4607_RFQ_FINAL_.pdf

CITY OF CHANDLER

NOTICE OF REQUEST FOR QUALIFICATIONS NR3-909-4607

SOLICITATION TITLE: Public Private Partnership for Rental

Assistance Demonstration Sites 2 and 3

SOLICITATION NO.: NR3-909-4607

SUBMITTAL DUE DATE: April 27, 2023

SUBMITTAL DUE TIME: 4:00 pm local Arizona time

SUBMIT TO: Via email to:

christina.pryor@chandleraz.gov Email and attachments may not exceed 50 MB

SUBMITTAL CONFERENCE: April 18, 2023 9:00 am local Arizona time

CONFERENCE ATTENDANCE: Dial in number: 415-655-0001

Event number: 2596 050 0615

CONTACT: Christina Pryor, CPPO Procurement and Supply Senior Manager Phone: (480) 782-2403 Email: christina.pryor@chandleraz.gov

ISSUE DATE: April 7, 2023

Submittals will be received by the Purchasing Division, City of Chandler, via email to christina.pryor@chandleraz.gov, until the time and date cited above.

Proposals must be received in the email inbox of the responsible Procurement Officer on or prior to the exact time and date indicated above.

Instructions for preparing proposals are provided on the following pages.

RFP Summary: The City is requesting submittals from qualified offerors for a public private partnership for a development opportunity utilizing the Rental Assistance Demonstration program.

INFORMATION AND INSTRUCTIONS TO PROPOSERS

1. Vendor Registration. Proposers must register via the on-line vendor registration system to automatically receive notification of addenda to this solicitation or notice of other solicitation opportunities. Visit https://www.chandleraz.gov/business/vendor-services/purchasing, select Vendor Registration and Management.

2. Addendum. This RFQ may only be modified by a written addendum. Proposers are responsible for obtaining all addenda. A Proposer must not rely on verbal responses to inquiries. A verbal reply to an inquiry does not constitute a modification of the solicitation.

3. Late Submittals. Late submittals will not be accepted. It is the sole responsibility of the

Proposer to ensure that its submittal is received at or prior to the exact date and time indicated on the Notice Page. The time stamp of the City’s email system will govern timeliness of submission.

4. Cost of Submittal Preparation. The City will not reimburse any Proposer the cost of responding to a solicitation.

5. Duty to Examine. It is the responsibility of each Proposer to examine the entire solicitation, seek clarification and make inquiries, and examine its submittal for accuracy before submitting it. Lack of care in preparing a submittal will not be grounds for modifying or withdrawing the submittal after the due date and time, nor will it give rise to any claim.

6. Inquiries. Any inquiry related to this solicitation, including any requests for or inquiries regarding standards referenced in the solicitation must be directed solely to the Procurement Officer listed on the cover page of the solicitation. Proposers will not contact or direct inquiries concerning this solicitation to any other City employee unless the solicitation specifically identifies a person other than the Procurement Officer as a contact.

All inquiries, except those at the Pre-Submittal Conference, should be submitted in writing and refer to the appropriate solicitation number, page and paragraph. The City will consider the relevancy of all inquiries but is not required to respond in writing.

Any inquiry must be submitted as soon as possible and should be submitted at least ten days before the submittal due date and time for review and determination by City. Failure to do so may result in the inquiry not being addressed in a solicitation addendum.

7. Remote Attendance at Pre-Submittal Conference. The City may offer remote attendance at the Pre-Submittal Conference via a City-hosted dial-in meeting. If remote attendance is offered, meeting details will be provided on the Notice Page. Interested Offerors attending remotely may be required to register and provide, at a minimum, attendee name and company name.

Remote attendance is provided as a courtesy. Attendees are responsible for all aspects of their attendance. The City will not provide technical support for remote attendance.

8. Exceptions to the Solicitation. Any exception to the solicitation must be submitted as soon https://www.chandleraz.gov/business/vendor-services/purchasing as possible and should be submitted at least ten days before the submittal due date and time for review and determination by City. Failure to do so may result in the exception not being addressed in a solicitation addendum.

9. Submittal Amendment or Withdrawal. A submittal may be withdrawn at any time before the due date and time. A submittal may not be amended or withdrawn after the due date and time except as otherwise provided by applicable law.

10. Non-Collusion and Non-Discrimination. By signing and submitting the submittal, the

Proposer certifies that the Proposer did not engage in collusion or other anti-competitive practices in connection with the preparation or submission of its submittal; and the Proposer does not discriminate against any employee or applicant for employment or person to whom it provides services because of race, color, religion, age, sex, national origin, or disability, and that it complies with all applicable Federal, state and local laws and executive orders regarding employment.

11. Waiver and Rejection Rights. The City reserves the right to waive any immaterial defect or informality; or reject any or all submittals, or portions thereof; or reissue the Request for Qualifications; and will be the sole judge of the merits of the submittals received.

12. Submittal Opening. Submittals will be opened as indicated on the Notice Page, unless amended in writing by the Procurement Officer issuing the solicitation. The name of each Proposer will be public information following the submittal opening. No other information will be publicly disclosed at that time.

13. Public Record. All submittals submitted in response to this solicitation and all evaluation related records will become property of City and will become a matter of public record for review, subsequent to publication by the City of the proposed award in the agenda for the City Council Meeting, or upon award by the appropriate approving authority or as otherwise required by law.

14. Confidential Information. A request for nondisclosure of data such as trade secrets or other proprietary information must be submitted with the submittal and must contain the basis for the request. Any information included in the request must be submitted as a separate file. Price is not confidential and will not be withheld. A blanket statement of confidentiality will not be considered. It is the Proposer’s responsibility to identify and segregate the information in the submittal provided to the City.

The City will review all requests for confidentiality and may approve or deny all or portions of the request. Information denied confidentiality will be released as public information. In the event of a public records request for information granted confidentiality, the City will endeavor provide 48-hours’ notice before releasing materials in order for the Proposer to apply for a court order blocking the release of the information.

15. Discussions with Proposers and Revisions to Submittals. Discussions and additional investigations may be conducted with responsible Proposers who submit submittals determined to be reasonably susceptible of being selected for award for the purpose of clarification to assure full understanding of, and responsiveness to, the solicitation requirements. Proposers will be accorded fair and equal treatment with respect to any opportunity for discussion and revision of submittals, and such revisions may be permitted after submissions and prior to award for the purpose of obtaining best and final submittals.

In conducting discussions, there will be no disclosure of any information derived from submittals submitted by competing Proposers. The purposes of such discussions will be to:

determine in greater detail such Proposer’s qualifications, explore with the Proposer the scope and nature of the project, or to determine that the Proposer will make available the necessary personnel and facilities to perform within the required time.

16. Clarifications. City reserves the right to obtain Proposer clarifications where necessary to arrive at full and complete understanding of Proposer’s product, service, and solicitation response. Clarification means a communication with a Proposer for the purpose of eliminating ambiguities in the submittal and does not give Proposer an opportunity to revise or modify its submittal.

17. Agreement Negotiations. City reserves the right to conduct exclusive or concurrent negotiations with responsible Proposer(s) unless prohibited. Proposers will be accorded fair and equal treatment in conducting negotiations and there will be no disclosure of any information derived from submittals submitted by competing Proposers. Exclusive or concurrent negotiations will not constitute an agreement award nor will it confer any property rights to the successful Proposer(s).

18. Protests. A protest must be in writing and be filed with the Purchasing Division. To be considered filed, a protest must be submitted via email to the Procurement Officer identified on the Notice Page.

A protest of a solicitation must be received not less than five days before the solicitation opening date.

A protest of a proposed award requiring City Council approval must be filed within five calendar days of the first posting of the award recommendation. Award recommendations are posted on the Purchasing web site at www.chandleraz.gov/purchasing and/or the City Clerk web site at http://www.chandleraz.gov/default.aspx?pageid=1007 If the protest due date occurs on a weekend or holiday, the protest must be filed the next business day.

A protest of an award not requiring City Council approval (less than $100,000) must be submitted within ten calendar days of the date the protester knows or should have known the basis of the protest.

A protest must include:

• The name, address and telephone number of the protester;

• The signature of the protester or its representative;

• Identification of the project and the solicitation or agreement number;

• A detailed statement of the legal and factual grounds of the protest including copies of relevant documents; and the form of relief requested.

http://www.chandleraz.gov/purchasing http://www.chandleraz.gov/default.aspx?pageid=1007

The City will review the protest and may issue a written response.

19. Award. Unless otherwise provided in this solicitation, the City reserves the right to make multiple awards, award by item, group or as a total, as is deemed most advantageous to the City.

20. Execution of Agreement. Within ten days of notice that Proposer is the recommended awardee, Proposer will execute and return the Agreement to Purchasing.

21. Persons with Disabilities. Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, by contacting the Procurement Officer.

Requests must be made as early as possible to allow time to arrange the accommodation.

SUBMITTAL CONTENT

Proposers must submit one copy of the submittal via email to the responsible Procurement Officer.

The REQUEST FOR QUALIFICATIONS TITLE, NUMBER AND PROPOSER NAME should be in the subject line of the email. Emails and attachments may not exceed 50 MB in size. Attachments should be in .pdf format and named with the RFP number and Proposer name. A single email is preferred, however multiple emails are permissible provided that all are received prior to the due date and time.

Submittals should include the following information in the order listed:

1. Completed Proposer Information and Offer Section. Complete and submit the Proposer Information and Offer Section in the format provided in this solicitation. Failure to do so may result in the submittal being rejected as non-responsive. The Proposer Information and Offer Section within the solicitation must include a signature by a person authorized to sign the submittal. The signature must signify the Proposer’s intent to be bound by its Submittal and the terms of the solicitation and that the information provided is true, accurate and complete.

2. Responses to Submittal Evaluation Criteria. Submit information requested in the Evaluation Criteria Section provided in this solicitation. Forms must be completed in the format provided in the solicitation. Failure to do so may result in the submittal being rejected as non-responsive.

3. Disclosure. If the Proposer has been debarred, suspended or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a subcontractor with any Federal, state or local government, or if any such preclusion is currently pending, the Proposer must make disclosure. In the submittal, the Proposer must include information including the name and address of the governmental entity, the effective date and duration of this suspension or debarment, and the relevant circumstances. The City reserves the right to reject a submittal received from a Proposer, including each of its principals, who is currently debarred, suspended or otherwise lawfully prohibited from any public procurement activity.

PROPOSER INFORMATION AND OFFER SECTION

Company Name

Business Type (Corporation, Partnership, etc.)

State of Incorporation (if applicable)

Federal Tax I.D. No.

Address

City, State, Zip

Authorized Signature

Name and Title

Contact Name

Title

Telephone

E-mail

Chandler Transaction Privilege Tax (TPT) No. (if applicable) Date of issue:

Is proposed purchase subject to TPT? _______yes _______no

Will you accept a City Procurement Card (MasterCard) for payment of invoices? _______yes _______no

If you accept a MasterCard for payment, do you charge a fee?

_______yes _______no If yes, what is the fee?______

Will you accept automated clearinghouse (ACH) for payment of invoices? _______yes _______no

Prompt Payment Terms Offered _______% Net _________ days

Disclosure of Debarment or Suspension

_______yes _______no

(If yes, please attach description of the circumstances)

Exceptions Taken

_______yes _______no

(If yes, please attach a clearly identified section)

Date Addendum #1 Acknowledged/Received

Date Addendum #2 Acknowledged/Received

Date Addendum #3 Acknowledged/Received

BACKGROUND

The City of Chandler Housing and Redevelopment Division (COCHRD) main purpose is to provide affordable housing opportunities for our low- and moderate-income families. The COCHRD maintains 303 public housing units including four (4) family multifamily projects, one (1) multifamily senior project, and 103 single family scattered sites. Additional information about the COCHRD can be found online at https://www.chandleraz.gov/residents/neighborhood-resources/housing-and-redevelopment.

COCHRD is in the process of repositioning its multi-family projects utilizing the Rental Assistance Demonstration (RAD) Program which allows Public Housing Agencies (PHAs) and owners of other HUD-assisted properties to convert units from their original sources of HUD financing to project-based Section 8 contracts. The primary benefit of RAD is that properties that convert under this process are no longer restricted from securing private sources of capital financing, and the owners are therefore able to address deferred maintenance issues. Additional information about RAD can be found online at https://www.hudexchange.info/programs/rad/. In addition to RAD, COCHRD is interested in other repositioning options including, but not limited to, Section 18, Voluntary Conversion, Low Income Housing Tax Credits, and other financing advantageous for each project.

Since 2020, the City has been working to reposition public housing sites in a multi-year strategy.

Currently, COCHRD is pursuing RAD transfer of assistance which involves two (2) public housing sites located at 210 N. McQueen and 73 S. Hamilton and moving the total of 78 public housing units on to a new site owned by the City of Chandler located on McQueen and Chandler Blvd. This activity will result in these two sites (210 N. McQueen and 73 S Hamilton) being vacant for redevelopment opportunities.

The remaining public housing inventory property details are listed below for reference.

130 N. Hamilton (Family) 660 S. Palm Ln. (Family) 127 N. Kingston (Elderly) 4 - One Bedroom 6 - One Bedroom 34 - One Bedroom 11 - Two Bedrooms 4 - Two Bedrooms 3 - Two Bedrooms 25 - Three Bedrooms 14 -Three Bedrooms 11 - Four Bedrooms 5 - Four Bedrooms 103 Scattered Sites 2 - Five Bedrooms 3 - Five Bedrooms Single Family Homes

COCHRD is in the process of conducting Property Capital Needs Assessments (PCNAs) for the public housing multi-family projects. The report and supporting information will be available for reference once completed.

REQUEST FOR QUALIFICATIONS (RFQ)

This RFQ is being issued to begin a process to select a Developer Partner or Partners to assist and undertake the development, redevelopment and/or rehabilitation of two identified sites located at 210 N. McQueen and 73 S. Hamilton through various funding sources including the HUD RAD and other available programs. COCHRD reserves the right to choose multiple co-developers for distinct phases if determined to be in the best interest of the City. The Developer Partner(s) will be https://www.chandleraz.gov/residents/neighborhood-resources/housing-and-redevelopment https://www.chandleraz.gov/residents/neighborhood-resources/housing-and-redevelopment https://www.hudexchange.info/programs/rad/ responsible for ensuring that the plan for the Development Opportunities is approved, financed, and implemented and the successfully completed. Submittals will be evaluated, and a list of qualified Proposers created. Following this RFQ process, the City will invite the qualified Proposers to respond to a Request for Proposals (RFP) Development Opportunity that will seek detailed information about the proposed projects, team members, timeline, impacts and benefits as well as funding sources.

SCOPE OF SERVICES

COCHRD seeks developer partner(s) to redevelop COCHRD-owned land and/or bring expertise, land, and equity. COCHRD is open to the demolition of certain existing structures that will result in maximizing land use with higher density housing. Development Opportunity may include demolition and redevelopment, partial demolition and redevelopment/rehabilitation, substantial rehabilitation, and/or new construction. Other options or innovative Qualifications are welcome and will be considered.

The goal is the selection of a co-developer partner(s) to work with current professionals and form a development team to create a development plan that is economically viable and results in the development of quality housing for low-income public housing residents of Chandler. COCHRD is open to increasing affordable housing units following a mixed-income model to integrate the complexes into the broader community and to enhance housing opportunities for both seniors and families. COCHRD is seeking a forward-thinking co-developer partner or team with the background, knowledge, and demonstrated record of innovation, demonstrated experience developing affordable housing to undertake this exciting redevelopment initiative.

The successful Developer Partner(s) will:

Work closely with COCHRD staff, public housing residents, community residents, stakeholders, and partners. The Developer Partner(s) will be responsible for ensuring that the plan for the Development Opportunities is approved, financed, and implemented and successfully completed. The role of the Developer Partner shall include, but not be limited to, the following activities:

• Providing the necessary staffing, expertise, supervision and guarantees to implement all aspects of the projects expeditiously.

• Assembling a team that covers the architectural, environmental review, market analysis, geo-technical studies, civil, mechanical, and electrical engineering, and any other activities deemed necessary by the developer and/or COCHRD (“Development Team”). Respondents are strongly encouraged include team members with expertise in areas of relevance to the development process, including RAD, LIHTC financing and construction matters.

• Developing a plan for the Development Opportunities in coordination with COCHRD, key stakeholders and residents. A final plan must be completed with designation of development phases (if applicable) and a detailed development schedule.

• Performing a detailed market study to determine the overall feasibility of the conceptual plan of the project as proposed by the Developer Partner. The Developer Partner will also be responsible for any additional market analysis and appraisals necessary to develop and obtain financing for the Development Opportunities.

• Development of design and construction documents in accordance with the design criteria set forth further in this document. The COCHRD will have final review and approval of all design and planning activities, as well as the selection of design professionals retained to execute the Development Opportunities. The Developer Partner shall ensure quality design and construction throughout the process. The Developer Partner shall, to the satisfaction of the COCHRD, provide third-party construction phase monitoring to further ensure quality and performance. The Developer Partner will also be responsible for obtaining City permits and approvals and any other approvals that may be required.

• Establishing a regular schedule of team meetings, in which the COCHRD will participate.

Moreover, the Developer Partner will be responsible for submitting monthly progress reports to COCHRD on the project status and schedule, including but not limited to design, permits, financing, resident coordination, etc. Developer Partner shall develop and maintain a detailed schedule of events, predicated on financing deadlines, that includes pre-development activities, construction start, project stabilization and permanent loan close. Developer Partner shall also create a critical path schedule for all phases of construction, and lease-up and stabilization.

• Structuring the ownership entities for each project.

• Reviewing and preparing development and operating budgets, undertake feasibility studies and any required financial planning activities necessary. The Developer Partner will be expected to develop a financing plan that will provide all resources needed for Development Opportunities of the property and to take full responsibility for securing all financing sources in a timely fashion. The Developer Partner will be asked to analyze and evaluate the feasibility and viability of all development strategies and maintain accounting records and ensure Development Opportunities financing is available at the appropriate times and utilized in the appropriate manner.

• Providing development, operating, and tax credit recapture guaranties, as required by lenders and equity investors. Developer Partner acknowledges and agrees that the Development Opportunities shall be structured such that COCHRD shall not provide any guaranties to lenders and equity investors prior to COCHRD becoming the sole general partner or managing member of the LIHTC owner entity for the Development Opportunities (which shall be as soon as possible in the initial operating period of the Development Opportunities).

• If applicable, preparing applications to obtain federal and state low-income tax credit allocations from in accordance with the Arizona’s qualified allocation plan and providing the COCHRD with complete draft applications at least thirty (30) days prior to the submission deadline for COCHRD’s review and approval.

The Developer Partner with input from the COCHRD, shall prepare equity solicitations which outline, among other things, the following: the nature of that phase of the Development Opportunities; the unit mix; the development budget; the development schedule; the operating assumptions, including the requirements and use restrictions of the various funding sources; the proposed ownership and developer structure (which shall include COCHRD as co-developer and a COCHRD-controlled entity as a co-general partner or co-managing member); that the Developer Partner shall be the guarantor of obligations to the equity investor; and the potential contractor and property management arrangements. Once the proposals are received, the Developer Partner will analyze each proposal, compare them, and provide a recommendation to the COCHRD as to why the COCHRD should select a particular proposal. The Developer Partner will then negotiate with the prospective equity investor(s) and use its best efforts to maximize the amount of equity provided to each phase of the Development Opportunities based on this type of ownership/control/guaranty structure, while also considering, among other things, the timing of the equity payments, the reserve requirements, as well as the liquidity, net worth and guaranty requirements. COCHRD shall have the right to comment on any draft letter of intent, to participate in negotiations of any draft letter of intent, and to approve in the final selection of the Equity Investor.

While COCHRD shall be primarily responsible for interactions with HUD, the Developer Partner, at COCHRD’s request, shall assist COCHRD with the preparation of program documents and obtaining HUD approvals.

The Developer Partner will:

• Coordinate all development activities, including reporting and budget requirements, with

COCHRD.

• The Developer Partner will implement and coordinate all Development Opportunities activities, including site control, hazardous abatement and demolition, site improvements and assist in securing financial commitments from key partners.

• Prepare any and all required submissions to HUD, state, local or other agencies as may be required. The submissions are subject to COCHRD review and approval and COCHRD shall make any submissions to HUD. Compliance with the MBE/WBE hiring/training of low-income residents (Section 3) and resident owned businesses must be a part of the monthly status report.

• Develop a strategy in coordination with COCHRD for fostering Section 3 employment, training and contracting opportunities throughout the Development Opportunities process that are consistent with the requirements of Section 3 of the Housing and Urban Development Act of 1968, as amended (12 U.S.C. 1701u) and aimed at improving the economic circumstances of individuals, households and companies in the City of Chandler.

• Develop a strategy to maximize the contracting opportunities for MBE/WBE firms in accordance with the policies of COCHRD and applicable federal, state and local requirements.

• Ensure the Development Opportunities is constructed and managed with the highest quality materials and workmanship. The Developer Partner will be required to implement quality assurance and control measures to ensure effective performance by all parties in all aspects of the project(s). Developer Partner shall provide appropriate guaranties for the completion of the project in a timely and cost- e f fe c t i ve manner and ensure that all occupancy permits and necessary approvals are obtained after construction for timely operation of the development. The Developer Partner must submit a procurement process that meets the overall Development Opportunities goals for review and approval by COCHRD.

• In concert with COCHRD, coordinate, conduct, and document all meetings with any and all public housing residents and resident associations in the surrounding neighborhood, city agencies, officials, HUD, COCHRD staff, businesses in the area, and any other. Developer Partner shall facilitate and foster the involvement of public housing residents in the implementation of the Development Opportunities effort. In cooperation with COCHRD, Developer Partner shall keep residents informed of the status of the Development Opportunities effort, plan for providing job opportunities for residents during and after implementation, and assist/encourage resident businesses.

• Devise a means to ensure the long-term affordability of the rental property used by low- to moderate-income residents, in conjunction with COCHRD.

• Create an effective lease-up strategy to obtain rapid initial occupancy and maintain ongoing high occupancy of all residential units and commercial space.

• Secure an option/right of first refusal for the COCHRD with each LIHTC investor and minimize investor exit taxes due based on the investor projections (as approved by COCHRD).

• Detail strategies to maximize the fees to be paid the COCHRD. COCHRD should receive a portion of the developer fee and cash flow for each phase and will more favorably view proposals that structure and budget such fees most advantageously for the COCHRD. Additionally, each phase budget should include reimbursement of all COCHRD third-party costs. All such COCHRD third-party costs and fees should be included in the development budget for each phase of the Development Opportunities.

• Comply with all applicable federal, state and local laws, rules and regulations applying to the activities required by the RFQ. The Developer Partner shall provide evidence that each subcontractor is not debarred, suspended or otherwise prohibited from professional practice by any federal, state or local agency.

The COCHRD will:

• Engage with the Partner in the overall development process including decisions affecting the development and management of the project goals.

• Interface with HUD.

• Coordinate relocation of tenants.

• Conduct property management duties either in partnership with a developer entity or a third-party property management firm.

• Obtain approval to transfer ownership of property along with other approvals as needed.

• Facilitate public relations between the development and the community.

• Provide information and documentation as needed to support Developer Partner in securing development financing.

• Work with Developer Partner to apply for tax credits and bond financing if appropriate.

• Maintain a share of ownership control of all properties (through either the COCHRD or a non‐ profit affiliate) in accordance with Federal regulations and as approved by HUD.

• Provide leasing and waitlist management services as appropriate depending on applicable regulations.

• Provide historical operating costs to develop detailed operating budgets showing at least 15‐ year projections.

• Provide reports and other information that is beneficial to the projects.

• Monitor Section 3 and Davis‐Bacon compliance.

• Comply with Section 504 of the Rehabilitation Act, as amended, and the rules and regulations thereunder, with regard to provision of accessible housing.

EVALUATION CRITERIA

Responses will be evaluated on relevant experience, strength of team and ability to undertake the Scope of Services. The City reserves the right to request additional information from respondents and include other relevant information in ranking submissions in its sole and absolute discretion.

Developer Qualifications and Capacity 30%

1. Provide an overview of how the company approaches affordable housing projects, the capacity of the company to execute on the Scope of Services in a timely manner, as well as any innovative thinking and/or approaches that would be applied to COCHRD projects if selected.

2. Provide a brief history of the company including number of years in business. Provide names and resumes of key personnel who will constitute the Development Team under this request, including the architect, engineer, general contractor, and/or construction manager to demonstrate a ready team. This shall include, but not be limited to an organizational chart providing the identity of interest corporations that will participate in this project.

3. State whether the company or any person associated with this Submittal has been or is currently involved in litigation related to any similar services or projects as described in this RFQ. If so, fully explain the circumstances of the past, current and/or pending litigation.

Developer Experience 40%

1. A description of the scope and nature of affordable housing development experience, including knowledge and/or experience with public housing authorities, RAD program, the federal LIHTC program, tax-exempt bond financing and publicly funded mixed-finance transactions and concept of an overall plan for the Development Opportunities.

2. A description of the team’s approach to the development process including identification of key milestones in a typical multiphase LIHTC project and the average timetable for each major task.

Identify and analyze one issue that presents the greatest risk in the proposed project and one issue that presents the greatest opportunity.

3. Past or current affordable housing projects for a variety of income levels utilizing a variety of housing programs, grant sources, funding sources such as RAD, LIHTC, using tax-exempt bonds, and HUD programs such as Section 18 demolition/disposition; working with public and leased housing programs; and reviewing, negotiating, and assisting in gaining HUD and other governmental approvals.

4. Describe experience in working with public housing residents, Section 8 residents and/or other community-based grass roots organizations.

Developer Financing Experience 20%

1. A description of the company’s knowledge of real estate financing methods, including the use of funding tools such as LIHTCs, PBV’s, RAD, Section 18 Demolition/Disposition, Mixed Finance, HOME funds, CDBG funds, development funds, and private mortgages. Include identification of all successful financing secured from competitive application processes for residential development projects over the past five years, particularly within the State of Arizona. Include a financing application schedule for the proposed project and a sample financial pro-forma from a similar real or fictional property. In addition, Respondents must include a description of their financial expectations specific to this project and anticipated financial return to COCHRD.

2. Provide information on at least two most recent and successful affordable housing development projects in which the principals of the firm have participated as general partners or equivalent.

This information should list the development’s location, unit count by bedroom count, ownership type, public programs utilized, if any, income levels served (very low, low, moderate, market rate or mixed and senior), type of development (high, mid or low-rise, walk-ups, townhouses, etc.), extent of community and/or resident participation and development cost.

Note any mixed-use features, i.e., retail, commercial, office and community spaces, childcare facilities, and other noteworthy features. Also, describe the construction and permanent financing arrangements showing the nature and extent of the participation between financial lending institutions and the Developer. The Developer’s current equity interest in each project should be discussed. Each case study should be no longer than one (1) page and should include contact information for a reference who can speak objectively about the contributions made by the Developer team in the redevelopment process.

Miscellaneous 10%

1. Provide a minimum of three (3) references, but no more than five (5), from similar projects performed for clients of substantially similar size within the last three years. Include any RAD reference projects. The City reserves the right to contact additional clients for references, if deemed necessary. Include:

• Client Name

• Project Description

• Project Dates (starting and ending)

• Staff assigned to referenced projects that will be assigned to the projects described in this

RFQ

• Client/Owner project manager name, email and telephone number

2. State whether the company has had contracts terminated for cause. For each, provide the name of the agency, the contract Scope of Work and the reason for termination. State whether the company has been involved in contract disputes. For each, provide the name of the agency, the contract Scope of Work and describe the nature of the dispute and the resolution.

3. Provide Section 3 plan that identifies the specific actions to be taken to offer employment to residents of public housing and evidence of Section 3 success in recent contracts in other locations. The plan should identify anticipated job classifications and approximate numbers of positions to be offered under the Section 3 Program. In addition, the Developer should also identify specific actions to be taken to ensure that Section 3 business have the opportunity to contract with the Developer in the implementation of this project.