Grant writer RFP attachments.pdf
PDF 3 MB Posted
- Solicitation number
- S-25700-00004500
- Issued by
- Marion County, Oregon
About this file
Grant Writer RFP Attachments Summary
This document contains the scope of work and evaluation materials for a Request for Proposals (RFP) issued by the City of Ontario for grant writing consultant services. The selected bidder will provide comprehensive grant-related services including grant funding research across federal, state, and foundation sources; on-call grant research for City-identified opportunities; grant proposal development and submission; post-award grant management; and monthly reporting on activities and expenditures. The scope of work encompasses research in infrastructure development, equipment, transportation, workforce development, public safety, and energy efficiency and sustainability. The RFP includes submission requirements for a cover letter, service process description, grant application examples, price proposal in a sealed envelope, Disclosure Exemption Affidavit, Proposer Information and Certification Sheet, Responsibility Inquiry form, and grant examples. The document includes a vendor scorecard template with evaluation criteria weighted at 30 percent for quality of references, 10 percent for quality of service processes, 30 percent for quality of grant application examples, and 30 percent for competitive pricing.
The evaluation process establishes a competitive pricing scoring structure where the lowest price proposal receives 15 points, the second lowest receives 10 points, the third lowest receives 5 points, and all other proposals receive zero points. The RFP process includes provisions for questions and clarification requests submitted to a single point of contact, proposal modifications or withdrawals prior to the deadline, a public opening of proposals, and evaluation for responsiveness and responsibility determination. The City of Ontario reserves the right to conduct interviews, presentations, discussions with proposers, request revised proposals, conduct best and final offer negotiations, and reject proposals that fail to substantially comply with RFP procedures. Protests of award decisions must be submitted within seven calendar days of the Intent to Award notice. The contract negotiation period extends up to ten calendar days, after which the City may terminate negotiations and proceed with the next highest-ranking proposer if mutually agreeable terms are not reached.
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| File | Type | Posted |
|---|---|---|
| Sample Price Agreement~6.pdf |
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SCOPE OF WORK FOR
GRANT WRITING CONSULTANT SERVICES
The selected Bidder will be responsible for providing the following services to the City of Ontario:
I. Grant Funding Research – Conduct research to identify grant funding resources including, but not limited to, Federal government resources, State government resources, foundations, and other agencies and organizations that support the City of Ontario’s funding needs and priorities, including, but not limited to:
A. Infrastructure development and maintenance B. Equipment C. Transportation D. Workforce development E. Public Safety F. Energy efficiency and sustainability
II. On-Call Grant Research – In addition to the areas defined above, the City of Ontario may identify other areas for the selected Bidder to research grant opportunities.
III. Grant Proposal Development – Provide general grant proposal writing services associated with the completion of grant applications on behalf of the City of Ontario, including the preparation of funding abstracts and production, and submittal of applications to funding sources. Grant proposals will be developed only after approval of the City of Ontario of each proposal. A copy of each grant application package submitted for funding, in its entirety, shall be provided to the City of Ontario.
IV. Grant Management - Provide post-award management services of grant, acting as a liaison between the City of Ontario and the funding source. Advise the City of Ontario on the use of grant funds in accordance with the Grant, and provide or facilitate communications between the City of Ontario and the funding source.
V. Monthly Reports – The selected Bidder shall submit monthly reports to the City of Ontario summarizing the amount of time expended, activities undertaken during the previous month, and status of those activities.
Grant Writer RFP Scorecard
VENDOR 1 VENDOR 2 VENDOR 3
0 0 0
0 0 0
VENDOR 1 VENDOR 2 VENDOR 3
0 0 0
0 0 0
VENDOR 1 VENDOR 2 VENDOR 3
0 0 0
0 0 0
VENDOR 1 VENDOR 2 VENDOR 3
0 0 0
0 0 0
*Change weights based on company requirements. Total score should = 1.00
WEIGHT
VENDOR 1
WEIGHTED
SCORE
VENDOR 2
WEIGHTED
SCORE
VENDOR 3
WEIGHTED
SCORE
0.30 0.00 0.00 0.00
0.10 0.00 0.00 0.00
0.30 0.00 0.00 0.00
0.30 0.00 0.00 0.00
1.00 0.00 0.00 0.00
Average Score
BASIS FOR SCORE
Score Based on reference feedback
BASIS FOR SCORE
Score Complete information provided
Average Score
2. Quality of Service Processes 1-5
Average Score
BASIS FOR SCORE
5. Competitive Pricing
Total Score
3. Quality of Grant Application Examples
1. Quality of References
2. Quality of Service Processes
1. Quality of References 1-5
Average Score
CRITERIA SCORES
Score low bid = 15 // 2nd lowest bid = 10 3rd lowest bid = 5 // all others = 0
4. Competitive Pricing (see notes for scoring)
BASIS FOR SCORE
Score Based on quality of writing
3. Quality of Grant Application Examples 1-5
RFP [###-####-##) - Grant Writer Consultant Services Att B
ATTACHMENT B - DISCLOSURE EXEMPTION AFFIDAVIT
__________ (Affiant), being first duly sworn under oath, and representing
_____________ (hereafter "Proposer"), hereby deposes and swears or affirms under penalty of perjury that:
1. I am an employee of the Proposer, I have knowledge of the Request for Proposals referenced herein, and I have full authority from the Proposer to submit this affidavit and accept the responsibilities stated herein.
2. I am aware that the Proposer has submitted a Proposal, dated on or about ______ (the
"Proposal"), to the State of Oregon (State) in response to Request for Proposals RFP #XXXXXX], for Grant Writer Consultant Services, and I am familiar with the contents of the RFP and Proposal.
3. I have read and am familiar with the provisions of Oregon's Public Records Law, Oregon
Revised Statutes ("ORS") 192.311 through 192.4 78, and the Uniform Trade Secrets Act as adopted by the State of Oregon, which is set forth in ORS 646.461 through ORS 646.4 75. I understand that the Proposal is a public record held by a public body and is subject to disclosure under the Oregon Public Records Law unless specifically exempt from disclosure under that law.
4. I have reviewed the information contained in the Proposal. The Proposer believes the information listed in Exhibit A is exempt from public disclosure ( collectively, the "Exempt Information"), which is incorporated herein by this reference. It is my opinion that the Exempt Information is exempt from disclosure under Oregon's Public Records Law under the specifically designated sections as set forth in Exhibit A or constitutes "Trade Secrets" under either the Oregon Public Records Law or the Uniform Trade Secrets Act as adopted in Oregon because that information is either:
A. A formula, plan, pattern, process, tool, mechanism, compound, procedure, production data, or compilation of information that:
i. is not patented,
ii. is known only to certain individuals within the Proposer's organization and that is used in a business the Proposer conducts,
iii. has actual or potential commercial value, and
iv. gives its user an opportunity to obtain a business advantage over competitors who do not know or use it.
or
B. Information, including a drawing, cost data, customer list, formula, pattern, compilation, program, device, method, technique or process that:
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| SECTION 1: GENERAL INFORMATION |
| 1.1 INTRODUCTION |
| 1.1 |
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| 1.2 SCHEDULE |
| 1.3 SINGLE POINT OF CONTACT (SPC) |
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| SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE |
| 1.1 AUTHORITY AND METHOD |
| 2.1 |
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| 2.2 OVERVIEW AND PURPOSE |
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| 2.3 SCOPE OF WORK/SPECIFICATIONS |
| SECTION 3: PROCUREMENT REQUIREMENTS |
| 1.1 MINIMUM QUALIFICATIONS |
| 3.1 |
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| 3.2 MINIMUM SUBMISSION REQUIREMENTS |
| Cover Letter |
| Submission Package |
| Service Process |
| Grant Application Examples |
| Supplemental Attachments |
| Price Proposal (sealed in its own envelope within the package) |
| Disclosure Exemption Affidavit (Attachment B) |
| Proposer Information and Certification Sheet (Attachment C) |
| Responsibility Inquiry (Attachment G) |
| Grant Examples |
| 1.1 PROPOSAL REQUIREMENTS |
| 3.3 |
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| SECTION 4: SOLICITATION PROCESS |
| 4.1 PUBLIC NOTICE |
| 1.1 PRE-PROPOSAL CONFERENCE |
| 4.2 |
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| 4.3 QUESTIONS / REQUESTS FOR CLARIFICATIONS |
| Be delivered to the SPC via an OregonBuys submission, email, or hard copy; |
| Reference the OregonBuys bid number; |
| Identify Proposer’s name and contact information; |
| Refer to the specific area of the RFP being questioned (i.e. page, section and paragraph number); and |
| Be received by the due date and time for Questions/Requests for Clarification identified in the Schedule in Section 1.2. |
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| 4.4 PROPOSAL DELIVERY OPTIONS |
| 4.5 PROPOSAL MODIFICATION OR WITHDRAWAL |
| 4.6 PROPOSAL DUE |
| 4.7 PUBLIC OPENING |
| 4.8 PROPOSAL REJECTION |
| Proposer fails to substantially comply with all prescribed RFP procedures and requirements, including but not limited to the requirement that Proposer’s authorized representative sign the Proposal. |
| Proposer has liquidated and delinquent debt owed to the State or any department or agency of the State. |
| Proposer fails to meet the responsibility requirements of ORS 279B.110. |
| Proposer makes any contact regarding this RFP with State representatives such as State employees or officials other than the SPC or persons authorized by the SPC, or inappropriate contact with the SPC. |
| Proposer attempts to influence a member of the Evaluation Committee. |
| Proposal is conditioned on Agency’s acceptance of any other terms and conditions or rights to negotiate any alternative terms and conditions that are not reasonably related to those expressly authorized for negotiation in the RFP or Amendment(s). |
| 1.1 |
| 1.1 EVALUATION PROCESS |
| 4.9 |
| 4.9.1.1 Responsiveness determination |
| 1.1.1.1 Responsibility Determination |
| 1.1.1.1 |
| 1.1.1.1 |
| 1.1.1.1 |
| 4.9.1.2 |
| Proposer with the lowest Price Proposal will receive 15 points. |
| Proposer with the second lowest Price Proposal will receive 10 points. |
| Proposer with the third lowest Price Proposal will receive 5 points. |
| All other Proposers will receive 0 points. |
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| 4.10 POINT AND SCORE CALCULATIONS |
| 1.1 |
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| 4.11 RANKING OF PROPOSERS |
| Interviews |
| Presentations/Demonstrations/Additional Submittal Items |
| Discussions and submittal of revised Proposals |
| Serial or simultaneous negotiations |
| Best and Final Offers |
| SECTION 5: AWARD AND NEGOTIATION |
| 5.1 AWARD NOTIFICATION PROCESS |
| 5.2 INTENT TO AWARD PROTEST |
| All higher ranked Proposals are non-Responsive. |
| Agency has failed to conduct an evaluation of Proposals in accordance with the criteria or process described in the RFP. |
| Agency abused its discretion in rejecting the protestor’s Proposal as non-Responsive. |
| Agency’s evaluation of Proposal or determination of award otherwise violates ORS Chapter 279B or ORS Chapter 279A. |
| 5.2.1.1 Protest Requirements |
| Be delivered to the SPC via email, or hard copy; |
| Reference the OregonBuys bid number ; |
| Identify Proposer’s name and contact information; |
| Be signed by an authorized representative of Proposer; |
| Specify the grounds for the protest; and |
| Be received within 7 calendar days of the Intent to Award notice. |
| 1.1 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS |
| 5.3 |
| 5.4 CONTRACT/PRICE AGREEMENT NEGOTIATION |
| Choice of law |
| Choice of venue |
| Constitutional requirements |
| Requirements of applicable federal and State law |
| Performance termination clause |
| In the event that the parties have not reached mutually agreeable terms within 10 calendar days, Agency, at its discretion, may terminate Negotiations and commence Negotiations with the next highest-ranking Proposer. |
| SECTION 1: |
| SECTION 1: |
| SECTION 6: ADDITIONAL INFORMATION |
| 6.1 CERTIFIED FIRM PARTICIPATION |
| 6.2 GOVERNING LAWS AND REGULATIONS |
| 6.3 OWNERSHIP/PERMISSION TO USE MATERIALS |
| 6.4 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES. |
| 6.5 COST OF SUBMITTING A PROPOSAL |
| IC-Vendor-Scorecard-Template.pdf |
| Vendor Scorecard Template |
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