1.0 - Co-Developer New Construction (RFQ Document).pdf

REQUEST FOR QUALIFICATIONS (RFQ)

No. Q2026-1-DP

Co-Developer Partner

REQUEST FOR QUALIFICATIONS (RFQ) No. Q2026-DP, Co-Developer Partner

HOUSING DAYTONA BEACH, FL

Table of Contents [Table No. 1]

Section Description Page

Introduction 3

RFQ Information at a Glance 3

1.0 The Agency’s Reservation of Rights 4

2.0 Scope of Work/Technical Specifications 5

2.1 Pertaining to the Successful Proposer 5

2.2 Anticipated General Scope of Services 5

2.3 Potential Development Locations 6

2.4 Background Information 6

2.5 The Role of the Selected Co-Developer Partner 6

2.6 The Developer’s Anticipated Qualifications/Experience/Expertise 9

2.7 Role of the Agency 11

2.8 Full Disclosure 11

2.9 Previous/Current Contractor(s) 12

3.0 Proposal Format 12

3.1 Tabbed Proposal Submittal 12

3.2 No Fees Proposed 16

3.3 Proposal Submission 17

3.4 Proposer's Responsibilities — Contact with the Agency 18

3.5 Proposer's Responsibilities — Equal Employment Opportunity and Supplier Diversity

3.6 Pre-proposal Conference 19

3.7 Recap of Attachments 19

4.0 Proposal Evaluation 21

4.1 Evaluation Factors 21

4.2 Evaluation Method/Plan 23

5.0 Contract Award 25

5.1 Contract Award Procedure 25

5.2 Contract Services Standards 25

INTRODUCTION

he Housing Authority of the City of Daytona Beach (hereinafter, “the Agency”) is a public entity that was formed in 1938 to provide federally subsidized housing and housing assistance to low-income families, within the City of Daytona Beach FL. The Agency is headed by a Chief Executive Officer (CEO) and is governed by a five-person board of commissioners and is subject to the requirements of Title 24 of the Code of Federal Regulations (hereinafter, “CFR”) and the Agency’s procurement policy. Though brought into existence by a Resolution of the City of Daytona Beach, it is a separate entity from the City.

urrently, the Agency (a) owns 335 public housing units within 5 complexes; and (b) administers an approximate total of 1,953 Section 8 Housing Choice Vouchers. The Agency currently has approximately 40 employees.

n keeping with its mandate to provide efficient and effective services, the Agency is now soliciting proposals from qualified, licensed, and insured entities to provide the above noted services to the Agency.

All proposals submitted in response to this solicitation must conform to all the requirements and specifications outlined within this document and any designated attachments in its entirety.

RFQ INFORMATION AT A GLANCE

[Table No. 2]

AGENCY CONTACT PERSON (NOTE: Unless otherwise specified, any reference herein to “Contracting Officer” or “(CO)” shall be a reference to Ms. Schroeder.)

Kelly Schroeder, Procurement Officer E-mail: procurement@dbhafl.org

TDD/TTY: (386) 252-6473

HOW TO OBTAIN THE RFQ DOCUMENTS ON

THE EPROCUREMENT MARKETPLACE

1. Access ha.internationaleprocurement.com (no “www”).

2. Click on the “Login” button in the upper left side.

3. Follow the listed directions.

4. If you have any problems in accessing or registering on the eProcurement Marketplace, please call customer support at (866)526-9266.

PRE-PROPOSAL CONFERENCE Monday, August 3, 2026, 2:00 PM ET

QUESTION SUBMITTAL DEADLINE Monday, August 17, 2026, 3:00 PM ET

HOW TO FULLY RESPOND TO THIS RFQ BY

SUBMITTING A PROPOSAL SUBMITTAL

As instructed within Section 3.0 of this RFQ Document, submit 5 sealed copies of your 1 original "hard copy" proposal to the Agency Administrative Office and one digital copy.

PROPOSAL SUBMITAL RETURN & DEADLINE Wednesday, August 26, 2026, 3:00 PM ET Administration Offices: 211 N. Ridgewood Ave., Daytona Beach FL 32114 (The sealed “hard copy” proposal documentation must be received in-hand and time-stamped by the Agency by no later than 3:00 PM ET on this date).

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1.0 THE AGENCY’S RESERVATION OF RIGHTS. The Agency reserves the right to:

1.1 Right to Reject, Waive, or Terminate the RFQ. Reject any or all proposals, to waive any informality in the RFQ process, or to terminate the RFQ process at any time, if deemed by the Agency to be in its best interests.

1.2 Right to Not Award. Not to award a contract pursuant to this RFQ.

1.3 Right to Terminate. Terminate a contract awarded pursuant to this RFQ, at any time for its convenience upon 10 days written notice to the successful proposer(s).

1.4 Right to Determine Time and Location. Determine the days, hours, and locations that the successful proposer(s) shall provide the services called for in this RFQ.

1.5 Right to Retain Proposals. Retain all proposals submitted and not permit withdrawal for a period of 60 days subsequent to the deadline for receiving proposals without the written consent of the Agency Chief Executive Officer (CEO).

1.6 Right to Negotiate. Negotiate the fees proposed by the proposer entity.

1.7 Right to Reject any Proposal. Reject and not consider any proposal that does not meet the requirements of this RFQ, including but not necessarily limited to incomplete proposals and/or proposals offering alternate or non-requested services.

1.8 No Obligation to Compensate. Have no obligation to compensate any proposer for any costs incurred in responding to this RFQ.

1.9 Right to Prohibit. At any time during the RFQ or contract process to prohibit any further participation by a proposer or reject any proposal submitted that does not conform to any of the requirements detailed herein. By accessing the eProcurement Marketplace (hereinafter, a.k.a. “the Marketplace”) and by downloading this document, each prospective proposer is thereby agreeing to abide by all terms and conditions listed within this document and within the eProcurement Marketplace, and further agrees that he/she will inform the CO in writing within 5 days of the discovery of any item listed herein or of any item that is issued thereafter by the Agency that he/she feels needs to be addressed. Failure to abide by this timeframe shall relieve the Agency, but not the prospective proposer, of any responsibility pertaining to such issue.

1.10 Right to Reject – Obtaining Competitive Solicitation Documents. The eProcurement

Marketplace is the only official and appropriate venue to obtain the competitive solicitation documents (and any other information pertaining to the competitive solicitation such as addenda). Accordingly, by submitting a response to this competitive solicitation the respondent thereby affirms that he/she obtained all information on the eProcurement Marketplace. Any other group such as a proposal depository that informs potential respondents of the availability of such competitive solicitations are hereby instructed to not distribute these documents to any such potential respondents, but to instruct the potential respondents to visit the eProcurement Marketplace to obtain the documents. The Agency will reject without consideration any response submitted from a firm that has not obtained the documents from the eProcurement Marketplace.

2.0 SCOPE OF WORK/TECHNICAL SPECIFICATIONS. The Agency is seeking proposals from qualified entities or firms to provide the Agency with the following Co-Developer Partner services.

2.1 Pertaining to the Successful Proposer. Hereinafter, when talking about the “selected successful proposer,” the Agency may utilize any of the following terms (or any combination of the terms):

2.1.1 “Successful Proposer” or “Successful Proposer(s);”

2.1.2 “Selected Firm” or “Selected Firm(s);”

2.1.3 “Developer” or “Developer(s);” or

2.1.4 “Co-Developer Partner” or “Co-Developer Partner(s).”

2.1.5 The terms may be utilized in the “singular” form because the Agency reserves the right to at any time during the ensuing contract period(s) to select one firm only to provide the services; or

2.1.6 The terms may be utilized in the “plural” because the Agency reserves the right at any time during the ensuing contract period(s) to select more than one firm to provide services.

2.1.7 Whenever the term is utilized in the “singular,” such requirement may also be applied as if the term has been utilized in the “plural;” meaning, all requirements herein shall apply to any Co-Developer Partner that the Agency may at any time chose to do work with.

2.1.8 Anywhere herein (including within the Attachments listed within the following Table No. 5 herein) when the term “Contractor” is utilized, unless specific reference is made to a “construction contractor,” such term may also mean the same as the terms identified within the preceding Sections

2.1.1 through 2.1.4 herein. It is the responsibility of the prospective or actual proposers to request in writing clarification when there is any doubt as to the application of this requirement (or any other requirements herein).

2.2 Anticipated General Scope of Services. The Agency is seeking a co-developer partner to develop new multifamily housing at two vacant tracts of land in Midtown Daytona

Beach (see Table 3 below). The new developments shall conform with Class A standards for housing with corresponding office and recreational facilities. The Agency seeks a

Co-Developer Partner that will assist the Agency in building capacity in both the development and property management areas.

[Table No. 3]

(1)

IFB

Section

(2)

Property/Address

(3)

Acres

2.3.1 Villages at Halifax, bounded by: Oak, Fulton, Progress & Adams including the two lots at the Northwest corner of Oak and Fulton, Daytona Beach FL 32114

2.97

2.3.2 Pine Haven, bounded by: George W. Engram, Rose, Pinehaven & N. Keech, Daytona Beach FL 32114

9.95

2.3 Background Information.

2.3.1 The two former public housing sites were left vacant following the Hope VI revitalization of Villages of Halifax and Pine Haven.

2.3.2 The properties were planned for homeownership and are currently platted for single family lots with the Pine Haven lots being under a PUD.

2.3.3 The Pine Haven PUD currently includes a lot for a future daycare and natural area for an active eagle’s nest.

2.3.4 The Pine Haven property is in a Zone AE floodplain.

2.3.5 The Agency will maintain an ownership interest in any redeveloped housing under a newly created, non-profit affiliate/instrumentality.

2.4 The Role of the Selected Co-Developer Partner. The Co-Developer Partner shall be responsible for the following:

2.4.1 Building Standards. The following building standards are typical requirements of HUD grants.

2.4.1.1 Building Codes. All activities that include construction, rehabilitation and related activities must meet or exceed local building codes.

2.4.1.2 Physical Accessibility Requirements. All new construction and alterations of existing buildings and facilities must be done in compliance with Section 504 of the Rehabilitation Act of 1973 and its implementing regulations at 24 CFR part 8, or the 2010 ADA Standards for Accessible Design with exceptions as noted at FR-5784-N-01 Nondiscrimination on the Basis of Disability in Federally Assisted Programs and Activities:

design and construction requirements under the Fair Housing Act and its implementing regulations at 24 CFR part 100, Title II of the Americans with Disabilities Act and its implementing regulations at 28 CFR part 35, and the Architectural Barriers Act of 1968 and its implementing regulations at 24 CFR part 40 as applicable. HUD applies the Uniform Federal Accessibility Standards (UFAS) through its regulations under part

8. The minimum number of designated accessible mobility and sensory units is calculated by following the requirements at 24 CFR 8.22(b), and are required to be distributed across the range of bedroom sizes and configurations pursuant to 24 CFR 8.26, and otherwise meets the needs of the community, including reasonable accommodations for persons with disabilities. In response to the data gathered from families living in the community, an increase in the minimum mobility units for the new housing may be needed. All applicable laws must be read together and followed. In addition, under the Fair Housing Act, all new construction of covered multifamily dwellings must contain certain features of accessible and adaptable design. The term “covered multifamily dwellings” means buildings designed and constructed for first occupancy after March 13, 1991. In buildings with four or more dwelling units and at least one elevator, all dwelling units and all public and common use areas are subject to the Fair Housing Act’s design and construction requirements. In buildings with four or more dwelling units and no elevator, all ground floor units and public and common use areas are subject to the Act’s design and construction requirements. The relevant accessibility requirements are provided on HUD’s Fair Housing and Equal Opportunity (FHEO) website. Additional resources are provided at:

Department of Justice and HUD Joint Statement on Accessibility (Design and Construction) Requirements for Covered Multifamily Dwellings and PIH Notice 2010-26.

2.4.1.3 Deconstruction. Projects should incorporate sustainable construction and demolition practices, such as the dismantling or “deconstruction” of public housing units, recycling of demolition debris, and reusing of salvage materials in new construction. “A Guide to Deconstruction: An Overview of Deconstruction with a Focus on Community Development Opportunities” can be found at https://www.huduser.gov/portal/publications/pdf/decon.pdf.

2.4.1.4 Energy Efficiency and Green Building Standards.

2.4.1.4.1 Owners of new construction and substantial rehabilitation must meet the requirements of EPA’s ENERGY STAR Multifamily New Construction (MFNC) or Single-Family New Homes (SFNH), as applicable. Any state energy code requirements will take precedence over ENERGY STAR specifications when the state code approximates or exceeds that standard.

2.4.1.4.2 Grantees must achieve certification by one of the recognized green rating programs for new construction or substantial rehabilitation, including such programs as Enterprise Green Communities, the National Green Building Standards, LEED for Building Design and Construction (BD+C) Residential, Earthcraft, Earth Advantage New Homes, or other HUD approved standard.

2.4.1.4.3 For all new construction or rehabilitation, new or replacement appliances must be ENERGY STAR or Water Sense certified appliances.

2.4.1.4.4 Local utility companies may be able to provide grant funds or rebates to assist in financing energy efficiency activities.

States may also have programs that will assist in energy efficient building techniques.

2.4.1.4.5 All new construction and substantially improved structures (as defined in 24 CFR part 55) located in the 100-year floodplain on the latest FEMA map must be elevated or floodproofed, where applicable, to at least one foot above the 100-year base flood elevation.

2.4.1.5 Climate Resiliency. Implementation of measures to mitigate the impacts of natural related hazards is will be a focus of the https://www.huduser.gov/portal/publications/pdf/decon.pdf redevelopment. HUD's Office of Community Planning and Development (CPD) developed a Community Resiliency toolkit that provides suggestions for different mitigation techniques for six natural hazards.

2.4.1.6 Universal Design. In addition to any applicable required accessibility feature under Section 504 of the Rehabilitation Act of 1973, the design and construction requirements of the Fair Housing Act, Title II of the Americans with Disabilities Act, and state or local accessibility codes, as applicable, the Department encourages applicants to incorporate the principles of universal design when developing housing, community facilities, and electronic communication mechanisms, or when communicating with community residents at public meetings or events. Universal design is the design of products and environments to be usable by all people, to the greatest extent possible, without the need for adaptation or specialized design. The intent of universal design is to simplify life for everyone by making products, communications, and the built environment more usable by as many people as possible at little or no extra cost to the user. A universal design benefits people of all ages and abilities. Examples include designing wider doorways, installing levers instead of doorknobs, and putting bathtub/shower grab bars in all units. Computers and telephones can also be set up in ways that enable as many residents as possible to use them. There are also designs available for accessible children’s playgrounds that can be utilized. HUD believes that to address affordable housing needs effectively, it is necessary to provide affordable housing that is accessible to all regardless of ability or age. Likewise, creating places where people work, train, and interact that are usable and open to all residents increases opportunities for economic and personal self-sufficiency.

2.4.1.7 Responder must be familiar with MFA 2020 Mandatory Design Standards for Multifamily Housing and ensure plan adheres to these standards.

2.5.3 Financing.

2.5.3.1 Produce an Overall Financing Plan for Housing. Produce an attainable financing plan for the development of new multifamily housing on these sites. The financing plan will be developed in conjunction with the planning team, market analysis, and availability of public sector funding. The Plan shall reflect the realities of the financing plan and market analysis, while the financing plan will reflect the goals agreed upon in the Master Development Agreement. The financing plan must demonstrate a sensitivity and approach in using Agency funds in the most efficient manner, maximizing leveraging of the HUD funds to the greatest extent possible.

2.5.3.2 Financing Application(s). In accordance with the ensuing Master Developer Agreement, the Co-Developer Partner will be required to pursue diligently and use best efforts to obtain all financing necessary to implement development of these sites in a timely fashion, which may include, but not be limited to, CDBG funding, tax credits, tax-exempt bonds, state and local funds and private debt. Time is of the essence for replacement public housing units so careful attention should be paid to upcoming funding opportunities and meeting those deadlines.

2.5.3.3 Maximize the Leveraging of Public and Private Resources. In accordance with the ensuing contract, maximize the leveraging of public and private resources by pursuing all reasonable sources of financing and utilizing a variety of partners and partnerships. Take full responsibility for securing all financing sources in a timely fashion. Coordinate discussion and negotiations with financial institutions and private partners. All financing terms are subject to review and approval by the Agency.

2.5.3.4 Obtain Equity Investment. Obtaining equity financing

commitments on the best terms available and with equity investors that are responsive to the Agency’s needs and interests.

2.5.3.5 Guarantees. Provide all guarantees required for the successful financing of the Development, including completion guarantees, operating deficit guarantees, and tax credit adjuster or recapture guarantees and guarantees of performance under the ensuing contract.

The Agency will require that the Developer demonstrate financial ability to honor the guarantees and indicate how they intend to honor the guarantees if necessary.

2.5.3.6 Operating Feasibility. Structure such reserves and other devises as will reasonably guarantee the long-term operating feasibility of the Development, utilizing no more subsidy than committed by the Agency.

2.5.4 Oversee and implement redevelopment efforts, including remediation, demolition and construction. Provide the necessary staffing, expertise, supervision, and guarantees to implement all aspects of the redevelopment fully and expeditiously as required by the ensuing contract.

2.5.4.1 Hire and manage consultants and contractors necessary to implement the approved plan. At a minimum, the Developer's team will need to include consultants appropriate to cover the architectural, environmental review, material testing, market analysis, geo-technical studies, civil, mechanical, and electrical engineering, construction, property management, mixed finance legal counsel, and any other activities deemed necessary by the Developer and the Agency. Proposers are strongly encouraged to demonstrate participation on their team of local expertise in areas of relevance to the development process, including Florida Housing Finance Corp. LIHTC financing, and mixed-finance development. Experience in comparable mixed finance developments is required.

2.5.4.2 Developer shall be responsible for financing any and all relocation plans for those residents that may be impacted by the redevelopment, along with comparable supportive services.

2.5.4.3 Develop a construction strategy and a development

implementation schedule and maintain a detailed schedule, predicated on financing deadlines that include predevelopment activities, construction start, project stabilization and permanent loan close, including a Critical Path Schedule for all phases of construction, lease-up and stabilization.

2.5.5 Adhere to all Section 3 and Davis Bacon requirements.

2.6 Developer’s Anticipated Qualifications/Experience/Expertise. The Selected Firm shall possess, or within its team provide, the following qualifications and experience (and the following detailed tasks shall also be the responsibility of the Co-Developer Partner):

2.6.1 Financing. Leveraging the use of various financing vehicles, including tax exempt bonds, low-income housing tax credits, Choice Neighborhoods Implementation Grant Funding, Capital Funds, conventional mortgage financing, limited partnerships, SAIL funds, HOME funds, SHIP funds, CDBG including disaster recovery funds, County trust funds, and public/private collaborations.

2.6.2 Florida Housing Finance Corp. Pursuant to FHFC and any future Qualified Allocation Plan, Developer must have demonstrated experience to receive the maximum points under Developer Experience receive the maximum points allowed for developers in the scoring criteria. Firms who do not have this experience must clearly demonstrate how they intend to overcome this requirement to submit a competitive low-income housing tax credit application on behalf of the Agency.

2.6.3 Community Revitalization. Redevelopment or revitalization of neighborhoods including housing, people and neighborhoods.

2.6.4 Housing. Experience of general contractor in developing housing in mixed income communities; experience of architect, property manager, and attorney in developing residential housing. Experience with public housing mixed finance development, Choice Neighborhoods, RAD development and working with PHAs including project-based vouchers or other comparable development experience.

2.6.5 Expertise in regulatory compliance issues. Expertise with Federal, State and Local government authorities which regulate the permits and utilities necessary for the revitalization plan.

2.6.6 Section 3. Demonstrated history of, or commitment to, hiring, training, contracting, and providing other economic opportunities to low-income individuals, especially to individuals who receive housing assistance in furtherance of Section 3 requirements (ensuring that employment and other economic opportunities generated by Federal financial assistance for housing are directed toward low- and very low-income persons).

2.6.7 Minority and/or Women Owned Business Enterprises. Demonstrated history of, or commitment to, contracting with minority and/or women’s business enterprises (“MWBEs”) are used to the greatest extent feasible in compliance with Presidential Executive Orders 11625, 12138, and 12432, and as promulgated in 2 CFR §200.317 - §200.326.

2.6.8 Expertise in Commercial and Mixed-use Development. The Co-Developer Partner must possess or have team members with experience in commercial and mixed-use development as well as affordable housing. Agency expects that at least some commercial and/or mixed-use development may be included with the redevelopment.

2.6.9 Obtaining Environmental Clearances. In collaboration with the Agency, procure the necessary consultants and prepare the necessary documents to obtain environmental clearances from all interested agencies.

2.6.10 Plans and Specifications. The Co-Developer Partner will be responsible for the preparation of the infrastructure and building plans and specifications in accordance with industry standards for market-rate housing. Plans and specifications will be subject to Agency review. PLEASE NOTE: The plans and specifications actually may be physically prepared by a third-party architect selected by the Developer (with input and/or comment from the Agency).

2.6.11 Relocation. Should relocation be a requirement of this project the Co-Developer Partner will be responsible and will be required to prepare a schedule that ensures adequate time for relocation of occupied units. The developer will be expected to include relocation finance in the development budget should it become required.

2.6.12 Prepare for Agency review and approval, all required HUD documents necessary for a financial closing.

2.7 Role of the Agency. The Agency will play the following roles in the planning and implementation of the Redevelopment Plan.

2.7.1 HUD Contact. The Agency will manage and take responsibility for ALL communication with HUD, and the submission of program documents and evidentiaries and obtain all HUD approvals including but not limited to demolition/disposition approval and mixed-finance approval. However, to the extent any such documents or evidentiaries are within the particular knowledge or responsibility of the Co-Developer Partner, the Agency will expect the Co- Developer Partner to prepare or assist in preparing such documents and evidentiaries as the Agency may direct.

2.7.2 Provider of Housing Assistance Payments. The sites are currently vacant. It is anticipated that a portion of the units will be developed as public housing under the current faircloth limit of 977 with the newly developed public housing units being converted through RAD following completion. The Agency will provide operating subsidy via Project-Based Vouchers or RAD for all replacement units.

The Agency will not provide to the Co-Developer Partner any amount larger than Agency receives from HUD, less an amount it will retain for its monitoring and asset management functions. The provision of the housing assistance subsidies will be contained in a Housing Assistance Payments (HAP) Contract, the terms of which will be negotiated between the Agency and the selected Co-Developer Partner and approved by HUD

2.7.3 Landowner. It is the Agency’s intent to enter into long-term ground leases with the Owner Entities of the new mixed-income communities. The Co-Developer Partner shall develop the units in a manner which will qualify them for a Payment in Lieu of Taxes ("PILOT") and any related Cooperation Agreements with the City of Daytona Beach as authorized by law if Agency determines it will be in the best interest of the development. The Agency expects a ground lease payment to be negotiated with the selected developer.

2.8 Full Disclosure. The Agency requires full disclosure of who is involved in a proposed tax credit development. Following are the rules of disclosures for this category:

2.8.1 Agency requires complete disclosure of all entities and individuals in the Project team organizational structures.

2.8.2 Agency may require complete disclosure of all real estate and commercial loans for the project team through the submission of a complete and accurate real estate properties disclosure.

2.8.3 Any relationship between individuals or entities of the Project team that could constitute a conflict of interest or identity of interest between the parties must be disclosed.

2.8.4 Complete organizational charts must be submitted for the Owner and Developer entity that clearly show all principals down to individuals involved in the ownership and development of the project. Please note that no change to the project owner/developer structure can be made without the express consent of Agency.

2.8.5 All Development fee sharing arrangements must be disclosed. Agency considers all individuals or entities that receive a portion of the Development fee to be part of the Development structure.

2.8.6 All Guarantor agreements must be disclosed. Agency may determine that a Guarantor is actually a real party in interest to either the General Partner and/or Developer entities.

2.8.7 All consulting agreements— direct or indirect, paid, or unpaid— shall be disclosed. Agency will review the amount of consulting fee to determine if a consultant is a real party in interest to either the General Partner and/or Developer entities.

2.8.8 Any Project team member that has withdrawn or been involuntarily removed from a HOME or Tax Credit project in the last thirty-six months must disclose this information to Agency as part of its eligibility submission.

2.8.9 All pending litigation.

2.8.10 Significant non-performance in a government program must be disclosed.

2.8.11 Any Project team member that has an adverse credit history including but not limited to a default in the payment of any commercial or personal loan must disclose that information.

2.8.12 Principal shall generally be defined as an individual who has at least a direct ownership interest in the general partner or developer entity and who materially participates in the ownership, development and operation of the project through regular, continuous and substantial involvement. For purposes of a non-profit entity, Agency will consider the executive director as a principal.

2.9 Previous/Current Contractor(s). The Agency has not recently retained a contractor for these services.

3 PROPOSAL FORMAT.

3.1 Tabbed Proposal Submittal. The Agency intends to retain the Co-Developer Partner pursuant to a “Best Value” basis, not a “Low Bid” basis (“Best Value,” in that the Agency will, as detailed within the following Section 4.0, consider factors other than just cost in making the award decision). Therefore, so that the Agency can properly evaluate the offers received, all proposals submitted in response to this RFQ must be formatted in accordance with the sequence noted within the table below. Each category must be separated by numbered index dividers (which number extends so that each tab can be located without opening the proposal) and labeled with the corresponding tab reference also noted below. None of the proposed services may conflict with any requirement the Agency has published herein or has issued by addendum.

[Table No. 4]

(1)

RFQ

Section

(2) Tab No.

(3)

Description

3.1.1 1 Form of Proposal. This Form is attached hereto as Attachment A to this RFQ document. This 2-page Form must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal.

3.1.2 2 form HUD-5369-A (11/92), Representations, Certifications, and Other Statements of Bidders. This Form is attached hereto as Attachment B to this RFQ document. This 3-page Form must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal.

3.1.3 3 Profile of Firm Form. The Profile of Firm Form is attached hereto as Attachment C to this RFQ document. This 2-page Form must be fully completed, executed, and submitted under this tab as a part of the proposal submittal. Provide for all Joint Venture members, if proposed.

3.1.4 4 Proposed Services. The proposer shall place under this tab documentation further explaining the proposer’s approach to the implementation of a housing plan including a potential approach to financing and showing how the proposer intends to fulfill the requirements of the preceding Section 2.0 herein. Identify which Joint Venture member will lead specific tasks, if proposed.

3.1.4.1 As detailed within Section 4.1, Evaluation Factor No. 1, herein, Demonstrated Evidence of ABILITY to PERFORM THE WORK, including, but not limited to:

(a) Qualifications, experience, and expertise of each team member assigned to the project (principals and primary staff); and

(b) Current project load and capacity of team to effectively manage this project.

3.1.4.2 As detailed within Section 4.1, Evaluation Factor No. 2, herein, Demonstrated Evidence of PAST SUCCESSFUL EXPERIENCE with mixed-income development and construction of projects of similar scope and size, including, but not limited to:

(a) Past or current affordable housing projects for a variety of income levels utilizing a variety of housing programs, grant sources (HUD, Choice Neighborhoods, etc.), funding sources such as RAD, LIHTC, HTC, and HUD programs such as Section 18 demolition/disposition;

(b) Experience in developing land and mixed-income housing units that utilized innovative and creative approaches;

(c) Experience in re-positioning public housing;

(d) Past performance in quality of work, cost control, and compliance with performance schedules and regulatory requirements; and

(e) Experience and Knowledge of the local housing market, regulations and codes, familiarity with federal and local affordable housing programs and the local agencies that administer these programs, including Florida Housing’s Low Income Housing Tax Credits, Tax Exempt Bonds, and related state and city agencies

3.1.4.3 As detailed within Section 4.1, Evaluation Factor No. 3, herein, Degree to which the proposer illustrates the OVERALL VISION for the project, including, but not limited to:

(a) Evidence the proposer understands the project and the Agency’s goals, whether from experience with similar projects or from preparatory research;

(b) The proposer’s proposed project approach addresses the project issues and indicates a good understanding of the Agency’s objectives, the local funding challenges, and resident protections;

(c) Business terms proposed by the Developer.

(d) Proven ability to work with stakeholders whose interests and redevelopment objective may differ.

(e) Evidence that the proposed team has experience in providing for meaningful resident and community participation throughout the planning and implementation of the development program, including the team’s experience with issues and obstacles related to meaningful resident and community participation.

3.1.4.4 As detailed within Section 4.1, Evaluation Factor No. 4, herein, he proposer team’s Documented ABILITY to OBTAIN FINANCIAL COMMITMENTS from:

(a) Federal, state, and local agencies, private investors, and banks including competitive LIHTC in Florida; and

(b) A proven track record of creative and viable financial plans that do not rely principally on the Agency’s funds.

(c) Proven ability to maximize private sector participation in the financing of complex residential projects.

(d) The advantage of the Business Terms proposed.

3.1.4.5 Detail the approach to the division of work listed above and within the preceding Section 2.0 herein and the team members responsible for the same. Please provide an organizational chart.

3.1.4.6 Demonstrated history of, or commitment to, hiring, training, contracting, and providing other economic opportunities to low-income individuals, especially to individuals who receive housing assistance in furtherance of Section 3 requirements.

3.1.4.7 How will property management staff be retained, screened, trained, and monitored.

3.1.4.8 The proposed quality assurance program.

3.1.5 5 Managerial Capacity/Financial Viability/Staffing Plan. The proposer entity must submit under this tab a concise description of its managerial and financial capacity to deliver the proposed services, including brief professional resumes for the persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form. Such information shall include the proposer’s qualifications to provide the services; a description of the background and current organization of the firm (including a current organizational chart).

Please provide two years of financial statements.

3.1.6 6 Client Information. The proposer shall submit a listing of former or current clients, including Public Housing Authorities, for whom the proposer has performed similar or like services to those being proposed herein. The listing shall, at a minimum, include:

3.1.6.1 The client’s name;

3.1.6.2 The client’s contact name;

3.1.6.3 The client’s telephone number and e-mail address;

3.1.6.4 A brief narrative description and scope of the service(s) and the dates the services were/are provided.

3.1.7 7 Equal Employment Opportunity/Supplier Diversity. The proposer must submit under this tab a copy of its Equal Opportunity Employment Policy and a complete description of the positive steps it will take to ensure compliance, to the greatest extent feasible, with the regulations detailed within the following Section 3.5 herein pertaining to supplier diversity (i.e., small, minority-, and women-owned businesses).

3.1.8 8 Subcontractor/Joint Venture Information (Optional Item). The proposer shall identify hereunder whether or not he/she intends to use any subcontractors for this job, if awarded, and/or if the proposal is a joint venture with another firm. Please remember that all information required from the proposer under the proceeding tabs must also be included for any major subcontractors (10% or more) or from any joint venture.

3.1.9 9 Other Information (Optional Item). The proposer may include hereunder any other general information that the proposer believes is appropriate to assist the Agency in its evaluation.

3.1.11 10 Proposed Percentages and Incentives. Each proposer shall submit, unfolded within a separate sealed envelope, the following: As the Agency is vested in the development activities as a co-developer, the Agency is therefore keenly interested in a financial structure that provides a stream of income for the development activities.

Accordingly, the developer shall include the proposed financial aspects that address: (1) How predevelopment costs will be handled; (2) How developer fees will be shared (including responsibility of deferred fees); and (3) Any other financial incentives to the Agency. NOTE: As detailed within the 1st sentence of this Section, this information will not actually be submitted under a “Tab No. 10.” Failure on the part of a proposer to not submit this information as instructed shall allow the Agency to not consider such proposer to be responsive (such decision shall be at the Agency’s discretion).

3.1.12 No Information Placed under a Tab. If no information is to be placed under any of the above noted tabs (especially the "Optional" tabs), please place there under a statement such as "NO INFORMATION IS BEING PLACED UNDER THIS TAB" or "THIS TAB LEFT INTENTIONALLY BLANK." DO NOT eliminate any of the tabs.

3.1.13 Proposal Submittal Binding Method. It is preferable and recommended that the proposer bind the proposal submittals in such a manner that the Agency can, if needed, remove the binding (i.e., “spiral-type” etc.) or remove the pages from the cover (i.e. 3-ring binder; etc.) to make copies, then conveniently return the proposal submittal to its original condition.

3.2 No Fees Proposed. No fees shall be discussed or proposed, either verbally or in writing, during the RFQ competitive solicitation process. The Agency will, as detailed within the following Sections 4.0 and 5.0 herein, negotiate such fees with the top-rated proposer.

As may be detailed herein, if the Agency makes award to one firm only, in such case the Agency does not guarantee any minimum or maximum amount of work as a result of any award ensuing from this RFQ, but will reserve the right to award any amount of work on an as-needed basis.

3.2.1 No Deposit/No Retainer. The Agency will NOT pay any deposits or retainer fees as a result of award of the ensuing contract. This means that the Agency will pay the successful proposer(s) for actual work performed only.

3.3 Proposal Submission. All “hard-copy” proposals must be submitted and time-stamped received in the designated Agency office by no later than the submittal deadline stated herein (or within any ensuing addendum). One digital copy shall be submitted. A total of 1 original signature copy (marked “ORIGINAL”) and 5 exact copies (each of the 5 separate proposal submittals shall have a cover and extending tabs) of the “hard copy” proposal submittal, shall be placed unfolded in a sealed package and addressed to:

Housing Daytona Beach

Attention: Procurement Officer 211 N. Ridgewood Ave., Daytona Beach FL 32114

Procurement@dbhafl.org

3.3.1 Labeling Proposal Package. The package exterior must clearly denote the above noted RFQ number and must have the proposer’s name and return address. Proposals received after the published deadline will not be accepted.

3.3.2 Submission Conditions. DO NOT FOLD OR MAKE ANY ADDITIONAL MARKS, NOTATIONS, OR REQUIREMENTS ON THE DOCUMENTS TO BE SUBMITTED!

Proposers are not allowed to change any requirements or forms contained herein, either by making or entering onto these documents or the documents submitted any revisions or additions; and if any such additional marks, notations or requirements are entered on any of the documents that are submitted to the Agency by the proposer, such may invalidate that proposal.

If, after accepting such a proposal, the Agency decides that any such entry has not changed the intent of the proposal that the Agency intended to receive, the Agency may accept the proposal and the proposal shall be considered by the Agency as if those additional marks, notations, or requirements were not entered on such. By accessing the eProcurement Marketplace, registering, and downloading these documents, each prospective proposer that does so is thereby agreeing to confirm all notices that the Agency delivers to him/her as instructed, and by submitting a proposal, the proposer is thereby agreeing to abide by all terms and conditions published herein and by addendum pertaining to this RFQ.

3.3.3 Submission Responsibilities. It shall be the responsibility of each proposer to be aware of and to abide by all dates, times, conditions, requirements, and specifications set forth within all applicable documents issued by the Agency, including the RFQ document, the documents listed within the following Section 3.7 herein, and any addenda and required attachments submitted by the proposer. By virtue of completing, signing, and submitting the completed documents, the proposer is stating his/her agreement to comply with all conditions and requirements set forth within those documents. Written notice from the proposer not authorized in writing by the ED to exclude any of the Agency requirements contained within the documents may cause that proposer to not be considered for award.

3.4 Proposer’s Responsibilities — Contact with the Agency. It is the responsibility of the proposer to address all communication and correspondence pertaining to this RFQ process to the HDB Procurement Officer only. Proposers must not make inquiry or communicate with any other Agency staff member or official (including members of the Board of Commissioners) pertaining to this RFQ. Failure to abide by this requirement may be cause for the Agency to not consider a proposal submittal received from any proposer who may not have abided by this directive.

3.4.1 Addenda. All questions and requests for information must be addressed in writing to the Procurement Officer who will respond to all such inquiries in writing by addendum to all prospective proposers (i.e., firms or individuals that have obtained the RFQ Documents). During the RFQ solicitation process, the HBD staff will NOT conduct any ex parte (a substantive conversation— “substantive” meaning, when decisions pertaining to the RFQ are made— between the Agency and a prospective proposer when other prospective proposers are not present) conversations that may give one prospective proposer an advantage over other prospective proposers.

3.5 Proposer’s Responsibilities — Equal Employment Opportunity and Supplier Diversity.

Pursuant to HUD regulation 2 CFR §200.321, both the proposer and agency must take affirmative steps to assure that minority businesses, women’s business enterprises and labor surplus area firms are used when possible.

3.5.1 Within HUD Procurement Handbook 7460.8 REV 3 it states:

3.5.1.1 Section 16.5.A, Required Efforts. Consistent with Presidential Orders 11625, 12138, and 12432, the [Agency] shall make every feasible effort to ensure that small businesses, MBEs, WBEs, and labor surplus area businesses participate in [Agency] contracting.

3.5.1.2 Section 16.5.B, Goals. [The Agency] is encouraged to establish goals by which they can measure the effectiveness of their efforts in implementing programs in support of contracting with disadvantaged firms. It is important to ensure that the means used to establish these goals do not have the effect of limiting competition and should not be used as mandatory set-aside or quota, except as may otherwise be expressly authorized in regulation or statute. Some localities have adopted minority contracting set-aside policies or geographic limitations, which may be in conflict with Federal requirements for full and open competition.

3.5.2 Within our Agency Procurement Policy it states that our Agency will:

3.5.2.1 Assistance to Small and Other Business, Required Efforts:

3.5.2.1.1 Including such firms, when qualified, on

solicitation mailing lists;

3.5.2.1.2 Encouraging their participation through direct

solicitation of proposals or proposals whenever they are potential sources;

3.5.2.1.3 Dividing total requirements, when economically

feasible, into smaller tasks or quantities to permit maximum participation by such firms;

3.5.2.1.4 Establishing delivery schedules, where the

requirement permits, which encourage participation by such firms;

3.5.2.1.5 Using the services and assistance of the Small

Business Administration, and the Minority Business Development Agency of the Department of Commerce;

3.5.2.1.6 Requiring prime contractors, when subcontracting

is anticipated, to take the positive steps listed above.

3.5.3 Requirements. Accordingly, please see Section 3.1.7 within Table No. 4 herein which details the information pertaining to this issue that the proposer must submit in response to this proposal showing compliance, to the greatest extent feasible, with these regulations.

3.6 Pre-proposal Conference. A non-mandatory Pre-Proposal Conference will be held at the date and time listed in Table 2 . Please contact the Procurement Officer if you wish to participate. The Meeting will be held virtually. Proposers shall submit all questions prior to the meeting.

3.7 Recap of Attachments. It is the responsibility of each proposer to verify that he/she has downloaded the following attachments pertaining to this RFQ, which are hereby by reference included as a part of this RFQ:

[Table No. 5]

(1)

RFQ

Section

(2) Document

No.

(3)

Attachment

(4)

Attachment Description

3.7.1 1.0 This RFQ Document

3.7.2 2.0 A Form of Proposal.

3.7.3 3.0 B form HUD-5369-A (11/92), Representations, Certifications, and Other Statements of Bidders.

3.7.4 4.0 C Profile of Firm Form

3.7.5 5.0 D Section 3 Requirements

3.7.6 6.0 E form HUD-5369 (10/2002, Instructions to Bidders)

3.7.7 7.0 F Supplemental Instructions to Proposers & Contractors (SIPC)

3.7.8 8 G form HUD-5370 (01/2014), General Conditions for Construction Contracts

3.7.9 9.0 H Florida E-Verify Affidavit

4.0 PROPOSAL EVALUATION.

4.1 Evaluation Factors. The following factors will be utilized by the Agency to evaluate each proposal submittal received; award of points for each listed factor will be based upon the documentation that the proposer submits within his/her proposal submittal:

[Table No. 6]

(1)

No.

(2) Max Point

Value

(3) Factor Type

(4)

Factor Description

1 20 points Subjective

(Technical)

Demonstrated Evidence of ABILITY to PERFORM THE WORK, including, but not limited to:

(a) Qualifications, experience, and expertise of each team member assigned to the project (principals and primary staff); and

(b) Current project load and capacity of team to effectively manage this project.

2 30 points Subjective

(Technical)

Demonstrated Evidence of PAST SUCCESSFUL EXPERIENCE (not less than 5 years) with mixed-income development and construction of projects of similar scope and size, including, but not limited to:

(a) Past or current affordable housing projects for a variety of income levels utilizing a variety of housing programs, grant sources (HUD, Choice Neighborhoods, etc.), funding sources such as RAD, LIHTC, HTC, and HUD programs such as Section 18 demolition/disposition;

(b) Experience in developing land and mixed-income housing units that utilized innovative and creative approaches;

(c) Experience in re-positioning public housing;

(d) Past performance in quality of work, cost control, and compliance with performance schedules and regulatory requirements; and

(e) Experience and Knowledge of the local housing market, regulations and codes, familiarity with federal and local affordable housing programs and the local agencies that administer these programs, including Florida Housing’s Low Income Housing Tax Credits, Tax Exempt Bonds, and related state and city agencies

(g) If developer proposes a Joint Venture (JV), this information must be provided for each member of the JV.

3 20 points Subjective

(Technical)

Degree to which the proposer illustrates the OVERALL VISION for the project, including, but not limited to:

(a) Evidence the proposer understands the project and the Agency’s goals, whether from experience with similar projects or from preparatory research;

(b) The proposer’s proposed project approach addresses the project issues and indicates a good understanding of the Agency’s objectives, the local funding challenges, and resident protections;

(c) Business terms proposed by the Developer.

(d) Proven ability to work with stakeholders whose interests and redevelopment objective may differ.

(e) Evidence that the proposed team has experience in providing for meaningful resident and community participation throughout the planning and implementation of the development…