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Housing Agency Marketplace - Housing Agency Marketplace
 
Customer Support: 1-866-526-9266
        

Tue. Apr 20, 2021
11:14 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 #: P20005
Date Posted on the System: 02/14/2020 02:40 PM
Agency: Minneapolis Public Housing Authority
Main Service Category: Consulting Services
Sub Service Description: Retirement Plan Consulting Services
 
Buyer Information
Buyer Name: Ayla LeRoy
Buyer Phone Number: 612-342-1478
Buyer Fax Number:
Buyer E-mail: aleroy@mplspha.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: 03/05/2020
Q/A Cutoff Time: 09:00 PM UTC
Proposal Due Date: 03/13/2020
Proposal Due Time: 08:00 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
05/01/2020
End Date
04/30/2021
1st Estimated Contract Renewal Option:  
Start Date
05/01/2021
End Date
04/30/2022
2nd Estimated Contract Renewal Option:  
Start Date
05/01/2022
End Date
04/30/2023
3rd Estimated Contract Renewal Option:  
Start Date
05/01/2023
End Date
04/30/2024
4th Estimated Contract Renewal Option:  
Start Date
05/01/2024
End Date
04/30/2025
Economic Price Adjustment: Do you wish to include an Economic Price Adjustment Option as a part of Solicitation  [Section 10.1.C.1.b]?
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: Minneapolis Public Housing Authority
Location:
Address: 1001 Washington Ave N
City: Minneapolis
State: MN
Zip Code: 55401
Phone Number: 612-342-1400
Fax Number:
E-mail:
 
B. Delivery of "Hard Copy" Proposal Submittal
Name: Ayla LeRoy
Location: Procurement Department
Address: 1001 Washington Ave N
Suite 201
City: Minneapolis
State: MN
Zip Code: 55401
Phone Number: 612-342-1478
Fax Number:
E-mail: aleroy@mplspha.org
 
Proposal Format
Proposers shall submit one copy of their technical proposal electronically in the Housing Agency Marketplace or in a sealed envelope to MPHA’s Procurement Department. Proposed fees must be submitted online in the Housing Agency Marketplace.

MPHA intends to retain a Contractor using a best value basis, meaning MPHA will consider factors other than just cost in making an award (see Section 8 in the RFP document for the evaluation factors). Therefore, to allow for easy comparison of proposals during evaluation, proposals should contain the following information and documentation and be arranged in consecutive order.
Tab 1: HUD Form 5369-C (Attachment A)
This form must be fully completed and submitted as part of the proposal submittal.
Tab 2: Profile of Firm Form (Attachment B)
This form must be fully completed and submitted as part of the proposal submittal.
Tab 3: Background Information and Experience
Provide background information on your organization, including:
a. Name, Address, and Tax Identification Number of the firm or consultant.
b. The number of years the firm or consultant has provided the consultation services listed in the scope of work.
c. The total number of employees and organizational structure.
d. Any industry reports, recognitions, certifications, and/or articles regarding the organization's work in retirement plan consulting.
e. A completed investment advisory Form ADV Part I and Part II (including Schedule I). Confirm that your organization is an independent advisor as described in the scope of work.
f. Provide information on the individuals who will work on MPHA's account, including their qualifications, education, skills, and experience.
Tab 4: Current Clients
Provide information on your organization's current clients, including:
a. The types and sizes of retirement plans that you provide consulting services for and if you have experience with defined contribution plans, deferred compensation plans, and/or 401(a) Plans.
b. A brief description of the services provided and the plan size and type for three current clients and a contact name and phone number for each of these client references.
c. Provide two specific examples of ways your firm has made a positive impact on retirement plans you serviced over the last two years. Examples may include enhanced services, lowered fees, or others.
Tab 5: Proposed Services
Provide information on the following:
a. Identify your plan to provide periodic reviews on the performance of investments; adherence of the fund manager to the investment's published style or discipline, related internal and external investment fees; and material changes in the organization's investment philosophy and key personnel for each of the investment alternatives offered.
b. Describe your fiduciary responsibility to MPHA plan participants.
c. Describe how your firm defines and measures the success of retirement plan consulting relationships.
d. Describe your process, experience with, and relevant issues in conducting a Plan Administrator search.
1. In the past 36 months, how many Plan Administrator/Record Keeper searches have you conducted for plans your firm supports?
- How many resulted in a change in PA/Record Keeper?
- How many were executed within a government procurement framework?
- List the top three PA/Record Keepers/Trustees that you have recommended.
2. How many different Plan Administrators does your firm work with to support current clients?
3. What experience do you have with MPHA's current service provider, Wells Fargo?
Tab 6: Women-/Minority-Owned Business Enterprises and Section 3 Participation (Attachment C) and Equal Employment Opportunity Policy
Attachment C must be fully completed and submitted as part of the proposal submittal. The proposer must also submit a copy of its Equal Employment Opportunity Policy or Affirmative Action Plan.
Tab 7: Section 3 Preference (Attachment D) (Optional)
Section 3 is an income-based program through the U.S. Department of Housing and Urban Development that allows MPHA to give preferences to those that qualify. To claim a Section 3 Preference for this RFP, the proposer must complete and submit Attachment D along with any documentation required by the form.
Tab 8: Subcontractor/Joint Venture Information (Optional)
Identify whether your firm intends to use any subcontractors to perform these services and/or if the proposal is a joint venture with another firm. All preceding information required from the proposer must also be included for any major subcontractors (10% or more) or any joint ventures.
Tab 9: Other Information (Optional)
The proposer may include any other information that they believe is appropriate to assist MPHA in its evaluations.
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
Proposed Fees.
No. 2: Qualifications and Experience
Maximum Point Value = 30
Qualifications and experience of staff assigned, general organizational capacity, and approach to the services required.
No. 3: Past Performance, Industry Recognitions, and Client References
Maximum Point Value = 30
Past record of performance, industry recognitions, and client references.
No. 4: Section 3 Business Preference
Maximum Point Value = 15
Section 3 Business Preference (details in Section 8.1 of the RFP document).
Total Maximum Points = 115  
Advertisement
Did the Agency place an advertisement in any publication pertaining to this RFP?  Yes
Publication: Finance & Commerce Advertising Dates: 2/18/20 and 2/25/20
 
Terms, Conditions and Instructions
Proposers are responsible to carefully review and comply with the RFP terms, conditions and instructions, and by submitting a proposal agrees to do so.

Any questions regarding this RFP must be submitted in the "Questions and Answers" area herein or via e-mail to the Buyer by the question deadline.
RFP Documents  
Attached Documents:
  Filename Size
1.0 - Retirement Plan Consulting Services (RFP Document).pdf 1.0 - Retirement Plan Consulting Services (RFP Document).pdf 321.91 KB
2.0 - Attachment A (HUD Form 5369-C).pdf 2.0 - Attachment A (HUD Form 5369-C).pdf 186.17 KB
3.0 - Attachment B (Profile of Firm Form).pdf 3.0 - Attachment B (Profile of Firm Form).pdf 122.45 KB
4.0 - Attachment C (WMBE and S3 Subcontractor Certification).pdf 4.0 - Attachment C (WMBE and S3 Subcontractor Certification).pdf 125.37 KB
5.0 - Attachment D (Section 3 Business Self Certification Form).pdf 5.0 - Attachment D (Section 3 Business Self Certification Form).pdf 73.38 KB
6.0 - Attachment E (HUD Form 5369-B).pdf 6.0 - Attachment E (HUD Form 5369-B).pdf 210.12 KB
7.0 - Attachment F (Sample Contract).pdf 7.0 - Attachment F (Sample Contract).pdf 679.21 KB
8.0 - Attachment G (MPHA Retirement Plan Document).pdf 8.0 - Attachment G (MPHA Retirement Plan Document).pdf 25.95 MB
9.0 - Attachment H (MPHA Investment Policy Statement).pdf 9.0 - Attachment H (MPHA Investment Policy Statement).pdf 148.78 KB
 
Addenda
Issued: 02/18/2020 - 10:50 PM UTC - Addendum #1
Issued: 02/19/2020 - 03:06 PM UTC - Addendum #2
Issued: 02/25/2020 - 07:10 PM UTC - Addendum #3
Issued: 03/03/2020 - 03:12 PM UTC - Addendum #4
 
Post-submittal Deadline Notices
Issued: 04/22/2020 - 09:56 PM UTC - Notice of Successful Proposer
 
Questions and Answers
View Unanswered Questions - 0 Unanswered Question(s)

View Answered Questions - 0 Answered Question(s)


Pricing Items for Solicitation #: P20005 - Retirement Plan Consulting Services
Pricing Item# Agency Stock Code Qty U/M
  Year(s) 
Specification: Annual fixed fee for retirement plan consulting services
No Alternate Specification Allowed
Reason:
N/A
 
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 # P20005 04/20/2021 11:14:59 PM UTC


 
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