Attachment_#2_-_Submittal_Checklist.xlsx
XLSX spreadsheet 24 KB Posted
- Solicitation number
- 2027-RFP-00078
- Issued by
- San Mateo County, California
About this file
This is a submittal checklist for a Request for Proposals issued by the County of San Mateo's Department of Housing for the development of 710 Hamilton Street in Redwood City, California. The RFP seeks qualified developer teams to design and operate a mixed-income housing project on a 20,500 square-foot County-owned parcel, with a preference for housing serving public agency employees. The County intends to negotiate a long-term ground lease with the selected developer while retaining land ownership. The selected developer will assume control of the property upon close of construction financing for a County-approved affordable housing project.
The submittal checklist establishes comprehensive documentation requirements organized into nine sections: general registration and submittal materials; development team descriptions with resumes and applicable partnership agreements; minimum development, ownership, property management, and resident services experience through qualifying project submissions; developer financial capacity and staffing documentation; owner capacity requirements; project vision including conceptual narratives, financing plans, financial proformas, resident services and community outreach plans, and site plans; and other required certifications including disclosure forms, compliance statements, entity viability documentation, and financial statements. The checklist includes specific labeling requirements for all attachments and identifies which items are conditionally applicable. A separate minimum qualifications evaluation matrix assesses whether development teams, owners, property managers, and service providers meet experience thresholds including project completion within ten years, low-income housing tax credit financing, racial equity advancement, and demonstrated effectiveness in collaborative operations.
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RFP Checklist County of San Mateo: RFP for 710 Hamilton Street, Redwood City -- Submittal Checklist Attachment #2 Developer Name:
| Place "X" by each item submitted or a N/A if not applicable | Submittal Item | Attachment Form/ Item | ||
| (Note: All Are Required Unless There is a notation of "If Applicable") | Notes | |||
| General | ||||
| Attach #1 | RFP Registration Form | Label as "1.0 - Registration Form" | ||
| Attach #2 | Submittal Checklist | Label as "2.0 - Submittal Checklist" | ||
| Development Team Description | ||||
| Attach #3 | Development Team Description Form | Label as "3.0 - Development Team Description Form" | ||
| Item 3.a | Resumes for persons identified in Attachment #3 | Label as "3.a - Resumes" | ||
| Item 3.b | Consultant Contract for Development consultant (if applicable) | Label as "3.b. - Consultant Contract" | ||
| Item 3.c | Joint Venture MOU (if applicable) | Label as "3.c - Joint Venture MOU" | ||
| Item 3.d | Letters of Intent or Memoranda of Understanding for resident services provider & property management entitities not affiliated with (if applicable) | Label as "3.d - (LOI/MOU) for (Property Management/Services Provider)" | ||
| Minimum Development Team Experience | ||||
| Attach #4.a | Minimum Development Experience (1 of 2 Qualifying Projects) | Label as "4.a - Qualifying Project 1 for Developer" | ||
| Attach #4.a | Minimum Development Experience (2 of 2 Qualifying Projects) | Label as "4.a - Qualifying Project 2 for Developer" | ||
| Attach #4.b | Minimum Ownership Experience | Label as "4.b - Qualifying Project for Owner" | ||
| Attach #4.c | Minimum Property Management Experience | Label as "4.c. - Qualifying Project for Property Manager" | ||
| Attach #4.d | Minimum Resident Services Provision Experience | Label as "4.d - Qualifying Project for Resident Services Provider" | ||
| Item 4.e | Overall Team Experience Narrative | Label as "4.e. - Overall Team Experience Narrative" | ||
| Minimum Developer Financial Capacity Requirements | ||||
| Attach #5 | Financing Terms for Developer's Qualifying Project in the 9-County Bay Area | Label as "5.0 - Financing Terms for Developer's Qualifying Project in the 9-County Bay Area" | ||
| Minimum Developer Staffing Requirements | ||||
| Attach #6 | Projected Developer Staffing Workload Form | Label as "6.0 - Projected Developer Staffing Workload " | ||
| Item 6.a | Key Developer Staff Experience Narrative | Label as "6.a - Key Developer Staff Experience Narrative" | ||
| Minimum Owner Capacity Requirements | ||||
| Item 7.a | Real Estate Owned (REO) Schedule | Label as "7.a - Real Estate Owned Schedule" | ||
| Item 7.b | Proposed Owner's current Asset Management staffing | Label as "7.b - Proposed Owner's current Asset Management staffing" | ||
| Item 7.c | Proposed Owner's organizational chart (if applicable) | Label as "7.c - Proposed Owner's Organizational Chart" | ||
| Vision | ||||
| Item 8.a | Project Concept Narrative | Label as "8.a - Project Concept Narrative" | ||
| Item 8.b | Financing Narrative | Label as "8.b - Financing Narrative" | ||
| Item 8.c | Financial Proforma (provide in 2 formats: PDF & unlocked Microsoft Excel) | Label these as "8.c - Financial Proforma (PDF)" and "8.c. - Financial Proforma (Excel)" | ||
| Item 8.d | Resident Services Plan | Label as "8.d. - Resident Services Plan" | ||
| Item 8.e | Services Budget | Label as "8.e - Services Budget" | ||
| Item 8. f | Community Outreach Plan | Label as "8.f - Community Outreach Plan" | ||
| Item 8.g | Marketing Plan | Label as "8.g - Marketing Plan" | ||
| Item 8.h | Site Plan and Massing Concept Narrative | Label as "8.h - Site Plan and Massing Concept Narrative" | ||
| Item. 8.i | Conceptual Site Plan and Massing Drawings | Label as "8.i - Site Plan and Massing Drawings" | ||
| Other Required Information | ||||
| Attach A | Disclosure Questions Form | Label as "Attach A - Disclosure Questions" | ||
| Attach B | Statement of Compliance with County Policies Form | Label as "Attach B - Statement of Compliance with County Policies" | ||
| Item A | Certification that Developer is a viable entity | Label as "Item A" and submit formation documents, as applicable: e.g. articles of incorporation, bylaws and/or partnership agreements, etc. | ||
| Item B | Certification of 501(c )(3) status from the Internal Revenue Service (if applicable) for nonprofit orgs | Label as "Item B" and submit Certification of 501(c)(3) status from the IRS | ||
| Item C | Certification of 501(c )(3) status from California Franchise Tax Board (if applicable) for nonprofit orgs | Label as "Item C" and submit Certification of 501(c (3) status from the Franchise Tax Board | ||
| Item D | Certification of Good Standing from the California Secretary of State | Label as "Item D" and submit Certification of Good Standing from the California Sec of State | ||
| Item E | Latest two (2) years of either: |
(i) signed federal income tax returns (inclding schedules or attachments, if any); or
(ii) audited financial statements (with management letters, if any). Label as "Item E" and submit either of the requested items
DOH Checklist
Minimum Qualifications Checklist
| Development Team : | Type Names Here |
| Non-Profit Developer | |
| Co-developer: | |
| Development Consultant: | |
| Owner (GP): | |
| Property Manager 1: | |
| Property Manager 2: | |
| Service Provider 1: | |
| Service Provider 2: |
Note: Add rows as needed. Must list every entity that submits Minimum Qualifications Form 4s
| Development Experience: | Y/N | |
| 1 | Was the form 4a Submitted? | |
| 2 | Was the finance Form 5.1 Submitted? | |
| 3 | Was the project completed (TCO) within the last 10 years? | |
| 4 | Is the QP similar a new construction project in a construction type appropriate for the proposed site development? | |
| 5 | Is the QP project similar to unit count and size to the proposed project? | |
| 6 | Was this project financed in part with Low-Income Housing Tax Credits? | |
| 7 | Does the applicant identify what steps were taken in development of the QP to advance racial equity? | |
| 8 | If this entity is a Joint Venture, is an MOU included with the application? |
| Ownership Experience: | Y/N | |
| 1 | Was the form 4b Submitted? | |
| 2 | Was the project owned for at least 5 years? | |
| 3 | Is the QP similar a new construction project in a construction type appropriate for the proposed site development? | |
| 4 | Is the QP project similar to unit count and size to the proposed project? | |
| 5 | Was this project financed in part with Low-Income Housing Tax Credits? | |
| 6 | Does the applicant identify what steps were taken in development of the QP to advance racial equity? | |
| 7 | If this entity is a Joint Venture, is an MOU included with the application? |
| Property Management Experience: #1 | Y/N | |
| 1 | Was the form 4c Submitted? | |
| 2 | Was the project managed for at least 3 years? | |
| 3 | Is the QP similar a new construction project in a construction type appropriate for the proposed site development? | |
| 4 | Is the QP project similar to unit count and size to the proposed project? | |
| 5 | Was this project financed in part with Low-Income Housing Tax Credits? | |
| 6 | Does the applicant identify what steps were taken in development of the QP to advance racial equity? | |
| 7 | Does applicant identify effective strategies for working with service providers in QP? |
| Property Management Experience: #2 | Y/N | |
| 1 | Was the form 4c Submitted? | |
| 2 | Was the project managed for at least 5 years? | |
| 3 | Is the QP similar a new construction project in a construction type appropriate for the proposed site development? | |
| 4 | Is the QP project similar to unit count and size to the proposed project? | |
| 5 | Was this project financed in part with Low-Income Housing Tax Credits? | |
| 6 | Does the applicant identify what steps were taken in development of the QP to advance racial equity? | |
| 7 | Does applicant identify effective strategies for working with service providers in QP? |
| Services Provider Experience: #1 | Y/N | |
| 1 | Was the form 4d Submitted? | |
| 2 | Was the project services contract for at least 36 months? | |
| 3 | Is the QP similar a new construction project in a construction type appropriate for the proposed site development? | |
| 4 | Is the QP project similar to unit count and size to the proposed project? | |
| 5 | Was this project financed in part with Low-Income Housing Tax Credits? | |
| 6 | Does the applicant identify what steps were taken in development of the QP to advance racial equity? | |
| 7 | Does applicant demonstrate effective strategies for working with property managers in the QP? |
| Services Provider Experience: #2 | Y/N | |
| 1 | Was the form 4d Submitted? | |
| 2 | Was the project services contract for at least 36 months? | |
| 3 | Is the QP similar a new construction project in a construction type appropriate for the proposed site development? | |
| 4 | Is the QP project similar to unit count and size to the proposed project? | |
| 5 | Was this project financed in part with Low-Income Housing Tax Credits? | |
| 6 | Does the applicant identify what steps were taken in development of the QP to advance racial equity? | |
| 7 | Does applicant demonstrate effective strategies for working with property managers in the QP? |
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