Legal_Services_(Addendum_#2_Revision).pdf

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

Request for Proposals

Legal Services RFP # 2524-MA - Legal Services

Date Issued September 4, 2025

First Pre-Bid Conference (Non- Mandatory)

September 18, 2025, 10:00am Via Zoom - Register in advance for this meeting:

https://shra-org.zoom.us/meeting/register/-o29MOL8QGC5NJFVrnbrhQ

After registering, you will receive a confirmation email containing information about joining the meeting.

Request for Information (RFI) Due September 23, 2025, 12:00pm

Addendum (if necessary) issued September 29, 2025, 5:00pm

Proposals Due October 7, 2025, 4:00pm mailto:ps@shra.org http://www.shra.org/ https://shra-org.zoom.us/meeting/register/-o29MOL8QGC5NJFVrnbrhQ

REQUEST FOR PROPOSAL (RFP) SOLICITATION

Legal Services

I. Introduction II. Scope of Service

III. Insurance Requirement IV. M/WBE Participation V. Contract Award and Terms VI. Agency Contact VII. Time and Place for Submission of Proposal VIII. Proposal Submittal Format and Requirements IX. Pricing Proposal X. Selection Process Overview XI. Award Notice and Acceptance Period XII. Mistake in Proposal XIII. Error in Submitted Proposals XIV. Agency’s Rights, Options, and Policies

Attachments:

A - FORM_Legal_Contract - REV. 6.11.2025

Request For Proposal (RFP) Solicitation #2524-MA - Legal Services Title: Legal Services

1. 1. ................................................................................ Introduction

Request for Proposals

Legal Services

2524-MA - Legal Services

Date:Thursday, September 4, 2025

1.1. 1.1. .................................................................................................. Summary

The Sacramento Housing and Redevelopment Agency (the “Agency”) is soliciting applications for its list of eligible law firms and hearing officers to perform work for the Agency in the service areas listed in the scope of service.

The Agency maintains a list of Qualified Law Firms, each with respective area(s) of specialty for future assignment of both litigation and transactional matters on an as-needed basis (the “List”). The

Agency assigns matters to Qualified Law Firms based on their legal specialty areas on a knowledge, experience, and budget-driven basis to the greatest extent possible.

This List is valid for a five-year period, commencing on January 1, 2026 and expiring on the passing of December 31, 2030. The Agency retains the right to contract with other law firms and hearing officers that are not on the List during this period. For some specialty areas, only one Qualified Law

Firm is placed on the List due to limited caseloads, favorable rates, and need to limit Agency administrative costs by coordinating with just one law firm; while for other subject areas, there are multiple law firms on the List.

1.2. 1.2. ..................................................................................... Contact Information

Monica Albert Compliance/Procurement Analyst 801 12th Street Sacramento, CA 95814 Email: msalbert@shra.org Phone: (916) 440-1323

Department:

Legal

1.3. 1.3. ................................................................................................... Timeline

Date Issued September 4, 2025 mailto:msalbert@shra.org tel:(916)440-1323

First Pre-Bid Conference (Non-Mandatory) September 18, 2025, 10:00am

Via Zoom - Register in advance for this meeting:

https://shra-org.zoom.us/meeting/register/-o29MOL8QGC5NJFVrnbrhQ

After registering, you will receive a confirmation email containing information about joining the meeting.

Request for Information (RFI) Due September 23, 2025, 12:00pm

Addendum (if necessary) issued September 29, 2025, 5:00pm

Proposals Due October 7, 2025, 4:00pm

2. 2. ........................................................................... Scope of Service

The Sacramento Housing and Redevelopment Agency (“Agency”) is soliciting applications from law firms and hearing officers to join its Qualified Law Firm List for legal services in designated practice areas.

The Agency is a joint powers authority representing the Housing Authorities of the City and County of

Sacramento, and, for certain federally funded programs, the City and County themselves. With over 200 employees and a $450 million annual budget, the Agency advances its mission to revitalize communities, expand affordable housing, and promote economic development.

To support this mission, the Agency manages public investments across Sacramento, including affordable housing programs, real estate development, homeless services, and commercial leasing. It is the County’s largest residential landlord and administers the Housing Choice Voucher Program, serving approximately 50,000 residents and 12,900 subsidized households.

Legal services are needed across a broad range of federal, state, and local matters. Qualified Law Firms are selected based on expertise, experience, and cost-effectiveness, and assigned work on an as-needed basis.

The List will be valid from January 1, 2026, through December 31, 2030. The Agency may also contract with firms not on the List. Some specialties may include only one firm due to limited caseloads and cost efficiency; others may include multiple firms.

Sample compensation terms are provided in Attachment B (Sample SHRA Legal Services Contract), which is negotiable following the selection process.

2.1. 2.1. ................................................................... Scope of Services - Service Areas

Legal Services

The list of legal specialty areas for which the Agency requires legal services on a routine basis are as follows, in alphabetical subject order and not by caseload. A firm’s submittal should indicate all legal specialty areas the firm is competent in and willing to accept assignments from the Agency, and should indicate which attorney(s) would serve as the primary Agency contact for each legal specialty area.

A. Administration of Federal Funds appropriated through Department of Housing and Urban

Development

B. Administrative Law

C. Bankruptcy Law

D. Eminent Domain/Inverse Condemnation

E. Employment Law and Litigation

F. Environmental Law and Litigation

G. Fair Housing/Disability Law and Litigation

H. General Business Litigation

I. General Municipal and Public Law

J. Residential Landlord/Tenant and Unlawful Detainer

K. Commercial Landlord/Tenant and Unlawful Detainer

L. Property Contamination/Polanco Act/Brownfield Cleanup

M. Public Contracting/Public Works Litigation

N. Public Finance

O. Public Housing Authority Law

P. Real Property Transactional

Q. Real Property Litigation

R. Real Property Finance and Regulatory Agreements

S. Tort Litigation

The law firm(s) or attorney(s) selected must demonstrate the following minimum qualifications in its submittal:

1. All attorneys from any selected firm who will be assigned to Agency matters must be members in good standing of the California State Bar;

2. The attorney or attorneys with primary responsibility for the Agency's relationship (“Lead

Attorney(s)”) must each have a minimum of five years of attorney experience;

3. Since selection of the attorney(s) is based upon their particular qualifications and expertise, the attorney(s) with primary responsibility for a given specialty area shall ensure that all work is performed, or fully supervised, by attorneys having substantially similar qualifications and experience; and

4. The firm has no ethical or legal conflicts which would disqualify them from representing the

Agency.

In addition to the minimum qualifications, the law firm should give evidence of the following:

1. The ability of the law firm and Lead Attorney(s) to respond in a timely manner to Agency requests;

2. Prior experience and skill in effectively working with governmental or quasi-governmental entities;

3. A high level of professional skill and demeanor, as well as thoroughness of work preparation; and

4. Number of training hours offered at no charge.

2.2. 2.2. ..................................................................................... Service Areas cont.

Bond Counsel

A. Bond Counsel must demonstrate communication and interpersonal skills that are necessary to work as a part of a financing team with Agency staff, Office of the General Counsel, underwriters, financial advisors and governing bodies.

B. Significant experience in the area of multifamily housing mortgage revenue bonds.

C. Bond Counsel attorneys must each have a minimum of five years of experience in the realm of public finance.

The law firm or attorney(s) selected for this role shall be expected to perform all routine legal services requested in connection with various bond matters related to the issuance of tax-exempt and taxable multifamily housing revenue bonds. Legal services include, but are not limited to the following:

1. Assist in the structuring of the Bond issuance.

2. Prepare Tax Equity Fiscal Responsibility Act (TEFRA), Inducement, Issuance and other required resolutions for the appropriate governing boards.

3. Draft all Bond documents.

4. Prepare and distribute local public notice for TEFRA hearings.

5. Participate in meetings, including presentations to governing boards, as requested.

6. Provide on-going advice and support to the Agency relating to Bond issuances, refunding and other related issues, as requested.

7. Provide tax opinion to the Lender and other typical Bond counsel opinions.

8. With Tax Credit Counsel, coordinate closings with funding sources, Title Company, insurance agency, contractor, architect, and other parties to assure accomplishment in a timely manner to meet the requirements of bond issuance, California Debt Limit Allocation Committee (CDLAC), Tax Credit Allocation Committee (TCAC), the Agency or any other funding sources.

2.3. 2.3. ..................................................................................... Service Areas cont.

Hearing Officers

The Agency seeks independent hearing officers for the Housing Authorities Conventional (public housing) and Housing Choice Voucher (Section 8) administrative hearings regarding evictions, program terminations, reasonable accommodation appeals, and other grievances. The combined public housing units in the City and County number about 3,500 and there are approximately 12,900 households receiving rental subsidies.

Under Federal Law, a resident or program participant may request a hearing to appeal several types of

Agency decisions. The hearing officer oversees these hearings, which are considered administrative hearings, because they are not judicial hearings, and do not have a legally binding effect. The hearings may be conducted by video and audio-conferencing technology (e.g., Zoom, MS Teams) and are digitally recorded in the event that the matter is appealed through the courts. The hearing participants may or may not be represented by counsel. Hearings are conducted based upon written evidence, live witness testimony, and other evidence presented. After the hearing, the hearing officer is required to prepare a written decision summarizing each party’s position, the facts and evidence presented, citation of the applicable regulations, lease or program provisions, and the findings that support the decision.

The hearing officer’s decisions in a particular case are not precedential for subsequent cases of a similar matter. The hearing officer is an impartial party, but may be asked to present information in a staff training session to explain the hearing process, procedures, and proper case preparation. Additionally, the hearing officer may be invited to attend training about particular regulations (for example, those regulations governing the calculation of rent) when appropriate.

The hearing decision must:

• Be mailed to the Housing Authority and the family within 14 days of the hearing;

• Include the specific reason for the action that is in dispute;

• Cite references to the specific federal regulation and/or policy that gives the Housing Authority the ability to take this action;

• Cite references to the specific federal regulation, lease violation and/or policy that the family violated, or that is the basis for the Housing Authority’s action.

• Include the date and the time of the hearing;

• Include a list of attendees the hearing;

• Include a synopsis of any testimony given, or new evidence provided, that was not included in the brief;

• Include a discussion of the decision; After hearing the testimony and reviewing the facts, why did the Hearing Officer decide to uphold or to overturn the Housing Authority’s action?;

• Show that mitigating circumstances were considered;

• State actions available to the family if they disagree with the decision rendered;

• State that the Hearing Officer is not a party to the Agency’s action, but is an objective third party conducting the administrative hearing to consider both sides of the discussion and render an objective decision; and

• Provide a final document containing the following sections:

o a summary of the issue at question, o a summary of each party’s position, o a summary of the facts, o specific reference to governing policy and/or regulation, o the decision, and o rationale for decision.

Depending on the actual number of hearings, the Agency may contract for more than one hearing officer. The Agency desires to establish compensation based on a per hearing price rather than an hourly rate.

Hearings are generally conducted in connection with two of the Agency’s programs: the Conventional

Public Housing program and the Housing Choice Voucher program. In the Conventional Public Housing program, the Agency is the owner/landlord for the property. Issues regarding program eligibility, adverse actions, and evictions are often the issues considered during these hearings. Historically, there are roughly two to three hearings per month, which can take 30 minutes to an hour depending on the hearing officer’s ability to efficiently conduct the hearing. The written decision must be issued no later than five working days after the hearing. The hearing officer’s decision is final, unless the tenant is subject to a subsequent unlawful detainer action by the Agency.

Under the Housing Choice Voucher Program (“HCV”), hearings are scheduled on an as-needed basis. Historically, there are an average of approximately 4 hearings per month, and the hearings are typically scheduled for an hour each. Since HCV participants are not Agency residents, hearings are held to ensure administrative due process regarding Agency decisions, including but not limited to program termination and the denial of reasonable accommodation requests. The Agency is not bound by hearing decisions which concern matters in which the Agency is not required to provide an opportunity for a hearing; which conflict with or contradict HUD regulations or requirements; which conflict with or contradict Federal, State or local laws; or which exceed the authority of the person conducting the hearing.

2.4. 2.4. ........................................................................................ Reservations and Conditions

The Agency reserves the right to contract with any law firm, whether included on the Qualified List or not, and to assign cases by Specialty Area to only one firm even if there are other firms on the Qualified List with the same specialty, in order to meet the needs of the Agency. The Agency may consider several factors when deciding which Qualified Firm to assign a matter to, or whether to assign a matter to a firm not on the Qualified List, including without limitation: whether a Qualified Firm has a conflict of interest related to a particular assignment, whether there is a Qualified Firm with the legal specialty required for a particular assignment, the number of matters within a particular Specialty Area requiring attention in a given period of time, a change in personnel at a given firm, and the quality and cost of prior work provided by a firm to the Agency.

3. 3. .................................................................... Insurance Requirement

With NO EXCEPTIONS, all of the applicable insurance requirements listed below must be met prior to the selected firm being awarded a contract for the services requested in this RFP. The selected firms may request a waiver from SHRA’s

Legal Department for some of the insurance requirements; however, should the request be denied no contract will be awarded. Do not submit proof of insurance with your submittal.

3.1. 3.1. ..................................................................................... Basic Requirements

During the term of the contract, the selected contractor must be able to meet Agency

Insurance Requirements.

Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Contractor, his agents, representatives, employees or subcontractors.

Any questions or concerns regarding insurance coverage should be discussed with

SHRA’s General Counsel or Risk Management. Work shall not proceed until insurance issues/ concerns are resolved.

During the term of the contract, the vendor shall maintain the following insurance coverage from insurance providers licensed to do business in California and having a

Best’s rating of at least A-VII, or a rating of such other rating service as the Agency, in its sole discretion, shall require.

Basic Requirements:

• Named certificate holder on all certificates of insurance shall be:

Sacramento Housing and Redevelopment Agency and Its

Constituent Entities

801 12th Street

Sacramento, CA 95814

• Certificates of Insurance shall include applicable endorsements. Insurance certificates shall not be accepted without the required endorsements. Further guidance of required endorsements is outlined below.

• Proper notification of cancellation of coverage is required. Contractors are required to provide notice of cancellation within ten (10) days for non-payment, and within thirty (30) days for all others.

o Failure to maintain the required insurance coverage is a material breach of the Contract. Agency shall, nevertheless, have the right, without obligation, to pay any delinquent insurance premiums and any other charges to reinstate or maintain the required insurance policies and coverage. Vendor must immediately reimburse Agency for any and all costs incurred by Agency in obtaining or maintaining such insurance. If Agency does incur such costs, Agency shall have the right to withhold such amount from any payment due to the vendor under the Contract and to reduce the compensation payable to the vendor under the Contract by such amount.

• Any deductibles or self-insured retentions must be declared to and approved by the Agency.

3.2. 3.2. ................................ Service Contract and Supply Contract Insurance Requirements

▪ Commercial General Liability: A policy of comprehensive general liability insurance which shall include, without limitation, coverage for contractual liability, public liability and property damage, written for not less than the single limit liability coverage stated.

• Requirements:

o Limits shall be no less than:

▪ $1,000,000 per occurrence for all covered losses

▪ $2,000,000 general aggregate o Endorsements:

▪ ISO Form CG 00 01 or equal equivalent

▪ ISO Form CG 20 10 or equal equivalent

• Projects over one million dollars are subject to Agency General

Counsel determination of alternate limits.

▪ Automobile Liability: Required if motor vehicles are used in performing services in connection with contract. Contractor shall provide automobile liability coverage for owned, non-owned, and hired automobiles.

o Requirements:

▪ Limits shall be no less than: $1,000,000 per accident o Requests:

▪ ISO Form CG 00 01 or equal equivalent

▪ ISO Form CG 20 10 or equal equivalent

▪ Workers Compensation and Employers Liability Insurance: California law requires a company to have Workers Compensation insurance if they have one (1) or more employees.

▪ Requirements:

• Limits shall be no less than $1,000,000 per accident or disease.

• Coverage is required whether the employee is full-time, part-time, temporary, or a family member of the owner. All employees of a company as legally defined including corporate officers and directors must be included in the

Worker’s Compensation policy unless they are owners of the firm. An owner of a firm is defined as having a 25% interest in the firm.

▪ Professional Liability: Required for all professional services provided, including but not limited to: accountant, architect, attorney, claims administration firms, consultants, insurance brokers, engineers, financial advisors, or other person who maintains a professional license.

• Limits shall be no less than:

o $5,000,000 per claim

• Contractor shall maintain professional liability insurance that insures against professional errors and omissions that may be made in performing the Services to be rendered in connection with this

Agreement.

• Any policy inception date, continuity date, or retroactive date must be before the effective date of this agreement, and Contractor agrees to maintain continuous coverage through a period no less than three years after completion of the services required by this agreement.

▪ Cyber Liability: Required if PII attachment is included with contract.

Required if service or product provided include electronic activities which may be vulnerable to data breaches of personal information.

• Requirements:

o Limits shall be no less than: $1,000,000 per claim o Policy shall include coverage through a third party as a cloud provider o Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion, and network security.

o The policy shall provide coverage for breach response costs as well as regulatory fines and penalties, and credit monitoring expenses with limits sufficient to respond to these obligations.

o Bond Counsel is required to carry a certificate of current professional liability insurance coverage in the amount of $5,000,000.00 or greater.

4. 4. ....................................................................... M/WBE Participation

The Agency strongly encourages participation from local qualified firms, including Small Business

Enterprises (SBE) and Minority- and Women-Owned Business Enterprises (M/WBE), in all aspects of contracting

5. 5. ................................................................ Contract Award and Terms

Contract Award and Term The Agency intends to award multiple contracts to the firms which SHRA determines to be the most responsive to the requirements of the RFP and who can accomplish the requirements set forth in this RFP in a manner which is overall most advantageous to SHRA. In this context, considering technical expertise, experience, price and other factors, SHRA specifically reserves the right to award to a firm other than the one with the lowest cost proposal. Offerors are informed that final selection and award may be made without discussions. The contract shall be for an initial period of five (5) years with no option to renew. .

Any proposed changes to contract terms must be disclosed during the RFI period. Requests for changes submitted after bid submission may result in the bid being deemed non-responsive

The services under this contract may be used by any department, division, or legal entity of the Agency.

Proposal Review and Negotiation Prospective contractors are strongly encouraged to review the sample contract and all attachments under #Attachments prior to submitting proposals. After selecting the most qualified firm, the Agency will negotiate and execute a contract. If negotiations fail, the Agency will proceed to the next-ranked firm, continuing until a satisfactory agreement is reached.

https://procurement.opengov.com/governments/4017/projects/190909/builder/attachments

6. 6. ............................................................................ Agency Contact

All questions, requests for clarification, and submittal procedures, requirements and selection procedures concerning this RFP are to be submitted no later than 12:00 pm on Tuesday, September 23, 2025, via

OpenGov:

https://procurement.opengov.com/portal/shra

A. Agency Contact:

o Monica Albert – Compliance/Procurement Analyst o (916) 440-1323 o E-Mail: msalbert@shra.org

Written replies to all inquiries will be posted in OpenGov. If it becomes necessary to revise any part of this

RFP, an addendum to the RFP will be issued via OpenGov no later than 5:00 pm on Monday, September

29, 2025.

Do not contact other Agency employees or Selection Committee members regarding this project or the selection procedures. Any communication with other Agency employees regarding this RFP, its scope, technical specs or submittal requirements is grounds for disqualification from this RFP. The Agency will not be responsible for oral or other explanations / interpretations of the RFP document or procedures.

https://procurement.opengov.com/portal/shra

7. 7. .............................................. Time and Place for Submission of Proposal

Contractors responding to this RFP shall review the specific submittal requirements and questions below, and submit their proposal via OpenGov:

All proposals must be received no later than4:00 pm onTuesday, October 7, 2025. If the proposal is late or incomplete, that firm may be eliminated from consideration. Proposals will ONLY be accepted through OpenGov, NO EXCEPTIONS.

OPENGOV NOTE: When uploading your documents to OpenGov, please allow sufficient time to complete the process: Once the clock turns 4:00 pm your submittal will not be accepted if you are in the process of uploading. For technical issues relating to your proposal upload, please contact OpenGov

Customer Support (while logged in) using the real-time chat (blue bubble) located on the bottom right-hand corner of the screen, or via email at procurement-support@opengov.com.

After selection and execution of the contracts, all information and materials provided in each submittal received is subject to disclosure through a Public Records Request pursuant to the California Public

Records Act.

8. 8. ........................................... Proposal Submittal Format and Requirements

Submittals of Part I below are to be standard sized (8.5” x 11”) pages and include page numbers. While concise responses are encouraged; each item listed below must be addressed thoroughly. To assist the

Selection Committee in its review, please organize your submission according to the numbered format provided, clearly identifying each item in sequence.

Important Note: Do not include any pricing information in Part I. Inclusion of pricing may result in disqualification of your submission.

8.1. 1. ....................................................................Proposal Format and Requirements Law firms and attorneys interested in placement on the Agency’s List must submit a Statement of

Qualifications, including the information outlined below. A cover letter addressing the required details is sufficient.

Pricing must be submitted only in the Pricing Proposal section of your response. Any pricing included elsewhere—such as in your resume or other attachments—will result in disqualification.

8.1.1. 1.1. Legal Services and/or Bond Counsel - Statement of Qualifications Content

• Provide the name(s) of the lead counsel(s) for the Agency’s assignments and their resume(s).

• Provide the firm name, address, and telephone and fax numbers, and specify the form of the legal entity.

• Specify which legal service specialty area(s) for which the firm is qualified and desires placement on the qualified list.

• Submit a current rate sheet; specify if there is a lower rate for public agencies, and include a description of how case assignments are handled within the firm in terms of lead attorney, associates, partners and paralegal involvement to ensure quality and cost-effective service.

• Indicate whether the firm will provide staff training services up to 6 hours annually at no fee, or at a reduced fee for such services.

• Provide a statement regarding any known potential conflicts of interest.

• Provide references from former or current clients.

• For unlawful detainer services, commercial or residential, indicate whether the law firm imposes a per case fee, in lieu of an hourly rate, for pre-trial work and additional cost if the case is tried in court. In addition, indicate whether there is a discount based on the number of cases assigned within a given time period.

8.1.2. 1.2. Hearing Officers - Statement of Qualifications Content Attorneys interested in serving as a hearing officer must submit a resume. Please highlight any experience with reasonable accommodations, administrative law, or housing authority law. If similar services are provided to other clients, list them and note any potential scheduling or conflict-of-interest concerns.

9. 9. ........................................................................... Pricing Proposal

LEGAL FEES

Hourly rates must be provided for the items listed below. While flat rates or alternative pricing structures may be accepted elsewhere, they will not be considered for these specific items. Hourly rates are required for scoring purposes.

Line Item Description Quantity Unit of

Measure

Unit Cost Total

1 Partner 1 Hourly

2 Attorney 1 Hourly

3 Associate Attorney 1 Hourly

4 Junior Attorney 1 Hourly

5 Paralegal 1 Hourly

6 Legal Assistant 1 Hourly

7 Administrative Assistant 1 Hourly

TOTAL

BOND COUNCIL

Please enter the maximum bond amount in the “Quantity” column for each corresponding fee. For example, if the fee applies to bonds up to $50,000, enter “50,000” in the Quantity field. The next line should reflect the next tier, using the previous maximum as the minimum and entering the new maximum in the Quantity field. This format ensures accurate interpretation of your pricing tiers. If you are not providing a price for any of the items listed below, please enter "No Bid."

Line Item Description Quantity Unit of

Measure

Unit Cost Total No Bid

1 Bond Amount Each

2 Bond Amount Each

3 Bond Amount Each

4 Bond Amount Each

5 Bond Amount Each

6 Bond Amount Each

Line Item Description Quantity Unit of

Measure

Unit Cost Total No Bid

7 Bond Amount Each

8 Bond Amount Each

9 Bond Amount Each

10 Bond Amount Each

HEARING OFFICER

Please enter the pricing for each hearing below. If you are not submitting for Hearing Officer, you may select No Bid.

Line Item Description Quantity Per

Hearing

Unit Cost Total No Bid

1 Proposed Pricing Per

Hearing

1 1

FLAT-RATE SERVICE TOTALS

Enter totals for flat-rate items (e.g., eviction notices, served notices). If not applicable, enter 0.

Line Item Description Quantity Unit of

Measure

Unit Cost Total

1 Eviction Proceedings & Filings:

Unlawful Detainer Actions

1 Flat Fee

10. 10. ............................................................ Selection Process Overview

SHRA’s evaluation of firms will be based upon materials submitted in response to this RFP statement. To be considered in the selection process, each company must submit complete statements and related materials. The evaluation process is a three stage process as indicated below:

Stage 1:

A Selection Committee will be established according to the Agency’s policy.

Submittals will be received and evaluated to determine if all items requested were submitted. Copies of each complete submittal will be provided to each member of the Selection Committee.

Stage 2:

Submittal review begins immediately after the deadline. The Selection Committee will evaluate and rank proposals based on written submissions. Proposers must score at least 70% on “Part I: Technical

Proposal” to be considered responsive; only responsive proposals will proceed to cost evaluation.

While interviews are not anticipated, the Committee may request clarifications or conduct interviews at its discretion. Final selection will be based on combined scores from the initial review and any interviews.

Top-scoring firms will be placed on the Agency’s List, with the number selected per specialty area based on anticipated needs.

A sample SHRA Legal Services Contract is provided; firms should review all terms and attachments before submitting qualifications.

Stage 3:

At its sole discretion, SHRA may enter negotiations with one or more proposers. If no agreement is reached, SHRA may negotiate with other firms or choose not to award a contract. SHRA also reserves the right to award a contract without negotiations.

No. Evaluation Criteria Scoring Method Weight (Points)

1. Qualifications of the Firm, Lead

Attorneys, and Associates in the

Designated Legal Specialty Areas

Points Based 50 (50% of Total)

2. Interviews, whether in person or virtual, if needed

The evaluation of references will also take into consideration the quality of the work previously provided by a firm for the

Agency. Additionally, the Agency may contact other agencies for whom the firm may have provided services but were not listed in the submittal.

Points Based 20 (20% of Total)

3. Cost/Fee Proposal

Value to the Agency, to include competitiveness of firm rates and the firm’s willingness to conduct staff trainings at low or no cost to the Agency

Reward Low Cost 30 (30% of Total)

11. 11. .................................................. Award Notice and Acceptance Period

Following final selection, contracts will be negotiated with the top ranked firms. SHRA intends to award multiple contracts to the firms which SHRA determines to be the most responsive to the requirements of the RFP and who can accomplish the requirements set forth in this RFP in a manner which is overall most advantageous to SHRA. In this context, considering technical expertise, experience, price and other factors, SHRA specifically reserves the right to award to a firm other than the one with the lowest cost proposal. Offerors are informed that final selection and award may be made without discussions.

The full execution of a written contract shall constitute the making of a contract for services and no contractor shall acquire any legal or equitable rights relative to the contract services until the contract has been fully executed by the successful Contractor and the Agency.

Should any offeror wish to protest the final selection, they shall have five (5) business days after the date of the selection letter to submit to SHRA a written protest. The written protest shall be full and complete;

specifying in detail the grounds of the protest and the facts supporting the protest or it will not be considered. Any offeror who has a legitimate protest must claim to be eligible for award of the contract. Protest letters are to be sent to:

• Sacramento Housing and Redevelopment Agency

• Attn: Procurement & Contracts Manager

• 801 12th Street, 2nd Floor

• Sacramento, CA 95814

• Or by e-mail to: ps@shra.org

All protests shall be resolved in accordance with the Agency’s protest policy and procedures, copies of which are maintained at the Agency and available upon request.

12. 12. ...................................................................... Mistake in Proposal

If after Proposal Closing Time but prior to a contract award, a proposer discovers a mistake in their proposal that renders the proposer unwilling to perform under any resulting contract, the proposer must immediately notify the Agency in writing and request to withdraw the proposal. The notice shall be addressed to the Contracting Officer, signed by a duly authorized officer of the proposer and delivered to the Proposal Submittal Address listed. It shall be solely within the Agency’s discretion as to whether withdrawal will be permitted.

13. 13. ........................................................... Error in Submitted Proposals

If an error is discovered in a vendor’s proposal, the Agency may at its sole option retain the proposal and allow the proposer to submit certain arithmetic corrections. the Agency may, at its sole option, allow the proposer to correct obvious clerical errors. In determining if a correction will be allowed, the Agency will consider the conformance of the proposal to the format and content required by the solicitation, the significance and magnitude of the correction, and any unusual complexity of the format and content required by the solicitation.

If the proposer’s intent is clearly established based on review of the complete proposal submitted, the

Agency may, at its sole option, allow the proposer to correct an error based on that established intent.

14. 14. ................................................ Agency’s Rights, Options, and Policies

A. The Agency reserves the right to select more than one law firm, to select any law firm(s) for specific purposes or for any combination of specific purposes, and to defer the selection of any law firm(s) to a time of the Agency’s choosing.

B. The Agency reserves the right to reject any and all submissions, request additional information, amend the project schedule, or issue additional requirements throughout the review process. It is the responsibility of the respondent to verify that all necessary information is submitted by the due date established by the Agency.

C. The Agency reserves the right to modify, postpone, or cancel this RFP at any time, and/or reject any and all submissions without indicating any reason. No submitted documents will be returned.

D. The Agency reserves the right to reject individual law firm employees proposed in any law firm’s submitted materials and request substitution prior to contract award and without indicating any reason.

E. The Agency highly encourages participation by local qualified firms and contractors in all aspects of consultant contracting unless the project requires unusual or highly specialized services.

F. The Agency actively encourages participation of small, minority and women owned business enterprises in all aspects of contracting.

G. No compensation is offered for any work related to this selection process. Submissions are entirely voluntary. All original documents submitted, including but not limited to electronic files, become the property of the Agency upon submission. The Agency will not consider submissions that are late or incomplete.

H. Materials contained in each submission will be considered proprietary until the Agency makes its selection. Following selection, however, the contract scope of work may be amended and negotiated based upon ideas provided by any source.

I. In accordance with federal and state laws, the Agency does not discriminate on the basis of race, color, national origin, gender, sexual orientation, religion, age, veteran's status or disability in the provision of services.

J. Qualified Law Firms and employees of Qualified Law Firms will not be considered Agency personnel.

K. Submission of application materials is deemed a representation by the submitting attorney or attorneys that they can and will be available to perform the work described herein.