Community_Development_Block_Grant_(CDBG)_Admin_Services_(Addendum_#2_Revision).pdf
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- Solicitation number
- RFP196545
- Issued by
- Santa Clara County, California
About this file
This is an Addendum #2 Revision to a Request for Proposals (RFP #RFP196545) issued by the City of Palo Alto's Planning & Development Services Department for Community Development Block Grant (CDBG) Administration Services. The City seeks a qualified consultant to provide comprehensive professional services for administering the HUD Community Development Block Grant Program, including preparation of Annual Action Plans for fiscal years 2026-27 and 2027-28, Consolidated Annual Performance and Evaluation Reports (CAPER), Environmental Review Records (ERR), subrecipient monitoring, labor compliance oversight, financial administration, and ongoing technical assistance. The RFP was released on January 13, 2026, with a question submission deadline of January 26, 2026, at 3:00 p.m., and a proposal submission deadline of February 20, 2026, at 3:00 p.m. Proposals must be submitted electronically through the City's OpenGov procurement system. The resulting contract will be structured as a Not-To-Exceed Budget Per Task arrangement covering two program years, with progress payments based on the percentage of project completion.
Pricing will be submitted separately in a designated cost proposal attachment, with hourly rates or scheduled rates permitted for additional services beyond the primary scope. The City does not pay for services before receipt and prohibits upfront payments or deposits. Financial stability documentation is required, with acceptable evidence including audited financial statements, reviewed financial statements for two years, a letter of good standing from a credible financial institution or certified public accountant, or a current Dun & Bradstreet Business Information Report. No specific contract value is stated in the solicitation. Proposers must obtain and maintain comprehensive insurance coverage, including Workers' Compensation, General Liability (minimum $1,000,000 per occurrence), Automobile Liability, and Professional Liability with errors and omissions coverage, with all policies issued by companies rated A-:VII or higher by AM Best, licensed in California, and naming the City as an additional insured. Evaluation criteria are weighted as follows: proposal quality (15%), proposed solution (15%), experience (25%), cost (10%), financial condition and stability (5%), timely performance (5%), prior government performance (15%), ability to provide ongoing services (5%), and compliance (5%). Selected proposers may be required to participate in oral interviews conducted by a selection committee.
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Text version
Planning & Development Services Department
Request for Proposals (RFP) #RFP196545 For
Community Development Block Grant (CDBG) Admin Services
Proposal Submittal Deadline:
Friday, February 20, 2026 BEFORE 3:00 pm
Procurement Contact:
Albert Lujan Contract Administrator albert.lujan@paloalto.gov
(650) 463-4954
CITY OF PALO ALTO
PURCHASING/CONTRACT ADMINISTRATION
250 HAMILTON AVENUE
PALO ALTO, CA 94301
(650) 329-2271
TABLE OF CONTENTS
1. Introduction
2. Pre-Proposal Conference and Certifications
3. Proposal Content and Format
4. Contract Type and Method of Payment
5. Scope of Work
6. Evaluation Criteria
7. Oral Interviews
8. Public Nature of Materials
9. Collusion
10. Disqualification
11. Non-Conforming Proposal
12. Gratuities
13. Firms or Persons Not Eligible to Submit A Proposal
14. Suspension and Debarment Status
15. Proposer Questionnaire
Attachments:
A - Attachment_A-Proposer_Information
B - Attachment B Firm_Experience
C - Attachment C Professional_Services_Agreement_Sample
D - Attachment-D Insurance_Requirement
E - Attachment_E_-_Cost_Proposal_CDBG_Admin
1. INTRODUCTION
The City of Palo Alto is seeking proposals from qualified firms to provide services for
CONSULTANT shall provide professional services for the City’s administration services for the United States Department of Housing and Urban Development's (HUD)
Community Development Block Grant (CDBG) Program. . The required services and performance conditions are described in the Scope of Work (or Services).
1.1. CONSULTANT shall provide professional services for the City’s administration services for the United States Department of Housing and Urban Development's (HUD) Community Development Block Grant (CDBG) Program.
CONSULTANT shall provide professional services for the City’s administration services for the United States Department of Housing and Urban Development's (HUD)
Community Development Block Grant (CDBG) Program.
1.2. Background
NO VALUE
1.3. Contact Information
Procurement Contact:
Albert Lujan
Contract Administrator albert.lujan@paloalto.gov
(650) 463-4954
Department:
Planning & Development Services
1.4. Timeline
Release Project Date: January 13, 2026
Question Submission Deadline: January 26, 2026, 3:00pm
Proposal Submission Deadline: February 20, 2026, 3:00pm
2. PRE-PROPOSAL CONFERENCE AND CERTIFICATIONS
Request for Proposal (RFP) #RFP196545 4
2.1. Examination of Proposal Documents
The submission of a proposal shall be deemed a representation and certification by the
Proposer that it:
• Has carefully read and fully understand the information that was provided by the
City to serve as the basis for submission of this proposal.
• Has the capability to successfully undertake and complete the responsibilities and obligations of the proposal being submitted.
• Represents that all information contained in the proposal is true and correct.
• Did not, in any way, collude, conspire to agree, directly or indirectly, with any person, firm, corporation or other Proposer in regard to the amount, terms or conditions of this proposal.
• Acknowledge that the City has the right to make any inquiry it deems appropriate to substantiate or supplement information supplied by Proposer, and Proposer hereby grants the City permission to make these inquiries, and to provide any and all related documentation in a timely manner.
2.2. Addenda / Clarifications
Should discrepancies or omissions be found in this RFP or should there be a need to clarify this RFP, questions or comments regarding this RFP must be submitted to the
Questions & Answers section of this project listing on OpenGov.
Correspondence shall be communicated through the City’s electronic procurement system. Responses from the City will be provided through the Questions & Answers section of OpenGov for this project and available to all. Inquiries received after the deadline for questions stated in the timeline will not be accepted. All addenda shall become a part of this RFP and shall be acknowledged on the Proposer’s submittal.
The City shall not be responsible for nor be bound by any oral instructions, interpretations or explanations issued by the City or its representatives.
2.3. Submission of Proposals
All proposals shall be submitted electronically through the City’s electronic procurement system (OpenGov) at: https://procurement.opengov.com/portal/palo-alto-ca
Proposals shall be in a submitted status no later than 3:00 pm on Friday, February 20, 2026.
The e-procurement system will not accept any proposals after the specified close time.
https://procurement.opengov.com/portal/palo-alto-ca
Request for Proposal (RFP) #RFP196545 5
2.4. Withdrawal or Modification of Proposals
A Proposer may withdraw or modify its proposal at any time before the expiration of the time for submission of proposals as provided in the RFP by entering the project on
OpenGov and selecting to "unsubmit" the proposal. Proposal must be resubmitted after using the "unsubmit" button and making any updates or modifications to the submittal or it shall not be considered as a valid submittal. No request for modification of the proposal shall be considered after its submission and acceptance on grounds that Proposer was not fully informed to any fact or condition.
2.5. Rights of the City of Palo Alto
This RFP does not commit the City to enter into a contract, nor does it obligate the City to pay for any costs incurred in preparation and submission of proposals or in anticipation of a contract. The City reserves the right to:
• Make the selection based on its sole discretion
• Reject any and all proposals
• Issue subsequent Requests for Proposals
• Postpone opening for its own convenience
• Remedy technical errors in the Request for Proposals process
• Approve or disapprove the use of particular subconsultants
• Negotiate with any, all or none of the Proposers
• Accept other than the lowest offer
• Waive informalities and irregularities in the Proposals and/or
• Enter into an agreement with another Proposer in the event the originally selected
Proposer defaults or fails to execute an agreement with the City
An agreement shall not be binding on the City unless and until it is executed by authorized representatives of the City and of the Proposer.
3. PROPOSAL CONTENT AND FORMAT
These instructions outline the guidelines governing the format and content of the proposal and the approach to be used in its development and presentation. The intent of the RFP is to encourage responses that clearly communicate the Proposer’s understanding of the
City’s requirements and its approach to successfully provide the products and/or services on time and within budget. Only that information which is essential to an understanding and evaluation of the proposal should be submitted. Items not specifically and explicitly related to the RFP and proposal, e.g. brochures, marketing material, etc. will not be considered in the evaluation.
Request for Proposal (RFP) #RFP196545 6
All proposals shall address the following items in the order listed below and shall be numbered in the proposal document.
3.1. Proposal Summary
This Section of the Proposal shall discuss the highlights, key features and distinguishing points of the Proposal. A separate sheet shall include a list of individuals and contacts for this Proposal and how to communicate with them. Limit this Section to a total of three (3) pages including the separate sheet.
3.2. Profile on the Proposing Firm(s)
This Section of the Proposal shall include a brief description of the Proposer’s firm size as well as the proposed local organization structure. Include a discussion of the Proposer firm’s financial stability, capacity and resources. Include all other firms participating in the
Proposal, including similar information about the firms.
Additionally, this Section shall include a listing of any lawsuit or litigation and the result of that action 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 consultant or its insurers within the last five years.
3.3. Qualifications of the Firm(s)
This Section of the Proposal shall include a brief description of the Proposer’s and any sub-Proposer’s qualifications and previous experience on similar or related projects.
Separately complete and upload the required attachment provided as "Qualifications of
Firm Relative to City's Needs", provide descriptions of pertinent project experience with other public municipalities and private sector entities, including a summary of the work performed, the total project cost, the percentage of work the firm was responsible for, the period over which the work was completed, and the name, title, and phone number of clients to be contacted for references. Give a brief statement of the firm’s adherence to the schedule and budget for the project.
This Section of the Proposal shall include information regarding any relationships with firms and/or individuals that may submit proposals in response to the RFPs being developed.
3.4. Work Plan or Proposal
This Section of the Proposal shall present a well-conceived service plan. Include a full description of major tasks and subtasks. This section of the proposal shall establish that the Proposer understands the City’s objectives and work requirements and Proposer’s ability to satisfy those objectives and requirements. Succinctly describe the proposed approach for addressing the required services and the firm’s ability to meet the City’s schedule, outlining the approach that would be undertaken in providing the requested services.
Request for Proposal (RFP) #RFP196545 7
3.5. Proposed Innovations
The Proposer may also suggest technical or procedural innovations that have been used successfully on other engagements and which may provide the City with better service delivery. In this Section of the Proposal discuss any ideas, innovative approaches, or specific new concepts included in the Proposal that would provide benefit to the City.
3.6. Project Staffing
This Section of the Proposal shall discuss how the Proposer would propose to staff this project. Key project team members shall be identified by name, title and specific responsibilities on the project. An organizational chart for the project team and resumes for key Proposer personnel shall be included. Key personnel will be an important factor considered by the review committee. Changes in key personnel may be cause for rejection of the proposal.
3.7. Proposal Exceptions
This Section of the Proposal shall discuss any exceptions or requested changes that
Proposer has to the City’s RFP conditions, requirements and sample contract. If there are no exceptions noted, it is assumed the Proposer will accept all conditions and requirements identified in the “Sample Agreement for Services.” Items not excepted will not be open to later negotiation.
3.8. Proposal Costs and Rates
The fee information is relevant to a determination of whether the fee is fair and reasonable in light of the services to be provided. Provision of this information assists the City in determining the firm’s understanding of the project, and provides staff with tools to evaluate (and, if applicable, negotiate) the cost.
This Section of the Proposal shall include the proposed costs to provide the services desired. The proposal shall also detail any other relevant cost and price information (such as any change to the fees based on any options a proposer is able to offer), plus a proposed not-to-exceed amount that would be contained in a potential agreement with the City. The hourly rates or a schedule of rates may be used for pricing the cost of additional services outlined in the Scope of Services.
Supplementary to this RFP and any submitted Proposal is the Cost Proposal Attachment provided with this RFP which must be upload electronically as part of your Proposal.
PLEASE NOTE: The City of Palo Alto does not pay for services before it receives them. Therefore, do not propose contract terms that call for upfront payments or deposits.
3.9. Evidence of Financial Stability
Proposers are required to establish to the City’s satisfaction that they are financially stable and can complete the obligations of a contract resulting from this solicitation. To meet this
Request for Proposal (RFP) #RFP196545 8 requirement, Proposers shall submit one of the following items that must be prepared by an independent third party:
• The most recent audited financial statement
• Reviewed financial statements for the last two years
• A letter of good standing from a credible financial institution or a Certified Public
Accountant that contains sufficient information for proposal evaluators to reasonably conduct an objective assessment of the Proposer’s financial viability and/or the Proposer’s risk of default, OR
• A Dun & Bradstreet Business Information Report or Comprehensive Report prepared or updated within the last 12 months.
NOTE: The City recognizes the confidential nature of certain financial disclosures and will treat the information as such in accordance with applicable law, referenced in the Section of this RFP entitled "Public Nature of Materials".
4. CONTRACT TYPE AND METHOD OF PAYMENT
It is anticipated that the agreement resulting from this solicitation, if awarded, will be a
Not-To-Exceed Budget Per Task form of contract. A Sample Agreement of Services is provided as an Attachment to this RFP. The method of payment to the successful
Proposer shall be on a Not-To-Exceed Budget Per Task with a maximum “not to exceed” fee as set by the Proposer in the proposal or as negotiated between the Proposer and the City as being the maximum cost to perform all work. This figure shall include direct costs and overhead, such as, but limited to, transportation, communications, subsistence and materials and any subcontracted items of work. Progress payments will be based on a percentage of project completed.
Proposers shall be prepared to accept the terms and conditions of the Agreement, including Insurance Requirements. If a Proposer desires to take exception to the
Agreement, Proposer shall provide the following information in Proposal Exceptions of their submittal package. Please include the following:
• Proposer shall clearly identify each proposed change to the Agreement, including all relevant Attachments.
• Proposer shall furnish the reasons for, as well as specific recommendations, for alternative language.
The above factors will be taken into account in evaluating proposals. Proposals that take substantial exceptions to the proposed Agreement may be determined by the City, at its sole discretion, to be unacceptable and no longer considered for award.
Insurance Requirements
Request for Proposal (RFP) #RFP196545 9
The selected Proposer(s), at Proposer’s sole cost and expense and for the full term of the
Agreement or any extension thereof, shall obtain and maintain, at a minimum, all of the insurance requirements outlined in this RFP and its attachments.
All policies, endorsements, certificates and/or binders shall be subject to the approval of the Risk Manager of the City of Palo Alto as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the Risk Manager. The selected Proposer agrees to provide the City with a copy of said policies, certificates and/or endorsement upon award of contract.
5. SCOPE OF WORK
5.1. Community Development Block Grant (CDBG) Admin Services
CONSULTANT shall provide professional services for the City’s administration services for the United States Department of Housing and Urban Development's (HUD)
Community Development Block Grant (CDBG) Program.
Task 1 - Reporting
A. Prepare and submit the required program plans and certifications to HUD:
A. Annual Action Plan (including FY 2026-27 and FY 2027-28 plan preparation, Human Relations Commission compliance, IDIS submission).
B. CAPER (Consolidated Annual Performance and Evaluation Report-FY 25-26; FY
26-27).
C. Substantial Amendments, as needed, limited to one per program year.
B. Develop, implement, and administer eligible CDBG programs and activities.
C. Prepare and implement all public outreach programs and public participation (including public notice) under the CDBG program consistent with the
City’s Citizen Participation Plan (CPP).
D. Ensure compliance with the national objectives as required by HUD.
E. Prepare reports in a timely manner to meet HUD/CDBG mandated report submittal dates.
Task 2 - Environmental Review Record (ERR)
A. Review applications and projects for compliance with the National Environmental
Policy Act (NEPA)/CDBG Environmental Review Requirements
Request for Proposal (RFP) #RFP196545 10
B. ERR completion for activities approved for Program Years using HUD
Environmental Review Online System (HEROS): FY 2026-27 and FY 2027-28
A. Prepare documentation for environmental clearance as required for CDBG projects, including support documents such as completed checklist, technical studies, reference maps, letters from State Historic Preservation Officer (SHPO), and mailing receipts for categorical exemptions.
B. Prepare Categorical Exclusion Subject To (CEST) and Environmental
Assessments (EA).
C. Prepare all documents required by the CDBG Program for the City to receive the
Authority to Use Grant Funds (AUGF) from HUD.
Task 3 - Monitoring
A. Fully administer CDBG Entitlement Program.
B. Ensure labor compliance by ensuring public works/improvement projects using
CDBG funds comply with CDBG regulations and Section 3 requirements.
C. Ensure labor compliance through project schedule, bid process, pre & post award, employee interviews, and reviewing certified payrolls for compliance with labor standards and prevailing wages for various projects.
D. Coordination and outreach to internal staff to facilitate public improvement programs with Public Works and other City staff.
E. Conduct annual subrecipient programmatic and financial monitoring including: prepare monitoring letters, client file review, monitoring work sessions, technical assistance, follow-up monitoring needs and final monitoring report.
F. Ensure City file management by retaining and organizing City files and providing quarterly file management and annual record transfers.
G. Review bid documents and check for compliance with Section 3, Minority Business
Enterprise/ Small Business Enterprise/Women Business Enterprise
(MBE/SBE/WBE), Davis-Bacon, Form 4710, and other applicable HUD regulations for Capital Improvement Projects.
H. Consultant shall establish and maintain administrative files that shall be transmitted to the City at the end of the program year or upon request (i.e., fully executed funding agreements, quarterly reimbursement requests/reports, end of year reports, etc.).
I. Update the City’s CDBG policies and procedures as needed.
Request for Proposal (RFP) #RFP196545 11
Task 4 - Financial
A. Complete Subrecipient-Quarterly Reports and Invoice Review to ensure contract and HUD compliance, Annual Subrecipient-Contracts, Manuals/Policies
Updates, Monthly Budget, CDBG Drawdown Requests, Integrated Disbursement and Information System (IDIS) Management activity setup and accomplishments.
B. Assist City staff in maintaining information in IDIS.
C. Prepare monthly budgets and provide updates at weekly status meetings.
D. Review and input subrecipient accomplishments based on quarterly reports into
IDIS.
E. Assist with the preparation of drawdowns.
F. Provide general CDBG administrative services and subrecipient technical support.
G. Review and process invoices from program subrecipients.
H. Facilitate communication between the City and HUD.
I. Update federal regulations policy/procedure manuals, as necessary.
J. Provide the City with technical assistance regarding regulatory, program, financial compliance to federal laws.
K. Completion and submission of all financial and performance reports required by the program (e.g., monthly, quarterly, annual, close- out, etc.).
L. Prepare all CDBG drawdown requests and will ensure that the City receives participating expenditure reimbursements as expeditiously as possible.
Task 5 - Other Services
A. Complete Unplanned/Substantial Amendment ERR(s)
B. Act as the primary point of contact for the public and City staff for all CDBG program questions.
C. Maintain regular communications with the City’s HUD representative and attend check-in meetings as needed.
D. Prepare staff reports and presentations for public meetings related to the CDBG
Program.
Request for Proposal (RFP) #RFP196545 12
E. Attend all CDBG public meetings and provide presentations and respond to program questions at those public meetings.
F. Prepare all CDBG related ad language and submit to the newspaper; City will cover cost of advertising.
G. Assign one primary point-of-contact to work with City staff.
H. Respond to or acknowledge written and verbal inquiries from City staff or members of the public within 24 hours. This includes responses to regulatory, program compliance, and financial questions from City staff and subrecipients.
I. Provide regular updates to the CDBG web page in coordination with City staff.
J. Maintain a shared document for an on-going task list for program management that includes weekly status updates.
K. Meet with City staff for a weekly status check-in as needed.
L. Proactively provide streamlining and process improvement suggestions for administering the CDBG program.
M. Provide detailed monthly invoices noting which staff members are charging time and the associated tasks and respective hours.
6. EVALUATION CRITERIA
City staff will evaluate the responsive submittals provided based on the following criteria, at a minimum. Please Note: The Scoring Method and Points assigned to each criterion are not published on the RFP. The Scoring Methods and Points are applicable to the RFP.
No. Evaluation Criteria Scoring Method Weight (Points)
1. Quality of the Proposal (Required)
Quality and completeness of proposal
Points Based 15 (15% of Total)
2. Proposed Solution (Required)
Quality, performance and effectiveness of the solution, goods and/or services to be provided by the Proposer
Points Based 15 (15% of Total)
3. Experience (Required)
Consultant or contractor’s experience, including the experience of staff to be assigned to the project, with engagements of similar scope and complexity
Points Based 25 (25% of Total)
4. Cost (Required)
Proposed cost to the City
Reward Low Cost 10 (10% of Total)
Request for Proposal (RFP) #RFP196545 13
5. Financial Condition and Stability
(Required)
Consultant or contractor’s financial condition and stability
Points Based 5 (5% of Total)
6. Timely Performance (Required)
Consultant or contractor’s ability to perform the contract within the time specified
Points Based 5 (5% of Total)
7. Prior Record of Performance for
Government Agencies (Optional)
Consultant or contractor’s prior record of performance with the city or other local, county or state agency
Points Based 15 (15% of Total)
8. Ability to Provide Ongoing Services
(Optional)
Consultant or contractor’s ability to provide in the future any maintenance, repairs, parts and/or services
Points Based 5 (5% of Total)
9. Compliance (Required)
Consultant or contractor’s compliance with applicable laws, regulations, policies
(including city policies), guidelines and orders governing prior or existing contracts performed by the consultant or contractor
Points Based 5 (5% of Total)
7. ORAL INTERVIEWS
Proposers may be required to participate in an oral interview. The oral interview will be a panel comprised of members of the selection committee.
Proposers may only ask questions that are intended to clarify the questions that they are being asked to respond.
Each Proposer’s time slot for oral interviews will be determined randomly. Proposers who are selected shall make every effort to attend. If representatives of the City experience difficulty on the part of any Proposer in scheduling a time for the oral interview, it may result in disqualification from further consideration.
8. PUBLIC NATURE OF MATERIALS
Responses to this RFP become the exclusive property of the City of Palo Alto. At such time as the Administrative Services Department recommends to form to the City Manager or to the City Council, as applicable, all proposals received in response to this RFP becomes a matter of public record and shall be regarded as public records, with the exception of those elements in each proposal which are defined by the Proposer as
Request for Proposal (RFP) #RFP196545 14 business or trade secrets and plainly marked as “Confidential”, “Trade Secret”, or
“Proprietary”. The City shall not in any way be liable or responsible for the disclosure of any such proposal or portions thereof, if they are not plainly marked as “Confidential”, “Trade Secret”, or “Proprietary” or if disclosure is required under the Public Records Act.
Any proposal which contains language purporting to render all or significant portions of the proposal “Confidential”, “Trade Secret”, or “Proprietary” shall be regarded as non-responsive.
Although the California Public Records Act recognizes that certain confidential trade secret information may be protected from disclosure, the City of Palo Alto may not accept or approve that the information that a Proposer submits is a trade secret. If a request is made for information marked “Confidential”, “Trade Secret”, or “Proprietary”, the City shall provide the Proposer who submitted the information with reasonable notice to allow the
Proposer to seek protection from disclosure by a court of competent jurisdiction.
9. COLLUSION
By submitting a proposal, each Proposer represents and warrants that its proposal is genuine and not a sham or collusive or made in the interest of or on behalf of any person not named therein; that the Proposer has not directly induced or solicited any other person to submit a sham proposal or any other person to refrain from submitting a proposal; and that the Proposer has not in any manner sought collusion to secure any improper advantage over any other person submitting a proposal.
10. DISQUALIFICATION
Factors such as, but not limited to, any of the following may be considered just cause to disqualify a proposal without further consideration:
• Evidence of collusion, directly or indirectly, among Proposers in regard to the amount, terms or conditions of this proposal
• Any attempt to improperly influence any member of the evaluation team
• Existence of any lawsuit, unresolved contractual claim or dispute between
Proposer and the City
• Evidence of incorrect information submitted as part of the proposal
• Evidence of Proposer’s inability to successfully complete the responsibilities and obligation of the proposal
• Proposer’s default under any previous agreement with the City, which results in termination of the Agreement
11. NON-CONFORMING PROPOSAL
Request for Proposal (RFP) #RFP196545 15
A proposal shall be prepared and submitted in accordance with the provisions of these
RFP instructions and specifications. Any alteration, omission, addition, variance, or limitation of, from or to a proposal may be sufficient grounds for non-acceptance of the proposal, at the sole discretion of the City.
12. GRATUITIES
No person shall offer, give or agree to give any City employee any gratuity, discount or offer of employment in connection with the award of contract by the city. No city employee shall solicit, demand, accept or agree to accept from any other person a gratuity, discount or offer of employment in connection with a city contract.
13. FIRMS OR PERSONS NOT ELIGIBLE TO SUBMIT A
PROPOSAL
In order to avoid any conflict of interest or perception of a conflict or interest, Proposer(s) selected to provide professional services under this RFP will be subject to the following requirements:
• The Proposer(s) who works on the procurement will be precluded from submitting proposals or bids as a prime contractor or subcontractor in the ultimate procurement.
• The Proposer(s) may not have interest in any potential Proposer for the ultimate procurement.
• The Proposer may not have a conflict of interest as defined under Palo Alto
Municipal Code section 2.30.600 or 2.30.610, or as defined under state law including the Political Reform Act or Government Code section 1090 et seq.
• Notwithstanding the above, Proposer(s) may submit proposals or bids as the prime contractor or subcontractor in the ultimate procurement where the Proposer(s) duties and services do not include preparing or assisting the City with any portion of the preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City, and the
Proposer(s) participation in the planning, discussions, or drawing of project plans or specifications is limited to conceptual, preliminary, or initial plans or specifications and cooperates with the City to ensure that all bidders for a subsequent contract on any subsequent phase of the project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by the Proposer(s).
14. SUSPENSION AND DEBARMENT STATUS
Request for Proposal (RFP) #RFP196545 16
As applicable, the City will verify whether a contractor and its subcontractors, if any, are suspended or debarred from doing business with the federal government by searching the Excluded Parties List System (www.sam.gov). This verification process applies to contracts funded by federal grants and which are for $25,000 or more (including as well any subcontract that is for $25,000 or more). Unless an exception applies, no such federal funds may go to a person or entity that is suspended or disbarred, thus any such person or entity found to be suspended or disbarred in the check of the www.sam.gov list system will be disqualified under the Request for Proposals.
15. PROPOSER QUESTIONNAIRE
15.1. Business Type*
Please indicate the type of business that your company will continue operating as.
☐ Individual
☐ Partnership
☐ Joint Venture
☐ Corporation
☐ Other
*Response required
15.2. Business Type Follow-Up*
If you indicated "Other" on the previous question, please explain here.
*Response required
15.3. Year of Incorporation*
Please indicate the year of incorporation (if applicable). If not incorporated, please indicate such.
*Response required
15.4. State Incorporated*
In what state was your company incorporated?
*Response required
15.5. Business In California*
When was your company authorized to do business in the State of California?
*Response required https://www.sam.gov/ https://www.sam.gov/
Request for Proposal (RFP) #RFP196545 17
15.6. Qualifications of Firm - Experience of Firm*
Please download the below documents, complete, and upload. For additional instructions on this form, please see the section of this RFP titled "Proposal Content and Format" and the subsection titled "Qualifications of the Firm".
• Firm_Experience.pdf
*Response required
15.7. Proposal (without Cost)*
Please upload your Technical Proposal without fees/costs here. You will be uploading the fee/cost portion of your proposal separately in another step.
*Response required
15.8. Separate Cost File*
The fees/costs portion of your proposal should not be attached with the rest of your
Proposal and should be attached separately here using the document provided. Please download, update and review before uploading your fee/cost information here.
• Attachment_E_-_Cost_Proposa...
*Response required
15.9. Evidence of Financial Stability-REQUIRED SUBMITTAL *
Please upload your Evidence of Financial Stability
*Response required
15.10. Additional Information
If any of your previous answers required additional information to be submitted or provided, please upload all such information here.
15.11. Proposer Confirmation*
By confirming, the submission of a proposal shall be deemed a representation and certification by the Proposer that they have investigated all aspects of the RFP, that they are aware of the applicable facts pertaining to the RFP process, its procedures and requirements, and they have read and understand the RFP. No request for modification of the proposal shall be considered after its submission on the grounds that the Proposer was not fully informed as to any fact or condition.
Confirmation by the Proposer represents and warrants that he or she has the legal capacity and authority to bind the Company stated on the RFP submittal.
☐ Please confirm
*Response required https://government-project.s3.us-west-2.amazonaws.com/53652/ce5a4be1-492e-4eaf-913a-a0e17abfe3ae_Firm_Experience.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4HC2TSE5B%2F20260218%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260218T212434Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEKT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQCPRQIkNMzvHRGAorYcGrIOnxn9snodQnOUWCHWGe9KAwIhAPYEk9Sg2Pyzw9IKsPrVA0WfED1GgMwhHJhtzr0UAd7QKowFCG0QAhoMODkyMzY0Njg3NjcyIgyPusSTu01gTLynwS0q6QRxCb0au5hUZyoVUWUlnhZuJRVtdO5XrBGX4hpyqgwAjION%2FfnGxAt7UNAcEzZpqRoCR9DH2OUGqA00Qa04YHJvnTo0lsqc%2F%2F5OsfsMP3R4YcA3XSRtGMyGHX202doDW854lmYE1iWjhEr21M3HjRb8LsTp8Lsm7ZcZmyT%2FvHtxdLaQY5ElctNuKJOqtJb%2BK6yIptQECp06AZJWwBiZkMFf4ctNkXBXWDcgu6EtV5050fCuFhGK3GZVPwLLsREOCLd6ynEkJBII0JVVDlumQcOavyYQnZkeGbIdMoLQipN0iQpFQl7nme37Kqo6clyRSXOHWcezN5dpSzSdHTdCHY8O0Ze9pDaUYiUoJUKhCLJMmODuCM%2FX4MmVRmxrdjzDiPFGAsrj6fyUkejud2FTucwUKaYpKuZqSFfmowPtLj3eUiOUFeM0Pszx6YMK0P9Qt1OCgSbrfazGCWynCNOm%2BVGUsNIqb8%2Bm2hdcUJ0rEQI%2FDROdes9wqmfUAhT2L9DI4DjrC0tpeYmvi9fLtk25lN7OrnegYbk1zIj6%2FNYUU%2BeK1eiQSNT1GHfBap2ZMucNZH82oGyqe48uRc0DkeFDz9mLMcANBPb%2FnTkYix4OXqZX%2FK5JsV%2FNbWlpgiLdvdsuv6QNSfhDNUK5uED8DyQI40QHP7yiGhN0q3B5hKDpZWP42Cq8H0v7zRynoC1%2BNewyb0V5yb8o7bs8cp%2Fz9uwz3MziClxI8%2B1BeFdhAusX%2BsXOkfY8DRw8BKlcJHxMeuWYMt6PvsngT60ExHmaD2glXvAOBzeTcOwjiL9aqQ8wNTj5Npeo%2BbQ3US63NjC5ttjMBjqYAehUjrkfm5uX2mEunmPjtTBOHSeP%2FjZUsPk4OIcAvfIh5r%2BeWW0XyVRGvQmHaM96mZwOpnX6etdxrrNU8GlxokynVzso1mp4emxAkOvI5dXgaGQtMsbtq%2FAMC3vYdmNXBo%2F3%2Fkq%2FNj%2FcYauUfSrT1KcJ8R%2FaEszpgjxWc154j4MJvWlYdhcD6arqvaEFwQYOxJtBBsoOaigG&X-Amz-Signature=82e33f7c8deefbd23925836bbe18d55272e583674aa55d2f8aaf1636def989b1&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Firm_Experience.pdf%22&x-id=GetObject https://government-project.s3.us-west-2.amazonaws.com/228204/a51e5872-5564-4234-8b0c-ce5369dca130_Attachment_E_-_Cost_Proposal_CDBG_Admin.doc
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