RFQ Q26001 - DEVELOPER PARTNER.pdf

REQUEST FOR QUALIFICATIONS (RFQ)

No. Q26001

Developer Partner

REQUEST FOR QUALIFICATIONS (RFQ) No. Q26001, Developer Partner

PEORIA HOUSING AUTHORITY, IL

Table of Contents [Table No. 1]

Section Description Page Introduction 3 RFQ Information at a Glance 3

1.0 The Agency’s Reservation of Rights 4

2.0 Scope of Work/Technical Specifications 5

2.1 Pertaining to the Successful Proposer 5

2.2 Anticipated General Scope of Services 5

2.3 Potential Development Locations 6

2.4 Background Information 6

2.5 The Role of the Selected Developer Partner 6

2.6 The Developer’s Anticipated Qualifications/Experience/Expertise 13

2.7 Role of the Agency 14

2.8 Full Disclosure 15

2.9 Previous/Current Contractor(s) 15

3.0 Proposal Format 16

3.1 Tabbed Proposal Submittal 16

3.2 No Fees to be Initially Proposed 18

3.3 Proposal Submission 18

3.4 Proposer's Responsibilities — Contact with the Agency 21

3.5 Proposer's Responsibilities — Equal Employment Opportunity and

Supplier Diversity

3.6 Pre-proposal Conference 23

3.7 Recap of Attachments 23

4.0 Proposal Evaluation 21

4.1 Evaluation Factors 21

4.2 Evaluation Method/Plan 21

5.0 Contract Award 24

5.1 Contract Award Procedure 24

5.2 Contract Conditions 24

5.3 Contract Period 25

5.4 Licensing and Insurance Requirements 25

5.5 Contract Services Standards 26

5.6 Prompt Return of Contract Documents 26

Index of Tables 26

INTRODUCTION

The Peoria Housing Authority (hereinafter, “the Agency”) is a public entity that was formed to provide federally subsidized housing and housing assistance to low-income families, within the Peoria, Illinois area.

The Agency is headed by an Executive Director (ED) and is governed by a seven-person Board of Commissioners and is subject to the requirements of Title 2 of the Code of Federal Regulations (hereinafter, “CFR”) and the Agency’s procurement policy.

Currently, the Agency owns and/or manages: (a) Public Housing Units totaling 659; and (b) the Agency administers 2107 Section 8 Housing Choice Vouchers. The Agency currently has approximately 43 full-time regular employees.

In keeping with its mandate to provide efficient and effective services, the Agency is now soliciting bids from qualified, licensed, and insured, entities to provide the above-mentioned services to the Agency. All bids submitted in response to this solicitation must conform to all the requirements and specifications outlined within this document and any designated attachments in their entirety.

RFQ INFORMATION AT A GLANCE

[Table No. 2]

AGENCY CONTACT PERSON

(NOTE: Unless otherwise specified, any reference herein to “Contracting Officer” or “(CO)” shall be a reference to Ms. Riley)

Ms. Antionette Riley, Interim Deputy Executive Director Telephone: 309-676-8736 ext. 14017 E-mail: procurement@peoriahousing.org

TTY: 800-526-0844

HOW TO OBTAIN THE RFQ DOCUMENTS ON

THE EPROCUREMENT MARKETPLACE

1. Access ha.internationaleprocurement.com (no “www”).

2. Click on the “Login” button in the upper left side.

3. Follow the listed directions.

4. If you have any problems in accessing or registering on the eProcurement Marketplace, please call customer support at (866)526-9266.

PRE-PROPOSAL CONFERENCE NONE SCHEDULED

QUESTION SUBMITTAL DEADLINE Friday, August 14, 2026, 3:00 PM CT

HOW TO FULLY RESPOND TO THIS RFQ BY

SUBMITTING A PROPOSAL SUBMITTAL

1. As directed within Section 3.2.1 of the RFQ document, submit proposed pricing, where provided for within the eProcurement Marketplace.

2. As instructed within Section 3.0 of this RFQ Document, submit sealed 3 copies of your "hard copy" proposal to the Agency Administrative Office.

PROPOSAL SUBMITAL RETURN & DEADLINE *Monday, August 31, 2026, 3:00 PM CT 100 South Richard Pryor Place, Peoria, IL 61605 (The sealed “hard copy” proposal documentation must be received in-hand and time-stamped by the Agency by no later than 3:00 PM ET on this date).

1.0 THE AGENCY’S RESERVATION OF RIGHTS. The Agency reserves the right to:

1.1 Right to Reject, Waive, or Terminate the RFQ. Reject any or all proposals, to waive any informality in the RFQ process, or to terminate the RFQ process at any time, if deemed by the Agency to be in its best interests.

1.2 Right to Not Award. Not to award a contract pursuant to this RFQ.

1.3 Right to Terminate. Terminate a contract awarded pursuant to this RFQ, at any time for its convenience upon 10 days written notice to the successful proposer(s).

1.4 Right to Determine Time and Location. Determine the days, hours, and locations that the successful proposer(s) shall provide the services called for in this RFQ.

1.5 Right to Retain Proposals. Retain all proposals submitted and not to permit withdrawal for a period of 60 days subsequent to the deadline for receiving proposals without the written consent of the Agency Executive Director (ED).

1.6 Right to Negotiate. Negotiate the fees proposed by the proposer entity.

1.7 Right to Reject any Proposal. Reject and not consider any proposal that does not meet the requirements of this RFQ, including but not necessarily limited to incomplete proposals and/or proposals offering alternate or non-requested services.

1.8 No Obligation to Compensate. Have no obligation to compensate any proposer for any costs incurred in responding to this RFQ.

1.9 Right to Prohibit. At any time during the RFQ or contract process to prohibit any further participation by a proposer or reject any proposal submitted that does not conform to any of the requirements detailed herein. By accessing the eProcurement Marketplace (hereinafter, a.k.a., “the Marketplace”) and by downloading this document, each prospective proposer is thereby agreeing to abide by all terms and conditions listed within this document and within the eProcurement Marketplace, and further agrees that he/she will inform the CO in writing within 5 days of the discovery of any item listed herein or of any item that is issued thereafter by the Agency that he/she feels needs to be addressed. Failure to abide by this timeframe shall relieve the Agency, but not the prospective proposer, of any responsibility pertaining to such an issue.

1.10 Right to Reject – Obtaining Competitive Solicitation Documents. The eProcurement

Marketplace is the only official and appropriate venue to obtain the competitive solicitation documents (and any other information pertaining to the competitive solicitation such as addenda). Accordingly, by submitting a response to this competitive solicitation the respondent thereby affirms that he/she obtained all information on the eProcurement Marketplace. Any other group such as a proposal depository that informs potential respondents of the availability of such competitive solicitations are hereby instructed to not distribute these documents to any such potential respondents, but to instruct the potential respondents to visit the eProcurement Marketplace to obtain the documents. The Agency will reject without consideration any response submitted from a firm that has not obtained the documents from the eProcurement Marketplace.

2.0 SCOPE OF WORK/TECHNICAL SPECIFICATIONS. The Agency is seeking proposals from qualified individuals to provide the Agency with the following Developer Partner services.

2.1 Pertaining to the Successful Proposer. Hereinafter, when talking about the “selected successful proposer,” the Agency may utilize any of the following terms (or any combination of the terms):

2.1.1 “Successful Proposer” or “Successful Proposer(s);”

2.1.2 “Selected Firm” or “Selected Firm(s);”

2.1.3 “Developer” or “Developer(s);” or

2.1.4 “Developer Partner” or “Developer Partner(s).”

2.1.5 The terms may be utilized in the “singular” form because the Agency reserves the right to at any time during the ensuing contract period(s) to select one firm only to provide the listed required services: or,

2.1.6 The terms may be utilized in the “plural” because the Agency reserves the right at any time during the ensuing contract period(s) to select more than one firm to provide services.

2.1.7 Whenever the term is utilized in the “singular,” such requirement may also be applied as if the term has been utilized in the “plural;” meaning, all requirements herein shall apply to any Developer Partner that the Agency may at any time chose to do work with.

2.1.8 Anywhere herein (including within the Attachments listed within the following Table No. 6 herein) when the term “Contractor” is utilized, unless specific reference is made to a “construction contractor,” such term may also mean the same as the terms identified within the preceding Sections

2.1.1 through 2.1.4 herein. It is the responsibility of the prospective or actual proposers to request in writing clarification when there is any doubt as to the application of this requirement (or any other requirements herein).

2.2 Anticipated General Scope of Services. The Agency anticipates that the firm(s) chosen will be an experienced development firm that will assist with the development and/or redevelopment of its existing low-income public housing portfolio as well as create new development opportunities with land that is owned/controlled by PHA or its affiliated non-for-profit entities. The successful proposer(s) will be considered to be the Developer Partner. It is the intent of the Agency that this Developer Partner will direct all development activities under the oversight of the Agency. It is the intent of the Agency that, under a newly created, non-profit affiliate/instrumentality, the Agency will maintain an ownership interest in any redeveloped housing. The Agency recognizes that it does not currently possess the development expertise to carry out the revitalization but seeks a Developer Partner that will assist the Agency in building capacity in both the development and property management areas. The existing public housing developments as noted below in the Program Summary will be evaluated by the Developer Partner and a revitalization/redevelopment plan shall be implemented that will delineate the proposed demolition as well as new multi-phased, multi-unit, mixed-income, residential housing. The Agency envisions the reintegration of the sites into the fabric of adjoining neighborhoods through several general phases of development.

2.3 Potential Development Locations. The locations that the redevelopment may occur at include, but are not limited to, the following locations:

[Table No. 3] (1)

IFB

Section

(2)

Property/Address

(3) No. of

Housing Units

2.3.1 Sterling Towers East & West

2601 W. Reservoir Boulevard, Peoria, IL 61615

2.3.2 River West

312 S. Merriman Street, Peoria, IL 61605

2.3.3 Harrison Homes South

2610 W. Krause Avenue, Peoria IL 61605

2.3.4 Scattered Sites 121

2.3.5 Vacant Sites NA

2.4 Background Information.

2.4.1 RAD applications may be submitted to the Department of Housing and Urban Development (HUD) for certain developments and may be incorporated into the redevelopment financing options accordingly, contingent upon Agency and HUD approval of the same.

2.4.2 The Agency has conducted a competitive solicitation and procured the services of a third-party consultant, Clesia Ventures LLC of Ellenwood, GA, to provide development-related technical assistance to the Agency. To date, the primary focus of this assistance is to develop a strategic plan and preliminary portfolio assessment for the Agency with the input of the Agency staff, and its Board of Commissioners. The Agency anticipates that the Strategic Plan will be made available to all proposers.

2.4.3 The Public Housing Authority (PHA) intends to undertake the redevelopment of the properties identified in Section 2.3 through a comprehensive and coordinated strategic approach. Recognizing the complexity of repositioning public housing assets, the PHA will rely on qualified development partners and consultants to assist in the creation and implementation of a working strategic framework to guide these efforts.

2.4.4 Selected respondents will be expected to collaborate closely with the PHA to evaluate existing conditions, align redevelopment objectives with federal, state, and local requirements, and establish a clear, actionable roadmap for execution. This framework should incorporate, at a minimum, development planning, financing strategies (including but not limited to RAD, LIHTC, and other applicable funding sources), phasing and relocation considerations, community engagement, and long-term asset management.

2.5 The Role of the Selected Developer Partner. The Developer Partner shall be responsible for the following:

2.5.1 Be expected to refine this preliminary work in the Strategic Plan and undertake additional studies as necessary to submit high quality 9% LIHTC application in 2026.

2.5.2 Work closely with the City of Peoria and other community groups and stakeholders who have expressed an interest in the redevelopment of the areas surrounding the public housing sites. Indicate a clear understanding of the approach you will use for the public planning process. The Agency or an instrumentality/affiliate of the Agency will serve as the co-developer for the revitalization effort and intends to be actively involved in the development process.

2.5.3 As it is the Agency’s goal is to have the revitalization efforts to proceed as expeditiously as possible, responses that demonstrate an ability to complete the revitalization on the earliest possible, realistic schedule will be favorably received by the Agency. The developer shall confirm its ability to start work immediately and shall propose a staffing plan that describes the existing commitments of the staff proposed to be assigned to the project.

2.5.4 This RFQ is intended to retain a comprehensive Developer Partner for the revitalization. Respondents shall present to the Agency a complete team including architectural, legal, financial, general construction, and property management services. The Developer Partner shall not be allowed to hold an interest in the selected general contractor firm or the property management firm unless said firms are acceptable and approved by both the Agency and HUD at closing.

2.5.5 Although it is our intent that the Agency will not immediately manage the newly developed units, the Agency will favorably consider those Developer Partners that provide a detailed property management transition plan to allow the Agency to manage the property within 5 years of the development achieving stabilization.

2.5.6 Will be an integral partner with the Agency in the effort to develop a mixed-income community that is integrated with the surrounding neighborhoods.

The Developer Partner will be required to work closely with the Agency and any appropriate neighborhood or community organization.

2.5.7 Oversee and implement redevelopment efforts; and shall provide the necessary staffing, expertise, supervision, and guarantees to implement all aspects of the redevelopment fully and expeditiously as required by the ensuing contract.

2.5.8 Hire and manage consultants and contractors necessary to implement the development; procure other consultants and/or contractors and coordinate all tasks necessary to assist in development of the Master Site Plan and implement the development(s) according to the ensuing contract. At a minimum, the Developer's team will need to include consultants appropriately to cover the architectural, environmental review, market analysis, geo-technical studies, civil, mechanical, and electrical engineering, construction, property management and any other activities deemed necessary by the Developer and the Agency. Proposers are strongly encouraged to demonstrate participation in their team of local expertise in areas of relevance to the development process, including LIHTC financing and construction matters.

2.5.9 Serve as the Developer Partner with the Agency for the revitalization and conversion of the preceding identified public housing sites as may be assigned throughout the duration of the Master Development Agreement.

2.5.10 Assist with a working partnership with the residents, the Agency, and other stakeholders to promote the community vision and comprehensive master plan.

2.5.11 Assist with linkages between the development(s) and the surrounding neighborhood.

2.5.12 Prepare a Revitalization Plan that shall include:

2.5.12.1 A timetable with milestones for completion.

2.5.12.2 Market study sufficient to identify the need to build additional housing units, and if so, unit type (elderly; assisted living; mixed income; etc.), how many units, where they should be located, and when they should be built.

2.5.12.3 Plan for demolition and relocation of residents, as necessary, so as not to disrupt the fiscal operation and financial integrity of the Agency.

2.5.12.4 Inspection of each Agency development, including a review of current physical needs assessments, property condition reports and related Agency reports.

2.5.12.5 Identify available funding sources for each proposed action, including traditional and alternative financing options.

2.5.12.6 Develop a management plan, including a transition plan for property management back to the Agency.

2.5.12.7 Obtain approvals as may be required to garner city, state, federal, or HUD approvals required to initiate any proposed projects.

2.5.12.8 Plan for public relations that insures residents, community, and local government support for any redevelopment activities.

2.5.12.9 Communication with key affordable housing program

administrators such as Illinois Housing IHDA.

2.5.12.10 Review of local housing inventory to determine and make recommendations for any potential acquisitions of existing single family or multifamily housing within the respective redevelopment areas.

2.5.13 Coordinate the environmental and geotechnical testing and an analysis of the condition of existing utilities at the sites at each phase of development.

2.5.14 Ensure provision of genuine training and employment opportunities to Section 3 individuals.

2.5.15 Provide a suitable realistic plan for participation by MWBE and Section 3 firms throughout the development.

2.5.16 Oversee the development of a market study for each site and/or phase of development, as required.

2.5.17 Develop a construction strategy and a development implementation schedule and maintain a detailed schedule, predicated on financing deadlines that include predevelopment activities, construction start, project stabilization and permanent loan close, including a Critical Path Schedule for all phases of construction, lease-up and stabilization.

2.5.18 Work with the Agency to develop detailed development and operating budgets. The Developer Partner will be required and responsible to expand and update the budgets throughout the development process.

2.5.19 Secure firm commitment letters from all lenders and funding sources and prepare and submit all funding applications, including low-income housing tax credit (LIHTC) application(s).

2.5.20 Prepare a financing plan acceptable to the Agency and HUD.

2.5.21 Develop the ownership structure that is mutually agreeable to both the

Developer Partner and the Agency.

2.5.22 Maintain communication with the Agency and the Agency residents regarding development progress.

2.5.23 Provide regular monthly reports to the Agency on the progress of development efforts, including complete work, associated costs, schedule and budgetary requirements.

2.5.24 Work with the Agency and its legal team to create an ownership structure for the development which shall include an instrumentality or affiliate of the Agency as a general partner.

2.5.25 Oversee the construction contractor and provide construction project management to ensure units are delivered within the timeline prescribed by the Investor.

2.5.26 Negotiate favorable operating and financing guarantees to the equity investor and other lending institutions.

2.5.27 Assist in obtaining all required building permits and zoning approvals.

2.5.28 Implement quality assurance and control measures to ensure effective performance by all parties in all aspects of the program and ensure the Phases are constructed with the highest quality materials and workmanship.

2.5.29 Assist the management company in developing the marketing and lease-up plan.

2.5.30 Foster community involvement in development implementation.

2.5.31 Provide the community and supportive services plan.

2.5.32 Assist with resident relocation plan, timeframe and efforts as may be required.

2.5.33 Oversee asset management functions as required through lease-up and conversion to permanent financing.

2.5.34 Financing.

2.5.34.1 Produce an Overall Financing Plan. Produce an attainable financing plan for the overall Mixed-Income Communities Initiative. The overall financing plan will be developed in conjunction with the Plan, market analysis, and availability of public sector funding. The Plan shall reflect the realities of the financing plan and market analysis, while the financing plan will reflect the goals of the Plan. The financing plan must demonstrate a sensitivity and approach in using Agency funds in the most efficient manner, maximizing leveraging of the HUD funds to the greatest extent possible.

2.5.34.2 Financing Application(s). In accordance with the ensuing contract, the Developer Partner will be required to pursue diligently and use best efforts to obtain all financing necessary to implement the Plan in a timely fashion, which may include, but not be limited to, CDBG funding, tax credits, tax-exempt bonds, state and local funds and private debt. Time is of the essence for replacement of public housing units so careful attention should be paid to upcoming funding opportunities and meeting those deadlines. The developer will be expected to submit an initial low-income tax credit application in 2026.

2.5.34.3 Maximize the Leveraging of Public and Private Resources. In accordance with the ensuing contract, maximize the leveraging of public and private resources by pursuing all reasonable sources of financing and utilizing a variety of partners and partnerships. Take full responsibility for securing all financing sources in a timely fashion. Coordinate discussion and negotiations with financial institutions and private partners. All financing terms are subject to review and approval by the Agency.

2.5.34.4 Obtain Equity Investment. Obtaining equity financing commitments on the best terms currently available as required by the ensuing contract.

2.5.34.5 Guarantees. In accordance with the ensuing contract, provide all guarantees required for the successful financing of the Development, including completion guarantees, operating deficit guarantees, and tax credit adjuster or recapture guarantees and guarantees of performance under the ensuing contract. The Agency will require that the Developer demonstrates financial ability to honor the guarantees and indicate how they intend to honor the guarantees if necessary.

2.5.34.6 Operating Feasibility. As required in the ensuing contract, the structure of such reserves and other devises as will reasonably guarantee the long-term operating feasibility of the Development, utilize no more subsidy than committed by the Agency.

2.5.35 Retain Qualified General Contractors and Oversee Construction Activities.

During construction, the Developer Partner shall provide oversight, and management as deemed necessary, of construction activities by coordinating with all development team members and attending job-site meetings to ensure the expeditious implementation of construction activities.

2.5.36 Facilitate Necessary Site Improvements. Pursuant to the ensuing contract, the Developer Partner shall initiate and complete site work and infrastructure construction in collaboration with the Agency.

2.5.37 Implement Development Program. In accordance with the ensuing contract and the final Plan approved by Agency, the Developer will develop all improvements associated with the development program, including multi-family and single-family units, community facilities and any commercial space.

2.5.38 Mixed-income, Mixed-use, Mixed-tenure. Create new, economically viable mixed-income communities that include residential and, if feasible, non-residential uses. The communities should include a mix of affordable and market rate rental and homeownership units as determined to be viable and advantageous through the master planning process. The different affordability types should be mixed across all building types and located throughout all sites.

2.5.39 Public Housing Units. Provide for the replacement units for the existing public housing as affordable units in the new mixed-income communities. The bedroom mix will be based on the household sizes of returning residents, Agency waiting lists, and market studies conducted by the Developer.

2.5.40 High Quality Design. Create sustainable new communities of high-quality design that meet or exceed industry standards and are LEED-certifiable.

Design the new communities to be respectful of the architectural vernacular of the area and in accordance with flood elevation requirements.

2.5.41 Neighborhood Integration. Integrate the development program into the

City’s other redevelopment plans and physically integrate the new mixed-income communities into the fabric of the surrounding neighborhoods, respecting existing street patterns and the context and character of the existing architecture. Incorporate acquired properties and/or acquire properties surrounding each site to the extent it is feasible to develop a larger community that addresses needs based on market conditions and long-term sustainability.

2.5.42 Economic Development. Due to market conditions and availability of funding and in cooperation with the Agency and the City, incorporate non-residential program elements (i.e., retail facilities, high quality schools, community centers, etc.) into the development program in order to strengthen the economic vitality of the area. Maximize economic development opportunities for public housing residents, other Peoria residents, and women- and minority-owned businesses.

2.5.43 Physical Needs Assessments are underway for all properties which identify significant physical improvements that must be completed. This information will be made available to the successful developer.

2.5.44 Throughout the redevelopment of the public housing units in mixed-income communities, the Developer Partner will work closely with Agency staff, residents, Agency's consultants, and the City of Peoria and its consultants.

The Developer Partner will be responsible for ensuring that the final Plan is approved, financed, and implemented. The final Plan must create the pathway for successful, stable, diverse, safe, attractive, and sustainable mixed-income communities. In general, the goal of the Plan shall be to ensure that all units are produced in a manner that renders the public housing units indistinguishable from those targeted to other income groups.

2.5.45 Procurement. Consistent with 24 CFR Subpart F, specifically §941.602(b)(2), whereas the Agency will exercise "significant functions within the owner entity with respect to managing the development of the proposed units," the requirements of 2 CFR §200.317 - §200.327 will be complied with when either the Agency or the Developer Partner is conducting any procurement activities pertaining to any units developed as a result of the aforementioned ensuing contract (NOTE: Though 24 CFR §85.36 is identified within the relevant portions of 24 CFR §941, pursuant to somewhat recent HUD-issued revisions it is now replaced by 2 CFR §200.317 through §200.327).

2.6 Developer’s Anticipated Qualifications/Experience/Expertise. The Selected Firm shall possess, or within its team provide, the following qualifications and experience (and the following detailed tasks shall also be the responsibility of the Developer Partner):

2.6.1 Developing tax credit properties with Illinois Housing (IHDA). Pursuant to HDA and any future Qualified Allocation Plan, Developer must have demonstrated experience to receive the maximum points under Developer Experience receive the maximum points allowed for developers in the scoring criteria.

Firms who do not have this experience must clearly demonstrate how they intend to overcome this requirement in order to submit a competitive low-income housing tax credit application on behalf of the Agency.

2.6.2 Redevelopment or revitalization of affordable housing and neighborhoods.

2.6.3 Leveraging the use of various financing vehicles, including private and public sources; including CDBG funds, HOME funds, Federal Home Loan Bank funds, and Illinois Housing Trust Funds and FHA financing.

2.6.4 Experience of general contractor in developing housing, especially affordable housing; experience of architect, property manager, and attorney in developing residential, esp. affordable housing.

2.6.5 Expertise in housing developments that incorporates tax credit and affordable housing financing, including project-based vouchering.

2.6.6 Expertise in regulatory compliance issues.

2.6.7 Taking all necessary affirmative steps to assure that minority and women’s business enterprises (“MWBEs”) are used to the greatest extent feasible in compliance with Presidential Executive Orders 11625, 12138, and 12432, and as promulgated in 2 CFR §200.317 - §200.327.

2.6.8 Expertise with local government authorities which regulate the permits and utilities necessary for the Revitalization.

2.6.9 Expertise in Commercial and Mixed-use development. The Developer

Partner must possess or have team members with strong experience in commercial and mixed-use development as well as affordable housing.

Agency expects that at least some commercial and/or mixed-use development may be included with the redevelopment of the Riverview site.

2.6.10 Developing a Homeownership Plan. In cooperation with the Agency and per

HUD requirements prepare a detailed plan for any subsidized and non-subsidized homeownership opportunities proposed for public and non-public housing residents as may be requested.

2.6.11 Obtaining Environmental Clearances. In collaboration with the Agency, procure the necessary consultants and prepare the necessary documents to obtain environmental clearances from all interested agencies.

2.6.12 Plans and Specifications. The Developer Partner will be responsible for the preparation of the infrastructure and building plans and specifications in accordance with industry standards for market-rate housing. Plans and specifications will be subject to Agency review. PLEASE NOTE: The plans and specifications actually may be physically prepared by a third-party architect selected by the Developer (with input and/or comment from the Agency).

2.6.13 Experience with public housing mixed finance development, RAD development and working with PHAs.

2.7 Role of the Agency. The Agency will play the following roles in the planning and implementation of the Mixed-Income Communities Initiative:

2.7.1 HUD Contact. The Agency will manage and take responsibility for ALL communication with HUD, and the preparation and submission of program documents and evidentiary and obtain all HUD approvals including but not limited to demolition/disposition approval and mixed-finance approval.

However, to the extent any such documents or evidentiary are within the particular knowledge or responsibility of the Developer Partner, the Agency will expect the Developer Partner to prepare or assist in preparing such documents and evidentiary as the Agency may direct.

2.7.2 Provider of Operating Subsidies. The Agency will make financial contributions toward the cost of operating the revitalized development in the form of federal operating subsidies for the public housing units. The Agency will not provide the Developer Partner with any amount larger than Agency receives from HUD, less an amount it will retain for its monitoring and asset management functions. The provision of the operating subsidies will be included in a Regulatory and Operating Agreement, the terms of which will be negotiated between the Agency and the selected Developer Partner and approved by HUD.

2.7.3 Landowner. It is the Agency’s intent to enter into long-term ground leases with the Owner Entities of the new mixed-income communities. The Developer Partner shall develop the public housing units in a manner which will qualify them for a Payment in Lieu of Taxes ("PILOT") and any related Cooperation Agreements with the City of Peoria as authorized by law if Agency determines it will be in the best interest of the development.

2.7.4 Relocation. The Developer Partner will be responsible for managing and scheduling the moves of all displaced public housing residents who are eligible for returning back to the redeveloped communities per the Admissions and Continued Occupancy Policy (ACOP).

2.7.5 Asset Manager. The Agency will continue to have asset management responsibilities related to the public housing units as well as all other units in which the Agency or its affiliate has an ownership interest. The Agency will monitor and enforce the terms of its Lease(s) and the Regulatory and Operating Agreements) with the Developer Partner and require that all housing units be managed in accordance with applicable local, state and federal requirements.

2.8 Full Disclosure. The Agency requires full disclosure of who is involved in a proposed tax credit development. Following are the rules of disclosures for this category:

2.8.1 Agency requires complete disclosure of all entities and individuals in the

Project team organizational structures.

2.8.2 Agency may require complete disclosure of all real estate and commercial loans for the project team through the submission of a complete and accurate real estate properties disclosure.

2.8.3 Any relationship between individuals or entities of the Project team that could constitute a conflict of interest or identity of interest between the parties must be disclosed.

2.8.4 Complete organizational charts must be submitted for the Owner and

Developer entity that clearly show all principals down to individuals involved in the ownership and development of the project. Please note that no change to the project owner/developer structure can be made without the express consent of the Agency.

2.8.5 All Development fee sharing arrangements must be disclosed. Agency considers all individuals or entities that receive a portion of the Development fee to be part of the Development structure.

2.8.6 All Guarantor agreements must be disclosed. Agency may determine that a

Guarantor is actually a real party of interest to either the General Partner and/or Developer entities.

2.8.7 All consulting agreements— direct or indirect, paid, or unpaid— shall be disclosed. Agency will review the amount of consulting fee to determine if a consultant is a real party in interest to either the General Partner and/or Developer entities.

2.8.8 Any Project team member that has withdrawn or been involuntarily removed from a HOME or Tax Credit project in the last 36 months must disclose this information to the Agency as part of its eligibility submission.

2.8.9 All pending litigation.

2.8.10 Significant non-performance in a government program must be disclosed.

2.8.11 Any Project team member that has an adverse credit history including but not limited to a default of the payment of any commercial or personal loan must disclose that information.

2.8.12 Principal shall generally be defined as an individual who has a direct ownership interest in the general partner or developer entity and who materially participates in the ownership, development and operation of the project through continuous and substantial involvement. For the purposes of a non-profit entity, Agency will consider the executive director as a principal.

2.9 Previous/Current Contractor(s). The Agency does not have a current contract for these services

3.0 PROPOSAL FORMAT.

3.1 Tabbed Proposal Submittal. The Agency intends to retain the Contractor pursuant to a “Best Value” basis, not a “Low Bid” basis (“Best Value,” in that the Agency will, as detailed within the following Section 4.0, consider factors other than just cost in making the award decision). Therefore, so that the Agency can properly evaluate the offers received, all proposals submitted in response to this RFQ must be formatted in accordance with the sequence noted within the table below. Each category must be separated by numbered index dividers (which number extends so that each tab can be located without opening the proposal) and labeled with the corresponding tab reference also noted below. None of the proposed services may conflict with any requirement the Agency has published herein or has issued by addendum.

[Table No. 4] (1)

RFQ

Section

(1) Tab No.

(3)

Description

3.1.1 1 Form of Proposal. This Form is attached hereto as Attachment A to this RFQ document. This 2-page Form must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal.

3.1.2 2 form HUD-5369-C (8/93), Certifications and Representations of Offerors, Non-Construction Contract. This Form is attached hereto as Attachment B to this RFQ document. This 2-page Form must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal.

3.1.3 3 Profile of Firm Form. The Profile of Firm Form is attached hereto as Attachment C to this RFQ document. This 2-page Form must be fully completed, executed, and submitted under this tab as a part of the proposal submittal.

3.1.4 4 Proposed Services. As more fully detailed within Section 2.0, Scope of Proposal/Technical Specifications, of this document, the proposer shall, at a minimum, clearly detail within the information submitted under this tab documentation showing:

3.1.4.1 As detailed within Section 4.1, Evaluation Factor No. 2, herein, the proposer’s DEMONSTRATED UNDERSTANDING of the AGENCY’S

REQUIREMENTS.

3.1.4.2 As detailed within Section 4.1, Evaluation Factor No. 3, herein, the QUALITY of the TECHNICAL APPROACH and the SERVICES

PROPOSED.

3.1.4.3 As detailed within Section 4.1, Evaluation Factor No. 4, herein, the proposer’s TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the ability to provide the services detailed herein).

3.1.4.4 As detailed within Section 4.1, Evaluation Factor No. 5, herein, the proposer’s DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and the proposer’s DEMONSTRATED SUCCESSFUL PAST PERFORMANCE (including meeting costs, schedules, and performance requirements) of contract work substantially similar to that required by this solicitation as verified by reference checks or other means.

3.1.4.5 If appropriate, how staff are retained, screened, trained, and monitored.

3.1.4.6 The proposed quality assurance program.

3.1.4.7 An explanation and copies of forms that will be used and reports that will be submitted and the method of such reports (i.e.

written; fax; Internet; etc.).

3.1.4.8 A complete description of the products and services that the firm provides.

3.1.5 5 Managerial Capacity/Financial Viability/Staffing Plan. The proposer entity must submit under this tab a concise description of its managerial and financial capacity to deliver the proposed services, including brief professional resumes for the persons identified within areas (5) and (6) of Attachment C, Profile of Firm Form. Such information shall include the proposer’s qualifications to provide the services; a description of the background and current organization of the firm (including a current organizational chart).

3.1.6 6 Client Information. The proposer shall submit a listing of former or current clients (at least 3), including any other Public Housing Authority, for whom the proposer has performed similar or like services to those being proposed herein. The listing shall, at a minimum, include:

3.1.6.1 The client’s name;

3.1.6.2 The client’s contact name;

3.1.6.3 The client’s telephone number;

3.1.6.4 A brief narrative description and scope of the service(s) and the dates the services were provided, including a brief narrative description of those specific services including scope; size; cost;

principal elements and special features.

3.1.7 7 Subcontractor/Joint Venture Information (Optional Item). The proposer shall identify hereunder whether or not he/she intends to use any subcontractors for this job, if awarded, and/or if the proposal is a joint venture with another firm. Please remember that all information required from the proposer under the preceding tabs must also be included for any major subcontractors (10% or more) or from any joint venture.

3.1.8 8 Other Information (Optional Item). The proposer may include hereunder any other general information that the proposer believes is appropriate to assist the Agency in its evaluation.

3.1.9 No Information Placed under a Tab. If no information is to be placed under any of the above noted tabs (especially the "Optional" tabs), please place there under a statement such as "NO INFORMATION IS BEING PLACED UNDER THIS TAB" or "THIS TAB LEFT INTENTIONALLY BLANK." DO NOT eliminate any of the tabs.

3.1.10 Proposal Submittal Binding Method. It is preferable and recommended that the proposer bind the proposal submittals in such a manner that the Agency can, if needed, remove the binding (i.e. “spiral-type” etc.) or remove the pages from the cover (i.e. 3-ring binder; etc.) to make copies, then conveniently return the proposal submittal to its original condition.

3.2 No Fees to be Initially Proposed. No fees shall be discussed or proposed, either verbally or in writing, during the RFQ competitive solicitation process. The Agency will, as detailed within Sections 4.0 and 5.0 herein, negotiate such fees with the eventual top-rated proposer. As may be detailed herein, if the Agency makes award to one firm only, in such case the Agency does not guarantee any minimum or maximum amount of work as a result of any award ensuing from this RFQ but will reserve the right to award any amount of work on an as-needed basis.

3.2.1 Potential Guaranteed Contract Minimum Amount and Not-to-exceed

Maximum Amount. However, if the Agency chooses, at any time during the ensuing contract period(s), to make award to more than one firm, then the ensuing contract will be an Indefinite Quantities Contract (IQC), which, pursuant to HUD regulation, requires the Agency to award to each responsive and responsible contractor who receives an award a Guaranteed Contract Minimum Amount (GCMA) and a Not-to-exceed Maximum Contract Amount (NMCA) of work, those required minimum and maximum contract levels are:

(a) GCMA: $1,000; (b) NMCA: $100,000 (each shall be annual amounts).

3.3 Proposal Submission. All “hard-copy” proposals must be submitted and time-stamped received in the designated Agency office by no later than the submittal deadline stated herein (or within any ensuing addendum). A total of 1 original signature copy (marked “ORIGINAL”) and 2 exact copies (each of the 3 separate proposal submittals shall have a cover and extending tabs) of the “hard copy” proposal submittal, shall be placed unfolded in a sealed package and addressed to:

Peoria Housing Authority

Attention: Antionette Riley, Interim Deputy Executive Director 100 South Richard Pryor Place, Peoria, IL 61065

3.4.1 Labeling Proposal Package. The package exterior must clearly denote the above noted RFQ number and must have the proposer’s name and return address. Proposals received after the published deadline will not be accepted.

3.4.2 Submission Conditions. DO NOT FOLD OR MAKE ANY ADDITIONAL MARKS, NOTATIONS, OR REQUIREMENTS ON THE DOCUMENTS TO BE SUBMITTED!

Proposers are not allowed to change any requirements or forms contained herein, either by making or entering onto these documents or the documents submitted any revisions or additions; and if any such additional marks, notations or requirements are entered on any of the documents that are submitted to the Agency by the proposer, such may invalidate that proposal.

If, after accepting such a proposal, the Agency decides that any such entry has not changed the intent of the proposal that the Agency intended to receive, the Agency may accept the proposal and the proposal shall be considered by the Agency as if those additional marks, notations, or requirements were not entered on such. By accessing the eProcurement Marketplace, registering, and downloading these documents, each prospective proposer that does so is thereby agreeing to confirm all notices that the Agency delivers to him/her as instructed, and by submitting a proposal, the proposer is thereby agreeing to abide by all terms and conditions published herein and by addendum pertaining to this RFQ.

3.4.3 Submission Responsibilities. It shall be the responsibility of each proposer to be aware of and to abide by all dates, times, conditions, requirements, and specifications set forth within all applicable documents issued by the Agency, including the RFQ document, the documents listed within the following Section 3.7 herein, and any addenda and required attachments submitted by the proposer. By virtue of completing, signing, and submitting the completed documents, the proposer is stating his/her agreement to comply with all conditions and requirements set forth within those documents. Written notice from the proposer not authorized in writing by the ED to exclude any of the Agency requirements contained within the documents may cause that proposer to not be considered for award.

3.5 Proposer’s Responsibilities — Contact with the Agency. It is the responsibility of the proposer to address all communication and correspondence pertaining to this RFQ process to the ED only. Proposers must not make inquiry or communicate with any other Agency staff member or official (including members of the Board of Commissioners) pertaining to this RFQ. Failure to abide by this requirement may be cause for the Agency to not consider a proposal submittal received from any proposer who may not have abided by this directive.

3.5.1 Addenda. All questions and requests for information must be addressed in writing to the ED. The ED will respond to all such inquiries in writing by addendum to all prospective proposers (i.e., firms or individuals that have obtained the RFQ Documents). During the RFQ solicitation process, the ED will NOT conduct any ex parte (a substantive conversation—“substantive” meaning, when decisions pertaining to the RFQ are made—between the Agency and a prospective proposer when other prospective proposers are not present) conversations that may give one prospective proposer an advantage over other prospective proposers. This does not mean that prospective proposers may not call the ED—it simply means that other than making replies to direct the prospective proposer where his/her answer has already been issued within the solicitation documents, the ED may not respond to the prospective proposer’s inquiries but will direct him/her to submit such inquiry in writing so that the ED may more fairly respond to all prospective proposers in writing by addendum.

3.6 Pre-proposal Conference. There is not a pre-proposal conference scheduled as a part of this RFQ.

3.7 Recap of Attachments. It is the responsibility of each proposer to verify that he/she has downloaded the following attachments pertaining to this RFQ, which are hereby by reference included as a part of this RFQ:

[Table No. 5] (1)

RFQ

Section

(2) Document

No.

(3)

Attachment

(4)

Attachment Description

3.7.1 1.0 This RFQ Document

3.7.2 2.0 A Form of Proposal

3.7.3 3.0 B form HUD-5369-C (8/93), Certifications and

Representations of Offerors, Non-Construction Contract

3.7.4 4.0 C Profile of Firm Form

3.7.5 5.0 D Section 3 Form Explanation Form

3.7.6 6.0 E form HUD-5369-B (8/93), Instructions to

Offerors, Non-Construction

3.7.7 7.0 F Agency Supplemental Instructions To Proposers

& Contractors (SIPC)

3.7.8 8.0 G Sample Contract Form (please note that this contract and the listed appendices are being given as a sample only—the Agency reserves the right to revise any clause herein and/or to include within the ensuing contract any additional clauses that the Agency feels it is in its best interests to do so)

3.7.8.1 8.1 G-1 Sample Contract Appendix No. 1: form HUD-5370- C (01/2014), General Conditions for Non- Construction Contracts Section I (With or without Maintenance Work)

3.7.8.2 8.2 G-2 Sample Contract Appendix No. 2: form HUD 50071 (01/14), Certification of Payments to Influence Federal Transactions (NOTE: This form will only be completed and included as a part of the ensuing contract if the Agency anticipates that total awards pursuant to the ensuing contract may or will exceed $100,000.)

3.7.8.3 8.3 G-3 Sample Contract Appendix No. 3: Standard Form LLL (Rev. 01/14), Disclosure of Lobbying Activities (NOTE: This form will only be completed and included as a part of the ensuing contract if the Contractor designates an affirmative answer to Item No. (2) within the immediate identified form 50071.)

3.7.9 9.0 H Business Terms

3.7.10 10.0 I Agency Profile of Properties

4.0 PROPOSAL EVALUATION.

4.1 Evaluation Factors. The following factors will be utilized by the Agency to evaluate each proposal submittal received; award of points for each listed factor will be based upon the documentation that the proposer submits within his/her proposal submittal:

[Table No. 6]

(1)

No.

(2) Max Point

Value

(3) Factor Type

(4)

Factor Description

1 10 points Subjective (Technical)

The proposer’s DEMONSTRATED UNDERSTANDING of the

AGENCY’S REQUIREMENT.

2 10 points Subjective (Technical)

The QUALITY of the TECHNICAL APPROACH and the

SERVICES PROPOSED.

3 10 points Subjective (Technical)

The proposer’s TECHNICAL CAPABILITIES (in terms of personnel) and the MANAGEMENT PLAN (including the ability to provide the services detailed herein).

4 60 points Subjective (Technical)

The proposer’s DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and the proposer’s DEMONSTRATED SUCCESSFUL PAST PERFORMANCE (including meeting costs, schedules, and performance requirements) of contract work substantially similar…