Tax Expert Assistance for Napa County Housing & Homeless Services

Agency:	Napa County
State:	California
Type of Government:	State & Local
Category:	G - Social Services R - Professional, Administrative and Management Support Services
Posted:	Feb 5, 2024
Due:	Feb 23, 2024
Solicitation No:	HHS01DD01
Publication URL:	To access bid details, please log in.

Bid Number:	HHS01DD01
Bid Title:	Tax Expert Assistance for Napa County Housing & Homeless Services
Category:	Administrative; Financial; Insurance; Personnel; ITS and Communications
Status:	Open

Description:

The Napa County Department of Housing & Homeless Services is launching a pilot rental assistance program (“Program”) for older adults who are extremely low-income and severely rent burdened. It is expected that many of the eligible applicants to the program may already be receiving certain forms of cash-aid. A key part of early Program design and future Program implementation will be determining thresholds for qualification for a stratum of rental assistance provided based on the final eligibility criteria plan. It will also include exploration of the impact of this assistance on individuals receiving CalWORKS/CalFresh, MediCal and SSI/SSP assistance.

Publication Date/Time:

2/5/2024 12:00 AM

Closing Date/Time:

2/23/2024 5:00 PM

Contact Person:

Emma.moyer@countyofnapa.org

Attachment Preview

Request for Proposal

Napa County Housing & Homeless

Services Tax Expert Assistance

Request for Proposals (RFP)

RFP Number: HHS01DD01

Release Date: February 5, 2024

For information:

Emma Moyer

Staff Services Manager

2751 Napa Valley Corporate Dr. Bldg B

ATTN: Housing & Homeless Services

Napa, CA 94559

Emma.moyer@countyofnapa.org

A. Purpose

The Napa County Department of Housing & Homeless Services is launching a pilot

rental assistance program (“Program”) for older adults who are extremely low-income

and severely rent burdened. It is expected that many of the eligible applicants to the

program may already be receiving certain forms of cash-aid. A key part of early Program

design and future Program implementation will be determining thresholds for

qualification for a stratum of rental assistance provided based on the final eligibility

criteria plan. It will also include exploration of the impact of this assistance on

individuals receiving CalWORKS/CalFresh, MediCal and SSI/SSP assistance.

Early research indicates there will be impacts to benefit levels based on payment

structure – most directly when payments are made directly to participants, but also in the

case of payments to landlords reducing living/shelter costs. For example, SSI/SSP will

reduce benefit payments in the case that an applicant “lives in their own house,

apartment, etc. and someone else pays for all or part of their rent, mortgage, or other

things like electricity and heating.” These impacts are critical to determining how the

subsidy levels are set and potential modifiers to overall benefit level in consideration of

negative benefit impact AND to ensuring long term case managers are well-versed in

these impacts to assist with case management support to mitigate and offset them as best

as possible.

Napa County DHHS is issuing this Request for Proposal (RFP) to contract with a

financial services professional to secure expert-level guidance for program design

elements initially, and over the course of the year of enrollments, to approved applicants

in regards to the financial implications of receiving rental and/or guaranteed income if

they are simultaneously receiving state or federal assistance (SSI, SSDI, etc).

B. Term of Contract and Scope of Work

Term of contract is anticipated to be 1 (1) year with an optional two year renewal. See

Attachment A for full scope of work.

C. Schedule of Events*

February 5, 2024 Request for Proposal released

February 12, 2024 Questions Due by 5:00 p.m. PST

February 15, 2024 Responses to questions will be published

February 23, 2024 Proposals due by 5:00 p.m. PST

February 26- March 8, 2024 County review period & Negotiations

March 11, 2024 Intent to Award Notifications sent out

March 19, 2024 Contract approval and contract start date

*These dates may be changed at the discretion of Napa County. Changes to the due date

for questions or due date for proposal submittal will be made by written addendum.

D. Submission Process

Respondents shall submit in a sealed envelope one (1) signed original RFP and three (3)

copies to:

Emma Moyer

Staff Services Manager

Address

Napa, CA 94559

Emma.moyer@countyofnapa.org

Sealed envelope containing original signed RFP and copies should be marked as follows:

“Napa County Housing & Homeless Services Tax Expert Assistance Request for

Proposals (RFP), HHS01DD01”

Proposals received in the Department of Housing & Homeless Services after February

23, 2024 at 5:00 p.m. will not be considered under any circumstances and will be

returned to the sender.

Proposals may be delivered in person, U.S. Mail, or Common Currier. No electronic or

facsimile copies will be accepted. It is the responsibility of the submitting party to insure

timely delivery.

It is recommended that Proposals be submitted on paper that contains at least 30%

recycled content and printed on both sides (duplex).

Proposals must be submitted following the format provided in this RFP. RFPs not

submitted in the manner prescribed herein will not be considered.

E. General Conditions

By submitting a Proposal, the Respondent represents and warrants that:

(a)The information provided is genuine and not a sham, collusive, or made in the interest

or in behalf of any party not therein named, and that the Respondent has not directly or

indirectly induced or solicited any other respondent to put in a sham proposal, or any

other respondent to refrain from presenting information and that the prospective provider

has not in any manner sought by collusion to secure an advantage; and

(b)The Respondent has not paid or agreed to pay any fee or commission, or any other

thing of value contingent upon the award of an exclusive operating area, to any

employee, official, or existing contracting consultant of the County.

This solicitation information can be found at https://www.countyofnapa.org/bids.aspx. Napa

County does not guarantee the accuracy of information posted on or obtained from third

party organizations.

All Proposals become the property of the County. The County reserves the right to reject

any and all submittals; to request clarification of information submitted; to request

additional information from competitors; and to waive any irregularity in the submission

and review process. None of the materials submitted will be returned to the Respondent

unless they are not submitted in a timely manner.

Proposals will become a public record and available for release to the public upon

selection of a successful Respondent and an Intent to Award Notification is distributed.

Respondents shall specify in their cover letter if they desire that any portion of their

Proposal be treated as proprietary and not releasable as public information. If Respondent

chooses to claim any information as proprietary, it must specify those sections in the

cover letter and provide any legal justification for treatment as such. However,

respondents should be aware that all such requests may be subject to legal review and

challenge. In such event, each Respondent shall be responsible for the legal defense

against the release of their Proposal as public information.

The County reserves the right to award an agreement without further competition based

on the responses received to this RFP.

The County reserves the right to request additional information not included in this RFP

from any or all Respondents after proposal due date.

The County reserves the right to contact references not provided in the submittals.

The County reserves the right to incorporate its standard language into any contract

resulting from this solicitation. The County’s contract template is attached for reference.

Templates are attached for reference only and do not need to be signed or returned with

proposal.

The County reserves the right to reject any and all Proposals or any part of a Proposal if it

is determined it is not in the best interest of the County.

The County reserves the right to reject the proposal of any submitter who previously

failed to perform properly, or complete on time, contracts of a similar nature, or to reject

the Proposal of a respondent who is not in a position to perform such a contract

satisfactorily. The County may reject the Proposal of any respondent who is in default of

the payment of taxes, or other monies due to Napa County.

An individual who is authorized to bind the proposing agency contractually shall sign the

Proposal. The signature must indicate the title or position that the individual holds in the

firm. An unsigned Proposal shall be rejected.

F. Security and Privacy

Any persons entering a Napa County building may be required to complete a privacy

declaration form.

G. Modification or Withdrawal

Any modification, amendment, addition, or alteration to any submission must be

presented, in writing, executed by an authorized person or persons, and submitted prior to

the final date for submissions. An individual who is authorized to bind the submitting

agency contractually shall sign the modification, amendment, addition, or alteration. The

signature must indicate the title or position that the individual holds in the firm. An

unsigned modification amendment, addition, or alteration shall be rejected.

NO AMENDMENTS, ADDITIONS OR ALTERATIONS WILL BE ACCEPTED

AFTER THE TIME AND DATE SPECIFIED AS THE SUBMISSION DEADLINE

UNLESS REQUESTED BY THE COUNTY.

At any time prior to the specified time and date set for the Proposal due date, a designated

representative of the responding agency may withdraw the submission provided that such

person provides acceptable proof of his or her identity and such person signs a receipt.

No submissions may be withdrawn or returned after the date and time set for final

submission.

H. Information Resource

Question about this RFP shall be submitted via email and be referred to:

Emma Moyer

Emma.moyer@countyofnapa.org

Questions will not be answered that would tend to constitute an evaluation of a response

being prepared or that might give an unfair advantage to a potential respondent. Except

for the above named, potential respondents should not contact Napa County officials or

staff regarding any aspect of this RFP. If such contact is made, the County reserves the

right to reject the Proposal.

No prior, current, or post award verbal conversations or agreements with any officer,

agent, or employee of the County or any other person or entity shall affect or modify any

terms or obligations of this RFP or any agreement resulting from this process.

J. Organization of Proposal

Proposals shall contain the following information and shall be organized in the same

order as provided herein. Each of these section headers shall be listed in submitted

proposal with pertinent information provided under the specific header:

Interested firms should review Attachment A (Scope of Work) and Attachment B

(Company History, Experience, and Qualifications) in consideration of response.

1. Cover Page. Cover page shall state Title and RFP number date of submission; and

name and signature of the person who is authorized to make decisions and represent the

submitting firm with respect to this RFP.

This is the opportunity summary page. You are currently viewing an overview of this opportunity and a preview of the attached documentation. For more information, please visit the Publication URL Web page.

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Tax Expert Assistance for Napa County Housing & Homeless Services

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See also