Attachment B_Experience.docx

ATTACHMENT B

EXPERIENCE SUMMARY AND MULTIFAMILY PROJECT LIST

REQUEST FOR APPLICATIONS (RFA) 9288

Qualified Appraiser List for Multifamily Affordable Housing Development

PART 1: PROFESSIONAL EXPERIENCE SUMMARY

Overall Professional Background

Years of Professional Appraisal Experience

Specific Years of Multifamily Appraisal Experience (5+ units)

Years of Affordable Housing Project Experience (LIHTC/HOME/HUD)

Geographic Areas of Expertise (list states/regions where you have appraisal experience)

Area of Specialization (describe your primary focus areas)

☐ Multifamily residential income properties ☐ Market analysis and rent feasibility studies ☐ LIHTC projects ☐ HOME-funded projects ☐ HUD Section 8 properties ☐ State-financed affordable housing ☐ Mixed-income/mixed-use properties ☐ Senior housing / elderly housing ☐ Supportive housing ☐ Other (describe): _____________________________________________________

USPAP and Professional Standards Experience Describe your experience with USPAP standards, particularly in the following areas:

SR-1 (Appraisal Review Services):

SR-3 (Consulting Services):

Compliance with FIRREA requirements (where applicable):

Federal Affordable Housing Program Knowledge Describe your familiarity with:

Low-Income Housing Tax Credit (LIHTC) Program (IRC §42):

HOME Investment Partnerships Program (24 CFR §92):

HUD Section 8 Rental Assistance Program:

Other state/federal affordable housing programs:

Technology and Information Security Describe your firm's capabilities in the following areas:

Software platforms used for appraisals/market analysis:

Cloud-based systems / on-premise systems:

Data security protocols and confidentiality procedures:

Experience with OHCS systems or Oregon housing programs:

PART 2: MULTIFAMILY AFFORDABLE HOUSING PROJECT LIST

Instructions: List all multifamily appraisals and market analyses completed in the past FIVE (5) years. Minimum three (3) representative projects required. Use additional sheets if needed. For each project, provide the following information:

PROJECT #1

Property Name:

Location (City, County, Oregon):

Property Type (check all that apply):

☐ Family housing ☐ Senior/elderly housing ☐ Supportive/special needs housing ☐ Mixed-use/mixed-income ☐ Other:

Number of Units

Property Type (check all that apply):

☐ Family housing ☐ Senior/elderly housing ☐ Supportive/special needs housing ☐ Mixed-use/mixed-income ☐ Other: ______________________________________________________________

Financing Source(s) (check all that apply):

☐ LIHTC (Low-Income Housing Tax Credit) ☐ HOME (HOME Investment Partnerships) ☐ HUD Section 8 ☐ RHS/USDA Rural Development ☐ State financing ☐ Conventional financing ☐ Other: ______________________________________________________________

Affordability Restrictions:

Percentage of units restricted: ____________% Affordability period: ____________ years Income restrictions: ______________________________________________________

Appraisal/Market Analysis Type (check one):

☐ As-is appraisal (acquisition) ☐ Prospective appraisal (new construction) ☐ Market study/rent feasibility analysis ☐ Appraisal review ☐ Consulting/advisory services ☐ Other: ______________________________________________________________

Date Completed: _________________ (Month/Year)

Property Value/Price: $___________________

Developer/Owner Name: ________________________________________________

Contact for Reference:

Name: _______________________ Title: _____________________________ Phone: _______________________ Email: ____________________________

Project Scope/Description (2–3 sentences

PROJECT #2

Property Name:

Location (City, County, Oregon):

Property Type (check all that apply):

☐ Family housing ☐ Senior/elderly housing ☐ Supportive/special needs housing ☐ Mixed-use/mixed-income ☐ Other:___________________________________________________________________

Number of Units

Property Type (check all that apply):

☐ Family housing ☐ Senior/elderly housing ☐ Supportive/special needs housing ☐ Mixed-use/mixed-income ☐ Other: ______________________________________________________________

Financing Source(s) (check all that apply):

☐ LIHTC (Low-Income Housing Tax Credit) ☐ HOME (HOME Investment Partnerships) ☐ HUD Section 8 ☐ RHS/USDA Rural Development ☐ State financing ☐ Conventional financing ☐ Other: ______________________________________________________________

Affordability Restrictions:

Percentage of units restricted: ____________% Affordability period: ____________ years Income restrictions: ______________________________________________________

Appraisal/Market Analysis Type (check one):

☐ As-is appraisal (acquisition) ☐ Prospective appraisal (new construction) ☐ Market study/rent feasibility analysis ☐ Appraisal review ☐ Consulting/advisory services ☐ Other: ______________________________________________________________

Date Completed:_________________ (Month/Year)

Property Value/Price: $___________________

Developer/Owner Name: ________________________________________________

Contact for Reference:

Project Scope/Description (2–3 sentences

PROJECT #3

Property Name:

Location (City, County, Oregon):

Property Type (check all that apply):

☐ Family housing ☐ Senior/elderly housing ☐ Supportive/special needs housing ☐ Mixed-use/mixed-income ☐ Other:_______________________________________________________________

Number of Units

Property Type (check all that apply):

☐ Family housing ☐ Senior/elderly housing ☐ Supportive/special needs housing ☐ Mixed-use/mixed-income ☐ Other: ______________________________________________________________

Financing Source(s) (check all that apply):

☐ LIHTC (Low-Income Housing Tax Credit) ☐ HOME (HOME Investment Partnerships) ☐ HUD Section 8 ☐ RHS/USDA Rural Development ☐ State financing ☐ Conventional financing ☐ Other: ______________________________________________________________

Affordability Restrictions:

Percentage of units restricted: ____________% Affordability period: ____________ years Income restrictions: ______________________________________________________

Appraisal/Market Analysis Type (check one):

☐ As-is appraisal (acquisition) ☐ Prospective appraisal (new construction) ☐ Market study/rent feasibility analysis ☐ Appraisal review ☐ Consulting/advisory services ☐ Other: ______________________________________________________________

Date Completed: _________________ (Month/Year)

Property Value/Price: $___________________

Developer/Owner Name:_______________________________________________

Contact for Reference:

Project Scope/Description (2–3 sentences

ADDITIONAL PROJECTS (Optional – Provide on Separate Sheets if Applicable) Total Number of Multifamily Appraisals Completed (past 5 years)

Total Number of Market Studies Completed (past 5 years)

Total Number of Appraisal Reviews Completed (past 5 years)

Total Number of Consulting Hours Provided (past 5 years)

PART 3: PROFESSIONAL REFERENCES

Instructions: Provide three (3) minimum references from clients or colleagues familiar with your appraisal work on multifamily or affordable housing projects. At least one reference should be from a government entity, housing finance agency, or nonprofit organization.

REFERENCE #1 (Primary Reference – Preferred: Government/Housing Agency) Reference Name:

Title:

Organization:

Organization Type (check one):

☐ State/local government housing agency ☐ Federal housing program administrator ☐ Nonprofit housing developer ☐ For-profit developer ☐ Private lender/financial institution ☐ Other: ______________________________________________________________

Project(s) on which you worked together:

Relationship/Scope of Work:

Years Known Reference:

REFERENCE #2

Reference Name

Title:

Organization:

Organization Type (check one):

☐ State/local government housing agency ☐ Federal housing program administrator ☐ Nonprofit housing developer ☐ For-profit developer ☐ Private lender/financial institution

Project(s) on which you worked together:

Relationship/Scope of Work:

Years Known Reference:

REFERENCE #3

Reference Name

Title:

Organization:

Organization Type (check one):

☒ State/local government housing agency ☐ Federal housing program administrator ☐ Nonprofit housing developer ☐ For-profit developer ☐ Private lender/financial institution

Project(s) on which you worked together:

Relationship/Scope of Work:

Years Known Reference:

PART 4: PRIOR OHCS EXPERIENCE (If Applicable) Have you previously worked with OHCS? ☐ Yes ☐ No

If yes, describe prior work:

OHCS Contact Name and Phone:

Approximate Dates of Prior Engagement:

PART 5: GEOGRAPHIC SERVICE COMMITMENT

Primary Service Area (identify Oregon counties/regions where you are available):

Willingness to Serve Additional Areas:

☐ Statewide (all counties) ☐ Specific regions (identify): ______________________________________________ ☐ Available for projects outside primary service area with advance notice

Travel Capacity:

☐ Can accommodate field work throughout Oregon ☐ Limited to specific regions due to: _________________________________________

Signature (Authorized Representative):

Date:

Printed Name and Title:

END OF ATTACHMENT B

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