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REQUEST FOR STATEMENT OF QUALIFICATIONS AND PROPOSALS by DaneDorahy

VIEWS: 24 PAGES: 8

									                                    REQUEST FOR PROPOSALS

     DEVELOPMENT, IMPLEMENTATION AND MANAGEMENT OF A SMALL
                 BUSINESS DEVELOPMENT PROGRAM

         BOYNTON BEACH COMMUNITY REDEVLEOPMENT AGENCY

                                              July 15, 2009
I.       BACKGROUND

The Boynton Beach Community Redevelopment Agency (CRA) is seeking proposals
from Consultants to develop, implement and manage a small business development
program (Program). The CRA is charged under State Statute 163 with the redevelopment
of the area depicted on the attached map.

As part of the CRA’s redevelopment efforts, the CRA adopted an Economic
Development Plan (available on the CRA’s website, www.boyntonbeachcra.com.
The CRA now seeks to implement the Economic Development Plan through the
development of a Small Business Development Program.

II.      SCOPE OF WORK

The CRA is seeking a qualified consultant/entity to develop, implement and manage a
small business development program that will provide education and technical assistance
to new and existing small businesses within the CRA.

Consultant is to provide sufficient qualified staff, speakers and equipment, including
laptops for program participants, for the following activities:

         1.       Marketing of the Program
         2.       Quarterly classes on Business Start-Up Orientation
         3.       Quarterly classes on the following:
                  a. Basic Accounting
                  b. Business Plan Creation
                  c. Marketing and Promotion
                  d. Business Technology
                  e. Loans and Capital
                  f. Business Law Basics
                  g. SBE and MBE Certification Process
         4.       One-on-One consultations with business owners on an hourly basis.
         5.       Quarterly reports on the activities conducted and outcomes.
         6.       Classes must be held during the evenings or weekends.


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All classes will be held at a location within the CRA district to be chosen and paid for by
the CRA. All other costs of the program will be borne by the Consultant.

Focus should be on producing tangible outcomes such as the number of persons assisted,
the number of persons graduating from the program, number of persons obtaining private
capital and the number of new businesses started or existing business expansions.

III.     SCHEDULE

The CRA is seeking to begin the activity by October 1, 2009. Proposals must be
submitted to the CRA in person at the address below no later than 3:00 p.m., August 24,
2009.

IV.      RFP REQUIREMENTS

Proposals should demonstrate a proven track record of working with new and existing
businesses. Experience with Small Business Administration lending policies, SBE/MBE
qualification process, business laws, marketing and knowledge of current business
technology should be demonstrated by proposer.

Responses to this RFP shall include the information listed below. The information must
be presented in the order indicated.

         1.       Consultant Name: Business name, fictitious name (if applicable) and
                  principal contact person, including office location, address, telephone
                  number, fax number and e-mail address.

         2.       Consultant History and Types of Services Offered: Briefly describe the
                  history of the firm, including but not limited to, the name of firm owners,
                  number of years in business and range of services offered.

         3.       Consultant Team Organization: Describe Consultant’s proposed team
                  organization and staffing plan indicating the role and responsibility of
                  each team member and sub-consultant (if applicable) through all phases of
                  work. Clearly indicate the individual who will have overall responsibility
                  for Consultant’s services and how Consultant proposes that person will
                  interface with the CRA’s staff. Indentify the office location of each team
                  member and specific relevant experience. If sub-contractor(s) is proposed,
                  indicate whether the sub-contractor(s) has worked with Consultant on
                  comparable projects in the past. Enclose brief resumes of each key team
                  member consultant proposes to assign to this project as an exhibit to your
                  Statement of Qualifications.



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         4.       Consultant’s Local Experience: Describe Consultant’s experience and the
                  experience of any sub-consultants, if any, with projects managed by the
                  firm or individual studies for a comparable project.

         5.       Certificate of Insurance: CRA requires that all firms contracting for
                  services file a certificate of insurance prior to the execution of the contract
                  agreement. Insurance coverage includes full workers’ compensation
                  insurance, employers’ liability coverage, comprehensive auto and general
                  liability insurance for no less that $1,000,000 and professional liability
                  insurance covering errors and omissions for no less than $2,000,000 with
                  a provision for no more than $100,000 deductible (see discussion of
                  “Boynton Beach Community Redevelopment Agency Standard Contract).

         6.       Business License: CRA requires a Business license of all Consultants
                  including sub-consultants.

         7.       Professional References: Please provide a minimum of three professional
                  references that the CRA can contact for which Consultant has provided
                  comparable services within the past five years for a similar scope of work.

         8.       Fee Estimate/Cost Proposal: Provide the proposed fee estimate/cost
                  proposal on an annual basis. Include your Standard Hourly Fees to
                  provide one-on-one consulting to business owners for the services
                  described in this RFP.

V.       PROCEDURES FOR SUBMISSION

Interested individuals and/or firms are invited to submit, by hand delivery, twelve (12)
copies of their proposal, prior to 3:00 PM, August 24, 2009:

                  Boynton Beach Community Redevelopment Agency
                  Attention: Lisa A. Bright, Executive Director
                  915 S. Federal Highway
                  Boynton Beach, FL 33435
                  561-737-3256

SUBMISSIONS WILL NOT BE ACCEPTED AFTER THIS DEADLINE.
SUBMISSIONS TRANSMITED BY FAX OR E-MAIL WILL NOT BE
ACCEPTED UNDER ANY CIRCUMSTANCES.

All material submitted in accordance with this RFP becomes property of the CRA and
will not be returned.



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VI.      REVIEW AND SELECTION CRITERIA

The members of the evaluation committee will individually evaluate the materials
provided in response to the Request for Proposal and will score each response
based on the criteria listed below. The evaluations will be presented at the September 8,
2009 CRA Board meeting. The Board may select one proposer to negotiate a contract for
the development, implementation and management of a Small Business Program.

         1.       Understanding of the scope of work and the overall project goals including
                  Consultant’s strategy for carrying out the required work tasks to meet the
                  project goals.

         2.       Past experience and performance of Consultant on similar projects related
                  quality of work, meeting project schedules, ability to manage, and errors
                  and omissions control.

         3.       Consultant’s expertise and ability to successfully communicate with
                  project developers and clients.

         4.       The present workload of Consultant personnel (and any sub-consultants)
                  that are proposed to be assigned to the project, availability of staff and
                  ability to meet the project task schedule.

         5.       Familiarity with applicable practices, procedures and industry standards
                  for the type of work involved.

         6.       Familiarity with the various applicable regulatory agencies’ requirements
                  and procedures for the types of work involved.

         7.       Conformance to the specified RFP/RFP format.

         8.       Clarity of presentation and conciseness of content of the Statement of
                  Qualifications.

         9.       Specialized experience and technical competence of the firm and sub-
                  consultants (including individuals in the firm assigned to the project),
                  considering the types of services required and the complexity of the
                  project.

         10.      Record of performance, including results of reference checks.

         11.      Proposed plan for completing the work in a timely and professional
                  manner.


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         12.      Proposals are to be ranked on the basis of Qualifications and the fee
                  schedule.

         13.      Ability of proposer to complete the Scope of Work, including a written
                  report of the findings within a three month period beginning upon the
                  issuance of the Notice to Proceed.

No proposer will be allowed to modify the content of proposal at any time after the
submission deadline.

VII.     ACCEPTANCE OR REJECTIONS OF STATEMENT OF
         QUALIFICAITON

The CRA reserves the right to accept or reject any non responsive Proposal or to reject all
Proposals received as a result of this request. CRA also reserves the right to waive any
informality, technical defect or clerical error or irregularity in any Statement of
Qualifications. Additionally, CRA may, for any reason, decide not to award an
agreement as a result of this RFP. CRA reserves the right to cancel this RFP. CRA shall
not be obligated to respond to any responses submitted, nor be legally bound in any
manner by the submission of the Statement of Qualifications. CRA reserves the right to
negotiate project deliverables and associated costs.

VIII. ADDENDA AND INTERPRETATION

CRA shall not be responsible for nor be bound by any oral instructions or interpretation
or explanations issued by CRA or its representatives. Should discrepancies or omissions
be found in this RFP or should there be a need to clarify the RFP, you may request
clarification via e-mail to brightl@ci.boynton-beach.fl.us or in writing to:

                  Lisa A. Bright
                  Executive Director
                  Boynton Beach CRA
                  915 S. Federal Highway
                  Boynton Beach, FL 33435

Such requests for clarification shall be received by CRA at least five (5) business days
prior to the due date for response. Any CRA response to a request for clarification will be
made in the form of an addendum to this RFP and will be sent to all parties to whom this
RFP has been issued prior to the due date. All addenda shall become part of this RFP and
receipt of each addendum shall be acknowledged and signed in the format submitted by
CRA and attached as an exhibit to your proposal.




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IX.      GENERAL DESCRIPTON OF PROPOSED AGREEMENT

Upon conclusion of the RFP process, the CRA Executive Director will recommend to the
CRA Board a Consultant to enter into negotiations for the assignments described. The
recommended Consultant shall enter into contract negotiations with CRA in substantial
conformity with the selected Statement of Qualifications and the form of the CRA’s
Standard Consultant Agreement.

X.       INSURANCE REQUIREMENTS

The selected Consultant, at Consultant’s sole cost and expense and for the full term of the
Agreement or any extension thereof, shall obtain and maintain at least all of the insurance
requirements outlined in the CRA’s Standard Consultant Agreement.

All policies, endorsements, certificates, and/or binders shall be subject to approval by the
CRA as to form and content. The selected Consultant agrees to provide CRA with a copy
of said policies, certificates and/or endorsements.

The selected Consultant shall satisfy these insurance requirements prior to approval of the
Agreement. Please address any issues with respect to insurance requirements in your
response to the proposal.

XI.      EXAMINATION OF PROPOSED MATERIAL

The submission of a Statement of Qualifications responding to this RFP shall be deemed
a representation and certification by the Consultant that Consultant has investigated all
aspects of the RFP, is aware of the applicable facts pertaining to the RFP process, its
procedures and requirements, and has read and understood the RFP. No request for
modification of a Statement of Qualifications shall be considered after its submission on
grounds that the Consultant was not fully informed as to any facts or condition.

XII.     PUBLIC NATURE OF PROPOSAL MATERIAL

Responses to this RFP become the exclusive property of CRA. All responses to the RFP
received become a matter of public record and shall be regarded as public records.

XIII. DISQUALIFICATIONS

Factors such as, but not limited to, any of the following may be considered just cause to
disqualify a response to the RFP without further consideration:

         A.       Evidence of collusion, directly or indirectly, among Consultants in regard
                  to the amount, terms or conditions of this proposal;

         B.       Any attempt to improperly influence any member of the selection staff;
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         C.       Existence of any lawsuit, unresolved contractual claim or dispute between
                  Consultant and the CRA;

         D.       Evidence of incorrect information submitted as part of the Statement of
                  Qualifications;

         E.       Evidence of Consultant’s inability to successfully complete the
                  responsibilities and obligations of the proposed scope of work; or

XIV. NON-CONFORMING STATEMENT OF QUALIFICATIONS

A Statement of Qualifications shall be prepared and submitted in accordance with the
provision of these RFP instructions. Any alteration, omission, addition, variance, or
limitation of form or to the RFP may be sufficient grounds for non-acceptance of the
response, at the sole discretion of CRA.

XV.      PROHIBITION OF GIFTS

CRA officials are subject to several legal and policy limitations regarding receipt of gifts
from persons, firms, or corporations either engaging in business with CRA, or proposing
to do business with CRA. The offering of any illegal gift shall be grounds to disqualify a
Consultant. To avoid even the appearance of impropriety, Consultants should not offer
any gifts or souvenirs, even of minimal value, to CRA officers or employees. The
Consultant shall be subject to this prohibition.

XVI. ADDITIONAL TERMS AND CONDITIONS

A.       It is anticipated that the award of the Agreement resulting from the RFP shall
         include terms and conditions similar to those referenced in the CRA’s Standard
         Consultant Agreement. Exceptions proposed by the Consultant, if any, to the
         terms and conditions included in the Standard Consultant Agreement should be
         included in the response. CRA reserves the right to consider any proposal
         exceptions during its evaluation of the acceptability of a response.

B.       This RFP does not commit CRA to pay any costs incurred in the submission of a
         Statement of Qualifications or in making any necessary studies or analysis in
         preparation of submission of the Statement of Qualifications.

C.       CRA reserves the right without limitation to:

         1.       Execute an agreement with one or more Consultants based solely on the
                  Statement of Qualifications and any approved additions;


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         2.       Enter into an agreement with another Consultant in the event that the
                  originally selected Consultant defaults or fails to execute an agreement
                  with CRA;
         3.       Enter into negotiations with one or more Consultant;
         4.       Modify and re-issue the RFP; or
         5.       Take action regarding the RFP as may be deemed to be in the best interest
                  of CRA.

D.       CRA reserves the right to contact third parties and to research accessible
         documents or data bases to verify any information provided during the RFP
         process. CRA may contact references listed or any other person known to have
         contracted with Consultant.

E.       An agreement shall not be binding or valid with CRA unless and until it is
         executed by authorized representatives of the CRA and of the Consultant.

Attachments to RFP

The following Exhibits are included as part of the RFP:

Exhibit 1:        CRA Map




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