Item 04 - Agreement with Nan McKay and Associates, LLC

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Housing Authority of the City of Santa Ana Request for Proposals for Case Management Services Page 7 1. Cover Letter: A letter signed by a principal or authorized representative who can make legally binding commitments for the entity. 2. Organizational Background: A brief description of the contractor’s firm, including the year the firm was established, type of organization (partnership, corporation, etc.), and a statement of the firm’s qualifications for performing the subject services. 3. Scope of Services: Include a detailed description on how services will be provided to meet the requirements of Exhibit A – Scope of Services. Identify any resources expected to be provided by the Housing Authority, including their roles and responsibilities. The Scope of Services should link directly to your fee schedule and be easily understandable relative to your fee schedule. 4. Firm or Personnel Experience: A profile of the firm’s experience, personnel and history relating to the scope of work identified in Exhibit A – Scope of Services. Include a description of the company profile, including range of the firm’s capabilities and service. In addition, provide the names of all personnel who will be assigned to this project, their education and previous experience. 5. Relevant Experience: List of the Public Housing Authorities that your firm or personnel have provided case management services within the last five (5) years. Information should include project description, year service was provided, client name, along with a person to contact and their telephone number. 6. Sub consultants: Identification is required of any contemplated sub consultants to be used, with the identification of personnel to be assigned, their qualifications, education, and representative experience. 7. References: The Contractor shall submit a list of at least three references comprised of a listing of work similar to that identified in the RFP. 8. Fee Schedule: The fee schedule shall include the hourly rates for each personnel category to be used on the project and/or fee for each type of service. Personnel hourly rates shall reflect all costs for office overhead, including phones, cellular phones, vehicles, mileage and other direct and indirect costs. This fee schedule shall reflect all anticipated fee increases such as (but not limited to): Equipment purchases or subscription costs, internet and data support costs, ongoing support costs, professional training/certified costs for continued education/training, etc. In addition, the fee schedule should include any optional services. 2) EXHIBIT B – PROPOSERS STATEMENT AND PROPOSAL ITEM PRICING 3) EXHIBIT C – ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY (NOT REQUIRED UNTIL AFTER CONTRACTOR SELECTION) 4) EXHIBIT D – REFERENCES AND RELEVANT WORK HISTORY (PAST 5 YEARS) 5) EXHIBIT E – PROPOSAL CONTRACT AND AGREEMENT – PROPOSERS STATEMENT 6) EXHIBIT F – PROPOSAL CONTRACT AND AGREEMENT – CERTIFICATION OF NONDISCRIMINATION BY CONTRACTOR 7) EXHIBIT G – NON-COLLUSION AFFIDAVIT EXHIBIT 1