Community Development Corporation 1488 NE Alberta St. Portland, OR, 97211

www.sabincdc.us | (503) 287-3496 | Fax: (503) 297-3597

REQUEST FOR QUALIFICATIONS

for CONSTRUCTION MANAGER / GENERAL CONTRACTOR

Due Date: March 1, 2017 @ 5:00 pm PST

Background Founded in 1992, Sabin CDC is a small community development corporation that owns and manages 116 units of affordable rental housing and a small land trust in NE Portland. As part of our dedication to providing and maintaining affordable housing and diversity in our neighborhoods, Sabin is looking to redevelop some of our current properties into denser, more pedestrian friendly, and healthier housing. The first redevelopment project is the transformation of Estates Plaza at the corner of NE 14th Place and Killingsworth into the Harvey Rice Heritage Center, a transformation that signifies a new chapter for Sabin with a host of community and government partnerships that will stake Sabin’s claim as an organization that prizes both neighborhood heritage and progress.

To that end, Sabin CDC is seeking firms to present their qualifications as a Construction Manager / General Contractor (CM/GC) for construction of the Harvey Rice Heritage Center. The scope of work will involve demolition of the existing 9-unit structure and the construction of a new 24,000 SF, four (4) story mixed-used building to include ground floor commercial space, 2nd level office space, and 22 residential units, and several parking spaces. We anticipate the construction to be 3 stories of wood frame over a post-tensioned concrete podium and the materials to conform to City of Portland Design Review requirements. Because of our funding sources, State of Oregon prevailing wage rates as established by BOLI shall apply to all work performed on this project. Please see the attached schematic site plan, floor plans, and elevations for more information.

PROPERTY SUMMARY

A. Street Address: 5421 NE 14th Place, Portland, Oregon 97211 B. Property Identification: R294833 C. Parcel Size: 9481 SF D. Current Zoning Designation: R-1 E. Proposed Zoning Designation (Zone Change Application filed September, 2016):

CS F. Allowable Height: 45’ G. Topography: Level H. Easements: See attached Survey.

DEVELOPMENT OBJECTIVES

Sabin CDC prides itself as a catalyst for marrying neighborhood progress and affordable housing preservation for long-time, African American Residents. With this in mind, Sabin has developed an equity statement that embodies our commitment to racial and economic equity and is an inherent part of how we do business1. With this in mind, Sabin has goals of a project that will bring all neighborhood residents together in a community art space on the ground floor and provide housing to low-

1 In furthering Sabin’s equity agenda, Sabin staff view their role as multifaceted. As stewards of affordable housing and tenant advocates, staff ensure that our tenants and constituents are able to take advantage of the benefits of the gentrified neighborhood, its location with transportation connections and proximity to social services, grocery stores, quality schools, and health care. Access to these connections is a key component for attaining self-sufficiency. As bridge-builders to our community at large, Sabin CDC staff strives to act as a community liaison to connect old and new neighbors and to provide a forum for discussions on the changes that have occurred. The work of Sabin CDC filters through an equity lens propelled by the idea of a rich community history and advocacy. Sabin strives to make a positive impact for both our tenants and our neighbors and to be part of a truly sustainable community.

income individuals and families with priority given to those who grew up in NE Portland, a mirror of Sabin’s current tenant population. Sabin’s equity statement extends to people that we hire, and it is our aspiration that 50% of subcontractors on this project be MWESB participation. We are currently working with MCIP to assist with this goal.

PRE-PROPOSAL MEETING AND SITE VISITS There is no scheduled pre-proposal meeting. Site visits by proposers are encouraged, but please do not disturb current tenants.

SUBMITTAL REQUIREMENTS FOR RESPONSES TO THIS RFQ Proposals must be signed by an officer of the company with the authority to financially commit the firm. Include whatever pictures, charts, graphs, tables, and text deemed appropriate to be part of the submitted materials for review of the firm’s qualifications. There is no page limit. Page size is 8 ½ x 11 inches; however, 11 x 17 page size is acceptable for project schedule and logistics plan ONLY.

I. COVER LETTER (required) Content to be determined by responder. However, cover letter must include the company name, company address, company website address, contact person with phone number and email address, and signed by a person with authority to represent the company on this project. II. COMPANY EXPERIENCE

A. Describe the relevant experience of your firm as a CM/GC as it relates to the planning, design, and construction of publically funded projects, especially affordable housing projects. B. Identify three (3) projects of similar size and complexity. Describe those projects; including contract type, client name and contact information, key design team member(s), and final contract amount. Please provide client references for each. C. Provide five (5) references from subcontractors utilized by your firm over the last three (3) years. Include contact name and phone number for each individual.

III. INDIVIDUAL EXPERIENCE

A. Provide a project organizational chart showing how you will staff the project from a company and on-site perspective. Include all proposed team members and identify their specific roles on this project. B. Clearly identify the Project Manager and On-Site Supervisor who will make up the team for this work and provide resumes for these two (2) individuals. Information for the Project Manager and On-Site Supervisor must include years in

commercial construction, (verifiable) years with your firm, education and training, percent commitment to this project during construction, and the current project or projects (with anticipated completion date) assigned to Project Manager and On-Site Supervisor.

IV. PROJECT APPROACH

A. Describe in detail preconstruction activities your firm will provide for Sabin CDC. B. Provide a logistics plan showing how you will complete the work in an efficient, safe, and cost-effective manner. C. Provide information on your approach to value engineering and community involvement.

V. MWESB COMMITMENT

Provide an outline of your firm’s experience and commitment to enhancing minority, women-owned, and emerging small business (MWESB) subcontractor participation on this project. What % MWESB participation do you envision on this project? Does this participation include company ownership and/or employees? What other programs would you entertain to improve and expand MWESB participation, especially for minorities and women?

VI. SCHEDULE

Provide an estimated schedule with critical path detail outlining major activities and key milestone dates. Based on a January 2018 start of construction on site, this schedule must clearly identify anticipated date of Substantial Completion, occupancy date for the new facility, and completion date of all project closeout activities. Please note that our project funders require a completion and full expenditure date of no later than June 1, 2019.

VII. COST ACCOUNTING

Describe your cost accounting procedures and how you will regularly update Sabin CDC where the project is from a cost standpoint once construction begins.

VIII. CLOSEOUT AND WARRANTY

A. Describe your management of punchlist items, your project closeout procedures, and how your company will document as-built information.

B. What is your plan to address any warranty items encountered during the warranty period?

IX. COST ESTIMATION A. Describe the pre-construction costs that your firm will charge to bring this

project to the point of construction readiness. Include sufficient scope and cost detail to allow evaluators to compare cost of preconstruction services.

B. Provide your CM/GC fee expressed as a percentage of the cost of work. At a minimum, the CM/GC fee must include main office overhead and CM/GC profit.

C. Provide your cost of liability insurance expressed as a percentage of the cost of work

D. Provide your cost of builders risk insurance for this project expressed as a percentage of the cost of work

E. Provide your cost of payment and performance bonds expressed as a percentage of the cost of work.

F. Sabin CDC reserves the right to review proposed hourly rates, how rates were calculated, and negotiate any mutually agreeable changes prior to entering into a contract for construction.

G. Provide a copy of the firm’s insurance certificate with coverages clearly identified

H. Provide a letter from bonding company representative that states proposing firm can provide a payment bond and performance bond in an amount of $6,000,000 or greater for this project. Failure to provide aforementioned letter shall cause proposer to be deemed non responsive and proposal rejected.

CONTACT PERSON Contact person at Sabin CDC for any additional documents and RFQ questions is Loulie Brown, PhD via email (Loulie@sabincdc.us) or phone (503.539.4975). Please note that our office hours are M-Th, 9 am – 6 pm.

SELECTION AND CONSTRUCTION TIMELINE Proposed dates for CM/GC selection and start of construction activities are as follows:

CM/GC Request for Proposals Issued February 1, 2017 Last Day to Submit Questions February 15, 2017 Proposals Due - 5:00 p.m. P.S.T March 1, 2017 Interviews (if required) Week of March 20, 2017 Intent to Award (no later than) May 1, 2017 Begin Work on Site January 2018 (Tentative) Substantial Completion TBD by Proposer Occupancy of New Facility March 1, 2019

NOTE: Dates listed above may be modified as needed by Sabin CDC

SELECTION CRITERIA The submitted proposals will be reviewed by a selection panel and ranked according to the following scoring matrix:

TAB NAME MAXIMUM POINTS

1. Cover Letter Not Scored 2. Company Experience 15 points

3. Individual Experience 10 points 4. Project Approach 25 points 5. MWESB Commitment 25 points 6. Schedule 10 points 7. Closeout and Warranty 5 points 8. Cost Estimate 10 points

_____________ Total 100 points SELECTION PROCESS The following process will be used to select the CM/GC firm:

A. Proposers shall submit one (1) paper copy of the proposal and one (1) pdf copy emailed or on a USB stick response by 5:00 p.m., March 1, 2017, attention Loulie Brown at Sabin CDC, 1488 NE Alberta St, Portland, Oregon 97211. Faxes or responses submitted after due date and time will NOT BE ACCEPTED.

B. Proposers may submit written requests for clarifications to Loulie Brown, PhD via email no later than February 15, 2017, at 5:00 p.m. Such written requests for clarifications or changes shall include the reasons for the request and any proposed changes. Any approved changes will be provided in the form of a Clarification to the RFQ and posted on Sabin’s website.

C. A review committee will screen and score the proposals based on the criteria described in this Request for Qualifications

D. It is not expected that interviews will be required. However, Sabin CDC will determine whether an interview with highest ranked firm(s) is necessary to clarify any items in the submittal. Firm(s) shall be notified in writing at least seventy two (72) hours prior to any required interview.

LIMITATIONS AND PROVISIONS Sabin CDC reserves the right to reject any and/or all proposals, to cancel and/or amend the solicitation, and/or to waive any informality if there is good cause and/or if doing so would be in the best interest of Sabin CDC. Sabin CDC reserves the right to seek clarifications of each proposal from proposers and other relevant sources, and the right to negotiate a final contract which is in the best interest of Sabin CDC, considering cost effectiveness and the level of time and effort required for the project.

ATTACHMENTS

• Conceptual Plans dated 8.24.16 as prepared by Scott Edwards Architecture. NOTE: This document is for reference only to show proposers the general scope of the work.

• Survey dated 1.17.17 as prepared by Reppeto & Associates Inc.