PROCUREMENT DIVISION

Issue Date: April 29, 2026

NOTICE IS HEREBY GIVEN that Orange County, Florida, henceforth referred to as the County is accepting sealed proposals for:

REQUEST FOR PROPOSALS #Y26-179-AH

MULTI-FAMILY AFFORDABLE HOUSING GAP FINANCING

TERM CONTRACT

Copies of the Request for Proposals (RFP) documents may be obtained from Orange County by download at: https://secure.procurenow.com/portal/orangecountyfl

PROPOSAL SUBMISSION DUE DATE:

Sealed Electronic offers for furnishing the above will be accepted up to 4:00 PM (local time), Tuesday, June 2, 2026, via the electronic procurement portal referenced above.

To maintain a secured sealed process electronic submissions are required to be made through the

OpenGov Procurement portal only at: https://secure.procurenow.com/portal/orangecountyfl.

Firms shall not be permitted to hand-deliver, mail, telephone, fax or email offers. Responses received after the submission deadline and/or transmitted outside of the designated OpenGov

Procurement portal shall be rejected.

PRE-PROPOSALS CONFERENCE:

A Non-Mandatory Pre-Proposal Conference will be held on Tuesday, May 12, 2026, 11:00AM

(local time). The conference can be accessed via the following link, attendance is not mandatory but is encouraged.

https://teams.microsoft.com/meet/250862998793282?p=aRdJ4W2J6aBKngPd0U

Meeting ID: 250 862 998 793 282

Passcode: vg74ny3D

NOTICE TO PROPOSERS:

To ensure that your bid is responsive, you are urged to request clarification or guidance on any issues involving this solicitation before submission of your response. Your point-of-contact for this solicitation is Alina.Hernandez@ocfl.net, Contracting Agent at Alina.Hernandez@ocfl.net.

QUESTIONS:

The question and answer module in OpenGov is being utilized for this solicitation. Timely questions concerning this solicitation shall be submitted in accordance with the deadline for questions, no later than 5:00 PM Thursday, May 14, 2026 via the OpenGov portal.

https://secure.procurenow.com/portal/orangecountyfl https://secure.procurenow.com/portal/orangecountyfl mailto:Alina.Hernandez@ocfl.net i

TABLE OF CONTENTS

DESCRIPTION PAGE

SECTION 1: GENERAL TERMS AND CONDITIONS 1-22

- INSTRUCTION TO PROPOSERS 1

- QUESTIONS REGARDING THIS RFP 1

- INSURANCE REQUIREMENTS 3

- WITHDRAWAL OF PROPOSAL 6

- REFERENCE CHECKS 10

- CONFIDENTIAL INFORMATION 10

- MISTAKES 12

SECTION 2: PURPOSE 1

SECTION 3: PROPOSAL SUBMISSION REQUIREMENTS 1-10

AND DOCUMENTATION

- STATEMENT OF NO PROPOSAL 1

- PREREQUISITE REQUIREMENTS 1

- PROPOSAL FORMAT 2-10

SECTION 4: SELECTION CRITERIA 1

SECTION 5: ATTACHMENTS

- FEE SCHEDULE

- PROPOSAL COVER PAGE

- ACKNOWLEDGEMENT OF ADDENDA

- AUTHORIZED SIGNATORIES/NEGOTIATORS

- DRUG-FREE WORKPLACE FORM

- CONFLICT/NON-CONFLICT OF INTEREST FORM

- E-VERIFICATION CERTIFICATION

- RELATIONSHIP DISCLOSURE FORM

- RELATIONSHIP DISCLOSURE FORM - FREQUENTLY ASKED QUESTIONS (FAQ)

- ORANGE COUNTY SPECIFIC PROJECT EXPENDITURE REPORT

- EXPENDITURE REPORT- FREQUENTLY ASKED QUESTIONS (FAQ)

- AGENT AUTHORIZATION FORM

- LEASED EMPLOYEE AFFIDAVIT

- INFORMATION FOR DETERMINING JOINT VENTURE ELIGIBILITY

ii

SECTION 6: DRAFT CONTRACT

- CONTRACT REDLINES AND EXCEPTIONS

- DRAFT CONTRACT

SECTION 1

GENERAL TERMS AND CONDITIONS

Section 1, General Terms and Conditions | Page 1

GENERAL TERMS AND CONDITIONS

1. INSTRUCTIONS TO PROPOSERS

Proposals shall be submitted via the electronic submission portal at:

https://secure.procurenow.com/portal/orangecountyfl. Responses will be opened per the public meeting notice.

Offers by mail, hand-delivery, e-mail, telephone, or fax shall not be accepted.

Proposals submitted outside of the designated electronic submission portal shall be rejected as non-responsive regardless of where received.

The County shall not be responsible for delays caused by any occurrence. The time/date stamp clock located in the electronic submittal portal shall serve as the official authority to determine lateness of any offer. The submission deadline shall be scrupulously observed. It is the sole responsibility of the proposer to ensure that their proposal reaches the Procurement Division. The decision to refuse to consider a proposal that was received beyond the date/time established in the solicitation shall not be the basis for a protest pursuant to the Orange County Code (Procurement Ordinance).

All proposals will be opened publicly in accordance with the public notice, and the names of all timely proposers shall be read aloud.

Public Openings are held each Wednesday at 9:30am and Friday at 9:30am. A public opening of responses will be conducted at the next posted Procurement Public Meeting following the submission deadline. In the event of a County Holiday or unforeseen delay, responses shall remain sealed until the next public meeting.

Firms will be able to attend the public opening virtually, see the following instructions:

Visit: https://ocfl.webex.com/ocfl/j.php?MTID=m59bb20319c748f1e60a933cf59c7125b

Meeting number: 286 177 361 Password: Go2Meeting

Join by phone Option 1: 1-408-792-6300 Access code: 286 177 361

Join by phone Option 2: 1-617-315-0740 Access code: 286 177 361

Join by phone Option 3: 1-602-666-0783 Access code: 286 177 361

The physical meeting location is 400 E. South Street, 2nd Floor, Orlando, Florida 32801

2. QUESTIONS REGARDING THIS RFP

The question and answer module of OpenGov is being utilized for this solicitation. Timely questions concerning this solicitation shall be submitted in accordance with the deadline for questions. Consideration for modification or alteration of the documents contained in this solicitation shall be requested during the specified question period, before the applicable deadline. Answers for timely questions will be addressed in the OpenGov question and answer module or as an addenda to this solicitation depending on volume. Participants are encouraged to subscribe as a follower and monitor all notifications. The answers to questions or the addendum will be available on the Internet for access by potential proposers. Proposers are instructed not to contact the initiating division directly.

https://secure.procurenow.com/portal/orangecountyfl https://ocfl.webex.com/ocfl/j.php?MTID=m59bb20319c748f1e60a933cf59c7125b

Section 1, General Terms and Conditions | Page 2

Proposers shall not direct any queries or statements concerning their proposal to the Orange

County Procurement Committee or County staff during the selection process, from the time of submission of a proposal until the execution of a contract.

Any proposer who initiates any discussions with staff in any manner other than that described below is subject to disqualification from this procurement. However, you may contact the Contracting Agent at any time during this process, including during the

Black Out Period.

No oral interpretation of this Request for Proposals shall be considered binding. The

County shall be bound by information and statements only when such statements are written and executed under the authority of the Procurement Division Manager.

Beyond questions and answers, any and all modifications, clarifications, interpretations and supplemental instructions will be in the form of a written addendum which, if issued, will be available for download. All addenda and questions/answers so issued shall become part of the Contract Documents and receipt shall be acknowledged as specified herein.

This provision exists solely for the convenience and administrative efficiency of Orange

County. No proposer or other third party gains any rights by virtue of this provision or the application thereof, nor shall any proposer or third party have any standing to sue or cause of action arising there from.

Untimely questions are unable to be submitted in the question and answer module, thereafter respondents raising critical concerns must email 'Procurement Contact Email.

Critical clarifications may be made via addenda, however, untimely questions may not be considered.

3. MULTIPLE AWARD

It is the intent of the County to make multiple awards as a result of this RFP. Proposed projects shall be located within the county boundary.

Funding will be awarded in order of highest ranking to distinct proposer(s) per Lot, according to ranking. In its initial evaluation, the County seeks to make a minimum of two awards in Lot A, and a minimum of one award in lot B. In the event no proposals in Lot A achieve the minimum score of 300 points, awards shall be made in Lot B only. In the event no proposals in Lot B achieve the minimum score of 300 points, awards shall be made in

Lot A only.

Thereafer, in the event of residual funding, awards will be considered in order of highest scoring firm among all the remaining proposals for both Lot A and Lot B, comingled. This approach shall determine the additional awards and ranked alternates in consideration of the residual funds.

Note: Firms receiving an award in Lot A shall be ineligible for award in Lot B.

Proposers shall clearly state which Lot they are proposing for under this RFP.

Section 1, General Terms and Conditions | Page 3

4. INSURANCE

Vendor/Contractor agrees to maintain on a primary basis and at its sole expense, at all times throughout the duration of this contract the following types of insurance coverage with limits and on forms (including endorsements) as described herein. These requirements, as well as the County’s review or acceptance of insurance maintained by Vendor/Contractor is not intended to and shall not in any manner limit or qualify the liabilities assumed by

Vendor/Contractor under this contract. Vendor/Contractor is required to maintain any coverage required by federal and state workers’ compensation or financial responsibility laws including but not limited to Chapter 324 and 440, Florida Statutes, as may be amended from time to time.

The Vendor/Contractor shall require and ensure that each of its sub-Vendors/sub-

Contractors providing services hereunder (if any) procures and maintains until the completion of their respective services, insurance of the types and to the limits specified herein.

Insurance carriers providing coverage required herein must be licensed to conduct business in the State of Florida and must possess a current A.M. Best’s Financial Strength Rating of

A- Class VIII or better.

(Note: State licenses can be checked via www.floir.com/companysearch/ and A.M. Best

Ratings are available at www.ambest.com)

Required Coverage:

Commercial General Liability - The Vendor/Contractor shall maintain coverage issued on the most recent version of the ISO form as filed for use in Florida or its equivalent, with a limit of liability of not less than $Click here to enter text per occurrence.

Vendor/Contractor further agrees coverage shall not contain any endorsement(s) excluding or limiting Product/Completed Operations, Contractual Liability, or Separation of

Insureds. The General Aggregate limit shall either apply separately to this contract or shall be at least twice the required occurrence limit.

Required Endorsements:

Additional Insured- CG 20 26 or CG 20 10/CG 20 37 or their equivalents.

Note: CG 20 10 must be accompanied by CG 20 37 to include products/completed operations

Waiver of Transfer of Rights of Recovery- CG 24 04 or its equivalent.

Note: If blanket endorsements are being submitted please include the entire endorsement and the applicable policy number.

Business Automobile Liability - The Vendor/Contractor shall maintain coverage for all owned; non-owned and hired vehicles issued on the most recent version of the ISO form as filed for use in Florida or its equivalent, with limits of not less than

$500,000 (five hundred thousand dollars) per accident. In the event the Vendor/Contractor does not own automobiles the Vendor/Contractor shall maintain coverage for hired and non-owned auto liability, which may be satisfied by way of endorsement to the

Commercial General Liability policy or separate Business Auto Liability policy.

http://www.floir.com/companysearch/ http://www.ambest.com/

Section 1, General Terms and Conditions | Page 4

Workers' Compensation - The Vendor/Contractor shall maintain coverage for its employees with statutory workers' compensation limits, and no less than $100,000 each incident of bodily injury or disease for Employers' Liability. Elective exemptions as defined in Florida Statute 440 will be considered on a case-by-case basis. Any

Vendor/Contractor using an employee leasing company shall complete the Leased

Employee Affidavit.

Required Endorsements:

Waiver of Subrogation- WC 00 03 13 or its equivalent

Pollution Liability- with a limit of not less than $1,000,000 per occurrence/claim

When a self-insured retention or deductible exceeds $100,000 the COUNTY reserves the right to request a copy of Vendor/Contractor most recent annual report or audited financial statement. For policies written on a “Claims-Made” basis the Vendor/Contractor agrees to maintain a retroactive date prior to or equal to the effective date of this contract. In the event the policy is canceled, non-renewed, switched to occurrence form, or any other event which triggers the right to purchase a Supplemental Extended Reporting Period (SERP) during the life of this contract the Vendor/Contractor agrees to purchase the SERP with a minimum reporting period of not less than two years. Purchase of the SERP shall not relieve the Vendor/Contractor of the obligation to provide replacement coverage.

By entering into this contract Vendor/Contractor agrees to provide a waiver of subrogation or a waiver of transfer of rights of recovery, in favor of the County for the workers’ compensation and general liability policies as required herein. When required by the insurer or should a policy condition not permit the Vendor/Contractor to enter into a pre-loss agreement to waive subrogation without an endorsement, then Vendor/Contractor agrees to notify the insurer and request the policy be endorsed with a Waiver of

Subrogation or a Waiver of Transfer of Rights of Recovery Against Others endorsement.

Prior to execution and commencement of any operations/services provided under this contract the Vendor/Contractor shall provide the COUNTY with current certificates of insurance evidencing all required coverage. In addition to the certificate(s) of insurance the Vendor/Contractor shall also provide endorsements for each policy as specified above.

All specific policy endorsements shall be in the name of the Orange County. Florida.

For continuing service contracts renewal certificates shall be submitted immediately upon request by either the COUNTY or the COUNTY’s contracted certificate compliance management firm. The certificates shall clearly indicate that the Vendor/Contractor has obtained insurance of the type, amount and classification as required for strict compliance with this insurance section. Vendor/Contractor shall notify the COUNTY not less than thirty (30) business days (ten business days for non-payment of premium) of any material change in or cancellation/non-renewal of insurance coverage. The Vendor/Contractor shall provide evidence of replacement coverage to maintain compliance with the aforementioned insurance requirements to the COUNTY or its certificate management representative five

(5) business days prior to the effective date of the replacement policy (ies).

Section 1, General Terms and Conditions | Page 5

The certificate holder shall read:

Orange County, Florida

Risk Management Division

109 E. Church Street, Suite 200

Orlando, FL 32801

5. LAWS AND REGULATIONS

The Respondent's attention is directed to the fact that all applicable Federal and State laws, municipal and county ordinances, and the rules and regulations of all authorities having jurisdiction over any part of the project shall apply to the Contract throughout, and they will be deemed to be included in the Contract the same as though herein written.

Respondents are hereby provided notice of the provisions of Section 287.05701, Florida

Statutes

6. ACCEPTANCE/REJECTION/CANCELLATION

The County reserves the right to accept or reject any or all proposals, with or without cause, to waive technicalities, or to accept the proposal which, in its sole judgment best serves the interest of the County, or to award a contract to the next most qualified proposer if a successful proposer does not execute a contract within thirty (30) days after approval of the selection by the Board of County Commissioners or other competent authority.

The County also reserves the right to reject the proposal of any proposer who has previously failed in the proper performance of an award or to deliver on time contracts of a similar nature or who, in the County’s opinion, is not in a position to perform properly under this award. The County reserves the right to inspect all facilities of proposers in order to make a determination as to the foregoing.

Orange County reserves the right, and the Manager of Procurement Division has absolute and sole discretion, to cancel a solicitation at any time prior to approval of the award by the Board of County Commissioners when such approval is required. The decision to cancel a solicitation cannot be the basis for a protest pursuant to the Orange County Code.

7. DEVELOPMENT OR ASSISTANCE IN DEVELOPMENT OF SPECIFICATIONS/

REQUIREMENTS/ STATEMENTS OF WORK

Firms and/or individuals that assisted in the development or drafting of the specifications, requirements, statements of work, or solicitation documents contained herein are excluded from competing for this solicitation.

This shall not be applicable to firms and/or individuals providing responses to a publicly posted Request for Information (RFI) associated with a solicitation.

8. CLARIFICATION

The County reserves the right to request clarification of information submitted and to request additional information of one or more proposers.

Section 1, General Terms and Conditions | Page 6

9. WITHDRAWAL OF PROPOSAL

Any proposal may be withdrawn until the date and time set above for the submission of the proposals. Any proposals not so withdrawn shall constitute an irrevocable offer, for a period of one hundred and twenty (120) days, to provide to the County the services set forth in this Request for Proposals, or until one or more of the proposals have been awarded.

10. SEALED PROPOSALS

Proposals shall be submitted via the electronic submission portal at:

https://secure.procurenow.com/portal/orangecountyfl, prior to the submission deadline. Proposals will be opened and proposer names shall be disclosed per the public meeting notice.

11. PROPOSAL PREPARATION

Costs of preparation of a response to this request for proposals are solely those of the

Proposer. The County assumes no responsibility for any such costs incurred by the

Proposer. The Proposer also agrees that the County bears no responsibility for any costs associated with any administrative or judicial proceedings resulting from the solicitation process.

12. ACCOUNTING SYSTEM

The Contractor shall establish and maintain a reasonable accounting system, which enables ready identification of Contractor’s cost of goods and use of funds. The accounting system shall also include adequate records and documents to justify all prices for all items invoiced as well as all charges, expenses and costs incurred in providing the goods for at least five

(5) years after completion of this contract. The County or designee shall have access to books, records, subcontract(s), financial operations, and documents of the Contractor or its subcontractors, as required to comply with this section, for the purpose of inspection or audit anytime during normal business hours at the Contractor’s place of business. This right to audit shall include the contractor’s subcontractors used to procure goods or services under the contract with the County. Contractor shall ensure the County has these same rights with subcontractor(s) and suppliers.

13. SHORTLISTS, PROTESTS AND LOBBYING

The recommended award will be posted for review by interested parties at the Procurement

Division and at: http://apps.ocfl.net/OrangeBids/AwardsRec/default.asp prior to submission through the appropriate approval process and will remain posted for a period of five (5) full business days.

Orange County Lobbyist Regulations General Information http://www.orangecountyfl.net/OpenGovernment/LobbingAtOrangeCounty.aspx

A lobbying blackout period shall commence upon issuance of the solicitation until the

Board selects the Contractor. For procurements that do not require Board approval, the blackout period commences upon solicitation issuance and concludes upon contract award.

https://secure.procurenow.com/portal/orangecountyfl http://apps.ocfl.net/OrangeBids/AwardsRec/default.asp http://www.orangecountyfl.net/OpenGovernment/LobbingAtOrangeCounty.aspx

Section 1, General Terms and Conditions | Page 7

The Board of County Commissioners may void any contract where the County Mayor, one or more County Commissioners, or a County staff person has been lobbied in violation of the black-out period restrictions of Ordinance No. 2002-15.

Orange County Protest Procedures http://www.orangecountyfl.net/VendorServices/VendorProtestProcedures.aspx

Failure to file a protest with the Procurement Manager by 5:00 PM on the fifth full business day, after posting, shall constitute a waiver of bid protest proceedings.

Information regarding Procurement Committee scheduling and Board approvals is available by calling the Procurement Reception Desk at (407) 836-5635.

14. PUBLIC ENTITY CRIME

Section 287.133(3)(d), Florida Statutes, provides that the Florida Department of

Management Services shall maintain a list of the names and addresses of those who have been disqualified from participating in the public contracting process under this section.

http://www.dms.myflorida.com/business_operations/state_purchasing/vendor_infor mation/convicted_suspended_discriminatory_complaints_vendor_lists/convicted_ve ndor_list

A person or affiliate who has been placed on The Convicted Vendor list following a conviction for a public entity crime shall not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, shall not submit bids on leases of real property to a public entity, shall not be awarded or perform work as a contractor, supplier, subcontractor, or Contractor under a contract with a public entity, and shall not transact business with any public entity in excess of the threshold amount provided in Florida Statute Section 287.017, for CATEGORY TWO for a period of thirty-six (36) months from the date of being placed on The Convicted Vendor List.

15. AVAILABILITY OF FUNDS

The obligations of the County under this award are subject to the availability of funds lawfully appropriated for its purpose by the State of Florida and the Orange County Board of County Commissioners, or other specified funding source for this procurement.

16. TOBACCO FREE CAMPUS

All Orange County operations under the Board of County Commissioners shall be tobacco free. This policy shall apply to parking lots, parks, break areas and worksites. It is also applicable to contractors and their personnel during contract performance on county-owned property. Tobacco is defined as tobacco products including, but not limited to, cigars, cigarettes, e-cigarettes, pipes, chewing tobacco and snuff. Failure to abide by this policy may result in civil penalties levied under Chapter 386, Florida Statutes and/or contract enforcement remedies.

http://www.orangecountyfl.net/VendorServices/VendorProtestProcedures.aspx http://www.dms.myflorida.com/business_operations/state_purchasing/vendor_information/convicted_suspended_discriminatory_complaints_vendor_lists/convicted_vendor_list http://www.dms.myflorida.com/business_operations/state_purchasing/vendor_information/convicted_suspended_discriminatory_complaints_vendor_lists/convicted_vendor_list http://www.dms.myflorida.com/business_operations/state_purchasing/vendor_information/convicted_suspended_discriminatory_complaints_vendor_lists/convicted_vendor_list

Section 1, General Terms and Conditions | Page 8

17. SINGLE-USE PRODUCTS

The Board of County Commissioners has established a single-use products and plastic bags policy intended to reduce the use of products which have become globally recognized as having lasting negative impacts on the environment.

Neither single-use products nor plastic bags may be sold or disbursed on County property by staff or contracted vendors, except as set forth in Orange County Administrative

Regulation 9.01.03. Failure to comply with the Regulation may result in termination of the contract or other contractual remedies, and may affect future contracting with the County.

The use of reusable, recyclable, biodegradable, or compostable materials is encouraged.

18. VERIFICATION OF EMPLOYMENT STATUS

The Contractor is required to be registered with the U.S. Department of Homeland

Security’s E-Verify system prior to entering into a contract with Orange County. The

Contractor shall use the E-Verify system to verify the employment eligibility of all new employees hired by the Contractor during the contract term. The Contractor shall include an express provision in all of its subcontracts requiring subcontractors, who perform work or provide services pursuant to the contract, to use the E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the contract term. The Contractor shall obtain from its subcontractor(s) an affidavit stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The Contractor shall maintain a copy of such affidavit for the duration of the contract. For more information on this process, please refer to United States Citizenship and Immigration Service site at:

http://www.uscis.gov/portal/site/uscis.

Only those employees determined eligible to work within the United States shall be employed under this contract.

By submission of a proposal in response to this solicitation, the Contractor affirms that all employees in the above categories shall undergo e-verification before placement on this contract. The Contractor shall commit to comply with this requirement by completing the

E-Verification certification, attached to this solicitation.

A public employer, contractor, or subcontractor who has a good faith belief that a person or entity with which it is contracting has knowingly violated Section 448.09(1), Florida

Statutes is obligated to terminate the contract with the person or entity pursuant to Section

448.095(5)(c)1, Florida Statutes. If Orange County terminates the contract for the foregoing reason, the contractor may not be awarded a public contract for at least one (1) year after the date on which the contract was terminated, and the contractor will be liable for any additional costs incurred by Orange County as a result of the termination of the contract.

19. EQUAL OPPORTUNITY

It is hereby declared that equal opportunity and nondiscrimination shall be the County’s policy intended to assure equal opportunities to every person, regardless of race, religion, sex, sexual orientation and gender expression/identity, color, age, disability or national http://www.uscis.gov/portal/site/uscis

Section 1, General Terms and Conditions | Page 9 origin, in securing or holding employment in a field of work or labor for which the person is qualified, as provided by Section 17-314 of the Orange County Code and the County

Administrative Regulations.

Further, the Contractor shall abide by the following provisions:

A. The Contractor shall represent that the Contractor has adopted and maintains a policy of nondiscrimination as defined by applicable County ordinance throughout the term of this contract.

B. The Contractor shall allow reasonable access to all business and employment records for the purpose of ascertaining compliance with the non-discrimination provision of the contract.

The provisions of the prime contract shall be incorporate by the Contractor into the contracts of any applicable subcontractors.

20. CONFLICT OF INTEREST

The award is subject to provisions of applicable State Statutes and County Ordinances. All proposers must disclose with their offer the name of any officer, director, or agent who is also an employee of Orange County. Further, all proposers must disclose the name of any

County employee who owns, directly or indirectly, an interest of ten percent (10%) or more in the Proposer’s firm or any of its branches. Should the Contractor permanently or temporarily hire any County employee who is, or has been, directly involved with the

Contractor prior to or during performance of the resulting contract, the contract shall be subject to immediate termination by the County.

21. DEBRIEFING OF PROPOSERS

Not later than 30 days after Board approval of a selection or shortlist, a proposer may submit a written request to the applicable contracting agent for a debriefing on the evaluation of their proposal. The contracting agent will schedule a meeting with the

Proposer for the debriefing. However, at the Proposer’s request, the debriefing may be conducted via telephone conference. The debriefing shall include the following minimum information:

A. Key requirements of the solicitation.

B. The overall ranking of all proposals.

C. The significant weaknesses or deficiencies in the proposal in response to the requirements of the solicitation.

D. If requested, an explanation of the score received for each evaluation criteria will be provided, including costs, if applicable.

E. If applicable, a summary of the rationale for award.

F. Responses to any relevant questions of the Proposer.

Untimely debriefing requests will also be considered.

Section 1, General Terms and Conditions | Page 10

22. REFERENCE CHECKS

The contact person listed as a reference shall be someone who has personal knowledge of the Proposer’s performance during the referenced contract. Contact persons shall have been informed that they are being used as a reference and that the County may be contacting them. More than one person can be listed but all shall have knowledge of the project. DO

NOT list principals or officers who will not be able to answer specific questions regarding the project.

Failure of references listed to respond to the County’s inquiries may negatively impact the evaluation of the Proposal. The reference shall be the owner or a representative of the owner.

23. CONFIDENTIAL INFORMATION

In accordance with Chapter 119 of the Florida Statutes (Public Records Law), and except as may be provided by other applicable State or Federal Law, all bidders/proposers should be aware that formal solicitations and the responses thereto are in the public domain.

Requests for confidential treatment will not supersede the County’s legal obligation to provide records to the public consistent with public records law. Bidders/proposers must cite specific, applicable legal grounds to support a request for confidential treatment, of any portion of a bid/proposal. Requests by bidders/proposers to keep entire bids/proposals confidential are generally not supported by public records laws. At a minimum, the County will disclose the successful bidder’s/proposer’s name, the substance of the bid/proposal, and the price.

If the bidder/proposer requests confidential treatment, bidder/proposer must submit an additional copy of the bid/proposal with the proposed confidential information redacted.

This copy must include a general description of the information redacted, and shall only be redacted in the least expansive manner necessary to effectuate the requested exemption(s).

In a separate attachment, bidder/proposer shall supply a listing of the provisions identified by section number for which it seeks confidential treatment and identify the statutory basis under Florida law, including a detailed justification for exempting the information from public disclosure.

Bidder/proposer shall hold harmless and indemnify the County for all claims, actions, suits, judgments, fines, costs or damages the County may incur as a result of bidder’s/proposer’s request for confidential treatment of its bid/proposal. Bidder/proposer agrees and understands that the County may make copies of, and distribute, the bid/proposal without any requested redactions, to facilitate evaluation. Bidder/proposer warrants that such copying will not violate the rights of any third party.

24. PUBLIC RECORDS COMPLIANCE

(APPLICABLE FOR SERVICE CONTRACTS)

Orange County is a public agency subject to Chapter 119, Florida Statutes. The Contractor agrees to comply with Florida’s Public Records Law. Specifically, the Contractor shall:

1. Keep and maintain public records required by Orange County to perform the service.

Section 1, General Terms and Conditions | Page 11

2. Upon request from Orange County’s custodian of public records, provide Orange

County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law.

3. Ensure that public records that are exempt or confidential and exempt from the public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to Orange County.

4. Upon completion of the contract, Contractor agrees to transfer at no cost to Orange

County all public records in possession of the Contractor or keep and maintain public records required by Orange County to perform the service. If the Contractor transfers all public record to Orange County upon completion of the contract, the

Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to Orange County, upon request from Orange

County’s custodian of public records, in a format that is compatible with the information technology systems of Orange County.

5. A Contractor who fails to provide the public records to Orange County within a reasonable time may be subject to penalties under section 119.10, Florida Statutes.

6. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE

APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO

THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC

RECORDS RELATING TO THIS CONTRACT, CONTACT THE

CUSTODIAN OF PUBLIC RECORDS AT :

PROCUREMENT PUBLIC RECORDS LIAISON

400 E. SOUTH STREET, 2ND FLOOR, ORLANDO, FL 32801

PROCUREMENTRECORDS@OCFL.NET, 407-836-5635

25. FEDERAL AND STATE TAX

The County is exempt from Federal and State Sales and Use Taxes for tangible personal property (Certificate of Registry for tax transactions under Chapter 32, Internal Revenue

Code and Florida Sales/Use Tax Exemption Certificate). The Manager, Procurement

Division will sign an exemption certificate submitted by the Contractor.

Contractors doing business with the County shall not be exempted from paying sales tax to their suppliers for materials to fulfill contractual obligations with the County, nor shall any Contractor be authorized to use the County’s Tax Exemption Number in securing such materials.

mailto:ProcurementRecords@ocfl.net

Section 1, General Terms and Conditions | Page 12

26. PROPRIETARY/RESTRICTIVE SPECIFICATIONS

If a proposer considers the specification contained herein to be proprietary or restrictive in nature, thus potentially resulting in reduced competition, they are urged to contact the

Procurement Division prior to bid opening. Specifications which are unrelated to performance will be considered for deletion via addendum to this Request for Proposals.

27. MISTAKES

In the event of extension error(s), the unit prices will prevail and the proposer’s total offer will be corrected accordingly. In the event of addition errors, the extended totals will prevail and the Proposer’s total will be corrected accordingly. Any discrepancy between words and numbers will be resolved in favor of the written words. Proposers must check their submissions where applicable. Failure to do so will be at the Proposer’s risk.

Proposals having erasures or corrections must be initialed in ink by the Proposer.

28. CONTRACTUAL AGREEMENT

This solicitation shall be included and incorporated in the final contract or purchase order.

The order of contract precedence will be the contract (purchase order), solicitation, and proposal. Any and all legal actions associated with this Request for Proposals and/or the resultant contract (purchase order) shall be governed by the laws of the State of Florida.

Venue for any litigation involving this contract shall be the Ninth Circuit Court in and for

Orange County, Florida.

29. PAYMENT TERMS/DISCOUNTS

The County’s payment terms are in accordance with Florida Statute 218, Local

Government Prompt Payment Act. Cash discounts for prompt payment will be considered in determining the lowest net cost for fee proposal evaluation purposes. Notwithstanding the above, discount payment terms shall not be less than net 30 calendar days from receipt of correct invoice.

30. CERTIFICATION OF INDEPENDENT PRICE DETERMINATION

By submission of this offer, the Proposer certifies, and in the case of a joint proposal each party thereto certifies as to its own organization, that in connection with this procurement:

A. The prices in this offer have been arrived at independently, without consultation, collusion, communication, or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other proposer or with any competitor.

B. Unless otherwise required by law, the prices which have been offered in this proposal have not been knowingly disclosed by the Proposer and will not knowingly be disclosed by the Proposer prior to opening, directly or indirectly to any other Proposer or to any competitor; and, C. No attempt has been made or shall be made by the Proposer to induce any other person or Proposer to submit or not to submit an offer for the purpose of restricting competition.

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31. ANTI-HUMAN TRAFFICKING

By submitting an offer in response to this solicitation, the respondent acknowledges that, if recommended for award, the timely execution of a Human Trafficking Affidavit is a condition of the contract.

Execution of any contract resulting from the award of this solicitation shall require respondents to attest, under penalty of perjury, that Contractor does not use coercion for labor or services as defined in Section 787.06(2), Florida Statutes. Respondents are cautioned to review this form in detail as it is a firm requirement of the Contract. The

Human Trafficking Affidavit can be found at on the County's Forms and Resources website

(https://www.ocfl.net/vfr).

32. FUNDING RESOURCES

The County has budgeted thirty-five million dollars ($35,000,000) of funding to be used for the eligible activities identified in this RFP. This total amount will come from Orange

County’s Affordable Housing Trust Fund Program (AHTF). These funds will only be eligible for construction of new housing units, excluding rehabilitation of existing units.

Funds are eligible for projects throughout Orange County, including the City of Orlando.

The amount of funding per project available will be broken into two (2) LOTS:

LOT A – Lot A is for projects utilizing federal, state, and/or FHFC tax exempt multi-family bonds and 4% tax credits, excluding State Apartment Incentive Loan (SAIL) funding. The maximum funding available per project is $7 million per project.

LOT B – Lot B is for projects utilizing federal and state funding, including State

Apartment Incentive Loan (SAIL) funding. The maximum funding available per project is $3 million per project.

Projects pursuing or receiving 9 percent Tax Credits will not be eligible for any funding under this RFP.

33. FUNDING COMMITMENT

Successful applicants will have one-hundred and twenty (120) days from Board approval to produce a firm financial commitment from a lender for the project. The firm commitment shall include: funding terms, specific interest rate for construction and permanent loans, signature of all parties, including acceptance by the applicant, name address and telephone number of loan officer. If a firm commitment is not produced within one-hundred and twenty (120) days from Board approval then the County will have the right to terminate negotiations with that applicant and commence negotiations with the next qualified applicant.

Successful applicants under this RFP who have already been, or are awarded SAIL funding in the future, related to their proposed project must provide Orange County with a copy of their successful SAIL application.

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Applicants who have already received a SAIL award, but have not closed on their SAIL loan are eligible to apply for Lot B under this RFP.

34. LOCAL REQUIREMENTS

The selected project(s) shall comply with the following requirements and regulations:

A. Repayment - Any housing assisted with AHTF funds which does not meet the affordability requirements for the specific period of time agreed upon, shall repay funds extended to the development.

B. Monitoring and Compliance - Participating entities shall be monitored for compliance with AHTF requirements. Program compliance shall be assessed through annual reports for compliance with program requirements and on-site reviews. The owner/management company shall maintain a rent roll of all tenants residing in each unit on an annual basis through the end of the compliance period.

C. Fair Housing Requirements - Participants in the AHTF program shall be required to use fair housing practices in soliciting tenants, determining eligibility and concluding all transactions.

Each participating entity shall affirmatively further fair housing according to the

Fair Housing Act and applicable Orange County requirements. An owner advertising vacant units shall include the equal opportunity logo or statement on the application and lease. Media advertising may include newspapers, radio, television, brochures, leaflets, web based marketing, direct mail, or may involve a sign on the property. The owner may wish to use community organizations, places of worship, employment centers, fair housing groups, housing counseling agencies, social service centers or medical centers as resources for this outreach.

Outreach efforts on the part of the owner shall also be evaluated by reviewing marketing efforts. This assessment shall be made during the rent-up and marketing of the units by use of compliance certification or personal monitoring visits to the project. The selected applicant shall provide an annual assessment of the affirmative marketing plan of the project.

D. Disbursement of Funds - The County and its servicer shall make periodic inspections of the project throughout the construction period. Funds shall be disbursed on a per draw basis for work in place, after an inspection by the designated servicer. The building(s) shall be inspected again at the completion of construction or rehabilitation. Should the project not be completed, all AHTF funds shall be repaid within thirty (30) days from official notification by the County.

35. MORTGAGE REQUIREMENTS

All program funds shall be secured by a mortgage and promissory note upon the real property constituting the project. Mortgage terms shall include interest only payments during the construction period. After the construction period ends, principle and interest payments shall begin and amortized over a minimum period of 25 years. Any mortgage(s) and note(s) shall be in a form acceptable to the County.

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Different amortization schedules, including payment schedules based on available cash-flow of the project, may be proposed and/or negotiated with successful applicant(s)

36. PROJECT AGREEMENT

Successful applicant(s) shall have one-hundred and twenty (120) days from the date of

Board approval to execute an Agreement. If the agreement is not executed within one-hundred and twenty (120) from the date of Board approval, then, the County shall have the right to terminate negotiations with that applicant and commence negotiations with the next qualified applicant.

37. COMPREHENSIVE FINANCIAL ASSESSMENT

The County may utilize the services of an agency to conduct a comprehensive financial assessment of each project, coordinate loan closing, and if appropriate, construction management and servicing of loans under this RFP.

38. LOAN COMMITMENT FEE

Successful applicants applying for AHTF loan shall be required to provide a loan commitment fee of up to 1 percent to cover the cost associated with coordinating and conducting the loan closing. Applicants shall pay other costs incurred in procuring and making loans, such as a $2,000 application fee and an additional underwriting fee of $3,000 to Orange County or its agent. An additional underwriting fee of $1,000 will be charged each time a preliminary or final underwriting report needs to be modified. The applicant will be charged by the County or its agent.

39. FEE DISCLOSURE

The developer fee and general contractor fee must be disclosed. In the event the developer fee and/or general contractor fee are/is not disclosed on the Development Cost Pro forma, the County will assume that these fees will be the maximum allowable under this RFP and will add the maximum amount(s) to Total Development Cost. If an applicant lists a developer fee or general contractor fee that exceeds the industry standards, the County will adjust the fee to the maximum allowable.

40. DEVELOPER/CONTRACTOR FEES

Orange County prefers that its funds are used for hard construction costs. Orange County funds may be used toward other costs, which may be negotiated during the drafting of the developer’s agreement.

41. SET ASIDE REQUIREMENTS:

A. In an effort to further Orange County’s Housing for All goals, all developments assisted under this RFP should seek to meet these goals:

• Create new housing units;

• Preserve affordability; and

• Provide financial empowerment and homebuyer education opportunities.

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B. Each development must construct a minimum of 75 units or more, and set aside a percentage of the total units for eligible low or very low income residents for the duration of the affordability period.

All developments seeking assistance under this RFP should indicate the number and percentage of total units for extremely low (35% AMI), very low (50% AMI) and low income (60% AMI) households. The average income of the project’s tenants must be no greater than 60% AMI. No affordable units shall exceed 80%

AMI.

C. Proposers should consider special targeting and services to reduce housing barriers for extremely low,very low, and low income families and individuals. These housing challenges may include financial hardships from job loss, death in the household, health issues, or other non-controllable events. The County also encourages project owners to take a new approach to the leasing approval process related to criminal background checks.

Orange County believes it is important for project owners to set-aside a certain percent of units for special targeting that reduces or waives requirements such as application fees and considers adjusting other barriers such as minimum income requirements, disqualification due to previous evictions, or criminal record. The amount of units to be set-aside as lower barrier units will be determined by the applicant as outlined under special targeting set-aside.

The project owner shall be required to enter into an agreement with the county for a minimum of 25 years and provide all documentation at the request of the County to confirm the special targeting requirement is being fulfilled as well as the affordable unit set-aside.

Preference will be given to proposals targeting extremely low, very low, and low income families and individuals with special needs (as described below).

Individuals with special needs are defined in 420.0004(13) FL Statutes to include one or more of the following categories:

o An adult person requiring independent living services in order to maintain housing or develop independent living skills and who has a disabling condition as defined in 420.0004(7);

o A young adult formerly in foster care who is eligible for services under s.

409.1451(5);

o A survivor of domestic violence as defined in s. 741.28; or o A person receiving benefits under the Social Security Disability Insurance

(SSDI) program or the Supplemental Security Income (SSI) program or from veterans’ disability benefits.

D. Successful applicants shall provide an appraisal within 120 (one-hundred and twenty) days of the award in a format that is acceptable to Orange County or its agent.