Legal_Services_for_Low_Income_Housing_Tax_Credit.pdf

Solicitation # 2025-07-01

Legal Services for Low Income Housing Tax Credit

RESPONSES ARE DUE TO PURCHASING PRIOR TO:

Tuesday, July 22, 2025, 2:00 pm

NO LATE SUBMISSIONS WILL BE ACCEPTED

ELECTRONIC RESPONSES SUBMITTED THROUGH ARE HIGHLY PREFERRED

https://procurement.opengov.com/portal/metrocareservices/projects/181322

FOR QUESTIONS CONCERNING THIS RFQ PLEASE CONTACT:

Jewelie Ramos, Purchasing Director

Phone: (469) 940-4099 Email: Purchasing@metrocareservices.org https://procurement.opengov.com/portal/%7B

Table of Contents

1. Introduction

2. Respondent Instructions

3. Project Details

4. Evaluation Criteria

5. General Conditions

6. Vendor Questionnaire & Required Document Submissions

7. Attachments

1. Introduction

1.1. Summary

Metrocare is seeking formal proposals for Legal Services for Low Income Housing Tax Credit.Metrocare is seeking to engage a qualified LIHTC attorney to support our upcoming affordable housing development(s). The selected attorney will be responsible for advising on all legal aspects related to the Low-Income Housing Tax

Credit (LIHTC) program, including entity structuring, eligibility analysis, application support, regulatory compliance, and review of partnership agreements. Experience working with public entities and supportive housing developments is strongly preferred.

1.2. Background

Metrocare Services (“Metrocare”), formerly known as Dallas County MHMR, is the largest provider of behavioral health services in Dallas County, serving more than 62,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities from mental health care, primary care centers, services for veterans and their loved ones, accessible pharmacies, housing, and supportive social services.

Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research lead the way in advancing innovative mental health research while training clinicians needed to expand the clinical workforce across the state.

Metrocare receives federal and state financial assistance for numerous programs, the more significant of which include the Texas Department of Health and Human Services and Medicaid/Medicare/Insurance reimbursement.

1.3. Contact Information

Jewelie Ramos, Purchasing Director

1345 River Bend Dr, Suite 200

Dallas, TX 75247

(469) 940-4099 jewelie.ramos@metrocareservices.org

1.4. Timeline

Project Release Date: July 2, 2025

Pre-Proposal Meeting (Non-Mandatory): July 15, 2025, 2:00pm

TEAMS Meeting ID: 234 408 861 711 7 Passcode: us3JP2mJ Dial in by Phone: 929-352-1542 Phone Conference ID: 289 156 030#

Question Submission Deadline: July 18, 2025, 2:00pm

Response Submission Deadline: July 22, 2025, 2:00pm

2. Respondent Instructions

2.1. Important Instructions for Electronic Submittals

Metrocare prefers to accept electronic submittals for this Solicitation. Before the Respondent can submit their electronic response to this solicitation, they must create a FREE account with OpenGov Procurement by registering online at https://procurement.opengov.com/signup. Once the Respondent has completed their account registration, they must return to this page to view the project details or use the following link:

https://procurement.opengov.com/portal/metrocareservices/projects/181322. The Respondent should select "Draft Response" and follow the instructions provided to begin submitting their electronic response.

To view all Metrocare project opportunities, use the following link:

https://procurement.opengov.com/portal/metrocareservices. If you would like to be notified of any future

Metrocare project opportunities, select "Subscribe".

Please ensure the following items are included and completed before submitting your proposal:

A. Completed Vendor Questionnaire Form

B. Completed Conflict of Interest Questionnaire

C. Completed Company W-9. The latest IRS 2024 W-9 version is required.

D. Certificate of Insurance- Do not add Metrocare as a holder unless your company is awarded the contract.

E. Optional - Please include any additional references, marketing material, or supporting documentation to justify the respondent's qualifications for this project for review with your submittal.

2.2. Instructions to Respondents

This Request for Qualifications (RFQ- Professional Services: Engineering, Architectural Design, etc) will be available online through https://procurement.opengov.com/portal/metrocareservices from the date issued until the due date and time provided. Any subsequent addendums and/or attachments will be added to the website listed above.

Metrocare Contact:

Jewelie Ramos, Purchasing Director

Phone: (469) 940-4099

Email: Purchasing@metrocareservices.org

All submittals must be received no later than 2:00 pm Central Time on Tuesday, July 22, 2025. Late submissions will not be accepted.

Electronic submittals are preferred through our online electronic bidding system https://procurement.opengov.com/portal/metrocareservices https://procurement.opengov.com/signup https://procurement.opengov.com/portal/metrocareservices/projects/181322 https://procurement.opengov.com/portal/metrocareservices https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf https://www.irs.gov/pub/irs-pdf/fw9.pdf https://procurement.opengov.com/portal/metrocareservices mailto:Purchasing@metrocareservices.org https://procurement.opengov.com/portal/metrocareservices

All paper-sealed submittals must be received by the Metrocare's Receptionist located on the 2nd floor of the

Administration Building located at 1345 Riverbend Dr. Suite 200, Dallas, Texas 75247 by the due date and time provided. All paper submittals must include a USB/flash drive with an electronic copy of the submittals and any attachments.

Metrocare is not responsible for lateness or non-delivery of mail, carrier, etc., and the time and date recorded by Metrocare Receptionist shall be the official time of receipt.

Sealed paper submittals must be in one sealed envelope clearly marked with the label below completed and affixed on the outside of the sealed envelope containing the submittal:

SEALED SUBMITTAL – DO NOT OPEN

Metrocare Services 2nd Floor

ATTN: Purchasing

1345 Riverbend Dr. Suite 200

Dallas, Texas 75247

RFQ # 2025-07-01

Legal Services for Low Income Housing Tax Credit

Submission Deadline: Tuesday, July 22, 2025, 2:00 pm Central Time

Vendor Name: ______________________________________________

Vendor Contact Name: _______________________________________

Vendor Phone Number: _______________________________________

Pre-Proposal Meeting

To allow the respondents an opportunity to ask additional questions regarding the project, a non-mandatory pre-proposal meeting will be held for this RFQ.

Meeting Date and Time: Tuesday, July 15, 2025, 2:00 pm

TEAMS Meeting Link: https://tinyurl.com/bdd2rhs6

TEAMS Meeting ID: 234 408 861 711 7

Passcode: us3JP2mJ

Dial in by Phone: 929-352-1542

Phone Conference ID: 289 156 030#

Solicitation Questions

Any questions regarding this solicitation shall be submitted online using the OpenGov electronic bidding system or shall be emailed to Metrocare’s Purchasing Department at Purchasing@metrocareservices.org with the solicitation number in the subject line no later than 2:00 pm Central Time, Friday, July 18, 2025.

https://tinyurl.com/bdd2rhs6 https://procurement.opengov.com/portal/metrocareservices mailto:Purchasing@metrocareservices.org

Metrocare’s response to the questions shall be provided to all respondents through an addendum and will be bound with and made a part of the contract documents. No other explanation or interpretation will be considered official or binding. Respondents shall not contact any Metrocare staff except those designated in this solicitation or subsequent addendums. Noncompliance with this provision may result in the rejection of the submittal.

A copy of all questions in the addendum format shall be posted online through https://procurement.opengov.com/portal/metrocareservices/projects/181322. Metrocare shall NOT be held liable for any costs incurred by any respondent for work performed in preparation of and production of the submittal or for any work performed prior to the execution of an awarded contract.

Any submittal may be withdrawn or a revised submittal provided prior to the submittal deadline.

2.3. Contract Award and Contract Terms

Contract Award

All submissions received from qualified, responsible, and responsive respondents will be evaluated fully to ascertain which respondent provided a response most advantageous to Metrocare. Metrocare reserves the right to enter into an agreement with a single award, split awards, non-award, or use any combination that best serves the interest and at sole discretion of Metrocare.

Any contract awarded in pursuant to this solicitation is not assignable. The awarded Contractor(s) shall not sell, assign, transfer, sub-contract, or convey this contract, in whole or in part, without the prior written consent of Metrocare.

Metrocare reserves the right to accept and/or reject any and all submitted responses or any part thereof, waive immaterial errors, waive any irregularities or informalities in the submittal received, and award the contract in the best interest of Metrocare.

Respondents shall promptly notify Metrocare of any omissions, ambiguity, inconsistency, or error that they may discover upon examination of this solicitation. Metrocare shall not be responsible or liable for any errors and/or misrepresentation that result from the solicitations which are inadvertently incomplete, ambiguous, inconsistent or obviously erroneous.

Any submitted responses may be withdrawn or a revised submission may be substituted prior to the submittal deadline. The solicitation documents submitted to Metrocare cannot be altered, amended, or withdrawn by the Respondent after the submittal deadline, unless such alteration, amendment or withdrawal notice is approved in writing by the Purchasing Director.

An opened response may not be changed for the purpose of correcting any error by the Respondent or

Respondent’s agent. Any ambiguity in the submittal as a result of omission, error, lack of clarity or noncompliance by the Respondent with specifications, instructions, and all conditions shall be construed in the favor of Metrocare. If the unit prices and their extensions do not coincide, Metrocare may accept the price most beneficial to Metrocare, and the Respondent will be bound thereby.

Contract Termination https://procurement.opengov.com/portal/metrocareservices/projects/181322

If at any time, the successful Contractor fails to fulfill or abide by the terms, conditions, specifications, or performance requirements of this solicitation, or any contract awarded and entered pursuant thereto, Metrocare reserves the right to deduct charges from successful Contractor’s invoice at the time it is due; or cancel the contract at Metrocare’s convenience, without penalty, by furnishing written notice of termination to Contractor, and select another Contractor and award a contract to its Contractor pursuant to the terms thereof.

At Metrocare’s sole discretion, any awarded contract may be canceled or terminated for convenience without penalty at any time by giving the Contractor thirty (30) days written notice. The Contractor may be entitled to payment for services actually performed; to the extent said services are satisfactory.

Availability of Funds

This solicitation is conditioned upon the availability of federal, state, or local funds, which are appropriated or allocated for payment of the requested services. If, during any stage of this contract, funds are not allocated and available for the requested services, the contract will be canceled. Metrocare will notify the Contractor at the earliest possible time if this occurs.

2.4. Contract Award and Contract Terms

Contract Award

All submissions received from qualified, responsible, and responsive respondents will be evaluated fully to ascertain which respondent provided a response most advantageous to Metrocare. Metrocare reserves the right to enter into an agreement with a single award, split awards, non-award, or use any combination that best serves the interest and at sole discretion of Metrocare.

Any contract awarded in pursuant to this solicitation is not assignable. The awarded Contractor(s) shall not sell, assign, transfer, sub-contract, or convey this contract, in whole or in part, without the prior written consent of Metrocare

Metrocare reserves the right to accept and/or reject any and all submitted responses or any part thereof, waive immaterial errors, waive any irregularities or informalities in the submittal received, and award the contract in the best interest of Metrocare.

Respondents shall promptly notify Metrocare of any omissions, ambiguity, inconsistency, or error that they may discover upon examination of this solicitation. Metrocare shall not be responsible or liable for any errors and/or misrepresentation that result from the solicitations which are inadvertently incomplete, ambiguous, inconsistent or obviously erroneous.

Any submitted responses may be withdrawn or a revised submission may be substituted prior to the submittal deadline. The solicitation documents submitted to Metrocare cannot be altered, amended, or withdrawn by the Respondent after the submittal deadline, unless such alteration, amendment or withdrawal notice is approved in writing by the Purchasing Director.

An opened response may not be changed for the purpose of correcting any error by the Respondent or

Respondent’s agent. Any ambiguity in the submittal as a result of omission, error, lack of clarity or noncompliance by the Respondent with specifications, instructions, and all conditions shall be construed in the favor of Metrocare. If the unit prices and their extensions do not coincide, Metrocare may accept the price most beneficial to Metrocare, and the Respondent will be bound thereby.

Contract Termination

If at any time, the successful Contractor fails to fulfill or abide by the terms, conditions, specifications, or performance requirements of this solicitation, or any contract awarded and entered pursuant thereto, Metrocare reserves the right to deduct charges from successful Contractor’s invoice at the time it is due; or

Cancel the contract at Metrocare's convenience, without penalty, by furnishing written notice of termination to Contractor, and select another Contractor and award a contract to its Contractor pursuant to the terms thereof.

At Metrocare’s sole discretion, any awarded contract may be canceled or terminated for convenience without penalty at any time by giving the Contractor thirty (30) days written notice. The Contractor may be entitled to payment for services actually performed; to the extent said services are satisfactory.

Availability of Funds

This solicitation is conditioned upon the availability of federal, state, or local funds, which are appropriated or allocated for payment of the requested services. If, during any stage of this contract, funds are not allocated and available for the requested services, the contract will be canceled. Metrocare will notify the Contractor at the earliest possible time if this occurs.

3. Project Details

3.1. Minimum Qualification Requirements

• Licensed legal practice in the State of Texas (or ability to work with local counsel as needed)

• Minimum of 5 years of experience in affordable housing finance and LIHTC transactions

• Proven track record representing nonprofit or governmental developers in tax credit projects

• Familiarity with CDBG, HOME, ARPA, and other public funding mechanisms is preferred

• Ability to work collaboratively with multi-disciplinary teams and tight development timelines

3.2. Scope of Services

The attorney or law firm will be expected to provide the following services:

• Advise Metrocare on structuring the project to qualify for federal and/or state tax credits, including 4% or 9% LIHTC

• Draft and review legal related to LIHTC applications, investor partnership agreements, and closing documents.

• Assist with real estate acquisition, including title review, purchase agreements, and coordination of companies.

• Represent Metrocare in negotiations with syndicators, investors, lenders, and governmental entities.

• Provide counsel on regulatory compliance, including IRS, TDHCA (or applicable HFA), and municipal requirements

• Support Metrocare through the closing of construction and permanent financing

• Ensure coordination with architects, general contractors and development consultants for legal matters.

4. Evaluation Criteria

All submissions received from qualified, responsible, and responsive respondents will be evaluated fully to ascertain which respondent provided a proposal most advantageous to Metrocare. The respondent’s submittal should provide a straightforward, concise description of the respondent’s capabilities to satisfy the requirements listed in this solicitation.

An evaluation committee (“Committee”) will review the submitted proposals. The Committee will evaluate all submissions and ultimately determine a final list of the most competent and qualified respondents.

During the evaluation process, the Committee and Metrocare reserve the right, where it may serve the

Metrocare’s best interest, to request additional information or clarifications from the respondents. In fairness to all firms, requests for interviews, visits, or presentations prior to the closing time and date will not be permitted. Interviews with selected firms may or may not be requested at the sole discretion of Metrocare after the closing date. Selection may be made strictly from the information provided in the proposal, however, Metrocare reserves the right to conduct interviews as well as request presentations from any respondents as part of the final selection process.

The proposals will be evaluated on the following criteria and scored on a 100-point basis:

No. Evaluation Criteria Scoring Method Weight (Points)

1. Experience of the Firm

This shall include but is not limited to the qualifications and experience of the company.

Responses to the vendor questionnaire will be evaluated.

Points Based 25 (25% of Total)

2. Qualifications of Key Personnel

This shall include but is not limited to the qualifications and experience of the key personnel that would be assigned to this project based on the resumes provided.

Points Based 25 (25% of Total)

3. Relevant Project Experience for Selected

Services

This shall include but is not limited to the company and staff’s prior experience with similar projects with nonprofits or government agencies, and the references provided relevant to tax credit housing projects.

Points Based 25 (25% of Total)

4. Approach to Providing Services

This shall include but is not limited to, the quality of services proposed, the design approach, and the implementation plan, and timeline schedule proposed.

Points Based 25 (25% of Total)

5. General Conditions

5.1. Standard Terms and Conditions

The obligations of the parties under a contract awarded through this solicitation will be performed in Dallas

County, Texas. Exclusive venue shall be Dallas County, Texas, and any contract awarded under this solicitation shall be governed by the laws of the State of Texas. All work must be in compliance with and conform to any and all applicable state or local laws, ordinances, regulations, codes, rules, policies, and interpretations thereof.

All submittals shall be subject to the Texas Public Information Act Texas Government Code 552 unless the respondent clearly and prominently identifies a particular section in the submittal as proprietary and said item unequivocally qualifies for this exception under the Act as determined by the Texas Attorney General.

Texas Government Code Chapter 176 mandates the public disclosure of certain information concerning persons doing business or seeking to do business with Metrocare, including affiliations and business and financial relationships such persons may have with Metrocare officers. An explanation of the requirements of

Chapter 176, applicable forms, and a complete text of the new law is available at:

https://www.ethics.state.tx.us/filinginfo/conflict_forms.htm. By doing business or seeking to do business with Metrocare, you acknowledge that you have been notified of the requirements of Chapter 176 of the

Texas Local Government Code and that you are solely responsible for complying with the information provided.

Once a selection is made and Metrocare has the intent to award, the successful respondent will be required to submit Form 1295 to the State of Texas electronically prior to executing the agreement.

https://www.ethics.state.tx.us/filinginfo/1295/

Lobbying of selection committee members, Metrocare staff, or Board Members members will not be permitted nor tolerated during the solicitation process.

Prohibition of Boycott Israel: By submission of this solicitation response, the Contractor verifies that they will not Boycott Israel and agrees that during the term of this Contract, they will not Boycott Israel as that term is defined in Texas Government Code 2271. Effective September 1, 2019, this section does not apply if the

Vendor is a sole proprietor, a non-profit entity, or a governmental entity; and only applies if: (i) the Vendor has https://statutes.capitol.texas.gov/Docs/GV/htm/GV.552.htm https://statutes.capitol.texas.gov/Docs/LG/htm/LG.176.htm https://www.ethics.state.tx.us/filinginfo/conflict_forms.htm https://www.ethics.state.tx.us/filinginfo/1295/ https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2271.htm ten (10) or more full-time employees and (ii) this Contract has a value of $100,000.00 or more to be paid under the terms of this Contract.

Prohibition of Boycott of Energy Companies: By submission of this solicitation response, the Contractor verifies that is does not Boycott Energy Companies and agrees that during the term of this Agreement will not

Boycott Energy Companies as that term is defined in Texas Government Code 2276, as amended. This section does not apply if the Contractor is a sole proprietor, a non-profit entity, or a governmental entity; and only applies if: (i) Contractor has ten (10) or more full-time employees and (ii) this Agreement has a value of

$100,000.00 or more to be paid under the terms of this Agreement.

Prohibition of Discrimination Against Firearm Entities and Firearm Trade Associations: By submission of this solicitation response, the Contractor verifies that it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (ii) will not discriminate during the term of the contract against a firearm entity or firearm trade association as that term is defined in Texas

Government Code 2274. This section only applies if: (i) Contractor has ten (10) or more full-time employees and (ii) this Agreement has a value of $100,000.00 or more to be paid under the terms of this Agreement; and does not apply: (i) if the Contractor is a sole proprietor, a non-profit entity, or a governmental entity; (ii) to a contract with a sole-source provider; or (iii) to a contract for which none of the submittals from a company were able to provide the required certification.

The Contractor shall be and remain an independent contractor throughout the term of any contract awarded pursuant to this solicitation for all purposes, including but not limited to, the application of the Fair Labors

Standards Act minimum wage and overtime payments, Federal Insurance Contribution Act, the provisions of the Internal Review Code, and all State of Texas revenue, workers compensation, and unemployment insurance laws. The Contractor will retain sole and absolute discretion over the manner and means of carrying out the activities and all responsibilities listed herein. The Contractor agrees that it is a separate and independent enterprise from Metrocare and that it has full opportunity to find other business, that it has made its own investment in its business, and that it will utilize a high level of skill necessary to perform the work. This agreement shall not be construed as creating any joint employment relationships between the

Contractor and Metrocare, and Metrocare will not be liable for any obligation incurred by the Contractor.

5.2. Contractor Insurance Requirements

Contractors on Metrocare's property or public right-of-way for Metrocare shall provide Metrocare a certificate of insurance evidencing the coverage and coverage provisions identified herein.

The Contractor hereby covenants and agrees to indemnify, hold harmless, and defend Metrocare, its officers, agents, servants, and employees, from and against any and all claims or lawsuits of any kind or character, whether real or asserted, for either property damage or loss (including alleged damage or loss to contractor’s business, and any resulting lost profits) personal injury, including death, to any and all persons, and damages for claims of intellectual property infringement, arising out of or in connection with this agreement, to the extent caused by the acts or omissions of contractor, its officers, agents, subcontractors, servants or employees.

All insurance and certificate(s) of insurance shall contain the following provisions: (1) name Metrocare, its officers, agents, and employees as additional insureds as to all applicable coverage with the exception of https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2276.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2274.htm https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2274.htm

Workers' Compensation Insurance; (2) provide for at least thirty (30) days prior written notice to Metrocare for cancellation, non-renewal, or material change of the insurance; (3) provide for a waiver of subrogation against Metrocare for injuries, including death, property damage, or any other loss to the extent the same is covered by the proceeds of insurance.

All insurance companies providing the required insurance shall be authorized to transact business in Texas and rated at least “A” by AM Best or other equivalent rating service.

The Contractor shall during the term hereof maintain in full force and affect the following insurance:

Metrocare reserves the right to amend or require addition all types depending on the nature of the work.

The successful Contractor shall procure and maintain in force during the terms of any contract awarded pursuant to this solicitation, at its own cost, the following minimum insurance coverage:

Type of Insurance Amount of Insurance Provisions

A. Commercial General

(Public) Liability to include coverage for:

A. Premises/Operations

B. Products/Completed

Operations

C. Independent Contractors

D. Personal Liability

E. Contractual Liability

$1,000,000 each occurrence

$2,000,000 general aggregate

$2,000,000 Umbrella/ Excess

Liability

Metrocare to be listed as additional insured and provided

30-day notice of cancellation or material change in coverage.

Metrocare requires that insurer be rated A or higher by A.M.

Best or equivalent.

Waiver of subrogation

2. Business Auto Liability • $1,000,000 per occurrence

• $1,000,000 aggregate or;

• $1,000,000 combined single limits

Metrocare to be named as an additional insured

3. Workers’ Comp & Employers’

Liability

Statutory Limits

$1,000,000 each accident

Waiver of subrogation

Prior to the execution of any awarded contract by Metrocare, the successful Contractor shall forward

Certificates of Insurance to the department contact that will be managing the contract. The required insurance policies shall be procured and maintained in full force and effect for the duration of the awarded contract. The

Certificate Holder shall be Metrocare and include the following correspondence address 1345 Riverbend Dr.

Suite 200, Dallas, Texas 75247.

6. Vendor Questionnaire & Required Document Submissions

1. Authorized Respondent’s Information

1.1. Authorized Official's Contact Information*

Please provide the contact Information of the authorized official submitting this response.

• Legal Name

• Title

• Email Address

• Phone Number

*Response required

1.2. Response Confirmation*

By clicking "Please confirm" below, hereon affixed, the respondent declares they have read this solicitation entirely and with full knowledge of the requirements, does hereby agree to furnish the services in full accordance with the requirements of this solicitation if selected.

Confirming also indicates the following:

• Person or person’s interest in this solicitation as principals are those named herein.

• I (we) have carefully examined the contents of this solicitation, and its requirements, and agree to the terms stated herein.

• The respondent acknowledges the Conflict of Interest Clause and agrees to follow the necessary requirements.

The undersigned represents that they are authorized to bind the Respondent to fully comply with the terms and conditions of this solicitation's requirements.

☐ Please confirm

*Response required

1.3. Conflict of Interest Questionnaire*

Please download the document below and upload the completed questionnaire.

• Form_CIQ_(Conflict_of_Inter...

*Response required

2. Company Information

2.1. Please provide your company's most recent signed W-9*

Please download the below documents, complete, and upload.

• Blank_W-9_2024.pdf https://procure-now.s3.us-west-2.amazonaws.com/shared-sections/production/1798/07a52eb7-fa3b-431c-bff2-4635ee633b79_Form_CIQ_%28Conflict_of_Interest_Questionnaire%29_-_CIQ.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4CKS45YQS%2F20250707%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250707T164321Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHAaCXVzLXdlc3QtMiJGMEQCIH6cRGMuhirIxoY4jnV9Zlsj8Ud9jqrsTeUsQgBthT92AiBDIK5KcM7fnbc2xgLWY1ZSzZdv1qvxNTEVVTjBFNTrDiqDBQh5EAIaDDg5MjM2NDY4NzY3MiIMV1E%2Fv7Cc3TAXaI8RKuAE%2B60GM1y2OcrwFhEdRmAHvu%2FxQ1mvlmunXEUVp7Nv3beF%2BnTbWoXPWCp6l2OqAbRdC6h54y1vyjIUKYEoe7%2B%2F0N9H8pmMQwoSzhlcjrVvlNTwzflHiFczso51pqbfp0WmEwX8GPcTbYJxHUHLQ9KMfapOBGliEjOswjgE5jTlf4Kxfm74q85aP4SKhl6UU1sap1JtTzDtyiAsAx%2F28goJiGcEH4gz%2BIFOqidtAg71%2F%2FCCKRBtJYhtRoOx9qxpSrNcTO9aGKepmdG0Ndnn3o2zjstN5rxCsJ7HxwZnmCAnVBu1xXQFywtSFaHVT1WThCs0%2FoBORdbVzq6nHhp4FtHUZGd1VkU8nCt%2BJ6%2FMmsrmmvyBIohSv0wiu8e29smnbM55kUEnJfD57p6QI67RdF5fpwL5FepUgoEtcdT7d%2F5duGzgbh1GIhN37B5PpIH5mAAgU0B7wIZdBFd9racaKA5%2FwrVirRosJNyR%2B2bMfS4HAS%2BNgs%2BrEIE5Q2UV%2FPFJgcxYxSys47%2F6GMCkgeEygP57kcz%2F3gZl1JRgv6LzaFC61nYIgqXBYL%2BWHJif0fNuKrR583qzAjAuAwL%2BkgPYeFrGZWW%2FDuKEsX7uyald3UYJyxQaCzkL9OGeV4MO0Lx8siBzSN6qhqKmhL6xwSW4pPApxenAIZh2Fi%2BZNDuTnUR%2BUAckef3LTSZlRTwK0Me1hoJ%2BKeqWWP6v18E4UvQW6pYrzajnpd0mlGwe9HCA3JYuDRT6n9NnkATL9tVXHjm2LaiiL6zUeBjAhKsmmAyet5SPFL%2F7lIj%2B30pe2CnsAehfJXMwlNyvwwY6nAGsxk3ztSpZBz1jUHYPhd5p4x0o06dD9K4yipV1WfNTu51Lk42R1xK1H1oFiGzDCgPaZCerDgyAz2OgKXy1KuHemARd%2FlfSWv%2F9OaaKMF3dOG02jPgy2GKBRZPiCfnnaTrarjmbN5IU3qG1exB88sreU6WxHdEKla04d2XAipSRYH8W1vTR3g3aNAq6Bwoa45w0nY83b%2F0ua5ugkg0%3D&X-Amz-Signature=0ae0410c346691ee1592736f4c1c6d6417782dc2cc9ab6f70576e1495206eaef&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Form_CIQ_%28Conflict_of_Interest_Questionnaire%29_-_CIQ.pdf%22&x-id=GetObject https://procure-now.s3.us-west-2.amazonaws.com/shared-sections/production/1798/e5cb081b-5538-4635-8db5-e27f194dc508_Blank_W-9_2024.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4CKS45YQS%2F20250707%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250707T164321Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHAaCXVzLXdlc3QtMiJGMEQCIH6cRGMuhirIxoY4jnV9Zlsj8Ud9jqrsTeUsQgBthT92AiBDIK5KcM7fnbc2xgLWY1ZSzZdv1qvxNTEVVTjBFNTrDiqDBQh5EAIaDDg5MjM2NDY4NzY3MiIMV1E%2Fv7Cc3TAXaI8RKuAE%2B60GM1y2OcrwFhEdRmAHvu%2FxQ1mvlmunXEUVp7Nv3beF%2BnTbWoXPWCp6l2OqAbRdC6h54y1vyjIUKYEoe7%2B%2F0N9H8pmMQwoSzhlcjrVvlNTwzflHiFczso51pqbfp0WmEwX8GPcTbYJxHUHLQ9KMfapOBGliEjOswjgE5jTlf4Kxfm74q85aP4SKhl6UU1sap1JtTzDtyiAsAx%2F28goJiGcEH4gz%2BIFOqidtAg71%2F%2FCCKRBtJYhtRoOx9qxpSrNcTO9aGKepmdG0Ndnn3o2zjstN5rxCsJ7HxwZnmCAnVBu1xXQFywtSFaHVT1WThCs0%2FoBORdbVzq6nHhp4FtHUZGd1VkU8nCt%2BJ6%2FMmsrmmvyBIohSv0wiu8e29smnbM55kUEnJfD57p6QI67RdF5fpwL5FepUgoEtcdT7d%2F5duGzgbh1GIhN37B5PpIH5mAAgU0B7wIZdBFd9racaKA5%2FwrVirRosJNyR%2B2bMfS4HAS%2BNgs%2BrEIE5Q2UV%2FPFJgcxYxSys47%2F6GMCkgeEygP57kcz%2F3gZl1JRgv6LzaFC61nYIgqXBYL%2BWHJif0fNuKrR583qzAjAuAwL%2BkgPYeFrGZWW%2FDuKEsX7uyald3UYJyxQaCzkL9OGeV4MO0Lx8siBzSN6qhqKmhL6xwSW4pPApxenAIZh2Fi%2BZNDuTnUR%2BUAckef3LTSZlRTwK0Me1hoJ%2BKeqWWP6v18E4UvQW6pYrzajnpd0mlGwe9HCA3JYuDRT6n9NnkATL9tVXHjm2LaiiL6zUeBjAhKsmmAyet5SPFL%2F7lIj%2B30pe2CnsAehfJXMwlNyvwwY6nAGsxk3ztSpZBz1jUHYPhd5p4x0o06dD9K4yipV1WfNTu51Lk42R1xK1H1oFiGzDCgPaZCerDgyAz2OgKXy1KuHemARd%2FlfSWv%2F9OaaKMF3dOG02jPgy2GKBRZPiCfnnaTrarjmbN5IU3qG1exB88sreU6WxHdEKla04d2XAipSRYH8W1vTR3g3aNAq6Bwoa45w0nY83b%2F0ua5ugkg0%3D&X-Amz-Signature=a539b8797cc791fd327a616d4b8656eb6d0ffc0366d70629d4025d965352e0e7&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Blank_W-9_2024.pdf%22&x-id=GetObject

*Response required

2.2. Full Legal Company Name*

*Response required

2.3. Principal Place of Business Address*

*Response required

2.4. Principal Place of Business Phone Number*

*Response required

2.5. Company Website URL

2.6. Person Authorized to negotiate and sign contracts with MetroCare

2.7. Number of years in business working on similar types of projects?*

*Response required

2.8. List the number of employees working for your company:*

*Response required

2.9. State and Date of Incorporation, Partnership, or Ownership Established?*

*Response required

2.10. Is your company certified by one of the following agencies?*

• Small Business Enterprise (SBE)

• Disadvantaged Business Enterprise (DBE)

• Historically Underutilized Business (HUB)

• Minority Business Enterprise (MBE)

• Woman-Owned Business Enterprise (WBE)

• Veteran-Owned Small Business (VOSB)

☐ Yes

☐ No

*Response required

When equals "Yes"

2.10.1. If yes, please provide a copy of the certification(s) with your submittal.*

*Response required

3. Cooperative Purchasing

3.1. MetroCare has established several government entity interlocal agreements. Should any of these Government Entities desire to utilize this contract, would you offer the same terms, conditions,specifications, and pricing to that entity? **

☐ Yes

☐ No

4. References

Please provide four (4) references who can verify the quality of service your company provides. Metrocare prefers references from non-profit, behavioral health, and governmental entities with a scope of work similar to the project mentioned in this solicitation in which the respondent has worked in the past three years.

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

4.1. Reference 1*

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

*Response required

4.2. Reference 2*

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

4.3. Reference 3*

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

*Response required

4.4. Reference 4*

• Company Name Work Was Completed For:

• Company Location:

• Time Period Service was Provided:

• Contact Person and Title:

• Phone:

• Email:

• Description of Contracted Services:

*Response required

5. Claims and Suits

5.1. Has your organization ever failed to complete any work awarded to your company?*

☐ Yes

☐ No

*Response required

5.2. Are there any judgments, claims, arbitration proceedings, or suits pending or outstanding against your organization or its officers?*

☐ Yes

☐ No

5.3. Has your organization filed any lawsuits or requested arbitration regarding awarded contracts within the last five years?

☐ Yes

☐ No

5.4. If you have answered "Yes" to any of the claim and suit questions, please provide supplemental information/documents here.

6. Proposal Approach and Timeline- These questions can be further addressed on a separate document within your submittal under the additional information section.

6.1. What is the earliest date your company would be able to begin work on this project if awarded?*

*Response required

6.2. What is your company’s estimated number of calendar days for the project completion?*

*Response required

6.3. Please outline your approach to delivering the requested services. This shall include but is not limited to the quality of services proposed, the staffing approach, timeline, and method used to address any issues reported.*

*Response required

7. Additional Information from Respondent (Optional)

7.1. Please include any additional references, marketing material, or supporting documentation to justify the respondent's qualifications for this project for review with your submittal.