Community_Engagement_Consultant_Proposal_Requirements.pdf

Proposal Requirements – Community Engagement

Instructions: Responses must be submitted in one continuous PDF labeled “Proposal Requirements.”

A. Transmittal Letter

Offeror must submit a transmittal letter (maximum two pages) on the firm’s letterhead. It must be signed by a representative of the offeror who is authorized to sign such material and to commit the offeror to the obligations contained in the offer. The transmittal letter must include the name, address, phone number and e-mail address for the offeror’s contact, and must specify who would be the firm’s signatory to any contract documents executed with the City. The transmittal letter may include other information deemed relevant by the offeror.

B. Experience of firm to demonstrate proven experience designing and delivering financial empowerment focused community engagement activities. (29%)

The proposal must describe the performance history and experience of the project team on similar projects:

Describe your organization’s experience with designing and delivering programs, workshops, technical assistance, or advisory services aligned with the scope of this RFP.

Describe experience utilizing data collection, management, and analytical tools relevant to community engagement, program evaluation, or housing and economic development work.

This may include survey platforms, qualitative analysis tools, data dashboards, or other systems used to support analysis and reporting.

Highlight your organization’s experience with working with community organizations and/or local government to hold community engagement meetings with financial empowerment as the focus.

C. Qualification and technical competence of the agency and staff to execute the program (29%)

Project Team

In this section the offeror must describe the composition, organization and management of the Project Team including (a) identifying all major sub-contractors and their responsibilities; (b) demonstrating the firm’s ability to work cooperatively with multiple clients and sub-contractors; and (c) identifying key individuals who would be assigned to the project and their roles and responsibilities.

Organization Chart

Provide organization chart showing: (a) reporting relationships and responsibilities of the offeror and any other firms (b) reporting relationships and responsibilities of all key personnel (along with their firm affiliations)

Other Firms

Identify any other firms (such as sub-contractors and sub-consultants) included on the project team along with the consultant and describe the scope of work for each firm’s services and responsibilities throughout the project. Describe the firm’s approach to the management of sub-contractors and sub-consultants.

Key Personnel

a) Provide resumes for all key personnel. Limit resumes to two pages per individual and include:

i. Academic and professional qualifications

ii. Professional registration (as applicable)

iii. Experience as it relates to the project and to the individual's specified role on the project.

b) Provide a detailed resume of the offeror's project manager, at least one substitute project manager, and other key individuals on the project team. The proposed project manager and the proposed substitute shall have a minimum of five (5) years of applicable experience and shall remain with the projects throughout the term of the City's standard agreement. The project manager shall not be replaced or substituted without the prior approval of the City.

The City may request a personal interview with the short-listed firm's proposed project managers. The key project manager or their approved substitutes shall be available for all meetings.

Experience included on the resume must be limited to projects completed within the past ten (10) years.

Preferred Degrees (Bachelor or higher)

• Public Administration

• Public Policy

• Economics

• Finance

• Sociology

• Social Work

• Community Development

• Urban Studies

• Urban Planning

• Political Science

• Statistics

• Data Science

• Applied Statistics

• Public Health

• Nonprofit Management

• Business Administration (MBA with concentration in Finance, Economic

Development, or Social Impact)

Preferred Professional Certifications

• Accredited Financial Counselor (AFC®)

• Certified Financial Counselor (CFC®)

• Financial Social Work Certification (CFSW)

• Community Development Financial Professional (CDFP)

• Economic Development Finance Professional (EDFP)

• Certified Community Action Professional (CCAP)

• Program Evaluation Certification

• Monitoring & Evaluation (M&E) Certification

• Results-Based Accountability (RBA) Certification

• Certified Data Analyst

• GIS Certification

• Tableau, Power BI, or Advanced Excel Certification

• Nonprofit Management Certification

• Diversity, Equity, and Inclusion (DEI) Certification

• Cultural Competency Certification

D. Capacity to accomplish the work and show good outcomes including program description and design (19%)

Describe the project plan and process for performing the scope of services. The project plan should include key activities, deadlines, and deliverables required to complete the scope of services, organized in a logical, easy-to-follow manner.

E. Past performance on similar contracts (9%)

The offeror should identify project experience similar to the services identified in this RFP.

Experience included must be limited to projects completed within the past three (3) years.

At a minimum, each project description must include:

• Client name and description of the project and/or services

• Description of the project scope and objectives

• Were the objectives met and was there successful completion of the project. If not, please explain what happened and what procedures were put into place to ensure successful completion of subsequent projects

• Staff assigned to the reference engagement who will be designated for work under this RFP

• Client’s project manager name, email address, and telephone number

Experience should clearly demonstrate relevance to the following:

• Community engagement, data collection, and analysis related to financial empowerment or economic mobility

Previous and Current Work for the City of St. Petersburg

List all previous and current projects performed for the City of St. Petersburg, including project names, dates of service, and contract amounts. Do not use attachments or external references for this subsection.

F. Detailed Budget (8%)

The offeror must submit a cost proposal providing details concerning the components of the pricing that goes into its overall proposal. The offeror must determine the amount of effort it will take to complete the services and deliverables described in the Scope of Services.

Allowable expenses are staff salaries, benefits, and associated operating expenses.

Proposal Requirements – Community Engagement