F. Reduced and/or Fee Generating Cases (up to 50 points) While the primary focus of this RFP is the delivery of direct pro bono legal services and representation for guardianship, providing additional legal assistance on a reduced fee and/or fee generating basis is strongly encouraged. Describe any plan to take or refer reduced fee cases. Include the following: Geographic area to be served Method to be used to determine reduced fee Sliding fee options Accounting methods, if applicable, for program income generated by fee generating cases. 5. Desirable Specifications (up to 50 points) Additional Funding and/or Services As part of the Evaluation of Proposals, bonus points may be given to Offerors that: Demonstrate an ability or capacity to obtain funds or resources that supplement and/or expand services provided under this contract Demonstrate enhanced services Describe any efforts that would address the procurement of additional funding or the provision of additional services. BUSINESS SPECIFICATIONS Financial Stability (Pass/Fail) Offerors must submit copies of their most recent years independently audited financial statements and most current 10K, as well as financial statements for the preceding three years, if they exist. The submission must include the audit opinion, the balance sheet, and statements of income, retained earnings, and cash flows, and the notes to the financial statements. If independently audited financial statements do not exist, Offerors must state the reason and, instead, submit sufficient information (such as a D & B report) to enable the Evaluation Committee to assess the financial stability of an Offeror Performance Surety Bond Reserved Letter of Transmittal Form (Pass/Fail) Each Offeror’s proposal must be accompanied by the Letter of Transmittal Form located in APPENDIX E. The form must be completed and must be signed by the person authorized to obligate the Offeror.
CITY: __________________________ STATE: ________ ZIP CODE: _____________ SIGNATURE: ___________________________________ DATE: _________________ This name and address will be used for all correspondence related to the Request for Proposals. Organization does/does not (circle one) intend to respond to this Request for Proposals. Marlene Acosta, Procurement Manager Assistance & Representation for Kinship Caregivers RFP # 18-624-01314 Aging and Long-Term Services Department 2550 Cerrillos Road (for physical delivery of proposal) PO Box 27118 Santa Fe, NM 87502-7118 Fax: (505) 476-4836 E-mail: APPENDIX B Campaign Contribution Disclosure Form
How would you rate the dynamics/interaction between organization staff and your staff? (3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable) COMMENTS: Who were the organization’s principal representatives involved in your project and how would you rate them individually? Would you comment on the skills, knowledge, behaviors or other factors on which you based the rating? (3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable) Name: Rating: Name: Rating: Name: Rating: Name: Rating: COMMENTS: How satisfied are you with any products developed by the organization? (3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable) COMMENTS: With which aspect(s) of this organization's services were you most satisfied? COMMENTS: With aspect(s) of this organization's services were you least satisfied? COMMENTS: Would you recommend this organization's services? COMMENTS: APPENDIX G