OEWD Request for Proposals (RFP) 232 Application

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Welcome

This is the online application form for OEWD Request for Proposals (RFP) #232.

All fields marked by an asterisk (*) are mandatory; enter ) or N/A if not applicable.

The application allows the ability to save progress and resume later.

When ready to submit the final application, press the “Submit” button located on the last page. A message will indicate if any errors need to be corrected before final submission.

Applications will not be accepted after the deadline.

Helpful information is available on the RFP 232 website.

For technical support, attend a Technical Assistance Session (held online via Zoom) or email oewd.procurement@sfgov.org.

Part I. Primary Applicant Profile

In this section, provide all organizational contact information. Note that if you are a fiscal agent, you will need to complete an applicant profile for both your organization and your subgrantee.

The Primary Applicant is the organization or firm that will hold the contractual obligation with the City.
If you are applying as the fiscal agent for another entity, your application must also identify a Program Lead, which is the entity delivering services.

If you are applying as the fiscal agent for another entity, please include your information here and list information on the Program Lead in the next section.

Primary Applicant

Primary Applicant Official Business Name

Doing Business As (DBA) or Also Known As (AKA), if applicable

Primary Applicant Address

Street Address	City
State	Zip Code
Website	Main Telephone Number

Primary Applicant Executive Director / CEO Information

Executive Director / CEO Name

Executive Director / CEO Email Address

Executive Director / CEO Title

Executive Director / CEO Telephone Number

Primary Applicant Type of Entity

Note: Some program areas within this procurement require the Primary Applicant to be a nonprofit public benefit corporation. Please review the program area table, starting on page 10 of the RFP, to confirm whether your firm is eligible to apply.

Select all that apply:

Community Benefit DistrictEducational InstitutionFor-profit Corporation/LLCNonprofit - 501(c)(3)Nonprofit - 501(c)(4)Nonprofit - 501(c)(6)Sole Proprietor

Primary Applicant City & County of San Francisco Supplier Status

All applicants must be able to become an approved City Supplier within ten days of notice of an award in order to begin contract negotiation. For more details, please visit https://sfcitypartner.sfgov.org/

Current status:

Approved SupplierApproved BidderNot a current San Francisco registered Bidder or Supplier

Supplier Number (e.g. 00000#####):

Bidder Number (e.g. B00000#####)

Please list your Employer Identification Number (EIN), also known as your Tax ID. If you do not know this number, you may look it up here: https://apps.irs.gov/app/eos/

Part I. Primary Applicant Profile (continued)

Primary Applicant Organizational Staffing and Board Composition

Organizational Chart

Upload Primary Applicant's Organizational Chart (no specific template provided).

Executive Director Tenure

How many years has your Executive Director/CEO been in this role?

Years

Months

Total Number of Full Time Equivalent (FTE) Employees

Enter the number of FTE for the whole organization, not just the program being proposed. Your FTE number may be different from the total number of people on your payroll.

Number of Governing Board Members

Enter the number of Board members, excluding Emeritus/Advisory members.

Current Board Members

The Board of Directors should include San Francisco residents and/or members with knowledge of the needs of low and moderate income San Franciscans from the target neighborhoods/populations described in the RFP. Fiscal sponsors should only list governing Board members; Program Lead organizations can also list Advisory Board members, if applicable. "Job or Relevant Experience" can include lived experience, neighborhood knowledge and demographic information as well as professional experience. Select "Add another response" to create an entry for each member of the Board of Directors.

Board Member Details

Board Member Name

Years/Months on the Board

Home Neighborhood (or City/State if outside San Francisco)

Job or Relevant Experience

Board Recruitment

If you are in the process of recruiting new Board members, please describe any efforts to ensure a diverse and equitable Board that aligns with the community being served. (1000 character limit)

Total Number of Volunteers

Enter the total number of volunteers for the organization. Exclude Board Members counted above.

Part I. Primary Applicant Profile (continued)

Primary Applicant Organizational Budget Information

List the total organizational budget amount for the Primary Applicant for the last completed fiscal year. Please note this is different than the budget for the proposed project.

Upload the Primary Applicant's total organizational budget for the last completed fiscal year (use your own format; no template provided).

Part I. Primary Applicant Profile (continued)

Program Lead Profile

If you are applying as a fiscal agent for another entity who will deliver the proposed services, you will use this section to complete an applicant profile for your subgrantee Program Lead.

The Primary Applicant is the organization or firm that will hold the contractual obligation with the City.
If you are applying as the fiscal agent for another entity, your application must also identify a Program Lead, which is the entity delivering services.

Is the Primary Applicant serving only as the fiscal agent for a different Program Lead organization which is actually delivering the proposed services?

Yes, Primary Applicant is the fiscal agent for a different Program Lead (provide Program Lead profile)No, Primary Applicant is the Program Lead (no Program Lead profile needed)

Program Lead

Provide details for the Program Lead (only if the Primary Applicant is acting solely as the Fiscal Agent on behalf of a separate Program Lead organization).

Program Lead

Program Lead Official Business Name

Program Lead Address

Street Address	City
State	Zip Code
Website	Main Telephone Number

Program Lead Executive Director / CEO Information

Program Lead Executive Director / CEO Name

Program Lead Executive Director / CEO Email Address

Program Lead Executive Director / CEO Title

Program Lead Executive Director / CEO Telephone Number

Program Lead Type of Entity

Note: Some program sections are limited to specific applicant types. Please refer to your specific program section for information on eligible entities.

Select all that apply:

NonprofitFor-profitCommunity Benefit District (CBD)Business Improvement District (BID)Educational InstitutionIndividual / Sole ProprietorOther

Other (please describe):

Program Lead City & County of San Francisco Supplier Status

Only the Primary Applicant needs to be a City Supplier, however, if your Program Lead is also a Supplier, please provide details below.

Current status:

Approved SupplierApproved BidderNot a current San Francisco registered Bidder or Supplier

Supplier Number (e.g. 00000#####):

Bidder Number (e.g. B00000#####)

Program Lead Organizational Staffing and Board Composition

Organizational Chart

Upload Program Lead's Organizational Chart (no specific template provided).

Executive Director Tenure

How many years has your Executive Director/CEO been in this role?

Years

Months

Total Number of Full Time Equivalent (FTE) Employees

Enter the number of FTE for the whole organization, not just the program being proposed. Your FTE number may be different from the total number of people on your payroll.

Number of Governing Board Members

Enter the number of Board members, excluding Emeritus/Advisory members.

Current Board Members

Board Member Details

Board Member Name

Years/Months on the Board

Home Neighborhood (or City/State if outside San Francisco)

Job or Relevant Experience

Board Recruitment

If you are in the process of recruiting new Board members, please describe any efforts to ensure a diverse and equitable Board that aligns with the community being served. (500 character limit)

Total Number of Volunteers

Enter the total number of volunteers for the organization. Exclude Board Members counted above.

Program Lead Organizational Budget Information

List the total organizational budget amount for the Program Lead for the last completed fiscal year (only required if the Primary Applicant is serving only as a Fiscal Agent). Please note this is different than the budget for the proposed project .

Upload Program Lead's total organizational budget for the last completed fiscal year (use your own format; no template provided).

Program Area

From the list below, please check one box indicating the program area for this proposal. Proposers may seek funding in more than one area, however, a separate application must be filed for each funding area that the applicant wishes to provide services for. Check only one area.

Program Area List: Select one

WorkforceCentral and SmallBusinessCentral Data Systems Hosting, Maintenance, and Enhancement Services

Part II. Project Description - Introduction

In preparing your proposal, please address all questions in response to the scope of work. Pay particular attention to and address in full; minimum qualifications, preferred qualifications, and any program area-specific questions. Proposals are evaluated based on clarity, substance and measurable results.

Introduction: Title and Summary

Please indicate the Project Title and provide a brief (1-2 sentence) summary of the Project.

Project Title (100 character limit)

Brief summary of proposed project (1-2 sentences; 350 character limit)

Executive Summary: Brief overview of Applicant, qualification, and proposed approach. (1,000 limit)

Neighborhood(s) of focus
Multi-select field. To select more than one neighborhood hold down Ctrl on your keyboard while you select each neighborhood

Other Target Neighborhood(s)

Part II. Project Description - Section 1

Section 1: Applicant Qualifications and Staff Assignments (20 points)

This section should briefly address the principal objectives of the proposed project, and establish the applicant’s professional qualifications and the experience of proposed partners, sub-contractors and staff. The applicant should detail past experience and track record implementing projects similar to the proposed activities. The applicant should provide an overview of staff assignments. Details may include how staff will be accessible and available to individuals and/or organizations receiving services, the relevant experience of staff members, and the distribution of workload within the project team. This section should further note how the project team demonstrates a thorough understanding of the economic, social, financial, institutional or other issues that require a solution as well as indicators of community support.

1. Briefly describe your firm qualifications and proposed project staffing. Include information about your company's history, organizational structure, experience with Active Server Pages Network Enabled Technologies (ASP.NET) and Structured query language (SQL) Server-based systems, experience with workforce development and small business support programs, proposed team structure, and key personnel qualifications. Describe your organization’s mission, values, and history providing services to residents and businesses in San Francisco. (2,000 character limit)

Part II. Project Description - Section 2

Section 2: Approach, Activities and Outcomes (45 points)

This section should outline a plan of action that describes in sufficient detail the specific scope of services applicant(s) propose and how the proposed work will be accomplished. The plan should address all functions and activities for which applicants seek funds. Cite factors that might accelerate or decelerate work, explain rationales for strategies selected, and describe any unique or unusual features of the proposed project, such as design or technological innovations, cost or time saving strategies, or methods to increase engagement of targeted stakeholders in services. Include and make clear the organizations, cooperating entities, consultants or key individuals who will work on the proposed activities, with a brief description of their contributions and qualifications.

1. System Maintenance and Development: Describe your approach to system maintenance and development. Include information about your methodology for maintaining and enhancing the existing systems, managing Application Programming Interface (API) integration, user account administration, Eligible Training Provider List (ETPL) maintenance, reporting capabilities, document management, and error handling. (Limit: 6,000 characters)

2. Hosting and Technical Infrastructure: Describe your proposed hosting and technical infrastructure. Include information about system architecture, scalability, data security, backup and disaster recovery, performance monitoring, and security compliance. (Limit: 6,000 characters)

Part II. Project Description - Section 3

Section 3: Performance Measurement and Reporting (15 points)

1. Describe your project management approach. Include information about your methodology, communication plan, resource allocation strategy, risk management, change management process, and approach to timeline management and milestone tracking. (Limit: 6,000 characters)

Part II. Project Description - Section 4

Section 4: Support and Implementation Approach (10 points)

3. Describe your support and implementation approach. Include information about your customer service model, transition plan for the July 1, 2025 start date, documentation approach, training methodology, and quality assurance procedures. (Limit: 6,000 characters)

Part II. Project Description - Section 5

Section 5: Financial Management and Budget (10 points)

Proposed Budget

Please provide a brief narrative detailing the financial management of the Primary Applicant organization. In this section, you should respond to the following, as applicable: (6,000 characters)

• Provide your project budget information. Include a detailed cost breakdown (initial setup, hosting, maintenance, development, training, documentation), proposed payment schedule, and any assumptions or exclusions.

• Describe the key features of your organization’s financial tracking system and confirm it is capable of generating all financial information needed for required reports, including data needed to monitor, evaluate and if necessary, modify program performance.

• Describe in detail any cost allocation plan utilized when costs are chargeable to more than one cost category, or to more than one program and/or funding source.

• If proposing a management fee/fiscal fee, identify the amount as well as how the requested percentage was identified.

• Provide a narrative justification for items in the budget. Note, if the program area you are applying to includes the possibility of a multi-year grant award, please share any major budget changes (above 10% for any individual line item) that you expect to incur in future program years.

• Provide details on any matching or leveraged funds including anticipated source, amount, and restrictions. Although not required, matching funds are encouraged.

Note: In addition to your written narrative (limited to 6,000 characters), make sure to upload a proposed budget for the project using the budget template available on the RFP 232 website ("Attachment B").

Attachment B: Budget Template - Upload the budget for your proposed project using the Excel template provided. No other budget formats or file types will be accepted.

Primary Point of Contact for This Application

Please provide contact information for the primary point of contact for this application. This person should be authorized to clarify programmatic and budgetary questions on behalf of the Primary Applicant. Award notifications will be sent to this email addres.

Primary Point of Contact Name

Primary Point of Contact Title

Primary Point of Contact Email Address

Primary Point of Contact Telephone Number

Submission Authorization

I agree that I am an owner or officer of the proposing firm, agency or organization who is duly authorized to bind the Primary Applicant. I agree to accept all conditions, provisions, requirements, and specifications contained in the City and County of San Francisco Request for Proposals. (It is the responsibility of the Primary Applicant to ensure that all named partners are in agreement with the proposal prior to submission.) I agree that the Proposal shall be binding for no less than one hundred twenty (120) days. I understand that, if selected, my organization must comply with City and County ordinances and contracting requirements including general liability and auto insurances, compliance with Equal Benefits Ordinance, and current San Francisco business tax certificate, as applicable. Further, my submission of this proposal confirms that my organization is not currently debarred or suspended from participation in local, State or Federal programs.

I certify that the information provided in this application is true:

Name

Date

Program Lead Executive Director/CEO Approval

If this application is being submitted by a fiscal agent or fiscal sponsor, please secure the approval of the Program Lead's Executive Director or CEO below.

I certify that the information provided in this application is true:

Name

Date

Ready to Submit?

The "Submit" button is located below. Do not press this button until ready to submit the final application. If the application contains errors in need of correction, an error message will be generated. After making all necessary corrections and pressing "Submit" again, review for accuracy and press "Confirm" to make your final submission, which must happen before the deadline. After successful submission, the Primary Point of Contact email address will receive a time-stamped confirmation email.

Applications will not be accepted after the deadline.

Helpful information is available on the RFP 232 website

For technical support, email oewd.procurement@sfgov.org.

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Save my progress and resume later | Resume a previously saved form

Questions? Email oewd.procurement@sfgov.org