P-690_Attachment_2_-_Proposer_Questionnaire_and_References.docx
DOCX document 39 KB Posted
- Attached to
- MYR | Online Secure Income Verification System
- Solicitation number
- SFGOV-0000011689
- Issued by
- San Francisco County, San Francisco City, California
About this file
Proposer Questionnaire and References Summary
This is a Proposer Questionnaire and References document issued by the City and County of San Francisco, specifically the Mayor's Office of Housing and Community Development (MOHCD), for Sourcing Event 0000011689 seeking an online secure, consent-based income verification system. The RFP was issued on September 3, 2026, with written questions due by September 16, 2026 at 12:00 Noon Pacific Time, responses to questions posted by September 18, 2026 at 5:00 PM PT, and proposals due on October 7, 2026 by 12:00 Noon PT. The Notice of Non-Responsive Proposal Determination is scheduled for October 9, 2026, and the Notice of Intent to Award is expected on October 30, 2026. The solution sought is an off-the-shelf cloud-based system that enables applicants to authorize access to financial and income sources to generate comprehensive, standardized income reports and improve MOHCD's income verification processes.
The questionnaire requires proposers to provide firm information, certify compliance with solicitation requirements, confirm registration with the San Francisco Supplier Portal and the Treasurer & Tax Collector, and submit minimum qualification documentation, price proposals, and written proposals. Proposers must provide at least two references from organizations of comparable size and volume and must comply with the City's Proposed Agreement Terms outlined in Attachment 1. The document includes provisions for Local Business Enterprise (LBE) preference certification under Chapter 14B, requires disclosure of all subcontractors directly performing services, and mandates that pricing not be dependent on a fixed minimum timeframe due to potential early contract termination. Proposers must execute a Release of Liability for References and certify the truth, accuracy, and completeness of all submitted information.
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Other files
| File | Type | Posted |
|---|---|---|
| P-690_Attachment_5_-_Price_Proposal.docx | DOCX document | |
| P-690_Attachment_9_-_WCAG_Information_Factsheet.docx | DOCX document | |
| Attachment_1_-_Proposed_Contract_Terms.pdf | ||
| P-690_Attachment_4_-_Written_Proposal_Template.docx | DOCX document | |
| MYR___Online_Secure_Income_Verification_System.pdf | ||
| MYR___Online_Secure_Income_Verification_System.xml | XML file | |
| SaaS_Income_Verification_System_RFP.pdf | ||
| P-690_Attachment_6_-_HCAO_and_MCO_Declaration_Forms.docx | DOCX document | |
| P-690_Attachment_8_-_Vendor_Attestation_of_WCAG_Compliance.docx | DOCX document |
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Text version
Sourcing Event 0000011689 Attachment 2 Proposer Questionnaire and References Part I Proposer Information Name of Firm:
Headquarter Address:
Firm Phone No.:
Contact Name & Title:
Contact E-mail:
Contact Phone:
SF Supplier ID:
Federal Tax ID:
Person Preparing Bid:
Contact Information for Support:
Telephone:
Email:
Website:
Urgent Issue Contact:
Part II Proposer Questionnaire
| Question |
| Yes |
| No |
1. Do you certify that you have complied and will continue to comply with Section 13.5 of this Solicitation entitled “Limitation on Communications during Solicitation”?
2. Have you registered as a Bidder or Supplier, through the Supplier Portal (https://sfcitypartner.sfgov.org/)?
If yes, what is your Bidder ID or Supplier ID? _________________
3. Have you registered your business with the San Francisco Treasurer & Tax Collector as required prior to submission of any Proposal?
Enter your Business Tax Registration ID here: __________________________________
Are you claiming LBE preference on this solicitation per Chapter 14B?
To claim LBE preference for this solicitation, you must be certified in one or more of the following LBE certification category/categories by the Proposal Due Date:
· San Francisco - LBE and Non-Profit LBEs
List each subcontractor directly performing services on this contract. If none, enter none. Add additional rows as needed.
Subcontractor’s Full Legal Business Name
| % of work to be performed |
| If this subcontractor is an LBE, enter its LBE Certification Number. Otherwise enter “N/A”. |
4. Can you comply with the terms set forth in Attachment 1, City’s Proposed Agreement Terms?
If you reply NO, you must submit a revised copy of City’s Contract Terms with your Proposal and no later than the Proposal Due Date. The revised copy of City’s Contract Terms must clearly:
(1) Mark those sections to which it requests changes;
(2) Set forth Proposer’s alternative terms with respect to each such section showing proposed changes (double underline added language; strikethrough deleted language); and
(3) Explain the basis for each proposed change.
5. Have you submitted with your Proposal all the Minimum Qualification Documentation outlined in the accompanying solicitation document?
If you reply NO to any document, please explain.
6. Have you submitted with your Proposal a Price Proposal that complies with the requirements of the accompanying solicitation document including pricing must not be dependent on a fixed minimum timeframe since per Article 8 Termination; Disposition of Content; Survival of the City’s Contract Terms, there may be cause for termination of the Contract prior to the end of the initial term.
7. Have you submitted with your Proposal a Written Proposal (Attachment 4) that complies with the requirements of the accompanying solicitation document?
Part III Proposer References All proposers, including current Contractor, must provide references for at least two (2) organizations of the approximate size and volume comparable to commodities and/or services described in this Solicitation. Upon request, successful proposer(s) may also be required to submit a letter of reference from each reference listed within five (5) days of notification. Failure to do so may result in rejection of proposal.
| 1. |
| Name of Company |
Address (street, city, state, zip)
Contact Name
Phone No.
Number of Years Providing Service
| 2. |
| Name of Company |
Address (street, city, state, zip)
Contact Name
Phone No.
Number of Years Providing Service
Part IV Proposer Release of Liability for References The undersigned hereby fully and forever release, exonerate, discharge and covenant not to sue the City, its commissions and boards, officers and employees, and all individuals, entities and firms providing information, comments, or conclusions ("Reference Information") in response to inquiries that the City may make regarding the qualifications or experience of a Prime proposer, proposed joint venture partner, proposed subconsultant or proposed key/lead team member in connection with the selection process for Solicitation 0000011689, “An online secure, consent-based income verification system” from and for any and all claims, causes of action, demands, damages, and any and all liabilities of any kind or description, in law, equity, or otherwise arising out of the provision of said Reference Information. This Release and Waiver is freely given and will be applicable whether or not the responses by said individuals, entities or firms are accurate or not, or made willfully or negligently.
Company Name
Signature of Authorized Representative of Company Date
Print Name and Title
Part V.
Proposer Certification of Truth, Accuracy, and Completeness
I certify that based on information and belief formed after reasonable inquiry, the statements and information contained in this document are true, accurate, and complete. Additionally, by submitting this bid/proposal, I attest that I have reviewed and accepted all terms found in this solicitation, any and all addenda issued to this solicitation, and City’s contract terms.
Company Name
Signature of Authorized Representative of Company Date
Print Name and Title
| P-690 (04-26): Attachment 2 | Sourcing Event 0000011689 |
| Proposer Questionnaire and References | September 3, 2026 |
File details come from the government source that posted it. Updated .