SECTION I. REQUEST FOR PROPOSAL OVERVIEW
The California Association of Public Administrators, Public Guardians, and Public Conservators (CA PA|PG|PC) is interested in hiring a consultant firm/contractor to manage certain activities related to legislative work on behalf of the Association during the active legislative season. Additional details on our organization and scope of legislative services are noted below.
The budget to provide these services is based on an hourly rate to be negotiated, but the FY 2021/2022 total cannot to exceed $50,000 including travel costs. Upon appointment, it is anticipated that most meetings with the Executive Office will be conducted remotely. In the event in-person meetings are scheduled, travel costs to Sacramento will not be reimbursed.
Proposal Information Due
Please submit your proposal by Friday, December 18, 2020 at 3:00pm PST via e-mail to email@example.com with the subject line: “Legislative Analyst Proposal”
Questions Regarding RFP
All inquiries concerning this RFP should be submitted to firstname.lastname@example.org using the subject line: “Legislative Analyst Proposal Inquiry”.
SECTION II. OVERVIEW OF CA PA|PG|PC
CA PA|PG|PC is a non-profit association representing government officials and employees who provide services to the citizens of California through the Public Administrator, Public Guardian, and Public Conservator offices in each of California’s 58 counties. These agencies act as the legal guardian or conservator of older and dependent adult Californians who are no longer able to act in their own best interest, resist undue influence, or are gravely disabled because of a psychiatric or cognitive disorder. The agencies also act as the personal representative for decedent estates for whom there is no other person willing or able to act.
As the designated certifying body for all county Public Administrators, Public Guardians, and Public Conservators in California, we provide a variety of professional trainings to help prepare our members to meet the rigorous demands of the job as well as advocate for PA|PG|PC county professionals within the legislative process in California.
SECTION III. SCOPE OF WORK
Scope of Consulting/Contractor Services
The Contractor shall manage certain activities related to legislative work on behalf of CA PA|PG|PC during the active legislative season. The scope of work is broken down as follows.
- Tracking and analyzing legislative and budget proposals
- Drafting language for proposed bill amendments
- Preparing research documents
- Preparing agendas for and participating as a resource in the Association’s Legislative committee meetings
- Writing letters, reports and articles concerning proposed legislation and the state budget
- Other duties as outlined by the Executive Director related to legislative services
Contracted Analyst or firm associate assigned must have:
- A BA or BS degree in a relevant field
- At least three years working with the legislature, an executive branch agency, county department, related Association or in a county PAPGPC Office analyzing legislation
- Experience reviewing, analyzing and lobbying with the state budget process
- Experience working with a variety of organizations and individuals with diverse perspectives, the public, elected and appointed officials, and governmental agencies, especially at the state and local levels
- Extensive knowledge of the work and challenges of the county PAPGPCs
- Experience working in PAPGPC Office as a Supervisor, Manager, or the Principal PAPGPC
Other Qualifying Factors
Selected consulting firm/contractor will possess the following:
- Worker’s Compensation Insurance (for firms only): The contractor hereby warrants that it carries Worker’s Compensation Insurance for all of its employees who will be engaged in the performance of the contract.
- Professional Liability Insurance: The contractor shall maintain or cause to be maintained professional liability insurance during the period of the contract insuring against the losses, damages, or expenses incurred by CA PA|PG|PC as a result of the willful or negligent acts, errors, or omissions of the contractor, or any officers, employees or agents thereof.
- Confidentiality of Data: All financial, statistical, personal, technical, and other data and information relating to CA PA|PG|PC operations, which are designated confidential by CA PA|PG|PC and made available to the contractor, shall be protected by the contractor from unauthorized use and disclosure. The contractor shall not be required under the provisions of this paragraph to keep confidential any data or information, which is or becomes publicly available, is independently developed by the contractor outside the scope of the contract or is rightfully obtained from third parties.
- Maintenance of Records: The contractor agrees to maintain any books, records, documents, and other evidence pertaining to the reimbursable costs, and hold them available for audit and inspection by CA PA|PG|PC, or its agents, for a period of seven (7) years.
- Location: Must be able to be in Sacramento within three (3) hours’ notice.
SECTION IV. DESIRED INFORMATION/OVERVIEW
General Consultant/Contractor Information
As part of your proposal please provide the following:
- Name of Company/Consultant and Address
- Contact person and title
- Telephone # and email address
- A detailed explanation of your qualifications
- Short biography(s) of proposed legislative consultant
- Examples of legislative work you have done in the past including sample support letters and active legislation you have worked on over the past three years
Client Management Services & Fees
- Process for managing contracted account, including day-to-day interaction with client
- Additional resources that the company/consultant offers
- List of clients (name only) for whom you/your company have served in the Non-profit/Assocation sector
- Contact information for three (3) specific professional references
CA PA|PG|PC will evaluate proposals on a qualitative basis. This includes our review of the consultant/contractor’s peer review report and related materials, interviews with senior engagement personnel to be assigned to our organization, results of discussions with other clients, and the consultant/contractor’s completeness and timeliness in its response to us. The final discussions of the selection of the consultant/contractor for the requested services will be made by CA PA|PG|PC’s Executive Board.
SECTION V. ADDITIONAL TERMS
All materials submitted in response to this RFP become the property of CA PA|PG|PC upon delivery and shall be appended to any formal documentation, which would further define or expand the contractual relationship between CA PA|PG|PC and the Consultant/Contractor. Each applicant, as an express condition for CA PA|PG|PC’s consideration of such proposal, agrees that the contents of every other proposal submitted by other applicants with respect to this RFP are confidential, proprietary and trade secret information in all technical areas and waives any right to access such proposals during the RFP process. No submissions or supporting documentation will be returned to the submitting applicant. Neither party shall be liable for disclosures that are required by law.
Conflict of Interest
Proposing companies/entities are asked to identify any conflicts of interest in serving CA PA|PG|PC and to clarify, if applicable, how conflicts will be managed/mitigated to ensure the best interests of CA PA|PG|PC are met.
Reservation of Rights
This RFP does not commit CA PA|PG|PC to award a contract, to pay any costs incurred in the preparation of the proposal to this request, or to contract for services. CA PA|PG|PC reserves the right to accept or reject any or all proposals received as a result of this request, to negotiate with any qualified persons or organizations, or to cancel in part or in its entirety this RFP if, at the sole discretion of CA PA|PG|PC, the organization determines that it is in its best interest to do so.