Proposal Checklist Memorandum.doc

PRIVATE COUNSEL DEBT COLLECTION

PROPOSAL CHECKLIST

(Do not include this form in your submission—it is intended only as an aid to creating your proposal)

1. Standard Form 33 Solicitation, Offer and Award (Section A)

Complete blocks 14, 15(a-c), 16, 17 and 18.

2. Pricing Table (Sections B.6 and L.5)

Fill in all applicable contract line item (CLIN) prices offered.

3. Representations, Certifications and Other Statements of

Offerors (Section K)

Register in CCR & ORCA on-line then complete and sign Section K accordingly.

4. Contractor's Representative Contact Information (Section G.3)

Provide name, title, address, telephone number and email.

5. Technical Proposal (Section L.6)

Number all pages consecutively.

Address the following technical factors:

· General Debt Collection Experience (Section L.6.3)

· Collection Experience of the Firm

· Detailed experience

· Percentage of practice devoted to debt collection

· Length of time doing debt collection work

· List of attorneys who collect debts for firm

· Approximation of attorneys' time in last 2 years devoted to collections

· Charts I through III

· Three client references

· Qualifications of Attorneys

· Resumes

· Status of complaints, investigations, disciplinary actions or sanctions against any proposed attorney

· Copies of admissions to practice law in the U.S. District Court in this judicial district

· Resumes of Non-Attorneys

· Collection Strategy (Section L.6.4)

· Detailed collection strategy and how this may differ from your current practice

· Firm's philosophy regarding installment repayment plans

· One copy each of a sample pleading and standard letter currently in use for collections

· Detailed strategy for handling foreclosures and how this may differ from your current practice

· Management Capability (Section L.6.5)

· Organizational structure

· Description of how workload under contract will be absorbed

· Description of mix of attorneys and non-attorneys proposed, including role descriptions and chain of command

· Identification of office(s) in the District to include location(s)

· Percentage of debt collection cases now handled by firm in the District

· Plan to provide coverage throughout entire District

· Automation Capability

· Detailed description of current automation capabilities, including hardware/software use

· Description of any manual system(s) used to track case referrals

· Government Collection Experience (Section L.6.6)

· References for three largest Government clients, if any

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