FINANCIAL_and_DEVELOPMENT_ADVISORY_SERVICES.pdf

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FINANCIAL and DEVELOPMENT ADVISORY SERVICES
Solicitation number
2020.046P
Issued by
Washington County, Oregon

About this file

This is a General Solicitation document from Washington County, Oregon, specifically the Housing Authority (HAWC), seeking Financial and Development Advisory Services. The solicitation requests proposals from qualified professional consultants to support portfolio restructuring, redevelopments, and affordable housing acquisitions, with services needed to assist various acquisition, renovation, and new construction projects. The document was released on May 5, 2020, with a question submission deadline of May 14, 2020, and a proposal submission deadline of May 21, 2020, both at 2:00 pm. Proposals must be submitted electronically through ProcureNow, and vendors are required to create a free account to participate in the bidding process.

The solicitation includes multiple certification requirements for vendors, including compliance with Oregon tax laws, non-debarment, non-discrimination, and disclosure of resident vendor status. Vendors must confirm they have not entered into collusion with other bidders and agree to keep their proposal valid for 180 calendar days from the proposal due date. The document allows for potential cooperative purchasing, where bidders can choose to extend their pricing and terms to other public agencies. The primary contact for this solicitation is Joshua Crites, Assistant Director, located at 111 NE Lincoln in Hillsboro, Oregon, with contact information provided for potential inquiries.

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GENERAL SOLICITATION

FINANCIAL AND DEVELOPMENT ADVISORY SERVICES

Washington County, Oregon

155 N First Ave Hillsboro, OR 97124 https://www.co.washington.or.us/

RELEASE DATE: May 5, 2020 DEADLINE FOR QUESTIONS: undefined

RESPONSE DEADLINE: May 21, 2020, 2:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/washington-county-or

FINANCIAL and DEVELOPMENT ADVISORY SERVICES

I. Introduction II. Project Details

III. Vendor Submissions

Attachments:

A - 2020.046P Portfolio Rehabilitation and Critical Repairs FINAL B - 2020.046P Proposal Packet

FINANCIAL and DEVELOPMENT ADVISORY SERVICES Powered by ProcureNow

I. INTRODUCTION

I.A Summary

The Washington County Housing Authority (HAWC) requests proposals from qualified professional consultants to provide Financial and Development Advisory Services in connection with proposed portfolio restructuring, redevelopments and acquisition of affordable housing.

HAWC has an on-going need for these types of professional services to support a wide variety of acquisition, renovation and new construction projects.

I.B Contact Information

Joshua Crites Assistant Director 111 NE Lincoln Hillsboro, OR 97124 Email: josh_crites@co.washington.or.us Phone: (971) 329-6555

Department:

Housing Authority

I.C Timeline

Release Project Date May 5, 2020

Question Submission Deadline May 14, 2020, 2:00pm

Proposal Submission Deadline May 21, 2020, 2:00pm

II. PROJECT DETAILS

II.A Important Instructions for Electronic Submittal

The County is accepting electronic bid submissions. Bidders shall create a FREE account with ProcureNow by signing up at https://secure.procurenow.com/signup. Once you have completed account registration, browse back to this page, click on "Submit Response", and follow the instructions to submit the electronic bid.

mailto:josh_crites@co.washington.or.us tel:(971)329-6555 https://secure.procurenow.com/signup

FINANCIAL and DEVELOPMENT ADVISORY SERVICES Powered by ProcureNow

II.B Deadline Disclaimer

It is the responsibility of the bidder to submit electronic bids before the deadline date and time approaches as posted on ProcureNow.

Some people are experiencing problems with the Internet, so make sure that all documents are uploaded as soon as possible well in advance of the deadline. The County's ProcureNow system will close promptly at the deadline date and time…no exceptions are allowed.

III. VENDOR SUBMISSIONS

III.A Solicitation Requirements*

Did you read through and confirm that you met all of the Solicitation requirements?

☐ Yes

☐ No *Response required

III.B CERTIFICATION AND CONTRACT OFFER*

By submission of a response does the vendor attests that they have carefully examined the Special Instructions, Project/Proposal Information, General Instructions and all other related material and information, and agrees to comply with the terms set forth in those documents and to furnish the services described at the rates proposed or bid?

Does the vendor further agrees that this offer will remain in effect at the rates proposed or bid for a period of not less than 180 calendar days from the date that proposals or bids are due and that this offer may not be withdrawn or modified during that time?

☐ Yes

☐ No *Response required

III.C Collusion and Discrimination*

The vendor hereby certifies that this proposal or bid is genuine and that it has not entered into collusion with any other vendor(s) or any other person(s).

The vendor hereby certifies that it has not discriminated and will not discriminate against any minority, women or emerging small business enterprise or against a business enterprise that is owned or controlled by or that employs a disabled veteran as defined in ORS 408.225 in obtaining any required subcontract per ORS 279A.110.

☐ Please confirm *Response required

FINANCIAL and DEVELOPMENT ADVISORY SERVICES Powered by ProcureNow

III.D Tax*

The vendor hereby certifies that they have complied with the tax laws of Oregon and all political subdivision of the State of Oregon, including ORS 305.620 and ORS chapters 316, 317 and 318.

Washington County may terminate the contract if contractor fails to comply with any tax laws during the term of the contract.

☐ Please confirm *Response required

III.E DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS *

The vendor certifies to the best of its knowledge and belief that neither it nor any of its principals:

a. Are presently debarred, suspended, proposed for debarment, or declared ineligible from submitting bids or proposals by any federal, state or local entity, department or agency;

b. Have within a three-year period preceding this offer, been convicted or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performance of a public (Federal, state or local) contract or subcontract; violation of Federal or state antitrust statues relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statement, tax evasion, or receiving stolen property;

c. Are presently indicted for, or otherwise criminally or civilly charged by a governmental entity with, commission of any of the offenses enumerated in paragraph 2 of this certification;

d. Have within a three-year period preceding this offer, had one or more contracts terminated for default by any Federal, state or local public agency.

☐ Please confirm *Response required

III.F Cooperative Purchasing*

Will the bidder hereby extend pricing and terms to other public agencies?(there is no penalty for not agreeing to extend pricing)

☐ Yes

☐ No *Response required

III.G Resident Vendor*

The vendor is a resident as defined in ORS 279A.120*?

*ORS 279A.120(1)(b) – Resident vendor means a vendor that has paid unemployment taxes or income taxes in this state during the 12 calendar months immediately preceding submission of

FINANCIAL and DEVELOPMENT ADVISORY SERVICES Powered by ProcureNow the bid, has a business address in this state and has stated in the bid whether the vendor is a resident vendor . Nonresident vendor shall comply with the provisions of ORS 279A.120(3).

☐ Yes

☐ No *Response required

III.H Explanation if unable to certify

The vendor will provide immediate written notice to the County if at any time prior to contract award, the vendor learns that the information attested to was erroneous when submitted or has become erroneous by reason of changed circumstances.

Where vendor is unable to certify to any of the statements in this certification, proposer shall attach an explanation to this offer. A certification that any of the items in the above paragraphs exists will not necessarily result in withholding of an award under this solicitation. However, the certification will be considered in connection with a determination of the proposer’s responsibility.

III.I Addenda*

To confirm that you have received and read all Addenda related to this solicitation, please type the Addenda numbers here (i.e. "1,2,3"). If there were no Addenda, type "N/A"

*Response required

III.J Proposal*

Please Upload your COMPLETE Proposal here.

*Response required

III.K Proposal Packet*

Upload completed and signed Proposal Packet here

*Response required

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