Request for Qualifications General Contractor for Construction of Rancho Verde Apartments FOR Homecomings, Inc. (ASSOCIATED NON PROFIT OF THE HOUSING AUTHORITY OF THE CITY OF SAN BUENAVENTURA) Date Issued: Thursday February 11th 2016 Submittal Deadline: Thursday March 10th 2016, 4:00 PM PST The responsibility for submitting a response to this RFQ at the offices of the Housing Authority of the City of San Buenaventura (the "Authority") on or before the stated time and date will be solely and strictly the responsibility of the Offeror. Homecomings will in no way be responsible for delays caused by the United States Mail delivery or caused by any other occurrence.
Table of Contents: I. Purpose II. III. IV. Introduction & Background Project Details a. Site and Project Description b. Design Team c. Schedule and Financing d. Special Conditions/ Programmatic Requirements RFQ Schedule V. RFQ Instructions a. Required Information and Format b. Evaluation Criteria c. Submission Requirements d. Contact Information VI. VII. Selection Process Attachments a. Tentative Map 4734 b. Architecture c. Green Dinosaur Energy Analysis & Biohabitats Concept Memo d. General Condition and Fee Worksheet *Items VII. a-c are provided for the General Contractor s information only. VIII. Terms and Conditions Page 2 of 9
I. PURPOSE Homecomings Inc., an associated non-profit organization of the Housing Authority of the City of San Buenaventura, is issuing this Request for Qualifications (RFQ) to secure a General Contractor for preconstruction and construction services related to the new construction of 24 multifamily residential apartments located on a vacant site in the Hansen Trust Specific Plan Area, San Buenaventura CA. II. INTRODUCTION & BACKGROUND The subject property is part of the UC Hansen Trust Property Specific Plan Area, encompassing 35.67 acres of undeveloped land between Telegraph Road and Saticoy Avenue in Ventura, CA. In 1992, Thelma Hansen died leaving her estate in trust to the University of California, with instructions that it be used for the sustainability and benefit of agriculture in Ventura County. The trust established the UC Hansen Trust Advisory Board which determined that the real estate property should be sold, with proceeds used to endow the trust s programs. The University subsequently secured approval for the UC Hansen Trust Property Specific Plan which incorporated providing land for farm worker housing. The plan was codified in a Development Agreement and Memorandum of Understanding stating that two designated parcels would be donated to the Housing Authority of the City of San Buenaventura. The subject property was held in trust, until a sale of the 35.67-acre property closed in March 2015. Presently the site is vacant. The construction contract will be between the General Contractor and Rancho Verde Ventura, Limited Partnership (Owner). Homecomings Inc. is the Managing General Partner of the Owner entity/limited Partnership. Said contract will likely be based on a Guaranteed Maximum Price (GMAX) format and will include a 100% open-book policy, with all project-related documents and records being readily-available for review by the development team. Alternatively, the development team may consider a pre-approved AIA Stipulated Sum Contract Form. III. PROJECT DETAILS a. Site and Project Description The Rancho Verde Apartments project consists of 24 units of new construction multifamily apartments to be developed on Lots 28 (0.41 acres) and 29 (0.98 acres) of the Tentative Tract Map 5774. The site will be bordered by a public alley on the northern boundary, S. Saticoy Avenue on the western boundary, single family homes across A Street on the eastern boundary and a 4.08 acre park to be dedicated to the City across G Street to the south. The project will consist of (4) one-bedroom units, (8) two-bedroom units, (11) three-bedroom units and (1) four-bedroom unit. The site will be developed with (10) residential buildings, one stand-alone community building, and landscaped common area courtyards. The community building will have a computer learning center, office space, a small kitchen, and a community/recreational room. Other site amenities include common laundry rooms and immediate access to a large public park with a playground across the street from the site. All parking will be on grade, uncovered parking. All units will be wired for Page 3 of 9
internet accessibility, hard surface flooring, storage space, coat closet, refrigerator, stove/oven, garbage disposal, dishwasher, and private patio. The project will be designed to LEED for HOMES Platinum design standards and will incorporate an energy generation system sized to produce at least 80% of residential energy needs onsite. Additionally, the project will incorporate a greywater system that will collect laundry greywater for onsite landscape irrigation use. The total estimated development cost is $11 million, with a projected construction value of $5.5 million. b. Design Team The design team is comprised of the following organizations: Developer and Managing General Partner Homecomings Inc. Architect Mainstreet Architects and Planners Inc Civil Engineer Southland Civil Engineer and Survey LP MEP Engineer Consulting West Structural Engineer Nishkian Chamberlain Landscape Architect Brodersen Associates Dry Utility Consultant TBD Geotechnical Consultant TBD Sustainability Consultant (Solar, Greywater, LEED) Green Dinosaur Inc. c. Schedule and Financing Williams Homes is targeting July 2016 for recordation of the Tentative Tract Map. The farmworker housing parcels will be graded and offsite improvements will be delivered prior to transfer of the land to the Housing Authority of the City of Ventura, by approximately December 2016. Construction is expected to commence thereafter, or by January 2017. As a result of the offsite and grading improvements to be delivered by Williams Homes, it is expected that construction duration will be limited. Construction duration is estimated to be 12-14 months, and is expected to be completed by February or March 2018. The project is financed with 4% low-income housing tax credit equity (LIHTC), State of CA Housing and Community Development (HCD) Multifamily Housing Program, and USDA Section 514 farmworker housing financing. Due to the financing provided by HCD, State of CA prevailing wage rates will apply. Below is a list of future milestones: 1. March 2015 100% Design Development set 2. May 2015 50% Construction Document set 3. June 2015 Building Department submittal (75% Construction Document set) 4. October 2016 Permit Set approval & Permit issuance 5. December 2016 Close Construction Loan, Issue Notice to Proceed and Start Construction Page 4 of 9
d. Special Conditions / Programmatic Requirements Prevailing Wage/Living Wage/Local Hire Obligations General Contractor must ensure adherence to: MBE and WBE, Section 3, and other requirements stipulated by the various funding sources including state prevailing wage (as applicable). USDA Energy and Sustainability commitments Please reference the enclosed Energy Analysis supplied by Green Dinosaur for a review of the energy and sustainability commitments for Rancho Verde. In addition to incorporating onsite renewable energy generation and greywater system, the Developer has committed to achieving LEED for HOMES platinum certification and Energy Star Version 3. To achieve these sustainable building commitments, with the assistance and input of the LEED Consultants and Design team, the General Contractor will be responsible for implementing the sustainable building standards, particularly as they apply to construction methods, demolition and construction waste management and reuse, and materials. IV. RFQ SCHEDULE As we are currently in the schematic design phase of the project, the Developer would prefer to execute a contract for pre-construction services immediately, in order to allow for input from the General Contractor as early on in the process as possible. The following is the anticipated Pre-Construction schedule. 1. 2/11/2015 RFQ issued 2. 3/10/2015 RFQ Responses due 3. Mid-March General Contractor Interviews (as applicable) 4. Late March General Contractor Selection V. RFQ INSTRUCTIONS a. Required Information & Format The RFQ Response provided by the General Contractor shall contain the content and shall be organized and formatted as follows: 1. Contractor s Qualification Statement a. Provide a completed AIA Document A305. 2. Firm Organization and Credentials a. Provide a company profile, including number of years in business and information/resume(s) for company principal(s). b. Indicate number of employees at firm, separated by office location, if applicable. 3. Proposed Project Team Page 5 of 9
a. Provide an organizational chain-of-command chart for the proposed project team, specific to this Project. b. Provide resumes for all members of proposed project team. 4. Capability to Complete the Project a. Provide a list of relevant experience and a brief profile on similar recent projects, including: i. Project size. ii. Total construction cost (per net rentable and gross square feet). iii. Number of change orders for each project and cost as a % of original construction budget. iv. Similarities to this project. v. Green Building Rating Systems, as applicable. vi. Prevailing wage / Davis Bacon wage compliance, as applicable. vii. Section 3 compliance (24 CFR Part 135), as applicable. viii. Each project referenced should also include owner contact name(s), current telephone number(s) and/or e-mail address(s) and photos. ix. Please do not use any HACSB staff as reference. b. Indicate staffing capabilities and expected administration structure for this project. c. Provide a list of currently booked/contracted work and backlog, including details on the size and cost of each project. 5. Financial Profile a. Provide a breakdown of firm s annual volume for the past three (3) years. b. Provide a financial statement indicating current assets and liabilities. c. Indicate bonding rate and bonding company. d. Indicate insurance limits and insurance company. e. List any pending, outstanding, or known financial claims or legal suits against firm. 6. Contract Structure a. Describe experience with AIA GMAX. 7. Fee & General Conditions a. Provide a completed General Conditions & Fee Worksheet (attached as Exhibit F ) for the project, making sure to tie the proposed schedule duration, for the purposes of calculating overall project General Conditions. GC may modify the form, to add or delete line items, but please highlight or note any modifications and provide reasoning for each. 8. Preconstruction Effort a. Contractor will be involved in a pre-construction role throughout the design and approval process of the Project. b. Contractor will provide updated budgeting, constructability reviews, and potential value engineering opinions periodically as the Construction Documents are prepared and reviewed by the City. Please indicate Contractor s willingness to participate in this process and if compensation is required please indicate. However price will be negotiated subsequent to selection. 9. Special Conditions and Other Experience a. Contractor to describe experience, where applicable, with any of the following sustainable building design standards and features: onsite renewable energy and net zero Page 6 of 9
projects; USGBC LEED for HOMES Platinum standards; Department of Energy Builder s Challenge Program; and or Greywater irrigation systems. b. Managing prevailing wage compliant construction projects. c. Other: Identify whether your firm self-performs any trade work. 10. Project Records a. Describe tools, software and or other systems used for construction management and maintaining project records. 11. Cost Accounting: a. Contractor must demonstrate that its internal accounting and cost tracking systems can manage a project of this size and type and maintain accurate project cost accounting. 12. Safety and Legal Factors a. Describe strategy for providing 24hr site security to ensure the construction site is not an attractive nuisance. b. Please provide the following: Safety records for the past three (3) years; Current Worker s Compensation experience factor; List of outstanding lawsuits including claims, both settled and unsettled for the past five (5) years; Self-certification that there is no active Federal, State or Public Agency disqualification. 13. Site Review: a. We recommend that the contractor make a site visit to familiarize itself with the site. Site reviews during the proposal period are available to give you a more complete understanding of the existing conditions. The site is accessible with no prior arrangements necessary. b. Evaluation Criteria Qualifications will be evaluated based on the following: 1. Firm capacity (20 points) 2. Proposed project team Experience and Availability (20 points) 3. Experience and Past Performance (25 points) 4. Experience related to Special Conditions notably, Prevailing Wage, Greywater Systems, Net Zero Energy and LEED for HOMES (15) 5. Safety and Legal Record (10) 6. Experience in Pre-Construction and Construction Management Services (10 points) 7. Contract Administration and Project Controls (10 points) Maximum points: 110 Page 7 of 9
c. Submission of Qualifications Statement Please submit three hard copies and one disk or jump drive with an electronic version of the submittal. Proposals must be in receipt by Thursday, March 10 th 2016 no later than 4:00pm. No late submittals will be accepted. Proposals must be submitted to: Ms. Veronica Zimmerman Garcia, Senior Developer Insert office address since you want hard copy vgarcia@hacityventura.org (805) 648-5008, ext. 2259 d. Contact Information All questions or requests for documents pertaining to this quotation shall be submitted in writing to: Ms. Veronica Zimmerman Garcia, Senior Developer vgarcia@hacityventura.org (805) 648-5008, ext. 2259 VI. SELECTION PROCESS Homecomings Inc. will evaluate all of the proposals against the evaluation factors stated in this RFQ and may invite the highest ranked firm(s) to participate in an interview or may award a contract on the basis of initial offers received, without discussion. Therefore, each initial offer should contain the Proposer s most complete proposal.. After any interview(s) is (are) completed, and if Homecomings Inc. cannot reach agreement with the highest ranked firm, Homecomings Inc. may contact the next highest ranked firm and repeat the same procedure. Homecomings Inc. may continue this procedure until an agreement is reached (if any) with the most qualified firm that provides a fair and reasonable cost. VII. ATTACHMENTS Exhibits and reports can be found at the following link: https://www.dropbox.com/sh/ar6wpmtrzpnplf9/aabihac8nyjynjbrprercu_aa?dl=0 Page 8 of 9
VIII. RFQ TERMS AND CONDITIONS Please note that the information provided in this RFQ is subject to change, is not all-inclusive, and should be considered informational in nature. If any of the items included in this RFQ directly conflict with information found in the design specifications or drawings, please assume that the latter documents govern. may, at their sole and absolute discretion, reject any and all, or parts of any and all, proposals; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive any irregularities in this RFQ or in the proposals received as a result of this RFQ. Also, the determination or the criteria and process whereby proposals are evaluated, the decision as to who shall receive a contract award, or whether or not an award shall ever be made as a result of this RFQ, shall be at the sole and absolute discretion of Developer s Reservation Rights: In submitting its qualifications, Contractor understands that Developer will determine in its sole discretion which Contractor, if any, will be selected for this project. Contractor waives the right to claim damages or costs of any nature based on the selection process, any communications associated with the selection process, and the final selection of the successful bidder. Without regard to the process set forth above Developer reserves an unconditional right to terminate the selected general contractor at any time, for any reason, during the pre-construction period. Options: The issuance of this RFQ does not constitute an agreement by that any contract will actually be entered in to. The may, at its sole and absolute discretion, reject any and all, or parts of any and all, proposals; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive or correct any irregularities in this RFQ or in the responses received as a result of this RFQ. Also, the determination or the criteria and process whereby responses are evaluated, the decision as to who shall receive a contract award, or whether or not an award shall ever be made as a result of this RFQ, shall be at the sole and absolute discretion of Page 9 of 9