Attachment_B_Firm_Experience.pdf

This is a Firm Experience Qualifications form for the City of Palo Alto's Community Development Block Grant (CDBG) Administration Services Request for Proposals (RFP #RFP196545). The solicitation was released on January 13, 2026, with proposal questions due by January 26, 2026, at 3:00 p.m., and final proposals due on February 18, 2026, at 3:00 p.m. The City of Palo Alto's Planning & Development Services Department seeks a qualified consultant to provide comprehensive professional services for administering the CDBG Program in Santa Clara County, California. Key deliverables include preparation of Annual Action Plans, Consolidated Annual Performance and Evaluation Reports (CAPER), Environmental Review Records (ERR), subrecipient monitoring, labor compliance oversight, and financial administration. The contract will cover fiscal years 2026-27 and 2027-28, encompassing two program years of administrative responsibilities. Potential contractors may be required to participate in oral interviews conducted by a selection committee.

Evaluation criteria are weighted across proposal quality (15%), proposed solution (15%), experience (25%), financial condition (5%), timely performance (5%), prior government performance (15%), service continuity (5%), and compliance (5%), with cost comprising only 10% of total evaluation scoring. Proposers must demonstrate extensive experience in CDBG program management and meet rigorous qualification standards, including providing financial documentation such as audited financial statements, reviewed statements, a letter of good standing, or a current Dun & Bradstreet Business Information Report. Contractors must carry comprehensive insurance, including Workers' Compensation, General Liability (minimum $1,000,000 per occurrence), Automobile Liability, and Professional Liability with errors and omissions coverage, issued by companies with an AM Best's Key Rating of A-:VII or higher and licensed in California, with the City named as an additional insured. The contract will be structured under a Not-To-Exceed Budget Per Task arrangement with progress payments based on project completion percentage.