1-2026.07.13.RFP.Third-Party.Property.Management.Qualified Pool (Final).pdf

Request for Proposals for

THIRD-PARTY PROPERTY MANAGEMENT SERVICES

Qualified Pool / Pre-Approved Property Management Firms

RFP #26-024

Issued by:

Housing Authority of Salt Lake City

Publication Date:

July 13, 2026

Housing Authority of Salt Lake City | www.haslcutah.org 350 South 400 East, Salt Lake City, Utah 84111

Paul Edwards | Acting Procurement and Contracts Manager | pedwards@haslcutah.org

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TABLE OF CONTENTS

1. PROPOSAL TIMELINE 2

2. INTRODUCTION AND BACKGROUND 3

3. PROCUREMENT OBJECTIVE AND QUALIFIED POOL STRUCTURE 3

4. SCOPE OF SERVICES 3

5. PERFORMANCE STANDARDS AND REPORTING 4

6. PROPOSAL RESPONSE REQUIREMENTS 5

7. FEE PROPOSAL REQUIREMENTS 6

8. EVALUATION CRITERIA AND SCORING 6

9. EVALUATION PROCESS AND POOL SELECTION 7

10. QUALIFIED POOL TERM AND PROPERTY ASSIGNMENTS 7

11. MINIMUM QUALIFICATIONS AND RESPONSIBILITY REVIEW 8

12. INSURANCE REQUIREMENTS 9

13. FEDERAL, STATE, AND LOCAL REQUIREMENTS 9

14. PROCUREMENT CONDITIONS AND ADDITIONAL TERMS 10

15. QUESTIONS AND PROPOSAL SUBMISSION 10

ADDENDUM A - VENDOR/PROPOSER INFORMATION 11

ADDENDUM B - FEE PROPOSAL FORM 12

ADDENDUM C - SAMPLE ONBOARDING / TRANSITION PLAN 16

ADDENDUM D - CERTIFICATION REGARDING DEBARMENT OR SUSPENSION 17

ADDENDUM E - NON-COLLUSION CERTIFICATE OF PROPOSER 18

ADDENDUM F - HUD FORM 5369-B INSTRUCTIONS TO OFFERORS NON-

CONSTRUCTION

1. PROPOSAL TIMELINE

Questions and proposals received after the deadlines below are late and may not be considered. HASLC may modify this schedule only by written addendum.

Event Date / Time

RFP Publication Date July 13, 2026

Questions Due July 17, 2026 (Friday), by 5:00 p.m. MDT

Question Responses / Addendum July 23, 2026 (Thursday), by 5:00 p.m. MDT

Proposal Submission Due Date July 31, 2026 (Friday), by 5:00 p.m. MDT

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2. INTRODUCTION AND BACKGROUND

Housing Authority of Salt Lake City (“HASLC”) is soliciting proposals from qualified, licensed, and insured firms to establish a pool of pre-approved third-party property managers for future, as-needed assignments. HASLC and affiliated entities own, develop, and preserve affordable, mixed-income, and other multifamily housing.

Assignments may involve stabilized properties, acquisitions, lease-ups, rehabilitations, temporary management, or compliance support. Selection for the pool is not a contract award and does not guarantee work, payment, exclusivity, or any property assignment.

3. PROCUREMENT OBJECTIVE AND QUALIFIED POOL STRUCTURE

HASLC intends to establish a flexible pool of firms capable of multifamily operations, affordable-housing compliance, resident relations, maintenance oversight, financial reporting, and transition support. Experience with LIHTC, PBV, HUD-assisted housing, HOME, NHTF, tax-exempt bonds, supportive housing, and similar programs is preferred.

a. Qualified pool / on-call use

• HASLC anticipates selecting approximately three to four (3–4) firms but may select more or fewer based on proposal quality, anticipated needs, and applicable procurement requirements.

• Selection for the qualified pool means that a firm is eligible to be considered for future assignments. It does not guarantee work, payment, exclusivity, or any property assignment.

• When an assignment arises, HASLC may select a pool member based on the firm’s proposal, qualifications, relevant experience, capacity, staffing, pricing, property type, program requirements, location, prior performance, urgency, and overall best fit.

• HASLC may request additional information or property-specific pricing from one or more pool members, negotiate with one or more firms, or conduct a mini-competition when HASLC determines that doing so is appropriate.

• HASLC is not required to request a proposal from every pool member for each assignment unless required by applicable law, funding requirements, or other binding requirements.

• Each assignment must be separately authorized by a written management agreement, task order, or other written authorization. HASLC will document the basis for the selection and determine that the agreed pricing is reasonable.

• HASLC may procure outside the pool when permitted and in its best interest.

b. Potential property types

Potential assignments include affordable, workforce, mixed-income, market-rate, LIHTC, PBV, HOME/HOME-ARP/NHTF, supportive, senior, family, lease-up, rehabilitation, distressed, interim, compliance-only, and consulting assignments.

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4. SCOPE OF SERVICES

The exact scope will be established in each property-specific agreement or task order. Services may include:

a. Transition and staffing

Prepare and implement a transition plan; transfer and reconcile records, funds, keys, contracts, work orders, and data; identify urgent risks; and provide qualified staff, supervision, backup coverage, training, and 24-hour emergency response.

b. Leasing and resident administration

Market units and administer applications, waiting lists, eligibility, leases, certifications, move-ins, renewals, transfers, move-outs, resident communications, rent and subsidy collections, delinquencies, complaints, and lease enforcement. The selected manager shall perform only those owner, management-agent, compliance, or program functions assigned in writing. Nothing in this RFP authorizes a manager to exercise a nondelegable

PHA function or make a final determination reserved to HASLC, an owner, lender, investor, or regulatory agency.

c. Compliance and resident protections

Administer applicable LIHTC, PBV, HUD, HOME, NHTF, bond, lender, investor, and regulatory requirements; maintain audit-ready files; and comply with fair housing, Section

504/ADA, VAWA, language-access, privacy, and nondiscrimination requirements.

d. Financial management

Prepare budgets and forecasts; maintain property-level accounting, receivables, deposits, payables, HAP and bank reconciliations, and financial controls; and provide timely reports, variance explanations, and audit, owner, lender, and investor support.

e. Maintenance and asset operations

Operate an electronic work-order system; respond to emergencies; complete unit turns;

conduct preventive maintenance, inspections, and life-safety checks; and manage vendors, warranties, casualty matters, and capital work.

f. Reporting, technology, and risk

Use systems supporting accounting, leasing, compliance, work orders, reporting, records, data exports, and audit trails; protect confidential information; and promptly report material incidents, cybersecurity events, fraud, and operational or compliance risks.

g. Management plan and transition-out

Provide a property-specific management plan and, upon termination or reassignment, promptly transfer all records, files, data, funds, keys, contracts, work orders, and other property materials.

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5. PERFORMANCE STANDARDS AND REPORTING

Property-specific agreements may establish additional standards. At a minimum, selected firms will be expected to meet the following:

Area Expected Standard / Reporting Requirement

Occupancy and leasing

Maintain strong occupancy and meet approved lease-up schedules;

explain material vacancies or delays.

Maintenance and unit turns

Triage emergencies immediately, track all work electronically, complete routine work and unit turns promptly, and document delays.

Compliance and inspections

Maintain audit-ready files, complete required certifications, prepare for monitoring and inspections, and promptly correct deficiencies.

Financial and operating reports

Submit accurate monthly reports, reconciliations, budgets, and variance explanations by property-specific deadlines.

Residents, incidents, and corrective action

Respond promptly to residents, escalate protected or high-risk matters, report material incidents, and implement corrective action when required.

6. PROPOSAL RESPONSE REQUIREMENTS

Proposals must follow the order below. The technical narrative may not exceed fifteen (15) pages, excluding the cover letter, fee proposal, resumes, and required forms. Avoid unnecessary marketing materials.

Proposal Section Required Content

Cover letter and firm profile

Signed cover letter; firm name, ownership, locations, years in business, licenses, primary contact, confirmation that the proposal is valid for at least 120 days, and willingness to participate in the qualified pool. Identify all parent, subsidiary, and affiliated entities and any related-party vendors that may provide services to an assigned property.

Relevant experience and portfolio

Current/recent multifamily portfolio, unit counts, property types, Utah/regional experience, client types, software, and comparable third-party assignments.

Affordable-housing compliance

Experience with LIHTC, PBV, HUD/Section 8, HOME/HOME-ARP, NHTF, bonds, income averaging, audits, inspections, fair housing, Section 504/ADA, and VAWA.

Management approach and systems

Approach to staffing, leasing, residents, collections, maintenance, emergency response, financial controls, reporting, technology, cybersecurity, and owner coordination.

Transition plan and capacity

Concise sample 30/60/90-day transition plan; current capacity;

geographic coverage; assignment limitations; and ability to mobilize quickly.

References and At least three comparable references and disclosure of material

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Fees, forms, and exceptions

Completed Addendum B, required certifications/forms, current W-9, and a clear list of any exceptions to the RFP, insurance, scope, or proposed terms.

7. FEE PROPOSAL REQUIREMENTS

Complete Addendum B. Proposers must state their normal fee structure, identify all mandatory and optional charges, and calculate the standardized cost scenarios.

Fee Information Required Information

Base management fee

State the percentage, per-unit, flat, hybrid, or other formula; when the fee is earned; minimum charges; and income or units included or excluded.

Additional fees and markups

Identify all compliance, onboarding, accounting, software, staffing, maintenance/project, vendor, reimbursable, commercial, and transition-out charges.

Special work and hourly rates

Provide hourly or other rates for separately billed consulting, compliance, interim management, emergency, capital, or special-project work.

Standardized cost scenarios

Using the assumptions in Addendum B, calculate the total evaluated first-year cost for each scenario. Include the annual base management fee, all mandatory recurring charges, mandatory onboarding and implementation charges, and any applicable payroll, vendor, software, compliance, or administrative markups.

HASLC may correct arithmetic, request clarification or a best-and-final fee proposal, and reject pricing that is incomplete, unclear, noncomparable, or not cost reasonable. The fees and rates submitted in Addendum B will serve as maximum rates for the first twelve (12) months following selection to the qualified pool. HASLC may negotiate lower property-specific fees. A higher fee may be approved only when supported by a materially different scope, staffing requirement, compliance obligation, or other documented circumstance and determined reasonable by

HASLC. All property-specific fees must be negotiated and approved in writing.

After the initial twelve-month period, a pool member may request a rate adjustment no more than once during any twelve-month period. The request must be submitted at least sixty (60) days before the proposed effective date and must include supporting cost or market information.

Any adjustment is subject to HASLC’s determination of cost reasonableness and written approval and will not be automatic or retroactive.

8. EVALUATION CRITERIA AND SCORING

HASLC will evaluate responsive proposals using the criteria below. Cost and fees account for

HASLC Property Management Pool | RFP #26-024 Procurements and Contracts Page 7 of 21 sixty-five percent (65%) of the total score. A proposer must receive at least 21 of the 35 available non-cost points to be eligible for the qualified pool.

HASLC may request clarifications, interviews, demonstrations, reference checks, or best-and-final offers. Any interview or clarification will be evaluated within the published non-cost factors unless HASLC issues an addendum stating otherwise.

Evaluation Factor Points Considerations

Evaluated Fee / Cost 60

HASLC will add the Total Evaluated First-Year Cost for

Scenarios A–C. The responsive proposal with the lowest aggregate cost will receive 60 points. Other proposals will receive points according to the following formula: Lowest responsive aggregate cost ÷ proposer’s aggregate cost × 60.

Fee Completeness and

Value

Clarity, completeness, transparency, included services, additional fees, markups, assumptions, and overall value.

Experience and Affordable-

Housing Compliance

Comparable multifamily performance; Utah/regional experience; LIHTC, PBV, HUD, HOME, NHTF, bond, audit, inspection, fair-housing, and compliance capability.

Management Approach, Staffing, Maintenance, and

Reporting

Quality and practicality of staffing, supervision, resident administration, maintenance, emergency response, financial controls, technology, reporting, and owner coordination.

Transition Plan, Capacity, and References

Ability to mobilize, current capacity, transition approach, responsiveness, references, disclosures, and performance history.

Total 100

9. EVALUATION PROCESS AND POOL SELECTION

a. HASLC will review proposals for timely submission, required forms, minimum qualifications, and material responsiveness.

b. A scoring committee will evaluate responsive proposals using the published criteria.

c. HASLC may request clarifications, verify references and licenses, conduct interviews or demonstrations, establish a competitive range, and request best-and-final offers.

d. HASLC may select one or more responsible firms whose proposals are most advantageous to HASLC, considering price and other published factors. Pool selection is not a contract award or guarantee of work and may be subject to owner, board, lender, investor, HUD, or other required approval.

10. QUALIFIED POOL TERM AND PROPERTY ASSIGNMENTS

HASLC anticipates maintaining the qualified pool for an initial period of three (3) years, with two

(2) optional one-year extensions. HASLC may refresh, reopen, expand, reduce, suspend, or discontinue the pool when permitted and in its best interest.

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Inclusion in the pool does not create a management contract or guarantee any work, payment, exclusivity, or property assignment. HASLC may qualify a firm for all assignments or only for specified property types, programs, or service categories.

Each assignment requires a separate written management agreement, task order, or other authorization identifying the property, scope, staffing, fees, transition requirements, reporting, performance standards, insurance, and applicable regulatory terms. The agreement may be executed by HASLC or by the applicable affiliated property owner. No entity is bound unless it signs the applicable agreement or authorization. Property-specific fees must comply with

Section 7 and be approved in writing.

Subject to applicable procurement, funding, owner, lender, investor, and regulatory requirements, HASLC may select a qualified pool member based on a documented determination of overall best fit and cost reasonableness. Relevant considerations may include the firm’s original proposal and score, qualifications, property-specific experience, current capacity, staffing, location, pricing, compliance expertise, transition approach, prior performance, urgency, and required approvals.

In making an assignment, HASLC may:

a. Select and negotiate directly with a qualified pool member;

b. Request property-specific information or updated pricing from one or more qualified pool members;

c. Conduct a mini-competition among some or all qualified pool members; or

d. Use another selection method permitted by applicable procurement requirements.

HASLC is not required to rotate assignments equally or request a proposal from every pool member for each assignment unless required by applicable law, funding requirements, or other binding requirements.

For assignments involving federal funds, HASLC will use the level of competition, price or cost analysis, and documentation required by applicable federal and HUD procurement requirements.

11. MINIMUM QUALIFICATIONS AND RESPONSIBILITY REVIEW

To be selected for or remain in the qualified pool, a proposer must:

a. Be legally authorized and properly licensed to provide property management services in

Utah;

b. Have at least three (3) years of multifamily property management experience, or equivalent demonstrated organizational and key-personnel experience;

c. Maintain adequate staffing, accounting and trust-account controls, technology, emergency capability, and required insurance;

d. Be eligible to receive public and federal funds and not be suspended, debarred, or subject to a HUD Limited Denial of Participation; and

e. Disclose material legal, regulatory, fair-housing, license, audit, financial, or contract

HASLC Property Management Pool | RFP #26-024 Procurements and Contracts Page 9 of 21 issues and demonstrate satisfactory integrity, performance, and capacity.

Preferred qualifications include demonstrated LIHTC, PBV/HAP, HUD, HOME/HOME-

ARP/NHTF, income-averaging, regulatory-reporting, audit, inspection, fair-housing, Section

504/ADA, and VAWA experience.

HASLC may verify licenses, debarment status, insurance, references, financial capacity, past performance, litigation, and compliance history before pool selection or any assignment.

12. INSURANCE REQUIREMENTS

Before work begins, a selected firm must provide insurance acceptable to HASLC and any applicable owner, lender, or investor. HASLC shall be named as an additional insured where appropriate.

Coverage Minimum Requirement

Commercial General

Liability

$1,000,000 per occurrence and $2,000,000 aggregate, or higher if required by property-specific agreement.

Automobile Liability $1,000,000 combined single limit for owned, hired, and non-owned vehicles, if vehicles are used in performance of services.

Workers’ Compensation As required by law, including employer’s liability coverage.

Professional Liability /

Errors and Omissions

$1,000,000 per claim/aggregate, or higher if required by property-specific agreement.

Crime / Fidelity / Employee

Dishonesty

$1,000,000 or an amount sufficient to protect funds handled by the manager, subject to property-specific requirements.

Cyber Liability $1,000,000 if the manager stores, processes, accesses, or transmits resident, applicant, financial, disability-related, VAWA-related, employee, owner, or personally identifiable information electronically, or higher if required by property-specific agreement.

Umbrella / Excess / Other

Coverage

As required by property-specific agreement, lender, investor, ownership, HUD, regulatory agreement, or risk review.

Required limits may be increased for a specific property. Failure to maintain coverage may result in rejection, removal from the pool, suspension, or termination.

13. FEDERAL, STATE, AND LOCAL REQUIREMENTS

Selected firms must comply with all laws, program requirements, and property-specific requirements applicable to each assignment, including:

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a. Applicable HUD procurement and contract forms and 2 C.F.R. Part 200 requirements;

b. Fair Housing Act, Section 504, ADA where applicable, VAWA, accessibility, language access, and nondiscrimination requirements;

c. LIHTC, PBV, HOME/HOME-ARP, NHTF, bond, regulatory agreement, owner, lender, and investor requirements; and

d. Utah and local licensing, property-management, trust-account, landlord-tenant, privacy, cybersecurity, records-retention, public-records, and other applicable requirements.

14. PROCUREMENT CONDITIONS AND ADDITIONAL TERMS

Topic Requirement

Public records and proprietary information

Proposals may be subject to GRAMA and other public-records laws. Mark specific protected information and state the legal basis; blanket designations may be disregarded.

Communications, questions, addenda, and submissions

Direct communications to the procurement contact or portal.

Only written HASLC addenda or responses are binding.

Submit by the stated method and deadline; late proposals may be rejected.

Costs and reservation of rights

Proposers bear all response costs. HASLC may reject proposals, waive minor informalities, seek clarification, negotiate, amend or cancel the RFP, or make no selection when permitted.

Conflicts, subcontractors, and contractor status

Disclose conflicts and material subcontractors or affiliates.

The selected firm remains responsible for all work and will act as an independent contractor or authorized management agent.

Written authorization, removal, and order of precedence

No work may begin without written authorization. HASLC may remove firms or terminate assignments as permitted.

Executed property-specific documents and applicable HUD or regulatory requirements control over conflicting terms.

15. QUESTIONS AND PROPOSAL SUBMISSION

Questions - Questions regarding this RFP must be submitted by email to pedwards@haslcutah.org or through the Utah Public Procurement Place/Bonfire portal no later than the deadline stated in Section 1. HASLC may decline to answer questions received after the deadline. Responses to material questions and any amendments to this RFP will be issued in writing. Proposers may not rely on oral statements or instructions. Only written responses or addenda issued by HASLC are binding.

Proposal submission - Proposals may be submitted by email to pedwards@haslcutah.org or through the Utah Public Procurement Place/Bonfire portal and must be received no later than the deadline stated in Section 1. Late proposals may be rejected. Proposers are responsible for confirming that their complete proposal was timely received.

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ADDENDUM A - VENDOR/PROPOSER INFORMATION

Please complete the following form and include with your Proposal.

(Form can be typed or handwritten and must have current W-9 attached.)

NAME of VENDOR:

DBA (if applicable):

PHYSICAL ADDRESS:

CONTACT PERSON for BILLING:

EMAIL of BILLING CONTACT:

PHONE NUMBER of BILLING CONTACT:

BILLING ADDRESS:

TAX IDENTIFICATION NUMBER (TIN):

PROPOSAL / CONTRACT CONTACT: ____________________________________________

PROPOSAL / CONTRACT CONTACT PHONE: _____________________________________

NOTES/COMMENTS:

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ADDENDUM B - FEE PROPOSAL FORM

Complete this form. State all fees, minimums, markups, reimbursables, exclusions, and assumptions clearly. Disclose all rebates, commissions, referral fees, purchasing incentives, revenue sharing, or other compensation received by the proposer or an affiliate in connection with property operations.

Incomplete or noncomparable pricing may be rejected.

Part 1 - Base management fee structure

Pricing Item Proposer Response Included / Excluded Assumptions /

Notes

Base management fee and formula

State percentage, per-unit, flat, hybrid, or other method and when the fee is earned.

Minimum monthly fee

/ assignment size

State any minimum fee, unit count, property size, or term.

Income or units included / excluded

Address rent, HAP/subsidy, commercial income, fees, vacant/offline units, rehab units, and lease-up units.

Services included in base fee

Identify ordinary management, compliance, accounting, reporting, technology, and maintenance-coordination services included.

Alternative structures

Identify any recommended alternatives for small, lease-up, distressed, interim, compliance-only, or mixed-use assignments.

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Part 2 - Additional fees, reimbursables, and pass-through costs

Additional Fee / Cost Area Proposed Fee, Rate, or

Treatment Assumptions / Notes

Affordable-housing compliance

LIHTC, PBV/HUD/HAP, HOME/HOME-

ARP/NHTF, certifications, recertifications, file reviews, audits, monitoring, inspections, and corrective work.

Lease-up, onboarding, and data migration

Identify one-time or phased startup, marketing, opening, temporary staffing, and transition charges.

Accounting and reporting

Identify charges for monthly, owner, lender/investor, audit, year-end, custom, or bank-reconciliation work.

On-site staffing and payroll

State whether payroll, benefits, overtime, temporary staffing, and related burden are direct-billed, reimbursed, or marked up.

Maintenance / capital / project coordination

State supervision, project-management, maintenance, or capital-work fees.

Vendor, material, and purchasing markups

State every markup or administrative charge.

Software, technology, portals, and storage

State implementation, monthly, license, portal, work-order, compliance, data-export, or storage charges.

Travel and other reimbursables

Address mileage, training, printing, postage, advertising, screening, banking, and similar pass-through expenses.

Commercial / retail space

State management fees, leasing commissions, CAM charges, and assumptions.

Termination and transition-out

State final-reporting, file-transfer, data-export, close-out, and successor-transition charges.

Other fees or exclusions List anything not identified above.

Part 3 - Hourly rates for special projects or on-call work, if applicable

Position / Role Hourly Rate, if separately billed Notes / When Used

Executive / Principal

Regional / Property Manager

Compliance Specialist

Accounting / Controller

Maintenance Supervisor / Technician

Leasing / Resident Services

Administrative / Data

Other

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Part 4 - Standardized evaluated first-year cost scenarios

Complete each scenario using the actual fees, rates, minimums, and markups stated elsewhere in Addendum B. HASLC will add the Total Evaluated First-Year Cost for Scenarios A–C to calculate the Evaluated Fee / Cost score. These hypothetical scenarios are used only to compare proposals and do not describe an actual property or guarantee an assignment.

Common assumptions. Each scenario assumes:

• Twelve (12) months of management;

• Stabilized occupancy;

• No commercial space;

• No lease-up or major capital project;

• Ordinary monthly owner financial reporting;

• Routine compliance and reporting for only the affordable-housing programs identified in the scenario; and

• No optional service unless the service would be required to manage the property as described.

The stated annual on-site payroll is the total employer cost for on-site personnel, including wages, payroll taxes, and benefits, before any fee or markup retained by the proposer.

The stated vendor, maintenance, and material purchases are the gross amounts of vendor invoices, maintenance purchases, and materials before any fee or markup retained by the proposer. No separate capital-project expenditure is assumed.

Complete the cost table as follows:

• Annual Base Management Fee: Calculate the annual base fee using the proposed formula and the scenario’s unit count and annual collected residential income.

• Mandatory Recurring Fees: Enter the annualized total of all required recurring charges not included in the base management fee, including compliance, accounting, reporting, software, technology, or administrative charges.

• Mandatory First-Year / Onboarding Fees: Enter all required one-time charges incurred during the first year, including onboarding, implementation, setup, and data-migration charges.

• Evaluated Payroll and Vendor Markups: Calculate only the fees or markups retained by the proposer on the stated on-site payroll and vendor, maintenance, and material purchases. Do not include the underlying payroll or vendor costs.

• Total Evaluated First-Year Cost: Add the Annual Base Management Fee, Mandatory Recurring Fees, Mandatory First-Year / Onboarding Fees, and Evaluated Payroll and Vendor Markups.

Completion rules.

Enter $0 if a charge does not apply; do not leave a field blank. Include each fee, charge, or markup only once. Any charge identified in Parts 1–3 that would be mandatory for a scenario must be included in the applicable scenario calculation.

Any mandatory charge not disclosed in the proposal may be treated as included in the base management fee. Provide a brief calculation for each scenario showing how the total was determined. A separate calculation page may be attached if needed. HASLC may correct arithmetic errors using the rates and formulas stated in the proposal.

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Scenario Hypothetical Property and Assumptions

A

50 units; stabilized LIHTC property; $750,000 in annual collected residential income;

$180,000 in annual on-site payroll; and $75,000 in annual vendor, maintenance, and material purchases.

B

100 units; stabilized LIHTC property with 50 PBV units; $1,600,000 in annual collected residential income, including tenant rent and HAP; $350,000 in annual on-site payroll; and $150,000 in annual vendor, maintenance, and material purchases.

C

150 units; stabilized LIHTC/PBV/HOME property with 100 PBV units; $2,550,000 in annual collected residential income, including tenant rent and HAP; $500,000 in annual on-site payroll; and $250,000 in annual vendor, maintenance, and material purchases.

Using the assumptions above and the column definitions stated above, complete the following table for each scenario.

Scenario Annual Base Management

Fee

Mandatory Recurring

Fees

Mandatory First- Year /

Onboarding Fees

Evaluated Payroll and

Vendor Markups

Total Evaluated First-Year Cost

A $ $ $ $ $

B $ $ $ $ $

C $ $ $ $ $

Attach additional calculation detail if needed. HASLC may request clarification of any fee, assumption, or calculation.

By submitting this fee proposal, the proposer certifies that it has disclosed all mandatory fees, recurring charges, minimums, markups, reimbursables, and other amounts that may be charged for the services described in this RFP. The proposer agrees that the submitted rates will serve as maximum rates during the initial twelve-month period, subject to the provisions of Section 7.

(Signature) (Date)

(Typed Name) (Title)

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ADDENDUM C - SAMPLE ONBOARDING / TRANSITION PLAN

Provide a concise sample 30/60/90-day plan showing how the firm would assume management, protect residents and records, maintain operations, and identify and correct urgent risks.

Timeline / Area Required Plan Content

Pre-transition and Day 1

Transition lead and team; information requests; schedule; staff and emergency coverage; resident communication; control of keys, systems, rent collection, work orders, vendors, utilities, and urgent risks.

First 30 days

File, lease, ledger, HAP, deposit, bank, vendor, insurance, utility, software, occupancy, work-order, life-safety, and initial compliance review.

Days 31-60

File corrections; rent/HAP reconciliation;

inspections; preventive maintenance; staffing and vendor adjustments; budget and delinquency review; compliance-risk mitigation.

Days 61-90

Stabilized reporting; updated management plan and budget; capital priorities; quality-control review; performance measures; and corrective action plan.

Transition-out

Method and timeline for transferring records, data, files, keys, funds, contracts, open work orders, financial information, and resident communications.

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ADDENDUM D - CERTIFICATION REGARDING DEBARMENT OR

SUSPENSION

Because assignments under the qualified pool may involve federal funds, the following certification is required of all proposers:

1. The proposer certifies, to the best of its knowledge and belief, that neither the proposer nor any of its principals is presently debarred, suspended, proposed for debarment, declared ineligible, voluntarily excluded, or otherwise prohibited from participating in federal procurement or nonprocurement transactions.

2. The proposer further certifies that neither the proposer nor any of its principals:

a. Has an active exclusion record in the federal System for Award Management (“SAM.gov”);

or

b. Is subject to a HUD Limited Denial of Participation or other restriction that would prevent or limit participation in this procurement or any resulting property-specific assignment.

3. For purposes of this certification, “principals” includes officers, directors, owners, partners, and persons having primary management or supervisory responsibility for the proposer.

4. The proposer shall immediately notify HASLC in writing if, at any time before selection, during the qualified-pool term, or during any property-specific assignment:

a. This certification becomes inaccurate;

b. The proposer or any principal becomes suspended, debarred, excluded, proposed for debarment, declared ineligible, or subject to a HUD Limited Denial of Participation; or

c. Any other circumstance arises that may affect the proposer’s eligibility to receive public or federal funds.

5. This certification is a material representation of fact upon which HASLC may rely in selecting firms for the qualified pool and making property-specific assignments. If HASLC determines that the proposer submitted an inaccurate certification or failed to provide required notice, HASLC may reject the proposal, remove the proposer from the qualified pool, decline or terminate an assignment, or exercise any other remedy permitted by law or contract.

6. Before using any subcontractor on a federally funded assignment, the selected firm shall verify that the subcontractor and its principals are eligible to participate and are not subject to an applicable exclusion, suspension, debarment, or HUD Limited Denial of Participation.

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ADDENDUM E - NON-COLLUSION CERTIFICATE OF PROPOSER

does hereby state:

(Name)

(1) She/He is the of (Owner, partner, officer, or representative)

, hereinafter referred to as Respondent.

(Business name)

(2) She/He is fully knowledgeable of the preparation and contents of Respondent’s response which was submitted for services required in connection with this RFP.

(3) Said Respondent’s response is genuine and is not a collusive or sham response.

(4) Neither the Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including myself, has in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Respondent, firm, or person to submit a collusive or sham response in connection with such contract or to refrain from submitting a response in connection with such contract, or has in any manner, directly or indirectly, sought by unlawful agreement or connivance with any other Respondent, firm, or person to fix the price or prices in said Respondent's Response, or to fix any overhead, profit, or cost element of the price or prices in said Respondent's Response, or to secure through collusion, conspiracy, connivance, or unlawful agreement any advantage against HASLC/HAME, or any person interested in the Proposed Contract; and

(5) The price or prices quoted in the Respondent's Response are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Respondent or any of its agents, representatives, owners, employees, or parties in interest, including myself.

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ADDENDUM F - HUD FORM 5369-B INSTRUCTIONS TO OFFERORS NON-

CONSTRUCTION

To the extent HUD-5369-B or other HUD forms are included with this RFP, references in those forms to “award,” “contract award,” “offer,” or “resulting contract” shall be interpreted consistently with this RFP’s qualified-pool structure. Selection for the qualified pool is not a contract award and does not create a binding management contract. Any binding contract will arise only from a later written property-specific management agreement, task order, or other written authorization signed by an authorized representative.

To the extent HUD-5369-B refers to sealed, mailed, telegraphic, or facsimile submissions, those provisions are superseded by Section 15 of this RFP. Proposals must be submitted electronically in the manner stated in Section 15.

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