Attachment F_Conflict of Interest.docx

DOCX document 105 KB Posted

Attached to
Request for Applications: Qualified List Appraisal Services
Solicitation number
S-91400-00017050
Issued by
Marion County, Oregon

About this file

This is a Conflict of Interest Disclosure form for a Request for Applications (RFA) 9288 issued by Oregon Housing and Community Services (OHCS) to establish a Qualified Appraiser List for Multifamily Affordable Housing Development. The form requires applicants to disclose actual or potential conflicts of interest across multiple categories, including relationships with OHCS staff and board members, Oregon government officials, OHCS developers and partners, competing appraisers and consultants, financial or investment interests in multifamily properties and related entities, and family relationships that could create conflicts. Applicants must identify any business relationships, financial interests, or family connections that could interfere with professional judgment or create the appearance of impropriety, and must provide mitigation strategies for any disclosed conflicts.

Applicants must complete all sections of the disclosure form with accurate and complete information, certifying under penalty of false or incomplete disclosure that they have identified all actual or potential conflicts. The form requires signatories to commit to disclosing conflicts that arise during the approval period, abstaining from services when conflicts cannot be mitigated, maintaining professional independence and impartiality, and notifying OHCS immediately of any developing conflicts. OHCS administers multiple funding programs for affordable multifamily housing development, including HUD Risk-Share, LIHTC allocations, HOME funds, and state-financed programs. Applicants must agree to comply with all OHCS conflict-of-interest policies and cooperate with any OHCS review of potential conflicts, with understanding that false or incomplete disclosures may result in disqualification from the qualified appraiser list.

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Other files

File Type Posted
Attachment A_Application.docx DOCX document
Attachment D_Geographic Area.docx DOCX document
Attachment C_Cost Proposal.docx DOCX document
Attachment E_Diversity Committment.docx DOCX document
Attachment B_Experience.docx DOCX document
Attachment H_Sample Appraisal Services Contract.pdf PDF
Attachment I_Affidavit of Trade Secret.docx DOCX document
OHCS RFA 9288_TA Announcement.pdf PDF
RFA 9288_Appraisal List for Multifamily Affordable Housing.pdf PDF
Attachment G_Background Professional History.docx DOCX document
FAQ Addendum 1_RFA 9288.pdf PDF
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ATTACHMENT F

CONFLICT OF INTEREST DISCLOSURE

REQUEST FOR APPLICATIONS (RFA) 9288

Qualified Appraiser List for Multifamily Affordable Housing Development

SECTION 1: CONFLICT IDENTIFICATION

A conflict of interest occurs when a personal or financial interest or relationship could interfere with professional judgment or create the appearance of impropriety.

Disclose any actual or potential conflicts with the following entities:

1.1 OHCS and Oregon Government

Do you have any business relationships, financial interests, or family relationships with:

OHCS staff members? ☐ Yes ☐ No If yes, describe:

Mitigation strategy:

OHCS Board members? ☐ Yes ☐ No

Oregon state elected officials or appointed officials? ☐ Yes ☐ No

Other Oregon government agencies? ☐ Yes ☐ No

1.2 OHCS Developers and Partners

Do you have business relationships or financial interests with:

Affordable housing developers in Oregon? ☐ Yes ☐ No If yes, list developers and relationships:

Nonprofit housing organizations? ☐ Yes ☐ No

Contractors working on OHCS projects? ☐ Yes ☐ No

1.3 Competing Appraisers and Consultants

Are you involved in joint ventures, partnerships, or referral arrangements with:

Other appraisers who are applying for OHCS approval? ☐ Yes ☐ No If yes, describe relationships:

Market analysts or consultants providing similar services? ☐ Yes ☐ No

1.4 Financial or Investment Interests

Do you have any financial interests in:

Multifamily rental properties in Oregon? ☐ Yes ☐ No If yes, describe (address, % ownership, etc.): __________________________

Real estate investment companies? ☐ Yes ☐ No If yes, describe: _____________________________________________________

Financial institutions that lend on multifamily properties? ☐ Yes ☐ No

Companies providing services to OHCS-funded projects? ☐ Yes ☐ No

1.5 Family Relationships

Do you have immediate family members (spouse, children, parents, siblings) who:

Work for OHCS or Oregon government? ☐ Yes ☐ No If yes, describe (name, position, agency):

Work as appraisers, market analysts, or in related fields? ☐ Yes ☐ No

Have financial interests in Oregon real estate? ☐ Yes ☐ No

SECTION 2: MITIGATION STRATEGIES

For any conflicts identified above, describe how you will mitigate or eliminate the conflict:

Conflict #1:

Nature of Conflict: _____________________________________________________________________

Mitigation Strategy: _____________________________________________________________________

Conflict #2:

Nature of Conflict: _____________________________________________________

Mitigation Strategy: ____________________________________________________

Conflict #3:

Nature of Conflict: _____________________________________________________

Mitigation Strategy: ____________________________________________________

SECTION 3: COMMITMENT TO CONFLICT-FREE SERVICE

I commit to:

☐ Disclose any conflicts that arise during the approval period ☐ Abstain from providing services when a conflict cannot be mitigated ☐ Maintain professional independence and impartiality ☐ Notify OHCS immediately if a conflict develops ☐ Comply with all OHCS conflict-of-interest policies ☐ Cooperate with any OHCS review of potential conflicts

SECTION 4: SIGNATURE AND CERTIFICATION

I certify that:

☐ The information above is accurate and complete ☐ I have disclosed all actual or potential conflicts of interest ☐ I understand that false or incomplete disclosures may result in disqualification ☐ I agree to maintain professional independence in providing OHCS services ☐ I will update this disclosure if circumstances change during the approval period

Authorized Signatory Name (Print):___________________________________________________________

Title: ______________________________________________________________________________________

Signature: _____________________________________________
Date: ___________________

Firm/Business Name: _______________________________________________________________________

END OF ATTACHMENT F

Conflict of Interest
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