Attachment_4_-_Written_Proposal_Template.pdf

P-690 (03-24): Attachment 4 i Sourcing Event 0000012126 Written Proposal Template 9/30/2026

Sourcing Event 0000012126 Attachment 4

Written Proposal Template Instruction to Proposers Proposer shall use this document as a template on which to provide their Written Proposal responses. Proposers may not leave responses to questions blank and may not respond to questions with “To be provided upon request,” “To be determined,” or the like. Proposals that fail to address each of the requested items in this document in a sufficient and complete manner may be deemed Non-Responsive and/or receive zero points.

In order to receive the maximum amount of points, please be sure to follow this format and thoroughly (but concisely) address each section. Indicate clearly where supplemental documents are being provided.

Submission of a proposal will constitute a representation by your firm that your firm is willing and able to perform the commitments contained in the proposal.

All documents submitted in response to this Solicitation are subject to public disclosure. Therefore, please exclude or otherwise identify confidential or proprietary information, as appropriate.

*Instructions provided in blue may be deleted. Please complete your response in the template provided, and indicate clearly where separate documents are provided.

P-690 (3-24): Attachment 4 1 Sourcing Event 0000012126 Written Proposal Template 9/30/2026

In addition to submitting documents supporting each Minimum Qualification as required by this Solicitation, Proposers shall also submit a complete Proposal consisting of each item set in Attachment 4, Written Proposal Template. The content of all Proposals must consist of the information specified below, in the order outlined below, in order to be deemed responsive.

A. Executive Summary

1. Proposer Information

i. Company Name:

ii. Company Address:

iii. Location of Office to Perform Services under this RFP:

2. RFP Contact

Clearly identify the person that will serve as the overall RFP contact.

i. Name:

ii. Title:

iii. Email:

iv. Phone:

v. Address:

3. Business Profile

Provide a brief description of the Proposer’s size and organization structure, including:

i. Proposer Firm Ownership and History:

Briefly describe your organization, including history, organizational structure, ownership structure, and names of principals. Include any information that may be of value to the City in evaluating your proposal.

ii. Number of years in business: __________________

iii. Total Staff Size: __________________

iv. Pending Litigation:

A listing and description of any lawsuit resulting from (a) any public project undertaken by the Proposer or by its subcontractors where litigation is still pending or has occurred within the last five years or (b) any type of project where claims or settlements were paid by the Proposer or its insurers within the last five years.

v. Financials:

Proposer’s financial stability, capacity and resources supported by two (2) most recent annual financial statements by which City can analyze Proposer’s financial resources. If financial statements are unavailable due to confidentiality reasons, submit recent Dun & Bradstreet reports. Include all lines of credits the City should consider in its analysis.

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4. Project Team

i. Team Members. Provide an overview of the project team, including roles, responsibilities, qualifications, and resumes for all key staff to demonstrate the team’s ability to successfully perform the scope of services.

ii. Team Organization Chart. Attach an Organizational Chart that illustrates the team structure (include the integration/interaction with City project team staff). Note the Proposer name and title/role for each team member.

B. Qualifications

1. Qualifications Summary

Proposer must demonstrate corporate qualifications, commitment, strength, and technical capabilities to fulfill all services specified and required to successfully accomplish the work.

1. Proposer must have a minimum of three (3) years of experience within the last five (5) years conducting education and outreach to immigrant and low income communities.

For proposers utilizing subcontractors, this qualification applies only to the lead agency.

Yes No

2. Proposer must have at least one (1) year of experience within the last three (3) years providing one on one consultations related to employment and/or workers’ rights under San Francisco and California labor laws.

Yes No

3. Proposed project staff, including employees of the Proposer and any subcontractors, must demonstrate the capacity to conduct outreach and consultations in at least three languages: Spanish, Mandarin/Cantonese, and Filipino.

Yes No

2. Past Projects

Provide information on a minimum of two (2), maximum of three (3) successfully completed community-based education and outreach initiatives in San Francisco and/or in the State of California.

Select the projects that best demonstrate the Proposer’s ability to perform the services described in the RFP Scope of Work. Projects or initiatives should reflect the Proposer’s experience delivering outreach to workers and employers, providing one‑on‑one workers’ rights consultations and referrals, conducting media or public awareness campaigns related to labor rights, building capacity through train‑the‑trainer or similar programs, assisting workers in navigating or resolving labor violations, and developing culturally relevant outreach materials adaptable across multiple formats.

P-690 (3-24): Attachment 4 3 Sourcing Event 0000012126

Projects must have been completed within the last five (5) years, and should, to the extent possible, demonstrate experience engaging with diverse communities, particularly those connected to domestic work such as childcare, homecare / non‑medical caregiving, housecleaning and/or other in‑home services. Feel free to add one additional project to the template. Failure to provide information on at least two prior projects will result in a lower evaluation score.

PROJECT 1

Project Project Name

Target Communities

Lead Staff

Timeline Month/Year to Month/Year; Length of project beginning to end

Consultant Lead(s) Staff Lead Name(s) – same as lead proposed to City?

Fee / Budget $00,000.00

Project Background Include background information regarding the client and/or program, as applicable. What were the project goals and desired outcomes?

Insert Response Here.

Project Scope What were the project tasks your organization completed? Provide sufficient information to give the City insight into the size/complexity and scope of the project.

Project Approach How did you approach the project? What methodologies were used, and how did those address the project goals? Describe any challenges you may have faced, including strategies you used to address them.

Project Staffing Identify each key person on the project team with titles and roles and hourly rate, including all subcontractors. Include brief narrative descriptions of the responsibilities each person had on the project.

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Involvement of Client and/or Stakeholders Discuss how client and any stakeholders were involved in project, major opportunities for input, client staff contributions, etc.

Project Outcomes What, if any, measurable service deliverables or outcomes can be attributed to your services? Examples include but are not limited to the amount of cost savings as a result of services provided, legislative or policy changes, organizational changes, or other measurable indicators of successful implementation of findings from your services.

PROJECT 2

Project Project Name

Target Communities

Lead Staff

Timeline Month/Year to Month/Year; Length of project beginning to end

Consultant Lead(s) Staff Lead Name(s) – same as lead proposed to City?

Fee / Budget $00,000.00

Project Background Include background information regarding the client and/or program, as applicable.

What were the project goals and desired outcomes?

Project Scope What were the project tasks your organization completed? Provide sufficient information to give the City insight into the size/complexity and scope of the project.

P-690 (3-24): Attachment 4 5 Sourcing Event 0000012126

Project Approach How did you approach the project? What methodologies were used, and how did those address the project goals? Describe any challenges you may have faced, including strategies you used to address them.

Project Staffing Identify each key person on the project team with titles and roles and hourly rate, including all subcontractors. Include brief narrative descriptions of the responsibilities each person had on the project.

Involvement of Client and/or Stakeholders Discuss how client and any stakeholders were involved in project, major opportunities for input, client staff contributions, etc.

Project Outcomes What, if any, measurable service deliverables or outcomes can be attributed to your services? Examples include but are not limited to the amount of cost savings as a result of services provided, legislative or policy changes, organizational changes, or other measurable indicators of successful implementation of findings from your services.

C. Approach and Methodology

1. Approach and Methodology

i. Describe your organization’s approach to implementing the Scope of Work, including strategies for identifying potential labor violations among domestic workers, conducting targeted outreach, providing worker consultations and referrals to OLSE, developing outreach materials, and delivering paid sick leave trainings. Include relevant information on when project activities will initiate and, if relevant, when they will be completed.

ii. How does your organization plan to effectively reach domestic workers and employers in San Francisco, including, but not limited to homecare aides, house cleaners, and childcare

P-690 (3-24): Attachment 4 6 Sourcing Event 0000012126 providers, and what specific strategies will you use to engage these communities through formal and informal systems? Please describe the outreach methods, engagement approaches, and any culturally relevant or community‑based practices that will support successful implementation of the required Scope of Work.

iii. Describe any other expertise or experience that provides your organization with a competitive edge or advantage.