PSH Monitoring RFP.pdf

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REQUEST FOR PROPOSALS

DATE OF ISSUE: August 1, 2024

TO: Potential Providers of Services

RE: Request for Proposals (“RFP”) for Consulting Services related to developing Permanent Supportive Housing (“PSH”) monitoring activities and tools.

Quick Reference

Date Time Deadline to submit questions about this RFP:

August 12, 2024 4 PM Eastern (Detroit, MI)

Anticipated date Authority will post answers to questions:

August 16, 2024

Proposal deadline: August 30, 2024 4 PM Eastern (Detroit, MI)* Anticipated contract begin date: November 1, 2024

*A bidder’s proposal received at 4:00:01 p.m. Eastern is late and subject to disqualification.

I. Services Sought by Authority

The Michigan State Housing Development Authority (“MSHDA” or "Authority”) is seeking an organization authorized to do business in Michigan to perform Contractor services for developing Permanent Supportive Housing (PSH) monitoring activities and tools.

Michigan law allows for veterans preference only; however, women-owned, minority-owned, and small businesses authorized to conduct business in the State of Michigan are encouraged to submit proposals.

It is anticipated that a 1-year contract may be awarded. At its discretion, the Authority may extend this Agreement prior to the expiration date.

II. Contents of this RFP

• Overview of services sought, tasks, and activities (“Scope of Work”)

• Exhibit A – Notices to Bidders

• Exhibit B – Submission & Selection

• Exhibit C – Proposal Format

• Exhibit D – Project Personnel Form

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III. Overview

PSH is an evidence-based practice that combines permanent affordable housing with voluntary, comprehensive support services for people who are exiting homelessness or who lack stable housing. PSH targets individuals and families who have experienced homeless or chronic homelessness, and those with special needs such as a disability.

Permanent supportive housing also requires developers/owners to work collectively with multiple partners such as property management companies and service providers. This coordinated effort is essential to the success of the PSH program.

The Authority seeks an experienced agency to develop activities and tools to be used to strengthen the Authority’s PSH program. The selected contractor will also advise and educate Authority representatives related to contractor services sought as outlined below.

IV. Objectives, Tasks & Activities

A. General Objectives. To successfully perform the services described in Section III above, the selected contractor must develop and provide tools and activities for Authority staff to use to strengthen the Authority’s PSH portfolio by meeting the following general objectives:

1. Develop comprehensive tools to guide Authority staff in monitoring its PSH development portfolio.

2. Perform on-site monitoring visits for at least ten (10) PSH projects, as selected by the Authority.

3. Provide outcome reports to Authority staff and recommendations for follow-up actions.

4. Provide technical assistance to PSH projects with findings or other identified concerns.

B. Specific Tasks & Activities. The selected contractor will deliver services including, but not limited to, the following:

1. Develop a PSH Monitoring Guide and supportive materials as noted below, that address the following topics. These include but are not limited to definitions, federal regulatory requirements, and leading best practices within PSH:

a. Requirements and responsibilities of Authority staff in completing PSH monitoring

b. Areas of monitoring focus (ex. Assessment of tenant needs and services, compliance with federal regulatory requirements, general condition of property, etc.)

c. Types of monitoring (ex. Desk monitoring, announced on-site, etc.)

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d. Preparation and execution of monitoring tasks, including:

i. Timelines (e.g., Sending notices, completing reports, etc.)

ii. Communication touchpoints (ex. Introduction meeting, exit conference, etc.)

e. References and resources, including the following items that must be developed by the bidder in conjunction with and support from Authority staff:

i. A document checklist and a review of outcomes/expectations

ii. A crosswalk document of all iterations of the Qualified Allocation Plan

(QAP)/Addendum III requirements

iii. Tenant satisfaction surveys

2. Conduct on-site monitoring for at least ten (10) PSH projects, as selected by the

Authority. Focus areas for monitoring include, but are not limited to, the following:

a. On-site programmatic monitoring of PSH services

b. Property walk-throughs to assess general condition of the project site

c. Gather feedback and assess working relationships between identified partners

(owners, management, and service agencies)

d. Gather feedback and assess effectiveness of services by hosting meetings/focus groups with PSH tenants

e. Financial and participant file monitoring as supported by the proposed monitoring model

3. Deliver to the Authority and each site, written monitoring reports on the outcome of each site visit, with actionable recommendations for follow-up. Monitoring reports should minimally address items (a) through (e) noted in task number two (2) above.

4. Provide technical assistance to each monitored project, based on the results of the monitoring activities. Duration of technical assistance engagement will be contingent upon identified concerns or findings.

5. Provide technical assistance to the Authority to:

a. Support the evaluation of desk monitoring and on-site monitoring findings and other identified concerns, and develop a plan for resolution of findings and concerns. Total duration of technical assistance to the Authority will be contingent upon identified concerns or findings.

b. Convene Authority staff and the ten (10) PSH projects with completed on-site monitoring to facilitate peer-to-peer learning.

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MICHIGAN STATE HOUSING DEVELOPMENT AUTHORITY

REQUEST FOR PROPOSALS

EXHIBIT A

NOTICE TO BIDDERS

I. Notifications to Bidders

A. Revisions to RFP. If, prior to the proposal deadline, the Authority deems it necessary to provide additional clarifying information, or to revise any part of the RFP, supplements or revisions will be provided to all Bidders who have indicated they will submit a proposal. Proposals will then be evaluated based on the terms and conditions of the RFP, any supplements or revisions to the RFP, and the answers to any written questions.

B. Organization Authorized to Transact Business in Michigan. The Bidder must be either a Michigan entity (limited partnership, Limited Liability Company, for-profit corporation or non-profit corporation, etc.) or, if foreign, authorized to do business in the State of Michigan.

Proposals from Sole Proprietors Will Not be Accepted

Questions regarding specific requirements to transact business in the State of Michigan should be referred to or otherwise contact the Michigan Department of Licensing and Regulatory Affairs, Corporations, Securities & Commercial Licensing Bureau at:

http://www.michigan.gov/lara/0,4601,7-154-61343_35413---,00.html.

C. Minimum Internet/Technological Capabilities. The Bidder must have phone, internet, and e-mail access. Internet and e-mail access must be adequate to allow the Bidder to receive, download and upload data, files and attachments from Authority staff. (Current state standards are limited to a functional size of 20 MB).

D. Limits on Liability & Indemnification. The Bidder must review and acknowledge that the Authority will require the Bidder to satisfy the following requirements prior to the execution of a contract with the Authority. If the Bidder has objections, please provide an explanation with your proposal outlining the objection.

If awarded a contract, the Bidder agrees to:

1. Indemnify, defend and hold harmless the Authority, its Board, officers, employees and agents, from and against all losses, liabilities, penalties, fines, damages and claims (including taxes), and all related costs and expenses (including reasonable attorneys' fees and disbursements and costs of investigation, litigation, settlement, judgments, interest and penalties), arising from or in connection with any of the following:

a. any claim, demand, action, citation or legal proceeding against the Authority, its employees and agents arising out of or resulting from (1) the services provided ("Services") or (2) performance of the Services, duties, responsibilities, actions or omissions of the Bidder or any of its subcontractors under an awarded contract.

http://www.michigan.gov/lara/0,4601,7-154-61343_35413---,00.html

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b. any claim, demand, action, citation or legal proceeding against the Authority, its employees and agents arising out of or resulting from a breach by the Bidder of any representation or warranty made by the Bidder in an awarded contract.

c. any claim, demand, action, citation or legal proceeding against the Authority, its employees and agents arising out of or related to occurrences that the Bidder is required to insure against as provided for in an awarded contract.

d. any claim, demand, action, citation or legal proceeding against the Authority, its employees and agents arising out of or resulting from the death or bodily injury of any person, or the damage, loss or destruction of any real or tangible personal property, in connection with the performance of services by the Bidder, by any of its subcontractors, by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them may be liable;

provided, however, that this indemnification obligation shall not apply to the extent, if any, that such death, bodily injury or property damage is caused solely by the negligence or reckless or intentional wrongful conduct of the Authority.

e. any claim, demand, action, citation or legal proceeding against the Authority, its employees and agents which results from an act or omission of the Bidder or any of its subcontractors in its or their capacity as an employer of a person.

f. any action or proceeding threatened or brought against the Authority to the extent that such action or proceeding is based on a claim that any piece of equipment, software, commodity or service supplied by the Bidder or its subcontractors, or the operation of such equipment, software, commodity or service, or the use or reproduction of any documentation provided with such equipment, software, commodity or service infringes any United States or foreign patent, copyright, trade secret or other proprietary right of any person or entity, which right is enforceable under the laws of the United States.

E. Michigan Freedom of Information Act. All documents submitted to the Authority are subject to the Michigan Freedom of Information Act ("FOIA"). In the event a request for submitted documents is made to the Authority, the Authority's FOIA Coordinator will redact or withhold information and/or documents that are exempt from disclosure under FOIA. See MCL 15.243 et seq. Please note that any requests by non-MSHDA personnel to review proposals will be denied until the deadline for submission of the bids has expired. See MCL 15.243(1)(i).

Please submit FOIA requests to the Authority as follows:

MSHDA FOIA Coordinator c/o Legal Affairs Email: MSHDA-FOIA@michigan.gov

F. Preferences. Michigan law accommodates some bidder preferences:

1. Michigan Based Business All other things being equal, the state of Michigan must give preference to products manufactured or services offered by Michigan-based firms. See MCL Section 18.1261 (http://legislature.mi.gov/doc.aspx?mcl-18-1261) and Section

18.1268 (http://legislature.mi.gov/doc.aspx?mcl-18-1268).

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2. Geographically-Disadvantaged Business

All other things being equal, the state of Michigan must give preference to products manufactured or services offered by a Geographically-Disadvantaged Business Enterprise. It is the goal of the State that 3% or more of contract payments each state fiscal year will be made to certified Geographically- Disadvantaged Business Enterprises by the 2022-23 fiscal year. See Executive Directive 2019-08 (https://www.michigan.gov/whitmer/0,9309,7387- 90499_90704-486613--,00.html).

3. Qualified Service-Disabled Veteran-Owned Businesses It is the goal of the State to award 5% of total state expenditures for construction, goods, and services to qualified service-disabled veteran-owned businesses. The State provides a 10% pricing preference for businesses owned by qualified-disabled veterans. See MCL Section 18.1241 (http://legislature.mi.gov/doc.aspx?mcl-18-1241) and Section 18.1261 (http://legislature.mi.gov/doc.aspx?mcl-18-1261).

G. Submissions Subsequent to Award. As part of an awarded contract, the selected contractor will be required to review and provide and/or acknowledge additional documents including but not limited to:

• W-9 Request for Taxpayer Identification Number and Certification.

• Proof of proper insurance coverage.

• Retiree Rehire Certificate, if necessary.

H. Insurance Coverage. The Bidder must maintain and provide evidence, satisfactory to the Authority, of the following minimum insurance coverage:

1. General Liability Insurance for $1,000,000 with the Authority shown as additional insured;

2. Errors and Omissions Insurance for $1,000,000 for each occurrence and

$1,000,000 annual aggregate;

3. Worker's Compensation Insurance (if required under state law). Any citing of a policy of insurance must include a listing of the States where that policy’s coverage is applicable.

4. If required by the Authority, Cyber Security Insurance for $1,000,000.

I. Payments to Pensioned Retirees. 2007 PA 95, MCL 38.68c requires retirees of the

State Employees Retirement System (“Pensioned Retirees”) who become employed by the State either directly or indirectly through a contractual arrangement with another party on or after October 1, 2007 to forfeit their respective state pensions for the duration of their reemployment. Accordingly, any pensioned retiree who provides or renders services pursuant to the contract for which bids will be made under this RFP shall be required to forfeit his or her pension during the term of the contract.

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Proposals must acknowledge and confirm whether pensioned retirees will render services under the contract being sought through this RFP. If the Bidder intends to use a pensioned retiree, the Bidder must submit written confirmation from the pensioned retiree that he or she agrees to forfeit his or her pension during the term of the contract, if awarded. If awarded a contract, the Bidder must submit a copy of the pensioned retiree’s directions to the State of Michigan’s Office of Retirement Services (“ORS”) to withhold the retiree’s pension payments until the end of the contract term by having the pensioned retiree complete a Retiree Rehire Certificate. A copy of the Retiree Rehire Certificate will be required to be submitted prior to executing an awarded contract.

J. Contract Award Approvals. Prior to executing an awarded contract, the Authority must seek and obtain Michigan Civil Service approval. The required forms will be submitted to Civil Service prior to the Authority’s Board approval.

Contracts that equal or exceed $45,000 must be approved by the Authority’s Board.

Thereafter, an awarded contract will be forwarded to the selected Bidder with instructions to review and sign it. Upon receiving the signed contract, the Authority’s Procurement Office will submit the contract to a duly authorized signatory for final execution on behalf of the Authority. One fully executed contract will then be returned to the selected contractor.

K. Commencement of Work. Project work shall not commence until execution of a project contract. The selected contractor shall not proceed with performance of the project work or incurring of project costs until both parties have signed the project contract to show acceptance of its terms and conditions.

L. Project Control. The selected contractor will carry out this project under the direction and control of the Authority and its designated Contract Administrator.

M. Applicable Laws. The selected contractor will be required to comply with all Michigan and federal laws, as well as acquire any permits or permission-related documents to provide services being sought.

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REQUEST FOR PROPOSAL

EXHIBIT B

SUBMISSION & SELECTION

I. Submission of Questions

• To ensure a fair and impartial process, the Authority’s Procurement Office will only address on time and properly submitted questions.

• Phone calls involving the RFP or related questions will not be accepted. Firms submitting bids shall not contact any Board members or Authority staff.

• All questions and answers related to this RFP will be supplied to Bidders that submitted questions, and/or to organizations providing the Procurement Office with notification of intent to submit a proposal.

A. Due Date. Submit all questions regarding the RFP via email by August 12th, 2024, at 4 p.m. Eastern Time (Detroit). Submissions received at 4:00:01 p.m. Eastern is late and subject to disqualification.

Responses to properly submitted questions will be posted on or around August 16th, 2024. The Authority will hold no other question sessions or bidder’s conferences.

B. Delivery of Proposal. Address questions using the subject line PSH Monitoring RFP to:

MSHDA-Procurement@michigan.gov

Confirmation of Delivery. The Procurement Office will verify receipt of email and questions to the Bidder within 24 hours. If Bidder has not received verification, the Bidder should verify the email address provided above (i.e., no spaces; hyphen between “MSHDA” and “Procurement”) and resubmit an email asking for verification.

II. Submission of Proposal

• Submitted proposals must respond to and address the tasks, activities, listed requirements and questions outlined in the Scope of Work of this RFP and its attached and incorporated exhibits.

• The Authority shall not be liable for any costs that a Bidder may incur while preparing a proposal.

• The Authority shall not be liable for any costs that a Bidder may incur prior to the complete execution of a contract.

• If the Authority enters into a contract, the Authority's consideration (payment) shall be limited to the term of the contract.

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A. Due Date. Proposals responding to this RFP are due August 30th, 2024, at 4 p.m.

Eastern Time (Detroit). Submissions received at 4:00:01 p.m. Eastern is late and subject to disqualification.

B. Originals and Copies. Submit one (1) .pdf version of a proposal via email outlining how the Bidder will provide the activities / services described in the Scope of Work.

C. Delivery of Proposal. Direct all deliveries to:

MSHDA-Procurement@michigan.gov

Confirmation of Delivery. The Procurement Office will verify receipt of email and proposal to the Bidder within 24 hours. If Bidder has not received verification, the Bidder should verify the email address provided above (i.e., no spaces; hyphen between “MSHDA” and “Procurement”) and resubmit an email asking for verification.

III. Selection of Proposal

The selection of a proposal shall be subject to a review by the Authority’s Legal Affairs Division concerning conflicts of interest and/or participation in Authority programs by the Bidder, its officers, employees, subcontractors or independent contractors.

A. Selection Criteria. The Authority will select the proposal based on Selection

Criteria listed below:

1. Experience and Qualifications (30 points)

• Demonstrated experience in providing technical assistance and monitoring for Permanent Supportive Housing (PSH) projects.

• Proven track record of successfully completing similar projects.

• Relevant qualifications of the team members who will be involved in the project.

2. Approach and Methodology (25 points)

• Quality and comprehensiveness of the proposed approach to develop the PSH Monitoring Guide and supportive materials.

• Effectiveness of the proposed methodology for conducting on-site monitoring visits and providing outcome reports.

• Clear plan for providing technical assistance and addressing identified concerns.

3. Understanding of PSH and Regulatory Requirements (20 points)

• Depth of understanding of federal regulatory requirements related to

PSH.

• Knowledge of leading best practices within PSH.

• Ability to develop comprehensive tools and resources that meet the

Authority's needs.

4. Project Management and Timeline (15 points)

• Feasibility and clarity of the proposed project timeline.

• Quality of the project management plan, including communication and coordination strategies.

• Ability to meet deadlines and deliverables as outlined in the scope of work.

5. Cost Proposal (10 points)

• Reasonableness and competitiveness of the proposed cost.

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• Clear breakdown of costs associated with each task and activity.

• Overall value for money in relation to the proposed services.

Note:

Proposals receiving 80 or more technical evaluation points will have pricing evaluated and considered for award.

The Authority may utilize all bidder information, without regard to a proposal’s technical score, to determine fair market value for goods or services sought. The Authority is not obligated to accept the lowest price proposal.

B. Proposal Selection. The Authority’s review may take up to four weeks after the closing date for submitting proposals. The Authority anticipates notifying the selected contractor on or about October 18th, 2024 via e-mail and posting on the Authority’s website; however, the selection and final notice of award will be contingent on approval by the Michigan Civil Service Commission and the Authority’s Board.

C. Cancellation of Selected Proposal. The selection of a proposal by the Authority may be cancelled at any time prior to the complete execution of a contract. If the Authority cancels its selection of a proposal, the Authority may repost this or a similar RFP and re-seek proposals. Reasons for canceling the selected proposal may include, but are not limited to, the following:

1. Refusal of Department of Civil Service to process required forms.

2. Refusal of duly authorized Authority signatory to execute the contract.

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REQUEST FOR PROPOSAL

EXHIBIT C

PROPOSAL FORMAT

I. Overview

• Proposals must be submitted in the format described in this Exhibit C as outlined below.

• There should be no attachments, enclosures or exhibits other than those considered by the Bidder to be essential to a complete understanding of the proposal.

• Each section must be clearly identified with appropriate headings and/or table of contents.

• The proposal should be clear, accurate, and complete, with sufficient detail to enable the Authority to evaluate the services and methods proposed.

II. Headers and Contents

Proposals not including requested information may be viewed by the Authority as non-responsive and not considered further. Bidders are strongly encouraged to review their proposals prior to submission to ensure that all requested information is included.

A. Company Background Information.

1. Legal business name and address.

[Name] [Street Address] [City, State, Zip] [Phone Number] [Website address]

2. The type of entity (e.g., Michigan corporation, Michigan nonprofit corporation, Michigan limited liability company, foreign).

Note: Prior to contract execution, the selected contractor will be required to provide proof of authorization to conduct business in the State of Michigan.

3. Any applicable “Doing Business As” names.

4. Any branch office, or name and address of registered agent, if applicable.

5. Legal business name of any applicable parent company, and its address.

6. State your business is incorporated in.

7. Number of years in business and number of employees.

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8. Has there been a recent change in the organizational structure (e.g., management team) or a change of control (merger or acquisition)?

(Yes / No) If Yes, why and how has it affected your company?

9. Has your company ever been debarred, suspended, or otherwise disqualified from bidding, proposing, or contracting with any governmental entity, including the State?

(Yes / No) If Yes, provide the date, governmental entity, and details surrounding the action.

10. Has your company ever been sued by the State of Michigan?

If Yes, provide the date, case caption, case number, and identify the court that the case was filed in.

11. Has your company ever sued the State of Michigan?

(Yes /No) If Yes, provide the date, case caption, case number, and identify court that case was filed in.

12. Within the past five (5) years, has your company defaulted on a government contract, or been terminated for cause by any governmental entity, including the State?

(Yes / No) If Yes, provide the date of action, contracting entity, type of contract, and details surrounding the termination or default.

13. Within the past five (5) years, has your company defaulted on a contract or been terminated for cause by any private entity in which similar service or products were being provided by your company?

(Yes / No) If Yes, provide the date of action, contracting entity, type of contract, and details surrounding the termination or default.

14. Does your company have experience working with the State of Michigan?

If Yes, please provide a list (including the contract number) of the contracts you hold or have held with the State for the last 10 years.

B. Management and Personnel. Answer/Address the following:

1. Authorized Signatory. The Bidder must clearly identify the name and title of an official authorized to commit the Bidder to the terms and conditions of the proposal.

a. Provide any resolution(s) authorizing the designated official as an approved signatory.

b. Proposal must include the statement of bid commitment, see Section H below, signed by the approved signatory.

2. Officer and Management Summary. Identify manager(s) and/or officer(s) who will manage the contract if it is awarded:

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a. Provide current contact information including the manager/officer name, title, mailing address, email address, and phone and fax numbers.

b. Provide their resumes or CVs.

c. List their responsibilities and the specific tasks each assigned officer/manager will carry out and the anticipated time frames for each task.

3. Personnel Summary. Identify proposed key project personnel, including job titles, responsible for performing the activities / services described in the Scope of Work.

4. Submit a Certificate Verifying Project Personnel. The form is found in Exhibit

D, attached and incorporated into this RFP.

a. Confirm Whether Any Assigned Personnel Receive Pension Payments from the State of Michigan. Review Exhibit A, Section I.I above for important information regarding Pensioned Retirees.

C. Experience.

1. Prior Experience of Bidder. Indicate three (3) prior experiences of your organization that you consider relevant to the successful accomplishment of the project described in this RFP.

a. Include sufficient detail to demonstrate the relevance of such experience.

b. Include descriptions of qualifying experience, including project descriptions, costs, and start/end dates of projects successfully completed.

c. Include the name, address, and telephone number of the responsible official of the client organization who may be contacted.

d. The Authority has identified the following qualifications that it believes are necessary for the successful performance and completion of the services described in the Scope of Work:

i. Experience providing consulting services and technical information and guidance relating to HUD-related programs;

ii. Experience providing consulting services and technical information specific to Permanent Supportive Housing;

iii. Experience providing HUD-related program training; and

iv. Have experienced personnel to perform the services, or have personnel supervised by experienced staff.

2. Experience of Proposed Personnel Assigned to Provide Services. The proposal should describe the education and experience of the personnel who will be assigned to provide the proposed services, including managers who may oversee work of personnel.

3. Examples of Work. The following example of recent work shall be submitted with the Bidder’s proposal:

a. Recent consultation arrangements related to PSH and PSH monitoring;

b. The scope and nature of consultation related to PSH and PSH monitoring;

c. Recent training and training syllabi related to PSH and PSH monitoring; and

d. Any examples of consultation or training deemed related to the services being sought by the Authority.

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4. Professional References. Include three (3) professional references who can provide information regarding the Bidder’s prior past performance.

5. Additional Information and Comments. Include any other information that is believed to be pertinent but not specifically asked for elsewhere.

D. Proposed Services.

1. How Services Will be Rendered. Address and describe the process used to render the services and how the services will be rendered. This should be an overview of the methodology to be used, based on staff and time frames, to meet the project scope of work and complete the required services within the time frame of the project.

2. Use of Subcontractors. If any work will be subcontracted, describe the following:

a. Work that will be subcontracted.

b. The process used to select the subcontractors.

c. The subcontractor's experience and expertise.

d. The names of the firms/individual(s) who will perform the subcontracted work.

e. How quality of service will be monitored and ensured.

3. Standards. Describe or address the following:

a. The standards that the services will satisfy. (If standards of a professional association will be followed, identify the standards and the association.)

b. How quality of service will be monitored and ensured.

c. Whether "best practices" will be followed. (If applicable, identify the organization and/or document establishing such standards.)

4. Security of Data. If the services to be rendered require the collection and/or use of confidential and/or personal data, confirm the following:

a. Has your organization established and used a policy to address the security of paper and electronic data?

(Yes / No) If No, explain how your organization addresses the security of paper and electronic data.

(Note: Please do not submit a copy of your security policy.)

b. Does your policy address the removal of confidential and/or personal data from storage media? (For example, does your firm's policy include the removal or "wiping" of data from hard drives when a computer is no longer used?)

If No, explain how your organization handles confidential and/or personal data.

5. Copyrighted Materials. Acknowledge and/or confirm the following:

a. You agree that any and all products produced as a result of this contract shall be the property of the Authority.

b. You agree that the Authority shall (a) hold a copyright on all materials or products produced under the contract and (b) be allowed to file for a copyright with the United States Copyright Office.

c. You acknowledge that submitted documents will not contain in part or whole copyrighted materials.

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E. Price Proposal & Budget

1. Price Proposal. All rates quoted in proposals submitted in response to this RFP will be a firm fixed price for the duration of the contract. No price changes will be permitted.

Proposals should reflect per diem rates in effect at the time of proposal submission. State per diem rates are subject to change during the term of an awarded contract. Current travel information can be found here:

https://www.michigan.gov/dtmb/0,5552,7-358-82548_13132---,00.html

2. Budget. Include in the proposal a line item budget identifying all expenses related to the work to be performed. By submitting the bid, the Bidder acknowledges that it bears the risk that its expenses may exceed the proposed amount. The budget should include applicable items, which may include the following:

a. Staff costs broken down by each individual staff person. Include # of hours, per hour rate, and work assignment.

b. Lodging costs (based on State of Michigan per diem rates). Description should include when and why lodging is needed.

c. Meal costs (based on State of Michigan per diem rates). Description should include when and why meals are needed.

d. Transportation costs (based on standard State of Michigan mileage rate).

Description should include type and reason for transportation cost.

e. Costs of supplies and materials. Description should include items to be purchased and reason for purchase.

f. Other direct costs. Description should include items to be purchased and reason for purchase.

g. Total Budget.

F. Schedule/Timeline. Bids must include a schedule for delivery of services set forth in the Scope of Work, and cite the proposed deadlines for completing the tasks within the Scope of Work.

Include a timetable indicating how the project will be scheduled.

Completed Service/Project Components Estimated Completion Dates

G. Disclosures.

1. Interests in Authority Programs. Authority programs include, but are not limited to, the Housing Voucher Program, any loans where the Authority is the lender, and any grants made by or administered by the Authority.

a. Does the Bidder, its officers, board members, and employees respectively, have any interests in Authority programs?

(Yes / No) If Yes, please provide their name, title, and the Authority program for which the interests exist.

https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.michigan.gov%2Fdtmb%2F0%2C5552%2C7-358-82548_13132---%2C00.html&data=04%7C01%7CKellyJ11%40michigan.gov%7C80c71075c673484bccb908d8c2013c38%7Cd5fb7087377742ad966a892ef47225d1%7C0%7C0%7C637472657839283220%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=eWSXmORdn1xUQsCq6EYuITVUPq%2FyVkY%2BEmtBpKicxC8%3D&reserved=0

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b. If the Bidder intends to use independent contractors or subcontractors to render services, do the independent contractors or subcontractors and their officers, board members, and employees respectively, have any interests in Authority programs?

(Yes / No) If Yes, please provide their name, title, and the Authority program for which the interests exist.

2. Potential Conflicts of Interests. Potential conflicts of interest may arise from the

Bidder’s officers, employees, members, board members, independent contractors or subcontractors the Bidder will use to render services, if the organization enters into a contract with the Authority.

a. Is the Bidder currently under contract and/or been awarded a grant from the

Authority?

(Yes / No) If Yes, please confirm whether any potential conflict of interest will exist if the Authority enters into a contract with the Bidder.

b. Does the Bidder, its officers, board members, and employees, hold a position with another entity that may be under contract or receiving a grant from the Authority?

(Yes / No) If Yes, include an organizational chart from each entity under contract or awarded a grant from the Authority in which the Bidder or project personnel holds a position. Include each employee’s position and title within the entity.

In addition, indicate whether the Bidder or the project personnel is responsible for making financial decisions in his/her capacity and what measures have been implemented to ensure that funds are not comingled.

THE AUTHORITY RESERVES THE RIGHT TO DEEM A BID NON-

RESPONSIVE FOR FAILURE TO DISCLOSE A POTENTIAL CONFLICT OF

INTEREST.

3. Family Members Who Work for Authority.

a. Does the Bidder, its officers, board members, and employees respectively, have family members who work for the Authority?

(Yes / No) If Yes, please provide their name and the name of the family member currently employed at the Authority.

Page 17 of 18 Rev 6/2019

H. Signature Clause to be Signed by Bidder’s Authorized Signatory. Insert into the proposal and have the authorized signatory sign the following signature clause at the end of the proposal:

I confirm that I have submitted this proposal on behalf of

______ in response to the Michigan State Housing Development Authority's Request for Proposals for Consulting Services related to developing Permanent Supportive Housing monitoring activities and tools.

I also confirm that I have read and understand the Authority’s indemnification, copyright, data security and insurance requirements.

By:_________________________________________

Its:_________________________________________

Date:_______________________________________

Page 18 of 18 Rev 6/2019

REQUEST FOR PROPOSAL

EXHIBIT D

PROJECT PERSONNEL

CERTIFICATE VERIFYING PROJECT PERSONNEL OF THE

CONTRACTOR/SUBCONTRACTOR

The Contractor/Subcontractor acknowledges that the following personnel are Project Personnel of the Contractor/Subcontractor:

(1) Name

(Print or type name above line)

Title with Contractor/Subcontractor

Is this person a retiree who receives a pension from the Michigan State Employees Retirement System? Yes /No

(2) Name

Is the person a retiree who receives a pension from the Michigan State Employees

(3) Name

Is the person a retiree who receives a pension from the Michigan State Employees

Name of Signatory for Contractor/Subcontractor:

Printed Name:

Its:

Signature:

Federal Identification Number:

Pensioned Retirees (2007, MCL 38.68) (12/7/07 Rev)