5-ATTACHMENT B- Form of Proposal.docx
DOCX document 19 KB Posted
- Attached to
- RFP- Financial Consultant
- Solicitation number
- 2026-RFP-FIN-001
- Issued by
- Alameda County, California
About this file
This is a proposal form attachment for the Housing Authority of the City of Alameda (AHA) in California seeking qualified financial consultant services. The AHA requires proposers to identify the specific types of services their firms provide from a defined list, which includes staff augmentation, month-end and quarterly close support, year-end close support, audited financial support, budget review and support, Housing Choice Voucher (HCV) reconciliation, Housing Assistance Payment (HAP) reconciliation, HUD/GASB/FASB pronouncements review, property management and asset management, financial database implementation and migration, and general procurement consulting. Qualified consultants must demonstrate a minimum of five years of experience with the Yardi database and at least three years of experience with a Public Housing Agency, non-profit affordable housing developer/operator, low-income housing tax credit programs, or public accounting firms specializing in these areas. Additionally, consultants must verify they are not debarred from performing services for HUD, HUD-related programs, IRS programs, or other governmental or private agencies.
Proposers must submit hourly rate pricing for each staff position across a five-year contract term, with rates clearly identified for each year. The proposal form requires proposers to complete a pricing table or submit an Excel spreadsheet using the standardized "Bid Table-Financial Consultant Services-BT-14JL" format, listing position titles, staff names, and corresponding hourly rates for Years 1 through 5. The completed form must be signed by an authorized representative of the proposing firm and must include contact information, business address, office phone, mobile phone, and email address. All proposals must be submitted as part of Part 2 of the complete proposal submittal to the AHA.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 3-RFP- Financial Consultant Services.pdf | ||
| 4-Submission Instructions - 2026-RFP-FIN-001.pdf | ||
| 6-ATTACHMENT C- Profile of Proposer.docx | DOCX document | |
| 1-AHA Consultant Services Agreement Template Jan 2026.docx | DOCX document | |
| 2-EXHIBIT C- INSURANCE REQUIREMENTS 2025.pdf |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
ATTACHMENT B
FORM OF PROPOSAL
(This Form must be fully completed and placed under Part 2 of the proposal submittal.)
A. Form: Each Proposer shall submit their proposed fees on this form only, which shall be completed, signed, and returned to the AHA with the completed Proposal.
B. Entry of Proposed Fees Each Proposer must identify the type(s) of services their firm provides in the checklist below based on the descriptions provided in Exhibit D Scope of Services:
| ☐ | Staff Augmentation |
| ☐ | Month-End and Quarterly End Close Support |
| ☐ | Year-End Close Support |
| ☐ | Audited Financial Support |
| ☐ | Budget Review and Support |
| ☐ | Housing Choice Voucher (HCV) Reconciliation |
| ☐ | Housing Assistance Payment (HAP) Reconciliation |
| ☐ | HUD, GASB and FASB Pronouncements Review |
| ☐ | Property Management and Asset Management |
| ☐ | Financial Database Implementation, Migration and Testing |
| ☐ | General Procurement Consultant and Support |
C. Pricing Items: Example pricing table below – include pricing information across every year in the proposed hourly fees as applicable including space for additional services that may fall within the scope but not itemized. The below table is for reference purposes. Please either submit an excel spreadsheet with the below information OR the Bid Table- Financial Consultant Services- BT-14JL:
Rate by Staff – Year 1-5
Year 1 Hourly Rate Year 2 Hourly Rate Year 3 Hourly Rate Year 4 Hourly Rate Year 5 Hourly Rate
Name of Lead Contractor Firm
| Name 1 |
| Position |
| $ |
| Name 2 |
| Position |
| $ |
| Name 3 |
| Position |
| $ |
Date Company Print Name Signature Office Phone Mobile Phone Email Address Business Address
File details come from the government source that posted it. Updated .