Assessor's_Motor_Vehicle_Registration_Investigation_Program.pdf

REQUEST FOR PROPOSAL

FNX02325C

ASSESSOR'S MOTOR VEHICLE REGISTRATION

INVESTIGATION PROGRAM

CITY OF BRIDGEPORT

DEPARTMENT OF PUBLIC PURCHASES

999 BROAD STREET

BRIDGEPORT CT 06604

Submission Deadline:

Tuesday, December 17, 2024 by 2:00 pm

Table Of Contents

1. Introduction

2. Scope of Work

3. Submission Guidelines

4. Evaluations

5. Evaluation Criteria

6. Selection Process

7. Terms and Conditions

8. Pricing Proposal

9. Required Response Format

10. Vendor Questionnaire

11. Appendix A

12. Appendix B

Attachments:

A - City of Bridgeport Contractor Agreement

1. Introduction

The City of Bridgeport seeks proposals for Assessor's Motor Vehicle Registration

Investigation Program.

The requirements of this project are outlined in greater detail under Scope of Work.

The selected awardee must meet all municipal, State and Federal practices and requirements.

The initial term for the contract will be three (3) year with two (2) one-year renewal options, for a potential total term of five (5) years. Written acknowledgement from vendor will be required.

Please note the City of Bridgeport encourages Minority business enterprises (MBE), Women business enterprises (WBE) and City-based businesses (CBB) to submit proposals. MBE, WBE or CBB State and/or City certification(s) showing the vendor’s current M/WBE and/or CBB status must be included as part of the proposal package at the time of submission for such status to be considered. For details, please see City Ordinance 3.12.130D (setting an attainable goal of 30% for prime contractor utilization of certain target groups for contracts stemming from

QBS selection process and City Ordinance 3.12.130E (setting a possible award of 10 additional points to the evaluation criteria scoring).

1.1. City Background

Bridgeport, the most populous city in Connecticut and the fifth-most populous in New England, is situated in eastern Fairfield County at the mouth of the Pequonnock River on Long Island

Sound. With a population of 148,654 in 2020, it is 60 miles from Manhattan and 40 miles from

The Bronx, forming part of the New York metropolitan area. The city borders Trumbull to the north, Fairfield to the west, and Stratford to the east. Bridgeport is a significant part of the

Greater Bridgeport Planning Region and the Bridgeport-Stamford-Norwalk-Danbury metropolitan statistical area, the second largest in Connecticut.

Since the early 21st century, Bridgeport has seen extensive redevelopment in its downtown and other neighborhoods. Bridgeport is home to several educational institutions, including the

University of Bridgeport, Housatonic Community College, Paier College, and part of Sacred

Heart University, as well as the state's only zoo, Connecticut's Beardsley Zoo. The city is also nicknamed "Park City" for its 35 public parks, covering 1,300 acres, including two large parks.

Despite not being headquartered in the city, over a dozen Fortune 500 companies are based in the metropolitan area shared with Stamford.

Bridgeport is a culturally vibrant city with three museums, numerous parks, and significant venues like Seaside Park, the Total Mortgage Arena, and the Hartford HealthCare Amphitheater.

The Barnum Museum and Connecticut's Beardsley Zoo are notable attractions, enhancing the city's cultural and recreational appeal. Recognized for its diversity, Bridgeport is consistently ranked among the 25 most ethnically and culturally diverse cities in the United States.

1.2. Project Overview and Summary

The City of Bridgeport is issuing this Request for Proposals (RFP) to work for the Bridgeport

Assessor and conduct professional and investigative services in conjunction with the Assessor’s efforts to review and investigate Unregistered Motor Vehicles located and housed within the territorial limits of City of Bridgeport, and thus taxable as assessed property held in the City pursuant to state statutes.

2. Scope of Work

2.1. Project Description

The Proposal shall contain the following information pertaining to the Contractor's approach to completing this Project and the services associated with this program:

A. A proposed percent Revenue Fee to be retained by the Contractor Respondent from the taxes collected and received by City per newly registered vehicle as a percentage of this taxes collected (% of vehicle taxes kept by Respondent), and optionally a Maximum Dollar

($) fee amount to be retained by Contractor per vehicle registered and taxed (solely when such a fee calculated as % per vehicle is above this maximum $ fee per vehicle).

B. A timetable and staffing plan.

C. A list of municipalities for which the applicant has completed similar services during last three (3) years, including at least three references.

D. A description of the applicant’s program used to identify and find unregistered vehicles within the city, including information regarding software and how the program is delivered through efforts to find unregistered vehicles.

E. A description of the applicant’s investigative efforts to be undertaken regarding each possible unregistered vehicles discovered including the process to determine if such vehicle is legitimately a City of Bridgeport taxable vehicle.

F. A description of how such vehicles shall be assessed and what process will be taken to notify vehicle owners of their tax and assessment liability.

G. A description of the applicant’s process for allowing taxpayer appeals, and how the applicant will conduct said review process with the Assessor.

H. A detailed description of how the respondent plans on implementing the program. This will include description of how the respondent will assist the City in the identification and investigation of motor vehicles that are registered or unregistered and which are owned or used by Bridgeport residents that are subject to local property taxes under the criteria established in the Connecticut General Statutes.

I. A description of any proposed public relations efforts in relation to this program.

J. The Applicant shall submit a proposed draft Contract to represent the terms of this RFP and program in compliance with the provisions of this RFP.

K. The Contractor will assist the City in the identification and investigation of motor vehicles that are registered or unregistered and which are owned or used by Bridgeport residents that are subject to local property taxes under the criteria established in the Connecticut

General Statutes. The Contractor will perform the following services:

o Gather the appropriate data relevant to the overall process o Manage the process used to screen the data gathered o As part of the process to determine all potential vehicles that may be unregistered in the City, the Contractor will be required to perform a minimum of the following tasks:

1. Collect, investigate and develop sufficient data and evidence of a prima facie case for each vehicle, subject to the Assessor’s criterion established prior to the commencement of the program

2. Compile such information in a database for the Assessor to review

3. Prepare letters to the potential taxpayer on behalf of the Assessor

4. Receive all correspondence from the potential taxpayers and provide explanation of the tax laws that apply in each case.

5. Provide Assessor with all necessary data needed to prepare a Certificate of

Correction once it has been determined that property should be assessed in a format consistent with automatic import into current Administrative Software Provider

Quality Data Service.

6. Provide investigative support at all levels of the process

7. Rely upon the Assessor to make determinations of whether certain categories of vehicles are reviewable and assessable, such as categories of student vehicles, commercial vehicles

8. Work with the Assessor to determine the methodologies for sending staff out to investigate and to seek out unregistered vehicles throughout the city. Determine timelines and staffing for such work with the Assessor.

9. As the custodian of the investigative files developed with respect to any property or its owner, the contractor must preserve and maintain all files in conformance with

Contractual obligations with the City and applicable State or Federal laws or regulations.

The Proposal must address each of the items as set forth in this Request for Proposal. Any

Proposal that does not respond to each issue in the Request for Proposals may be rejected by the

City as non-responsive.

In addition to addressing each of the items in the specifications, the respondent must submit

Letter of Transmittal signed by the individual authorized to negotiate for and Contractually bind the respondent, stating that the offer is effective for at least six months (6) months from the deadline for the submission of Proposals.

2.2. Information regarding this State laws regarding Motor Vehicle Assessments:

The City is undertaking an investigative program to discover and assess Motor Vehicles that are not registered in the City of Bridgeport pursuant to State Statutes (see below):

• §12-71(f) (1) Property subject to taxation under this chapter shall include each registered and unregistered motor vehicle and snowmobile that, in the normal course of operation, most frequently leaves from and returns to or remains in a town in this state, and any other motor vehicle or snowmobile located in a town in this state, which motor vehicle or snowmobile is not used or is not capable of being used.

• §12-71(f) (2) Any motor vehicle or snowmobile registered in this state subject to taxation in accordance with the provisions of this subsection shall be set in the list of the town where such vehicle in the normal course of operation most frequently leaves from and returns to or in which it remains. It shall be presumed that any such motor vehicle or snowmobile most frequently leaves from and returns to or remains in the town in which the owner of such vehicle resides, unless a provision of this subsection otherwise expressly provides. As used in this subsection, “the town in which the owner of such vehicle resides” means the town in this state where (A) the owner, if an individual, has established a legal residence consisting of a true, fixed and permanent home to which such individual intends to return after any absence, or (B) the owner, if a company, corporation, limited liability company, partnership, firm or any other type of public or private organization, association or society, has an established site for conducting the purposes for which it was created. In the event such an entity resides in more than one town in this state, it shall be subject to taxation by each such town with respect to any registered or unregistered motor vehicle or snowmobile that most frequently leaves from and returns to or remains in such town.

• §12-71(f) (3) Any motor vehicle owned by a nonresident of this state shall be set in the list of the town where such vehicle in the normal course of operation most frequently leaves from and returns to or in which it remains. If such vehicle in the normal course of operation most frequently leaves from and returns to or remains in more than one town, it shall be set in the list of the town in which such vehicle is located for the three or more months preceding the assessment day in any year, except that, if such vehicle is located in more than one town for three or more months preceding the assessment day in any year, it shall be set in the list of the town where it is located for the three months or more in such year nearest to such assessment day. In the event a motor vehicle owned by a nonresident is not located in any town for three or more of the months preceding the assessment day in any year, such vehicle shall be set in the list of the town where such vehicle is located on such assessment day.

• §12-71b(g) Any motor vehicle which is not registered in this state shall be subject to property tax in this state if such motor vehicle in the normal course of operation most frequently leaves from and returns to or remains in one or more points within this state, and such motor vehicle shall be subject to such property tax in the town within which such motor vehicle in the normal course of operation most frequently leaves from and returns to or remains, provided when the owner of such motor vehicle is a resident in any town in the state, it shall be presumed that such motor vehicle most frequently leaves from and returns to or remains in such town unless evidence, satisfactory to the assessor in such town, is submitted to the contrary.

2.3. Qualification Expectations

Eligible respondents must be able to demonstrate the following:

2.2.1 Demonstrated experience with similar projects. To be qualified, the proposed project awardee for this project must have recently and successfully completed recent projects with similar scope and complexity and shall provide references for those projects.

2.2.2 Demonstrated experience with municipalities comparable to the City of

Bridgeport. Any additional information which demonstrates the respondent’s ability to perform the required work not already mentioned herein, must be provided.

2.2.3 Assigned Staff and office support must have the necessary experience, organization, and professional skills and facilities to successfully perform the required services described in the scope of work in this RFP. Description of the firm’s composition with identification of roles of all anticipated employees and/or subcontractors, if any. Resumes of key personnel are required for all key personnel.

2.2.4 No pending criminal litigation or criminal charges against the firm, Principal

Owners, Partners, Corporate Officers, or management Personnel.

2.4. Key Deliverables

The City of Bridgeport must provide a list of key deliverables i.e. transparent & “reliable” fees, superior customer service & responsiveness, demonstrated commitment to innovation and continuous improvement.

2.5. Capability

Detail the requirements, including standards or protocols that must be followed or adhered to and any other specific requirements or technologies that need to be used.

2.6. Schedule, Timeline, and Milestone Tracking

The project timeline should be outlined here. Key milestones, including start date, major dates, and any associated milestone payment schedules, including a project completion date, should be inserted here. In the context of a project timeline, requiring milestone payments are considered project specific, and may not apply to all projects.

2.7. Pricing

All pricing must be valid for no less than one hundred and twenty (120) days from the RFP opening date. Services and materials for this project are exempt from State of Connecticut sales tax.

2.8. Payment Terms

Payment terms are Net 45 Days.

3. Submission Guidelines

3.1. Contacting the City of Bridgeport

The exclusive means by which all prospective respondents may obtain RFP packages, direct inquires, request and receive addenda and supplemental information, and submit proposals shall be through the City of Bridgeport’s bidding platform.

The City of Bridgeport has made it possible for vendors to view our solicitations, download bid packages and ask questions, free of charge.

Instructions to do so are as follows:

1. Go to https://procurement.opengov.com/portal/bridgeportct

2. Click on any bid you see. It will take you to that bid’s page.

3. On the right-hand side of the page, click on Register now for free!

4. After you register, you'll be able to view/download or ask questions on any bid you have interest in.

If you have any trouble registering, please contact OpenGov using the chat feature or send an email to procurement-support@opengov.com https://procurement.opengov.com/portal/bridgeportct mailto:procurement-support@opengov.com

Addenda Notification: Respondents are required to register on OpenGov. Once the respondent has completed registration, they will receive addenda notifications in their email. Ultimately, it is the sole responsibility of each respondent to periodically check the site for any addenda.

3.2. Electronic Submission Instructions

THIS METHOD IS PREFERRED.

Submissions are encouraged to be made electronically through the OpenGov site at https://procurement.opengov.com/portal/bridgeportct no later than 2:00 pm on Tuesday, December 17, 2024.

Questions and Answers: It is the responsibility of each firm to inquire about additional information or clarification as to any aspect of the RFP or the Project by submitting questions. The City of Bridgeport will receive questions until Wednesday, December 11, 2024 at 4:00 pm Eastern Standard Time (EST) and will promptly provide answers to such questions no later than Thursday, December 12, 2024 at 4:00 pm by publishing them on the Procurement

Portal and the All firms are obligated to become familiar with such questions and answers and to submit or revise their proposals accordingly. The City of Bridgeport assumes no responsibility for a firm’s failure to read questions or answers and to revise their responses accordingly.

Late Submissions: City will not assume responsibility if a submission is misdirected, or its delivery is delayed. It shall be the sole responsibility of the submitter to pay for any type of delivery service charge, and to see that the Office of the Purchasing Agent receives his/her submission on time. The clock used shall be the Purchasing Agent’s official date and time stamp clock. The City does not assume financial responsibility for late deliveries by the U.S. Postal

System or any other delivery service.

Expenses: The City shall not be responsible for and/or shall not pay any costs associated with the preparation, submission, or presentation of any submission, or costs incurred by the responding firms during the interview and negotiations phase of the solicitation process

Information and Materials: Any information or materials submitted to this RFP shall become the property of the City of Bridgeport and will not be returned. All submitted materials will be available for public review.

Dates: Please keep in mind dates are estimates only and are subject to change.

3.3. Paper Submission Instructions

Submissions may also be made as follows:

ONE (1) ORIGINAL, THREE (3) COPIES AND ONE (1) ELECTRONIC VIA

THUMBDRIVE MUST BE SUBMITTED.

Sealed submissions must be received and time-stamped by the Department of Public Purchases prior to RFP closing time. No submission received after closing time will be considered. The opening will be in the City of Bridgeport Department of Public Purchases’ Conference Room. To https://procurement.opengov.com/portal/bridgeportct ensure proper handling and avoid misdirected delivery, please mark your RFP envelope as follows:

FNX02325C-Assessor's Motor Vehicle Registration Investigation Program

Send your submissions to:

Pedro Silva City of Bridgeport Department of Public Purchases 2nd floor, 999 Broad Street Bridgeport, CT 06604

RFP submissions are due:

Tuesday, December 17, 2024 at 2:00 pm Eastern Standard Time (EST)

3.4. Timeline

Release Project Date: November 22, 2024

Question Submission Deadline: December 11, 2024, 4:00pm

Question Response Deadline: December 12, 2024, 4:00pm

Response Submission Deadline: December 17, 2024, 2:00pm

4. Evaluations

Selection of the successful proposal will be based upon submission of proposals meeting the evaluation criteria shown in the Evaluation Criteria Section. Proposal evaluations will be based on a points scale, using the Evaluation Criteria listed.

As part of the evaluation process, the City may ask questions of a clarifying nature from Offerors as required. The City may also request an oral presentation to explain the proposal and answer questions.

The City Reserves the right to cancel this RFP at any time or reject an or all proposals received as a result of this RFP if it is in the best interest of the City. The City reserves the right to waive any informality in any proposal.

A final Contract shall be issued based upon this RFP, and such Contract must be approved by the

Bridgeport City Council for this program to ultimately be approved. Should the program not be approved by City Council, this RFP shall be deemed null and void.

5. Evaluation Criteria

Proposals will be evaluated utilizing an evaluation matrix based on a City Selection Committee’s project specific or weighted criterion. Typical decision criteria are listed in the chart below. The decision criteria in the chart below are for demonstration purposes, only. The decision criteria can vary based on project scope or request for proposal (RFP) type.

No. Evaluation Criteria Scoring Method Weight (Points)

1. Comprehensiveness of Program Proposed to

Meet the City’s Goal

Reference Scope of Work Section

Points Based 30 (30% of Total)

2. Experience of the Vendor Respondent

Reference Scope of Work Section

Points Based 25 (25% of Total)

3. Quality of the Vendor Respondent Team

Reference Scope of Work Section

Points Based 10 (10% of Total)

4. Price of the Program Proposed

Reference Scope of Work Section

Points Based 25 (25% of Total)

5. MBE Credit

Reference Introduction Section

Points Based 10 (10% of Total)

6. Selection Process

The City Selection Committee will review the responses to compliance with the required documentation to determine responsiveness. MBE firms, or firms that form a joint venture with non-MBE prime, and who are entitled to Evaluation Credits pursuant to City ordinance, will be determined and evaluation credits will be issued for purposes of selection.

The City Selection Committee, comprised of key internal stakeholders, will review, evaluate proposals, and score them and rank the responses on a 100-point scale with any evaluation credits awarded. Upon completion of the evaluation and scoring, the City Selection Committee may conduct post-evaluation interviews with the most qualified suppliers prior to a final decision. The City of Bridgeport reserves the right to reject any or all submissions and cancel this request for proposal (RFP), without liability.

Provide a timeline for when a decision will be made and the process for how suppliers will be notified.

The submissions will be reviewed by a Selection Committee comprised of 3 people within the City of Bridgeport. The selection committee will be evaluating the factors described in the specifications of this RFP.

• Director of Finance

• City Assessor

• City Assistant Assessor

7. Terms and Conditions

7.1. Terms and Conditions

Contractual terms and conditions are included in Attachment A of this RFP.

7.2. Payment Terms

Payment terms are Net 45 Days.

7.3. Warranty and Support

The Contractor shall perform the services set forth under this RFP and a subsequent Contract to be approved and signed in a satisfactory manner, as reasonably determined by the City. The

Contractor warrants that it will perform services under this RFP in good faith, with qualified personnel in a competent and workmanlike manner. The Contractor shall make such revisions or modifications to its work, at its own expense, as may be required by the City. However, the

Contractor shall not be required to make revisions at its sole cost and expense where the revisions are based upon considerations outside the scope of services initially given to the

Contractor, herein.

• The Contractor shall perform its obligations under this RFP, if selected, and conduct its investigation impartially without regard for the race, color, national original, religion, ethnicity, gender or immigration status of any potential taxpayer.

• All Reports and Documents prepared by the Contractor under the final Contract shall be submitted to the City for review and approval. The City shall review and respond to materials submitted by the Contractor within thirty (30) days.

• In performing the Services required under this RFP, if selected, the Contractor shall consult with the Assessor’s Office and shall meet as appropriate with other City officials and with other persons or entities as necessary including any state and federal officials.

CONTRACT STANDARDS

The City expects certain Contract provisions, as indicated below, which may become mandatory terms of the City’s Contract with the successful proposer. If a proposer is unwilling or unable to meet any of these terms below, the proposer must disclose that inability or unwillingness on its

Proposal form. These provisions may be modified by the City in its sole discretion upon execution of a Contract. To the extent that there is a conflict between the provisions of this RFP and any Contract, the provisions of the Contract shall control. Upon award, a final Contract will be provided to the successful proposer.

OBLIGATIONS OF THE CITY

• The City will provide the Contractor with all available documents, data, and other materials appropriate to the services to be performed, and will endeavor to secure materials or information from other sources requested by the Contractor for the purpose of carrying out services under this RFP including but not limited to Connecticut Motor

Vehicle Registration information.

• The City agrees to use its best effort to process all Certificates of Correction within ninety (90) days of receipt from the Contractor.

7.4. Openness of Procurement Process

Written responses, other discussions, correspondence, and all other pertinent records shall be handled as public records in compliance with State and Federal open records statutes and regulations.

7.5. Errors and Omissions

Once a response is submitted, the City of Bridgeport may consider requests by any contractor to correct errors or omissions but shall retain sole discretionary authority to determine the outcome of such a request.

7.6. Collusion

By offering a response to this RFP the suppler certifies that no attempt has been made or will be made by the consultant to induce any other person or firm to submit or not to submit a proposal for the purpose of restricting competition. All persons interested in this project, principal or principals being named therein, and no other person have an interest in this project or in the

Agreement which they may participate in. No person or agency has been employed or retained to solicit or secure this Agreement upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, excepting legitimate employees or established commercial agencies maintained by the consultant for the purpose of doing business. All firms interested in this project (including the firm's employees, representatives, agents, lobbyists attorneys and subconsultants) will refrain, under penalty of disqualification, from direct or indirect contact for the purpose of influencing the selection or creating bias in the selection process with any person who may play a part in the selection process, including the evaluation panel and other administrative staff. The policy is intended to create a level playing field for all potential firms; assure that contract decisions are made in public and to protect the integrity of the selection process.

7.7. Suspension and Debarment

The City will not participate in contracts with parties that have been debarred, suspended or excluded from Federal assistance programs per 2 CFR part 180 and part 1532 and 40 CFR part

31.35. Further, the respondent is required to verify that the respondent, or its principals, as defined at 49 CFR 19.995, or affiliates, as defined at 49 CFR 29.905, are excluded or disqualified as defined at 49 CFR 29.40 and 29.945

The respondent is required to comply with 49 CFR 29, Subpart C and must include the requirement to comply with 49 CFR 29, Subpart C in any lower tier covered transaction it participates in.

By signing and submitting its bid or proposal, the respondent or proposer certifies as follows:

The certification in this clause is a material representation of fact relied upon by the City if it is later determined that the respondent or proposer knowingly rendered an erroneous certification, in addition to remedies available to the City the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. The respondent or proposer agrees to comply with the requirements of 49 CFR 29, Subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The respondent or proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions.

7.8. Contract & Insurance Requirements

The attached Professional Services Agreement with insurance rider, Exhibit A and Exhibit B, will govern the successful vendors engagement.

Any proposed modification to the agreement must be submitted with a proposal package. Note that proposed modifications may be taken into account when determining the best interest of the

City during the evaluation process. The decision to accept any modifications will be at the sole discretion of the City.

7.9. City of Bridgeport Reservation of Rights

This solicitation is for a “Request for Proposal (RFP) only”. This request for proposal is not to be construed as a specific proposal or an offer to buy any products or services. Notwithstanding anything else herein to the contrary, the City expressly reserves all rights in its sole discretion and in the best interests of the City at any time prior to the selection of a preferred respondent and participating in a final contract, without any liability therefore, to:

• Modify any dates or other terms of the RFP upon posting notice,

• Waive any informality or non-material deficiencies in submissions,

• The consultant misstates or conceals any material fact in the proposal,

• Reject any and/or all proposals,

• Withdraw the RFP,

• Decline to select qualified vendors from the respondents to the RFP,

• Select one, more than one, or no respondents

• Not liable to any Respondent for damages of any type however arising.

8. Pricing Proposal

There shall be NO charge of any kind billed to the City or other costs billed or charged to the

City under the Contract associated with this program. The Respondent shall be responsible to incur and pay all their costs to deliver this program.

Line Item Description Quantity Unit of

Measure Fee as % or

Total

Required This RFP response proposes the following fee percentage to be retained by the Contractor Respondent solely from the taxes collected and received per newly registered vehicle:

a. Percentage of revenue retained by

Respondent Contractor from taxes collected and received by the City per vehicle registered (% of vehicle taxes kept by the Respondent)

1 Fee % per vehicle retained from taxes collected:

Optional additional

Fee Proposal, if desired:

b.Maximum dollar ($) fee amount retained by Respondent Contractor per vehicle registered and taxed (solely if fee % per vehicle is calculated above this maximum fee).

1 Maximum $

Fee per vehicle retained from taxes collected:

9. Required Response Format

9.1. Executive Summary

The executive summary should include an introduction, a summary of the proposal, an understanding of requirements, and the value proposition.

9.2. Company Profile

A company overview should be provided, along with experience and expertise, certifications and accreditations, and key personnel assigned to the project including resumes. All personnel in responsible charge of the project will be required to process and maintain valid professional licenses and certifications for the State of Connecticut.

9.3. Case Studies | Comparable Projects

Prove demonstrated experience with similar projects. To be qualified, the proposed project awardee for this project must have recently and successfully completed recent projects with similar scope and complexity and shall provide references for those projects.

Provide demonstrated experience with municipalities comparable to the City of Bridgeport. Any additional information which demonstrates the respondent’s ability to perform the required work not already mentioned herein, must be provided.

9.4. Solution Proposal

See Section 8 for requirements on the pricing proposal.

9.5. Financial Proposal

A cost breakdown including payment terms and cost justification should be provided.

9.6. Management Proposal

An organizational structure along with roles and responsibilities should be provided. Additionally, a communication strategy should be provided along with a project and quality assurance plan. Finally, responses shall clearly indicate the legal name, address, telephone number, and email address of the respondent and shall indicate whether the respondent is a corporation, general partnership, individual or other business entity.

9.7. Compliance and Legal

Please refer to Scope of Work and Appendices A & B

9.8. References

Please provide three (3) client references applicable to your value proposition.

10. Vendor Questionnaire

1. No Conflicts/Disclosure Form (Signed and notarized)*

Every business or individual that is issued a notice of intent to award pursuant to the city’s purchasing ordinance (section 3.08.070, as amended), must fully and accurately complete this disclosure form. If there is insufficient space for any answer, attach additional sheets.

No Conflicts/Disclosure Form are included in Attachment B of this RFP.

*Response required

2. Certificate of Insurance

Please upload most current Certification of Insurance meeting the specifications of this bid.

Reference Appendix A

"The Certificate of Insurance (COI) can be submitted prior to the execution of the agreement."

3. Bid Proposal Documents*

Please upload your proposal here. Reference Required Response Format and Scope of Work

Section

*Response required

11. Appendix A

Professional Services Insurance Rider

As a provider of Professional Services, the Consultant shall provide and maintain insurance coverage related to its services in connection with the Project in compliance with the following requirements.

The insurance required shall be written for not less than the scope and limits of insurance specified hereunder, or required by applicable federal, state and/or municipal law, regulation or requirement, whichever coverage requirement is greater. It is agreed and understood that the scope and limits of insurance specified hereunder are minimum requirements and shall in no way limit or preclude the City from requiring additional limits and coverage to be provided under the

Consultant's policies.

The insurance obligations under this agreement shall be (1) all the insurance coverage and/or limits carried by or available to the Consultant; or (2) the minimum insurance coverage requirements and/or limits shown in this agreement, whichever is greater.

Minimum Scope and Limits of Insurance:

Workers' Compensation: With respect to all operations the Consultant performs, it shall carry workers' compensation insurance in accordance with the requirements of the laws of the State of

Connecticut, and Employer's Liability limits of One Hundred Thousand Dollars ($100,000) coverage for each accident, One Hundred Thousand Dollars ($100,000) coverage for each employee by disease, Five Hundred Thousand Dollars ($500,000) policy limit coverage for disease.

Commercial General Liability: With respect to all operations the Consultant performs it shall carry Commercial General Liability insurance providing for a total limit of One Million Dollars

($1,000,000) coverage per occurrence for all damages arising out of bodily injury, personal injury, property damage, products/completed operations, and contractual liability coverage for the indemnification obligations arising under this Agreement. The Annual Aggregate limit shall not be less than Two Million Dollars ($2,000,000).

Automobile Liability: With respect to each owned, non-owned, or hired vehicles the

Consultant shall carry Automobile Liability insurance providing One Million Dollars

($1,000,000) coverage per accident for bodily injury and property damage.

Professional Liability: The Consultant shall provide Professional Liability Insurance covering errors and omissions. Such insurance shall be in an amount no less than $1,000,000 for each claim and $1,000,000 Aggregate. Such insurance coverage shall remain in place for seven years after City’s acceptance of Consultant’s work, and if Consultant’s insurance coverage is written on a “claims made” basis, such seven-year requirement can be satisfied through a combination of an extended reporting period and tail coverage.

Acceptability of Insurers: The Consultant's policies shall be written by insurance companies licensed to do business in the State of Connecticut, with an AM Best rating of A-VII, or better. Additionally, all carriers are subject to approval by the City of Bridgeport.

Subcontractors: The Consultant shall require all subcontractors to provide the same "minimum scope and limits of insurance" as required herein. All Certificates of Insurance shall be provided to the City's Office of the City Attorney and to the City’s Purchasing Department required herein

Deductibles and Self-Insured Retentions: Any deductible or self-insured retention must be declared to and approved by the city. All deductibles or self-insured retentions are the sole responsibility of the Consultant to pay and/or to indemnify.

Notice of Cancellation or Nonrenewal: Each insurance policy required shall be endorsed to state that coverage shall not be suspended, voided, cancelled, or reduced in coverage or in limits before the expiration date except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City. Notwithstanding this requirement, the

Consultant is primarily responsible for providing such written notice to the City thirty (30) days prior to any policy change or cancellation that would result in a change of the amount or type of coverage provided. In the event of any such change the Consultant shall provide comparable substitute coverage so that there is no lapse in applicable coverage or reduction in the amount of coverage available to the City related to the Consultant’s Services.

Waiver of Governmental Immunity: Unless requested otherwise by the City, the Consultant and its insurer shall waive governmental immunity as defense and shall not use the defense of governmental immunity in the adjustment of claims or in the defense of any suit brought against the City.

Additional Insured: The liability insurance coverage, (excluding Workers' Compensation &

Professional Liability, if included) required for the performance of the Services shall include the

City as an Additional Insured with respect to the Consultant's activities to be performed under this Agreement. Consultant’s insurance shall be primary and shall not seek contribution from any other insurance carried by the additional insured in the payment of a claim.

Waiver of Subrogation: Consultant hereby waives the right to subrogate or seek recovery from

City of Bridgeport and its insurance carriers. This waiver of subrogation does not apply to

Professional Liability coverage.

Certificate of Insurance: Prior to the commencement of services under this Contract, the

Consultant shall furnish Certificate(s) of Insurance to the City. The Certificate(s) will specify all parties who are endorsed on the policy as Additional Insureds (or Loss Payees). The Certificates and endorsements for each insurance policy are to be signed by a person authorized by the insurer to bind coverage on its behalf. Renewals of expiring Certificates shall be provided prior to expiration but no more than fifteen (15) days after policy renewal.

Certificates shall designate the City in the following form and manner:

“City of Bridgeport, its elected officials, officers, department heads, employees, agents, servants, successors and assigns ATIMA Margaret E. Morton Government Center 999 Broad Street, 2nd Floor Bridgeport, Connecticut 06604”

All insurance documents required should be mailed to the Office of the City Attorney 999 Broad

Street 2nd Floor Bridgeport, Connecticut 06604.

Waiver of requirements: The City Attorney may vary these insurance requirements at her sole discretion if it determines that the City's interests will be adequately protected by the provision of different types or other amounts of coverage.

12. Appendix B

Please see Attachment A - City of Bridgeport Contractor Agreement.