1-CJ131592 SLVCEH Strategic Planning Consultant Final 5.27.26.pdf

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SLCo CJ131592 Salt Lake Valley Coalition to End Homelessness (SLVCEH) Strategic Planning Consultant - RFP
Solicitation number
SLCo CJ131592 -RFP
Issued by
Salt Lake County, Salt Lake City, Utah

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Request for Proposals Summary

This Request for Proposals (RFP) is issued by Salt Lake County's Office of Homelessness and Criminal Justice Reform (OHCJR) on behalf of the Salt Lake Valley Coalition to End Homelessness (SLVCEH). The County seeks qualified consultants or firms to facilitate development of the next SLVCEH Strategic Plan and support a comprehensive strategic recalibration process for the Continuum of Care (CoC), which oversees federal HUD Continuum of Care funding and community-wide homelessness coordination efforts. The scope of work spans four phases: Project Initiation and System Assessment; Stakeholder Engagement and Community Consultation with HUD NOFO Support; Strategic Planning Facilitation; and Strategic Plan Development, Launch and Final Deliverables. Deliverables include a project work plan and timeline, stakeholder engagement plan, initial assessment summary, stakeholder feedback report, facilitation materials, draft and final strategic plans, and a Year 1 implementation roadmap. The RFP was released May 28, 2026, with questions due June 3, 2026 at 1:00 PM, proposals due June 8, 2026 at 1:00 PM, committee meetings scheduled for June 10, 2026, and potential consultant interviews on June 15, 2026. The anticipated Notice to Proceed is upon contract execution. The contract is a one-time service agreement with an anticipated start upon award in June 2026 and completion of deliverables by December 1, 2026.

The total contract amount shall not exceed $100,000 for the entire contract term, with payments made in monthly installments based on accumulated work hours submitted by the end of each calendar month. Proposers must submit a comprehensive budget and cost proposal outlining the not-to-exceed total cost for all services, with no price adjustments permitted after execution. Evaluation criteria emphasize Relevant Experience (45%), including demonstrated strategic planning facilitation experience, understanding of homelessness systems and CoC structures, and experience facilitating collaborative processes; Project Approach (45%), focusing on quality and feasibility, stakeholder engagement strategy, and commitment to centering lived expertise; and Proposed Cost (10%), evaluating cost effectiveness and budget alignment. Preference may be given to proposers with experience in CoC strategic planning, HUD CoC NOFO processes, local Salt Lake County community knowledge, systems change and coalition governance, and equity-centered planning. Mandatory requirements include experience facilitating strategic planning, working within homelessness response systems or comparable collaborative systems, knowledge of HUD CoC requirements, and experience incorporating lived expertise into planning processes. Required insurance includes workers' compensation as required by Utah State, commercial general liability of $500,000 per occurrence/$1,000,000 aggregate, professional liability of $1,000,000 per occurrence/$2,000,000 aggregate, and commercial automobile liability of $100,000 per person/$300,000 per accident or $500,000 combined single limit, unless the contractor certifies no vehicle operations will occur.

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REQUEST FOR PROPOSALS

SALT LAKE COUNTY

Salt Lake Valley Coalition to End Homelessness (SLVCEH) Strategic Planning Consultant

RFP # CJ131592

Date of Issue: May 28, 2026

TABLE OF CONTENTS

1. OVERVIEW AND INSTRUCTIONS

1.1 PURPOSE OF THE REQUEST FOR PROPOSALS

1.2 PROJECT BACKGROUND

1.3 DEADLINE FOR PROPOSAL SUBMISSIONS

1.4 PROJECT SCHEDULE FOR RFP PROCESS

1.5 QUESTION SUBMISSION

2. SCOPE OF WORK AND REQUIREMENTS

2.1 SCOPE OF WORK

Phase 1: Project Initiation and System Assessment

Phase 2: Stakeholder Engagement and Community Consultation

Phase 3: Strategic Planning Facilitation

Phase 4: Strategic Plan Development, Launch and Final Deliverables

2.2 MANDATORY REQUIREMENTS

2.3 LENGTH OF AGREEMENT

2.4 FEE, PAYMENT AND ESCALATION CLAUSE

2.6 PROJECT MANAGEMENT & COMMUNICATION

2.7 PROPOSAL FORMAT AND SUBMISSION REQUIREMENTS

3. RESPONSE AND EVALUATION CRITIERIA

3.1 EVALUATION AND SCORING CRITERIA

3.2 WRITTEN AGREEMENT REQUIRED

3.3 NOTICE TO PROPOSER

ATTACHMENT A - Proposal Cover Summary ATTACHMENT B – Request for Protected Status ATTACHMENT C – Procurement Preference System ATTACHMENT D – Environmental Compliance Practices ATTACHMENT E – Example RFP Contract

1. OVERVIEW AND INSTRUCTIONS

1.1 PURPOSE OF THE REQUEST FOR PROPOSALS

Salt Lake County’s Office of Homelessness and Criminal Justice Reform (OHCJR), on behalf of the Salt Lake Valley Coalition to End Homelessness (SLVCEH), seeks proposals from qualified consultants or firms to facilitate the development of the next SLVCEH Strategic Plan and support a comprehensive strategic recalibration process.

The Salt Lake Valley Coalition to End Homelessness serves as the Continuum of Care (CoC) and oversees federal U.S. Department of Housing and Urban Development (HUD) Continuum of Care funding and community-wide homelessness coordination efforts.

Salt Lake County’s Office of Homelessness and Criminal Justice Reform (OHCJR) serves as the Collaborative Applicant and provides administrative support for the coalition.

The current SLVCEH Strategic Plan, adopted in 2023, concludes in 2026. In conclusion of the final year of implementation of the current plan, the coalition has expressed interest in a thorough recalibration and realigning the strategic plan to the needs of the community. This process represents an opportunity to assess progress, identify gaps, improve coalition efficiency, and align future strategic priorities with evolving federal, state, and local homelessness response systems.

The selected consultant will facilitate a strategic planning process that centers collaboration, community need, lived expertise, and actionable system planning. The process should include broad stakeholder engagement, assessment of coalition structures and effectiveness, facilitation of strategic planning sessions, and development of a final strategic plan with measurable goals and implementation recommendations.

The consultant will work closely with OHCJR staff, SLVCEH leadership, Core Function Groups, providers, individuals with lived experience, government partners, and community stakeholders to:

• Evaluate the current strategic plan and coalition structure.

• Facilitate stakeholder engagement and feedback.

• Align strategic priorities with HUD, state, and local planning expectations.

• Identify opportunities to improve coalition coordination and meeting effectiveness.

• Develop a new multi-year strategic plan with clear goals, priorities, metrics, and implementation recommendations.

• Support the coalition in establishing a roadmap for Year 1 implementation.

The goal of this work is to create a coordinated and sustainable strategic framework that supports community-wide efforts to prevent and end homelessness while strengthening the coalition’s role as a collaborative leader, advocate, educator, and systems partner.

1.2 PROJECT BACKGROUND

The Salt Lake Valley Coalition to End Homelessness is currently conducting a strategic recalibration process to prepare for the development of its next strategic plan. This recalibration is informed by:

• Completion of the current three-year strategic plan cycle.

• Changes in federal and state homelessness priorities and plans.

• Coalition leadership transitions and restructuring opportunities.

• Internal review of coalition accomplishments and gaps.

• Community feedback regarding coalition structure and meeting efficiency.

• Evolving homelessness response system needs within Salt Lake County.

The coalition intends for this process to strengthen alignment across providers, government entities, community members, and individuals with lived expertise while improving coalition effectiveness and establishing clear, measurable priorities.

Current priorities identified through the strategic recalibration process include:

1. Operating a Continuum of Care that meets HUD requirements.

2. Achieving community legitimacy through shared goals and a clearly articulated strategic plan.

3. Continuing to serve as a community advocate and educator.

4. Establishing a strategic framework that maintains internal stability and external flexibility through changing political and social climates.

The consultant will support the coalition in translating these priorities into a practical and actionable strategic plan.

1.3 DEADLINE FOR PROPOSAL SUBMISSIONS

Proposals must be uploaded before 1:00 PM on June 8, 2026, in Contracts and Procurement online solicitation system, the Utah Public Procurement Place (U3P) powered by Bonfire:

https://utah.bonfirehub.com/portal/?tab=openOpportunities https://utah.bonfirehub.com/portal/?tab=openOpportunities

No proposals will be accepted after the closing date and time.

1.4 PROJECTED SCHEDULE FOR THE RFP PROCESS

County reserves the right to modify the following schedule at its discretion:

Activity Date RFP Released May 28, 2026 Questions Due Date June 3, 2026, 1:00 pm Proposal Due Date June 8, 2026, 1:00 pm Committee Meeting June 10, 2026, 1:00 pm Consultant Interviews (If needed) June 15, 2026 Anticipated Notice to Proceed Upon Contract Execution

1.5 QUESTION SUBMISSION

Questions may be submitted through U3P until the deadline for questions submission, which is June 3, 2026, at 1:00 pm. Answers to the questions will be posted in U3P Bonfire for everyone to view. Do not contact County officers or employees, or selection committee members.

2. SCOPE OF WORK AND REQUIREMENTS

2.1 SCOPE OF WORK

The selected consultant will facilitate a comprehensive strategic planning process for the Salt Lake Valley Coalition to End Homelessness.

Phase 1: Project Initiation and System Assessment

The consultant will:

• Meet with OHCJR and SLVCEH leadership to establish project goals, timeline, communication expectations, and engagement strategies.

• Review relevant materials including:

o Current SLVCEH Strategic Plan.

o HUD Continuum of Care requirements and guidance.

o Connected or relevant local, state or federal homelessness plans and priorities.

o Existing coalition governance documents.

o Available system performance and planning data.

o Previous coalition feedback and internal assessments.

• Conduct an assessment of coalition structures, coordination processes, and strategic progress.

• Identify key strengths, gaps, opportunities, and operational challenges.

Deliverables:

• Project work plan and timeline

• Stakeholder engagement plan

• Initial assessment summary

Phase 2: Stakeholder Engagement, Community Consultation and HUD NOFO Support

The consultant will facilitate stakeholder engagement activities designed to gather broad community feedback and inform strategic priorities.

Engagement activities may include:

• Focus groups

• Interviews

• Surveys

• Listening sessions

• Strategic planning workshops

• Facilitated discussions with coalition leadership and Core Function Groups

Stakeholders should include, at minimum:

• Individuals with lived experience (to include Lived Expert Task Group and Youth Advisory Board)

• SLVCEH leadership

• Core Function Groups and Task Groups

• Service providers

• Government partners

• Housing and shelter providers

• Behavioral health and healthcare partners

• Community advocates

• Youth and family system partners

• Public safety and criminal justice partners

• General coalition membership

The consultant shall ensure engagement strategies are inclusive, accessible, and centered on meaningful participation.

NOFO Support

The Department of Housing and Urban Development (HUD) Continuum of Care Notice of Funding Opportunity (NOFO) is anticipated in June. Depending on the process and timeline, the consultant may be asked to support community planning and engagement around the NOFO and application process. Experience with HUD CoC NOFO planning is a plus.

Deliverables:

• Summary of stakeholder engagement activities.

• Stakeholder feedback report.

• Key themes, priorities, and recommendations summary.

Phase 3: Strategic Planning Facilitation

The consultant will facilitate strategic planning sessions with coalition leadership and stakeholders to:

• Establish strategic priorities and goals.

• Identify measurable objectives and outcomes.

• Develop implementation recommendations.

• Identify coalition structure and process improvements.

• Define opportunities for improved coordination and accountability.

• Align strategic priorities with federal, state, and local homelessness response goals.

The consultant should support development of practical and measurable strategies that are achievable within coalition capacity and responsive to current system conditions.

Deliverables:

• Facilitation materials and meeting summaries.

• Draft strategic framework and priority areas.

• Draft implementation recommendations.

Phase 4: Strategic Plan Development, Launch and Final Deliverables

The consultant will develop a final strategic plan document that includes:

• Vision, mission, and guiding principles

• Strategic priorities and goals

• Actionable objectives and strategies

• Suggested performance measures and outcomes

• Recommended implementation and accountability structure

• Recommendations for coalition coordination and meeting structure

• Year 1 implementation roadmap

• Considerations for long-term sustainability and flexibility

The consultant will present draft and final recommendations to OHCJR, SLVCEH leadership, and appropriate coalition groups.

Deliverables:

• Draft strategic plan

• Final strategic plan

• Presentation of findings and recommendations

• Year 1 implementation roadmap

• Supporting planning and facilitation materials

• Support on launch event planning

2.2 MANDATORY REQUIREMENTS

Proposers must demonstrate:

• Experience facilitating strategic planning processes.

• Experience working within homelessness response systems, Continuum of Care structures, or comparable collaborative systems.

• Knowledge of HUD Continuum of Care requirements and strategic planning expectations.

• Experience facilitating collaborative stakeholder engagement.

• Experience incorporating lived expertise into planning processes.

• Strong project management and facilitation skills.

Preference may be given to proposers with:

• Experience supporting CoC strategic planning.

• Experience with HUD CoC NOFO process.

• Experience with local Salt Lake County community

• Experience with systems change and coalition governance.

• Experience working with public sector and nonprofit partnerships.

• Experience facilitating equity-centered or community-centered planning.

2.3 LENGTH OF AGREEMENT

Sale Lake County Office of Homelessness and Criminal Justice Reform intend to begin this contract upon award (anticipated June 2026) with completion of deliverables by 12/01/2026.

This is a one-time service agreement. There is no guarantee that contract(s) will be awarded from this solicitation.

2.4 FEE, PAYMENT AND ESCALATION CLAUSE

The total amount to be paid by the County for the Contractor to complete all the work and services required under this Agreement shall not exceed $100,000 for the entire contract term.

Payments will occur in monthly installments, based on accumulated work hours accompanied by the submission of project hours by the end of each calendar month. All applicants must submit a comprehensive budget and cost proposal outlining the not-to-exceed total cost for the full scope of services. The budget should clearly identify all professional fees, expenses, and any additional anticipated costs.

Due to the project’s scope and contractual terms, this agreement is one-time only, and no price adjustments will be permitted after execution.

2.5 INSURANCE:

Insurance will be required per the amounts listed below. Please refer to the attached example agreement for information concerning insurance requirements.

A. Workers’ compensation and employer’s liability insurance as required by the State of Utah.

B. Commercial general liability insurance in the minimum amount of $500,000 per occurrence with a $1,000,000 general policy aggregate with the County named as an additional insured.

C. Professional liability insurance in the minimum amount of $1,000,000 per occurrence with a $2,000,000 annual policy aggregate limit.

D. Commercial automobile liability insurance that provides coverage in the minimum amount of $100,000 per occurrence per person/ $300,000 per accident / $50,000 property damage OR single combined limit of $500,000 with the County named as an additional insured.

—OR IF THERE WILL NOT BE ANY VEHICLE OPERATIONS—

E. The Contractor shall not operate a vehicle in connection with any services rendered under this Agreement. Inasmuch as the Contractor agrees not to operate a vehicle in connection with services rendered under this Agreement, the County shall not require the Contractor to provide commercial automobile liability insurance.

2.6 PROJECT MANAGEMENT & COMMUNICATION

The consultant will coordinate closely with the Salt Lake County OHCJR team and SLVCEH leadership throughout the project period.

Regular project check-ins will be required to ensure alignment and progress toward deliverables.

The consultant should demonstrate strong project management practices, clear communication strategies, and the ability to manage collaborative stakeholder processes.

2.7 PROPOSAL FORMAT AND SUBMISSION REQUIREMENTS

A. Submit proposals in the online solicitation system (U3P). All proposals should be formatted as three (3) separate PDFs: 1) Program Proposal; 2) Pricing Proposal; and 3) Supplemental Attachments (Optional). NO MORE THAN THREE (3) SEPARATE

DOCUMENTS SHOULD BE SUBMITTED.

Proposers must submit a narrative response to the elements outlined in 3.1 Evaluation and Scoring Criteria and conform to the submission requirements listed below.

Proposals not following the Proposal Format/Submission Requirements outlined herein, may result in being deemed non-responsive.

1. Program Proposal (PDF #1):

A. Document #1 (Program Proposal) should begin with the completed Attachment A Proposal Cover Summary (Required). Attachment A is not included in the page count.

B. All proposals submitted for evaluation must include the following information:

1. Cover Letter

a. Summary of qualifications, relevant experience, understanding of the project, proposed approach.

b. Background and qualifications

i. Relevant experience facilitating strategic planning processes, experience related to homeless system, CoC work, or system planning, description of project team and roles

2. Proposed Work Plan and Timeline

a. Methodology, stakeholder engagement plan, facilitation approach and timeline and deliverables

3. Cost Proposal

a. Detailed budget and fee structure.

4. References and Examples

a. Three project examples with accompanying references

5. Resumes

a. Resumes for key project staff.

2. Pricing Proposal (PDF #2):

A. Excel in lieu of PDF documents are acceptable unless otherwise specified in the

RFP.

3. Attachments (PDF #3) A. Attachments B, C, D, E (Optional)

1. If requesting protected record status complete Attachment B and upload a redacted program proposal.

• All documents submitted in response to this RFP will be treated as public records in accordance with GRAMA unless a claim of business confidentiality is submitted. Refer to Section 3.3.A.

• Failure to provide a redacted copy, or otherwise comply with the requirements, waives your request for protected record.

2. If requesting preferences, include the completed Attachment C and provide proof. Refer to Section 3.1.A.

3. Attachment D County’s Environmental Compliance Practices and Non-

Debarment Certification compliance. Proposers should attest to the Attachment

D compliance statement in the U3P event Questions Section. Proposers are not required to submit a signed Attachment D.

4. If requesting changes to Attachment E or the RFP per Section 3.2 below, include a PDF of changes requested and desired reasonable alterations.

3. RESPONSE AND EVALUATION CRITIERIA

3.1 EVALUATION AND SCORING CRITERIA

A. Proposals will be evaluated on the following:

• Relevant Experience (45%) o Demonstrated experience facilitating strategic planning processes.

o Understanding of homelessness systems and Continuum of Care structures.

o Experience facilitating collaborative and community-based processes.

• Project Approach (45%) o Quality and feasibility of proposed approach.

o Strength of stakeholder engagement strategy.

o Demonstrated ability to facilitate collaborative planning and systems alignment.

o Commitment to centering lived expertise and community voice.

• Proposed Cost (10%) o Cost effectiveness.

o Clarity and appropriateness of budget.

o Alignment of costs with deliverables.

B. Preference System

Salt Lake County may adjust scoring pursuant to its Preference System established by ordinance and policy. Please complete Attachment C preference system and include the required proof of request.

C. Interview, Demonstration, and Site Visit.

The Selection Committee may invite Proposers for an interview, demonstration, or conduct a site visit. The purpose is clarification and verification of the written proposal.

The Selection Committee may re-score the proposal after the interview, demonstration, or site visit.

D. Recommended Award

After the Selection Committee has completed their evaluation, they will notify the County Mayor of the top-ranked Proposer. Award is conditioned upon the execution of a satisfactory contract.

E. Debrief Meetings Debrief meetings with the selection committee members will not be allowed, however, a Proposer may discuss the RFP process with the chair/facilitator of the committee at any time.

3.2 WRITTEN AGREEMENT REQUIRED

The selected Proposer must agree to all requirements in the RFP scope of work. The selected Proposer must also be willing to enter into a written agreement with County and agree to all the terms set forth in the Example Agreement, attached to this RFP. Any inconsistency between the RFP and the Example Agreement will be resolved in favor of this RFP.

If you wish to request alterations the RFP, including any of the terms of the example RFP Agreement (Attachment E), or any of the exhibits, attachments, or addenda, the alterations must be specifically identified in your proposal with reasonable alternatives presented. Any such exceptions must be submitted as a separate PDF and labeled “Requested Alterations.” Only those alterations so specified will be available for discussion or negotiation. Proposer understands that deviations from the Example Agreement are made at the County’s sole discretion.

Proposers are advised that the County is not bound by the terms of the RFP until a written agreement is fully executed and any activity taken on by the Proposer prior to full execution of a written agreement is done at the Proposer’s sole risk.

3.3 NOTICE TO PROPOSER

By submitting a proposal to this RFP, Proposer understands and agrees to the following:

A. Government Records Access and Management Act (GRAMA):

County is a governmental entity subject to the Utah Government Records Access and Management Act (“GRAMA”), Utah Code Ann. §§ 63G-2-101 to -901. As a result, County is required to disclose certain information and materials to the public, upon request. Generally, any document submitted to County is considered a “public record” under GRAMA. Any person who provides to County a record that the person believes merits protection under subsection 63G-2-305(1) or (2) must submit with their proposal all of the following: (1) a written claim of business confidentiality, (2) a concise statement of reasons supporting the claim of business confidentiality, and (3) a separate copy of the proposal with the information requested to be protected redacted. Failure to comply with any of the three requirements for a claim of business confidentiality waives the request for protected record. Generally, GRAMA only protects against the disclosure of trade secrets or commercial information that could reasonably be expected to result in unfair competitive injury. For your convenience, County has provided a Business Confidentiality Request Form which is attached to this RFP as Attachment B. All documents submitted in response to this RFP will be treated as public records in accordance with GRAMA, unless a claim of business confidentiality has been properly made and approved by County.

All proposed costs/pricing/fees submitted to the county are public records.

An entire proposal cannot be identified as “PROTECTED,” “CONFIDENTIAL,” or “PROPRIETARY” and may be considered non-responsive if marked as such.

B. Copyrighted Material Waiver: In the event that the proposal contains copyrighted or trademarked materials, by submitting its proposal the Proposer grants the County the right to use, reproduce, and publish the copyrighted or trademark materials in any manner the County deems necessary for conducting County business and for allowing public access to the responses under GRAMA or otherwise, including but not limited to photocopying, County Intranet/Internet postings, broadcast faxing, and direct mailing.

If the proposal contains materials whose copyright or trademark is held by a third party, it is the Proposer’s sole responsibility to obtain permission from that third party for the County to reproduce and publish the information.

By submitting its proposal, the Proposer certifies that it owns or it has obtained all necessary approvals for the reproduction or distribution of the contents of the proposal and agrees to indemnify, protect, save and hold the County, its representatives and employees harmless from any and all claims arising from all intellectual property claims related or connected to the proposal and agrees to pay all legal fees incurred by the County in the defense of any such action.

C. Restrictions On Communications: From the issue date of this solicitation until a Proposer is selected and the selection is announced, Proposers are prohibited from communications regarding this procurement with agency staff, evaluation committee members, or other associated individuals EXCEPT the Buyer overseeing this procurement. Failure to comply with this requirement may result in disqualification.

D. RFP Cancellation: This RFP may be cancelled at any time prior to the execution of a written agreement if deemed in the best interests of County. This includes cancellation of the RFP after an award has been made, but prior to the execution of a written contract. Proposer is not entitled to recover any costs related to the preparation of the proposal due to cancellation of the RFP or withdrawal of an award prior to the execution of a written agreement.

E. Firm Pricing: All prices, quotes, or proposals are to remain firm for 120 days after the closing date, unless a different period is stated in County’s RFP. Any proposal that does not offer to remain firm for the required period may be considered to be non-responsive.

F. Costs: Proposers bears all costs and expenses related to this RFP including, but not limited to, preparation and delivery of the proposal, attending the pre-proposal conference, and attending the interview.

G. Licensing: All applicable federal, state, and local licenses must be acquired before the contract is entered into between County and the selected Proposer.

Licenses must be maintained throughout the entire contract period. Persons doing business as an Individual, Association, Partnership, Corporation, or otherwise must be registered with the Utah State Division of Corporations and Commercial Code. NOTE: Forms and information on registration may be obtained by calling

(801) 530-4849 or toll free at 877-526-3994, or by accessing:

https://corporations.utah.gov/.

H. Changes or Modifications: Any changes or modification to the RFP will be made by written addendum. Proposer submitting a proposal based on any information other than that contained in County’s RFP and any amendments (addenda), do so at their own risk.

I. Receiving Proposals: Contracts and Procurement will administer receipt and opening of all proposals. After the closing time, only the identity of each Proposer will be made public. If only one proposal is received in response to County request, Contracts and Procurement, in coordination with the agency https://corporations.utah.gov/ requesting the project, may recommend entering into a contract to the single Proposer if the conditions cited above are met. Alternatively, Contracts and Procurement may re-solicit for the purpose of obtaining additional proposals.

J. Rejection of Proposals: Any proposal containing significant deviations from the specifications of the RFP will be considered non-responsive and may be rejected in whole or in part.

K. Protests: Pursuant to Salt Lake County Code of Ordinances § 3.20.150, a protest in regard to the RFP document must be submitted in writing prior to the RFP closing date. All other protests must be submitted in writing within five (5) business days after notification of the award is posted on U3P. A protestor may file only one (1) protest after the RFP closing date. Protest letters must specifically and completely state the facts that the protestor believes constitute error in the RFP document or the award.

L. Free and Competitive Selection: Any agreement or collusion among prospective

Proposers to fix a price or limit competition will render the proposal void, and such conduct is unlawful and subject to criminal sanction. By submitting a proposal, the Proposer hereby certifies that no one in its firm or company has either directly or indirectly restrained free and competitive selection, participated in any collusion, or otherwise taken any action unauthorized by County Purchasing Ordinances or applicable law.

M. Ethical Standards: Proposer represents that it has not: (a) provided an illegal gift to any County officer or employee, or former County officer or employee, or to any relative or business entity of a County officer or employee, or relative or business entity of a former County officer or employee; (b) retained any person to solicit or secure this contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee, other than bona fide employees of bona fide commercial agencies established for the purpose of securing business; (c) breached any of the ethical standards set forth in State statute or Salt Lake County Code of Ordinances § 2.07; or (d) knowingly influenced, and hereby promises that it will not knowingly influence, any County officer or employee or former County officer or employee to breach any of the ethical standards set forth in State statute or Salt Lake County ordinances.

N. Campaign Contributions: The Salt Lake County campaign finance disclosure ordinance limits campaign contributions by Proposers to County candidates. Salt Lake County Code of Ordinances § 2.72A. Proposer acknowledges and understands those limitations on campaign contributions mean that any person, business, corporation or other entity that enters into a contract or is engaged in a contract with County is prohibited from making campaign contributions in excess of $100 to County candidates during the term of the contract and during a single election cycle as defined in the ordinance. Proposer further acknowledges that violation of those provisions governing campaign contributions may result in criminal sanctions as well as termination of this Agreement.

O. Reasonable Accommodations: Reasonable accommodations for qualified individuals to attend meetings may be provided upon receipt of a request with two

(2) working days’ notice. Please contact Contracts and Procurement at

385.468.0300. TTY users may call 711.

P. Environmentally Responsible Procurement Practices: County has implemented environmentally responsible procurement practices. Please refer to Attachment D.

Q. Notice to Retirees of Utah Retirement Systems (“URS”)

County is a URS “participating employer.” Entering into an agreement with County may affect a URS retiree’s retirement benefits including, but not limited to, cancellation of the retiree’s “retirement allowance” due to “reemployment” with a “participating employer” pursuant to Utah Code Ann. § 49-11-504 to -505.

In addition, Proposer is required to notify County immediately if a retiree of URS is the Proposer; or an owner, operator, or principal of the Proposer. Proposer may refer the URS retiree to the URS Retirement Department at 801-366-7770 or 800- 695-4877 for all questions about post-retirement employment regulations.

R. Employee Status Verification System Proposer shall register and participate in the Status Verification System before entering into a contract with County as required by Utah Code Ann. § 63G-12-

302. The Status Verification System is an electronic system operated by the federal government, through which an authorized official of a state agency or a political subdivision of the state may inquire by exercise of authority delegated pursuant to 8 U.S.C. § 1373 to verify the citizenship or immigration status of an individual within the jurisdiction of the agency or political subdivision. Proposer is individually responsible for verifying the employment status of only new employees who work under Proposer’s supervision or direction and not those who work for another Proposer or subcontractor, except each Proposer or subcontractor who works under or for another Proposer shall certify to the main Proposer by affidavit that the Proposer or subcontractor has verified, through the Status Verification System, the employment status of each new employee of the respective Proposer or subcontractor. The Proposer shall comply in all respects with the provisions of Utah Code Ann. § 63G-12-302. Proposer’s failure to comply with this requirement may result in the immediate termination of its contract with County.

Attachment A - Request for Proposals Cover Summary t

Legal Name

Doing Business As (if applicable)

Address City State Zip Code

Contact Person after contract award Telephone Number

E-mail Contact

I certify that to the best of my knowledge the information contained in this proposal is accurate and complete and that I have the legal authority to commit this organization to a contractual agreement. I realize the final funding for any service is based upon funding levels and the approval of the Mayor for Salt Lake County.

Proposer Authorized Representative Type or Print Name

Date

Position or Title

Signature required when submitting hard copy.

Electronic signature acceptable if an electronic proposal is allowed.

X

Proposer

Please include one or two e-mail address for notification of an interview.

Name, telephone number, E-mail address

Attachment B

REQUEST FOR PROTECTED RECORD

(Business Confidentiality Claim)

I request that the attached/enclosed information (record) provided to Salt Lake County, or any of its agencies (divisions or programs), be considered confidential and given protected status as defined in Utah’s Government Records Access and Management Act (“GRAMA”).

Name and Address of business and representative making this confidentiality claim:

Description of the information (record) which is to be covered by this confidentiality claim and which you believe qualifies for protected status:

The following reasons support this claim of business confidentiality and protected status under Utah Code § 63G-2-305 (please check all of the following that apply):

(___) 1.

(___) 2.

The record provided is a trade secret as defined in Utah Code § 13-24-2 (See Utah Code §§ 63G-2-305(1) and 63G-2-309).

The record is commercial or non-individual financial information and: (a) disclosure of the information could reasonably be expected to result in unfair competitive injury to the person submitting the information or would impair the ability of Salt Lake County, or its agencies, to obtain necessary information in the future; and (b) the interest of the provider in prohibiting access to the information is greater than the interest of the public in obtaining access. (See Utah Code §§ 63G-2-305(2) and 63G-2-309).

REQUIRED: A concise written statement supporting a business confidentiality claim, as required by Utah Code § 63G-2-309(1). Attach additional sheets if necessary.

NOTE: Claimant shall be notified if a record claimed to be protected is classified public or if the determination is made that the record should be disclosed because the interests favoring access outweigh the interests favoring restriction of access. Records claimed to be protected under this business confidentiality claim may not be disclosed until the period in which to bring an appeal expires or the end of the appeals process, including judicial appeal, unless the claimant, after notice, has waived the claim by not appealing within thirty (30) calendar days. See Utah Code § 63G-2-309(2). The procedure to appeal a GRAMA classification within thirty (30) calendar days is described in Utah Code §§ 63G-2-400.5 through 406 and Countywide Policy 2010, which can be found on the County’s website www.slco.org.

Signature of Claimant Representative: _________________________________ Date: ____________________

Claimant Representative Name and Title: ________________________________________________________ http://www.slco.org/ https://slco.org/globalassets/1-site-files/policies/countywide/2040.pdf?v=03282022114310737

Preference System Updated 01.11.24

SALT LAKE COUNTY CONTRACTS & PROCUREMENT

ATTACHMENT C - PREFERENCE SYSTEM

Salt Lake County may award bids or adjust scoring to a proposal through a preference system. One or more preferences may accrue to vendors who submit responsible, responsive offers if other factors are met.

Vendors may request the following preferences:

• Employee Health Care Preference

• Veterans and Companywide Hiring Preference

Employee Health Care Preference The Health Care Preference shall accrue to vendors who currently provide and will maintain the following through the term of the contract with the County:

• A health benefit plan, as defined by Utah Code Ann. § 26-40-115(1), made available to the vendor’s covered employees and their dependents.

• A copy of the health benefits certificate or a letter signed by the vendor's carrier detailing coverage and dates of coverage of the health care benefits.

Veterans and Companywide Hiring Preference The Veterans and Companywide Hiring Preference shall accrue to vendors who currently provide and will maintain all of the following through the term of the contract with the County:

For veterans:

• A completed and signed certificate explaining its program to actively recruit and employ veterans that includes the success rate of its program by listing the percentage of its workforce that qualifies as veterans under this policy;

• A completed and signed certificate verifying that a vendor has employed, and is currently employing, at least one veteran under its recruitment program;

Companywide:

• A drug and alcohol testing policy that applies to all covered individuals employed or hired by the vendor and requires covered individuals to submit to random testing;

• A job training program recognized by a federal, state, or local governmental entity; and,

• A job safety program that complies with job safety and health standards of the Occupation and Safety Health Administration (OSHA) or the state standards which are at least as effective as the federal standards.

https://le.utah.gov/xcode/Title26/Chapter40/26-40-S115.html?v=C26-40-S115_2019051420190514

Preference System Updated 01.11.24

REQUIREMENTS

If required certification form and preference documentation is not received with the proposal, the County will not consider the preference request.

The County maintains the right to monitor the vendor's compliance of any preference status. Violation of this contract condition shall be the basis for immediate termination of the contract for default by the vendor.

Request for Proposals (RFPs) A proposer may receive one (1) point added to the total score of its proposal for each of the preferences offered herein for which the proposer qualifies.

Updated01.11.24 Preference System

PREFERENCE CERTIFICATION FORM

YOU MUST CHECK THE BOX FOR EACH PREFERENCE OPTION CLAIMED

If you do not include this completed certification form along with required documentation with your bid or proposal submission, your preference request will not be considered.

Employee Health Care Preference – Currently provide and will maintain qualifying health benefits to covered employees and dependents through the term of the contract with the county. A copy of the health benefits certificate or a letter signed by the vendor's carrier detailing coverage and dates of coverage of the health care benefits must accompany the bid or proposal to have the preference request accepted.

Veterans and Companywide Hiring Preference – Currently provide and will maintain all of the following programs through the term of the contract with the county:

Veterans and Companywide Hiring Preference Certification Form

Company Name:

Explanation of Program to Actively Recruit and Employ Veterans*:

Percentage of workforce that qualifies as veterans:

Vendor has employed, and is currently employing, at least one Veteran under its recruitment program. Yes No *For purposes of this section of County Policy, a veteran is an individual who has served on active duty in the armed forces of the United States for more than 180 consecutive days; or, was a member of a reserve component who served in a campaign or expedition for which a campaign medal has been authorized and who has been separated or retired under honorable conditions; or, has incurred an actual service-related injury or disability in the line of duty.

Vendor maintains a drug and alcohol testing policy that applies to all covered individuals employed or hired by the vendor and requires covered individuals to submit to random testing. Yes No

Updated 01.11.24 Preference System

Vendor maintains a job training program recognized by a federal, state, or local governmental entity. Yes No

Vendor offers a job safety program that complies with job safety and health standards of the Occupation and Safety Health Administration (OSHA) or the state standards which are at least as effective as the federal standards. Yes No

By signing below, vendor certifies that the information provided on this Veterans and Companywide Hiring Preference Certification Form is true and correct as of the time of submitting this bid or proposal.

Vendor’s Signature:

Attachment D - Environmental Compliance Practices

Vendor Compliance Statement and Non-Debarment Certification

1. Salt Lake County has implemented environmentally responsible procurement practices. The County requires all persons, businesses, corporations and other entities doing business or entering into a contract with the County to comply with all federal, state and local environmental laws, rules and regulations. Compliance with environmental laws, rules and regulations is a relevant factor in evaluating the integrity and responsibility of a business. The county, in its sole discretion, may not solicit proposals from, award contracts to, procure, or otherwise enter into business arrangements with any person, business, corporation or other organization that is noncompliant. If a vendor is suspended, proposed for debarment, debarred, ineligible or excluded from contracting with another government entity due to environmental non-compliance, the County in its sole discretion, may deem the vendor non-responsible and decline to award a contract.

2. Based on the foregoing, the vendor certifies, to the best of its knowledge, that neither the vendor nor any owner, officer or agent of the vendor:

2.1 is presently debarred, suspended, proposed for debarment, declared ineligible, or excluded from the award of a contract or purchase by any federal, state or local agency based on a finding, determination, notice of violation or order of environmental non-compliance;

2.2 is presently indicted or charged by a government entity in a criminal, civil or administrative proceeding with the commission of any offense, violation, or failure to comply with any federal, state, or local environmental law, rule or regulation, indicating a lack of business integrity or business honesty affecting its responsibility as a county vendor;

2.3 has, within the last three (3) years, been convicted, or had a civil judgment or administrative order rendered against it for any offense or violation, including but not limited to environmental noncompliance, indicating a lack of business integrity or business honesty affecting its responsibility as a county vendor;

2.4 has, within the last three (3) years, had a contract/purchase terminated due to an act or omission, including but not limited to environmental non-compliance, demonstrating a lack of business integrity or business honesty affecting its responsibility as a county vendor.

3. Vendor shall require any sub-vendor to disclose in writing, whether at the time of the award of the subcontract, the sub-vendor complies with the certification requirements in subparagraphs 2.1, 2.2, 2.3 and 2.4 above.

4. Vendor shall immediately notify the county in writing if, at any time before the award, the vendor learns that its certification was erroneous when submitted or has since become erroneous because of changed circumstances.

5. If it is later determined that vendor knowingly rendered an erroneous certification under this provision, in addition to other available remedies, the county in its sole discretion, may terminate the contract/purchase for default.

Revised Sept 2019

County Contract No.

Updated: January 2026

1. Attachment E

RFP EXAMPLE CONTRACT

A Contract between Salt Lake County and for

This Contract is between Salt Lake County, a body corporate and politic of the State of Utah (“County”), on behalf of its , and , a [business entity type and state of origin], with its principal place of business at (“Contractor”). County and Contractor may be referred to as the “Parties.”

THEREFORE, the Parties agree as follows:

A. County issued a Request for Proposals for

(“RFP”).

B. Contractor submitted a proposal in response to County’s RFP (“Proposal”).

C. The Mayor or designee approved the recommendation of the RFP selection committee to enter into an agreement with Contractor.

1. SCOPE OF SERVICES [To be based on the RFP and Contractor’s Proposal]

1.1. Contractor shall provide County with ____________________________ as requested in

County’s RFP, attached and incorporated into this Contract as Attachment A.

1.2. The Contract and the attachments, exhibits, and addenda are complementary, and what is called for by any one of them shall be as binding as if called for by all. Although certain provisions of Attachment A are not expressly set forth in this Contract, those provisions shall have the same force and effect as though fully set forth unless said provisions conflict, either directly or indirectly, with other provisions stated in this Contract or in any other Attachment. In the event of inconsistency between any provision of the Attachments with the provisions in any other Attachment or in this Contract, the provisions that control shall be determined in accordance with the order of precedence set forth in this Contract.

2. CONSIDERATION/PAYMENT [To be based on the RFP and Contractor’s Proposal]

2.1. County shall pay Contractor an amount not to exceed $ for the performance of obligations provided by Contractor under this Contract.

2.2. If payments are to be made in installments, no installment payment shall become due until thirty (30) days following receipt by County of Contractor’s accurate invoice for said installment payment which invoice shall set forth in detail the services provided.

2.3. Contractor’s invoice will detail the billing rates, whether hourly, daily, or other, the work performed, by whom and on what dates.

2.4. If a lump sum payment is required, no payment shall be made by County until all obligations are performed by Contractor under this Contract.

Exa mple

2.5. In the event of a lump sum payment, County will pay the lump sum within thirty (30) days after performance of obligations are completed by Contractor and receipt and approval of an accurate and complete invoice from Contractor for said services.

2.6. County has the right to request additional information or require Contractor to correct and re-issue an inaccurate invoice before paying.

2.7. The price(s) proposed by Contractor must be guaranteed as fixed for a period of two years after the Effective Date. After two years, a request for a price increase must include sufficient documentation supporting the request. Price increases may not exceed % of the current contract pricing. Any price escalation may be approved or denied, in whole or in part, by County in County’s sole discretion. County and Contractor may negotiate any proposed price increase, but the negotiated rate may not exceed % of the current contract pricing. Contractor may not terminate this Contract based on a denial of a price increase, in whole or in part. If the price increase is accepted, the increase must be added to this Contract by written amendment signed by both Parties before the increase is effective. No price increase will be applied to any services or goods provided under the Contract prior to the effective date of the amendment. Any price increase added by amendment must be guaranteed for a period of two years following the effective date of the amendment.

3. EFFECTIVE DATE/TERM [To be based on the RFP and Contractor’s Proposal]

3.1. This Contract is effective upon the signature of the last Party to sign (as indicated by the date accompanying the authorized representative’s signature) (the “Effective Date”).

3.2. This Contract will terminate [ months following the Effective Date] [on

_____________] (“Term”), unless terminated sooner as provided in this Contract or unless extended under Section 3.3.

3.3. This Contract may be renewed for additional

periods under the same terms and conditions and will not extend beyond .

Extensions must be in writing and executed by both parties prior to the end of each Term.

4. INDEPENDENT CONTRACTOR AND TAXES

Contractor is an independent contractor. Contractor shall discharge all of the obligations of an independent contractor under federal, state, and local law, including but not limited to, those obligations relating to employee supervision, benefits, and wages; taxes; Social Security;

unemployment compensation and insurance; workers’ compensation; disability pensions and tax withholdings, including the filing of all returns and reports and the payment of all taxes, assessments, and contributions; and other sums required of an independent contractor. This Contract does not create a partnership, joint venture, or employer/employee relationship.

5. NO THIRD-PARTY BENEFICIARIES

The Parties agree that Contractor’s obligations under this Contract are solely to County. This

Contract shall not confer any rights to third parties.

6. AGENCY

No agent, employee, or servant of Contractor or County is or shall be deemed to be an employee, agent, or servant of the other Party. None of the benefits provided by each Party to its employees including, but not limited to, workers’ compensation insurance, health insurance, and unemployment insurance, are available to the employees, agents, or servants of the other Party.

Contractor and County shall be entirely responsible for their respective acts and for the acts of their respective agents, employees, and servants during the performance of this Contract.

7. COUNTY REPRESENTATIVE

County will appoint an employee as County’s representative to assist in administration of this

Contract and to coordinate performance of the services to be provided by Contractor under this Contract. County’s representative does not have authority to amend or alter this Contract.

8. CONTRACTOR REPRESENTATIVE

Contractor shall designate an employee within its organization who is authorized to act as

Contractor’s representative in performance of this Contract. Contractor shall make known to County the name, title, and contact information of this employee. Contractor’s representative shall have the responsibility of working with County to coordinate the performance of its obligations under this Contract.

9. STANDARD OF PERFORMANCE

Contractor agrees to perform its services under this Contract with the highest standard of professionalism observed by professionals in its industry.

10. INDEMNIFICATION

To the fullest extent allowable by law, Contractor agrees to indemnify County, its officers, agents, and employees against any and all actual or threatened claims, losses, damages, injuries, or liabilities of, to, or by third parties, including subcontractors, or the employees of Contractor or subcontractors, including claims for personal injury, death, or damage to personal property or profits and liens of workmen and materialmen (suppliers), however allegedly caused, resulting directly or indirectly from, or arising out of, Contractor’s breach of this Contract or any acts or omissions of or by Contractor, its agents, representatives, officers, employees, or subcontractors in connection with the performance of this Contract.

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