ORLANDO HOUSING AUTHORITY

Transcription

1 ORLANDO HOUSING AUTHORITY REQUEST FOR PROPOSALS for FOR-SALE HOUSING FEASIBILITY STUDY at CARVER PARK, ORLANDO, FLORIDA OHA RFP #FYE September 8, 2016 ORLANDO HOUSING AUTHORITY 390 N. Bumby Avenue Orlando, Florida (407) (407) (FAX) PROPOSAL SUBMISSION DEADLINE NO LATER THAN 2:00 P.M., EASTERN STANDARD TIME, October 4, 2016

2 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 REQUEST FOR PROPOSALS for FOR-SALE HOUSING FEASIBILITY STUDY TABLE OF CONTENTS I Request for Proposals...3 II Background Information...3 III Objective...3 IV Summary...7 V Respondent s Qualifications...7 VI Proposal Requirements...8 VII Term of Contract...9 VIII Evaluation Criteria...9 APPENDICES Appendix A HUD Forms Appendix B Internal Revenue Service Form W-9 Appendix C Section 3 Clause and Section 3 Forms Appendix D Offeror s Certifications, Affidavits and Statements Appendix E Homeownership Overview & Proposed Site Plan Page 2 of 11 pages

3 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 REQUEST FOR PROPOSALS for HOMEOWNERSHIP FEASIBILITY STUDY I. REQUEST FOR PROPOSALS A. Respondents to this Request for Proposals (RFP) shall submit to the Orlando Housing Authority (OHA) a Proposal to perform a Homeownership which will address the various components as set forth in this Request for Proposals. B. Obtaining a Request for Proposals: This document is available upon request up to the closing date/hour of submission. Copies of this RFP may be obtained from the: Orlando Housing Authority, Purchasing Office 390 N. Bumby Drive Orlando, FL Or by calling Monty Stinson at (407) extension 3100 or monty.stinson@orl-oha.org. C. Questions regarding this Request for Proposals, the Scope of Work, or need for additional data or information should be submitted in writing by fax or , by September 20, 2016, to the Orlando Housing Authority, Purchasing Office, 390 N. Bumby Ave., Orlando, FL Please or fax questions to: (407) D. For further information on the Orlando Housing Authority, please visit us on the internet at II. BACKGROUND INFORMATION A. The Housing Authority of the City of Orlando (OHA) is chartered by State law, and governed by a seven member Board of Commissioners appointed by the Mayor of the City of Orlando. The OHA owns and manages 1,500 public housing units and controls Section 8 vouchers for approximately 3,592 units. B. The Orlando Housing Authority seeks to determine the feasibility of mixedincome homeownership for the Carver Park property. The project area is a portion of OHA s Carver Park development property with boundaries of: THE SOUTH ½ OF THE SOUTHWEST ¼ OF THE NORTHWEST ¼ OF SECTION 35, TOWNSHIP 22 SOUTH RANGE 29 EAST; (LESS THE EAST 490 FEET). TOGETHER WITH THE FOLLOWING: THE SOUTHEAST ¼ OF THE SOUTHEAST ¼ OF THE NORTHEAST ¼ OF SECTION 34, TOWNSHIP 22 SOUTH, RANGE 29 EAST (LESS THE LOTS 13 Page 3 of 11 pages

4 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 THROUGH 19, BLOG G. JAMES A. WOODS SUBDIVISION, AS RECORDED IN PLAT BOOK B, PAGE 48, PUBLIC RECORDS OF ORANGE COUNTY, FLORIDA AND LESS THE 30 FEET WIDE PORTION OF WOODS AVENUE RIGHT-OF-WAY THAT IS ADJACENT AND LESS THE 30 FEET WIDE PORTION OF WEST GORE STREET RIGHT-OF-WAY ADJACENT AND CONTIGUOUS TO THE SOUTH LINES OF SAID LOTS 13 THROUGH 19. III. The objective of the feasibility study is to determine the market and anticipated demand for single-family detached, duplex and townhouse homes in the area. A. The overall goal of this study is to determine the feasibility and assistance in the development of a mixed-income homeownership program for families and to integrate the development with the surrounding neighborhood. The plan builds off of previous Carver Park revitalization efforts including the development of 64 seniors-only rental units (The Villas at Carver Park), 56 multi-family rental units (The Landings at Carver Park) and green space. The homeownership phase will complete the redevelopment plan for Carver Park and will act as a catalyst for revitalization of the adjoining neighborhoods. B. Proposed new residential development must reflect a character consistent with these principles. Design elements of new residential development to meet these requirements include: Existing lots and utility connections. One and two story Mixture of architectural styles (e.g. Craftsman, Spanish Colonial, Cape Cod, etc.) Traditional lap siding or stucco masonry exterior wall materials. Front porches Relatively small front yard setback Sidewalks: street trees located between sidewalk and street curb. Off street parking located in rear of townhouse buildings. De-emphasis on garage as an element of the building s street façade. The number and type of for-sale homes proposed for development is as follows: Page 4 of 11 pages

5 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 Description Carver Park HOPE VI Homeownership Phase D Number of Units House SF Affordable Market Single family 4/2 market rate 2 1,569 2 Single family 4/2 affordable 1 1,569 1 Single family 3/2 market rate 5 1,342 5 Single family 3/2 affordable 3 1,342 3 Townhome 3/2 market rate 22 1, Duplex 3/2 market rate Townhome 3/2 affordable 16 1, Rowhome 2/2 market rate 10 1, Rowhome 2/2 affordable 10 1, TOTAL Model home/sales office constructed 2009 (SF market rate) -1 Remaining Units Planned 82 The proposed distribution of market rate and affordable units for sale is: Homeownership # units Affordable Market Rate Single Family Townhomes Row-home Duplex TOTAL With the above concept, OHA is requesting a feasibility study to determine the market and anticipated demand for single-family detached, duplex and townhouse homes for sale in the area. C. Market Area Definition Define the Primary Market Area (PMA) and, if applicable, the Secondary Market Area (SMA) including a map that clearly delineates the areas and an explanation of the basis for the boundaries of the PMA and SMA. Identify PMA and SMA boundaries by jurisdictions, street names, or other geography forming the Page 5 of 11 pages

6 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 boundaries. Also define the larger geographic area in which the PMA is located (i.e. city, county, Metropolitan Statistical Area (MSA), etc.). If using SMA explain the basis on which the decision was made to use and SMA. D. Population and Households Total population Number of households Number of households by tenure and age Tenure by number of persons in household Number of households by income band (preferably in $5,000 increments) Number of households by age and income band (preferably in $5,000 increments) If available, Tenure of households by income band (preferably in $5,000 increments) E. Area Services Describe and evaluate the availability of area services related to the intended tenants. Listed below are general categories that should be addressed but this list is not intended to be exhaustive. Additional services may be applicable, while some of those listed may not be. 1. Shopping and Related Services: Location, and distance from the site of the nearest grocery, drugstore, convenience store, pharmacy and other essential services and retail shopping (including neighborhood shopping malls and regional shopping centers). 2. Transportation: Access and proximity to major roads and highways, bus service, transit centers, commuter rail stations, and airports. 3. Health Care: Location and distance from the site to the nearest hospital(s). 4. Location of relevant supportive service providers and the distance in miles from the site. 5. Major employers in the PMA, the type of business and the number employed. Comment on trends for employment in the PMA in relation to the subject. 6. Historical unemployment rate for the last five (5) years (or other appropriate period) for the PMA and employment growth over the same period or a more recent, shorter period (last two to three years). 7. Comment on the availability of Affordable Housing for employees of businesses and industries that draw from the PMA. F. Employment and Economy Provide data and analysis on the employment and economy of the PMA to give an understanding of the overall economic health of the community in which the PMA is located. 1. The number of new units that have come online in the PMA in the last five (5) years including both Market Rate and subsidized units. 2. The number of rental projects in the pipeline in the PMA. These Page 6 of 11 pages

7 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 should include both Market Rate and subsidized units. 3. A list of existing comparable property, including: Name Location Target Population Type of design Age and condition Number of units by bedroom type Type of utilities (tenant-or landlord-paid) Unit and site amenities 4. Absorption rate (if recently completed) 5. Provide a narrative evaluation of the subject property in relation to the comparable properties. 6. Describe the size of the overall homeownership markets in the PMA affordable to the Target Population, including available subsidized units and Market Rate properties. 7. Discuss the availability of Affordable Housing options, including rental and purchase or sale of homes. 8. Discuss the impact of the subject development on the existing housing stock. 9. An estimate of the Market Vacancy Rate for the PMA homeownership stock. 10. A breakdown of typical wages by occupation for the PMA. 11. Commuting patterns for workers such as how many workers in the PMA commute from surrounding areas outside the PMA. 12. Interviews with local planners, housing and community development officials (including Public Housing Authorities) and market participants (including rental property owners) to estimate proposed additions to the supply of housing that would compete with the subject and to evaluate the local perception of need for additional homeownership opportunities. This should also include the availability and cost of homeownership and pre-fabricated home living (if applicable). G. Existing Homeownership Stock Provide information on other mixed-income, single-family homeownership developments proposed to be developed in the PMA and any rental housing development proposed in the PMA within the 12-month period following the date of the study. This section of the study should include: 1. Local Perspective of Homeownership Market and Housing Alternatives. The Feasibility Study should include a summary of the perspective on the homeownership market, need for the proposed housing, and Unmet Housing Need in the market. The local perspective should consider: Analysis: Provide documents and descriptions that shoe the methodology for calculations in the analysis section and relate Page 7 of 11 pages

8 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 the conclusions to the data. Do not include all rentoverburdened households as part of pent-up market. For the portion of rent-overburdened households that you do include, provide your methodology. A detailed analysis of the income levels of the potential homeowners who can afford the price(s) of the proposed homes. State and support the minimum household income used for total housing expenses to set the lower limit of the Targeted Population s income range. Derive a Market Rate for the subject property and quantify and discuss Market Advantage of the subject and impact on Marketability of the developer s proposed rates for the subject property. Calculate the Capture Rate for the Targeted Population in the subject property incorporating restrictions such as age, income, living in Substandard Conditions, renters vs. home owners, household sizes, etc. Calculate the Penetration Rate. Determine whether or not the Amenities are appropriate and sufficient for the market and the intended home buyers including any Amenities available to the home-buyers at an additional cost, and what that cost is expected to be. 2. New Housing Stock Provide information on the proposed new housing stock (single family detached, townhouse, and duplex) proposed to be developed. Provide analysis and conclusions on anticipated size i. Number of bedrooms with anticipated demand and anticipated absorption rate to assist in the redevelopment plan for Carver Park and the surrounding neighborhood. IV. SUMMARY A. Each feasibility study should include a concise summary of the data, analysis, and conclusions, including the following: Precise statement of key conclusions reached by the analyst. Precise statement of analyst s opinion of market feasibility including the prospect for long-term performance of the property given housing and demographic trends and economic factors. Provide a summary of market related strengths and/or weaknesses which may influence the subject development marketability, including compatibility with surrounding uses, the appropriateness of the subject property s location, unit sizes and configuration, and number of homes, and make recommendations to improve marketability. Page 8 of 11 pages

9 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 V. RESPONDENT S QUALIFICATIONS A. The Respondent must have the documented capability to respond to this RFP with clear evidence of skill and experience. The top rated firms will be required to interview with the Orlando Housing Authority as part of the final selection process. B. Insurance Requirements: The selected firm shall provide the following types of coverage: Comprehensive Workers Compensation Adequate General Liability Insurance with respect to the firm s activities related to this RFP. Such insurance policy or policies shall include, but not be limited to, legal liability up to $500,000 per occurrence and will cover any negligent action of the firm, its agents, servants, employees or clients. All such insurance policy or policies shall also include the Housing Authority of the City of Orlando as additional insured. The firm shall furnish OHA with certificates of insurance prior to issuance of Notice to Proceed. Hold Harmless: The firm shall indemnify, defend, and hold harmless OHA from any and all liability of whatever kind and character for loss, actual or claimed, to persons or property arising by virtue of the activities of the firm, it agents, servants, employees or clients. The firm shall properly notify OHA of any claim involving OHA. Accounting and Auditing Requirements: The firm shall keep records in accordance with generally accepted accounting principles (GAAP). OHA or its authorized representatives shall have access to such records, including the right to audit and to make excerpts and transcripts from such records. VI. PROPOSAL REQUIREMENTS A. The following information, at a minimum, must be included in the Respondent s submission: TAB 1: Technical Approach: Describe the approach to be taken in addressing the proposed Scope of Work. This is to include delineation of specific tasks to be undertaken. Tasks identified to be completed by the firm or its subcontractors or partners. If subcontractors or partners, describe their relationship and experience. TAB 2: Project Management and Staffing: This is to include a project schedule showing start and completion dates for all major tasks and resumes for all personnel proposed for assignment to the project. TAB 3: Previous Experience: Enclose a brief description of the firm s related experience including contact person and phone number for each referred project. Provide at least three (3) references from previous feasibility efforts. Page 9 of 11 pages

10 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 TAB 4: Cost and Pricing: Complete cost breakdown with costs and pricing information for each task described in Tab 1: Technical Approach including performance costs, administrative costs, overhead, etc. TAB 5: Utilization of Section 3, Minority and Women Business Enterprises: Indicate if the firm is a registered M/WBE and where registered. Provide the processes to be used to promote the utilization of M/WBE s and include the firm s Section 3 Plan (See Appendix C: Section 3 Clause and Section 3 Forms). TAB 6: Resident Involvement: Indicate the methods to be used to include members of the Carver Park community and the surrounding neighborhood. TAB 7: Schedule: Provide a detailed narrative and bar graph schedule indicating, in weeks, the activities proposed to be performed. TAB 8: Additional Information: Additional information not included, but relevant to the Feasibility Study. VII. TERM OF CONTRACT A. It is OHA s intent to enter into a single, fixed-price completion contract with a qualified, licensed and certified professional firm to provide a Homeownership Feasibility Study as described herein and is determined to best serve OHA s interests. B. The contract resulting from this RFP shall commence upon the date of contract execution by both parties and extend for an initial period of one year. OHA shall have the option of renewing this contract for up to four additional one-year terms. The decision to renew shall be solely OHA s and a notice of OHA s intent to renew shall be made at least one month prior to normal contract expiration. OHA and the selected real estate appraisal services provider shall re-confirm or renegotiate service terms and conditions prior to contract renewal. If renewal results in changes in the terms or conditions, such changes shall be reduced to writing as an amendment or amendments to this contract and such amendment(s) shall not become effective until fully executed by both parties. C. In the event OHA does not opt to renew the contract under Section III.B above; or OHA and the real estate appraisal service provider are unable to re-confirm or renegotiate terms and conditions for another year, OHA shall have the sole discretion to extend this contract under the current terms and conditions for a period of six (6) months or until a new contract can be established. Page 10 of 11 pages

11 OHA FYE FOR SALE HOUSING FEASIBILITY STUDY AT CARVER PARK SEPTEMBER 2016 VIII. EVALUATION CRITERIA: A. All proposals submitted for consideration will be reviewed and evaluated by an evaluation committee established by OHA. OHA may accept or reject any or all proposals. B. Submissions will be evaluated based on the following criteria: 1. Experience and Qualifications (35 Points) Organization Structure: description of the firm s staffing and organizational structure. Profile of Principals: Experience of the principals and key staff involved. 2. Strategy (35 Points) Program and Strategy: Description of the methods and technical approach to develop the elements of the feasibility study. 3. Cost (20 Points) Cost to complete the Feasibility Study including Reimbursable cost(s) if any. 4. Diversity (10 Points) Minority Business Enterprises: Registered M/WBE firms, and the process to be utilized to recruit additional M/WBE firms. Section 3 Utilization: Registered Section 3 business and the process to be utilized to comply with HUD Section 3 Training and Employment requirements. Community Member Involvement: Methods used to include the members of the community in the effort. Page 11 of 11 pages

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35 State of County of CONTRACTOR S SECTION 3 COMPLIANCE AFFIDAVIT The undersigned makes this affidavit with full knowledge that its contents will be used in the expenditure of funds provided by the United States Government. Under penalty of perjury, I hereby state: 1. I am the of (owner, partner, representative, agent) (bidder/offeror/respondent) the bidder/offeor/respondent that has submitted the attached bid/offer/response; and 2. The bidder/offeror/respondent adheres to Section 3 of the Housing and Urban Development (HUD) Act of 1968, as amended, 12 U.S.C u which requires, to the greatest extent feasible, that a good faith effort is given to identifying small businesses located within the boundaries of the Section 3 service area, making them aware of contracting opportunities, to include their participation and actually awarding contracts to Section 3 businesses. 3. An attempt will be made to undertake outreach activities intended to encourage participation by Section 3 residents in training and employment opportunities to include, but not be limited to: A. Advertising in local media; B. Distributing flyers on training and job opportunities to public housing sites and posting flyers in common areas; C. Informing labor organizations and private job training agencies of potential jobs and contract opportunities; D. Participating in job information meetings and workshops to help Section 3 residents complete applications and learn interviewing techniques. Affiant s Signature Address: Affiant s Title Affiant s Company Name Telephone: ( ) The foregoing instrument was acknowledged before me this day of, 20 by, who is personally known to me or has produced, as identification and who did take an oath. Notary Public My Commission Expires: Contractor s Section 3 Compliance Affidavit 11/9/2015

36 STATEMENT OF COMMITMENT By signature below, I am hereby acknowledging to the Orlando Housing Authority that I have been duly provided with information regarding OHA s Section 3 Program, which explains the obligations and requirements of any covered project which is funded fully or partially by HUD funds. I certify that I am fully empowered to enter into this Statement of Section 3 Commitment of Utilization on behalf of this business; and, I am certifying that the information contained within this Section 3 Plan is accurate and correct. I understand the OHA may impose penalties and sanctions for the submission of any false and/or inaccurate statements within this document. NAME OF BUSINESS SIGNATURE OF AUTHORIZED REPRESENTATIVE TITLE BUSINESS SECTION 3 COORDINATOR (leave blank if same as Authorized Representative) ADDRESS ( ) PHONE COMPLETE BUSINESS ADDRESS BUSINESS WEBSITE (if applicable) The foregoing Instrument was acknowledged before me this day of, 20 by, who is personally known to me or who has produced, as identification and who did take an oath. Notary Public: My Commission Expires:

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