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Thu. Mar 28, 2024
09:01 PM UTC
     
 

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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
        

Thu. Mar 28, 2024
09:01 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 #: PS-004-23
Date Posted on the System: 05/30/2023 04:02 PM
Agency: Jacksonville Housing Authority
Main Service Category: Banking and Investment Services
Sub Service Description: Banking Services
 
Buyer Information
Buyer Name: Colene Orsini
Buyer Phone Number: 904-366-6078
Buyer Fax Number: 904-766-4418
Buyer E-mail: corsini@JAXHA.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: 06/12/2023
Pre-proposal Conference Time: 2:00 PM
Pre-proposal Conference Location:
(Address and/or Videoconference Link)
via MicroSoft Teams - please email corsini@jaxha.org for a meeting invite

Pre-proposal Conference #2  
Pre-proposal Conference Date: 06/13/2023
Pre-proposal Conference Time: 2:00 pm
Pre-proposal Conference Location:
(Address and/or Videoconference Link)
Due to unforeseen circumstances, it is necessary for us to reschedule the meetingI apologize for any inconvenience this may cause and I appreciate your understanding.
 
Deadlines
Q/A Cutoff Date: 06/26/2023
Q/A Cutoff Time: 04:00 PM UTC
Proposal Due Date: 07/31/2023
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.
Approximate Delivery Date / Start Date: 09/01/2023
Economic Price Adjustment: Do you wish to include an Economic Price Adjustment Option as a part of Solicitation  [Section 10.1.C.1.b]?
No
 
Contract (Award) Types:
  Firm Fixed-price Contract [Section 10.1.C.1]
 
"Ship To" Information
A. Delivery of Purchased Items or Services
Name: Colene Orsini
Location: Procurement Department
Address: 1300 Broad Street N
City: Jacksonville
State: FL
Zip Code: 32202-3938
Phone Number: 904-366-6078
Fax Number: 904-766-4418
E-mail: corsini@jaxha.org
 
B. Delivery of "Hard Copy" Proposal Submittal
Name: Colene Orsini
Location: Procurement Department
Address: 1300 Broad Street N
City: Jacksonville
State: FL
Zip Code: 32202-3938
Phone Number: 904-366-6078
Fax Number: 904-766-4418
E-mail: corsini@jaxha.org
 
Proposal Format
Four (4) copies of the proposal submittal (one original signature + 3 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
Please include your completed Form of Proposal, Non-Collusive Affidavit, and any issued addendums in this section
Tab 2: HUD Forms
HUD form HUD-5369-C (8/93), Certifications and Representations of Offerors, Non-Construction Contract. This 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
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
Please refer to Section 4.0 Evaluation Factors. Your response to these factors are required in this section.
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.
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 3.5 herein pertaining to supplier diversity (i.e., 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: 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.
Tab 10: Attachment H, Proposed Earning Credit Rate
One copy of this form shall be completed by each proposer and submitted unfolded in a sealed envelope clearly labeled "Attachment H, Proposed Earnings Credit Rate Form," with the proposers identifying information within the "return address" area of the envelope. This sealed envelope shall be placed within or attached to the inside front cover of the original signature proposal copy submitted. Please note that if a proposer does not complete and submit this Form as detailed herein, such shall not automatically cause that firm's proposal to be rejected—at the Agency's discretion the Agency may still consider that proposal; however, the Agency will consider the offer to be a "0" which may (and probably will) have a corresponding negative impact on the points awarded to that proposer pertaining to Evaluation Factor No. 1 and, based on the subjective opinion of the evaluation committee members, may have a negative corresponding effect on the points awarded pursuant to the Subjective Factors.
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 to charge the Agency, including, as further detailed within Attachment H attached hereto, the Proposed Earnings Credit Rate for all investment balances.
No. 2:
Maximum Point Value = 15
The proposer's DEMONSTRATED UNDERSTANDING of the AGENCY'S REQUIREMENT.
No. 3:
Maximum Point Value = 15
The QUALITY of the TECHNICAL APPROACH and the SERVICES PROPOSED.
No. 4:
Maximum Point Value = 15
The proposer's DEMONSTRATED TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the ability to provide the services detailed herein).
No. 5:
Maximum Point Value = 20
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 other means. (NOTE: The Agency will place particular emphasis on the proposer's above described EXPERIENCE and PAST PERFORMANCE with Public Housing- and HUD-related work).
No. 6:
Maximum Point Value = 5
The OVERALL QUALITY, ORGANIZATION, and PROFESSIONAL APPEARANCE of the PROPOSAL SUBMITTED, based upon the opinion of the evaluators.
Total Maximum Points = 100  
Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP?  Yes
Publication: Daily Record Advertising Dates: June 1, 2023
Publication: Daily Record Advertising Dates: June 8, 2023
 
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
RFP PS-004-23 Banking Services.pdf RFP PS-004-23 Banking Services.pdf 406.39 KB
Attachment A - Form of  Proposal.pdf Attachment A - Form of Proposal.pdf 143.72 KB
Attachment A1 - Non Collusive Affidavit.pdf Attachment A1 - Non Collusive Affidavit.pdf 14.54 KB
Attachment B - HUD 5369-C Certifications and Representations of Offerors - Non Construction.pdf Attachment B - HUD 5369-C Certifications and Representations of Offerors - Non Construction.pdf 186.39 KB
Attachment C - Profile of Firm Form.pdf Attachment C - Profile of Firm Form.pdf 378.67 KB
Attachment D - Section 3 Explanation.pdf Attachment D - Section 3 Explanation.pdf 84.75 KB
Attachment E - HUD 5369-B Instructions to Offerors Non-Construction.pdf Attachment E - HUD 5369-B Instructions to Offerors Non-Construction.pdf 213.58 KB
Attachment F - Supplemental Instructions (SIPC).pdf Attachment F - Supplemental Instructions (SIPC).pdf 309.32 KB
Attachment G - Sample Contract Form.pdf Attachment G - Sample Contract Form.pdf 404.48 KB
Attachment G1 - HUD 5370-C Section 1 General Conditions for Non-Construction Contracts.pdf Attachment G1 - HUD 5370-C Section 1 General Conditions for Non-Construction Contracts.pdf 222.92 KB
Attachment G2 - HUD-51999 General Depository Agreement.pdf Attachment G2 - HUD-51999 General Depository Agreement.pdf 55.71 KB
Attachment G3 - HUD 50071 Certificate of Payments.pdf Attachment G3 - HUD 50071 Certificate of Payments.pdf 266.47 KB
Attachment G4 - SF-LLL Disclosure of Lobbying Activities.pdf Attachment G4 - SF-LLL Disclosure of Lobbying Activities.pdf 33.96 KB
Attachment G5 - Florida E-Verify Affidavit.pdf Attachment G5 - Florida E-Verify Affidavit.pdf 11.51 KB
Attachment H - Proposed Earnings Credit Rate.pdf Attachment H - Proposed Earnings Credit Rate.pdf 70.26 KB
Attachment I - Agency Profile of Properties.pdf Attachment I - Agency Profile of Properties.pdf 72.56 KB
 
Addenda
Issued: 06/30/2023 - 04:31 PM UTC - Addendum #1 - Date Changes
Issued: 07/10/2023 - 04:19 PM UTC - Addendum #2 - Date Change & Documents
Issued: 07/14/2023 - 04:53 PM UTC - Addendum #3 - Questions Answered
 
Award Notices
Issued: 10/04/2023 - 06:44 PM UTC - Click to view the Award Notice
 
Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s)

View Answered Questions - 2 Answered Question(s)


Pricing Items for Solicitation #: PS-004-23 - Banking Services
Pricing Item# Agency Stock Code Qty U/M
 
Lot # 1
  552  Month(s) 
Specification: Account Maintenance - 46 Accounts, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 2
  36  Each 
Specification: DDA Paper Statement Fee, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 3
  36  Each 
Specification: Digital Express Deposit Correction, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 4
  12  Each 
Specification: ACH Maintenance Direct, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 5
  612  Each 
Specification: ACH Originated Items, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 6
  1368  Each 
Specification: ACH Received Credits, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 7
  156  Each 
Specification: ACH Received Debits, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 8
  180  Each 
Specification: ACH Returns Per Item, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 9
  144  Each 
Specification: ACH File Transmission, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 10
10    216  Each 
Specification: ACH Filter, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 11
11    84  Each 
Specification: ACH Positive Pay Accounts, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 12
12    444  Each 
Specification: ACH Notice Of Change, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 13
13    432  Each 
Specification: Bank Assisted Noc Correct Surcharge, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 14
14    2064  Each 
Specification: Deposits Processed, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 15
15    25584  Each 
Specification: Checks Deposited, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 16
16    24972  Each 
Specification: Branch Cash Processing, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 17
17    21264  Each 
Specification: Remote Capture Checks Deposited, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 18
18    12  Each 
Specification: Digital Express Monthly Maint, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 19
19    36  Each 
Specification: Digital Express - Addtl Scanner, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 20
20    15276  Each 
Specification: Checks Paid, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 21
21    24  Each 
Specification: Returned Checks Final Pres, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 22
22    36  Each 
Specification: Positive Pay Maint, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 23
23    108  Each 
Specification: Positive Pay Return Item, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 24
24    84  Each 
Specification: Stale Dating Monthly Maintenance, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 25
25    84  Each 
Specification: Payee POS Pay Monthly Maintenance, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 26
26    84  Each 
Specification: ARP-Full Recon W/POS Pay Maint., or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 27
27    15384  Each 
Specification: ARP Paid Items, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 28
28    120  Each 
Specification: ARP-Issue File Transmission, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 29
29    360  Each 
Specification: ARP-Issue File Transmission, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 30
30    36  Each 
Specification: ARP-Pd/Dep Item Output File, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 31
31    48  Each 
Specification: ARP-Optional Reports, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 32
32    12  Each 
Specification: ETRS-Base Pkg Maint - Gold, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 33
33    20028  Each 
Specification: ETRS-Transaction Record, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 34
34    552  Month(s) 
Specification: ETRS-Online Accounts, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 35
35    12  Each 
Specification: ETRS-ACH Module Maintenance, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 36
36    66444  Each 
Specification: ETRS-ACH Initiated, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 37
37    12  Each 
Specification: ETRS-Extended Image Search, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 38
38    144  Each 
Specification: ETRS-Online Security, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 39
39    72  Each 
Specification: ETRS-Stop Payments, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 40
40    60  Each 
Specification: ETRS-Book Transfer, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 41
41    12  Each 
Specification: ETRS-Wire Transfer Module, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 42
42    84  Each 
Specification: ETRS-Wire Out Domestic, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 43
43    648  Each 
Specification: ETRS-Issue / Cancel Transactions, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 44
44    276  Each 
Specification: ETRS-Customer Maint Wire Templates, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 45
45    480  Each 
Specification: ETRS-ACH Batch Initiated, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
Lot # 46
46    72  Each 
Specification: EFT_Wire Notification Paper, or equal. 
Vendor SKU: NOT REQUIRED for this item.
No Bid: ALLOWED for this item.
No Charge: ALLOWED for this item.

 
 
End of Solicitation # PS-004-23 03/28/2024 09:01:11 PM UTC


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