Contract IA-XS-0001-24R - 3.7 Underwriting Services

Agency:	Somerset County
State:	New Jersey
Type of Government:	State & Local
NAICS Category:	541611 - Administrative Management and General Management Consulting Services
Posted Date:	Jan 16, 2024
Due Date:	Jan 30, 2024
Solicitation No:	IA-XS-0001-24R - 3.7
Bid Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Category: RFPs
Contract Number: IA-XS-0001-24R - 3.7
Posting Date: 01/16/2024
Responses Due: 01/30/2024

RFP Document: RFP Document

You are subscribed to RFP Notices provided courtesy of Somerset County Board of Commissioners.

The following RFP opportunity has been posted:

Contract IA-XS-0001-24R - 3.7
3.7	Underwriting Services

View most recent and previous RFP opportunities

All Addenda will be issued on the website. Therefore, all interested respondents should check the website from now throughout the procurement opening. It is the sole responsibility of the respondent to be knowledgeable of all addenda related to this procurement.

Attachment Preview

Somerset County Improvement Authority

PO Box 3000 – 20 Grove Street

COUNTY ADMINISTRATION BUILDING

SOMERVILLE, NJ 08876-1262

MELISSA A. KOSENSKY, QPA, CCPO, RPPO

Purchasing Agent

PHONE: 908-231-7043

FAX: 908-575-3917

NOTICE OF RFP

Professional and Exempt Services

The Somerset County Improvement Authority is soliciting proposals through the fair and open process in

accordance with N.J.S.A. 19:44A-20.4 et seq.

Sealed RFP responses will be received by the Purchasing Agent on January 30, 2024 at 12:00 P.M. in

the Purchasing Division, County Administration Building, 20 Grove Street, Somerville, New Jersey 08876

at which time and place responses will be opened and read for:

Contract IA-XS-0001-24R - 3.7

3.7 Underwriting Services

RFP responses must be made on the standard proposal forms, be enclosed in a sealed package bearing

the name and address of the respondent and the “RFP TITLE NAME & CONTRACT #” on the outside,

addressed to Melissa A. Kosensky, Purchasing Agent, at the address above.

Specifications and instructions may be obtained at the Office of Somerset County Improvement Authority

or on the Authority Website, https://www.co.somerset.nj.us/government/administrator-s-

office/improvement-authority.

Any RFP Addenda will be issued on the Somerset County Improvement Authority website. All interested

respondents should check the website from now through RFP opening. It is the sole responsibility of the

respondent to be knowledgeable of all addenda related to this procurement.

Respondents are required to comply with the requirements of N.J.S.A 10:5-31 et seq. and N.J.A.C 17:27

et seq.

Melissa A. Kosensky, QPA, CCPO, RPPO

Purchasing Agent

Legal Publication Date: January 16, 2024

Introduction

Somerset County Improvement Authority (Owner) is seeking proposals for furnishing and delivery of

professional services of Underwriting Services for the Somerset County Improvement Authority, funds and

activities under control of the Somerset County Improvement Authority for the year 2024.

2. Administrative Conditions and Requirements

The following items express the conditions and requirements of this RFP. Together with the other RFP

sections, they apply to the RFP process, the subsequent contract, and project production. Any proposed

change, modification, or exception to these conditions and requirements may be the basis for the owner to

determine the proposal as non-responsive to the RFP and will be a factor in the determination of an award

of a contract. The contents of the proposal of the successful respondent, as accepted by the owner, will

become part of any contract awarded as a result of this RFP.

2.1

Schedule

The dates established for respondent proposals, proposal review, contractor selection and project initiation

are:

1. Release of RFP

January 16, 2024

https://www.co.somerset.nj.us/government/administrator-s-office/improvement-authority

2. Proposal Due Date

3. Evaluation Completed

4. Improvement Authority Action

5. Contract Execution and Project Initiation

January 30, 2024 at 12:00 P.M.

February 2024

2.2

Proposal Submission Information

Submission Date and Time:

January 30, 2024 at 12:00 P.M.

One (1) Original signed in ink & One (1) copy and One (1) copy on a USB Flash Drive .pdf format of the

RFP response.

The Somerset County Improvement Authority is storing all responses electronically; therefore submit all

pages of the response on a USB flash drive in addition to the printed copies.

Three (3) ring binders or elaborate binding is unnecessary.

Submission Office:

Office of the Purchasing Agent

Administration Building – 3rd Floor

20 Grove Street

Somerville, NJ 08876

Clearly mark the submittal package with the title of this RFP and the name of the responding firm,

addressed to the Purchasing Agent. The original proposal shall be signed in ink and marked to

distinguish it from the one (1) copy. Faxed or emailed proposals will NOT be accepted.

Only those RFP responses received prior to or on the submission date and time will be considered.

Responses delivered before the submission date and time specified above may be withdrawn upon written

application of the respondent who shall be required to produce evidence showing that the individual is or

represents the principal or principals involved in the proposal. After the submission date and time

specified above, responses must remain firm for the year 2024.

2.2.1 Respondents are asked to follow the same format when assembling their proposal:

The County has limited storage; therefore we are requesting, no three ring binders (stapling is

acceptable) and no additional company advertising. Submit the forms/required information using the

following format:

Section 1 of the RFP response should be as follows:

Page 1: Original completed “proposal Cost Form/signature page”

Page 2: Fee Schedule

Page 3: Ownership Disclosure

Page 4: Non-Collusion Affidavit

Page 5: EEO/ Affirmative Action

Page 6: Certificate of Employee Information Report

Page 7: Business Registration Certificate supply with RFP

Page 8: Acknowledgement of Receipt of Addenda

(All addenda are posted on the County website)

Page 9: Proof of Licensure

Page 10: References

Page 11: Proposal Checklist

Page 12: Iran Investment Activities

Page 13-end: Qualification Statement, proposal and any other requested information

2.3

Using Department Information

Nancy D’Andrea, Executive Director

The Somerset County Improvement Authority

Somerset County Administration Building

20 Grove Street – P.O. Box 3000

Somerville, New Jersey 08876-1262

2.4

County Representative for this Solicitation

Please direct all questions in writing to:

Melissa A. Kosensky, QPA, CCPO, RPPO

Purchasing Agent

Voice: 908-231-7043

Fax: 908 575-3917

Email: PurchasingDiv@co.somerset.nj.us

Questions by prospective respondents concerning this RFP may be addressed to Melissa A. Kosensky, QPA,

CCPO, RPPO, Purchasing Agent for the County of Somerset in writing via fax at 908-575-3917 or by email:

PurchasingDiv@co.somerset.nj.us. Please note the aforementioned contact is authorized only to direct the

attention of prospective respondents to various portions of the requirements so that they may read and

interpret each portion for themselves. NO employee of the County of Somerset is authorized to give

interpretations of any portion of this RFP or to give information as to the requirements for the RFP in

addition to that already contained in the RFP unless as a formal addenda.

Interpretations of the RFP or additional information as to its requirements, when necessary, shall be

communicated to prospective respondents only by written addendum issued by the Purchasing Agent of

the County of Somerset.

Please identify the contract name, number and note Request for Information as the subject line when

submitting a request by fax or email.

2.5

Interpretations and Addenda

A. The respondent understands and agrees that its proposal is submitted on the basis of the

specifications prepared by the County. The respondent accepts the obligation to become familiar with

these specifications.

B. Respondents are expected to examine the specifications and related documents with care and observe

all their requirements. Ambiguities, errors or omissions noted by respondent should be promptly

reported in writing to the Purchasing Agent. In the event the respondent fails to notify the County of

such ambiguities, errors or omissions, the respondent shall be bound by the proposal.

C. No oral interpretation of the meaning of the specifications will be made to any potential respondent.

Every request for an interpretation shall be in writing, addressed to the Purchasing Agent, referencing

the Contract Name and Contract Number in the subject line, at PurchasingDiv@co.somerset.nj.us. In

order to be given consideration, written requests for interpretation and or clarification must be

received at last three (3) business days prior to the date fixed for the opening of the proposals.

D. All interpretations, clarifications and any supplemental instructions will be in the form of written

addenda to the specifications, and will be distributed to all prospective bidders. All addenda so issued

shall become part of the specification and RFP documents, and shall be acknowledged by the

respondent by completing the Acknowledgement of Receipt of Addenda form. The County’s

interpretations or corrections thereof shall be final.

Pursuant to N.J.S.A. 40A:11-23(c)(1) when issuing addenda, the owner shall provide required notice

prior to official receipt of proposals to any person who has submitted a response or who has received

a RFP package. They will be sent via electronic transmissions to those known recipients of the RFP

specifications.

E. Discrepancies in RFP’s

1. If the amount shown in words and its equivalent figures do not agree, the written words shall be

binding. Ditto marks are not considered writing or printing and shall not be used.

2. In the event that there is a discrepancy between the unit prices and the extended totals, the unit

price shall prevail. In the event there is an error of the summation of the extended totals, the

computation by the County of the extended totals shall govern.

2.6

Quantities of Estimate

Wherever the estimated quantities of work to be done are shown in any section of this RFP, including the

Proposal Cost Form, they are given for use in comparing proposals. The owner especially reserves the

right (except as herein otherwise specifically limited) to increase or diminish the quantities as may be

deemed reasonably necessary or desirable by the owner to complete the work detailed by the contract.

Such increase or diminution shall in no way violate this contract, nor shall any such increase or diminution

give cause for claims or liability for damages.

2.7

Cost Liability and Additional Costs

The owner assumes no responsibility and liability for costs incurred by the respondents prior to the

issuance of an agreement. The liability of the owner shall be limited to the terms and conditions of the

contract.

Respondents will assume responsibility for all costs not stated in their proposals. All unit rates either

stated in the proposal or used as a basis for its pricing are required to be all-inclusive. Additional charges,

unless incurred for additional work performed by request of the owner as noted in 2.6, are not to be billed

and will not be paid.

2.8

Statutory and Other Requirements

2.8.1

Compliance with Laws

Any contract entered into between the contractor and the owner must be in accordance with and subject

to compliance by both parties with the New Jersey Local Public Contracts Law. The contractor must agree

to comply with the non-discrimination provisions and all other laws and regulations applicable to the

performance of services there under. The respondent shall sign and acknowledge such forms and

certificates as may be required by this section.

2.8.2

Mandatory EEO/Affirmative Action Compliance - N.J.S.A 10:5-31 et seq. and

N.J.A.C 17:27 et seq.

No firm may be issued a contract unless it complies with the affirmative action provisions of N.J.S.A. 10:5-

31 et seq. and N.J.A.C. 17:27-1 et seq. as administered by the Division of Purchase & Property Contract

Compliance and Audit Unit (Division) and provided below. The contract will include the language included

as attachment A in this specification.

1. Goods, Professional Services and Service Contracts

Each contractor shall submit to the public agency, after notification of award but prior to

execution of a goods and services contract, one of the following three documents:

i. A Letter of Federal Approval indicating that the vendor is under an existing federally

approved or sanctioned affirmative action program. A copy of the letter must be

provided by the vendor to the Public Agency and Division. This approval letter is valid

for one year from the date of issuance.

ii. A Certificate of Employee Information Report (hereafter “Certificate”), issued in

accordance with N.J.A.C. 17:27 et seq. The vendor must provide a copy of the

Certificate to the Public Agency as evidence of its compliance with the regulations. The

Certificate represents the review and approval of the vendor’s Employee Information

Report, Form AA-302 by the Division

iii. The successful respondent shall complete an Initial Employee Report, Form AA-302 and

submit it to the Division with a check or money order for $150.00 made payable to

“Treasurer, State of New Jersey" www.state.nj.us/treasury/contract_compliance

2.8.3

New Jersey Anti-Discrimination – N.J.S.A. 10:2-1

There shall be no discrimination against any employee engaged in the work required to produce the goods

and services covered by any contract resulting from this bid, or against any applicant to such employment

because of race, religion, sex, national origin, creed, color, ancestry, age, marital status, affectional or

sexual orientation, familial status, liability for service in the Armed Forces of the United States, or

nationality. This provision shall include, but not be limited to the following: employment upgrading,

demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other

forms of compensation, and selection for training, including apprenticeship. The contractor shall insert a

similar provision in all subcontracts for services to be covered by any contract resulting from this RFP.

2.8.4

Americans with Disabilities Act of 1990 - 42 U.S.C. S121 01 et seq.

Discrimination on the basis of disability in contracting for the delivery of services is prohibited.

Respondents are required to read American with Disabilities language that is part of the documents

attached hereto and agree that the provisions of Title II of the Act are made part of the contract. The

contractor is obligated to comply with the Act and hold the owner harmless.

2.8.5

Ownership Disclosure - N.J.S.A. 52:25-24.2 (P.L. 1977 c.33)

In accordance with N.J.S.A. 52:25-24.2, no corporation, partnership, limited partnership, limited liability

corporation, limited liability partnership, Subchapter S corporation or sole proprietorship, shall be awarded

Sign-up for a Free Trial, Government Bid Alerts

With Free Trial, you can:

You will have a full access to bids, website, and receive daily bid report via email and web.

Try One Week FREE Now

Contract IA-XS-0001-24R - 3.7 Underwriting Services

Attachment Preview

Sign-up for a Free Trial, Government Bid Alerts

See Also