Heritage Square Form 1: Proposal Checklist / Table of Contents

Transcription

1 Form 1: Proposal Checklist / Table of Contents Mandatory Proposers Conference Confirmation (per Section 4a) Form 1: Proposal Checklist / Table of Contents Form 2: Proposer Certification Tab 1 Tab 2 Tab 3 Tab 4 Tab 5 Form 3: Development Team Summary Project Description Narrative (per Section 4f, 2 pages max.) Form 4: HUD 202 Funding Track Record Form 5: City of Industry Funding Track Record Form 6: CA Tax Exempt Bonds with 4% Tax Credit Funding Track Record Form 7: HUD 202 with Tax Exempt Bonds and 4% Tax Credit Funding Track Record Form 8: CA 9% Tax Credit Funding Track Record Form 9: Development Budget Form 10: Development Budget Notes and Assumptions Form 11: Tax Credit Calculation Form 12: Threshold Basis Limit Form 13: Unit Mix and Rents Form 14: First-Year Income and Expense Form 15: 30-Year Cash Flow Form 16: Nonprofit Developer Low-Income Senior Rental Housing Track Record Financial Statement Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Developer Resume (5 pages max.) Certificate of Good Standing (not older than 6 months) Form 17: Architectural Firm of Record New Attached Multifamily Housing Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Architect Resume (5 pages max.) Valid CA Architectural License 1 of 3

2 Tab 6 Tab 7 Tab 8 Tab 9 Tab 10 Tab 11 Tab 12 Form 18: Structural Engineering Firm of Record New Attached Multifamily Housing Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Valid CA Structural Engineer License Form 19: Electrical Engineering Firm of Record New Attached Multifamily Housing Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Valid CA Electrical Engineer License Form 20: Mechanical Engineering Firm of Record New Attached Multifamily Housing Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Valid CA Mechanical Engineer License Form 21: Civil Engineering Firm of Record Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Valid CA Civil Engineer License Form 22: Landscape Architectural Firm of Record Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Valid CA Landscape Architect License Form 23: Property Management Company Low-Income Senior Rental Housing Current Projects Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Property Management Resume (5 pages max.) Form 24: General Contractor New Attached Multifamily Housing Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) General Contractor Resume (5 pages max.) Valid CA General Contractor License 2 of 3

3 Tab 13 Tab 14 Tab 15 Tab 16 Tab 17 Tab 18 Form 25: Service Coordinator Agency Low-Income Senior Rental Housing Current Projects Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Service Coordinator Resume (5 pages max.) Form 26: Construction Manager Pasadena Construction Projects Track Record Pasadena Business License (if applicable) CA Micro Business Certification (if applicable) Construction Manager Resume (5 pages max.) Design Narrative (per Section 3.4a, 2 pages max.) Conceptual Design (per Section 3.4a, including at minimum a three dimensional view, site plan with landscaping and parking, floor plans, building section, and elevations all on 11x17 pages) Form 27: Design Advisor Step 5 of 20 - User Activity Worksheet ( Form 28: Design Advisor Step 6 of 20 - Neighborhood Context Analysis Worksheet ( Form 29: Green Design Measures Tab 19 Supportive Services Plan & Annual Budget (per Section 3.5) Tab 20 Form 30: Local Benefit Commitments Tab 21 Proof of Authority (per Section 4d) Written Offer to Negotiate Exclusively with the Commission (per Section 4g) Tab 22 Equal Opportunity Contracting Forms AA-1, AA-2 & AA-3 (Exhibit H) Affidavit of Non-Collusion Form (Exhibit I) Taxpayer Protection Amendment Disclosure Form (Exhibit J) 3 of 3

4 Form 2: Proposer Certification I, the undersigned, hereby certify under penalty of perjury that all representations made in this proposal for the right to develop very low-income senior rental housing on Pasadena Community Development Commission-owned land known as Heritage Square are true and correct to the best of my knowledge at the time of the proposal s submission. Addenda Received: Addendum No., dated, 2011 Addendum No., dated, 2011 Addendum No., dated, 2011 Addendum No., dated, 2011 Addendum No., dated, 2011 Addendum No., dated, 2011 Addendum No., dated, 2011 Signature of party legally authorized to sign for Proposer Print Name and Title Date

5 Form 3: Development Team Summary Entity Firm Name Address Contact Person Nonprofit Developer Architect General Contractor Structural Engineer Electrical Engineer Mechanical Engineer Civil Engineer Landscape Architect Property Management Service Coordination Construction Manager Phone

6 Form 4: HUD 202 Funding Track Record Project Name Address Year Built Developer - Long Term Managing Partner* * Note: Only projects where the proposer is the developer and long term managing partner will be counted. Consulting, non-managing, non-developer or short term partner projects will not be counted. Self Score:

7 Form 5: City of Industry Funding Track Record Project Name Address Year Built Developer - Long Term Managing Partner* * Note: Only projects where the proposer is the developer and long term managing partner will be counted. Consulting, non-managing, non-developer or short term partner projects will not be counted. Self Score:

8 Form 6: CA Tax Exempt Bonds with 4% Tax Credits Funding Track Record Project Name Address Year Built Developer - Long Term Managing Partner* * Note: Only projects where the proposer is the developer and long term managing partner will be counted. Consulting, non-managing, non-developer or short term partner projects will not be counted. Self Score:

9 Form 7: HUD 202 with Tax Exempt Bonds and 4% Tax Credits Funding Track Record Project Name Address Year Built Developer - Long Term Managing Partner* * Note: Only projects where the proposer is the developer and long term managing partner will be counted. Consulting, non-managing, non-developer or short term partner projects will not be counted. Self Score:

10 Form 8: CA 9% Tax Credit Funding Track Record Project Name Address Year Built Developer - Long Term Managing Partner* * Note: Only projects where the proposer is the developer and long term managing partner will be counted. Consulting, non-managing, non-developer or short term partner projects will not be counted. Self Score:

11 Forms: 9 to 15 Electronic versions of these spreadsheet forms can be found at the City of Pasadena Housing Department web site at: Form 9: Development Budget Form 10: Development Budget Notes and Assumptions Form 11: Tax Credit Calculation Form 12: Threshold Basis Limit Form 13: Unit Mix and Rents Form 14: First-Year Income and Expense Form 15: 30-Year Cash Flow Thanks to the Community Development Commission of the County of Los Angeles Housing Development & Preservation for providing these spreadsheets for adaptation and use by the City of Pasadena Housing Department for the Heritage Square Very-Low Income Senior Rental Housing Request For Proposals.

12 Form 16: Nonprofit Developer Low-Income Senior Rental Housing Track Record Project Name Address Including County** # of Low- Income or Below Senior Rental Units Year Completed (obtained Certificate of Occupancy) Long Term Managing Partner* Total Low-Income or Below Senior Rental Units: * Note: Only projects where proposer is the developer and long term managing partner will be counted. Consulting, non-managing, non-developer or short term partner projects will not be counted. ** Note: The greatest number of low-income senior rental units in the City of Pasadena and Los Angeles, Orange, Riverside, San Bernardino, and Ventura Counties is a tie breaker. Self Score Including Local Preference and Micro Business Bonus: Points

13 Form 17: Architectural Firm of Record New Attached Multifamily Housing Track Record Project Name Address # of New Attached Multifamily Units Architectural Firm of Record* Total Units: * Note: Only projects where the architect is the architect of record or principal will be counted. Self Score including Local Preference and Micro Business Bonus: Points

14 Form 18: Structural Engineering Firm of Record New Attached Multifamily Housing Track Record Project Name Address # of Multifamily Units Structural Engineer of Record* Total Multifamily Units: * Note: Only projects where the structural engineer is the engineer of record or principal will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

15 Form 19: Electrical Engineering Firm of Record New Attached Multifamily Housing Track Record Project Name Address # of Multifamily Units Electrical Engineer of Record* Total Multifamily Units: * Note: Only projects where the electrical engineer is the engineer of record or principal will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

16 Form 20: Mechanical Engineering Firm of Record New Attached Multifamily Housing Track Record Project Name Address # of Multifamily Units Mechanical Engineer of Record* Total Multifamily Units: * Note: Only projects where the mechanical engineer is the engineer of record or principal will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

17 Form 21: Civil Engineering Firm of Record Track Record Project Name Address # of Acres Civil Engineer of Record* Total Projects: * Note: Only projects where the civil engineer is the engineer of record or principal will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

18 Form 22: Landscape Architectural Firm of Record Track Record Project Name Address # of Acres Landscape Architect of Record* Total Projects: * Note: Only projects where the landscape architect is the landscape architect of record or principal will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

19 Form 23: Property Management Company Low-Income Senior Rental Housing Current Projects Project Name Address # of Low- Income Senior Rental Units County* Total Units: * Note: Only projects located in Los Angeles, Orange, Ventura, San Bernadino, and Riverside Counties will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

20 Form 24: General Contractor New Attached Multifamily Housing Track Record Project Name Address # of New Attached Multifamily Units Prime General Contractor* Total Units: * Note: Only projects where the contractor is the prime general contractor, not subcontractor or non-prime contractor, will be counted. Self Score including Local Preference and Micro Business Bonus: Points

21 Form 25: Service Coordinator Agency Low-Income Senior Rental Housing Current Projects Project Name Address # of Low- Income Senior Rental Units* Service Coordinator Agency Total Units: * Note: Only projects with 40 or more units will be counted. Self Score Including Local Preference and Micro Business Bonus: Points

22 Form 26: Construction Manager Pasadena Construction Projects Track Record Project Name Address Construction Cost Construction Cost: Total. Self Score Including Local Preference and Micro Business Bonus: Points

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36 Form 29: Green Design Measures Green Design Item Meets City CALGreen Tier 1 Requirements Exceeds City CALGreen Tier 1 Requirements Comments Drawing Where Shown

37 Form 30: Local Benefit Commitments Developer Name: Percentage of Construction Budget, not including Contingency, committed to: 1. Local Hiring: % (min. 15% required by First Source Ordinance) 2. Local Subcontracting: % 3. Local Purchasing: % The penalty for substantial noncompliance is loss of City subsidy.