City and County of San Francisco Request for Proposals for ...mission.sfgov.org/OCA_BID_ATTACHMENTS/FA36291.pdfRFP for Invest In Neighborhoods Economic Development Grants P-590 (11-07)

P-590 (11-07) i August 11, 2014

City and County of San Francisco

Request for Proposals for

Invest In NeighborhoodsEconomic Development Grants

Issued by: Office of Economic & Workforce DevelopmentDate issued: August 20, 2014Proposals due: 5 PM., September 19, 2014

P-590 (11-07) i August 11, 2014

Request for Proposals for Invest In Neighborhoods Economic Development Grants

TABLE OF CONTENTS

Page

I. Introduction and Schedule...................................................................................... 1II. Program Areas and Scope of Work ........................................................................ 2III. Application Process and Guidelines ....................................................................... 10IV. Proposal Submission Requirements....................................................................... 15V. Project Proposal Content........................................................................................ 16VI. Evaluation and Selection Criteria............................................................................ 18VII. Terms and Conditions for Receipt of Proposals ..................................................... 21VIII. Grant Award ........................................................................................................... 25IX. Grant Requirements ............................................................................................... 25X. Protest Procedures................................................................................................. 26

Appendices:

A. Standard Forms: Listing and Internet Addresses of Forms related to TaxpayerIdentification Number and Certification and to Chapters 12B and 12C, and 14B ofthe San Francisco Administrative Code.

B. Agreement for Grant (Form G-100)

C. Central Market Action Zone Map

RFP for Invest In Neighborhoods Economic Development Grants

P-590 (11-07) 1 of 20 August 20, 2014

Request for Proposals forInvest in Neighborhoods

Economic Development Grants

I. Introduction and Schedule

A. GeneralThe Office of Economic & Workforce Development (“OEWD”) is issuing this request forproposals ("RFP") for grants to strengthen neighborhood commercial districts byimplementing neighborhood improvement projects and provide a variety of technicalservices related to neighborhood economic development. OEWD has allocatedresources to make grants in 10 different program areas (detailed in section II below).

This procurement will cover fiscal year 2014-2015 with a renewal option in fiscal year2015-2016, subject to OEWD approval and funding appropriation. If the renewal optionis exercised, subsequent grant amounts will depend upon the performance of thegrantee during the first year of the grant and other policy considerations as determinedby OEWD. Grantees will be asked to submit a final report (format to be determined) ofits grant activities and, if OEWD elects to exercise the renewal option, a revised scopeof work and budget for the grant renewal period for OEWD review. OEWD reserves theright, in its sole discretion, to not exercise the renewal option and, if it exercises therenewal option, to determine any change in the size of the successive year’s grant.

B. ScheduleThe anticipated schedule* for awarding grants is as follows:

Proposal Phase Date

RFP is issued by the City August 20, 2014

Deadline for submission of written questions September 1, 2014

Answers to questions posted online September 5, 2014

Proposals Due September 19, 2014

Committee Review September 22- October 3, 2014

Grantee selection and award notification October, 2014

*Each date is subject to change. Check website for latest schedule.


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II. Program Areas and Scope of Work

The underlying objectives of OEWD’s neighborhood economic development division areto establish, enhance, and retain small businesses and microenterprises; to createeconomic opportunities for low- and moderate-income San Francisco residents; and tostrengthen the City’s neighborhood commercial corridors. In pursuit of these objectives,OEWD has established the Invest in Neighborhoods (IIN) initiative.

Invest in Neighborhoods is designed to provide focused, customized assistance thatmeets the specific needs of San Francisco’s neighborhood commercial districts byleveraging existing programs from across multiple City departments and nonprofitpartners. The initiative is being piloted in 25 commercial districts around the City. These25 commercial districts have received an initial corridor assessment conducted by Cityagencies and community partners, a point person at City Hall to respond to communityinquiries and ensure the deployment of services in the district, an opportunity to applyfor small project grants from OEWD, and access to a range of other services aimed atstrengthening neighborhood commercial corridors. To learn more visit investsf.org.

The 25 commercial districts currently supported through the IIN initiative (the “PilotCommercial Districts”) are listed below:

Commercial District Geographic Boundaries

Bayview / Third Street Third Street from Evans to Paul

Central Market Market Street from Fifth Street to Van Ness Avenue;Mission, Stevenson, and Jessie Streets from Fifth Street toEleventh Street; Taylor Street from Market Street to EllisStreet; Sixth Street from Market Street to Folsom Street;and Seventh, Eighth, Ninth, and Tenth Streets from MarketStreet to Mission Street

Chinatown Broadway from Powell to Columbus, Grant from Broadwayto Bush, all the streets between Stockton and Kearny andbetween Broadway and Pine (but not east of Columbus)

Excelsior / Mission Street Mission St from Trumbull to Geneva

Fillmore Street (Lower) Fillmore St from Bush to McAllister

Japantown Post St from Fillmore to Laguna, Buchanan St from Post toSutter (including parcels facing Sutter)

Lombard Street Lombard Street from Lyon Street to Van Ness

Lower Polk Polk from Golden Gate to California

Middle Polk Polk from California to Broadway

Mission / Lower 24thStreet

24th Street from Mission to Potrero Ave

Mission Street / CollegeHill

Mission St from Cesar Chavez to Bosworth


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Noe Valley / 24th St 24th Street from Douglass to Dolores, Castro Street from24th to 25th

Noriega Noriega from 19th Ave to 33rd Ave, 45th to 47th Ave

North Beach Columbus Street from Broadway to Greenwich, Grant fromColumbus to Greenwich, Greenwich from Grant toColumbus, and the streets in between

OMI / Broad Street 19th Ave from Chester to Randolph; Randolph from 19th toOrizaba; Orizaba from Randolph to Broad; and Broad fromOrizaba to Plymouth

OMI / Ocean Ave Ocean Ave from Phelan to Manor

Outer Irving Irving from 19th Ave to 27th Ave

Parkside Taraval Taraval from 19th Ave to 48th Ave

Portola / San Bruno Ave San Bruno Ave from Sweeny to Mansell

Richmond / GearyBoulevard

Geary Boulevard from 14th Ave to 28th Ave

Tenderloin / Larkin Street Larkin Street from McAllister to Geary

Union Street Union Street from Steiner to Van Ness, Fillmore St fromUnion St to Lombard St.

Upper Market/Castro CBD Boundaries, including Market Street from Octavia toCastro Street, Castro from Market to 19th St, 18th Streetfrom Hartford to Diamond

Vis Valley / Leland Ave Leland Ave from Cora to Bayshore, Bayshore from Arleta toSunnydale

West Portal West Portal from 15th Ave to Ulloa/Claremont Streets

Additional commercial districts may be added to the program in subsequent fiscal years,particularly as some Pilot Commercial Districts achieve economic and communitydevelopment goals and ‘graduate’ from the IIN program.

Under IIN, each of the Pilot Commercial Districts have undergone an initial corridorassessment, conducted by City agencies and community partners, to determine keystrengths, opportunities and challenges; the assessments are available at investsf.org.Additionally, each Pilot Commercial District has been assigned a point person at CityHall to respond to community inquiries and ensure the deployment of a range of Cityservices aimed at strengthening neighborhood commercial corridors in that PilotCommercial District.


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Grant proposals are being solicited through this RFP in the following program areas:

The scope of activities described in each program area below is to be used as a generalguide and is not intended to be a complete list of all work necessary to meet programarea objectives. Nothing herein shall obligate the City to make any grant, or guaranteeany proposer the right to any grant money. The City reserves the right not to awardgrants based upon the ability of the proposer to meet the City’s objectives.

A. Neighborhood Improvement Projects

OEWD is seeking proposals for grants to support catalytic projects in the PilotCommercial Districts (listed in section II) that will contribute to neighborhood vitality,increase economic activity, and leverage and build local leadership and social capital.

Applicants may propose grants of up to $20,000 for completion of activities in thisprogram area.

Projects proposed under this program area should meet each of the following criteria: Targets a specific Pilot Commercial District. Spurs economic activities, supports existing businesses, improves physical

conditions, increases quality of life, or builds community capacity within the PilotCommercial District.

Supported by local residents, merchants and property owners. Anticipated completion within 6 to 12 months. Leverages private resources, including financial commitments, in kind donations,

volunteer time, etc.

ProgramArea Title

A Neighborhood Improvement Projects

B Technical Assistance for Women Entrepreneurs

C Business Attraction for Select Commercial Districts

DAmericans with Disabilities Act (ADA) Accessibility Barriers SmallBusiness Assistance Program

EExcelsior Economic and Community Development Programs andProjects

F Fillmore Commercial Business Development Activities

G Japantown Neighborhood Improvement Projects

H San Bruno Avenue (Portola) – Chinese Language MerchantEngagement

I Central Market/Tenderloin Business Development Activities

J SF Shines (Bayview) - Focused Façade Improvements


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Eligible projects may include (but are not limited to) the following: Physical improvements. e.g., public art installations, neighborhood landmarks,

outdoor furniture and amenities, lighting installations. Outdoor space activation. e.g., performances, physical exercise activities, public

marketplace, or other activities, occurring in a public plaza or other public space. Neighborhood beautification projects. e.g., awning/window sign improvements,

sidewalk cleaning, graffiti and vandalism abatement program. Branding or marketing campaigns. e.g., shop local campaign, banners. Events. e.g., neighborhood street fair or festival, art walk, local event series. Economic development planning. e.g., merchant survey, CBD feasibility study,

cultural district planning, retail strategy development. Minor Storefront Improvements. e.g., awning replacements, minor painting,

graffiti removal, window film placement.

B. Technical Assistance for Women Entrepreneurs

OEWD is seeking proposals for a nonprofit organization to provide technical assistancefor women entrepreneurs for business opportunities in the private sector.

Applicants may propose grants of up to $60,000 for completion of activities in thisprogram area. Projects proposed under this program area should meet each of thefollowing criteria:

Develop and implement an outreach campaign for women entrepreneurs. Develop and implement a comprehensive work plan targeting the unique needs

of women entrepreneurs. The plan shall describe the curriculum and program forrecruitment and outreach, case management, training, consultation andmentoring, and post-graduation technical assistance.

Develop a program to link and create mentorship relationships betweenlongstanding women entrepreneurs with newly formed women entrepreneurs.

Develop a resource guide listing existing resources available for free or at a lowcost to women entrepreneurs.

C. Business Attraction for Select Commercial Districts

OEWD is seeking proposals for grants to increase economic activity, reduce vacancies,and stabilize retail activity in targeted commercial districts. (see section II for a list of thetargeted areas). Select Commercial Districts are yet to be determined.

Applicants may propose grants of up to $50,000 for completion of activities in ProgramArea. Projects proposed under Program Area should serve businesses and/or retailspaces within at least one and no more than five of the targeted commercial districtslisted in section II. While the applicant may propose specific commercial districts thatthey plan to serve, OEWD reserves the right to determine, through the contractnegotiations process, the geographic service area of each project.

Eligible projects may include (but are not limited to) the following:


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Leasing assistance. Assess the need for lease strengthening in a particularcommercial district, educate business owners on leasing terminology andprocedures by providing one-on-one technical assistance, and, as necessary,assist in the direct negotiation of commercial leases.

Business attraction and broker services. Advertise vacant spaces, attractprospective tenants, and facilitate the signing of new leases.

Marketing services. Strengthen small businesses by increasing their ability toattract clients and effectively market their products.

Visual merchandising. Assist in the development of product displays and floorplans in order to highlight products and attract clients.

D. Americans with Disabilities Act (ADA) Accessibility Barriers Small BusinessAssistance Program

OEWD is seeking proposals for a nonprofit organization to develop and manage anADA Accessibility Barriers Small Business Assistance Program. The organization shallconduct outreach and provide education and assistance with ADA compliance programto San Francisco small businesses.

Applicants may propose grants of up to $500,000 for the completion of services andactivities in this program area. The scope of work for the grant recipient(s) in thisprogram area may include (but are not limited to) the following:

Conduct outreach neighborhood by neighborhood in each of the supervisorialdistricts to proactively reach small businesses along commercial corridors, toinform them of upcoming workshops on compliance with the ADA and removal ofaccessibility barriers, disseminate educational materials about barrier removal,and share resources to help businesses comply with the ADA.

Conduct at least 10 seminars across the City with focus available and accessibleto immigrant-owned small businesses/”mom and pop shops” providing educationand answers to legal and accessibility barriers questions.

Manage a Certified Access Specialist Program (CASp) and application process,which includes onsite inspections by certified access specialists for a minimum of350 eligible small businesses. CASp inspectors shall document all accessibilitybarriers found, provide cost estimate and timeline for barrier removal based onreadily achievable standard, and provide solutions to remove each barrier.

Provide access to legal services to help small businesses respond to ADAmatters, especially businesses that received demand letters.

Follow up and provide businesses with CASp reports access to funding (debt andavailable grants), technical assistance, and resources to assist businessesremove accessibility barriers. The grant may be used to fund the removal ofreadily achievable barriers such as signs and door hardware to help thebusinesses begin the compliance process.

E. Excelsior Economic and Community Development Programs and Projects

OEWD is seeking proposals for a nonprofit organization to implement programming thatcontributes to the strength and vitality of the Excelsior Commercial Corridor.

Applicants may propose grants of up to $60,000 for the completion of services andactivities in this program area. The scope of work for the grant recipient(s) in thisprogram area may include (but are not limited to) the following:


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Conduct outreach and provide technical assistance to property owners of vacantand underutilized buildings along the commercial corridor

Conduct business owner engagement activities Coordinate with other local organizations working to improve the Excelsior

Commercial Corridor Make recommendations of services to deploy based on greatest common needs Promote economic and neighborhood development strategies that enhance the

visitor experience

F. Fillmore Commercial Business Development Activities

OEWD is seeking proposals for a nonprofit organization to implement programming thatcontributes to the strength and vitality of the Fillmore Commercial Corridor.

Applicants may propose grants of up to $50,000 for the completion of activities in thisprogram area. The scope of work for the grant recipient(s) in this program area mayinclude (but are not limited to) the following:

Provide technical support, coordination, communications, and capacity-buildingto the merchants association

Manage and promote the Fillmore district web site Provide marketing for the district and for specific community events Provide direct assistance to businesses on the corridor, both through specific

programs (BizFitSF and SF Shines) and through other one-on-one assistance Facilitate business attraction activities Facilitate business promotions and business-oriented special event activities Engage with property owners Engage with other community organizations and City departments

G. Japantown Neighborhood Improvement Projects

OEWD is seeking proposals for grants to support catalytic projects in Japantown thatsupport the Japanese Cultural Heritage and Economic Sustainability Strategy and thatwill contribute to neighborhood vitality, increase economic activity, and leverage andbuild local leadership and social capital.

Applicants may propose grants of up to $50,000 for completion of activities in thisprogram area. Projects proposed under this program area should include (but notlimited to) to the following:

Business Attraction of Culturally Relevant Businesses Commercial District Marketing and Branding Commercial District Attractiveness Commercial District Safety Activities that Increase Community Capacity to Support Commercial District

Projects


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Activities that spur economic, support existing businesses, improve physicalconditions, increase quality of life, or build community capacity within the PilotCommercial District.

Support by local residents, merchants and property owners. Anticipated completion within 8 months. Leveraging of private resources, including financial commitments, in kind

donations, volunteer time, etc.

H. San Bruno Avenue (Portola) – Chinese Language Merchant Engagement

In 2005 OEWD and community partners established a commercial corridorimprovement program in the Portola. The underlying goal of this program is tostrengthen the commercial district and build community pride through organizing specialevents, collaborating with other community groups and creating new projects toinvigorate the commercial corridor. A significant component of the work along thecorridor is to engage committed neighborhood leaders, residents and merchants in therevitalization of the Portola by increasing cleanliness, working with property owners tofill vacancies, providing support to existing merchants, promoting the shopping district,and attracting resources for physical improvements.

Although much success has been realized over the years, there is a need to engage thegrowing Asian merchant population. OEWD is seeking proposals for a nonprofitorganization to partner through the IIN program with other OEWD funded organizationsto propose and administer a program that will aim to engage all merchants, in particularCantonese speaking businesses along the San Bruno Avenue Corridor.

Applicants may propose grants of up to $50,000 for the completion of activities in thisprogram area. The scope of work for the grant recipient(s) in this program area must beconducted in partnership with other OEWD funded organization(s) and may include (butis not limited to) the following:

Partner and coordinate with other OEWD funded organizations that work in thePortola.

Conduct weekly merchant outreach in Cantonese to businesses along San BrunoAvenue.

Development of a business assistance program to alleviate cleanliness issues Administration of a business assistance program to alleviate cleanliness issues Participate in a collaborative effort to support a San Bruno Avenue Merchants

Association. Provide monthly reports on progress to IIN collaborative (OEWD and other

OEWD funded organizations that work in the Portola) at Portola GranteeCoordination Meetings.

Provide quarterly reports at community wide meetings.

I. Central Market/Tenderloin Business Development Activities


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OEWD is seeking proposals from nonprofit organizations to provide in-depth businessattraction and retention coordination for Central Market, Sixth Street, and theTenderloin, with a focus on the 9 priority “action zones” identified in appendix C.

Applicants may propose grants of up to $175,000 for the completion of activities in thisprogram area. The scope of work for the grant recipient(s) in this program area mayinclude (but are not limited to) the following:

Maintain inventory of storefront vacancies Work with community stakeholders to develop and maintain list of desired

neighborhood-serving businesses and to prioritize vacancies Engage with property owners of vacant storefronts to encourage and support

leasing activities Provide listing services to select landlords of priority vacancies Conduct outreach and marketing activities to attract desired businesses Develop marketing materials in conjunction with OEWD for business attraction

and retention resources Support prospective businesses by assisting them with incentives, lease

negotiations, local hiring, and neighborhood resources Provide direct assistance to existing storefront businesses around retention

issues, including legal and lease negotiation assistance, financial assistance,other city incentives, operations assistance, technology and marketing

Facilitate business promotions to connect new customers to existing or newsmall businesses

Provide marketing for the district and, specifically, for retail and restaurantbusinesses, arts events and organizations, and community programs through thefurther expansion, maintenance, and promotion of the EpicenterSF web siteand/or through other marketing and communications activities.

I. SF Shines (Bayview) - Focused Façade Improvements

OEWD currently and will continue to administer the Citywide SF Shines Façade andTenant Improvement Program, and will specifically continue to assist businessesalong the Third Street Corridor who are in need of tenant improvementassistance. In the past year, there was a demonstrated need to cluster minorimprovements such as exterior paint, signage, and lighting along the Third Streetcorridor. Focusing on such improvements will allow for more businesses and/orproperties to be assisted. OEWD is seeking proposals to administer a Minor FacadeImprovement Program along Third Street in Bayview, that will solely focusimprovements on exterior improvements.

Applicants may propose grants of up to $363,000 for completion of activities in thisprogram area. Potential deliverables/tasks for projects funded through this programarea may include, but is not limited to:


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Creation and distribution of design guidelines Creation and distribution marketing materials Creation and distribution of application materials Creation of eligibility and criteria Outreach to property and business owners Facilitation of City permitting Facilitation of design process Management of construction process Management of vendors/contractors Completion of at minimum 10 facades Identification of priority blocks to focus outreach and participation in the

program

III. Application Process and Guidelines

A. Questions and Inquiries

Any questions or clarifications should be directed to Jorge Rivas, Project Manager,(415) 554-7613, [email protected]. Questions should be submitted in writing, nolater than September 1, 2014.

Applicants are encouraged to contact OEWD in advance of the deadline with anyquestions. A summary of all information, questions, and answers pertaining to this RFPwill be posted at OEWD’s website, www.oewd.org by September 5, 2014.

B. Applicant Requirements and Guidelines

The following are the requirements and guidelines for applicants: Eligible Applicants Organizational Capacity Board of Directors/Leadership/Stability General City Grant Requirements Additional Local Requirements Extendibility of Procurement Justification Collaborations Conditions of Proposal

1. Eligible ApplicantsApplicants must be or should be fiscally sponsored by a 501(c)(3), 501(c)(4) or a501(c)(6) registered non-profit corporations with programs based inSan Francisco. Applicants should have a Board of Directors with a minimum ofseven (7) members that reflect the diversity of the program(s) and clients beingserved.


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An eligible applicant may only submit one proposal per program area, but maysubmit proposals to multiple program areas.

2. Organizational CapacityQualified applicants must demonstrate the following capacity:

a) Qualified applicants for program area A must demonstrate experiencebuilding community support and implementing neighborhood improvementprojects.

b) Qualified applicants for program area B must demonstrate experienceproviding technical assistance to entrepreneurs.

c) Qualified applicants for program area C must demonstrate experience withsurvey and focus group research, small business development andretention, and assessing and/or developing entrepreneurship supportprograms.

3. Board of Directors/Leadership/Stabilitya) Board and staff must have broad based experience and skills to

satisfactorily manage and guide the organizationb) The Board of Directors must provide vision, oversight and direction to the

organizationc) The Board of Directors should include San Francisco residents or

demonstrate knowledge of the needs of low and moderate income SanFranciscans. Representation on the board of low income residents andfrom the target neighborhood/population is encouraged.

4. General City Grant RequirementsAll applicants must comply with each of the following:

a) Applicants must demonstrate a history of meeting outcome requirementsfor other similar programs.

b) Successful applicants must comply with all applicable local governmentregulations.

c) Successful applicants must comply with all reporting and monitoringrequirements to capture the overall efficacy of this funding opportunity andof the specific program(s).

d) Successful applicants must provide proof of insurance during the grantnegotiation process.

e) Successful applicants must either be an approved City vendor or be ableto meet all City vendor requirements and not be on the City VendorDebarred list. All applicants must be able to become an approved Cityvendor within ten days of notice of award. Subgrantees are not required tobe City-approved vendors; only the lead organization or fiscal sponsormust be City-approved. Vendor application packets can be obtained fromthe Office of Contract Administration at City Hall, Room 430, and1 Dr. Carlton B. Goodlett Place San Francisco, California 94102 ordownloaded from their website at http://www.sfgov.org/oca. See AppendixD for a checklist of needed documents to become a City Vendor.


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f) Successful applicants must meet all of the following conditions:(i) Are not listed on the General Services Administration’s List of Parties

Excluded from Federal Procurement or Non-procurement Programs inaccordance with Executive Orders 12549 and 12689, “Debarment andSuspension.’’ This list includes the names of parties debarred,suspended, or otherwise excluded by agencies, and the names ofcontractors declared ineligible under statutory or regulatory authorityother than Executive Order 12549;

(ii) Have not, within the previous three years been convicted or had a civiljudgment rendered against them for commission of fraud or a criminaloffense in connection with obtaining, attempting to obtain, orperforming a public (Federal, State, or local) transaction or contractunder a public transaction; violation of Federal or State antitruststatutes or commission of embezzlement, theft, forgery, bribery,falsification or destruction of records, making false statements, orreceiving stolen property;

(iii) Are not presently indicted or otherwise criminally or civilly charged by agovernment entity (Federal, State or Local) with commission of any ofthe offenses enumerated in subsection above; and,

(iv)Have not, within the previous three years, had one or more publictransactions (Federal, State or local) terminated for cause or default; or

(v) Are otherwise not presently debarred, suspended, proposed fordebarment, or declared ineligible or voluntarily excluded from coveredtransactions by any Federal department or agency.

5. Additional Local RequirementsFunds are subject to numerous local requirements which are listed below:

a) Accessibility: Programs and services must be accessible to personswith disabilities. Program access can be achieved in many cases withouthaving to alter the existing facility.

b) Non-Discrimination: Agencies must comply with federal andSan Francisco Human Rights Commission (HRC) prohibitions againstdiscrimination in fair housing and equal employment opportunity, and inawarding grants. Agencies must also comply with the Equal BenefitsOrdinance for domestic partners. Additional information concerning theseitems can be found on the HRC website athttp://www.sfgov.org/site/sfhumanrights_index.asp.

c) Environmental Review: Agencies must complete this review beforefunds can be utilized.

d) Procurement: Projects must comply with federal conflict of interestregulations, and regulatory procedures for obtaining and granting forgoods and services.

e) Ineligible Reimbursements: Funds for activities occurring prior to thecommencement date of the grant agreement cannot be reimbursed.


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f) Religious Activity: Funds may not be used for religious purposes or forthe improvements of property owned by religious entities except where thegrant recipient is a secular non-profit organization with a long term lease.

g) Political Activity: No federal funds received through this RFP shall beused to provide financial assistance for any program that involves politicalactivities. Grantee shall comply with the provisions of the Hatch Act(U.S.C. 1501-1508 and 7324-7328), which limit the political activities ofemployees whose principal employment activities are funded in whole orin part with Federal funds. In addition, proposers must comply with Section1.126 of the San Francisco Campaign and Governmental Conduct Code.Details can be found at:http://www.sfgov.org/site/ethics_index.asp?id=13730

6. Extendibility of Procurement JustificationThis RFP procurement process, and the proposals received as a result of it, maybe used to justify grant funding decisions for other similar services and/or otherfunding that becomes available through OEWD or any other City Department.

7. CollaborationsCollaborative consortia, joint ventures or a team of organizations withcomplementary skills and experience are permitted and highly encouraged torespond to this RFP.

a) Lead Agencies: Proposals from collaborative consortia, joint ventures, orteams must designate a lead agency that will serve as the fiscal agent forthe partners. This lead agency or organization will be responsible andaccountable for effectively and efficiently planning, managing anddelivering the services and activities described in this RFP, while providingexcellent customer service and achieving the granted performanceoutcomes. The lead agency must also demonstrate the management andfinancial capability needed to effectively and efficiently deliver the programproposed and account for the grant funds.

b) Subgranting: Applicants may include subgrant arrangements with otherorganizations; however, these arrangements must be made prior tosubmission of the proposal. Confirmation of a memorandum ofunderstanding or other formal agreement between the applicant andsubgrantee may be requested by OEWD.

c) Severability of Collaborative Proposals: OEWD, and/or any other Citydepartments who use this RFP solicitation as a procurement process forother funds, reserve the right, at their own discretion, to fund selectactivities or partners, (and remove or eliminate others) within a proposalsubmitted by a collaborative or group of agencies.

8. Conditions of Proposala) A proposer may revise a proposal on the proposer’s own initiative at any

time before the deadline for submission of proposals. The proposer mustsubmit the revised proposal in the same manner as the original. A revised


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proposal must be received on or before the proposal due date. In no casewill a statement of intent to submit a revised proposal, or commencementof a revision process, extend the proposal due date for any proposer.

b) Applicant agrees that submission of a proposal properly completed andsigned off by an owner or officer of the proposing firm, agency, ororganization who is duly authorized to bind the applicant, shall constitutean agreement to accept all conditions, provisions, requirements, andspecifications contained in the City and County of San Francisco Requestfor Proposals. It is the responsibility of the lead agency to ensure that allnamed partners are in agreement with the proposal prior to submission.The Proposal shall be binding for no less than one hundred twenty (120)days. The grantee must comply with City and County ordinances andcontracting requirements. For more detailed information, see the Office ofContract Administration website at http://www.sfgov.org/site/oca. Thegrant requirements include general liability and auto insurances,compliance with equal benefits ordinance, and current SF business taxcertificate, if applicable.

c) Applicant agrees that all costs incurred in developing this proposal are theApplicant’s responsibility and at the Applicant’s cost.

d) Applicant agrees to provide adequate staff to carry out the project and towork with City staff in ensuring that all provisions in the grant agreementare met, including timely reporting using City client tracking reportingsystems.

e) Applicant understands and agrees that any proposal may be rejected if itis conditional, incomplete, and/or deviates from the specificationscontained in this City and County of San Francisco Request for Proposals.Applicant further understands and agrees that the City’s representativeshave the right to reject any or all proposals or to waive deviations, whichare immaterial to performance. Applicant understands and agrees thatminor defects may be waived at the discretion of the City. The waiver willnot excuse an applicant from full performance if Applicant should beawarded the grant. Justification supporting the reason for any type ofrejection will be submitted to the Applicant.

f) In accordance with San Francisco Administrative Code Section 67.24(e),bids, responses to RFPs and all other records of communications betweenthe City and persons or firms seeking grant shall be open to inspectionimmediately after a grant has been awarded. Nothing in this provisionrequires the disclosure of a private person’s or organization’s net worth orother proprietary financial data submitted for qualification for a grant orother benefits until and unless that person or organization is awarded thegrant or benefit. Information provided which is covered by this paragraphwill be made available to the public upon request.


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IV. Proposal Submission Requirements

A. Time and Place for Submission of Proposals

Proposals must be received by 5:00 p.m. on September 19, 2014. Postmarks willnot be considered in judging the timeliness of submissions. Proposals may be deliveredby email to [email protected] or delivered in person or by mail to the followingaddress:

Office of Economic & Workforce Development1 Dr. Carlton B. Goodlett Place, Room 448San Francisco, CA 94102-4689

Proposals delivered in person must be left with Myisha Hervey, and proposals deliveredby mail must be sent to the attention of Jorge Rivas.

Any submittals delivered by mail or in person must be in a sealed envelope clearlymarked Invest In Neighborhoods Economic Development RFP. Proposals that aresubmitted by fax will not be accepted. Late submissions will not be considered.

B. Proposal Package

The following items must be included in the submittal package:

1. A Project Proposal

2. A Proposed Project Budget

3. An Organizational Budget

4. Letters of Support (Up to 4)


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V. Project Proposal Content

The proposal submitted must be clear and concise. It must demonstrate anunderstanding of the IIN objectives and clearly respond to a program area. The writtenproposal should include the following information, in the order specified below. The Cityreserves the right to deem any proposal nonresponsive if it is not presented in theformat required below. The total length of a proposal (excluding letters of support)should not exceed 12 pages / 4,000 words.

1. Organization Background Contact Information: Organization Name, Address, Website Approved City Vender Number Provide a brief description of your organization, including mission, history,

and a list of programs. Executive Director Name, Phone Number, and E-mail Address Contact Person Name, Title, Phone Number, and E-mail Address Organization board members and regularly scheduled board meetings List your organization’s current levels and types of insurance coverage Confirm your willingness, if awarded a grant, to sign up for the City’s

Automated Clearing House (ACH) electronic payment system. For moreinfo visit http://sfcontroller.org/index.aspx?page=85

If the applicant is working with a fiscal sponsor, provide the informationabove for both entities.

2. Organization Qualifications Describe your organization’s experience related to the program area(s) to

which you are responding. For proposals under program area A, describe your organization’s existing

ties to the neighborhood commercial district that you are proposing toserve.

Describe your economic and community development experience and howsmall businesses, residents, and stakeholders benefit from the servicesrendered in the past. Demonstrate a logical relationship between theorganization, its mission, and the proposed program.

3. Staff Qualifications Identify the individuals who will work on this project on behalf of your

organization. Include name, job title, organization, skills and experience. Identify the fiscal and data management staff of your organization or fiscal

sponsor, and describe their experience and qualifications.

4. Program Design Clearly indicate which program area(s) (described in Section II) to which

you are responding.


P-590 (11-07) 17 of 20 August 20, 2014

Explain how you will implement the scope of work described in theprogram area(s) to which you area responding (Section II). Be as specificas possible regarding the work plan, implementation steps, staffing plan,anticipated timeline, and deliverables.

For proposals under program area A, describe how the proposed projectwill contribute to the economic vitality of the neighborhood commercialdistrict that you are proposing to serve.

5. Evaluation/Communications Describe how you will evaluate the impact of the program. Include specific

quantitative and qualitative measures.

6. Program and Respondent Budget Provide a brief narrative of how the project will be funded. Include any

additional sources of the funding and in-kind contributions. Attach a copy of your total agency budget for the current fiscal year. The

budget should include all sources of income, and all expenditures brokendown by program area and/or expenditure.

Provide a budget for the proposed activities and requested using thefollowing format or a suitable equivalent:

Item Amount Notes / Explanation

Salaries(Include detailed salary information: Staffmember, anticipated number of hours tobe dedicated to program and hourly rate)

Fringe Benefits

Contractual Services

Equipment

Insurance

Space Rental

Supplies

Telecommunications

Travel/Conferences

Utilities

Other


P-590 (11-07) 18 of 20 August 20, 2014

VI. Evaluation and Selection Criteria

Proposals will be reviewed by a Review Committee comprised of City staff. Proposalswill be evaluated through the process and by the criteria outlined below. Nothing hereinshall obligate the City to make any grant, or shall guarantee any proposer the right toany grant money. The City reserves the right not to award grants based upon the abilityof the proposer to meet the City’s objectives.

A. Review Process

The City will verify that the proposals have met all the requirements to be consideredresponsive. Failure to comply with the proposal requirements contained in this RFP mayresult in elimination of that proposal from consideration. All responsive proposals willthen be submitted to the Review Committee for scoring.

1. The City may contact the applicants to clarify any portion of the proposal. Allquestions to the applicants will be submitted in writing and the answers, inwriting, will be submitted, along with the proposals, to the Review Committee forscoring.

2. Any attempt by an applicant to contact a member of the Review Committeeduring the proposal review process (other than submitting clarification questionsor responding to any City-initiated contact) may result in the elimination of thatproposal from consideration.

3. The Review Committee will review and score all responsive proposals.

4. After the Review Committee has concluded its evaluation and scoring of theproposals, the results will be submitted to the Director of OEWD, and theappropriate oversight bodies, if appropriate, for review and determination of theaward. The tentative awardees whose proposal(s) are determined to meet theneeds of the City will be recommended to negotiate a grant.

5. All applicants will be notified of the results of the evaluation.

6. The tentative award may be conditioned on inclusion of changes/additionalterms. Negotiations over the specific terms and language may be required beforesubmission to the Civil Services Commission for approval, if applicable.

7. If the City is unable to negotiate a satisfactory agreement with the winningapplicant(s), the City may terminate negotiations with that applicant and proceedto negotiate with other qualified applicants in the order of their ranking in theevaluation process. This process may be repeated until a satisfactory grantagreement has been reached.

8. Final award of the grant may be subject to approval by the Civil ServiceCommission, Board of Supervisors, Mayor, or other governing body.


P-590 (11-07) 19 of 20 August 20, 2014

B. Minimum Qualifications

Any proposal that does not demonstrate that the proposer meets therequirements described in Section III by the deadline for submittal of proposals will beconsidered non-responsive and will not be eligible for award of the grant.

C. Selection Criteria

The proposals will be evaluated by the Review Committee generally inaccordance with the criteria itemized below. Depending on the number and quality ofproposals, applicants may be invited to be interviewed by the committee to make a finalselection.

1. Organization Background (5 Points) Background and contact information clearly provided. Organizational Goals and Objectives in line with IIN and proposed

project. City Vendor Number

2. Applicant Qualifications (15 points) Experience and track record of organization in implementing projects

similar to the proposed activities. Demonstration of community support.

3. Staff Assignments and Qualifications (10 points)

Staff and volunteers assigned to the project and a description of thetasks to be performed by each staff person.

Workload, staff, and volunteer availability and accessibility. Quality of recently completed projects, including adherence to

schedules, deadlines and budgets. Professional qualifications and experience.

4. Project Design and Approach (50 points) Potential contribution to neighborhood vitality and neighborhood

economic development. Understanding of the project and the tasks to be performed, etc. In addition, for proposals in program area A:

Potential to increase community capacity, communityleadership, and social capital; and potential to generateeconomic activity and increase neighborhood vitality.

In addition, for proposals in program area B: Demonstrate an understanding of challenges women

entrepreneurs face in starting and maintaining businesses inSan Francisco, and provide details how your plan addressesand helps women entrepreneurs overcome the challenges.


P-590 (11-07) 20 of 20 August 20, 2014

Demonstrate examples of content and format of the curriculumincluding titles of workshops, seminars, mentorship programs,etc..

Demonstrate capacity to provide language appropriateassistance.

In addition, for proposals in program area C: Demonstrate an understanding and experience with working

with property owners, commercial leasing and businessattraction.

In addition, for proposals in program area D, If available, include a list of legal and CASp vendors you will

contract with to conduct the CASp inspections. Provide the criteria for how you selected the law firms and

CASp vendors including education, years of practice for ADAcompliance work, number of projects for ADA lawsuits andCASp inspections, and knowledge of and experience withCalifornia Title 24 Regulations, ADA Accessibility Guidelines

Describe what a successful ADA Small Business Program lookslike. What steps would you take to develop a successfulprogram?

Demonstrate the organization’s ability and approach to helpingmono-lingual small business owners.

Demonstrate the nature of your organization’s practice and yourqualifications for providing ADA accessibility complianceservices for San Francisco.

In addition, for proposals in program area E: Demonstrate experience partnering with business and property

owners, and community organizations to successfully implementneighborhood improvement projects.

In addition, for proposals in program area F: Demonstrate experience in managing overseeing and/or

conducting economic development, urban planning andcommunity studies.

In addition, for proposals in program area G: Demonstrate experience partnering with business and property

owners, and residents to successfully implement neighborhoodimprovement projects.

In addition, for proposals in program area H: Demonstrate experience partnering with business, property

owners, and community organizations to successfully implementneighborhood improvement projects.

In addition, for proposals in program area I: Demonstrate a track record of success working on proposed

projects or those that are similar on Central Market, Sixth Street,or in the Tenderloin


P-590 (11-07) 21 of 20 August 20, 2014

In addition, for proposals in program area J: Demonstrate construction experience. Demonstrate architectural design experience. Include examples

of façade designs for storefront businesses. Demonstrate project management experience Demonstrate engineering experience Demonstrate the ability to deliver projects on time Demonstrate recent design, permitting, and construction

experience specifically in San Francisco.

5. Evaluation (5 points) Quantitative and qualitative measures. Approach to evaluate and communicate about the project. Articulation of realistic and effective evaluation process.

6. Project Feasibility and Sustainability (15) Reasonableness of work schedule and fee proposal. Realistic project and organizational budget. Demonstration of additional resources.

VII. Terms and Conditions for Receipt of Proposals

A. Errors and Omissions in RFP

Proposers are responsible for reviewing all portions of this RFP. Proposers are topromptly notify OEWD, in writing, if the proposer discovers any ambiguity, discrepancy,omission, or other error in the RFP. Any such notification should be directed to OEWDpromptly after discovery, but in no event later than five working days prior to the date forreceipt of proposals. Modifications and clarifications will be made by addenda asprovided below.

B. Inquiries Regarding RFP

Inquiries regarding the RFP, and all notifications of intent to request writtenmodification or clarification of the RFP, must be directed by email to Jorge Rivas [email protected]. Substantive responses to any such inquiries will be posted onOEWD's website.

C. Objections to RFP Terms

Should a proposer object on any ground to any provision or legal requirement setforth in this RFP, the proposer must, not more than ten calendar days after the RFP isissued, provide written notice to OEWD setting forth with specificity the grounds for theobjection. The failure of a proposer to object in the manner set forth in this paragraphshall constitute a complete and irrevocable waiver of any such objection.


P-590 (11-07) 22 of 20 August 20, 2014

D. Change Notices

OEWD may modify the RFP, prior to the proposal due date, by issuing ChangeNotices, which will be posted on OEWD's website. The proposer shall be responsible forensuring that its proposal reflects any and all Change Notices issued by OEWD prior tothe proposal due date regardless of when the proposal is submitted. Therefore, the Cityrecommends that the proposer consult the OEWD website frequently, including shortlybefore the proposal due date, to determine if the proposer has downloaded all ChangeNotices.

E. Revision of Proposal

A proposer may revise a proposal on the proposer’s own initiative at any timebefore the deadline for submission of proposals. The proposer must submit the revisedproposal in the same manner as the original. A revised proposal must be received on orbefore the proposal due date. In no case will a statement of intent to submit a revisedproposal, or commencement of a revision process, extend the proposal due date for anyproposer.

At any time during the proposal evaluation process, OEWD may require aproposer to provide oral or written clarification of its proposal. OEWD reserves the rightto make an award without further clarifications of proposals received.

F. Errors and Omissions in Proposal

Failure by OEWD to object to an error, omission, or deviation in the proposal willin no way modify the RFP or excuse the vendor from full compliance with thespecifications of the RFP or any contract awarded pursuant to the RFP.

G. Financial Responsibility

The City accepts no financial responsibility for any costs incurred by a firm inresponding to this RFP. Submissions of the RFP will become the property of the Cityand may be used by the City in any way deemed appropriate.

H. Proposer’s Obligations under the Campaign Reform Ordinance

Proposers must comply with Section 1.126 of the S.F. Campaign andGovernmental Conduct Code, which states:

No person who contracts with the City and County of San Francisco for therendition of personal services, for the furnishing of any material, supplies or equipmentto the City, or for selling any land or building to the City, whenever such transactionwould require approval by a City elective officer, or the board on which that City electiveofficer serves, shall make any contribution to such an officer, or candidates for such anoffice, or committee controlled by such officer or candidate at any time betweencommencement of negotiations and the later of either (1) the termination of negotiations


P-590 (11-07) 23 of 20 August 20, 2014

for such contract, or (2) three months have elapsed from the date the grant is approvedby the City elective officer or the board on which that City elective officer serves.

If a proposer is negotiating for a contract that must be approved by an electedlocal officer or the board on which that officer serves, during the negotiation period theproposer is prohibited from making contributions to:

• the officer’s re-election campaign• a candidate for that officer’s office• a committee controlled by the officer or candidate.The negotiation period begins with the first point of contact, either by telephone,

in person, or in writing, when a contractor approaches any city officer or employeeabout a particular contract, or a city officer or employee initiates communication with apotential contractor about a contract. The negotiation period ends when a contract isawarded or not awarded to the contractor. Examples of initial contacts include: (1) avendor contacts a city officer or employee to promote himself or herself as a candidatefor a contract; and (2) a city officer or employee contacts a contractor to propose thatthe contractor apply for a contract. Inquiries for information about a particular contract,requests for documents relating to a Request for Proposal, and requests to be placedon a mailing list do not constitute negotiations.

Violation of Section 1.126 may result in the following criminal, civil, oradministrative penalties:

1. Criminal. Any person who knowingly or willfully violates section 1.126 issubject to a fine of up to $5,000 and a jail term of not more than six months, or both.

2. Civil. Any person who intentionally or negligently violates section 1.126may be held liable in a civil action brought by the civil prosecutor for an amount up to$5,000.

3. Administrative. Any person who intentionally or negligently violatessection 1.126 may be held liable in an administrative proceeding before the EthicsCommission held pursuant to the Charter for an amount up to $5,000 for each violation.

For further information, proposers should contact the San Francisco EthicsCommission at (415) 581-2300.

I. Sunshine Ordinance

In accordance with S.F. Administrative Code Section 67.24(e), contractors’ bids,responses to RFPs and all other records of communications between the City andpersons or firms seeking contracts shall be open to inspection immediately after acontract has been awarded. Nothing in this provision requires the disclosure of aprivate person’s or organization’s net worth or other proprietary financial data submittedfor qualification for a contract or other benefits until and unless that person ororganization is awarded the contract or benefit. Information provided which is coveredby this paragraph will be made available to the public upon request.

J. Public Access to Meetings and Records

If a proposer is a non-profit entity that receives a cumulative total per year of atleast $250,000 in City funds or City-administered funds and is a non-profit organization


P-590 (11-07) 24 of 20 August 20, 2014

as defined in Chapter 12L of the S.F. Administrative Code, the proposer must complywith Chapter 12L. The proposer must include in its proposal (1) a statement describingits efforts to comply with the Chapter 12L provisions regarding public access toproposer’s meetings and records, and (2) a summary of all complaints concerning theproposer’s compliance with Chapter 12L that were filed with the City in the last twoyears and deemed by the City to be substantiated. The summary shall also describethe disposition of each complaint. If no such complaints were filed, the proposer shallinclude a statement to that effect. Failure to comply with the reporting requirements ofChapter 12L or material misrepresentation in proposer’s Chapter 12L submissions shallbe grounds for rejection of the proposal and/or termination of any subsequentAgreement reached on the basis of the proposal.

K. Reservations of Rights by the City

The issuance of this RFP does not constitute an agreement by the City that anycontract will actually be entered into by the City. The City expressly reserves the rightat any time to:

1. Waive or correct any defect or informality in any response, proposal, orproposal procedure;

2. Reject any or all proposals;

3. Reissue a Request for Proposals;

4. Prior to submission deadline for proposals, modify all or any portion ofthe selection procedures, including deadlines for accepting responses, thespecifications or requirements for any materials, equipment or services to be providedunder this RFP, or the requirements for contents or format of the proposals;

5. Procure any materials, equipment or services specified in this RFP byany other means; or

6. Determine that no project will be pursued.

L. No Waiver

No waiver by the City of any provision of this RFP shall be implied from anyfailure by the City to recognize or take action on account of any failure by a proposer toobserve any provision of this RFP.


P-590 (11-07) 25 of 20 August 20, 2014

VIII. Grant Award

OEWD will select a proposer with whom OEWD staff shall commence grantnegotiations. The selection of any proposal shall not imply acceptance by the City of allterms of the proposal, which may be subject to further negotiations and approvalsbefore the City may be legally bound thereby. If a satisfactory grant agreement cannotbe negotiated in a reasonable time, OEWD, in its sole discretion, may terminatenegotiations with the initially selected proposer and begin grant negotiations with analternative proposer.

IX. Grant Requirements

A. Standard Grant Provisions

The successful proposer will be required to enter into a grant agreementsubstantially in the form attached hereto as Appendix B ("Agreement"). Failure to timelyexecute the Agreement, or to furnish any and all insurance certificates and policyendorsement, surety bonds or other materials it requires, shall be deemed anabandonment of a proposal. The City, in its sole discretion, may select another firm.

Proposers are urged to pay special attention to the requirements ofAdministrative Code Chapters 12B and 12C, Nondiscrimination in Contracts andBenefits, (§16.2 in the Agreement); the Minimum Compensation Ordinance (§16.8 in theAgreement); and applicable conflict of interest laws (§8.4 in the Agreement), as set forthin paragraphs B, C, D, and E below.

B. Nondiscrimination in Contracts and Benefits

The successful proposer will be required to agree to comply fully with and bebound by the provisions of Chapters 12B and 12C of the San Francisco AdministrativeCode. Generally, Chapter 12B prohibits the City and County of San Francisco frommaking grants to any entity that discriminates in the provision of benefits betweenemployees with domestic partners and employees with spouses, and/or between thedomestic partners and spouses of employees. The Chapter 12C requiresnondiscrimination in contracts in public accommodation. Additional information onChapters 12B and 12C is available on the HRC’s website at www.sfhrc.org.

C. Minimum Compensation Ordinance (MCO)

The successful proposer will be required to agree to comply fully with and bebound by the provisions of the Minimum Compensation Ordinance (MCO), as set forthin San Francisco Administrative Code Chapter 12P. Generally, this Ordinance requirescontractors to provide employees covered by the Ordinance who do work funded underthe contract with hourly gross compensation and paid and unpaid time off that meetcertain minimum requirements. For the contractual requirements of the MCO, seeSection 16.8.


P-590 (11-07) 26 of 20 August 20, 2014

For the amount of hourly gross compensation currently required under the MCO,see www.sfgov.org/olse/mco. Note that this hourly rate may increase on January 1 ofeach year and that contractors will be required to pay any such increases to coveredemployees during the term of the contract.

Additional information regarding the MCO is available on the web atwww.sfgov.org/olse/mco.

D. Conflicts of Interest

The successful proposer will be required to agree to comply fully with and bebound by the applicable provisions of state and local laws related to conflicts of interest,including Section 15.103 of the City's Charter, Article III, Chapter 2 of City’s Campaignand Governmental Conduct Code, and Section 87100 et seq. and Section 1090 et seq.of the Government Code of the State of California. The successful proposer will berequired to acknowledge that it is familiar with these laws; certify that it does not know ofany facts that constitute a violation of said provisions; and agree to immediately notifythe City if it becomes aware of any such fact during the term of the Agreement.

Individuals who will perform work for the City on behalf of the successfulproposer might be deemed consultants under state and local conflict of interest laws. Ifso, such individuals will be required to submit a Statement of Economic Interests,California Fair Political Practices Commission Form 700, to the City within ten calendardays of the City notifying the successful proposer that the City has selected theproposer.

X. Protest Procedures

A. Protest of Non-Responsiveness Determination

Within five business days of the City's issuance of a notice of non-responsiveness, any respondent that has submitted a proposal and believes that theCity has incorrectly determined that its proposal is non-responsive may submit a writtennotice of protest. Such notice of protest must be received by the City on or before thefifth business day following the City's issuance of the notice of non-responsiveness.The notice of protest must include a written statement specifying in detail each andevery one of the grounds asserted for the protest. The protest must be signed by anindividual authorized to represent the respondent, and must cite the law, rule, localordinance, procedure or RFP provision on which the protest is based. In addition, theprotestor must specify facts and evidence sufficient for the City to determine the validityof the protest.

B. Protest of Grant Award

Within five business days of the City's issuance of a notice of intent to award thegrant, any firm that has submitted a responsive proposal and believes that the City hasincorrectly selected another proposer for award may submit a written notice of protest.


P-590 (11-07) 27 of 20 August 20, 2014

Such notice of protest must be received by the City on or before the fifth business dayafter the City's issuance of the notice of intent to award.

The notice of protest must include a written statement specifying in detail eachand every one of the grounds asserted for the protest. The protest must be signed by anindividual authorized to represent the proposer, and must cite the law, rule, localordinance, procedure or RFP provision on which the protest is based. In addition, theprotestor must specify facts and evidence sufficient for the City to determine the validityof the protest.

C. Delivery of Protests

All protests must be received by 5:00 p.m. of the due date. If a protest is mailed,the protestor bears the risk of non-delivery within the deadlines specified herein.Protests should be transmitted by a means that will objectively establish the date theCity received the protest. Protests or notice of protests made orally (e.g., by telephone)or via e-mail will not be considered.

If the City determines that a meeting with the party submitting the appeal isnecessary, such meeting will be scheduled within ten (10) calendar days of the receiptof a protest to review and attempt to resolve the protest.

Protests must be delivered to:

OEWD DirectorOffice of Economic & Workforce DevelopmentCity Hall, 1 Dr. Carlton B Goodlett Place, Room 448San Francisco, CA 94102


P-590 (11-07) A-1 August 11, 2014

Appendix A

Standard Forms

Before the City can award any grant to a grantee, that party must file three standardCity forms (items 1-3 on the chart). Because many parties have already completedthese forms, and because some informational forms are rarely revised, the City has notincluded them in the RFP package. Instead, this Appendix describes the forms, whereto find them on the Internet (see bottom of page 2), and where to file them. If arespondent cannot get the documents off the Internet, the respondent should call (415)554-6248 or e-mail Purchasing ([email protected]) and Purchasing will fax, mail ore-mail them to the respondent.

If a respondent has already filled out items 1-3 (see note under item 3) on the chart, therespondent should not do so again unless its answers have changed. To find outwhether these forms have been submitted, the respondent should call Vendor FileSupport in the Controller’s Office at (415) 554-6702.

If a respondent would like to apply to be certified as a local business enterprise, it mustsubmit item 4. To find out about item 4 and certification, the respondent should callHuman Rights Commission at (415) 252-2500.

Item Form name andInternet location

Form Description Return the form to/for more info

1. Request forTaxpayerIdentificationNumber andCertification

http://www.sfgov.org/site/oca_page.asp?id=26550

www.irs.gov/pub/irs-fill/fw9.pdf

W-9 The City needs thecontractor’s taxpayer IDnumber on this form. If acontractor has already donebusiness with the City, thisform is not necessarybecause the City already hasthe number.

Controller’s OfficeVendor FileSupportCity Hall, Room484San Francisco,CA 94102(415) 554-6702

2. Business TaxDeclaration

http://www.sfgov.org/site/oca_page.asp?id=26550

P-25 All contractors must sign thisform to determine if theymust register with the TaxCollector, even if not locatedin San Francisco. Allbusinesses that qualify as“conducting business in SanFrancisco” must register withthe Tax Collector

Controller’s OfficeVendor FileSupportCity Hall, Room484San Francisco,CA 94102(415) 554-6702


P-590 (11-07) A-2 August 11, 2014

Item Form name andInternet location

Form Description Return the form to/for more info

3. San FranciscoAdministrative CodeChapters 12B & 12CDeclaration:Nondiscrimination inContracts andBenefits

http://www.sfgov.org/site/sfhumanrights_index.asp?id=4584

In Vendor ProfileApplication

HRC-12B-101

Contractors tell the City iftheir personnel policies meetthe City’s requirements fornondiscrimination againstprotected classes of people,and in the provision ofbenefits between employeeswith spouses and employeeswith domestic partners.Form submission is notcomplete if it does notinclude the additionaldocumentation asked for onthe form. Other forms maybe required, depending onthe answers on this form.Contract-by-ContractCompliance status vendorsmust fill out an additionalform for each contract.

Human RightsComm.25 Van Ness,#800San Francisco,CA 94102-6059(415) 252-2500

Where the forms are on the Internet

Office of Contract Administration

Homepage: www.sfgov.org/oca/Purchasing forms: Click on “Required Vendor Forms” under the “Information

for Vendors and Contractors” banner.

Human Rights Commission

HRC’s homepage: www.sfhrc.orgEqual Benefits forms: Click on “Forms” under the “Equal Benefits” banner near

the bottom.


P-590 (11-07) B-1 August 20, 2014

Appendix B

Appendix B, a sample grant agreement template, is available at OEWD.org


P-590 (11-07) C-1 August 20, 2014

Appendix C

Appendix C, Central Market Action Zone Map, also available athttp://investsf.org/neighborhoods/central-market/


P-590 (11-07) D-1 August 20, 2014

Appendix D

The City can only do business with Contractors that have fulfilled the City’s administrativerequirements. Fulfillment of the City's requirements is defined as completion and submission ofvendor forms and approval by applicable City agencies (Contract Monitoring Division,Treasurer/Tax Collector, Office of Contract Administration, Risk Management, etc.).

NEW TO CITY BUSINESS?If your firm has never done business with the City before, please review and complete the formsreferenced and linked in this form. The City cannot do business with any vendor that fails tomeet all requirements, including those that are outstanding.

NOT YOUR FIRST TIME DOING BUSINESS WITH THE CITY?Even if your firm has done business with the City before, it is best to check on the status of yourcompletion of the City’s requirements to ensure your firm is not precluded from contract awardbased on outstanding administrative requirement issues. Contact Richard Kurylo at (415) 554-6680 or [email protected] for information and assistance on meeting theserequirements.

FORMS AND REQUIREMENTS

Vendor Profile Package Website:http://sfgsa.org/index.aspx?page=376

A. New Vendor Number Request Form – establishes basic vendor informationhttp://sfgsa.org/modules/showdocument.aspx?documentid=8291

Vendor Profile Application Instructionshttp://www.sfgsa.org/Modules/ShowDocument.aspx?documentID=11130

Commodity Codes for reference in filling out Applicationhttp://www.sfgsa.org/Modules/ShowDocument.aspx?documentid=772

If you would like a PDF “fillable” copy of this Vendor Profile Application form, pleasee-mail your request to [email protected]

B. IRS Form W-9 – Establishes federal and state tax statusLink is available on Vendor Profile Package Website.Or use direct link to IRS website: http://www.irs.gov/pub/irs-pdf/fw9.pdf

C. Business Tax Declaration – Establishes San Francisco business tax statushttp://sfgsa.org/Modules/ShowDocument.aspx?documentid=814 (Word)http://sfgsa.org/Modules/ShowDocument.aspx?documentid=816 (PDF)

Note that based on how this declaration is filled out, firm may be required to additionallyregister for a business tax certificate and pay business taxes. See instructions on the


P-590 (11-07) D-2 August 20, 2014

Declaration form. If your company must register, download and complete a businessregistration form available at this website to obtain a Business Registration Certificatehttp://www.sftreasurer.org/index.aspx?page=22

D. HRC Form 12B-101 (Declaration: Nondiscrimination in Contracts and Benefits) –Establishes determination of how firm provides benefits to employees with spouses andto employees with domestic partners.http://sfgsa.org/Modules/ShowDocument.aspx?documentid=780

YOU MUST ALSO SUBMIT SUPPORTING DOCUMENTATION

Note that this form and documentation of benefits should be discussed directly with theHuman Rights Commission, as the determining authority. Please contact the HumanRights Commission at 415-252-2500 for assistance.

E. Minimum Compensation Ordinance Declarationwww.sfdbi.org/Modules/ShowDocument.aspx?documentid=702

More information: http://sfgsa.org/index.aspx?page=403

F. Health Care Accountability Ordinance Declarationhttp://sfgsa.org/Modules/ShowDocument.aspx?documentid=1027

More information: http://sfgsa.org/index.aspx?page=407

G. InsuranceFulfillment of the City’s insurance requirements prior to contract award is required.

The City is self-insured, so it will need to be added to a contractor's General Liability andAuto Liability policies as an additional insured. The City needs a formal endorsementshowing that the primary insured’s policies have been amended to specifically add “theCity and County of San Francisco, its officers, agents and employees" as an additionalinsured. The General and Auto Liability policy number(s) should appear on theendorsement.

For a copy of the City’s boilerplate insurance requirements, please contact RichardKurylo at (415) 554-6680 or [email protected].

Documents

City and County of San Francisco Request for Proposals for ...mission.sfgov.org/OCA_BID_ATTACHMENTS/FA36291.pdfRFP for Invest In Neighborhoods Economic Development Grants P-590 (11-07)