Proposal Size, Content and Organization: 40-

Each proposal shall be typed on 8 ½” x 11” size paper, in a loose-leaf binder, tabbed to point to each section as specified below:

The original proposal shall contain the following:

The proposal shall represent the best efforts of the respondent and will be evaluated as such. It must set forth full, accurate, and complete information as required by this section and other sections of this RFP. Telephonic, telegraphic, electronic, and facsimile proposals will not be accepted. Unnecessarily elaborate brochures, elaborate artwork, expensive paper and bindings, and other presentation aids are neither necessary nor desired. The proposal shall be organized as follows:

7.4.a Technical Proposal:

1. Section I of the proposal shall consist of the following information:

a. A brief description of the firm including ownership structure and financial viability;

b. An audited financial report for the past two (2) years. A prospective contractor must have the financial capacity to perform the work. Audited financial statements with favorable findings will be sufficient to establish the financial capacity of the prospective contractor. In the absence of audited financial statements, the prospective contractor will be required to submit financial information, such as tax filings, and/or documents to establish that it has the resources to perform the contract, or the ability to obtain them.

c. The name of the respondent and whether it is a corporation, joint venture, partnership (also show type of partnership) or a sole proprietorship;

d. If the respondent is a partnership or joint venture, names of general partners or joint venturers;

e. State of incorporation or registration;

f. State in which the respondent pays or would be liable for income taxes; g. Copy of any current license, registration, or certification to transact

business in the District of Columbia if required by law to obtain such. If the respondent is a corporation or limited partnership and does not provide a copy of license, registration, or certification to transact business in the District of Columbia, the respondent shall certify its intent to obtain the necessary license, registration, or certification prior to contract award, or demonstrate its exemption from such requirements):

h. The name, title, telephone number, and address of the person authorized to negotiate on behalf of the respondent and contractually bind the respondent, if other than the person signing the proposal; and

i. The respondent must sign the offer or proposal. Erasures, other changes must be initialed by the person signing the offer. Offers signed by an agent shall be accompanied by evidence of that agent’s authority, unless that evidence has been previously furnished to the contracting officer. 2. Section II of the proposal shall consist of the respondent’s detailed

explanation of how the respondent intends to perform each requirement as specified in Section II, Scope of Services of the RFP. 3. Section III of the proposal shall contain information pertaining to the

experience and qualifications of the respondent.

A. Respondents shall provide the following information for five (5) projects the contractor has performed similar to those described herein.

Evidence of at five (5) projects shall include: (i) Date of project;

(ii) Name of project; and

(iii) Volume of transactions or financial value of project or any other relevant statistic

B. Provide five (5) references from prior and similar projects to include:

(i) Name of client organization

(ii) Name, address, current phone number of staff members who directed the project for the referenced client.

4. Section IV Qualification of key personnel for the proposal, shall contain the resumes for all managerial or supervisory personnel who will be assigned to work on the contract and identify all key personnel.

A. Provide the resumes of all managerial or supervisory personnel including

subcontractor(s) managerial and supervisory staff employed by or under contract with the firm as of the date of proposal submission who are expected to work in performance of the contract. Each resume shall

contain the following information: (i) Full name;

(ii) Title and area(s) of specialty;

(iv) Experience directly related to the proposed contract: if the individual worked on any of the contracts cited in Section IV of the proposal, they should be referenced by transaction name; and

(v) Education/training of the individual.

5. Section V of the proposal, shall consist of a description of the proposed organizational structure which shows how the staff and any subcontractors

will managed and the reporting relationships. List the name of each proposed employee and subcontractor employed for the project and the percentage of time that each will devote to the performance of the contract The respondent may not change the names of these personnel before or after contract award without written permission from the contracting officer. At a minimum this section shall include the following:

A. Location of headquarters;

B. A chart of the respondent’s internal organization which shows the number of full-time personnel, contract staff members, and their level of responsibility within that organization;

C. Prior and pending litigation/liens and debts (the respondent shall: List and summarize any civil litigation and criminal prosecutions Involving it and any litigation between it and any party involving discrimination complaints and anti-trust suits within the last five (5) years. This information shall also be submitted for the respondent’s parent or subsidiary organization or any of its subcontractors previously mentioned, shall list all existing debts owed to participating jurisdictions and any liens placed on property of the respondent within the last three (3) years; and

D. Respondents must also submit a letter of agreement for each subcontractor and a detailed subcontracting plan which describes the functions and tasks to be performed by each subcontractor.

7.4.b Price Schedule:

The price schedule shall consist of the following:

1. Respondents are to submit rates for each item position identified in Appendix I, Price Schedule. Responding to services other than those specified will not be considered. The prices set forth in the schedule will be used for evaluation purposes and for establishing a contract price.

2. The contractor shall submit cost and pricing data and certification that, to the best of the contractor’s knowledge and belief, the cost or pricing data submitted was accurate, complete, and current as of the date submitted with the proposal.