Exceptions.docx

This is an Exceptions worksheet file for Mt. San Antonio College's Request for Proposal #2025-182 for Bond Underwriter Services in Los Angeles County, California. The document provides a template for bidders to identify and document any exceptions or deviations from the RFP requirements. The worksheet requires contractors to list the section number or question number, describe the required service they are unable to perform, and explain the steps taken to meet the requirement. Bidders are instructed to attach additional pages as needed to complete the exceptions table. The RFP seeks qualified municipal bond underwriting firms to support a $750 million voter-approved general obligation bond authorization, with the first bond issuance planned for $200 million in fixed-rate general obligation bonds. Mandatory pre-proposal meeting occurred on June 6, 2025, with proposal submissions due by July 3, 2025, potential interviews scheduled for July 15, 2025, and a contract start date of September 1, 2025, for an initial one-year term.

The exceptions worksheet clarifies that if no exceptions are listed, it is understood the contractor has agreed to all RFP requirements, even if notations are referenced in individual sections. This document serves as a critical mechanism for transparency in the bidding process, allowing both the College and evaluators to clearly identify any gaps or alternative approaches proposed by bidders. The Professional Services Agreement template indicates compensation will be structured with a total amount not exceeding a specified dollar amount, with monthly invoicing permitted. Contractors must maintain commercial general liability and professional liability insurance with $1 million per occurrence coverage limits. The evaluation will use a best-value procurement method scoring proposals on relevant experience and qualifications (30%), proposed team quality (25%), proposal clarity (20%), fee structure (15%), and references and past performance (10%).