The City is requesting that submitted proposals contain the following information in the following order:
1. Table of Contents: A table of contents shall be provided that identifies the page numbers of where to find the various sections included in the proposal.
2. Letter of Interest: A letter expressing the Consultant Team’s interest in being considered, introduces the Consultant Team members and outlines the proposed services.
3. Team Organization and Description: Please describe the organizational structure of the consultant team that will be performing the Scope of Work. Define the relationship between administrative support and project management staff. Please also include the billing rates for the proposed project manager and all other applicable staff. A project manager must be designated and must be the principal contact for the City. If using subcontractors, provide a description of each of the individual organizations that will be a part of the Consultant Team; their role on the Consultant Team and involvement in each task; how the Consultant Team will be organized; and who will be the lead member of the Consultant Team. Please indicate if any persons employed by your agency have been debarred by HUD or are otherwise prohibited from entering into contracts with any Federal agency. (5-page maximum).
4. Program Manager & Key Staff Experience: For key team members, please provide recent examples of experience with managing similar programs for other local government jurisdictions (city or county). For each, please include a detailed description of the jurisdiction, work performed, and types and number of projects completed on an annual basis. Please also provide the name, title, phone number and email address of at least one (1) reference for each jurisdiction who can attest to the quality and effectiveness of the Consultant Team’s work. For each project, give a brief statement of the organizations and project team’s adherence to schedule and budget, the success and challenges of the process and outcome. (5-page maximum).
5. Organizational Viability: Provide most current unaudited financial statements and the last three years of audited financial statements, and any other information that establishes the financial capacity of the administrator/developer to undertake and complete the proposed project.
6. Scope of Work, Fee Proposal, and Schedule: Please provide a detailed scope of work for a period of one year from the contract effective date, task-by-task fee proposal not to exceed $400,000 (administrative costs not to exceed $100,000) and a task-by-task schedule. At a minimum, the proposal should address the administrative tasks for the Residential Rehabilitation Program including:
- Coordination with prospective applicants, contractors and City
- Program marketing and responding to inquiries
- Initial eligibility screening
- Application processing
- Preparing scope of work and budgets
- Grant/loan documentation preparation
- Construction management
- Project close out and loan set up
In addition, City staff anticipate a need for the following services: review drafts and provide input on a public-facing document that would detail program guidelines; recommend new programs and/or modification to existing ones; and implement a process for reporting project progress from inquiry to close out.
Please note that the City has prepared template documents for grant and loan documents and will provide them to the selected Consultant Team. City staff is responsible for reviewing draft grant and loan documents and coordinating execution of all required documents. The Consultant Team is responsible for coordinating the execution of the grant and loan documents and the City will be responsible for reviewing and maintaining copies in our files.
Consultant Teams are invited to propose provision of additional services and deliverables. If the Consultant Team charges additional fees to any related party, please describe the cost and services provided for those fees. The overall fee proposal should not exceed $400,000.
7. Acknowledgement of California Public Records Act: Consultant Team to include a statement as follows: “Consultant understands that all documents submitted to the City in connection with the proposal are subject to the California Public Records Act and may be disclosed without notice to Consultant.”
8. Acknowledgement of City Contract Requirements: Consultant must include a statement acknowledging that either: 1) Consultant requests modifications (please include a description of requested modifications) to the City’s Service Provider Agreement, which is included as Exhibit A; or 2) Consultant will meet the City’s standard contract requirements through execution of the Service Provider Agreement attached as Exhibit A.