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 Contact  Customer Support: 1-866-526-9266 © Copyright 2022, International eProcurement   
Housing Agency Marketplace - Housing Agency Marketplace
 
Customer Support: 1-866-526-9266
        

Sun. Dec 04, 2022
10:04 PM 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 #: 22-020-RFP-004
Date Posted on the System: 08/01/2022 11:00 PM
Agency: Housing Authority of the City and County of San Francisco
Main Service Category: Financial Services
Sub Service Description: Financial Consultant Services
 
Buyer Information
Buyer Name: Louis White
Buyer Phone Number: 650-356-8350
Buyer Fax Number:
Buyer E-mail: whitel@SFHA.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]?

Yes
Pre-proposal Conference Date: 08/12/2022
Pre-proposal Conference Time: 1:00 PM
Pre-proposal Conference Location:
(Address)    
via teleconference only
 
Deadlines
Q/A Cutoff Date: 08/21/2022
Q/A Cutoff Time: 09:00 PM UTC
Proposal Due Date: 08/26/2022
Proposal Due Time: 09:00 PM UTC
To change your Time Zone, click on "Company Profile" in the navigation menu to the left.
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
09/01/2022
End Date
08/31/2025
1st Estimated Contract Renewal Option:  
Start Date
09/01/2025
End Date
08/31/2026
2nd Estimated Contract Renewal Option:  
Start Date
09/01/2026
End Date
08/31/2027
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:
  Firm Fixed-price Contract [Section 10.1.C.1]
 
"Ship To" Information
A. Delivery of Purchased Items or Services
Name: Louis White
Location:
Address: 1815 Egbert Ave
City: San Francisco
State: CA
Zip Code: 94124
Phone Number: 650-356-8350
Fax Number:
E-mail: whitel@SFHA.org
 
B. Delivery of "Hard Copy" Proposal Submittal
Name: Louis White
Location:
Address: 1815 Egbert Ave
City: San Francisco
State: CA
Zip Code: 94124
Phone Number: 16503568350
Fax Number:
E-mail: RFPprocurement@sfha.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 This 3-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. 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. 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:

The proposed quality assurance program.

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.).

A complete description of the products and services the firm provides.

A copy of current unqualified peer review report resulting from the American Institute of CPAs external peer review process.

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); The strengths of assigned team members as well as their years of prior experience in the public sector audit services, particularly with public housing agencies and type of engagement.

NOTE: If the firm does not have relevant experience in public sector audit services, the proposal shall specify that the firm has identified a firm with the applicable expertise/specialty to affiliate with to assist with this engagement and provides the affiliate firm's qualifications, background and experience.

Tab 6: Client Information
The proposer shall submit a list 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 proposer must demonstrate experience in working with other agencies similar in size to that of the Authority. The proposer must demonstrate your firm's experience in jobs similar in scope and complexity as described in the solicitation within the last three years.
Provide at least three references for the most recent jobs that are similar, particularly with public sector entities.
The listing shall, at a minimum, include:

- The client's name
- The client's point of contact (POC) name and title
- The client's POC telephone number and e-mail address
- 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, the proposer shall include the fully completed and executed Section 3 Business Preference Certification Form attached hereto as Attachment D and any documentation required by that form under this tab.
Tab 10: Other Information (Optional Item)
The proposer may include hereunder any other general information that the proposer believes is appropriate to assist the Authority 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 = 20
The proposed COST of the services.
No. 2: QUALITY of the TECHNICAL APPROACH and the SERVICES PROPOSED
Maximum Point Value = 35
The proposal outlines an audit approach that is tailored based on obtaining an understanding of the Authority's activities, operating systems, personnel and special needs. The proposal showcases the firm's commitment to providing quality services by voluntarily adhering to higher standards of quality. This is evidenced by sharing their current unqualified peer review report resulting from the American Institute of CPAs external peer review process.
No. 3: DEMONSTRATED RELEVANT EXPERIENCE
Maximum Point Value = 35
DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and the proposer's DEMONSTRATED SUCCESSFUL PAST PERFORMANCE of contract work substantially similar to that required by this RFP as verified by reference checks or the information submitted within the proposal including timely completion.
No. 4: OVERALL QUALITY, ORGANIZATION, and PROFESSIONAL PRESENTATION OF THE PROPOSAL
Maximum Point Value = 10
The OVERALL QUALITY, ORGANIZATION, and PROFESSIONAL PRESENTATION OF THE PROPOSAL SUBMITTED, based upon the opinion of the evaluators.
No. 5: SECTION 3 BUSINESS PREFERENCE PARTICIPATION
Maximum Point Value = 15
SECTION 3 BUSINESS PREFERENCE
PARTICIPATION. A firm may qualify for Section 3
status as detailed within Attachments D and D-1
(NOTE: A max of 15 points awarded)
Total Maximum Points = 115  
Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP?  Yes
Publication: San Francisco Chronicle Advertising Dates:
 
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 - 22-020-RFP-004_ Finance Operations Consultant Services - FINAL.docx.pdf 1.0 - 22-020-RFP-004_ Finance Operations Consultant Services - FINAL.docx.pdf 347.37 KB
2.0 - Attachment A (Form of Proposal).doc 2.0 - Attachment A (Form of Proposal).doc 57.5 KB
3.0 Attachment B HUD-5369-C.pdf 3.0 Attachment B HUD-5369-C.pdf 958.01 KB
4.0 - Attachment C (Profile of Firm Form).doc 4.0 - Attachment C (Profile of Firm Form).doc 54.5 KB
5.0 - Attachment D (Section 3 Submittal Form).doc 5.0 - Attachment D (Section 3 Submittal Form).doc 74.5 KB
5.1 - Attachment D-1 (Section 3 Explanation).doc 5.1 - Attachment D-1 (Section 3 Explanation).doc 82 KB
6.0 Attachment E HUD-5369-B.pdf 6.0 Attachment E HUD-5369-B.pdf 371.01 KB
7.0 - Attachment F (SIPC).doc 7.0 - Attachment F (SIPC).doc 209 KB
8.0 - Attachment G (Sample Contract Form).doc 8.0 - Attachment G (Sample Contract Form).doc 179 KB
8.1 Attachment G-1 HUD-5370-C.pdf 8.1 Attachment G-1 HUD-5370-C.pdf 159.1 KB
8.2 Attachment G-2 50071.pdf 8.2 Attachment G-2 50071.pdf 495.9 KB
8.3 Attachment G-3 SF-LLL.pdf 8.3 Attachment G-3 SF-LLL.pdf 100.93 KB
8.4 - Attachment G-4 (Section 3 Plan - Contract).doc 8.4 - Attachment G-4 (Section 3 Plan - Contract).doc 125 KB
 
Addenda
Issued: 08/02/2022 - 07:01 PM UTC - Addendum #1 - UPDATE PROPOSAL FORMAT
Issued: 08/10/2022 - 10:38 PM UTC - Pre-Proposal Conference - 22-020-RFP-004 Finance Operations Consultant Services
 
Questions and Answers
View Unanswered Questions - 1 Unanswered Questions(s)

View Answered Questions - 0 Answered Question(s)


Pricing Items for Solicitation #: 22-020-RFP-004 - Financial Consultant Services
Pricing Item# Agency Stock Code Qty U/M
  Dollar(s) 
Specification: Pricing may reflect an hourly rate and a total number of hours.

The proposed fees are all-inclusive of all related costs to the services; including, but not limited to: employee wages and benefits; clerical support; overhead; profit, licensing; insurance; materials including but not limited to: supplies, postage, equipment, long distance telephone calls, document copying and supplies., or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
End of Solicitation # 22-020-RFP-004 12/04/2022 10:04:31 PM UTC


 
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