity/Supplier Diversity
The proposer 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 the following 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 proceeding 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 Understanding
Maximum Point Value = 10
The proposer’s DEMONSTRATED UNDERSTANDING of the AGENCY’S REQUIREMENT. (Subjective Factor)
No. 3: Technical Approach and Services Proposed
Maximum Point Value = 10
The QUALITY of the TECHNICAL APPROACH and the SERVICES PROPOSED. (Subjective Factor)
No. 4: Technical Capabilities and the Management Plan
Maximum Point Value = 10
The proposer’s TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the ability to provide the services detailed herein). (Subjective Factor)
No. 5: Demonstrated Relevant Experience and Successful Past Performance
Maximum Point Value = 30
The proposer’s DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and the proposer’s DEMONSTRATED SUCCESSFUL PAST PERFORMANCE (including meeting costs, schedules, and performance requirements) of contract work substantially similar to that required by this solicitation as verified by reference checks or the information submitted within the proposal. NOTE: The Agency will place particular emphasis on the proposer’s above described EXPERIENCE and PAST PERFORMANCE with public housing agencies. (Subjective Factor)
No. 6: 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. 7: 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: FAHRO Advertising Dates: 8/10/2018
Publication: Tallahassee Democrat Advertising Dates: 8/10/2018
 
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 - Financial Advisory Services (RFP Document).doc 1.0 - Financial Advisory Services (RFP Document).doc 386.5 KB
2.0 - Attachment A (Form of Proposal).doc 2.0 - Attachment A (Form of Proposal).doc 84.5 KB
3.0 - Attachment B (HUD-5369-C).pdf 3.0 - Attachment B (HUD-5369-C).pdf 81.98 KB
4.0 - Attachment C (Profile of Firm Form).doc 4.0 - Attachment C (Profile of Firm Form).doc 78 KB
5.0 - Attachment D (Section 3 Submittal Form).doc 5.0 - Attachment D (Section 3 Submittal Form).doc 98 KB
5.1 - Attachment D-1 (Section 3 Explanation).doc 5.1 - Attachment D-1 (Section 3 Explanation).doc 119 KB
6.0 - Attachment E (HUD-5369-B).pdf 6.0 - Attachment E (HUD-5369-B).pdf 213.5 KB
7.0 - Attachment F (SIPC).doc 7.0 - Attachment F (SIPC).doc 257.5 KB
8.0 - Attachment G (Sample Contract Form).doc 8.0 - Attachment G (Sample Contract Form).doc 167 KB
8.1 - Attachment G-1 (HUD-5370-C1).pdf 8.1 - Attachment G-1 (HUD-5370-C1).pdf 77.04 KB
8.2 - Attachment G-2 (HUD-50071).pdf 8.2 - Attachment G-2 (HUD-50071).pdf 28.75 KB
8.3 - Attachment G-3 (SF-LLL).pdf 8.3 - Attachment G-3 (SF-LLL).pdf 43.6 KB
8.4 - Attachment G-4 (Section 3 Plan - Contract).doc 8.4 - Attachment G-4 (Section 3 Plan - Contract).doc 145.5 KB
8.5 - Attachment G-5 (FL287.133(3)(A) Form).doc 8.5 - Attachment G-5 (FL287.133(3)(A) Form).doc 57.5 KB
9.0 - Attachment H (Agency Profile of Properties).docx 9.0 - Attachment H (Agency Profile of Properties).docx 49.61 KB
 
Addenda
Issued: 09/19/2018 - 03:25 AM UTC - Addendum #1
 
Post-submittal Deadline Notices
Issued: 11/27/2018 - 07:52 PM UTC - Post-submittal Deadline Notice #1
 
Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s)

View Answered Questions - 0 Answered Question(s)


Pricing Items for Solicitation #: P18003 - Financial Advisory Services (Development)
Pricing Item# Agency Stock Code Qty U/M
  200  Hour(s) 
Specification: Consultant (Per Hour), including clerical support.
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 # P18003 03/29/2024 07:46:26 AM UTC


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