Request for Proposal for Architectural Services Scope of Work and Design Documents for

10400 Detrick Avenue Kensington, Maryland 20895-2484 Telephone (240) 627-9786 Fax (301) 949-1286 www.hocmc.org RFP #1968 Request for Proposal for Architectural Services Scope of Work and Design Documents for Brooke Park 6301, 6303, 6305 and 6307 MacArthur Boulevard, Bethesda, MD 20816 June 5, 2015 Pre-Proposal Conference Date: Location: Proposals Due Date: Location: Tuesday, June 16, 2015, 10:30 AM Brooke Park (Community Room/Basement) 6307 MacArthur Boulevard Bethesda, MD 20816 Monday, June 29, 2015, 2:00 PM Housing Opportunities Commission 10400 Detrick Avenue Kensington, MD 20815 William T. Anderson Procurement Officer bill.anderson@hocmc.org Sheryl Hammond Project Manager BrookePark@hocmc.org

of 7 Background The Housing Opportunities Commission of Montgomery County, Maryland (HOC) is the public housing, development and finance agency of Montgomery County, Maryland. HOC develops, owns and/or manages a wide range of rental housing in Montgomery County including public, affordable, market-rate, supportive and senior housing. HOC seeks a qualified Architect(s) to perform requested services including the preparation of permit and construction drawings (to include civil, MEP, structural engineering and specifications based on a conceptual scope of work prepared by HOC), revision to the land use Plat to make the existing building and density allowable and permittable and construction administration for the comprehensive rehabilitation of Brooke Park. Services should include the architect s responsibility for engaging MEP, structural, civil and landscape engineers, as necessary to complete all required documents for construction. Lighting and sustainability contractors may also be engaged via the selected Architect(s). HOC will engage any necessary environmental consultants. Property Description Brooke Park Apartments is ideally located in Bethesda, MD, and consists of 18 units. Built in the 1950s, the 3 story garden walk up is on approximately 21,000 square feet. It is divided into four addresses ( buildings ) that share a common area basement. The basement currently includes an unoccupied owner s suite, a community laundry room, building systems room, storage, and a makeshift community room. Currently all of the utilities are centralized except for electricity. The project has an opportunity to operate much more efficiently. Parking consists of a sloped lot mixed with concrete and gravel areas with ill defined spaces. HOC acquired the property to preserve affordable housing in the Potomac area. Renovations HOC seeks to renovate the existing property to extend its useful life for at least another 20 years. In general, the work will entail the survey of existing conditions, including major building systems, in conjunction with the Owner and the Owners contractors, to develop and implement a scope of work for exterior and interior renovations that are cost-effective for long-term ownership. The renovation will be completed on a building-by-building basis, removing each building from the main building systems and connecting individual units to their new systems. Upon Commission approval of the Plan, a detailed strategy will be developed. HOC is looking for architects with deep experience and sensitivity to working around residents in place and minimizing the inconvenience. Interior renovations will include a complete gut and rebuild of the building interiors (to include HOC s material specifications/standards) and building systems to include the addition of life safety systems and split system HVAC units. The basement will be converted to living units and the finished product will have (5) 3-bedroom, (7) 2-bedroom, and (6) 1-bedroom units. Two units will meet ADA/UFAS requirements. Each unit will contain energy efficient lighting and appliances (to include a compact washer/dryer). Exterior renovations will include the removal of the existing balconies and the installation of Juliet style balconies, the addition of an accessible entrance and ramp to the second floor from the parking area, replacement of windows, modifications to the façade to provide a more modern appearance, repairs to the roof, parking lot modifications, storm water management and exterior doors. Tenant relocations will be managed by HOC. The renovations will likely be funded by Bonds and Tax Credits.

of 7 Requested Services: Phase I, Document Existing Conditions: 1. Create base drawings of existing building and improvements. 2. Identify needs of existing building. 3. Document existing utility connections. Phase II, Design Review: 1. Review existing environmental reports on the property. 2. Review third party engineering studies/recommendations as they become available. 3. Recommend any modifications to suggest alternative solutions to maximize the value and functionality of the site. 4. Site Plan/Plat Coordination with Montgomery County officials. 5. Determine the ability/desire to pursue Enterprise Green Community Standards. 6. Review/Develop Owner-approved Work Narrative. 7. Assist in selection of and coordinate with general contractor and other consultants as required. 8. Review work product with Contractor; adjust as appropriate. Phase III, Design Development: 1. Finalize space and function recommended and approved in Phase II. 2. Coordinate between the architectural work and the engineering work and other involved disciplines. 3. Refine building code analysis. 4. Outline specifications and more detailed drawings to establish the size and character of the entire project including architectural, structural, mechanical, and electrical systems. 5. Establish the final scope, structural system, materials lists, and sizes. 6. Establish the final scope and preliminary details for on-site civil engineering work. Phase IV, Construction Drawings: 1. Provide complete architectural design services through permit/construction drawings (include progress drawings and a full survey of existing conditions). 2. Provide all required engineering including structural and MEP as required for permitting. 3. Attend all meetings with HOC and property management company staff, government officials and community as required. 4. On behalf of HOC, prepare all applications for required permits and approvals such as applicable site plan, storm water management plan, utility connection permits, building permits, etc. All permit fees will be paid by HOC. 5. Advise and comment on proposed value engineering alternatives. Phase V, Construction Administration: 1. Monthly visits to site. 2. Participation in draw process. 3. Identify coordination issues. 4. Construction Administration/Supervision. Based on a 12-month construction schedule and project close-out. Work to be performed will be completed under the International Existing Building Code (IEBC) and all applicable State, Federal, and Montgomery County construction codes and in compliance with Section 504 of the National Rehabilitation Act of 1973. For additional information regarding the planned renovation, contact Sheryl Hammond, Project Manager, at BrookePark@hocmc.org.

of 7 Submission Requirements: All responses to this RFP must include the following (and shall be submitted in the order outlined below): A. Qualifications Statement a statement clearly outlining the work experience of the organization/team with similar projects demonstrating why you should be selected. This section may include company brochures and other marketing materials to assist HOC in evaluating your firm. If the response represents a team, please include materials from all members of the team including engineering consultants. B. Principals and Staff - Resumes of all principals and primary staff responsible for the project. C. Experience List of similar projects including a brief description of the type, location, size, funding and respondents involvement in the project. D. Experience List of similar projects involving coordination between Owner and County regarding successful plat changes. E. References - A minimum of three (3) references from owners or their representatives on projects involving substantial renovation or new construction of similar size and type. F. Cost A detailed cost estimate including pricing by task and hourly rates by staff type and approximate time needed for each type of staff; include MEP pricing. All proposals must include prices for services from the following disciplines: 1) MEP 2) Structural 3) Civil 4) Lighting High efficacy and low wattage LED light 5) Sustainability (potential) 6) Landscape G. Schedule - Include a detailed schedule of design drawings through submission for permit to Montgomery County Department of Permitting Services. H. Licensing and Insurance - Respondent shall provide proof of all necessary licensing and evidence of adequate insurance. Architect should carry errors and omissions insurance that cover 2x the contract value. Limits must meet or exceed the following: 1) Professional Liability - $1,000,000, 2) Comprehensive General Liability including Personal injury and Contractual Liability for the Hold Harmless Agreement - $1,000,000, 3) Comprehensive Automobile Liability - Statutory, 4) Worker s Compensation - Statutory. I. Information on Architect s status as a minority-, female-, disabled-, and /or resident-owned business, and Architect s affirmative action plan in hiring and training minority, female, disabled persons. J. Building Concept Plan: 1) All proposals should include a concept sketch that addresses exterior improvements/embellishments. 2) Proposed changes that could enhance the attractiveness/functionality of the building. No Respondent may alter their proposal after the due date and time has passed. Failure to provide all required documentation with packet submission may be deemed an incomplete submission and subject to disqualification.

of 7 Selection Criteria HOC will use the following criteria to evaluate the proposals and will rate each Respondent accordingly: Experience (25 points) o Demonstrated experience as primary architect on projects located in the Washington DC metropolitan area specifically with affordable housing and local building codes. o Architect must show experience with State of Maryland, and specific experience with Montgomery County, Maryland storm water management practices and Montgomery County building codes. o Architect must list details of their involvement in projects: of similar type, location, size, and scope with residents in place or phased around residents built within a Sustainable Rating System s Guidelines and must indicate: Rating System used (Enterprise Green, LEED etc.), if the project was submitted for certification (Certification achieved), and, the estimated increase in project cost and long term savings achieved. Price (25 points) o Provide a detailed outline of your proposed price. Qualifications (20 points) o Ability AND availability of the organization/team to undertake and complete successfully projects of comparable size and scope. o Qualifications Statement and supporting information. o Principals and Staff resumes. o Architect must comply with both HOC s Section 3 policy and Section 3 of the Housing and Urban Development Act of 1968. Section 3 requires that, to the greatest extent feasible, HOC and the persons/companies it engages provide job training, employment, and contracting opportunities for low or very-low income residents in connection with this renovation. Emphasis will be placed on selecting firms with strong Section 3 policies. To the extent the Respondent is a Section 3 Concern or business, as defined under the law, the Respondent should provide such information. HOC has its own Section 3 Policy and any contract entered into with an Architect selected under this RFP shall include HOC s Section 3 Policy and requirements (Exhibit 1). o Architect must demonstrate a willingness to employ and train minority, female, and disabled persons (Exhibit 2). o References o Insurance Requirements Building Concept Plan (15 points) o All proposals should include a concept sketch that addresses exterior improvements / embellishments. o Proposed changes that could enhance the attractiveness / functionality of the building. Schedule (10 points) o Provide anticipated schedule in detail for production of each phase of architectural documents from NTP to permits. The anticipated construction start date is May, 2016. Montgomery County, Maryland based business Location (5 Points)

of 7 Minimum Qualifications: 1. Proposals will only be accepted from Respondents who provide satisfactory evidence of and references for completion of at least: a. Proven experience with Garden Style apartment (multi-family) construction (major rehabilitation/renovation or new construction). b. Total construction costs of at least $3,000,000. c. Two projects with residents in place or phased around residents. 2. References - A minimum of three (3) references from owners or their representatives on projects involving substantial renovation or new construction of similar size and type. References shall demonstrate successful experience as the primary architect on multi-family residential projects in the Washington, DC Metropolitan area or Maryland State, with a preference for Montgomery County, Maryland. Typical Contract Documents: HOC utilizes AIA Construction Contract forms and General Conditions with supplemental conditions applicable to HOC projects. HOC intends to use a modified AIA B-108 2009, Standard Form of Agreement Between Owner and Architect for a Federally Funded or Federally Insured Project. Additional contract documents required by HOC include, but are not limited to, the following: a. HOC Amendments to Standard Form of Agreement between Owner and Architect. b. All requisitions will be submitted on AIA Forms G702 and G703 c. All Change Orders must be submitted on AIA G701. d. Lien Releases required on AIA Document G706A. e. CPM Project Schedule. f. Current evidence of Insurance (General Liability, Workers Compensation, Automobile, etc.) Rights Reserved The Housing Opportunities Commission reserves the right to: 1. Reject any or all proposals as non-complying; 2. Reject any proposal from a respondent with prior experience with HOC that was unsatisfactory, at HOC s sole discretion; 3. Waive any informalities (other than submission of a proposal after the deadline set forth above); 4. Modify this RFP, including an extension of the deadline for submission, at any time prior to the deadline; 5. Request further information from the respondent at any time during the process, either in writing or orally. Maryland Local Government Torts Claims Act HOC s liability under any contract in connection with this work will be subject to the limitations contained in the Maryland Local Government Torts Claims Act, Maryland Code, Courts and Judicial Proceedings II, 5-301 et. seq.

of 7 Compliance with Maryland Prevailing Wage Laws Contractor agrees that the Contract and all Work performed thereunder is subject to and must be in compliance with the Maryland Prevailing Wage Law, Md. State Ann., State Fin. and Procur. Art., 17-201, et seq., and corresponding State regulations, to the extent not in conflict or inconsistent with Contractor s obligations under the Davis-Bacon and Related Acts ("DBRA"), 40 U.S.C. 3141, et seq. Contractor agrees to comply with all applicable provisions of the Maryland Prevailing Wage Law for any Work performed under the Contract and will ensure that all Work performed by any Subcontractor will comply with the such law. Questions All questions regarding this RFP must be submitted in writing to Sheryl Hammond, Project Manager, BrookePark@hocmc.org, no later than seven business days before the proposal is due. For additional information regarding HOC s procurement procedures, contact William Anderson, Procurement Officer, bill.anderson@hocmc.org. Pre Submittal Conference Interested firms are encouraged to attend the pre-submittal conference at 10:30 AM on June 16, 2015 which will be held in the Community Room at Brooke Park 6307 MacArthur Boulevard Bethesda, MD 20816 Attendance at this conference is highly encouraged. If you require any aids or services to fully participate in this meeting, please call (240) 627-9786 or 711 (TTY). Submissions Are due no later than 2:00 PM on June 29, 2015. Respondents should submit an electronic copy of their proposal to BrookePark@hocmc.org AND four copies of the signed proposals are to be submitted to: William T. Anderson, Procurement Officer Housing Opportunities Commission 10400 Detrick Avenue Kensington, MD 20895 RFP documents 1. HOC Section 3 Policy clause Exhibit 1 2. Affirmative Action Submission Plan Exhibit 2 3. Unit Type Sketch Plan Exhibit 3 The complete set of RFP documents is available online only by clicking on this link: http://hocmc.checkboxonline.com/rfp1968.aspx Contact purchasing@hocmc.org or (240) 627-9786 if you have issues with the website.