District of Sicamous 446 Main Street PO Box 219 Sicamous, BC V0E 2V0 T: 250 836 2477 F: 250 836 4314 E: info@sicamous.ca sicamous.ca DISTRICT OF SICAMOUS REQUEST FOR EXPRESSIONS OF INTEREST MAIN STREET REDEVELOPMENT Expressions of interest ( Applications ) should be addressed and delivered to the attention of Evan Parliament, Town Manager, District of Sicamous Municipal Office, 446 Main Street, Sicamous, British Columbia, V0E 2VO prior to 3 pm on August 25, 2017 (the Closing Date ). NOTES: 1. Applications should be in sealed envelopes or packages marked with the Applicant s Name and the Request of Expressions of Interest ( RFEI ) Title: Main Street Redevelopment. 2. There should be five hard copies of the Application in each sealed envelope or package. 3. The Municipal Office is open Monday to Friday, between 8:30 am and 4:30 pm. The Municipal Office is closed on Saturdays, Sundays and statutory holidays. 4. DO NOT SUBMIT APPLICATIONS BY FAX OR ELECTRONIC MAIL. Questions may be submitted by fax or email before August 18, 2017: all questions related to this RFEI should be submitted in writing to the attention of: Evan Parliament, Town Manager/Corporate Officer Fax: 250-836-4314 E-mail: eparliament@sicamous.ca {00407003; 2 }
INSTRUCTIONS TO APPLICANTS 1. GENERAL INFORMATION 1.1 Introduction The District of Sicamous (the District ) is a growing community noted for its clean green character, vibrant downtown, rich public amenities, relationship to nature and healthy growth. The District is known as the entrance to Shuswap Lake and is the Houseboat Capital of Canada, and is surrounded by natural and recreational amenities, rivers and lakes, mountains, trails and golf courses. Sicamous is located at the junction of the Trans-Canada Highway and Highway 97. The District s municipal government, staff, taxes and fees are very development-friendly. The District is seeking detailed applications from interested parties ( Applicants ) to design, develop, own, operate and finance a mixed residential and commercial development or developments (the Development ) on certain strategically located private lands on Main Street in the District s core (the Lands ). The Development would provide economic return for the developer while also delivering revitalization and redevelopment of the downtown. The District will partner with the successful proponent to the full extent permitted under provincial laws, including in regard to public parking, servicing, open space, amenities and possibly a revitalization tax exemption bylaw. The District anticipates commencement of construction to begin in the spring of 2018 or earlier. Applicants with demonstrated experience in land development are invited to respond. 1.2 Key Dates and Timeframes Applicants should note the following key dates and timeframes: Event Dates Applicants Information Meeting July 11, 2017 7:00 pm Last day for inquiries August 18, 2017 Deadline for submission of Expressions of Interest 3:00 p.m., Sicamous time, August 25, 2017 Council Presentation October 11, 2017 Negotiations October 18 to November 7, 2017 Council Decision November 8, 2017 Commencement of March 2018 Development process Completion of September 2019 Development process 1.3 The community vision The community s vision is about building on the existing energy that characterizes the community by creating a retail, residential and cultural village within the downtown core {00407003; 2 }2
where shoppers, tourists, professionals, families, seniors and the residents can enjoy amenities close to home. The concept involves unique housing options, mixed use commercial and residential space, ground-floor commercial, tourism opportunities, and cultural facilities and other community amenities. The vision includes enhanced streetscapes, an enlivened downtown core and additional destination options for tourists and other visitors. As an example, the Development may include a commercial space, residential development above ground floor, artist studios/galleries, hotel, a neighborhood pub, health care facilities and community amenities. The Development should include some public open space and a mix of above and below ground parking. 1.4 The Lands A plan of the downtown revitalization area Lands (from the District s Official Community Plan ( OCP ) is attached as Schedule B to this RFEI. The Lands consist of privately owned parcels of land, all of which are currently available for purchase and which can be assembled. The District makes no representations or warranties in respect of the geographical or environmental condition of the Lands, or the impact on the Development of any charges or notations registered against title to the Lands. The District will partner with the successful proponent to the full extent permitted under provincial laws, including in regard to public parking, servicing, open space and amenities. Although some rezoning may be necessary to redevelop the Lands for commercial and residential purposes, the District is prepared to expedite consideration of rezoning, subdivision a permitting for Development that is consistent with the OCP vision. {00407003; 2 }3
1.5 Project Goals The District s goals for the redevelopment of the Lands are to: (a) create a vibrant community of residential and commercial uses, with sufficient above and below ground parking, as more specifically described in the development and design guidelines described in Schedule C to this RFEI; (b) facilitate development; and (c) enhance public parking, servicing, open space, a pedestrian-friendly downtown and community amenities. 1.6 Scope of Work The District is looking for a private experienced developer to plan, design, construct, operate and finance the Development. The District expects that the project will involve some or all of the following: (a) acquisition and assembly of Lands on Main Street; (b) subdivision or consolidation of the Lands; (c) partnering with the District to servicing the Lands (including optimizing access to the Lands); (d) rezoning the Lands; (e) designing and constructing the Development in accordance with the zoning bylaw, the applicable zoning conditions and the development and design guidelines described in Schedule C to this RFEI; (f) partnering with the District, including in regard to public parking, servicing, open space, amenities, fast-tracking approvals and other matters under a Partnering Agreement under section 21 of the Community Charter; and (g) ensuring that the Development is financially viable and attractive to tenants/investors. The District anticipates that the Development process will commence by the spring of 2018 or earlier and complete in mid to late 2019. 1.7 Project Principles The Development is guided by the following principles. It is expected that all aspects of the Development will align as much as possible with these principles. (a) quality provide quality work; {00407003; 2 }4
(b) risk management minimize risk and liability exposure to the District and the general public; (c) innovation develop and apply creative solutions to achieve sustainable design, construction, ownership, financing and operation; and (d) aesthetics appearance is an important component of the redevelopment, which has to be cohesive with the neighborhood and the community. 1.8 Evaluation Criteria and Process The District will determine if each Applicant either (1) has the capability of delivering the project in accordance with the requirements set out in this RFEI and/or (2) offers an innovative solution that the District would consider for the Lands and the Development. The District will consider the following criteria when evaluating Applicants responses: (a) alignment with the District s community vision set out in section 1.3 of this RFEI; (b) alignment with the District s project principles set out in section 1.8 of this RFEI; (c) applicant s experience with projects similar to the proposed Development and with the work set out in section 1.7 of this RFEI; (d) applicant s financial ability to undertake the Development and carry out the work set out in section 1.7 of this RFEI; (e) applicant s ability to commence and complete the Development in accordance with the timelines set out in section 1.7 of this RFEI; and (f) likelihood of achieving or exceeding project goals set out in section 1.5 of this RFEI. 1.9 RFEI Process This RFEI is an invitation for each Applicant to provide their project Application to the District. This RFEI does not create any obligation or duty to Applicants that the District could breach, including under any evaluation process arising from or related to this RFEI. All costs and expenses associated with the preparation and submission of the Application, including any costs incurred by the Applicant during the evaluation process, will be borne solely by the Applicant. 1.10 Stage One - Screening The District will review and evaluate Applications to identify qualified Applicants for further consideration and may request Applicants to clarify information provided in their Applications. Based upon this initial screening, the District may short-list a maximum of three Applicants (the Short-Listed Applicants ) who will be approached to submit detailed proposals for review by the District. {00407003; 2 }5
1.11 Stage Two Negotiation or Request for Proposals Subsequently, the District may, at its discretion, negotiate in parallel with one or more Short-Listed Applicants, or in sequence, or in any combination, and may at any time terminate all or any one set of negotiations with the Short-Listed Applicants. 1.12 Stage Three Council Decision Following the completion of negotiations, the District may, but is in no way obligated to, select one or more, or a team of, the Short-Listed Applicants and, if applicable, enter into a binding agreement with such Short-Listed Applicant. 1.13 No Obligation Despite anything in this RFEI, including the submission of Applications by Applicants, the evaluation of Applications by the District, the subsequent negotiations or Request for Proposals, or any discussions or negotiations between the District and any one or more Applicants, the District is under no obligation whatsoever to award to any Applicant. 1.14 District s Use of Applications (a) (b) The Application, once submitted to the District, becomes the property of the District, and the District is under no obligation to return the Application. Subject to section 1.15(b), all right, title and interest in the Application, including any proposed ideas and solutions, are transferred to the District and the District will be free to use the Application without restriction or compensation. Subject to section 1.15 (a), all intellectual property rights in and to any patents, copyright, trade-marks and trade secrets owned by or licensed to the Applicant prior to its submission remain with the Applicant. 1.15 Third Party Consents If applicable, each Applicant should obtain written consent from each individual, company, firm, partnership or other legal person before forwarding such personal or private information to the District. These written consents are to specify that the personal or private information may be forwarded to the District for the purpose of responding to this RFEI and may be used by the District for the purposes set out in this RFEI. The District may, at any time, request the original consents or copies of the original consents from developers responding to this RFEI, and upon such request, the Applicant should be able to supply such originals or copies to the District. 1.16 RFEI Documents (a) This RFEI includes the following attachments: (1) Schedule A Application Format (2) Schedule B Plan of Downtown (from OCP) (3) Schedule C Development and Design Guidelines {00407003; 2 }6
(b) (c) If the District issues any addenda to this RFEI, such addenda will form part of this RFEI. It is the sole responsibility of the Applicant to check the District s website at: http://www.sicamous.ca/content/home regularly for amendments, addenda, and questions and answers related to this RFEI. (d) It is the sole responsibility of the Applicant to review all District s bylaws and policies applicable to the Development and the Lands. 2. COMMUNICATIONS 2.1 Inquiries by Applicants (a) (b) (c) All communications and questions in respect of the RFEI should be directed to Evan Parliament, Town Manager/Corporate Officer. Inquiries should be in written form only, faxed to 250.836-4314 or emailed to eparliament@sicamous.ca before the deadline for inquiries set out in section 1.2. If required, an addendum will be posted on the District s website as noted in section 1.17. Inquiries and responses will be recorded and distributed to all Applicants involved, at the District s discretion. Addenda to this RFEI may be issued and published on the District s website, at the District s discretion. Information obtained from any source other than as set out in section 2.1(a) of this RFEI is not official and must not be relied on. 2.2 Applicants Information Meeting Applicants are invited to attend an information meeting on July 11, 2017 at 7:00 pm. The meeting will be held at the Municipal Office at 446 Main Street, Sicamous, British Columbia. There is no need to pre-register for the meeting. 3. SUBMISSION OF APPLICATIONS 3.1 Delivery Applicants should submit five printed copies of the Application, in sealed envelopes, delivered either by hand or by courier to the address set out on the cover page of this RFEI. Applications should not be faxed or emailed. The Applicant should set out its name and mailing address on the envelope and the envelope should be clearly marked District of Sicamous Main Street Redevelopment. {00407003; 2 }7
3.2 Late Applications Applicants are strongly encouraged to submit their applications before 3 p.m. on the Closing Date. The District reserves the right to accept applications submitted after this time but is not obligated to do so. 3.3 Format of Application Each Application should be in the format set out in Schedule A. All Applications should be submitted in English. {00407003; 2 }8
4. NO DUTY OR OBLIGAITON ASSUMED BY DISTRICT 4.1 No Claim against the District The Applicant acknowledges and agrees that the District will not be responsible for any costs, expenses, losses, damages or liabilities incurred or alleged to be incurred by the Applicant. Submission of an Application by an Applicant absolutely absolves the District of any and all liability whatsoever arising in any way directly or indirectly associated with this RFEI and RFEI process. 4.2 Reservation of Complete Control of Process The District reserves the right to retain complete control over the RFEI process at all times. Without limitation, the District is not legally obligated to review, consider or evaluate Applications in accordance with the procedures set out in this RFEI and the District reserves the right to continue, interrupt, cease, or modify its review, evaluation, negotiation or Request for Proposals process for any or all Applications at any time without further explanation or notification to any Applicant. 4.3 Information Disclaimer The District is not liable or responsible for any verbal or written information, or any advice, or any errors or omissions which may be contained in the RFEI or documents disclosed or otherwise provided to the Applicant pursuant to the RFEI. The Applicant should conduct its own independent investigations and interpretations and should not rely on the District, with respect to information, advice or documentation provided by the District. The District makes no representation, warranty, or undertaking with respect to the RFEI and the District shall not be liable or responsible for the accuracy or completeness of the information in this RFEI or for any other written or oral information made available to any Applicant related to this RFEI. The Applicant now irrevocably waives all rights it may have by statute, at law or in equity, to obtain any records produced or kept by the District in evaluating its Application (and any other submissions) and now agrees that under no circumstances will it make any application to the District for disclosure of any records pertaining to the receipt, evaluation or selection of its Application (or any other submission) including, without limitation, records relating only to the Applicant. 4.4 No Legal Obligation The Applicant acknowledges and agrees that despite any other term of this RFEI, the District assumes no legal duty or obligation in respect of this RFEI or any of the processes described herein. All Applicants are entitled to withdraw their Applications at any time. 4.5 Confidentiality Every document, including Applications, delivered to the District pursuant to this RFEI will be received and held in confidence by the District, subject to the provisions of the Freedom and Information and Protection of Privacy Act. {00407003; 2 }9
Any documents or information relating to the District or this RFEI obtained by an Applicant as a result of participation in this RFEI should be deemed to be confidential and must not be disclosed without prior written authorization from the District. {00407003; 2 }10
Schedule A FORMAT OF THE APPLICATION The District requests that Applicants respond to this RFEI in a comprehensive form which, without being limiting or exhaustive, contains the following: 1. Cover Letter Provide a cover letter with the Application signed by a duly authorized representative of the Applicant who has had the opportunity to review the RFEI, certifying that all statements made and information provided in the Application are complete, true and correct in every detail. 2. Summary Provide a brief overview of your proposed approach and vision to achieving the project goals and aligning with the project principles for the Development and highlight what sets your proposal apart. 3. Organization Describe the complete management and corporate teams ( Team ) for the fulfillment of all components of the Development. Without limitation, provide the following information: a description of the Team whether a company, firm or other consortium- including a description of all Team members and description of the proposed legal structure of the Team; a brief description of the Team members roles, including identification of those members who will be responsible for more than 20% of either the design or the construction of the Development ( Prime Members ); provide a resume for the individual who will serve as the designated representative for the Team; identification of the individuals who will serve in the key project roles for the Team, such as project manager, design manager, construction manager, and other senior personnel who will be assigned to the project. Provide resumes for each of these individuals; and briefly describe any previous working relationships between the Team and the key personnel. 4. Financial Capacity and Stability Demonstrate the financial capacity and stability that qualifies you to undertake the Development. Without limitation, provide the following information: identify the current and anticipated relevant design and construction work of the Team and the Prime Members; {00407003; 2 }11
describe the financial and business resources available to the Team and the Prime Members to undertake the project. 5. Related Experience Demonstrate experience in projects of similar size, scope and complexity. Without limiting the foregoing, provide the following information: location, nature and scope of related projects undertaken by the Team and the Prime Members; provide details of original budgets and final costs, and reasons for any major variations; provide details of both projected and actual project schedules; describe roles of key staff members on those projects as they relate to this proposed project; and provide contract details for a representative on these projects that can be contacted for further information; and describe capability (financial, experience and workload) to commence and complete the Development as set out in this RFEI. 6. Development Concept Based on the information contained in the RFEI, provide, in reasonable detail, a general outline of the components of the Development including the following: the kinds of structures, built form, proposed uses and amenities; ownership structure; District s involvement; anticipated commercial and public uses; anticipated housing options; number and location of parking facilities; and access to the Development. The Development should be described in very general terms, to assist the District in determining whether the interested party at this stage proposes a project that will be of {00407003; 2 }12
interest to the District. Detailed engineering plans or architectural plans are not expected at this time. 7. Financial Plan Describe how you propose to finance the Development, which aspects of the financing have been secured and which aspects remain outstanding. Describe conditions to securing financing. 8. Legal and Regulatory Describe your proposed subdivision and rezoning strategy, as well as your strategy for complying with all applicable federal, provincial and municipal laws and bylaws. Without limiting the foregoing, provide the following information: subdivision or consolidation required in respect of the Development; rezoning required in respect of the Development; amendments to any District bylaws (in addition to rezoning) required in respect of the Development; and anticipated legal agreements to be negotiated with the District in respect of the Development. 9. Implementation Plan Include a detailed schedule of implementing the Development. Without limiting the foregoing, provide the following information: development milestones, including subdivision, bylaw amendment, design, construction, leasing and disposition, as applicable; key people and entities involved at each milestone; and risks and unknown factors in respect of each milestone and strategies of addressing such risks and unknown factors. {00407003; 2 }13
SCHEDULE B PLAN OF THE LANDS [From OCP DP Area Designation] {00407003; 2 }14
SCHEDULE C DEVELOPMENT AND DESIGN GUIDELINES 1. Buildings placed with 0m setback creates a continuous street wall - better pedestrian environment. 2. Wide sidewalks, seating, buried infrastructure, & street trees. 3. Bike lanes along Main Street support multi modal transportation. 4. Strategic bulb outs and landscaping for parking or tree-lined boulevard. 5. Mixed use building with lakeshore nautical style creates a diversity of housing and stronger streetscape. 6. Parking located at the center of the lot 7. Highway commercial infill along highway creates a continuous street front. 8. Storm water treatment, park space, on street parking & highway signage directing highway traffic downtown. 9. In addition, Designs shall be based on a comprehensive plan that includes the Lands and the relationship with the surrounding lands and uses. Designs shall successfully integrate buildings with friendly pedestrian thoroughfares, vehicular circulation, landscaping, parking areas and open space/pedestrian corridors. {00407003; 2 }15
Site development and building design shall recognize the importance of the site as the main gateway to the downtown shopping area and Village centre. Buildings, parking and landscape areas shall conform to the DISTRICT OF SICAMOUS OFFICIAL COMMUNITY PLAN BYLAW NO. 918, 2016 Town Centre guidelines, objectives and policies as set out in sections 4.1 through 4.3 of the OCP. Parking requirements shall be in accordance with the DISTRICT OF SICAMOUS ZONING BYLAW NO. 101, 1993, as amended. Site designs shall consider the following: Contribute (in part) public land for public open space and pedestrian corridors present a quality building facade facing Main Street with no private surface parking between the building(s) and Main Street. on-site parking shall be underground and surface, screened from Main Street. convenient pedestrian access connecting parking areas to the commercial facilities and Municipal Office. {00407003; 2 }16