Housing Authority of - Department of Housinghousing.smcgov.org/sites/housing.smcgov.org/files/RFP… · Web viewHousing Authority of the County of San Mateo 2. Request for Proposals-Project

Housing Authority of the County of San MateoRequest for Proposals – Section 8 and HUD-VASH Project-Based Vouchers 4/5/17

RFP ATTACHMENTS

(NOTE: Attachments 1, 2, and 3 are all contained on

ONE fill-able Word document)

Attachment 1

HOUSING AUTHORITY OF THE COUNTY OF SAN MATEOCOMBINED APPLICATION FORM (HUD-VASH & Section 8)

REQUEST

# Section 8 PBVs: # VASH PBVs:

SPONSOR INFORMATION

A. Entity Name:

B. Street Address:

C. City: State: Zip Code:

D. Name and Title of Principal:

E. Phone: Fax: E-mail:

F. Type of Organization (choose one): Nonprofit For-profit

DEVELOPMENT AND PROJECT MANAGEMENT CONTACT INFORMATION

A. Borrowing Entity (e.g., limited partnership):

B. Borrowing Entity Contact:

C. Phone: Fax: E-mail:

D. Project Developer Entity:

E. Developer Entity Contact:

F. Phone: Fax: E-mail:

1. PROJECT INFORMATION

A. Project Name:

B. Project Address/Location, City:

C. Assessor Parcel Number(s):

D. Census Tract: Poverty Rate (per 2015 census):

E. Project Details:

Housing Authority of the County of San Mateo 2Request for Proposals-Project Based Vouchers – 12/8/16

Project Detailsa) # of Residential Buildings b) # of Affordable units at/below 60% AMIc) AAMI AMI

d) # of Residential units above 60% AMI e) # of Manager’s unit(s) f) Number of Stories g) Number of Parking Spaces (total) h) Parking Type (podium, surface, etc.) i) Commercial Space & Uses (specify)

F. Development Type:

Development TypeRequested # of Section 8 PBV Units

Requested # of VASH PBV Units

Total # of Units in

the Project1) New construction 2) Acquisition with NO rehab involved 3) Acquisition WITH rehab required to meet

HQS standards

G. Target Populations

Target PopulationsRequested # of Section 8 PBV Units

Requested # of VASH

PBV Unitsa) General Section 8 PBVs, serving:

i. Homeless / Disabled (not including “Duals Demo” frail elderly)

ii. Duals Demo frail elderly iii. Youth transitioning out of foster care

iii. Other - Total number PBVs requested

b) HUD-VASH PBVs serving homeless Veterans

H. Total Number of Units in the Project and PBV units by Unit Size

Unit Description Unit Size0-BR 1-BR 2-BR 3-BR 4-BR

a) Number of Section 8 PBV units

b) Number of HUD-VASH Program PBV units

c) Non-PBV units


d) Total number of units in the Project (includ Mgr unit)

I. Rent Requested for PBV units by Unit Size

Unit Rent Unit Size0-BR 1-BR 2-BR 3-BR 4-BR

Rent requested for PBV units (cannot exceed 110% of current Fair Market Rents)

$ $ $ $ $

J. Unit accessibility

ADA Requirements and Reasonable Accommodations Yes Noa) Will the project meet all current Americans with Disabilities Act

(ADA) requirements?

b) Will the project provide adaptable units, at the proposer’s own cost, under reasonable accommodations?

c) Will the project have a reasonable accommodations policy that allows for service and companion animals?

d) Identify the anticipated number of units that will have accessibility features in accordance with Section 504 of the Rehabilitation Act of 1973 as described in the table below.

Accessibility Features # of Sec 8PBV Units

# of HUD-VASH

Total & Units in the Project

Accessible for persons with mobility disabilities Accessible for persons with hearing/sight impairments

Adaptable for persons with mobility disabilities Adaptable for persons with hearing/sight impairments

e) Please describe other accessibility features that assist access to the property and its services for disabled residents, if any.

K. Project Readiness and Timeline:

Project Readiness: New ConstructionHousing Authority of the County of San Mateo 4Request for Proposals-Project Based Vouchers – 12/8/16

Project Readiness Requirements – New Construction Projects

Date (mm/yyyy)

or Not Applicable

a) Site control . Site control means that the proposer has obtained an enforceable right to use a parcel of land for the proposed development prior to the submission of the proposal. This right may consist of fee title, ground lease, or an enforceable option.

b) Zoning/Planning Entitlements . Date by which all land use entitlements were obtained, OR

Date by which required zoning/planning entitlements is anticipated to be obtained

Does the date Planning Entitlements are/will be obtained fall within 12 months of proposal selection (anticipated in May 2017)?

Y/N

c) Funding Assembly . Date by which all necessary funding for development will be obtained.

Does the anticipated date by which the applicant will obtain all necessary funding for development fall within 18 months of proposal selection (anticipated in May 2017)?

Y/N

d) Ability to Enter into AHAP . Date by which developer will be ready to execute an Agreement to enter into Housing Assistance Payments (AHAP) and start construction

Will proposer be able to execute an Agreement to enter into Housing Assistance Payments (AHAP) and start construction within 20 months of the selection (anticipated in May 2017)?

Y/N

e) Has the project fully met the CEQA environmental review requirements? If “yes”, provide date when CEQA study/review was completed.

Y/N

f) Has the project fully met the NEPA environmental review requirements? If “yes”, provide date when NEPA study/review was completed

Y/N

g) Estimated Date of Construction Start

h) Estimated Date of Construction Completion

i) Estimated Date of Occupancy

Project Readiness: Acquisition

Project Readiness Requirements – Acquisition Projects

Date (mm/yyyy)

or Not Applicable

j) Site control . Site control means that the proposer has obtained an enforceable right to use a parcel of land for the proposed


development prior to the submission of the proposal. This right may consist of fee title, ground lease, or an enforceable option.

k) Funding Assembly . Date by which all necessary funding for development will be obtained.

Does the anticipated date by which the applicant will obtain all necessary funding for development fall within 8 months of proposal selection (anticipated in May 2017)?

Y/N

l) Ability to enter into AHAP—Acquisition/Rehab Only . Date by which developer will be ready to execute an Agreement to enter into Housing Assistance Payments (AHAP) and start construction

Will proposer be able to execute an Agreement to enter into Housing Assistance Payments (AHAP) and start rehabilitation within 20 months of the selection (anticipated in May 2017)?

Y/N

m) Ability to execute Housing Assistance Payments (HAP) contract --- Acquisition with No Rehab Only. Date by which developer will be ready to execute Housing Assistance Payments (HAP) contract.

Will proposer be able to execute a Housing Assistance Payments (HAP) contract within 12 months of the selection (anticipated in May 2017)?

Y/N

n) Estimated Date of Rehabilitation Start (if applicable)

o) Estimated Date of Rehabilitation Completion (if applicable)

p) Estimated Date of Occupancy

Project Information -- Attachments :a) Brief descriptive summary of the project.b) Project Timeline, showing all important entitlement, funding, and other milestones.c) Brief description of project amenities, e.g. common space for residents; space for case managers and

services providers to meet confidentially with clients; laundry facilities; space for classes; etc.d) Conceptual Design – Schematics. Attach a conceptual design (schematics) of the proposed project

or, if available, site plan, floor plan, and unit plans.e) Relocation Plan (if applicable) – If the project will involve relocation of tenants, attach a brief

explanation of the steps which will be taken to comply with the Uniform Relocation Act and all applicable state, federal and local laws, regulations and ordinances.

2. SITE INFORMATION

A. Site Acquisitioni. What is the purchase price of the site and how was it determined? (For proposed leaseholds,

indicate the amount of the annual lease payment and the basis for determining that amount)

ii. What is the appraised value of the site? Briefly describe the type of valuation cited.


B. Site Control Status

1) Land Owned: YES (since ) NO

2) Land (or Lease) Optioned: YES (expiration date: ) NO

3) Name of Current Property Owner: 4) Purchase Contract Conditions, if any:

Site Information -- Attachments :a) Location map.b) Evidence of site control, including the chain of contracted transactions to transfer ownership (or

leasehold interest) from the current owner to the development entity. If option was obtained, provide expiration date.

c) Preliminary Title Report (no older than 3 months from Proposal date).d) Appraisal, if available. (if applicable)e) Phase I Report, Phase II Report, and Remediation Plan, as applicable.

For New Construction only:f) Evidence of planning entitlements approvals; org) Evidence that proposed new construction is permitted by current zoning law; orh) Evidence to indicate that needed zoning is likely to be obtained and will not delay the project.i) CEQA/NEPA environmental impact study documentation (Initial Study), if available.

3. DE-CONCENTRATION OF POVERTY/ COMMUNITIES OF OPPORTUNITY

Attachments: Attach a brief narrative that includes:a) The poverty rate where the project will be/is located based on 2015 census tract data.b) Proximity to, and accessibility of, public transportation.c) Proximity to educational/ economic opportunities appropriate to the project’s target population(s).d) Proximity to medical/ health care facilities serving low-income populations.

4. APPLICANT TEAM EXPERIENCE

Attachments:a) Developer Entity: attach the following two items:

1. A brief narrative describing the Development Team’s experience in developing and owning affordable housing of similar physical type and resident population.

2. A list of the affordable housing projects that have been completed in the prior 10 years where at least 50% of the units are income-restricted units and which serve populations similar to the proposed development. Please be sure the list includes all of the information requested in Exhibit C (1.) (A.).

b) Management Agent: attach the following two items:


1. A brief narrative describing the Management agent’s experience in managing affordable housing

with similar resident population(s) as the proposed project.2. A list of the affordable housing properties managed for a period of at least 12 months within the

last five years and that contain at least 12 income-restricted rental units. Please be sure the list includes all of the information requested in Exhibit C (1.) (B.).

c) Resident Services Provider: attach the following two items:1. A brief narrative describing the Resident Services Provider’s experience in providing services for

affordable housing with similar resident population(s) as the proposed project.2. A list of the affordable housing properties for which the services provider entity provided services

for a period of at least 12 months within the last five years which house the same or similar population(s) as the proposed project. Please be sure the list includes all of the information requested in Exhibit C (1.) (C.).

5. FINANCIAL INFORMATION AND FEASIBILITY OF THE PROJECT

Attachments:Provide the following Financial proforma information, including:

a) Development Budget (sources/uses) including all committed sources, all anticipated sources and the status of each

b) Annual Operating Budgetc) 30-year Cash Flow analysisd) Annual project income tab including anticipated initial contract rents for all units (both

unassisted and anticipated to be assisted through PBV)e) Loan Sizing analysis with appropriate debt service coverage

Provide the following Audit Information:f) Letters of other financial commitments (or conditional commitments) if available.g) Audited Financial Statements of Applicant (prior 3 years) signed by Applicant or certified by CPA

(Partnerships: please include for general partner) and accompanying management letters. Note: only include if these have not previously been submitted to the San Mateo County Department of Housing)

h) Explain any findings or concerns cited in the Applicant’s prior three years’ Audited Financial Statements or accompanying management letters.

Provide the following Affordability Period information:i) Brief description of the length of the affordability period, including any projected affordability

restrictions that may be applied to the project by other funders.

6. GENERAL RESIDENT SERVICES / SUPPORTIVE SERVICES

Attachments: (see Exhibit C for more detailed instructions)a) Quality of proposed Services plan : Attach a brief description (one page maximum) of general

resident services that the project will provide, including name of the service provider, brief description of specific services to be provided, location where services will be provided, how residents will access services, frequency and, length of time services will be provided, any


monitoring of resident use of services and any cost to residents. Also briefly describe the types of supportive services that are anticipated to be provided (on or off-site) to any targeted special needs populations.

b) Commitment for Provision of Supportive Services : Attach any conditional commitments, or letters of intent, to provide supportive services that have already been obtained (if any).

7. LOCATIONAL AMENITIESAttachment: Description of the types of locational amenities which support applicant’s self-scoring (see Exhibit C for more detailed instructions)

8. PUBLIC BENEFIT FEATURESAttachment: Description of the types of public benefit features which support applicant’s self-scoring (see Exhibit C for more detailed instructions)

9. SUSTAINABLE DEVELOPMENT FEATURESAttachment: Description of the types of sustainable development features which support applicant’s self-scoring (see Exhibit C for more detailed instructions)

10. DEBARRED STATEMENT

A. Has this firm, or any principal(s) ever been debarred from providing any services by the Federal Government, any state government, the State of California, or any local government agency within or without the State of California? YES NO

i. If "Yes," please attach a full detailed explanation, including dates, circumstances and current status.

11. DISCLOSURE STATEMENT

A. Does this firm or any principals thereof have any current, past personal or professional relationship with any Commissioner or Officer of the Housing Authority of the County of San Mateo OR the County of San Mateo Department of Housing? YES NO

i. If "Yes," please attach a full detailed explanation, including dates, circumstances and current status.

12. NON-COLLUSION AFFIDAVIT

The undersigned party submitting this proposal hereby certifies that such proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the Proposal is genuine and not collusive or sham; that the Proposer has not directly or indirectly induced or solicited any other Proposer to put in a false or sham RFP, and has not directly or indirectly colluded, conspired, connived, or agreed with any Proposer or anyone else to put in a sham RFP, or that anyone shall refrain from proposing; that the Proposer has not in any manner, directly or indirectly sought by agreement, communication or conference with anyone to fix the RFP cost of the Proposer or any other Proposer, or to fix any overhead, profit, or cost element of the RFP or of that of


any Proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the RFP are true; and further, that the Proposer has not, directly or indirectly, submitted his/her RFP price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay any fee to any corporation, partnership, company, association, organization, RFP depository, or to any member or agent thereof, to effectuate a collusive or sham RFP.

13. VERIFICATION OF STATEMENT

The undersigned proposer hereby states that by completing and submitting this form he/she is verifying that all information provided herein is, to the best of his/her knowledge, true and accurate, and agrees that if the HACSM discovers that any information entered herein is false, that shall entitle HACSM, to not consider nor make award or to cancel any award with the undersigned party.

I, the undersigned, hereby certify that I have read and understand this Application Form including Non-Collusion Affidavit, that I am authorized to submit this proposal on behalf of the Proposer, and I guarantee complete compliance with all the terms, conditions and stipulations.

Signature Date

Print Name and Title

- End of Attachment 1 -


Attachment 2

FACTORS FOR SCORING AND RANKING PROPOSALS

Evaluation Factors Maximum Points Available

Proposer’s Self-Evaluation Score

1 Team Experience and CapacityA. Successful Development Track Record (0-10 points) 10

B. Successful Property Management Experience (0-12 points) 12

C. Successful Services Provision Experience (0-8 points) 8 Sub-total 30

2 De-concentration of Poverty / Communities of Opportunity

In census tract with poverty rate of 0% - 10% (10 points) 10

In census tract with poverty rate of 11% - 19% (5 points) 5

Located in close proximity to, and easily accessible to, public transportation (0-5 points)

5

Located in close proximity to education/ economic opportunities (0-5 points)

5

Located in close proximity to medical/ health care facilities serving low-income populations (0-5 points)

5

Located in census tract where poverty rate is 20% or greater, but meets at least two of the conditions listed above (3 points)

3

Sub-total 20 3 Leveraging of Other Sources (Financing and Land)

% of Perm Sources from Other than County/HACSM:

50% or less 0

51 – 70% 3

71 - 80% 7

81 - 90% 11

More than 90% 15

Sub-total 15 4 Locational Amenities

Transit: (see Exhibit C for details) (3 points) 3

Groceries: (see Exhibit C for details) (3 points) 3

Health and Social Services/Schools: (see Exhibit C for details) (3 points)

3


Recreation: (see Exhibit C for details) (3 points) 3

Sub-total 12 5 General Resident Services / Supportive Services

(a) Services Plan: (see Exhibit C for details (0-8 points) 8

(b) Commitment for Provision of Services: (see Exhibit C for details (0-2 points)

2

Sub-total 10 6 Public Benefit Features

(a) Integrates Space & Program: (see Exhibit C for details (4 points)

4

(b) Provides Public-Use Amenity: (see Exhibit C for details) (4 points)

4

(c) Incorporates Special Design/ Architectural Feature: (see Exhibit C for details) (4 points)

4

(d) Other Public Benefit feature. (see Exhibit C for details (up to 4 points)

4

Sub-total 7 7 Sustainable Development

Sustainable Development features: (see Exhibit C for features and point values) (0-6 points)

6

Sub-total 6 MAXIMUM POSSIBLE POINTS 100



Attachment 3

CHECKLIST FOR REQUIRED INFORMATION OR EXHIBITS FOR ALL PROPOSALS

Application Form, with all signatures 1. Project Information

a) Brief Project Summary. b) Project Timeline, with all important milestones. c) Brief description of project amenities. d) Conceptual Design – Schematics. Attach a conceptual design

(schematics) of the proposed project or, if available, site plan, floor plan, and unit plans.

e) Relocation Plan (if applicable) – If the project will involve relocation of tenants, attach a brief explanation of the steps which will be taken to comply with the Uniform Relocation Act and all applicable state, federal and local laws, regulations and ordinances.

2. Site Information a) Location map. b) Evidence of site control, including the chain of contracted

transactions to transfer ownership (or leasehold interest) from the current owner to the development entity. If option was obtained, provide expiration date.

c) Preliminary Title Report (no older than 3 months from Proposal date).

d) Appraisal, if available. e) Phase I Report, Phase II Report, and Remediation Plan, as

applicable.For New Construction only:

f) Evidence of planning entitlements approvals; or g) Evidence that proposed new construction is permitted by

current zoning law; or h) Evidence to indicate that needed zoning is likely to be

obtained and will not delay the project. i) CEQA/NEPA environmental impact study documentation

(Initial Study), if available.

3. De-concentration of Poverty/ Communities of Opportunity: attach a brief narrative that includes the following information:a) The poverty rate where the project will be/is located based on 2015

census tract data.b) Proximity to, and accessibility of, public transportation.


c) Proximity to educational/ economic opportunities appropriate to the

project’s target population(s).d) Proximity to medical/ health care facilities serving low-income

populations.

4. Applicant Team Experience (see Exhibit C for instructions) a) Developer: Brief narrative of experience and List of other projects

owned and developed with similar target population. b) Property Management: Brief narrative of experience and List of

other projects managed with similar target population. c) Service Provider: Brief narrative of experience and List of units

where services are provided to similar target population.

5. Financial Information and Feasibility of the ProjectProject Financial Proforma, including: a) Development Budget b) Annual Operating Budget c) Thirty (30)-year cash flow analysis d) Annual project income tab presenting anticipated initial contract

rents for all units (both unassisted and anticipated to be assisted through PBV)

e) Loan-sizing tab f) Letters of other financial commitment (or conditional

commitments) if available. g) Audited Financial Statements of Applicant (prior 3 years) signed by

Applicant or certified by CPA (Partnerships: please include for general partner) and accompanying management letters. (Note: only include if these have not already been submitted to us).

h) Explanation for any findings or concerns, if any. i) Affordability Period – a brief description of the length of the

affordability period, including any projected affordability restrictions that may be applied to the project by other funders.

6. Resident Services / Supportive Services Provision (see Exhibit C for instructions)

a) Quality of Proposed Services Plan: A brief description (one page maximum) of services that the project will provide.

b) Commitment for Provision of Services: Attach any conditional commitments of letters of intent from providers other than the general resident service provider entity that have already been obtained.

7. Locational Amenities: (see Exhibit C for instructions). Description of the types of locational amenities which support applicant self-scoring.

8. Public Benefit Features: (see Exhibit C for instructions). Description of the types of public benefit features which support applicant self-scoring.


9. Sustainable Development Features: (see Exhibit C for instructions). Description of the types of sustainable development features which support applicant self-scoring.

10. Debarred Statement: If answered “Yes” please attach a full detailed explanation, including dates, circumstances and current status. Otherwise, indicate “N/A”

11. Disclosure Statement: If answered “Yes” please attach a full detailed explanation, including dates, circumstances and current status. Otherwise, indicate “N/A”



Documents

Housing Authority of - Department of Housinghousing.smcgov.org/sites/housing.smcgov.org/files/RFP… · Web viewHousing Authority of the County of San Mateo 2. Request for Proposals-Project