3-A. RFP Eagle and Parrot Village FINAL.pdf

260302-RFP-PO-PV EV DEBT AHA-AAHC ISSUED: MARCH 2 2026

REQUEST FOR PROPOSALS (RFP) FOR

MORTGAGE REFINANCE (DEBT) OF

EAGLE VILLAGE AND PARROT VILLAGE

Issued: March 2, 2026

The Housing Authority of the City of Alameda Alameda Affordable Housing Corporation

701 Atlantic Avenue Alameda, CA 94501

Docusign Envelope ID: 117C7D2E-7C07-412B-87C0-E3581127A52D

Contents

1.0 AHA’S RESERVATION OF RIGHTS

1.1. Right to Reject, Waive or Terminate the RFP

1.2. Right Not to Award

1.3. Right to Terminate

1.4. Right to Determine Time and Location

1.5. Right to Determine Financial Responsibility and Viability

1.6. Right to Retain Written Proposals

1.7. Right to Negotiate Fees and Terms

1.8. No Obligation to Compensate

1.9. Right to Amend Prior to Award

1.10. Right to Reject Any Proposal

1.11. Right to Prohibit Further Participation

1.12. Public Disclosure of Proposal Documents

1.13. Right to Conduct Procurement on Behalf of AAHC

2.0 GENERAL/ TECHNICAL SPECIFICATIONS

2.1. Proposed Term

2.2. Number of Proposers to be Selected

2.3. Funding

2.5. Form of Contract

2.6. Submittal Deadline

2.7. Proposal Review

2.8. Award

3.0 SCOPE OF SERVICES

4.0 PROPOSAL FORMAT

4.1. Proposal Submittal

Part 1 - Proposal Submittal Checklist:

Part 2 – Form of Proposal:

Part 3 – Profile of Proposer:

Part 4 – Cover Letter:

Part 5 – Qualifications and Experience:

Part 6 – Proposed Approach:

Part 7 – Customer Service:

Part 8 – Cost Analysis and Budget for Primary Services:

Part 9 – References:

Part 10 – Other Company Information (Optional):

Provide standard loan documents for use with this proposal.. The Proposer may include hereunder any other general information that it believes is appropriate to assist the AHA in its evaluation. Additional general information is limited to 5 pages

Part 11 – Conflict of Interest Information Proposer must include confirmation of submission of online form. Form can be found at: https://form.alamedahsg.org/Forms/A4Gpo

4.2. Organization of Submitted Materials

4.3. Submission Conditions. 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 document that are submitted to the AHA by the Proposer, such may invalidate that proposal. If, after accepting such a proposal, the AHA decides that any such entry has not changed the intent of the proposal that the AHA intended to receive, the AHA may accept the proposal and the proposal shall be considered by the AHA as if those additional marks, notations or requirements were not entered on such. By accessing the noted System, registering and downloading these documents, each prospective Proposer that does so is thereby agreeing to confirm all notices that the AHA delivers to them 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 RFP.

4.4. Submission Responsibilities

4.5. Supportive Documents

4.6. Proprietary Information

4.7. Eligible to Conduct Business in California

4.8. Proposer's Responsibilities--Contact with the AHA: It is the responsibility of the Proposer to address all communication and correspondence pertaining to this RFP process to via Bonfire only. Proposers must not make inquiry or communicate with any AHA staff member or official (including members of the Board of Commissioners) pertaining to this RFP. Failure to abide by this requirement may be cause for the AHA to not consider a proposal submittal received from any Proposer who may has not abided by this directive

4.9. Addenda: All questions and requests for information must be addressed via Bonfire. The RM will respond to all such inquiries in writing by addendum to all prospective Proposers (i.e. proposers or individuals that have obtained the RFP Documents). During the RFP solicitation process, AHA staff will NOT conduct any ex parte (a substantive conversation, “substantive” meaning, when decisions pertaining to the RFP are made, between the AHA and a prospective Proposer when other prospective Proposers are not present) conversations that may give one prospective Proposer an advantage over other prospective Proposers

4.10. Recap of Attachments and Exhibits

5.0 PROPOSAL EVALUATION

5.1. Evaluation Factors

5.2. Evaluation Method

6.0 APPEALS

SUBJECT LINE: APPEAL OF 260302-RFP-PO-PV EV DEBT

7.0 CONTRACT AWARD

7.1. Contract Award Procedure

7.2. Contract Conditions

7.3. Right to Negotiate Final Fees

7.5. Attachments

PART I. CONFLICT OF INTEREST

1. In accordance with HUD regulations (24 CFR §§ 570.611,982.161), neither the AHA nor any of its contractors or subcontractors or their employees, agents, consultants, officers, or elected or appointed officials ("Bidder’s/Proposer/Vendor") may enter into any contract or arrangement in connection with the Section 8/Housing Choice Voucher program or Community Development Block Grants (CDBG) in which any of the following classes of persons has any financial interest or benefit, direct or indirect, actual or apparent, during tenure or for one year thereafter:43

2. No member of or delegate to the Congress of the United States of America or Resident Commissioner shall be admitted to any share or part of this contract or to any benefit to arise therefrom, but this provision shall not be construed to extend to this contract if made with a corporation for its general benefit

3. "Immediate family member" includes spouses, parents, siblings, and children

4. "Financial interest or benefit" includes, but is not limited to, salaries, consultant fees, commissions, gifts, sales income, rental payments, investment income, other business income, program services that may have a monetary value, impacts to property owned by one of the parties listed above that is within 500 feet of a project funded by AHA

5. Any member of these classes of persons must disclose the member's interest or prospective interest to AHA and HUD

PART II. ORGANIZATIONAL CONFLICTS OF INTEREST

1. In order to ensure the best interests of the AHA in its contractual relationships and comply with state and federal conflict of interest laws, the AHA desires to avoid an organizational conflict of interest, which is defined as a situation in which the nature of work under a proposed contract and a prospective contractor’s organizational, financial, contractual or other interest are such that:

a. Award of the contract may result in an unfair competitive advantage;

b. The Bidder’s/Proposer/Vendor’s objectivity in performing the contract work may be impaired;

c. AHA official, officer, employee or their immediate family member or business associate may have a financial gain or benefit

2. Where a Bidder/Proposer/Vendor is aware of, or has reason to be aware of, an organizational conflict of interest, whether actual or apparent at the time of this submittal, the Bidder/Proposer/Vendor shall provide a statement which describes in a concise manner all relevant facts concerning any past, present, or currently planned interest, financial, contractual, organizational, or otherwise, relating to the work to be performed hereunder and bearing on whether the Bidder/Proposer/Vendor has possible organizational conflict of interests with respect to:

a. being given an unfair competitive advantage;

b. being able to render impartial, technical sound, and objective assistance or advice; and/or

c. any AHA official, officer, employee or their immediate family member or business associate may have a financial gain or benefit

3. The Bidder/Proposer/Vendor must disclose all relevant information and request the AHA to make a determination as to whether there is a conflict, either actual or apparent, with respect to the contract that may be awarded.

4. The Bidder/Proposer/Vendor shall be required to agree that if, after award, the Bidder/Proposer/Vendor discovers an organizational conflict of interest with respect to this contract, the Bidder/Proposer/Vendor shall make an immediate and full disclosure in writing to the AHA which shall include a description of the action which the Bidder/Proposer/Vendor has taken or intends to take to eliminate or neutralize the conflict. The AHA may, however, terminate the contract for the convenience of AHA if it would be in the best interest of AHA, or if required to comply with local, state and federal laws and regulations

5. In the event the Bidder/Proposer/Vendor was aware of an organizational conflict of interest before the award of this contract, or develops an organizational conflict of interest during the performance of the contract, and fails to disclose the conflict to the AHA, the AHA may terminate the contract for default

6. The Bidder/Proposer/Vendor shall require a disclosure or representation from subcontractors and consultants who may be in a position to influence the advice or assistance rendered to the AHA and shall include any necessary provisions to eliminate or neutralize conflicts of interest in consultant agreements or subcontracts involving performance or work under this contract

7. As part of its bid/proposal, the Bidder/Proposer/Vendor may also provide relevant facts that show how its organizational structure and/or management systems limit its knowledge of possible organizational conflicts of interest relating to other divisions of the organization and how that structure or system would avoid or mitigate such organizational conflict

8. No award shall be made until the disclosure or certification has been evaluated by the AHA

9. Refusal to provide the disclosure or certification and any additional information as required, or the willful nondisclosure or misrepresentation of any relevant information shall disqualify the Bidder/Proposer/Vendor.

10. If the AHA determines that a potential conflict exists, the selected Bidder/Proposer/Vendor shall not receive an award unless the conflict can be eliminated or otherwise resolved to the satisfaction of the AHA in its sole and absolute discretion

PART III. WARRANTY & REPRESENTATION OF NON-COLLUSION

1. Bidder/Proposer/Vendor warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any AHA official, officer, employee, or immediate family member or business associate of any AHA official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any contract

2. Bidder/Proposer/Vendor further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any AHA official, officer, employee, or immediate family member or business associate of any AHA official, officer, or employee as a result of consequence of obtaining or being awarded any contract

3. Bidder/Proposer/Vendor is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render the resulting contract void and of no force or effect

• The Bidder/Proposer/Vendor certifies that to the best of its knowledge and belief and except as otherwise disclosed, no member of the classes of persons listed in Part I of Part A above has an interest or prospective interest, direct or indirect, financial, contractual, organizational or otherwise, in the Bidder/Proposer/Vendor

• The Bidder/Proposer/Vendor certifies that to the best of its knowledge and belief and except as otherwise disclosed, it does not have any actual or apparent organizational conflict of interest as set forth in Part II of Part A above

• The Bidder/Proposer/Vendor acknowledges and agrees to the obligations of Bidder/Proposer/Vendor as set forth in Part II above and to the rights and remedies of the AHA as set forth in Part II of Part A above as they relate to organizational conflicts of interest

• The Bidder/Proposer/Vendor certifies that to the best of its knowledge and belief and except as otherwise disclosed, it has not paid or given, and will not pay or give, to any third party including, but not limited to, any AHA official, officer, employee, or immediate family member or business associate of any AHA official, officer, or employee any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any contract; and further has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any AHA official, officer, or employee, as a result of consequence of obtaining or being awarded any contract as set forth in Part III of Part A above

• The Bidder/Proposer/Vendor has disclosed the following (by submitting an online form at:

https://form.alamedahsg.org/Forms/A4Gpo):

(a) Any current or prior personal relationships with AHA current or former official, officer or employee or their immediate family member or business associate

(b) Any current or prior business or financial relationships with AHA current or former official, officer or employee or their immediate family member or business associate

(c) Any current or prior relationship with AHA current or former official, officer or employee or their immediate family member or business associate47

(d) If aware of, or there is reason to be aware of, an organizational conflict of interest, whether actual or apparent at the time of this submittal, describe all relevant facts concerning any past, present, or currently planned interest, financial, contractual, organizational, or otherwise, relating to the work to be performed hereunder

INTRODUCTION

The Housing Authority of the City of Alameda (“AHA”) is a public body corporate and politic that was formed in 1940 to provide housing assistance to low-income families within the City of Alameda. The AHA is headed by an Executive Director (ED) and is governed by a seven-person Board of Commissioners and is subject to the requirements of Title 24 of the Code of Federal Regulations (“CFR”), Housing Authorities Law (Part 2 of Division 24 of the California Health and Safety Code commencing with Section 34200 et seq.), other U.S. Department of Housing and Urban Development ("HUD") rules and regulations, and AHA's Procurement Policy.

The AHA has two affiliates, Alameda Affordable Housing Corporation (AAHC) and Island City Development (ICD) and several limited partnerships. Unless otherwise stated, this solicitation is for all AHA affiliated entities.

Currently, the AHA has an Annual Contributions Contract to administer 1885 tenant-based Housing Choice Vouchers, which includes 338 Project-Based Vouchers and allocations for the Family Unification Program (FUP), the Veterans Affairs Supportive Housing (VASH), the Non- Elderly Disabled (NED), and Family Self-Sufficiency (FSS) programs.

The AHA is also tasked with housing at least 14 Shelter-Plus Care Vouchers and 30 Moderate Rehabilitation households and runs a VASH housing program. The AHA does not operate any Public Housing units. The AHA or one of its affiliates currently owns units 799 units all of which are managed by a 3rd-party management company. The AHA currently has approximately 55 employees.

The Housing Authority of the City of Alameda (AHA) advocates for and provides quality, affordable, safe housing; encourages self-sufficiency; and builds community partnerships.

The AHA is soliciting and accepting proposals from qualified, licensed, and insured consultants or companies, demonstrating their qualifications, past performance and interest for this work.

The term "Proposer" used herein shall mean proposers, partnerships, corporations, associations, or professional organizations.

Details regarding this Request for Proposals, specifications, and submittal requirements are set forth in this RFP document and any attachments or amendments to it, which can also be accessed online at Housing Authority of the City of Alameda (bonfirehub.com). Proposals made in response to this solicitation must conform to all of the required specifications outlined within this document and any designated attachments or amendments in their entirety.

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RFP INFORMATION AT A GLANCE

AHA CONTACT PERSON

("RFP MANAGER" OR "RM"):

Sylvia Martinez, Director of Housing Development E-MAIL: smartinez@alamedahsg.org

PHONE: 510-747-4343

HOW TO OBTAIN THE RFP

DOCUMENTS:

ONLINE AT:

https://alamedahsg.bonfirehub.com/portal/?tab=openOpport unities

DEADLINES FOR SUBMITTING

QUESTIONS AND REQUEST

FOR INTERPRETATIONS (RFI)

INCLUDING ANY

MODIFICATIONS TO AHA

CONTRACT LANGUAGE OR

SCOPE OF SERVICE:

MARCH 16, 2026 AT 4:00 P.M. PACIFIC STANDARD

TIME.

OPTIONAL BIDDER’S CONFERENCE SCHEDULED FOR

MARCH 16, 2026 FROM 1:00 – 2:00 P.M. PACIFIC

STANDARD TIME

Please join using this link:

https://v.ringcentral.com/join/206054769?pw=3592d0606d3c4d 38368ae908cf6e86e6

Meeting ID: 206054769

Password: 2MFigRPbxi

One tap to join audio only from a smartphone:

+12679304000,,206054769#,,2634477294# United States (Philadelphia, PA) +15107474330,,206054769#,,2634477294# United States (Alameda, CA)

Or dial:

+12679304000 United States (Philadelphia, PA) +15107474330 United States (Alameda, CA)

Access Code / Meeting ID: 206054769

Dial-in password: 2634477294

PLEASE SUBMIT ALL QUESTIONS THROUGH THE

BONFIRE PROCUREMENT PORTAL ACCESSED AT:

https://alamedahsg.bonfirehub.com/portal/?tab=openOpport unities

Docusign Envelope ID: 117C7D2E-7C07-412B-87C0-E3581127A52D https://alamedahsg.bonfirehub.com/portal/?tab=openOpportunities https://alamedahsg.bonfirehub.com/portal/?tab=openOpportunities https://v.ringcentral.com/join/206054769?pw=3592d0606d3c4d38368ae908cf6e86e6 https://v.ringcentral.com/join/206054769?pw=3592d0606d3c4d38368ae908cf6e86e6

RESPONSES TO QUESTIONS WILL BE POSTED ON

BONFIRE WITHIN THREE (3) BUSINESS DAYS.

HOW TO FULLY RESPOND TO

THIS RFP BY SUBMITTING A

PROPOSAL:

PER INSTRUCTIONS WITHIN SECTION 4.0 OF THIS RFP

DOCUMENT, SUBMIT THE PROPOSAL THROUGH THE

BONFIRE PROCUREMENT PORTAL AS WELL AS ANY

OTHER ASSOCIATED DOCUMENTS BY THE DUE DATE

PROPOSAL SUBMITTAL

RETURN LOCATION AND

DEADLINE:

APRIL 6, 2026 AT 4:00 P.M. PACIFIC STANDARD TIME

PROPOSALS SHALL BE SUBMITTED THROUGH THE

BONFIRE PROCUREMENT PORTAL ACCESSED AT THE

FOLLOWING LINK

https://alamedahsg.bonfirehub.com/portal/?tab=openOp portunities

NOTE: AHA reserves the right to deviate from this timeline and/or modify the Scope of Service at any time.

NOTICES OF ANY SUCH DECISIONS OR

MODIFICATIONS WILL BE LOCATED ON THE BONFIRE

PROCUREMENT PORTAL ACCESSED AT:

https://alamedahsg.bonfirehub.com/portal/?tab=openOpport unities

(Continued on Next Page)

Docusign Envelope ID: 117C7D2E-7C07-412B-87C0-E3581127A52D https://alamedahsg.bonfirehub.com/portal/?tab=openOpportunities https://alamedahsg.bonfirehub.com/portal/?tab=openOpportunities

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

1.0 AHA’S RESERVATION OF RIGHTS.

1.1. Right to Reject, Waive or Terminate the RFP. The AHA reserves the right to reject any or all proposals, to waive any informality in the RFP process, or to terminate the RFP process at any time, in its sole and absolute discretion, if deemed by the AHA to be in its best interests.

1.2. Right Not to Award. The AHA reserves the right not to award a contract pursuant to this RFP.

1.3. Right to Terminate. The AHA reserves the right to terminate a contract awarded pursuant to this RFP, at any time for its convenience upon 5 business day’s written notice to the successful Proposer(s).

1.4. Right to Determine Time and Location. The AHA reserves the right to determine the days, hours and locations that the successful Proposer shall provide services called for in this RFP.

1.5. Right to Determine Financial Responsibility and Viability. The AHA reserves the right to require of each Proposer, information regarding financial responsibility and viability or such other information as the AHA determines is necessary to ascertain whether a proposal is in fact the lowest responsive and responsible proposal submitted.

1.6. Right to Retain Written Proposals. The AHA reserves the right to retain all written proposals submitted to AHA by all Proposers in response to this RFP, and not permit the withdrawal of same for a period of 60 calendar days subsequent to the deadline for receiving said proposals. The AHA may permit the withdrawal of proposals if requested in writing by the Proposer and such request is approved in writing by the RFP Manager for this RFP in his/her sole and absolute discretion.

1.7. Right to Negotiate Fees and Terms. The AHA reserves the right to negotiate the fees and terms proposed by the successful Proposer.

1.8. No Obligation to Compensate. The AHA shall have no obligation to compensate any Proposer for any costs incurred in responding to this

RFP.

1.9. Right to Amend Prior to Award. The AHA reserves the right to, prior to award, revise, change, alter or amend any of the instructions, terms, conditions, and/or specifications identified within the RFP documents issued, within any attachment or drawing, or within any addenda issued.

All addenda will be posted on Bonfire. Such changes that are issued before the bid submission deadline shall be binding upon all prospective bidders. AHA also reserves the right to amend the form of standard AHA contract any time prior to contract execution.

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

1.10. Right to Reject Any Proposal. The AHA reserves the right, in its sole discretion, to reject and not consider any proposal that does not meet the requirements of this RFP, including but not limited to untimely, or incomplete proposals or proposals offering alternate or non-requested services.

1.11. Right to Prohibit Further Participation. The AHA shall reserve the right, at any time during the RFP 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 System and downloading this document, each Proposer is thereby agreeing to abide by all terms and conditions listed within this document and within the System; provided however, in the event a Proposer disagrees with any of the terms contained in this RFP, a Proposer shall have the right to notify the RM in writing within 5 business days of the discovery of any item listed herein or of any item that is issued thereafter by the AHA and ask for clarification or revision. If the RM agrees, the clarification or revision can be addressed in an addendum. Failure to abide by this time frame shall relieve the AHA, but not the Proposer, of any responsibility pertaining to such issue.

1.12. Public Disclosure of Proposal Documents. To the extent applicable, documents submitted in connection with this RFP may be subject to disclosure pursuant to the California Public Records Act (California Government Code Section 6250 et seq.).

1.13. Right to Conduct Procurement on Behalf of AAHC. The AHA reserves the right to conduct this procurement on behalf of its wholly owned affiliate, the Alameda Affordable Housing Corporation (AAHC).

2.0 GENERAL/ TECHNICAL SPECIFICATIONS.

The Housing Authority of the City of Alameda (AHA) is seeking proposals from qualified Proposers to provide the services listed in the scope of work set forth in Exhibit “D”, attached hereto.

2.1. Proposed Term. Please see the scope of work.

2.2. Number of Proposers to be Selected. The AHA will choose one (1) or more successful Proposers to provide the services contemplated in this

RFP.

2.3. Funding. The work to be performed upon successful award of this RFP will be funded:

☐ in part with [example Community Development Block Grant (CDBG) funds, 260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

HOME Investment Partnerships Program (HOME) funds, and administration funds funded under Section 8 of the Housing Act of 1937 (42 U.S.C. 1437) ("Section 8")].

☒ without direct federal funding

Reserved.

2.5. Form of Contract.. AHA will consider, in its sole discretion, all or a portion a Proposer's loan document forms, provided such proposed forms are submitted to AHA as part of Proposer's timely proposal response. Any particular or unusual terms or conditions in the proposed loan documents should be described in a list in the Proposed Approach.

2.6. Submittal Deadline. The AHA must receive proposals by 4:00 PM

Monday, April 6, 2026. Proposals must be submitted via Bonfire Procurement Portal accessed at https://alamedahsg.bonfirehub.com/portal/?tab=openOpportunities.

Proposals submitted after the deadline indicated above and/or via an alternative delivery method will not be accepted.

2.7. Proposal Review. The Evaluation Committee, appointed by AHA's Executive Director or designee, will review, evaluate, rank, and select the proposals according to the scoring criteria outlined in the RFP, AHA's Procurement Policy, and HUD regulations.

2.8. Award. Proposals that meet the requirements outlined in this RFP will be evaluated and ranked according to the rating and selection factors described in Section 5 below. A ranking list will be prepared according to points awarded to each proposal. The proposal scoring the highest points will be conditionally awarded the contract, pending AHA Board of Commissioners approval, if required. AHA may, in its sole and absolute discretion, select none of the proposals submitted. AHA reserves the right to postpone or cancel the final award of the proposals at its convenience.

3.0 SCOPE OF SERVICES.

All Proposers are asked to describe the tasks required to successfully carry out the Scope of Services outlined in Exhibit “D”, attached hereto. However, Proposer’s may include additional services that the Proposer is capable of providing and which, in the Proposer’s opinion, would enhance the implementation of the proposed Scope of Services. Proposers must provide pricing for any additional services presented in the proposal.

4.0 PROPOSAL FORMAT.

4.1. Proposal Submittal. All proposals submitted in response to this RFP must be formatted in accordance with the numbered sequence noted

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

below. None of the proposed services may conflict with any requirement the AHA has published herein or has issued by addendum. Each proposal should include sections addressing the following information in the order shown. The Proposer should be sure to include all information that it feels will enable the Evaluation Committee to make a decision. Failure of the Proposer to provide specific, detailed information may result in its proposal being rejected in favor of a sufficiently detailed proposal. Any necessary exhibits or other information, including information not specifically requested by this RFP but that the Proposer believes would be helpful, should be attached at the end of the proposal. The party submitting the materials should keep in mind the limitations on confidential information described in Subsection 1.12.

Part 1 - Proposal Submittal Checklist:

The Form of Proposal Submittal Checklist is attached as Attachment A to this RFP and incorporated herein by this reference. This one-page form must be fully completed, executed where provided thereon and submitted under this section as a part of the proposal submittal.

Part 2 – Form of Proposal:

The Form of Proposal is attached as Attachment B to this RFP and incorporated herein by this reference. This one-page form must be fully completed, executed where provided thereon and submitted under this section as a part of the proposal submittal.

Part 3 – Profile of Proposer:

The Form of Profile of Proposer is attached as Attachment C to this RFP and incorporated herein by this reference. This 3-page form must be fully completed, executed, and submitted under this section as a part of the proposal submittal.

Part 4 – Cover Letter:

Provide a one-page cover letter on your letterhead that includes the address, telephone numbers, and e-mail address of the Proposer's contact person or persons. List the name and title of each person authorized to represent the Proposer in negotiations. Provide an acknowledgement that the proposal includes an agreement to subordinate to the AHA regulatory agreement and any conditions that may need to be disclosed regarding that regulatory agreement.

Part 5 – Qualifications and Experience:

Provide a statement of qualifications for your organization, a statement of the size of Proposer, a description of services provided by your

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

organization, and a statement of the extent of experience/history providing the services requested by this RFP. Resume/s of lead staff may be included.

Part 6 – Proposed Approach:

This section describes your proposed approach for meeting the Scope of Services required, as listed above. Relevant considerations include the quality and feasibility of your approach to meeting these needs, the manner in which you plan to provide adequate staffing (if applicable), and equipment or other resources provided by you (if applicable). Keep these considerations in mind as you respond to the following:

1. Describe how you will fulfill the needs described in this RFP.

Attach a project plan with timeline to close, if appropriate.

2. Identify how you will meet all other aspects of the Scope of Services and related requirements stated above. List any items that you cannot provide.

3. Provide list of key or unusual loan or servicing terms or conditions that are part of the proposal. Provide any requested changes to the AHA regulatory agreement if needed. Provide standard loan documents in Part 10.

Part 7 – Customer Service:

1. In the event of a problem, who is to be contacted within your organization?

2. In the event of the identification of a problem by the AHA, describe how you will address such problems and the timeframe for addressing them.

Part 8 – Cost Analysis and Budget for Primary Services:

1. Provide an itemized budget and a detailed explanation for all costs associated with providing the requested services, including but not limited to:

A. Itemize and provide a proposal of costs detailed in Attachment D the Scope of Services.

B. Include term sheets, if appropriate

C. Include required deposits, if any.

Part 9 – References:

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

List at least three (3) business references for which you have recently provided similar services. Include contact names, titles, phone numbers and e-mail addresses for all references provided.

Part 10 – Other Company Information (Optional):

Provide standard loan documents for use with this proposal.. The Proposer may include hereunder any other general information that it believes is appropriate to assist the AHA in its evaluation. Additional general information is limited to 5 pages.

Part 11 – Conflict of Interest Information

Proposer must include confirmation of submission of online form. Form can be found at: https://form.alamedahsg.org/Forms/A4Gpo.

Unless the Proposer is an individual, all proposals must be signed with a proposer/company/partnership/entity name and by a responsible officer or employee indicating that officer or employee’s authorization to commit the Proposer to the terms of the proposal. Obligations assumed by such signature must be fulfilled.

4.2. Organization of Submitted Materials. All proposals must be submitted electronically through the Bonfire Procurement Portal found at following link: https://alamedahsg.bonfirehub.com/portal/?tab=openOpportunities.

Proposals received after the published deadline will not be accepted. For technical difficulties, Proposer is responsible for contacting the RFP Manager to coordinate submission via Bonfire prior to the deadline.

4.3. Submission Conditions. 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 document that are submitted to the AHA by the Proposer, such may invalidate that proposal. If, after accepting such a proposal, the AHA decides that any such entry has not changed the intent of the proposal that the AHA intended to receive, the AHA may accept the proposal and the proposal shall be considered by the AHA as if those additional marks, notations or requirements were not entered on such. By accessing the noted System, registering and downloading these documents, each prospective Proposer that does so is thereby agreeing to confirm all notices that the AHA delivers to them 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 RFP.

4.4. 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

Docusign Envelope ID: 117C7D2E-7C07-412B-87C0-E3581127A52D https://form.alamedahsg.org/Forms/A4Gpo

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

issued by the AHA, including but not limited to this RFP. By virtue of completing, signing, and submitting the completed documents, the Proposer is stating their agreement to comply with all conditions and requirements set forth within the aforementioned documents.

4.5. Supportive Documents. By signing the Proposal Submittal Checklist form attached hereto as Attachment A, the Proposer is affirming that they agree to provide any documentation requested by the AHA upon notification of award under this RFP to ensure compliance with applicable requirements. Proposers may be asked to submit additional information to help facilitate the proposal review. If the AHA finds that a proposal is non-responsive or non-compliant with this RFP, written selection criteria and/or procedures, or applicable regulations, it will be rejected and returned to the Proposer with notification stating the reason for rejection.

The AHA reserves the right to reject proposals at any time for misinformation, errors, or omissions of any kind, no matter how far they have been processed, in its sole and absolute discretion.

4.6. Proprietary Information. To the extent not prohibited by applicable law, if a Proposer does not desire certain proprietary information in their proposal disclosed, the Proposer is required to identify all proprietary information in the proposal, which identification shall be submitted concurrently with the proposal. If the Proposer fails to identify its proprietary information, it agrees by submission of its proposal that those sections shall be deemed non-proprietary and may be made available upon public request after a contract award. Notwithstanding anything to the contrary contained herein, any proposals and documents received in connection with this RFP may be subject to disclosure pursuant to the California Public Records Act (Government Code Section 6250 et seq.)

4.7. Eligible to Conduct Business in California.: All proposers shall be eligible to conduct business in the State of California and City of Alameda.

4.8. Proposer's Responsibilities--Contact with the AHA: It is the responsibility of the Proposer to address all communication and correspondence pertaining to this RFP process to via Bonfire only.

Proposers must not make inquiry or communicate with any AHA staff member or official (including members of the Board of Commissioners) pertaining to this RFP. Failure to abide by this requirement may be cause for the AHA to not consider a proposal submittal received from any Proposer who may has not abided by this directive.

4.9. Addenda: All questions and requests for information must be addressed via Bonfire. The RM will respond to all such inquiries in writing by addendum to all prospective Proposers (i.e. proposers or individuals that have obtained the RFP Documents). During the RFP solicitation process, AHA staff will NOT conduct any ex parte (a substantive conversation, 260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

“substantive” meaning, when decisions pertaining to the RFP are made, between the AHA and a prospective Proposer when other prospective Proposers are not present) conversations that may give one prospective Proposer an advantage over other prospective Proposers.

4.10. Recap of Attachments and Exhibits. It is the responsibility of each Proposer to verify that they have downloaded the following attachments and exhibits pertaining to this RFP, each of which are hereby incorporated herein by this reference:

Attachment /Exhibit

Description

A Proposal Submittal Checklist

B Form of Proposal

C Form of Profile of Proposer

D Scope of Services

E Intentionally omitted. Proposers must provide draft loan documents.

F Travel Accommodations Expense Requirements- Consultants

G Additional Federal Requirements – Not Applicable

H Intentionally Omitted

I Conflict of Interest Information

5.0 PROPOSAL EVALUATION.

5.1. Evaluation Factors. The following factors will be utilized by the AHA to evaluate each proposal received; award of points for each listed factor will be based upon the documentation that the Proposer submits within their proposal:

A. Qualifications and Experience:

Maximum Points: 30

As indicated under Part 5, the Proposer’s qualifications and prior experience, including capability and experience of its key personnel, 260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026 including their resumes and history of successfully performing similar services for public or private agencies.

B. Proposed Approach:

Maximum Points: 20

As indicated under Part 6, the Proposer’s proposed approach to conducting the Scope of Work as noted in Attachment D, including clarity of understanding of the scope of services to be provided and appropriateness of the proposed solution/services, as well as the ability to meet any required timelines or other requirements.

C. Customer Service:

Maximum Points: 10

As indicated under Part 7, the Proposer’s approach to customer service and coordination with the AHA.

D. Cost Analysis and Budget for Primary Services:

Maximum Points: 10

As indicated under Part 8, the Proposer’s itemized budget and a detailed explanation for all costs associated with providing the requested services and an itemized proposal of costs.

E. References:

Maximum Points: 10

As indicated under Part 9, a comprehensive list of the Proposer’s references for other public and private entities that it has provided these same or similar services, and that AHA may contact, the result of which will be verified and scored accordingly by the AHA.

F. Lowest Overall Price:

Maximum Points: 20

The Proposer with the lowest overall cost for the primary services described by this RFP will receive the maximum amount of points and the next highest Proposers will each receive a percentage thereafter.

5.2. Evaluation Method.

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A. Initial Evaluation for Responsiveness. Each proposal received will first be evaluated for responsiveness (e.g., meets the minimum of the published requirements). The AHA reserves the right to reject any proposals deemed by the AHA not minimally responsive (the AHA will notify such proposers in writing of any such rejection).

B. Evaluation Packet for Proposals Deemed Responsive:

Internally, an evaluation packet will be prepared for each evaluator, including the following documents: Score Sheet for each Proposer and a copy of all pertinent RFP documents.

C. Evaluation Committee: The AHA anticipates that the AHA's Executive Director or designee will select a minimum of a three-person committee to evaluate each of the responsive proposals submitted in response to this RFP ("Evaluation Committee").

PLEASE NOTE: No Proposer shall be informed at any time during or after the RFP process as to the identity of any Evaluation Committee member. If, by chance, a Proposer does become aware of the identity of such person(s), he/she SHALL NOT make any attempt to contact or discuss with such person anything related to this RFP. As detailed within this RFP, the designated RM is the only person at the AHA that the Proposers shall contact pertaining to this RFP. Failure to abide by this requirement may cause such Proposer(s) to be eliminated from consideration for award.

D. Evaluation: The selection criteria set forth in Section 5.1 herein will be used by AHA to rank and select proposals for this RFP. Each criterion is comprised of several components with an associated point value. The total points awarded to a proposal will be the aggregate of the component subtotals for each factor. This selection provides both a summary and details of the factors and point values.

E. Potential "Competitive Range" or “Best and Finals” Negotiations: The AHA reserves the right to, as detailed within Section 7.2.N through Section 7.2.R of HUD Procurement Handbook 7460.8 REV 2 ("HUD Procurement Handbook"), conduct a “Best and Finals” Negotiation, which may include oral interviews, with all proposers deemed to be in the competitive range. Any proposer deemed not to be in the competitive range shall be notified of such in writing by the AHA in a timely manner as possible, but in any case, no longer than 5 days after the beginning of such negotiations with the proposers deemed to be in the competitive range. The HUD Procurement Handbook can be accessed at https://www.hud.gov/program_offices/administration/hudclips/handb ooks/pihh/74608.

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F. Ties/Equal Bids: In the case of a tie in points awarded, the award shall be decided as detailed within Section 6.12.C of HUD Procurement Handbook 7460.8 REV 2, by “drawing lots or other random means of selection.”

G. Results of Evaluation: Once an award is made, Proposers may request via e-mail additional information regarding the results.

Requests for records are limited to those that are not privileged or confidential (i.e., no successful bidder trade secrets, financials, etcetera.)

H. Proposal Protest: Any prospective or actual Proposer, who is allegedly aggrieved in connection with the solicitation of a proposal or award of a contract, shall have the right to protest. To be eligible to file a protest with the AHA pertaining to an RFP or contract, the alleged aggrieved protestant must have been involved in the RFP process in some manner as a prospective proposer (e.g. submitted an interest form, proposal, or questions, or attended a pre-bid meeting) when the alleged situation occurred. The alleged aggrieved protestant must file, in writing, to AHA the exact reason for the protest, attaching any supportive data. The protestant must state within the written protest document specifically (not by inference) what action by the AHA or condition is being protested as inequitable, making where appropriate specific reference to the RFP documents issued and including the specific citation of law, rule, regulation, or procedure upon which the protest is based. The protest document must also state the corrective action requested.

Failure by the alleged aggrieved protestant to fully submit such information shall relieve AHA from any responsibility to take any corrective action, and as a result of noncompliance, the appeal will be dismissed without further review. The AHA has no obligation to consider a protest filed by any party that does not meet these criteria. Any protest against a solicitation must be received before the due date for the receipt of proposals, and any protest against the award of a contract must be received within ten (10) calendar days after the successful Proposer receives notice of the contract award, or the protest will not be considered. All proposal protests shall be in writing, submitted to the RFP Manager or designee. The AHA's Executive Director, or designee, shall issue a written decision on the matter. The AHA's Executive Director, or designee, may, at his/her sole discretion, suspend the procurement pending resolution of the protest if the facts presented so warrant. All appeals shall be submitted as outlined in Section 6.0.

6.0 APPEALS

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6.1 Submission. All appeals shall be marked as follows and sent via e-mail the address listed below.

SUBJECT LINE: APPEAL OF 260302-RFP-PO-PV EV DEBT

EMAIL TO: smartinez@alamedahsg.org with a copy to rmehta@alamedahsg.org.

6.2 Conflict of Interest. All persons having familial (including in-laws) and/or employment relationships (past or current) with principals and/or employees of a Proposer entity will be excluded from participation on the AHA Evaluation Committee. Similarly, all persons having ownership interest in and/or who contract with a Proposer entity will be excluded from participation on the AHA Evaluation Committee.

7.0 CONTRACT AWARD.

7.1. Contract Award Procedure. If a contract is awarded pursuant to this RFP, the following detailed procedures will be followed:

By completing, executing and submitting the Form of Proposal (Attachment B), the Proposer is thereby agreeing to abide by all terms and conditions pertaining to this RFP as issued by the AHA.

Depending on the amount of the award, the AHA will forward the contract or a summary to AHA's Board of Commissioners for review and approval/disapproval, in their sole and absolute discretion, prior to signing the contract with the selected Proposer.

The contract shall be awarded subject to a resolution or minute order to that effect duly adopted by the Board of Commissioners, in their sole and absolute discretion, if approval is needed. Execution of the contract documents shall constitute a written memorial thereof.

If the amount of award does not require review or approval by the AHA’s Board of Commissioners, then the contract will be executed by the Executive Director or Designee.

7.2. Contract Conditions. The following provisions are considered mandatory conditions of any contract award made by the AHA pursuant to this RFP:

A. Contract Form: By submitting a proposal with sample loan documents, the successful Proposer agrees that the AHA reserves the right to request amendments as the AHA deems necessary).

B. Assignment of Personnel: The AHA shall retain the right to demand and receive a change in personnel assigned to the work performed pursuant to this RFP and the contract if the AHA mailto:smartinez@alamedahsg.org

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

believes that such change is in the best interest of the AHA and the completion of the contracted work.

C. Unauthorized Sub-Contracting Prohibited: The successful Proposer shall not assign any right, nor delegate any duty for the work proposed pursuant to this RFP (including, but not limited to, selling or transferring the contract) without the prior written consent of AHA's Executive Director or designee, in his/her sole and absolute discretion. Any purported assignment of interest or delegation of duty, without the prior written consent of AHA's Executive Director or designee, shall be void and may result in the cancellation of the contract with the AHA, or may result in the full or partial forfeiture of funds paid to the successful Proposer as a result of the proposed contract; as determined by AHA's Executive Director or designee, in his/her sole and absolute discretion.

D. Contract Period: N/A. The term will be the negotiated duration of the loan.

E. Insurance Requirements: Insurance requirements will be discussed if needed after initial selection. Prior to any individual contract award (but not as a part of the proposal submission) the successful Proposer will be required to provide the following during the term of the contract:

(1) Insurance: Consultant shall procure and maintain for the duration of the contract, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees, or subcontractors.

• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury, and personal and advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. For consultants interacting with the public or with tenants, coverage must include coverage for discrimination, harassment, and fair housing claims under DFEH and HUD.

260302-RFP-PO-PV EV DEBT ISSUED: MARCH 2 2026

• Professional Liability (Errors and Omissions):

Insurance appropriate to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim, $4,000,000 in the aggregate. For consultants interacting with the public or with tenants, coverage must include coverage against discrimination, harassment, and fair housing claims under DFEH and HUD. If coverage is provided on a claims-made basis, the retroactive date must be shown and must be before the date of the contract or the beginning of the contract work; insurance must be maintained, and evidence of coverage must be provided for at least five (5) years after completion of the contract of work.

If coverage is cancelled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

• APPLICABLE: Cyber Liability Insurance: Coverage is required if the vendor/consultant is accessing, collecting, storing, or transferring Personally identifiable Information or medical information on staff,…