5-ATTACHMENT A- Checklist.docx

DOCX document 19 KB Posted

Attached to
RFP- As-Needed Consulting Services
Solicitation number
2026-RFP-AS-005
Issued by
Alameda County, California

About this file

This is a Proposal Submittal Checklist (Attachment A) for an RFP issued by the AHA (Housing Authority) in California for as-needed consulting services across nine specialized areas. The RFP seeks to establish a pool of qualified consultants available for assignment based on expertise, experience, pricing, and availability. Bidders may submit proposals for one or more of the following service areas: Risk Management and Insurance, Asset Management, Fair Housing, Moving to Work (MTW), Organizational Consulting and Executive Coaching, Housing Choice Voucher Program and other PHA-related consulting, Procurement Consulting, Tax Credit and other Financial Application Services, and Housing Development Consulting. Bidders must demonstrate relevant experience working with government agencies or non-profit PHAs operating in California or provide equivalent relevant experience. The contract term extends five years with hourly fee proposals required for each service area and each year of the contract term.

Proposers must submit comprehensive proposals organized into eleven parts, including the completed checklist, form of proposal, proposer profile, cover letter, qualifications and experience, proposed approach, customer service plan, cost analysis and budget, references, optional company information, and confirmation of submission, along with a conflict of interest form. All proposers handling tenant or employee personally identifiable information must maintain cyber liability insurance with costs incorporated into their fee proposals. Travel expenses must be separately itemized per Attachment F. The submission requires a signed proposer's statement certifying that all information provided is accurate and that the proposer agrees to abide by all RFP terms and conditions, including execution of the AHA Sample Contract. The AHA reserves the right to approve and contract with one or more bidders in each service area and may request additional documentation from selected proposers to ensure compliance with applicable requirements.

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Other files

File Type Posted
1-ATTACHMENT C- Profile of Proposer.docx DOCX document
3-ATTACHMENT E- Sample Agreement.docx DOCX document
7-EXHIBIT C- INSURANCE REQUIREMENTS 2025.pdf PDF
2-ATTACHMENT B- Form of Proposal.docx DOCX document
4-Pricing Items- Consulting Cost Proposal.xlsx XLSX spreadsheet
6-RFP- Consulting Services.pdf PDF

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Text version

ATTACHMENT A

“Proposal Submittal Checklist”

(This Form must be fully completed and placed under Part No. 1 of the proposal)

Instructions: Unless otherwise specifically required, the items listed below must be completed and included in the proposal. Please complete this form by marking an “X,” where provided, to verify that the referenced completed form or information has been included within the proposal submitted by the Proposer. Also, complete the Proposer’s Statement as noted below:

X = ITEM INCLUDED
SUBMITTAL ITEMS

Part 1 Proposal Submittal Checklist (Attachment A)

Part 2 Form of Proposal (Attachment B)

Part 3 Profile of Proposer Form (Attachment C)

Part 4 Cover Letter

Part 5 Qualifications and Experience

Part 6 Proposed Approach

Part 7 Customer Service

Part 8 Cost Analysis and Budget for Primary Services

Part 9 References

Part 10 Other Company Information (Optional)

Part 11 Confirmation of submission Conflict of Interest Form (Attachment I)

PROPOSER’S STATEMENT

The undersigned Proposer hereby states that by completing and submitting this form and all other documents within this proposal, they are verifying that all information provided herein is, to the best of their knowledge, true and accurate, and that if the AHA discovers that any information entered herein to be false, such shall entitle the AHA to not consider or make award or to cancel any award with the undersigned party.

Further, by completing and submitting the proposal, the undersigned Proposer is thereby agreeing to abide by all terms and conditions pertaining to this RFP as issued by the AHA, including an agreement to execute the AHA Sample Contract, attached to this RFP. In addition, Proposer hereby agrees to provide any additional documentation requested by the AHA upon notification of award under this RFP to ensure compliance with applicable requirements. Proposers may be asked to submit additional information to help facilitate the proposal review.

Pursuant to all RFP documents, this Form of Proposal, and all attachments, and pursuant to all completed documents submitted, including these forms and all attachments, the undersigned proposes to supply the AHA with the services described herein for the fee(s) entered herein.

Signature Date Printed Name/Title Company

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