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© 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 proposerâs 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 proposerâs DEMONSTRATED UNDERSTANDING of the AGENCYâS 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 proposerâs 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 proposerâs DEMONSTRATED EXPERIENCE in performing similar work and the proposerâs 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 proposerâs 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 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 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 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/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 proposerâs DEMONSTRATED UNDERSTANDING of the AGENCYâS 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 proposerâs 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 proposerâs DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and the proposerâs 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 proposerâs 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
386.5 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
78 KB
5.0 - Attachment D (Section 3 Submittal Form).doc
98 KB
5.1 - Attachment D-1 (Section 3 Explanation).doc
119 KB
6.0 - Attachment E (HUD-5369-B).pdf
213.5 KB
7.0 - Attachment F (SIPC).doc
257.5 KB
8.0 - Attachment G (Sample Contract Form).doc
167 KB
8.1 - Attachment G-1 (HUD-5370-C1).pdf
77.04 KB
8.2 - Attachment G-2 (HUD-50071).pdf
28.75 KB
8.3 - Attachment G-3 (SF-LLL).pdf
43.6 KB
8.4 - Attachment G-4 (Section 3 Plan - Contract).doc
145.5 KB
8.5 - Attachment G-5 (FL287.133(3)(A) Form).doc
57.5 KB
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
1
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