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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
06:17 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 #: P20001
Date Posted on the System: 12/27/2019 09:26 PM
Agency: Paducah Housing Authority
Main Service Category: Accounting and Auditing Services
Sub Service Description: Annual Audit Services
 
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: 01/27/2020
Q/A Cutoff Time: 09:00 PM UTC
Proposal Due Date: 02/05/2020
Proposal Due Time: 09:00 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.
Estimated Initial Contract Period:  
Start Date
03/01/2020
End Date
02/28/2021
1st Estimated Contract Renewal Option:  
Start Date
03/01/2021
End Date
02/28/2022
2nd Estimated Contract Renewal Option:  
Start Date
03/01/2022
End Date
02/28/2023
3rd Estimated Contract Renewal Option:  
Start Date
03/01/2023
End Date
02/29/2024
4th Estimated Contract Renewal Option:  
Start Date
03/01/2024
End Date
02/28/2025
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:
  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: 2704504226
Fax Number:
E-mail: telder@paducahhousing.com
 
B. Delivery of "Hard Copy" Proposal Submittal
Name: Tara Elder
Location:
Address: 2330 Ohio Street
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
As more fully detailed within Section 2.0, Scope of Proposal/Technical Specifications, of this document, the proposer shall, at a minimum, clearly detail within the information submitted under this tab documentation showing:

(4.1) As detailed within Section 4.1, Evaluation Factor No. 2, herein, the proposer's DEMONSTRATED TECHNICAL CAPABILITIES AND APPROACH to performing the services outlined in Section 2.0, Scope of Work/Technical Specifications, including the availability of staff with professional qualifications and technical abilities based on the Agency review of the detailed professional resumes for persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form and any other staff that will be performing services as the result of award of this RFP.

(4.2) As detailed within Section 4.1, Evaluation Factor No. 3, herein, the RESULTS of the proposer's PEER REVIEW and the EXTERNAL QUALITY REVIEWS that the proposer may submit (NOTE: The Agency will place emphasis on the submitted Reviews associated with HUD-related work).

(4.3) As detailed within Section 4.1, Evaluation Factor No. 4, the proposer's DEMONSTRATED RELEVANT EXPERIENCE in performing the same or similar services, including (and very importantly) the proposer's experience with low-income housing.

(4.4) If appropriate, how staff are retained, screened, trained, and monitored.

(4.5) The proposed quality assurance program.

(4.6) An explanation and copies of forms that will be used and reports that will be submitted and the method of submission of such reports (i.e. written; fax; Internet; etc.).

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

(4.8) Proposed Engagement Letter. The proposer shall submit hereunder a copy of his/her proposed Engagement Letter. NOTE: Be aware that the Agency will not execute an Engagement Letter in lieu of executing the Sample Contract attached hereto at Attachment G (the Sample Contract IS the contract form that the Agency and the successful proposer will eventually execute); however, the Agency does recognize that the
Engagement Letter can/may contain important contract performance information that can/may be in the best interests of the Agency to include as a part of the contract. Accordingly, the Agency reserves the right to include such Engagement Letter as an appendix to the contract after potential Agency-required revisions to the proposed Engagement Letter have been completed, especially revisions to clauses that may conflict with the Agency Sample Contract form.
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;

(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 = 30
The proposed COST of the services submitted by the proposer. (Objective Factor)
No. 2: Demonstrated Technical Capabilities and Approach
Maximum Point Value = 20
The proposer's DEMONSTRATED TECHNICAL CAPABILITIES and APPROACH to performing the services outlined in Section 2.0, Scope of Work/Technical Specifications, including the availability of staff with professional qualifications and technical abilities based on the Agency review of the detailed professional resumes for persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form, and any other staff that will be performing services as a result of award of this RFP. (Subjective Factor)
No. 3: Peer Review and External Quality Reviews
Maximum Point Value = 10
The RESULTS of the proposer's PEER REVIEW and EXTERNAL QUALITY REVIEWS that the proposer may submit (NOTE: The Agency will place particular emphasis on such submitted Reviews that are associated with HUD-related work). (Subjective Factor)
No. 4: Demonstrated Qualifications, Relevant Experience, and Successful Past Performance
Maximum Point Value = 30
The proposer's DEMONSTRATED QUALIFICATIONS, RELEVANT EXPERIENCE, and SUCCESSFUL PAST PERFORMANCE in performing the same or similar services, including (and very importantly) the proposer's experience with low-income housing tax credit developments). (Subjective Factor)
No. 5: Overall Quality, Organization, and Professional Appearance of the Proposal Submitted
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. 6: 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 posted 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: 1/9/2020
Publication: The Paducah Sun Advertising Dates: 1/2/2020
 
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 - Annual Audit Services (RFP Document).doc 1.0 - Annual Audit Services (RFP Document).doc 320.5 KB
2.0 - Attachment A (Form of Proposal) .doc 2.0 - Attachment A (Form of Proposal) .doc 50.5 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 74.5 KB
5.1 - Attachment D-1 (Section 3 Explanation).doc 5.1 - Attachment D-1 (Section 3 Explanation).doc 80 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 206 KB
8.0 - Attachment G (Sample Contract Form).doc 8.0 - Attachment G (Sample Contract Form).doc 164 KB
8.1 - Attachment G-1 (HUD-5370-C1).pdf 8.1 - Attachment G-1 (HUD-5370-C1).pdf 77.06 KB
8.2 - Attachment G-2 (HUD-50071).pdf 8.2 - Attachment G-2 (HUD-50071).pdf 45.91 KB
8.3 - Attachment G-3 (SF-LLL).pdf 8.3 - Attachment G-3 (SF-LLL).pdf 43.6 KB
8.4 - Attachment G-4 (Section 3 Plan - Contract).doc 8.4 - Attachment G-4 (Section 3 Plan - Contract).doc 121.5 KB
9.0 - Attachment H (Agency Profile of Properties).docx 9.0 - Attachment H (Agency Profile of Properties).docx 31.1 KB
 
Addenda
Issued: 01/06/2020 - 08:28 PM UTC - Addendum #1
Issued: 01/17/2020 - 04:29 PM UTC - Addendum #2
Issued: 01/21/2020 - 02:25 PM UTC - Addendum #3
Issued: 01/23/2020 - 05:37 PM UTC - Addendum #4
 
Post-submittal Deadline Notices
Issued: 03/16/2020 - 09:12 PM UTC - Post-submittal Deadline Notice #1
 
Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s)

View Answered Questions - 4 Answered Question(s)


Pricing Items for Solicitation #: P20001 - Annual Audit Services
Pricing Item# Agency Stock Code Qty U/M
  Each 
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2020.
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.

 
  Each 
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2021.
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.

 
  Each 
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2022.
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.

 
  Each 
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2023.
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.

 
  Each 
Specification: Firm-fixed Fee for Annual Audit Services pertaining to FYE2024.
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.

 
  20  Each 
Specification: Potential Additional Consulting (for, at the Agency’s discretion, additional related work not already identified herein, that may be required by the Agency during the ensuing contract periods). [PLEASE NOTE ENTRY INSTRUCTIONS FOR THIS PRICING ITEM: Each proposer is strongly encourage to, prior to entering a response to this Pricing Item, again review the instructions set forth within Section 3.3.2, and especially Section 3.3.2.1, of the RFP 1.0 Document issued, and to comply with those instructions. Any proposer that does not do so may very likely entry this proposed cost incorrectly, which mistake will not be correctable after the proposal submittal deadline].
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 # P20001 03/28/2024 06:17:12 PM UTC


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