Proposal_Requirements.pdf

Proposal Requirements Homeowner Education Counseling (Pre- and Post-Home Purchase) and Foreclosure

Prevention Counseling Services City of St. Petersburg, Florida

RFP No. 26-300

Proposals shall include the following information in the order listed. Upload all responses as one PDF labeled “Proposal Requirements”. Page size shall be limited to 8 ½ x 11.

The Proposal shall be limited to 30 pages. Proposals in excess of 30 pages may be deemed nonresponsive by the Procurement and Supply Management Director. A cover page or section divider pages are not included in the total page count.

1. Transmittal Letter Offerors must submit a transmittal letter (maximum two pages) on the firm’s letterhead.

The transmittal letter must include the name, address, phone number and e-mail address for the offeror’s contact, and must specify who would be the firm’s signatory to any contract documents executed with the City. The transmittal letter may include other information deemed relevant by the offeror.

2. Qualifications and Experience of Firm and Staff A. The offeror must describe the organization’s experience delivering the Scope of Services outlined in the RFP, including homebuyer and homeowner education, housing counseling, financial literacy, and foreclosure prevention services for City residents.

B. The offeror must describe how the organization has successfully delivered comparable services, including measurable outcomes such as participate enrollment and successful completion of pre- and -post-home purchase and foreclosure prevention counseling courses.

C. The offeror must describe the team that will be working to complete the Scope of Services, including position titles and roles of the individuals assigned to those roles.

1. Provide an organization chart showing (a) reporting relationships and responsibilities of the offeror and any other firms (b) reporting relationships and responsibilities of all key personnel (along with their firm affiliations)

D. Describe similar projects completed within the past five (5) years and include:

1. The project should include the scope of work, client name, date of service, contract amount and the outcomes achieved.

3. Project Approach/Proposal The offeror should identify the process utilized on other significant projects as well as the process envisioned for the services identified in this solicitation. The proposer should also include within the project approach the process envisioned to interface with the City through the Project Manager.

Provide an analysis of your management philosophy, practices and techniques including your firm’s strengths and weaknesses. Include a description of your operational activities to include the following:

a) Methodology to be used to develop and achieve goals for the services.

b) Information related to current operations in the local area and in other parts of the country.

c) Capacity for meeting the requirements described in this solicitation.

d) Details on the equipment and materials that will be utilized for the services for the City.

e) Innovations utilized that will enhance programs to be provided.

f) Sample report detailing the proposed services.

4. Cost Analysis

The Offeror must submit a comprehensive and fully itemized cost proposal that clearly identifies all expenses associated with performing the Scope of Services. The proposed budget must be realistic, transparent, and directly aligned with the program design and approach described in the RFP. The Offeror is solely responsible for determining the level of effort necessary to successfully deliver all services, supports, and deliverables required under this

RFP.

5. Business Enterprise Outreach and Utilization Proposers must indicate if the company is a SBE, MBE, WBE, combination; and describe how the company plans to utilize the various business enterprise programs in the company’s fulfilment of the contract. At a minimum, proposers must address the following:

A. Detailed description of your organization’s efforts to identify and contact City of St.

Petersburg SBEs, MBEs, and WBEs to inform them of opportunities to work as subcontractors for this proposal.

1. Attending relevant opportunities offered by the City’s Office of Supplier Development including outreach events and matchmaking sessions.

2. Documentation of planned or prior outreach efforts

B. Planned efforts such as mentoring, training, and other capacity building programs for SBE, MBE, and WBEs.

C. Detailed description of your organization’s process for ensuring small businesses have enough time and information to provide your firm with bids.

1. Description of how your firm considers SBEs, MBEs, and WBEs in the development of proposal and bid packages. ii. Explanation of how your firm ensures SBEs, MBEs, and WBEs understand the bid and specifications and are able to learn ways to improve.

D. Provide past performance in utilizing SBEs, WBEs, and WBEs on past projects within the last five (5) years.