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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
10:29 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 #: P22003
Date Posted on the System: 09/20/2022 06:37 PM
Agency: Geauga Metropolitan Housing Authority
Main Service Category: Legal Services
Sub Service Description: Legal Services
 
Buyer Information
Buyer Name: Carrie Carlson
Buyer Phone Number: 440-286-7413
Buyer Fax Number: 440-286-7496
Buyer E-mail: ccarlson@geaugamha.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: 10/18/2022
Q/A Cutoff Time: 07:00 PM UTC
Proposal Due Date: 11/01/2022
Proposal Due Time: 08:00 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
12/05/2022
End Date
12/04/2023
1st Estimated Contract Renewal Option:  
Start Date
12/05/2023
End Date
12/04/2024
2nd Estimated Contract Renewal Option:  
Start Date
12/05/2024
End Date
12/04/2025
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: Carrie J Carlson
Location: Geauga Metropolitan Housing Authority
Address: 385 Center St. - Office, Chardon, OH 44024
City: Chardon
State: OH
Zip Code: 44024
Phone Number: 440-286-7413
Fax Number: 440-286-7496
E-mail: ccarlson@geaugamha.org
 
B. Delivery of "Hard Copy" Proposal Submittal
Name: Carrie J Carlson
Location: Geauga Metropolitan Housing Authority
Address: 385 Center St. - Office
City: Chardon
State: OH
Zip Code: 44024
Phone Number: 440-286-7413
Fax Number: 440-286-7496
E-mail: ccarlson@geaugamha.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:

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

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

3.1.4.3 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.

3.1.4.4 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.

3.1.4.5 If appropriate, how staff are retained and monitored.

3.1.4.6 The proposed quality assurance program.

3.1.4.7 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.).

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

3.1.4.9 Proposed Engagement Letter. A copy of the proposer's proposed engagement letter. Please note that the Agency WILL NOT accept this engagement letter as the eventual contract but will consider including the proposed engagement letter as an appendix to the eventual contract that is executed. The Agency retains the right to (and most likely will) require certain revisions to the engagement letter, especially of proposed terms that either, in the Agency's opinion, conflict with the terms listed within the Sample Contract Form provided (please see Attachment G, attached hereto) or to terms that the Agency feels are not in its best interests.

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:

3.1.6.1 The client's name;

3.1.6.2 The client's contact name;

3.1.6.3 The client's telephone number and e-mail address;

3.1.6.4 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.

3.1.11 Optional Tabs. If no information is to be placed under any of the above noted tabs (especially the "Optional" tabs), please place there under a statement such as "NO INFORMATION IS BEING PLACED UNDER THIS TAB" or "THIS TAB LEFT INTENTIONALLY BLANK." DO NOT eliminate any of the tabs.

3.1.12 Proposal Submittal Binding Method. It is preferable and recommended that the proposer bind the proposal submittals in such a manner that the Agency can, if needed, remove the binding (i.e. "spiral-type" etc.) or remove the pages from the cover (i.e. 3-ring binder; etc.) to make copies, then conveniently return the proposal submittal to its original condition.

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:
Maximum Point Value = 10
The proposer's DEMONSTRATED UNDERSTANDING of the AGENCY'S REQUIREMENT.
No. 3:
Maximum Point Value = 10
The QUALITY of the TECHNICAL APPROACH and the SERVICES PROPOSED.
No. 4:
Maximum Point Value = 20
The proposer's TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the ability to provide the services detailed herein).
No. 5:
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.
No. 6:
Maximum Point Value = 10
The OVERALL QUALITY, ORGANIZATION, and PROFESSIONAL APPEARANCE OF THE PROPOSAL SUBMITTED, based upon the opinion of the evaluators
No. 7:
Maximum Point Value = 0
No. 8:
Maximum Point Value = 0
No. 9:
Maximum Point Value = 0
Total Maximum Points = 100  
Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP?  No
 
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 - Legal Services (RFP Document).doc 1.0 - Legal Services (RFP Document).doc 382 KB
2.0 - Attachment A (Form of Proposal).doc 2.0 - Attachment A (Form of Proposal).doc 49.5 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 53 KB
5.0 - Attachment D (Section 3 Submittal Form).doc 5.0 - Attachment D (Section 3 Submittal Form).doc 74 KB
5.1 - Attachment D-1 (Section3Explanation).doc 5.1 - Attachment D-1 (Section3Explanation).doc 83 KB
6.0 - Attachment E (HUD-5369-B).pdf 6.0 - Attachment E (HUD-5369-B).pdf 213.51 KB
7.0 - Attachment F (SIPC).doc 7.0 - Attachment F (SIPC).doc 184.5 KB
8.0 - Attachment G (Sample Contract Form).doc 8.0 - Attachment G (Sample Contract Form).doc 150.5 KB
8.1 - Attachment G-1 (HUD-5370-C1).pdf 8.1 - Attachment G-1 (HUD-5370-C1).pdf 77.05 KB
8.2 - Attachment G-2 (HUD-50071).pdf 8.2 - Attachment G-2 (HUD-50071).pdf 28.75 KB
8.3 - Attachment G-2 (Section 3 Plan Contract).doc 8.3 - Attachment G-2 (Section 3 Plan Contract).doc 118.5 KB
8.4 - Attachment G-3 (SF-LLL).pdf 8.4 - Attachment G-3 (SF-LLL).pdf 43.6 KB
9.0- Attachment H (Agency Profile Of Properties).doc 9.0- Attachment H (Agency Profile Of Properties).doc 39.5 KB
 
Addenda
Issued: 10/05/2022 - 06:44 PM UTC - Addendum #1
Issued: 10/05/2022 - 06:48 PM UTC - Addendum #2
 
Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s)

View Answered Questions - 0 Answered Question(s)


Pricing Items for Solicitation #: P22003 - Legal Services
Pricing Item# Agency Stock Code Qty U/M
  50  Hour(s) 
Specification: Partner (per hour), including clerical
No Alternate Specification Allowed
Reason:
Must be exact $/hour
 
Vendor SKU: NOT REQUIRED 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.

 
  Hour(s) 
Specification: Associate (per hour), including clerical
No Alternate Specification Allowed
Reason:
Must be exact $/hour
 
Vendor SKU: NOT REQUIRED 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.

 
  Hour(s) 
Specification: Paralegal (per hour), including clerical
No Alternate Specification Allowed
Reason:
Must be exact $/hour
 
Vendor SKU: NOT REQUIRED 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 # P22003 12/04/2022 10:29:54 PM UTC


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