Attachment_B_Firm_Experience.pdf

This is a Firm Experience Qualifications form, part of a Request for Proposals (RFP #RFP196545) issued by the City of Palo Alto's Planning & Development Services Department for Community Development Block Grant (CDBG) Program administration services in Santa Clara County, California. The solicitation seeks qualified consultants to provide comprehensive professional services including 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 RFP 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 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.

The procurement is structured under a Not-To-Exceed Budget Per Task arrangement with progress payments based on project completion percentage. Cost comprises only 10 percent of the total evaluation scoring, with evaluation criteria 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%). Proposers must demonstrate extensive experience in CDBG program management and provide financial documentation including 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 with a minimum of $1,000,000 per occurrence, Automobile Liability, and Professional Liability with errors and omissions coverage, with all policies issued by companies holding an AM Best's Key Rating of A-:VII or higher and licensed in California, and the City named as an additional insured.