Request for Proposal No. P-130000896
Friday, August 14, 2024
Notice is hereby given that sealed proposals will be received at the Purchasing and Contracts
Division for Administration of First-time Home Buyer Loans, in accordance with this Request
for Proposal.
Closing Date and Time
One (1) hard copy bearing signatures delivered in a SEALED envelope clearly marked with the
Proposal Number, and one (1) PDF electronic copy sent via email to the Purchasing
Representative must be submitted prior to:
Tuesday, September 22, 2026, at 4:00PM PST
Sealed proposals shall be delivered by courier, express mail, or in person to:
Purchasing & Contracts Division
City of San Buenaventura
501 Poli Street, Room 102
Ventura, CA 93001
Request for Proposal No. P-130000896
Administration of First-time Home Buyer Loans
TABLE OF CONTENTS
1. Instructions to Bidders
1.1.
Project Overview
1.2.
Request for Proposal Timeline
1.3.
Mandatory Pre-Bid Meeting
1.4.
Question and Answer Period
1.5.
Proposal Submission
1.6.
Elevated Consultant Interviews
1.7.
Proposal Format
1.8.
Agreement
1.9.
Agreement Prices
1.10.
Insurance Requirements
1.11.
Subcontracting
1.12.
Communications with City Staff or Elected City Representatives
2. Scope of Services
2.1.
Introduction
2.2.
General Overview
2.3.
Scope of Services
2.4.
Cost Proposal
3. Proposals
3.1.
Evaluation of Proposals
3.2.
Proposal Format and Requirements
3.3.
Required upon Successful Award of Bid
3.4.
Special Requirements
3.5.
Proposal Authorization Sheet
ATTACHMENTS
• Attachment A – General Provisions for Standard Form Contracts
• Attachment B – Professional Services Agreement
EXHIBITS
• Exhibit A – Professional Services Agreement (SCOPE OF SERVICES) Left blank intentionally
• Exhibit B – Professional Services Agreement (SCHEDULE OF COMPENSATION) Left blank
intentionally
• Exhibit C – Professional Services Agreement (INSURANCE REQUIREMENTS)
• Exhibit D – Professional Services Agreement (FEDERALLY FUNDED AGREEMENTS)
• Exhibit D-1 – Professional Services Agreement (CERTIFICATION REGARDING DRUG-FREE
WORKPLACE REQUIREMENTS)
• Exhibit D-2 – Professional Services Agreement (DEBARMENT AND SUSPENSION
CERTIFICATION)
• Exhibit D-3 – Professional Services Agreement (APPENDIX A, 44 C.F.R. PART 18-
CERTIFICATION REGARDING LOBBYING)
Request for Proposal No. P-130000896
Administration of First-time Home Buyer Loans
1. INSTRUCTIONS TO BIDDERS
1.1 Project Overview
The City of Ventura invites qualified consultants to submit proposals for the administration of
first-time home buyer loans on behalf of the City.
1.2 RFP Timeline
Release of Request for Proposal
Mandatory Pre-Bid Meeting
Questions to be submitted via Email
Addendum to be Issued, if required
Proposal Submission Deadline
Friday, August 14, 2026
Wednesday, August 26, 2026, at 2:00PM PST
Wednesday, September 2, 2026, at 2:00PM PST
Tuesday, September 8, 2026
Tuesday, September 22, 2026, at 4:00PM PST
1.3 Mandatory Pre-Bid Meeting
A mandatory pre-bid meeting will be held online via Teams on Wednesday, August 26,
2026, at 2:00PM PST. Attendance of the Pre-Bid Meeting is mandatory to submit a response
to the RFP. Proposals submitted on which the Pre-Bid Meeting has not been attended will be
considered non-responsive and rejected. Please RSVP no later than Tuesday, August 20,
2026, at 10:00AM to the Purchasing Representative, Nicole Supan, at
nsupan@cityofventura.ca.gov to reserve your spot in the meeting.
1.4 Question and Answer Period:
All questions regarding this Request for Proposal (RFP) shall be submitted via email to Nicole
Supan, Purchasing Supervisor, at nsupan@cityofventura.ca.gov PRIOR to Wednesday,
September 2, 2026, at 2:00 PM. Any questions submitted after the deadline shall be rejected.
All questions will be answered in the form of an addendum.
1.5 Proposal Submission:
To be considered, all proposals must be submitted in the manner set forth in the RFP. It is the
Responder’s responsibility to ensure that its/their proposal arrives on or before the specified
time. Proposers shall provide one (1) hard copy in a SEALED envelope clearly marked with
the Proposal Number, and one (1) PDF electronic copy sent via email to the Purchasing
Representative, Nicole Supan at nsupan@cityofventura.ca.gov. If discrepancies are found
between the hard copy and the PDF, the hard copy will provide the basis for resolving such
discrepancies. If no document can be identified as the original, proposal may be rejected at
the discretion of the City.
No oral, telegraphic, electronic, facsimile, or telephonic proposals or modifications will be
considered in the absence of a hard copy sealed proposal.
Proposals received after the scheduled submittal deadline will be returned. Proposals
Request for Proposal No. P-130000896
Administration of First-time Home Buyer Loans
postmarked prior to submittal deadline, but received after the deadline, will be returned.
1.6 Elevated Consultant Interviews
The City may elect, at its option, to elevate the most qualified firms to an interview phase.
1.7 Proposal Format:
Proposals must be submitted in the format described in the Proposal Format and
Requirements Section No. 3.2. Proposals must be complete in all respects as required in the
Proposal Format and Requirements Section. Proposals are to be prepared in such a way as
to provide a straightforward, concise description of capabilities to satisfy the requirements of
the RFP. Expensive binding, colored displays, promotional materials, etc., are not necessary
or desired. Emphasis should be concentrated on conformance to the RFP instructions,
responsiveness to the RFP requirements, and on completeness and clarity of content. A
proposal may not be considered if it is conditional or incomplete.
1.8 Agreement:
A copy of the City of Ventura’s Professional Services Agreement, Attachment “B” is included
herein, as it will be the document executed into a final contract between the City and the
awarded Consultant. You do not have to return Attachment “B” with your proposal submission;
the sample Professional Services Agreement is provided for reference only and does not have
to be returned with the bid.
1.9 Agreement Prices:
At any time during the course of this anticipated contract the City may alter the Scope of Work,
making changes to the assignments and times indicated, and/or adding or deleting
assignments as deemed necessary. The City and firm will negotiate changes to the contract
pricing accordingly.
Unless otherwise stated, prices are maximum for the term of the Contract. Price adjustments,
if allowed under this Contract, must be requested in writing and accompanied by the required
information to substantiate the request for price adjustment, as set forth in the Contract. No
price adjustment allowable under this Contract will be granted retroactively. The CITY must
also be given the benefit of any decline in prices. If any price increase is granted by the CITY,
the increase shall not be greater than the Consumer Price Index (CPI) of the current year.
1.10 Insurance Requirements:
Successful firm shall provide insurance as noted in Exhibit “C” of Attachment “B” Professional
Services Agreement.
1.11 Subcontracting:
No Subcontracting any portion of Consultant’s duties under this agreement without prior
written consent of the City.
1.12 Communication with City Staff or Elected City Representatives:
Any communication with City staff or City Elected Representatives, except for the Purchasing
and Contracts Division, regarding this RFP is prohibited. Disregard of this provision could