Housing Agency Marketplace

Thu. Apr 25, 2024
11:34 PM UTC


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Housing Agency Marketplace - Housing Agency Marketplace

Thu. Apr 25, 2024
11:34 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 #:	P19004
Date Posted on the System:	10/10/2019 06:27 PM
Agency:	Paducah Housing Authority
Main Service Category:	Insurance and Retirement Services
Sub Service Description:	Employee Health Insurance (Broker/Insurer)

Buyer Information
Buyer Name:	Tara Elder
Buyer Phone Number:	270-450-4226
Buyer Fax Number:
Buyer E-mail:	telder@paducahhousing.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:

04/29/2020

Q/A Cutoff Time:

08:00 PM UTC

Proposal Due Date:

05/08/2020

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
07/01/2020

End Date
06/30/2021

1st Estimated Contract Renewal Option:

Start Date
07/01/2021

End Date
06/30/2022

2nd Estimated Contract Renewal Option:

Start Date
07/01/2022

End Date
06/30/2023

3rd Estimated Contract Renewal Option:

Start Date
07/01/2023

End Date
06/30/2024

4th Estimated Contract Renewal Option:

Start Date
07/01/2024

End Date
06/30/2025

Economic Price Adjustment:

Do you wish to include an Economic Price Adjustment Option as a part of Solicitation [Section 10.1.C.1.b]?
Yes

As detailed within Section 3.3.3 of the RFP 1.0 Document issued and attached hereto.

Contract (Award) Types:
	Indefinite-delivery Contract [Section 10.1.C.3] (Definite-quantity; Requirements; Indefinite-quantity)

"Ship To" Information
A. Delivery of Purchased Items or Services
Name:	Tara Elder
Location:
Address:	2330 Ohio Street, Paducah, KY 42003
City:	Paducah
State:	KY
Zip Code:	42003
Phone Number:	270-450-4226
Fax Number:
E-mail:	telder@paducahhousing.com

B. Delivery of "Hard Copy" Proposal Submittal
Name:	Tara Elder
Location:
Address:	2330 Ohio Street, Paducah, KY 42003
City:	Paducah
State:	KY
Zip Code:	42003
Phone Number:	270-450-4226
Fax Number:
E-mail:	telder@paducahhousing.com

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:

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

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

(4.3) As detailed within Section 4.1, Evaluation Factor No. 4, herein, the proposer's TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the proposer's demonstrated standards of professionalism and customer care, follow-through on jobs, reports, accuracy, and how the proposer proposes to respond when "things go wrong").

(4.4) As detailed within Section 4.1, Evaluation Factor No. 5, herein, the proposer's DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and 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.

(4.5) If appropriate, how the firm's staff are retained, screened, trained, and monitored.

(4.6) The proposed quality assurance program.

(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.).

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

(4.9) A fully completed Questionnaire, attached hereto as Attachment L.

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 any other Public Housing Authority, for whom the proposer has performed similar or like services to those being proposed herein. The listing shall, at a minimum, include:

(6.1) The client's name;

(6.2) The client's contact name;

(6.3) The client's telephone number and email address;

(6.4) A brief description and scope of the service(s) and the dates the services were 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 preceding 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.

Proposal Evaluation Factors

The following Factors will be utilized by the Agency to evaluate each proposal submitted.

No. 1: Proposed Cost Maximum Point Value = 40 The PROPOSED COSTS submitted by the proposer. (Objective Factor)
No. 2: Demonstrated Understanding Maximum Point Value = 10 The proposer's DEMONSTRATED UNDERSTANDING of the AGENCY'S REQUIREMENTS. (Subjective Factor)
No. 3: Technical Approach Maximum Point Value = 10 The QUALITY of the TECHNICAL APPROACH and the SERVICES PROPOSED. (Subjective Factor)
No. 4: Technical Capabilities and Management Plan Maximum Point Value = 10 The proposer's TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the proposer's demonstrated standards of professionalism and customer care, follow-through on jobs, reports, accuracy, and how the proposer proposes to respond when "things go wrong"). (Subjective Factor)
No. 5: Demonstrated Relevant Experience and Successful Past Performance Maximum Point Value = 20 The proposer's DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and 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. (Subjective Factor)
No. 6: Overall Quality, Organization, and Professional Appearance Maximum Point Value = 10 The OVERALL QUALITY, ORGANIZATION, and PROFESSIONAL APPEARANCE OF THE PROPOSAL SUBMITTED, based upon the opinion of the evaluators. (Subjective Factor)
No. 7: Section 3 Business Preference Maximum Point Value = 15 As detailed within Attachments D and D-1, and within Section 4.1.1 of the RFP 1.0 Document, each issued and attached hereto. (Objective Factor)


Total Maximum Points = 115

Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP? Yes
Publication:	The Paducah Sun	Advertising Dates:	10/16/2019; 10/23/2019

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 - Employee Health Insurance (RFP Document).doc	437 KB
	2.0 - Attachment A (Form of Proposal).doc	90 KB
	3.0 - Attachment B (HUD-5369-C).pdf	81.98 KB
	4.0 - Attachment C (Profile of Firm Form).doc	77.5 KB
	5.0 - Attachment D (Section 3 Submittal Form).doc	99 KB
	5.1 - Attachment D-1 (Section 3 Explanation).doc	123 KB
	6.0 - Attachment E (HUD-5369-B).pdf	213.5 KB
	7.0 - Attachment F (SIPC).doc	274 KB
	8.0 - Attachment G (Sample Contract Form).doc	180 KB
	8.1 - Attachment G-1 (HUD-5370-C1).pdf	77.06 KB
	8.2 - Attachment G-2 (HUD-50071).pdf	45.89 KB
	8.3 - Attachment G-3 (SF-LLL).pdf	43.41 KB
	8.4 - Attachment G-4 (Section 3 Plan - Contract).doc	147.5 KB
	8.5 - Attachment G-5 (Section 3 Plan - Contract).doc	147.5 KB
	9.0 - Attachment H (Monthly Premium Calculation).doc	106 KB
	10.0 - Attachment I (Agency Participant Demographics).xlsx	16.61 KB
	11.0 - Attachment J (Loss Ratio June 2016 - May 2019).pdf	1.08 MB
	12.0 - Attachment K (RFP Questionnaire).doc	86.5 KB
	13.0 - Attachment L (Agency Profile of Properties).docx	85.33 KB

Addenda
Issued: 10/16/2019 - 04:11 PM UTC	- Addendum #1
Issued: 11/11/2019 - 07:15 PM UTC	- Addendum #2
Issued: 01/10/2020 - 09:52 PM UTC	- Addendum #3
Issued: 01/17/2020 - 05:27 PM UTC	- Addendum #4
Issued: 01/17/2020 - 05:44 PM UTC	- Addendum #5
Issued: 03/20/2020 - 02:10 PM UTC	- Addendum #6
Issued: 04/28/2020 - 09:14 PM UTC	- Addendum #7
Issued: 05/01/2020 - 07:00 PM UTC	- Addendum #8

Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s) View Answered Questions - 2 Answered Question(s)

Pricing Items for Solicitation #: P19004 - Employee Health Insurance (Broker/Insurer)

Pricing Item#	Qty	U/M
1	1	Each
Specification: Calculated Annual Premium (from Line No. 2.7 of Attachment H). No Alternate Specification Allowed Reason: NOT APPLICABLE.
Vendor SKU: NOT APPLICABLE 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 # P19004 04/25/2024 11:34:27 PM UTC


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