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CITY OF POTEET FINANCIAL ADVISOR REQUEST FOR PROPOSALS AND STATEMENT OF QUALIFICATIONS

Poteet Housing Authority, Poteet, TX·Local Housing Authority
Jul 22, 2024
Submission Deadline
Reported: City of Poteet
Kerry McCollough
Poteet, Texas
Submit at: 491 Avenue H, Poteet, TX 78065

Summary

The City of Poteet is soliciting proposals and statements of qualifications from qualified professionals to provide capital financing advice and assistance, including possible loan, grant, or disadvantaged funding through the Texas Water Development Board (TWDB). Services include strategic financial planning, market analysis, investment recommendations, and financing recommendations.

Evaluation Criteria

Experience, Capacity to perform, Familiarity with the City and TWDB, Affirmative Action

Required Deliverables

Proposal including firm history, general information, references, assigned personnel, experience with TWDB, and other beneficial services. Copy of financial advisory services contract without fee information.

Required Attachments

Copy of financial advisory services contract proposed by your firm without fee information.

Section 4.2 — Scope of Services and Deliverables

The selected vendor shall provide all labor, materials, equipment, and supervision necessary to perform the services described herein. Work shall commence within fifteen (15) calendar days of the Notice to Proceed and shall be completed within the timeframe specified in the project schedule attached as Exhibit B.

Proposals must include a detailed implementation timeline, staffing plan with key personnel qualifications, and three (3) references from comparable government engagements completed within the past five years. Evaluation will be based on technical approach (40%), experience and qualifications (30%), cost proposal (20%), and small business participation plan (10%).

Source Document Available

The full solicitation document, attachments, and evaluation details are available on Civic IQ. Book a demo to get access.

Frequently Asked Questions

How do I respond to this RFP from Poteet Housing Authority?

To respond, review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 22, 2024. Proposals should be submitted to: 491 Avenue H, Poteet, TX 78065. For questions, contact Kerry McCollough.

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. Key factors are outlined in the Evaluation Criteria section above. Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Poteet Housing Authority?

Civic IQ tracks all active and historical solicitations from Poteet Housing Authority. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts — giving you a complete picture of the procurement landscape.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications or licenses, past performance references, and any forms or attachments specified in the solicitation. Review the full document from Poteet Housing Authority for the complete list of required submissions.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Poteet Housing Authority in TX, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Some solicitations include set-aside provisions or evaluation preferences for these firms. Check the full solicitation for any small business participation goals or requirements.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This process typically includes an initial compliance check, technical evaluation, cost analysis, and may involve oral presentations or interviews with shortlisted vendors. The timeline from submission to award varies but usually takes several weeks to months.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact for this solicitation is Kerry McCollough. Questions and answers are typically shared with all prospective bidders to ensure fairness. Check the solicitation for the question submission deadline and process.

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