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© Copyright 2024, International eProcurement
Housing Agency Marketplace - Housing Agency Marketplace
Customer Support: 866-526-9266
Fri. May 10, 2024
04:13 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 #:
RFP No. P23002
Date Posted on the System:
03/13/2024 12:00 PM
Agency:
Housing Authority of the City of Danbury
Main Service Category:
Accounting and Auditing Services
Sub Service Description:
FEE ACCOUNTANT
Buyer Information
Buyer Name:
Lisa Gilchrist
Buyer Phone Number:
Buyer Fax Number:
Buyer E-mail:
lgilchrist@hacdct.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:
03/21/2024
Q/A Cutoff Time:
06:00 PM UTC
Proposal Due Date:
04/02/2024
Proposal Due Time:
02:30 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:
05/01/2024
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:
Gilchrist
Location:
Address:
2 MILL RIDGE ROAD
City:
DANBURY
State:
CT
Zip Code:
06811
Phone Number:
2037442500
Fax Number:
203-797-1864
E-mail:
lgilchrist@hacdct.org
B. Delivery of "Hard Copy" Proposal Submittal
Name:
Gilchrist
Location:
Address:
2 MILL RIDGE ROAD
City:
DANBURY
State:
CT
Zip Code:
06811
Phone Number:
2037442500
Fax Number:
203-797-1864
E-mail:
lgilchrist@hacdct.org
Proposal Format
Five (5) copies of the proposal submittal and (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: Past Performance/Experience
List previous experience with public housing, mixed financed accounting, experiences with governmental interaction and experience listed under Section V. Scope of Services. Identify any knowledge and experience your firm has with public housing software.
Tab 2: Management Plan/Approach
Proposer must demonstrate knowledge of HUD accounting regulations and requirements, GAAP accounting practices as well as applicable Federal, State, and Local laws.
Proposer must also describe the firm's requirements for continuing professional education, including CPE directly related to government accounting to establish how the firm keeps abreast of changing laws and regulations that impact the affordable housing industry in general and Housing Authorities in particular.
Tab 3: Price Proposal/Worksheet
This form is attached hereto as Attachment A to this RFP document and shall be fully completed and executed where provided thereon.
The Proposer shall set forth its proposed fees and enumerate all related costs to provide the services including, but not limited to: employee wages and benefits; clerical support; overhead; profit; licensing; insurance; materials; supplies; tools; equipment; long distance telephone calls; document copying, etc. The proposed fees and costs shall remain fixed for the term of the contract. Please note; costs for travel will not be reimbursed. Additionally, there shall be no sales or use tax charged.
Tab 4: Client References
The proposer shall set forth a list of three (3) current Housing Authority clients, for whom the proposer has performed similar or like services to those being proposed herein. A description of the work performed shall be included and contact information including the name, address, telephone number and e-mail address shall be provided.
Tab 5: HUD Required Forms
These forms attached hereto as Attachment B to this RFP document and shall be fully completed and executed where provided thereon.
Form HUD-5369-B, Instructions to Offerors Non-Construction
Form HUD-5370-C I &II, General Conditions for Non-Construction Contracts
Tab 6: Section 3 Compliance Form
This form is attached hereto as Attachment C to this RFP document and shall be fully completed and executed where provided thereon.
Tab 7: Equal Employment Opportunity
The proposer must submit a copy of its Equal Opportunity Employment Policy.
Tab 8: Profile of Firm
This form is attached hereto as Attachment D to this RFP document and shall be fully completed and executed where provided thereon.
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
Past Performance/Experience with Housing Authorities of similar size and composition of HACD
No. 2:
Maximum Point Value = 20
Past Performance/Experience with public housing software
No. 3:
Maximum Point Value = 30
Management/Approach: HUD/GAAP Accounting Practices
No. 4:
Maximum Point Value = 5
Management/Approach: Availability of principal fee accountant (s) for onsite consultation including attendance of regular Board Meetings when needed
No. 5:
Maximum Point Value = 5
Price Proposal/Worksheet
No. 6:
Maximum Point Value = 5
Client References
No. 7: Section 3 Business Preference
Maximum Point Value = 5
Interview and presentation
Total Maximum Points = 100
Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP?
Yes
Publication:
Danbury News Times
Advertising Dates:
03/13/24 and 03/20/24
Publication:
Inner City News
Advertising Dates:
03/14/2024
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
Fee Accountant- RFP COMPLETE.pdf
1.24 MB
Questions and Answers
View Unanswered Questions
- 0 Unanswered Question(s)
View Answered Questions
- 0 Answered Question(s)
Pricing Items for Solicitation #: RFP No. P23002 - FEE ACCOUNTANT
Pricing Item#
Agency Stock Code
Qty
U/M
1
1
Each
Specification:
Summary
Year Housing Authority of the City of Danbury
Year 1 – 2024
Year 2 – 2025
Year 3 – 2026
Year 4 – 2027
Year 5 – 2028
COMPANY NAME:
ADDRESS:
____
PHONE: ___________________________________
SIGNATURE:
PRINT NAME:
DATE:
?
Price Proposal Worksheet
(Attachment A)
Detail – Year 1
Name Type of Work Hours Rate Total Cost
Professional Staff
Total Professional Staff
Administrative Staff
Total Administrative Staff
Other Costs
Total Other Costs
Total Cost
Detail – Year 2
Name Type of Work Hours Rate Total Cost
Professional Staff
Total Professional Staff
Administrative Staff
Total Administrative Staff
Other Costs
Total Other Costs
Total Cost
?
Price Proposal Worksheet
(Attachment A)
Detail – Year 3
Name Type of Work Hours Rate Total Cost
Professional Staff
Total Professional Staff
Administrative Staff
Total Administrative Staff
Other Costs
Total Other Costs
Total Cost
Detail – Year 4
Name Type of Work Hours Rate Total Cost
Professional Staff
Total Professional Staff
Administrative Staff
Total Administrative Staff
Other Costs
Total Other Costs
Total Cost
?
Price Proposal Worksheet
(Attachment A)
Detail – Year 5
Name Type of Work Hours Rate Total Cost
Professional Staff
Total Professional Staff
Administrative Staff
Total Administrative Staff
Other Costs
Total Other Costs
Total Cost, or equal.
Vendor SKU:
NOT REQUIRED for this item.
No Bid:
ALLOWED for this item.
No Charge:
ALLOWED for this item.
End of Solicitation # RFP No. P23002 05/10/2024 04:13:35 PM UTC
Contact
Customer Support: 866-526-9266
© Copyright 2024, International eProcurement