9-Eagle Parrot Debt - Bidders Conference Presentation 260316.pdf

www.alamedahsg.org

Parrot & Eagle Village Debt Bidder’s Conference

March 16, 2026

Agenda

• Agency Overview

• AHA Representatives

• Scope of Services

• Minimum Qualifications

• AHA Standards and Requirements for all Counsel

• Key Components of RFP

• Proposal Submission

• Evaluation Requirements

• Tentative Process Timeline

• Questions and Answers

Agency Overview

• Originally established in 1940 to meet the need for housing produced by the Naval Air Station’s implementation during World War II.

• Today, AHA also provides up to 1,900 Housing Choice Vouchers to low-income families

• AHA’s programs include Housing Choice Vouchers, Project-Based Vouchers, specialized housing assistance, Family Self-Sufficiency, affordable real estate development, resident services, and management of AHA-owned properties.

AHA Representatives

• Vanessa Cooper, Executive Director

• Louie So, Director of Finance

• Nancy Gerardin, Director of Property Operations

• Sylvia Martinez, Director of Housing Development

Scope of Services

• Refinance of existing debt

• Parrot Village

• Eagle Village

• Scattered site – both properties

• 5-7 year term, minimum

30 year amortization

• Agreement to subordinate to AHA regulatory agreement (Cover Letter)

• Ability to close on/before the existing loan maturity

• Experience with similar debt transactions

• Creative approaches that AHA may want to consider

• Streamlined costs – initial costs and interest stack.

Minimum Qualifications

• Firms active and experienced in affordable multifamily underwriting in the State of California.

• Familiarity with legal issues that government assisted housing, including applicable federal and state statutes and regulations.

• References and examples of timely and streamlined closings and transactions

• Experience underwriting public housing agencies, a plus!

• AHA expects that all bidders will adhere to the due diligence closing cost and interest spread disclosed in the proposal, unless AHA determines that a better transaction is available.

Key Components of RFP

SUBMITTAL ITEMS

Part 1 Proposal Submittal Checklist (Attachment A)

Part 2 Form of Proposal (Attachment B)

Part 3 Profile of Proposer Form (Attachment C)

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)

Part 11 Confirmation of submission Conflict of Interest Form (Attachment I)

Proposal Submission Name Type # Files Requirement Instructions

Conflict of Interest File Type: PDF (.pdf) Multiple Required Please provide a copy or proof of submission of Conflict of Interest Certificate.

Proposal Submittal Checklist (Q-48HX)

Questionnaire: Excel (.xlsx) 1 Required

Please fill out the provided Response Template for this Questionnaire. The Response Template can be downloaded from the project listing on the Bonfire portal.

Pricing Items File Type: Excel (.xls, .xlsx) Multiple Required Please download and update the fees.

Proposal File Type: PDF (.pdf) Multiple Required Please review section 4.0 of the

RFP and submit all requested documents.

Attachment B- Form of Proposal

File Type: PDF (.pdf) Multiple Required Please fill out this form.

Evaluation Requirements Criteria Maximum Points Description

Qualifications and Experience 30

Proposer’s qualifications and prior experience, including capability and experience of its key personnel, including their resumes and history of successfully performing similar services for public or private agencies.

Proposed Approach 20

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.

Customer Service 10 Proposer’s approach to customer service and coordination with the AHA.

Cost Analysis and Budget for Primary Services 10

Proposer’s itemized budget and a detailed explanation for all costs associated with providing the requested services and an itemized proposal of costs. Please refer to document “Pricing Items” and Attachment B- Form of Proposal.

References 10

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.

Lowest Overall Price 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.

Tentative Process Timeline

Virtual Bidder’s Mon Mar 16, 2026 @1:00PM

PST

Questions Due Date

Thu Mar 16, 2026 @4:00PM

PST

Responses Due Date

Thurs Mar 20, 2026 @4:00PM

PST

Submission Deadline

Mon Apr 06, 2026 @4:00PM

PST

Selection of Finalists

Thurs Apr 09, 2026 @3:00PM

PST

Interviews

Tentative- Week of April 13-17, Award Date

Mon May 4, Board of Commissioners approval of negotiated transaction

Wed June 17, 2026 7:00PM

PST

Questions and Answers