Sacramento Housing and Redevelopment Agency

Procurement Services

801 12th Street – 2nd Floor Sacramento, CA 95814

(916) 440-1378 ps@shra.org

Visit our website @ www.shra.org

A Joint Powers Agency

M E M B E R S

City of Sacramento

County of Sacramento

Housing Authority of the City of Sacramento

Housing Authority of the County of Sacramento

Sacramento Housing and

Redevelopment Agency

Invitation for Quote (IFQ)

Executive Recruitment Services

IFQ # IFQ-2026-079-PS

Release Project Date September 1, 2026

Question Submission Deadline September 8, 2026, 4:00pm

Quotation Submission Deadline September 11, 2026, 5:00pm mailto:ps@shra.org http://www.shra.org/

Sacramento Housing and Redevelopment Agency

INVITATION FOR QUOTE (IFQ)

Executive Recruitment Services

I. General Requirements II. Procurement Instructions

III. Scope of Work IV. Vendor Questionnaire V. IFQ Requirements and Criteria

Attachments:

A - SAMPLE_SHRA_Standard_Contract_+_Attachment_1_(Rev._9.09.2025)

Invitation for Quote (IFQ) #IFQ-2026-079-PS Title: Executive Recruitment Services

1.General Requirements

The below encompasses various additional general requirements that this project may be subject to depending on the nature of the project, funding type, and amount of funding.

1.1.Debarment, Suspension, and SAM/UEI Requirements

Contractor shall comply with 2 CFR Part 180 and 2 CFR §200.214 and certify that it is not debarred or suspended.

As applicable, a Contractor shall have obtained a valid Unique Entity Identifier (UEI) and maintain an active registration in the System for Award Management (SAM.gov) at the time of award, unless an exception permitted under 2 CFR §25.110 applies. In the event of such an exception, Contractor shall obtain a UEI and complete SAM registration within thirty (30) days of award, or such shorter timeframe as required by the Agency.

The Agency shall verify Contractor eligibility, including suspension and debarment status, through

SAM.gov using the Contractor’s UEI prior to award.

Contractor shall maintain an active SAM.gov registration for the duration of the Agreement and shall immediately notify the Agency of any change in status. Failure to maintain active registration may result in suspension of payments, termination, or other remedies available under the Agreement.

1.2.Definitions

• Agency - Means the Sacramento Housing and Redevelopment Agency (SHRA or Agency), a joint powers authority comprised of the Housing Authority of the City of Sacramento and the

Housing Authority of the County of Sacramento, acting by and through its authorized representatives.

• Agreement - Means the written agreement executed between the Agency and the Contractor, including all attachments, exhibits, addenda, and incorporated documents.

• Applicable Federal Requirements - Means all statutes, regulations, executive orders, and requirements applicable to the Funding Source and Services, to the extent applicable, including but not limited to 2 CFR Part 200 and applicable U.S. Department of Housing and Urban

Development (HUD) program regulations.

• Contractor - Means the entity entering submitting a quotation, and if awarded, entering into an

Agreement with the Agency, including its officers, employees, agents, and authorized representatives, who is responsible for performance of the Services.

• Deliverables - Means all work products, reports, data, documents, and other materials required to be provided under the Agreement.

• Federal Award - Has the meaning set forth in 2 CFR §200.1 and includes all forms of federal financial assistance provided to the Agency, directly or indirectly, that fund or support the

Agreement.

• Funding Source - Means the origin of funds used to support the Agreement or Services, including federal, state, local, or other sources, and any combination thereof. Applicability of regulatory requirements shall be determined based on the Funding Source and the nature of the

Services.

• Quotation - the submission for the Contractor in response to this IFQ

• Responsive - Means a Proposal that conforms in all material respects to the requirements of the

Solicitation, including submission of all required forms, information, and documentation, without material deviation.

• Responsible - Means a Proposer that possesses the capability, integrity, experience, financial resources, and reliability necessary to perform the Agreement, consistent with 2 CFR §200.318.

• Services - Means all tasks, functions, work activities, and deliverables required to be performed under the Agreement, as described in the Scope of Services and any incorporated documents.

• Solicitation - Means this Request for Proposals (RFP), including all attachments, addenda, and incorporated documents.

• Subcontractor - Means any third party engaged by the Contractor to perform any portion of the

Services under the Agreement, at any tier.

Additional terms may have the meanings assigned to them in applicable federal requirements, including 2

CFR Part 200 and HUD Procurement Handbook 7460.8 REV-3, as applicable. Such definitions are incorporated by reference to the extent they apply to the Solicitation, Funding Source, or Agreement.

1.3.Federal Requirements

To the extent the Services are funded in whole or in part with federal funds, or Applicable Federal

Requirements are otherwise applicable, the Contractor shall comply with all such requirements, which are hereby incorporated by reference into this Solicitation and any resulting Agreement as if fully set forth herein.

Such requirements include, but are not limited to:

• 2 CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards);

• HUD PHA Procurement Handbook 7460.8 REV-3 (Public and Indian Housing Procurement

Handbook, Revision 3 (2026));

• Applicable regulations and requirements of the U.S. Department of Housing and Urban

Development (“HUD”), including program-specific regulations (e.g., 24 CFR Parts 75, 92, 570, 576, 905, 990, as applicable); and

• Any other applicable federal statutes, regulations, executive orders, Federal Register notices, guidance, or requirements tied to the Funding Source or the Services.

Applicability of such requirements shall be determined based on the Funding Source and the Services, to the extent applicable, regardless of whether specific provisions are expressly identified in this Solicitation, the Agreement, or any subcontract or lower-tier agreement. In the event of a conflict, applicable federal requirements shall control to the extent required by law.

1.4.Flow-Down and Compliance Responsibility

Contractor shall incorporate all applicable federal requirements into all subcontracts and lower-tier agreements and shall ensure that such requirements are binding upon all subcontractors and lower-tier entities performing Services under this Agreement. Contractor shall be responsible for monitoring, enforcing, and ensuring compliance by such parties. Contractor assumes full responsibility for identifying, understanding, and complying with all applicable federal requirements and shall not be relieved of such responsibility by failure to reference or include specific provisions in this Agreement or in any subcontract or lower-tier agreement.

1.5.General Compliance

The Contractor shall comply with all applicable federal, state, and local laws, regulations, ordinances, rules, codes, and other legal requirements that pertain to the solicitation, award, and performance of the

Contract. This includes requirements in effect when the solicitation is issued, as well as any applicable amendments, revisions, or successor requirements that become effective during the contract term. The

Contractor is responsible for identifying and maintaining compliance with all legal requirements applicable to its work, including requirements applicable to its employees, subcontractors, licenses, permits, wages, safety, and performance of the Contract.

2.Procurement Instructions

2.1.Agency Contact

It is recommended that specific questions regarding requirements be submitted via the Question &

Answer module of the project page.

All other communications regarding this Solicitation shall be directed to:

• Procurement Services Division

• Phone: (916) 440-1378

• Email: ps@shra.org

• OpenGov Portal: https://procurement.opengov.com/portal/shra

Unauthorized contact with other Agency staff or evaluation committee members regarding this Solicitation may result in disqualification

2.2.Basis of Award and Validity Date

The basis of award for this IFQ is cost reasonableness, responsiveness to the requirements of the solicitation, and ability to perform within required timeframe.

The Agency intends to award one (1) Agreement; however, the Agency reserves the right to make multiple awards or to award specific components of the Services, where it determines such action to be in its best interest.

Quotes submitted to the Agency shall remain valid for a period of 180 calendar days from the submission deadline, unless otherwise extended by mutual agreement.

Ultimately, the Agency may also make no award if it determines that no Quotations are in its best interest.

In accordance with 2 CFR §200.320(c), if, after soliciting a number of sources, competition is determined to be inadequate, the Agency may proceed with noncompetitive procurement, as permitted under applicable federal requirements.

2.3.Determination of Responsiveness

The Agency reserves the right to determine whether a Quotation is responsive and to reject any

Quotation deemed non-responsive.

The Agency reserves the right to waive minor informalities or irregularities in Quotations that do not materially affect the solicitation process or prejudice other Contractors.

2.4.Public Records https://procurement.opengov.com/portal/shra

All Quotations are subject to disclosure pursuant to the California Public Records Act following award of the Agreement.

2.5.Quotation Costs

The Agency is not responsible for any costs incurred in preparation or submission of Quotations.

2.6.Quotation Submission

Quotations must be submitted by the specified deadline in the Solicitation Timeline. Contractors are responsible for ensuring timely submission and are encouraged to initiate uploads sufficiently in advance of the deadline.

The Agency may accept late submissions, or submissions other than non-electronic submission, only where such acceptance does not compromise fair and open competition and is consistent with applicable procurement requirements.

The Agency reserves all rights permitted under applicable law, including the right to reject any or all

Quotations, request additional information, or modify the scope of Services. The Agency may cancel, amend, or reissue this Solicitation at any time and for any reason.

The Agency’s determinations under this Solicitation shall be final to the extent permitted by applicable law.

2.7.Addenda

Addenda modifying the original post will be posted via OpenGov. The Agency is not responsible for oral interpretations. All addenda issued by the Agency are incorporated by reference and become part of the

Solicitation, and if issued, the resulting Agreement.

2.8.Term

The Agency intends to award one (1) Agreement for the Services described in this Solicitation.

Any extension of the Agreement shall be subject to satisfactory performance and the Agency’s continued need for the Services.

Contractors are advised to review the sample Agreement and all attachments prior to submission of a

Quotation. Contractors are responsible for identifying and resolving any internal concerns with the terms of the Agreement prior to submission. The Agency intends to award the Agreement substantially in the form provided and does not anticipate accepting exceptions. The Agency reserves the right, in its sole discretion, to reject any Quotation or deem it non-responsive if it contains exceptions, deviations, or proposed modifications to the Agreement, particularly where such exceptions are material or inconsistent with the Agency’s requirements.

The resulting Agreement may be used by any department, division, or legal entity of the Agency.

3.Scope of Work

3.1.Scope of Work Details

Desired Firm Experience

Respondents should demonstrate experience recruiting executive-level candidates for public or governmental entities, including housing authorities, nonprofit organizations, or similarly complex organizations with significant public accountability, regulatory obligations, financial responsibilities, and community-facing programs. Experience with California public agencies and housing or community-development organizations is welcomed.

Scope and Recruitment Approach

The selected firm shall provide full-service executive recruitment services encompassing the below five (5) phases. Respondents may suggest in their submissions modifications or recommendations based on industry best practices or firm experience. In general, Respondents shall identify the deliverables, schedule, responsible personnel, and fixed fee associated with each phase.

Phase 1 - Needs Assessment and Recruitment Strategy Development

• Meet and interview with key stakeholders to identify leadership priorities, performance expectations, required qualifications, and organizational considerations.

• As needed, review and recommend revisions to the job description, compensation considerations, and evaluation criteria.

• Provide an initial assessment of the anticipated candidate market, including competitiveness of the position, compensation considerations, potential recruitment challenges, and recommended strategies for attracting highly qualified candidates.

• Develop a detailed recruitment strategy, schedule, communication plan, and decision calendar for

Agency approval.

• Prepare a comprehensive candidate profile and professional recruitment materials, including a brochure, frequently asked questions, and other materials describing the Agency, position, benefits, and recruitment process.

Phase 2 - Active Recruitment and Outreach

• Conduct targeted regional and national outreach to both active and passive candidates.

• Use appropriate governmental, executive, professional, industry and other relevant networks, associations, publications, and sourcing channels to support broad outreach to qualified candidates

• Provide weekly status updates to stakeholders addressing outreach activity, candidate-pipeline status, market feedback, schedule, etc.

• Updates should also provide insight into emerging risks, or other decisions needed from the

Agency, for example, modifications to advertising strategy, outreach channels, or other schedule adjustments.

Phase 3 - Screening and Candidate Evaluation

• Create and apply a documented sourcing, screening, and preliminary-interview methodology aligned with the Agency-approved candidate profile.

• Review applications and resumes and assess relevant qualifications, leadership experience, public-sector experience, organizational fit, and potential ability to work within the governance environment.

• Develop and present a qualified candidate pool for Agency consideration. Respondents shall propose a reasonable target for the number of qualified candidates and describe the additional outreach or other corrective measures they will undertake if the initial pool does not meet the Agency's quality expectations, or a desired number of candidates.

• Conduct professional references and other background verification authorized by the Agency and appropriate to the position, subject to applicable laws and consent requirements.

• Provide a written assessment for each recommended finalist summarizing qualifications, employment history, leadership experience, significant accomplishments, professional strengths, areas for further inquiry, and completed reference and approved background-verification results. The assessment should also identify any material gaps between the candidate’s qualifications and the Agency-approved candidate profile and recommended areas for further inquiry.

Phase 4 - Interview and Selection Support

• Coordinate candidate communications, interview scheduling, and recruitment records.

• Develop proposed interview questions, evaluation materials, and other selection tools requested by the Agency.

• Support virtual and in-person interviews and facilitate candidate debrief and selection discussions, as requested.

• Notify unsuccessful candidates at the appropriate stage of the process.

Phase 5 - Offer, Negotiation, and Placement Support

• At the Agency's request, provide relevant market information and assist with preparation and negotiation of the final employment offer, anticipated start date, and relocation considerations.

• Maintain communication with the selected candidate through acceptance and onboarding.

• Provide post-placement follow-up with the Agency and selected candidate.

Final evaluation, selection, appointment, compensation, and employment decisions shall remain exclusively with the Agency and its authorized governing authorities.

Recruitment Completion and Placement Guarantee

The selected firm shall be expected to continue providing the required recruitment services until the position is filled, unless the Agency terminates the engagement or otherwise agrees that services have been completed to its satisfaction in writing.

The selected firm shall conduct one (1) replacement recruitment without an additional professional fee in situations corresponding to:

• Candidate refuses the appointment prior to beginning employment, whether voluntary or involuntary

• Resignation or termination for cause or convenience within twelve months after beginning employment.

Respondents shall disclose all limitations, exclusions, and reimbursable expenses applicable to the replacement search.

Milestones

The Agency anticipates the following general schedule for the recruitment during the remainder of 2026 and into 2027. The selected firm shall refine and further detail the schedule with Agency approval.

• August 2026: Internal finalization of requirements.

• September 2026: Secure contractor and execute agreement.

• October 2026: Stakeholder input, recruitment profile, brochure, and recruitment launch.

• November-December 2026: Active recruitment, screening, candidate evaluation, and referral of recommended candidates.

• January 2027: Interviews, reference and approved background checks, selection support, and other assistance to facilitate successful onboarding.

Virtual interviews are preferred for the first round, with subsequent interviews anticipated to be conducted in person. Respondents shall identify any schedule assumptions, dependencies, or risks in their response submissions.

Confidentiality and Records

Recruitment may involve confidential or sensitive organizational and candidate information. The selected firm shall safeguard information identified as confidential, limit access to personnel with a business need, use secure methods to transmit and store candidate information, and disclose such information only as authorized by the Agency or required by law.

The selected firm shall coordinate all public-facing recruitment communications, advertisements, outreach materials, and position announcements with the Agency before release. Confidentiality obligations are subject to applicable public-records, disclosure, retention, and other legal requirements. The selected firm shall notify the Agency promptly of any unauthorized disclosure, subpoena, or request for Agency recruitment records.

Minimum Qualifications

Respondents should demonstrate:

1. Significant experience conducting executive and senior-management searches, at a minimum of five (5) years of experience or more.

2. Successful executive placements for public agencies, housing authorities, governmental entities, nonprofit organizations, or similarly complex organizations. At minimum, three (3) such placement examples would be ideal.

3. Experience conducting confidential and high-profile searches.

4. Demonstrated ability to conduct regional or national candidate outreach.

5. Experience advising clients on executive recruitment strategy, candidate assessment, market conditions, and compensation considerations.

6. Sufficient staffing and resources to complete the recruitment within the agreed schedule.

Proposed Project Team

Respondents shall identify the principal consultant and other key personnel proposed to perform the work, their respective roles, relevant executive-search experience, and the individual who will serve as the Agency’s primary point of contact. Respondents shall also identify any proposed subcontractors and their roles.

Relevant Experience

Respondents shall provide at least three examples of comparable executive searches successfully completed within the past five years. For each example, provide:

• Position title or general executive classification.

• Type of organization.

• Year completed.

• Scope of recruitment services provided.

• Whether the placement was successfully completed.

• Client reference information.

The Agency would also be interested in unsuccessful placements, and lessons learned to mitigate such placements in future recruitments. This information can be included in response submissions.

Respondents should also provide representative examples of recruitment brochures, executive profiles, or similar materials from comparable searches, provided the materials may be lawfully shared.

Pricing

Respondents shall provide a firm fixed price for the executive search, broken down by recruitment phase, together with separate pricing for optional services. The proposal shall identify:

• Professional fees and the proposed payment schedule tied to deliverables.

• Any minimum fees.

• Advertising and outreach costs.

• Travel and candidate-related expenses.

• Reference, approved background-verification, and assessment costs.

• Reimbursable expenses and any applicable markups.

• Cancellation, restart, or replacement-search costs.

• Any other charges that may apply.

The proposal shall clearly distinguish services included in the fixed recruitment fee from additional or reimbursable expenses. Travel and extraordinary expenses shall require advance written Agency approval, although to the extent that services are not necessary for the recruitment, they should not be included in the submission of a response.

Optional and Additional Services

Respondents may separately propose optional services, including interim executive recruitment, compensation analysis, expanded candidate assessments, stakeholder engagement, additional interview rounds, or relocation and negotiation assistance.

Additional services may be performed only after written authorization from the Agency describing the services, deliverables, schedule, and compensation. The selected firm shall not incur additional fees or reimbursable expenses without prior written approval from an authorized Agency representative.

Presentations

The Agency may require shortlisted respondents to participate in an interview, presentation, or conference call to discuss their proposed approach, project team, schedule, pricing, comparable engagements, and placement guarantee. Participation shall be at the respondent's own expense unless otherwise stated by the Agency.

Nothing in this section limits the Agency’s rights to forego, conduct, or select at its discretions any, all, none, or select candidates from among the submissions received.

4.Vendor Questionnaire

1.Quotation Pricing Upload* Please upload your quotation here.

The quotation shall include detailed pricing information, clearly identifying how services will be billed (e.g., milestone-based, hourly rates, or other structure). Milestones must include a defined scope of work and associated cost.

The Contractor shall provide sufficient detail to support a cost or price analysis, including a breakdown of labor categories, rates, materials (if applicable), and any assumptions used in developing the quotation. A basis of estimate describing the methodology used to develop pricing shall also be included.

All proposed costs must be allowable, allocable, and reasonable in accordance with 2 CFR Part 200

Subpart E.

The quotation shall clearly identify any ancillary costs or exclusions. Contingency costs, undisclosed markups, or any additional costs must be clearly identified.

Automatic price escalations will not be accepted without supporting documentation and justification.

The Agency reserves the right to request additional supporting documentation or negotiate pricing as necessary to determine price reasonableness.

*Response required

2.Quotation Non-Pricing Upload Please upload any additional supporting documentation here.

Documents specifically requested elsewhere in this section should be uploaded to their respective questions.

3.Vendor Information This section pertains to various vendor details.

3.1.W-9 for Vendor Number Creation*

Please download the below documents, complete, and upload your completed version.

• W-9.pdf

*Response required

3.2.Vendor Unique Entity Identifier (UEI)*

Please provide your UEI assigned by the System for Awards Management (SAM). If you need to create a

UEI, please visit:

Entity Registration | SAM.gov

The Agency will conduct an exclusion report.

https://government-project.s3.us-west-2.amazonaws.com/256339/5dcf4db6-69fb-4adc-81b6-a5c2c97c411d_W-9.pdf https://sam.gov/entity-registration

*Response required

3.3.Debarment Certification*

I certify that I am not suspended or debarred, or otherwise not able to comply with all applicable federal, state, and local requirements.

☐ Yes

☐ No

*Response required

3.4.Legal Entity Name*

Please provide the legal entity name for your company as registered with the California Secretary of State bizfile portal, as well as the entity number.

If you are not headquartered or registered within California, please refer to the next question and provide equivalent information for the state you are headquartered in.

A file upload question for documentation in lieu of typed information is available in the following question.

*Response required

3.5.Legal Entity Name Upload

You may provide uploads of entity information (Articles of Incorporation, Entity filings, etc.) for your current entity.

3.6.Vendor Contacts*

Provide contact information for the following roles (may be the same or different individuals):

• Contract Administrator / Contract Review Contact

• Authorized Signatory (individual with authority to bind the organization)

• Project Manager / Day-to-Day Contact

For each, include:

• Name

• Title

• Email

• Phone Number

If one individual serves multiple roles, please indicate all applicable roles.

You may also provide additional contacts relevant to this agreement (e.g., billing, compliance, or escalation) as needed.

*Response required

3.7.Vendor Address

City, State, Zip

If attention is required, please identify whom should be addressed.

4.Insurance Requirements https://bizfileonline.sos.ca.gov/search/business

4.1.Certificate of Insurance (COI) and Requirements*

Please note the Agency's minimum insurance limits here.

For purposes of this a quote submission, you may provide a general or sample Certificate of Insurance, with the understanding that you will be asked to provide an SHRA-specific COI with endorsements and the requested Certificate of Insurance holder naming as noted in the aforementioned requirements.

*Response required

4.2.Do you have Commercial General Liability Insurance?

☐ Yes

☐ No

4.3.Automobile Liability - Motor Vehicle Use

Will motor vehicles be used in the performance of this contract, including delivery of goods, travel to project sites, or provision of on-site services?

If you select "Yes", please see the following question.

☐ Yes

☐ No

4.4.Automobile Insurance Liability - Vehicle Types

If the preceding question was answered as "Yes," what types of vehicles will be used to perform services/deliver goods under this agreement?

Select all that apply

☐ Owned vehicles (company-owned autos)

☐ Hired or leased vehicles (rented, leased, or borrowed)

☐ Non-owned vehicles (employee personal vehicles used for work purposes)

5.Quotation Certifications Please complete the following confirmation questions related to this IFQ.

5.1.Ability to Perform*

By submitting a quotation, the Contractor confirms that it can deliver the requested goods, and/or perform the requested services, as described in the Scope of Work.

☐ Please confirm

*Response required

5.2.Acceptance of the IFQ Terms and Conditions, and SHRA's Sample Agreement*

Do you accept the IFQ terms and conditions and SHRA's sample agreement?

☐ Yes

☐ No

*Response required

5.3.Acceptance of Insurance Requirements *

Do you accept the Agency's Insurance Requirements?

☐ Yes

☐ No https://www.shra.org/wp-content/uploads/2023/11/Insurance-Requirements11-15-23.pdf

*Response required

5.4.Terms and Conditions Follow-up

If you indicated “No” in either of the preceding two (2) questions, please identify in detail each exception you are taking.

Failure to identify exceptions in this section will be deemed acceptance of the Terms and Conditions, Insurance Requirements, and Sample Agreement as presented. Any differing terms and conditions incorporated by reference in submitted documents, or introduced at the time of execution, will be rejected, and the Agency may proceed to the next Contractor.

For each exception, identify:

• The document, section, page and paragraph

• The specific language being replaced

• The proposed replacement language

It is the Contractor’s responsibility to clearly identify all exceptions and provide proposed alternatives. The

Agency will not draft exceptions on the Contractor’s behalf or suggests acceptable revisions.

Submission of an exception does not obligate the Agency to accept, negotiate, or incorporate any requested changes.

5.5.Attestation*

By submitting a quotation, the Contractor certifies that all information provided is true, complete, and accurate to the best of its knowledge and belief; that the individual submitting the quotation is authorized to bind the Contractor.

☐ Please confirm

*Response required

5.IFQ Requirements and Criteria

IFQ REQUIREMENTS AND CRITERIA

Technical Review

The Agency will perform an administrative and technical review of each quotation to determine whether it satisfies the requirements and award criteria identified below. Each criterion, save for Price

Reasonableness, will be evaluated on a Pass/Fail basis and represents a material consideration in determining eligibility for award. A quotation must receive a Pass under every criterion to remain eligible for award. A passing determination under one criterion will not offset a failing determination under another criterion.

If the Agency identifies an apparent omission, inconsistency, or irregularity, the Agency may investigate the matter and request written or oral clarification, including an unscored clarification interview.

Clarification may be used to explain or confirm information already contained in the quotation or to obtain or verify information relevant to the Respondent’s responsibility. Clarification may not be used to submit omitted material information, materially revise the quotation, or make a materially nonresponsive quotation responsive after the submission deadline.

The Agency may waive minor informalities or irregularities that do not affect price, quantity, quality, delivery, contractual obligations, or another material requirement and do not provide the Respondent with an unfair competitive advantage. If omitted or deficient information is material or significantly affects the

Agency’s ability to evaluate the quotation, the quotation may be deemed nonresponsive or the

Respondent may be determined nonresponsible, as applicable, and the quotation may be removed from further consideration.

If the Agency determines that the Scope of Work or solicitation requirements require material revision, the

Agency may issue an amendment and provide an appropriate opportunity for Respondents to submit or revise quotations, or cancel and re-solicit the requirement, as appropriate.

Eligibility for Award

The Agency will make an award, if any, in accordance with the award methodology in the IFQ and Pricing

Proposal.

If the otherwise selected Respondent fails any criterion, is determined non-responsible, declines the

Agency's contract terms, cannot meet the required schedule, or does not timely execute the resulting contract, the Agency may consider the next quotation eligible for award.

No. Evaluation Criteria Scoring Method Weight (Points)

1. Responsiveness

Whether the quotation is complete, responsive, and complies with the material requirements of the IFQ, including the

Scope of Work, specifications, required forms, certifications, pricing instructions, and submission requirements.

The Agency may request clarification to explain or confirm information provided in the quotation. Clarification will be unscored and will not be used to favor a Respondent or permit a material revision to the quotation.

N/A N/A

2. Price Reasonableness

Whether the proposed pricing is determined to be fair and reasonable based on the quotations received and other relevant information, which may include market pricing, catalog or published prices, prior procurement history, prices paid for similar goods or services, and the Agency’s independent estimate.

Respondents are encouraged to include all applicable pricing and discounts in their original quotations, including cooperative pricing, volume discounts, prompt-payment discounts, or other available discounts. The

Agency may request clarification to confirm the applicability or calculation of submitted pricing; however, the Respondent may not materially revise its pricing after the submission deadline.

Alternative pricing structures may be considered only when included in the

N/A N/A original quotation and capable of being evaluated consistently under the award methodology stated in the IFQ.

3. Qualifications and Experience

Whether the Respondent demonstrates sufficient qualifications, experience, technical capability, personnel, and capacity to provide the requested goods or successfully perform the required services.

The Agency may request or independently verify information relevant to the

Respondent’s qualifications and responsibility, including references, past performance, licensing, financial capacity, and other business information. This review may not be used to cure the omission of information expressly identified in the IFQ as a material submission requirement.

N/A N/A

4. Acceptance of Agency Contract Terms and Exceptions

For purposes of timely contract execution, the Agency requires adherence to its standard contract terms and conditions.

By submitting a quotation, the Respondent agrees to comply with the solicitation requirements and the Agency’s proposed contract terms and conditions, except for any exceptions expressly identified in the quotation. Failure to identify an exception will constitute acceptance of the applicable requirement or contract provision.

The Agency reserves the right, in its discretion, to accept or reject any proposed exception, modification, qualification, or condition. The Agency is not obligated to negotiate proposed exceptions. A quotation conditioned upon an exception or modification that the Agency determines to be unacceptable or material may be deemed nonresponsive.

N/A N/A

5. Delivery & Performance Schedule

This represents the Respondent's ability to commit to and meet the delivery, commencement, completion, or performance schedule required by the IFQ.

N/A N/A

For goods, this determination may include product availability, lead time, shipping, installation, and required delivery dates.

For services, this determination may include the proposed commencement date, staffing availability, required milestones, and the ability to perform within the required period.

A proposed schedule that does not comply with a material delivery or performance requirement, or a Respondent’s failure to demonstrate the ability to meet that requirement, may render the quotation ineligible for award.

5.IFQ Requirements and Criteria