AMENDED REQUEST FOR QUALIFICATIONS SOFTWARE ENHANCEMENT SERVICES REQUIRED BY

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AMENDED REQUEST FOR QUALIFICATIONS SOFTWARE ENHANCEMENT SERVICES REQUIRED BY MISSOURI HOUSING DEVELOPMENT COMMISSION DIVISION OF INFORMATION TECHNOLOGY ISSUANCE DATE: February 23, 2015 DUE DATE: March 23, 2015 April 7, 2015 4:30 P.M. CST Page 1 of 6 Last Update February 20, 2015

SECTION I: INTRODUCTORY INFORMATION Missouri Housing Development Commission: The Missouri Housing Development Commission ( MHDC or the Commission ) was established in 1969 in order to increase the availability of decent, safe and sanitary housing at prices within the means of low- and moderate-income persons. The Commission is a governmental instrumentality of the state of Missouri and a body corporate and politic. The Commission s authority is derived from Section 215.030, et seq., of the Revised Statutes of Missouri, as amended and supplemented. The Commission administers a variety of state and federal funding sources to finance the purchase of single family homes for owner occupancy and to finance the construction and rehabilitation of affordable rental housing for low-income Missourians. Funding is made available through a combination of issuing tax credits, sale of bonds to provide mortgages, providing grants, and making low-interest loans. Sources include the federal Low Income Housing Tax Credit, Missouri Low Income Housing Tax Credit, HOME Investment Partnership Program, federal Risk-Share insurance, Affordable Housing Assistance Program and proceeds of bond sales, as well as the Commission s own general fund balances. The Commission s activities are governed by the laws and regulations of each particular funding source as well as Commission policy. Purpose of RFQ: The purpose of this Request for Qualifications ( RFQ ) is to request qualifications from vendors to provide software development services to enhance and expand MHDC custom software. Qualifications Due Date: Submission of Qualifications: March 23, 2015, by 4:30 P.M. Central One printed copy and one electronic copy of the qualifications must be submitted by the qualifications due date noted above to: Denise Greenbaum Administrative Systems and Process Supervisor Missouri Housing Development Commission 3435 Broadway 920 Main, Suite 1400 Kansas City, Missouri 64111 64105 dgreenbaum@mhdc.com Page 2 of 6 Last Update February 20, 2015

SECTION II: PROCEDURES AND INSTRUCTIONS Questions: Questions regarding this RFQ should be directed in writing by email to: Denise Greenbaum Administrative Systems and Process Supervisor Missouri Housing Development Commission 3435 Broadway 920 Main, Suite 1400 Kansas City, Missouri 64111 64105 dgreenbaum@mhdc.com Any questions must be submitted prior to March 16, 2015. Any questions submitted beyond that date will not be answered. Standards of Conduct: Please refer to the Commission s Standards of Conduct Policy for information regarding contact with MHDC commissioners or staff in connection with this RFQ, necessary disclosures thereunder and other policies regulating the actions of interested parties, employees and commissioners during a competitive matter. The Commission s Standards of Conduct Policy is available on MHDC s website at www.mhdc.com/rfp. Furthermore, pursuant to the Standards of Conduct, any Response under this RFQ shall disclose the name of the individual, entity and/or entities having ownership interests in the Respondent. All entities identified in this disclosure shall be reduced to their human being level irrespective of the number of entity layers which may be present for any disclosed entity. Questions regarding this requirement may be directed to the Commission s General Counsel, Weylin Watson, by phone at 816-759-6624 or email at wwatson@mhdc.com. Modifications to Qualifications: Revisions to this RFQ: Expense of Preparation of Qualifications: Reservation of Rights: Respondents may not modify or correct its Qualifications any time after the Qualifications Due Date except in direct response to a request from MHDC for clarification. In the event that it becomes necessary to revise or clarify any part of the RFQ, MHDC will provide an addendum on MHDC s website at www.mhdc.com/rfp. MHDC is not responsible for any expense incurred in preparing and submitting the qualifications or taking any action in connection with the selection process, or for the costs of any services performed in connection with submission of qualifications. MHDC reserves the right to conduct any investigation of the qualifications of any firm that it deems appropriate; negotiate modifications to any of the items proposed in the qualifications; request additional information from any respondent; reject any or all qualifications; and waive any irregularities in any qualifications. Page 3 of 6 Last Update February 20, 2015

Review and Selection Process: Public Records: All responses to this RFQ will be reviewed by MHDC staff. All respondents will be notified of the result of the review process. Respondents to this RFQ should be aware that responses received become public records under state law once the evaluation process has been completed. SECTION III: OVERVIEW Description: MHDC is asking for qualifications for software enhancement services to design, create, enhance and/or enable software integration. Legacy software is utilized in a production environment. This RFQ is to expand the capabilities of existing software: Existing Tools and Interfaces may include: - Web Application with a SQL database. - May require Web Portal. - May Interface with Excel 2010. - May Interface with Access 2010. - May interface with SharePoint 2010. - May interface with MS CRM 2011. - May need to utilize Crystal Reports 2008/2011. - Must be able to migrate or integrate with other databases; these databases may be SQL or AccuCobol. SECTION IV: RESPONSES TO THIS RFQ In your response, please address and identify the following items (see also Section VI Structure of Responses): 1. Corporate Background a. Please provide a corporate summary including length of time in business. b. Please provide your most recent Annual Reports/ financial statement. Indicate the percentage of company revenues derived from software development. 2. Services a. Primary software development services offered directly by your organization (overview). b. Is software development your only business? i. Explain how your organization understands and drafts requirements. ii. Prepare sample plan for software development. c. What development methodology does your company use? d. Describe SQL Development experience. e. What HFA experience does your company have? Page 4 of 6 Last Update February 20, 2015

f. Describe environment whether Hosted or Local? i. Are both types of environment available? g. Explain travel policy for personnel to be on-site at MHDC. 3. Testing a. Please describe your testing methodology and process from scheduling a test, during test and post testing. b. Please describe the different types of testing you complete for each service or module. c. Is testing done end-to-end before delivery? 4. Stability and reputation a. What is the size of your development team? How many custom software packages has your organization developed in the last 5 years? b. What was the timeframe of these software packages? c. What was the complexity of these packages? d. Identify all endorsements and recommendations for your services by independent associations (not partners). e. Provide 3-5 references. 5. Pricing Options a. Please include volume discounts if applicable. SECTION V: UNDOCUMENTED WORKERS Undocumented Workers. Pursuant to Mo.Rev.Stat. 285.530.2, firm(s) selected pursuant to this RFQ shall provide MHDC with an affidavit stating that the firm does not employ any person who is an unauthorized alien in conjunction with the contracted services, and that the firm is enrolled in and participating in a federal work authorization program with respect to the employees working in connection with the contracted services. Prior to execution of any agreement contemplated herein, the firm shall provide evidence of participation in a federal work authorization program. Questions regarding this requirement may be directed to the Commission s General Counsel, Weylin Watson, by phone at 816-759-6624 or email at wwatson@mhdc.com. In your qualifications, please indicate whether your firm is currently enrolled in and participating in a federal work authorization program such as E-Verify. Page 5 of 6 Last Update February 20, 2015

SECTION VI: STRUCTURE OF RESPONSES SECTION VII: EVALUATION CRITERIA Provide responses to Section IV. Qualifications not responding to all or parts of this section may, at MHDC s discretion, be considered unresponsive. Do not refer to other parts of your qualifications in lieu of answering a specific question. Provide requested information and Section V. More information and a sample affidavit for this requirement are available at: http://www.mhdc.com/notices/rfdcuw. Provide a transmittal letter signed by an authorized representative of the firm. In the transmittal letter the respondent shall certify (i) that no elected or appointed official or employee of the Commission is financially interested, directly or indirectly, in the performance of the services specified in the RFQ, (ii) that the information included in the response is true and correct to the best of its knowledge and (iii) that the person signing the transmittal letter is authorized to execute the response on behalf of the respondent. Provide any MBE/WBE status. Provide any additional exhibits that may contain information may be attached to provide more detail to respondent s offerings or services. The qualifications will be reviewed by MHDC staff. The qualifications will be evaluated on a variety of factors, including: Capabilities presented in qualifications encompassing items described in this RFQ. Adherence to Section VI. Previous experience working with MHDC. Previous experience in working with Housing Finance Agencies. State of Missouri business presence. MBE/WBE status. Page 6 of 6 Last Update February 20, 2015