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© Copyright 2024, International eProcurement
Housing Agency Marketplace - Housing Agency Marketplace
Customer Support: 866-526-9266
Mon. Apr 29, 2024
04:27 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 #:
03152024
Date Posted on the System:
03/15/2024 06:39 PM
Agency:
Housing Authority of Savannah
Main Service Category:
Consulting Services - Finance
Sub Service Description:
Financial Audit Services
Buyer Information
Buyer Name:
Carl M. Edwards, Procurement Manager
Buyer Phone Number:
912-235-5800 x115
Buyer Fax Number:
Buyer E-mail:
cedwards@savannahpha.com
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:
04/01/2024
Q/A Cutoff Time:
09:00 PM UTC
Proposal Due Date:
04/12/2024
Proposal Due Time:
07:00 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.
Approximate Delivery Date / Start Date:
07/01/2024
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:
Carl M. Edwards, Procurement Manager
Location:
Housing Authority of Savannah
Address:
1407 Wheaton Street
City:
Savannah
State:
GA
Zip Code:
31404
Phone Number:
9122355800
Fax Number:
E-mail:
cedwards@savannahpha.com
B. Delivery of "Hard Copy" Proposal Submittal
Name:
Carl M. Edwards, Procurement Manager
Location:
Housing Authority of Savannah
Address:
1407 Wheaton Street
City:
Savannah
State:
GA
Zip Code:
31404
Phone Number:
9122355800
Fax Number:
E-mail:
cedwards@savannahpha.com
Proposal Format
One (1) electronic copy and five (5) copies of the proposal submittal (one original signature + 4 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 1-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 7.0 herein, including, but not limited to (NOTE: Though proposers are free to submit as much information as they wish under this tab to satisfy the following detailed requirements, the Agency anticipates that the documentation under this tab will not exceed 4-8 pages, at most:
a. As detailed within Section 7.3, Evaluation Factor No. 2, herein, the proposer's DEMONSTRATED UNDERSTANDING of the AGENCY'S REQUIREMENTS
b. As detailed within Section 7.3, Evaluation Factor No. 3, herein, the APPROPRIATENESS of the TECHNICAL APPROACH and the QUALITY of the SERVICES PROPOSED.
c. As detailed within Section 7.3, Evaluation Factor No. 4, herein, the proposer's TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the ability to provide the services detailed herein).
d. As detailed within Section 7.3, Evaluation Factor No. 5, herein, the proposer's DEMONSTRATED 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 importance on Experience and Past Performance with other Housing Agencies or in HUD- or housing-related work.
- Indicate how staff are retained, screened and trained.
- An explanation and copies of forms that will be used and
reports (including billing statements) 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 firms
provide.
Tab 5: Managerial Capacity/Financial Viability.
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). NOTE: A copy of the most recent independently prepared financial statements and/or tax return may be requested for any awarded proposer.
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:
a. The client's name;
b. The client's contact name;
c. The client's telephone number;
d. The client's email address;
e. 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 6.5. 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 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. NOTE: The Agency will not entertain separate
pricing from any subcontractors. Billing will only be received from the prime Consultant.
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 COST of the services.
No. 2: Demonstrated Understanding
Maximum Point Value = 10
The proposer's DEMONSTRATED UNDERSTANDING of
the AGENCY'S REQUIREMENT.
No. 3: Technical Approach
Maximum Point Value = 10
The APPROPRIATENESS of the TECHNICAL APPROACH and the QUALITY of the SERVICES PROPOSED.
No. 4: Technical Capabilities
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: Demonstrated Experience
Maximum Point Value = 25
The proposer's DEMONSTRATED 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 HUD agencies and projects.
No. 6: Overall Quality
Maximum Point Value = 5
The OVERALL QUALITY and PROFESSIONAL APPEARANCE OF THE PROPOSAL SUBMITTED, based upon the opinion of the evaluators.
No. 7: Section 3 Business Preference
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 up to 15 points awarded).
Total Maximum Points = 115
Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP?
Yes
Publication:
PHADA
Advertising Dates:
03/15/2024
Publication:
HAS Website
Advertising Dates:
03/15/2024
Publication:
Savannah Now
Advertising Dates:
03/17/2024-03/24/2024
Publication:
Savannah Tribune
Advertising Dates:
03/20/2024-03/27/2024
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 RFP No. 03152024 Financial Audit Services.pdf
882.9 KB
2.0 - Attachment A (Form of Proposal).pdf
687.17 KB
3.0 - Attachment B (HUD-5369-C).pdf
186.35 KB
4.0 - Attachment C (Profile of Firm).pdf
460.11 KB
5.0 - Attachment D (Section 3 Submittal Form).pdf
347.9 KB
5.1 - Attachment D-1 (Section 3 Explanation).pdf
705.18 KB
6.0 - Attachment E (HUD 5369-B).pdf
210.3 KB
7.0 - Attachment F (SIPC).pdf
952.85 KB
8.0 - Attachment G (Sample Contract Forms).pdf
614.33 KB
8.1 - Attachment G-1 (HUD 5370-C1).pdf
150.19 KB
8.2 - Attachment G-2 (HUD-92010).pdf
53.5 KB
8.3 - Attachment G-3 (Section 3 Plan).pdf
540.34 KB
8.4- Attachment G-4 (HUD-50071).pdf
28.86 KB
8.5 Attachment G-5 (Georgia E-Verify).pdf
26.26 KB
8.6 - Attachment G-6 (Disclosure of Lobbying Activities).pdf
28.36 KB
9.0 - Attachment H (Sample Task Order Form).pdf
126.46 KB
10.0-Attachment I (Definitions).pdf
149.12 KB
Addenda
Issued: 04/04/2024 - 01:38 PM UTC
-
Addendum No. 1
Questions and Answers
View Unanswered Questions
-
5 Unanswered Questions(s)
View Answered Questions
- 0 Answered Question(s)
Pricing Items for Solicitation #: 03152024 - Financial Audit Services
Pricing Item#
Agency Stock Code
Qty
U/M
1
1
Dollar(s)
Specification:
Firm-Fixed Fee to complete all items detailed in the scope of work pertaining to the annual financial audit.
No Alternate Specification Allowed
Reason:
N/A
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.
2
5
Hour(s)
Specification:
Additional Services -Principal/Partner
No Alternate Specification Allowed
Reason:
N/A
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.
3
10
Hour(s)
Specification:
Additional Services - Manager
No Alternate Specification Allowed
Reason:
N/A
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.
4
10
Hour(s)
Specification:
Additional Services - Senior Staff
No Alternate Specification Allowed
Reason:
N/A
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.
5
10
Hour(s)
Specification:
Additional Services - Junior Staff
No Alternate Specification Allowed
Reason:
N/A
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.
6
5
Hour(s)
Specification:
Additional Services - Support Staff
No Alternate Specification Allowed
Reason:
N/A
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 # 03152024 04/29/2024 04:27:22 PM UTC
Contact
Customer Support: 866-526-9266
© Copyright 2024, International eProcurement
