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RFP 21-003 Issuance of Project-Based Vouchers

For minutes of the Pre-Conference Meeting, click here. 

Click here to view Addendum #1.

For Pre-Conference Meeting details and agenda, click here.

For a printable, formatted version of RFP#21-003 (all of which is included below), click here.

Click here for the PBV Application.
Click here for the Proposer Info Sheet.

Date: March 10, 2021
Project Title: Issuance of Project-Based Vouchers
Delivery Date/Time: April 14, 2021
TO: Qualified Firms
SUBJECT: Request for Proposals (RFP} #21-003

The Housing Authority of the City of St. Petersburg or St. Petersburg Housing Authority ('SPHA' or 'Authority') located in St. Petersburg, Florida, invites property owners and  developers to submit  a written proposal demonstrating their project eligibility, qualifications and interest in securing Project Based Vouchers which meet the requirements of low to moderate income housing as established by the SPHA and set forth herein. Project Based Voucher (PBV) assistance provides rental subsidies paid on behalf of eligible families who live in units that are contracted under the program. In this RFP, the Housing Authority of the City of St. Petersburg seeks proposals from owners/developers who will commit up to one hundred (100) units of their rental housing to receive assistance through project-based vouchers.

Each Proposer must submit one (1) original, (4) copies, and one (1) USB of its proposal per Submission Requirements in Section I of the RFP to the St. Petersburg Housing Authority, attention: Pamela Hobbs, Procurement Officer, 2001 Gandy Blvd, St. Petersburg, FL 33702. Proposals will be accepted until 10:00 AM (EDT), Wednesday, April 14, 2021.

Proposals must be clearly marked on the outside of the envelope or any carrier's envelope as - "Request for Proposals #21-003 Issuance of Project-Based Vouchers."

A Virtual Pre-Proposal Conference shall be held on Wednesday, March 24, 2021 at 10:00 AM - 11:00 AM (EDT).

Please join my meeting from your computer, tablet or smartphone.

You can also dial in using your phone.
United States: +1 (646) 749-3122
Access Code: 795-994-301

Any Proposal received after the specified time and date will not be considered.  All Proposals must be received and time-date stamped by an SPHA employee at the address listed above, on or before the above specified time and date. If you choose to mail in your Proposal, it must be mailed return receipt requested and arrive by the specified time, regardless of the postmark date. THERE WILL BE NO EXCEPTIONS.

By submission of a proposal the Offeror agrees, if its proposal is accepted, to enter into a contract with the Housing Authority to complete all work specified or indicated in the contract documents for the contract price and within the contract time indicated in the attached RFP #21-003. Proposer further accepts all of the terms and conditions of the RFP.

Proposals should be prepared in accordance with instructions contained within the RFP and will remain valid for 120 days. SPHA will not be liable for any costs incurred in the preparation of proposals. Proposals shall be evaluated by SPHA as stated in the evaluation factors noted in the RFP. Oral presentations, if deemed necessary by SPHA, will be scheduled at a mutually agreeable date and time. SPHA reserves the right to request additional information concerning any and/or all proposals submitted. A request for additional information must be emailed or faxed within 48 hours of the stated deadline for submission of additional information. NOTE: SPHA reserves the right to reject any or all proposals if such action is in the best interest of the housing authority and to waive any and all informalities and minor irregularities, at its sole discretion. SPHA reserves the right to cancel this solicitation for any reason it deems is in the best interest of the agency.

Questions regarding the attached RFP should be directed to Pamela Hobbs at (727) 323-3171 ext. 222.

Sincerely,

Michael Lundy, Chief Executive Officer


ADVERTISEMENT

REQUEST FOR PROPOSAL RFP # 21-003

Issuance  of Project-Based Vouchers

The St. Petersburg Housing Authority (SPHA) invites qualified responsible Offerors (the  'Contractor' or 'Proposer') to provide written proposals demonstrating their project eligibility, qualifications and interest in securing Project Based Vouchers (PBV) in accordance with the requirements of the U.S. Department of Housing and Urban Development (HUD).

Proposed Schedule:

  • March 14, 2021 and March 24, 2021 - Advertise Request for Proposals
  • March 10, 2021 - Request for Proposal Documents Available
  • March 24, 2021 - Virtual Pre-Proposal Conference, 10:00 AM (EDT) Click here to join or call +1 (646) 749-3122, Access Code: 795-994-301
  • March 31, 2021 - Deadline to Submit Questions, 10:00 AM (EDT)
  • April 14, 2021 - Proposals are due by 10:00 AM (EDT)

SPHA RESERVES THE RIGHT TO REQUEST ADDITIONAL INFORMATION CONCERNING ANY AND/OR ALL PROPOSALS SUBMITTED.

Solicitation may be downloaded from our website. See "Doing Business" tab. Proposals should be prepared in accordance with instructions contained within the RFP and will remain valid for 120 days. SPHA RESERVES THE RIGHT TO REJECT ANY OR ALL PROPOSALS IF SUCH ACTION IS IN THE BEST INTEREST OF THE HOUSING AUTHORITY AND TO WAIVE ANY AND ALL INFORMALITIES AND MINOR IRREGULARITIES. SPHA RESERVES THE RIGHT TO CANCEL THIS SOLICITATION FOR ANY REASON IT DEEMS IS IN THE BEST INTEREST OF THE AGENCY.

Michael Lundy,  Chief  Executive Officer

 

The Authority is an Equal Employment Opportunity Employer


TABLE OF CONTENTS

INTRODUCTION - NOTICE OF INTENT  

SECTION A - TERM OF CONTRACT 

SECTION B - BACKGROUND

  • PROJECT BASED VOUCHER PROGRAM OVERVIEW
  • OFFER OF PROJECT BASED VOUCHER
  • APPLICATION PROCESSING
  • APPLICATION: PROJECT DESIGN & FEASIBILITY

SECTION C - PROPOSAL EVALUATION

SECTION D - DUE DATE OF PROPOSAL  & CONTRACT AWARD

SECTION E - INSTRUCTIONS  TO PROPOSERS

SECTION F - REQUIRED CERTIFICATIONS

SECTION G - MANDATORY CLAUSES

SECTION H - INSURANCE

SECTION I - SUBMISSION REQUIREMENTS

SECTION J - MBE/WBE/SBE PARTICIPATION

SECTION K - SECTION 3 REQUIREMENTS

SECTION L - LIST OF ATTACHMENTS
 

EXHIBITS

All Exhibits listed below will need to be completed with your submission. Click here to go to the Additional Forms page for all the Exhibit forms.

A.  HUD Form 5369-B (8/93), Instructions to Offerors Non-Construction

B.  HUD Form 5369-C (8/93), Certifications and Representations of Offerors Non-Construction Contract

C.  Supplemental Instructions to Proposers & Contractors  (SIPC)

D.  HUD Form 5370-C (01/2014), General Conditions for Non-Construction  Contracts  Section I (With or without Maintenance Work)

E.  HUD Form 2992, Certification Regarding Debarment  and Suspension

F.   E-Verify Contractor Affidavit

G.  Non-Construction Contractor's Certification of Record of Previous Participation in Federal, State or Local Government Funded Contracts

H.  Certification of Authorization to Execute Contract

I.   Non-Collusive Affidavit of Contractor/Subcontractor

J.   Conflicts of Interest

K.  Sworn Statement Pursuant to Section 287.133(3)(a), Florida Statutes, on Public Entity Crime

L.   Diversity Statement

M.  MBE/WBE/SBE Certificate (PROVIDED BY PROPOSER)

N.  MBE/WBE/SBE Utilization Summary

0.  Section 3 Contracting Forms P.  Proposer's Information Form

Q.  PBV Application


REQUEST FOR PROPOSAL
RFP # 21-003
Issuance of Project-Based Vouchers

NOTICE OF INTENT TO RECEIVE PROPOSALS

In accordance with the U.S. Department  of Housing and Urban Development (HUD) Handbook 7460.8

REV-2, Florida  Statutes  and with other applicable laws, the St. Petersburg  Housing  Authority (SPHA) qualified responsible Offerors (the 'Contractor' or 'Proposer')  to provide written proposals demonstrating their project eligibility, qualifications  and interest  in securing Project Based Vouchers (PBV) in accordance with the requirements of the U.S. Department of Housing and Urban Development (HUD).


SECTION A

A-1      Term of Contract

The SPHA plans to award one or more  Housing  Assistance Payments (HAP) contracts  resulting  from this  solicitation.  Specific requirements  and payment  measures  will be delineated  in the contract.  The initial term of a contract resulting from this solicitation shall be up to fifteen (15) years. Per the Annual Contributions Contract (ACC) between SPHA and HUD, SPHA may determine the term as it deems reasonable.  SPHA reserves the right to make multiple contract awards or no awards for any or all of the services required pursuant to this RFP.


SECTION B

B-1      Background

The Housing Authority of the City of St. Petersburg. Florida (also known as the St. Petersburg  Housing Authority)

The St. Petersburg Housing Authority, Florida, was created pursuant to Chapter 421, Florida Statutes for the purpose of providing decent, safe and sanitary housing to low-income residents of the City of St. Petersburg.  Currently,  SPHA owns and manages  a variety of low-income  and affordable  housing  units and administers  Section  8 Housing  Choice  Vouchers,  along  with  supportive  service programs for its residents. Together,  these  programs  provide quality and sustainable  housing  opportunities  for approximately 4,000 qualifying households.

A seven-person  Board of Commissioners, authorized by the laws of the State of Florida, appointed  by the Mayor, is responsible  for the development  of housing  policy and the authorization  of expenditures. SPHA's jurisdiction includes the City of St. Petersburg and extends in a ten-mile radius outside the City limits.

Founded  in 1937, the St. Petersburg  Housing  Authority  is one of the oldest housing  authorities  in the nation and is continually rated by the U.S. Department  of Housing  and Urban Development  (HUD) as a "High Performing" agency.

Michael Lundy serves as the agency's  Chief Executive Officer  and Secretary of the Housing Authority's Board of Commissioners.

Several  years  ago,  SPHA  embarked  on a plan to  reposition  its Public  Housing  portfolio  and  expand affordable  housing units throughout  St. Petersburg.  Repositioning  strategies  include;  the disposition  of former Public Housing communities,  acquisition and development  of new mixed income communities.

B-2    PROJECT BASED VOUCHER PROGRAM OVERVIEW

  1. Program Administration
    The Project-Based Voucher (PBV) Program is administered through HUD regulations and the policies outlined in SPHA's Administrative Plan. The Code of Federal Regulations Title 24, Part 983, which outlines the primary governing regulations of the PBV program, is available for review online at https://www.ecfr.gov/cgi-bin/text-idx?node=pt24.4.983&rgn=div5.
    Under the PBV program, SPHA enters into a housing assistance payment contract with the owner for specified rental units, for a specified term of up to fifteen (15) years, with annual renewal terms, subject to funding availability under the program. Assistance of subsidy is provided while eligible families occupy the rental housing units. The project-based units are required to meet program standards throughout the term of the contract.  To fill vacant project-based units.   SPHA subsidy standards determine the appropriate unit size for the family and composition
  2. Purpose
    The purpose of the PBV Program is to encourage property owners to attach Project Based Voucher assistance to rental property in order to preserve and increase the number of housing units serving low­ income persons in the community.
  3. Funding
    Housing  Authorities may  use  up  to  20% of  their  voucher allocation for  a  PBV  program.  Plus,  an additional 10% to assist veterans or people experiencing homelessness, to provide supportive housing to seniors or people with disabilities, or in low income areas. Funding for project-based assistance comes from funds already obligated by HUD to a Housing Authority's Housing Choice Voucher Program.
  4. Description of PBV Program
    Under this PBV Program, SPHA will provide assistance to select existing, rehabilitated or new construction housing developments (as defined by HUD) willing to designate a portion of their units to special needs populations. HUD defines PBV housing developments as follows:
    1. Existing housing is housing that already exists and that (upon SPHA inspection of its designated PBV units) substantially complies with the Housing Quality Standards (HQS) on the proposal selection date.
    2. Rehabilitated housing is housing that exists on the proposal selection date, but whose designated PBV units do not substantially comply with the HQS on that date, and are re-developed, pursuant to an Agreement between SPHA and the owner for use under the PBV program.
    3. New construction housing is housing that does not exist on the proposal selection date and is developed after the date of selection pursuant to an Agreement between SPHA and the owner for use under the PBV program.

      HUD-established HQS specifications are described in the Code of Federal Regulations, Chapter 24, Section  982.401. All  PBV assisted  units  must  meet  HQS  and  other requirements before rental assistance can commence.

      Upon completion of a successful Housing Quality Standards inspection or approved alternate inspection method, SPHA and the property owner will enter into a Housing Assistance Payments (HAP) contract for specified units for a term of up to fifteen (15) years. The HAP contract establishes the initial rents for the units and describes the responsibilities of the Housing Authority and the owner. Rental assistance (which is based on each household's income) is provided while the units are occupied by eligible individuals or households referred from SPHA's waiting list. HAP contract renewal after the initial term may occur at the sole option of the Housing Authority for such a period not exceeding fifteen (15) years as the Authority determines appropriate to expand housing opportunities and to achieve long-term affordability of the assisted housing.  All HAP contracts and subsequent renewals are contingent upon the future availability of appropriated HUD funds for the HCV Program.
  5. Cap on Number of PBV Units per Project
    Up to twenty-five percent (25%) of a project's units may be project-based. This cap will not apply if the PBV units over the (25%) cap is leased only to elderly families, disabled families or families receiving supportive services. Supportive services include but are not limited to the services listed below.  To be eligible for this service exception, a project must provide to the selected units at least four of the services listed:
    • Child care
    • Transportation
    • Education
    • Job training and employment counseling
    • Substance/alcohol abuse treatment or counseling 
    • Household skills training
    • Homeownership counseling

      The project owner will be responsible for regularly monitoring the supportive services requirements for the selected units and must submit, at least annually, a report listing the households, the types of services provided and accessed, and the frequency of that access.
  6. Occupancy and Vacancy of PBV Units
    Project-based units must be leased only to households eligible for Section 8 PBV assistance for the term of the HAP contract. For existing and rehabilitation projects, designated PBV units that are occupied on the proposal selection date must be occupied by a household eligible for Section 8 PBV assistance, if the household is not eligible, the unit cannot be selected for PBV assistance.
    PBV units that are vacant at the time of project selection or become vacant at any time during the term of the HAP contract will be filled with eligible applicants from the Housing Authority's site-based waiting list.  The owner and tenant of a Project-Based unit must notify SPHA immediately if a tenant will be moving from a PBV unit.  SPHA will notify applicants from a site-based waiting list and refer interested individuals/households to the owner for selection. Once an applicant is approved by the owner, the owner will refer them back to SPHA for final eligibility determination based upon the following process: 1) SPHA selects a tenant from the appropriate waiting list, 2) SPHA determines the household's eligibility, 3) SPHA refers eligible residents to the owner/site and, 4) SPHA approves occupancy and issues the subject voucher.
    During the course of the tenant's lease, the owner may not terminate the lease without good cause. "Good cause" does not include a business or economic reason or desire to use the unit for an individual, household, or non-residential rental propose.  Upon expiration of the lease, the owner may: renew the lease; refuse to renew the lease for good cause, or refuse to renew the lease without good cause.
  7. Ineligible Units
    Certain special housing types are NOT eligible for project-based assistance. These include transitional housing, owner- occupied units, shared housing, public housing, Section 202 housing, Section 236 housing (exception made for units subsidized with Section 236 interest reduction payments) and units occupied by households who are not eligible for participation in the PBV program.  Please see 24 CFR 983.53 for a complete list of ineligible properties.  The list is not exhaustive and SPHA will reserve the right to make the final determination.
  8. Rent Limits
    The gross rent for HCV assisted properties (minus any utility allowance) may not exceed 100% of Fair Market Rent (FMR) for both initial rent and annual adjustments and must be rent reasonable in relation to rents charged in the private market for comparable unassisted units.
  9. Federal Requirements
    Certain other Federal requirements also apply to rental assistance, including, but not limited to:
    1. Fair Housing. Nondiscrimination and equal opportunity.  See 24 CFR 5.105(a) and section 504 of the Rehabilitation Act.  Selected projects are subject to Fair Housing reviews which may include review of marketing and outreach plans and reasonable accommodation policies.
    2. Environmental Review. See 24 CFR parts 50 and 58 and 24 CFR part 983.58.3
    3. Eligibility Restrictions. Prohibition on use of debarred, suspended, or ineligible contractors.
      See CFR 5.105(c) and 24 CFR, part 24. In addition to the above, the following applies for new construction or rehabilitated housing.
    4. Labor Standards. Regulations implementing the Davis-Bacon Act, Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708), 29 CFR part 5, and other federal laws and regulations pertaining to labor standards applicable to an Agreement covering nine or more assisted units.
      In addition to #1-4 above, the following applies for rehabilitated housing only.
    5. Uniform Relocation Act. A displaced person must be provided relocation assistance at the levels described in and in accordance with the requirements of the Uniform Relocation Assistance and Real Property Acquisition Polices Act of 1970 (URA) (42 U.S.C. 4201-4655) and implementing regulations at 49 CFR part 24.

B-3      OFFER OF PROJECT BASED VOUCHERS

  1. Number of PBV Units Available
    The Housing Authority will make up to 390 units available for existing, rehabilitated or new construction projects that will provide affordable housing to low- and very low- income households, including households, the elderly, and the disabled.
  2. Threshold Project Eligibility
    In order to be considered under this RFP, all projects submitted must meet the conditions stated below:
    1. Proposed project must be located in the SPHA Jurisdiction.
    2. Applicant must request to project-base no less than ten (10) units at a proposed project (up to 100 units).
    3. Proposed project must be an existing project, a planned new construction  project  or an existing project in need of major rehabilitation (see Section 8 of this RFP).
    4. Construction  or rehabilitation for the proposed  project must not have started at time of selection for PBV (and cannot start until all post-award conditions are met and an Agreement is signed).
    5. New construction or rehabilitation projects must provide a detailed plan for its construction and permanent  financing which identifies the committed  financing and anticipated  remaining  funding sources, including the status and commitment timeline for each source.
    6. Proposed new construction  projects must be located in a census tract with a poverty rate of no more than 20%.
      1. An exception to this requirement is possible if certain other conditions exist, i.e., there has been an overall decline in poverty rate over the past five years; the area is undergoing significant revitalization; new market rate units are being developed that would positively impact the poverty rate; and other conditions. Poverty rate, minority concentration and other characteristics of the neighborhood  and census tract where the project is/will be located may apply.  See 24 CFR Section 983.57 Site Selection Standards.
        1. Census tract in which PBV development  will be located in a HUD-designated Enterprise Zone, Economic Community, or Renewal Community (urban or rural)
        2. Census tract where the concentration of assisted units will be or has decreased as a result of public housing demolition and HOPE VI redevelopment
        3. Census tract in which the proposed PBV development will be located is undergoing significant revitalization as a result of state, local, or federal dollars invested in the area
        4. Census tract where there are meaningful opportunities for educational and economic advancement
    7. Applicant must have site control or evidence to indicate that the needed approval/documentation for site control is likely to be obtained and will not delay the project.   Priority will be given to those projects that can demonstrate completion and occupancy within twelve (12) months or sooner.
    8. Applicant must provide evidence that the proposed new construction or rehabilitation is permitted by current zoning ordinances or regulations,  or evidence to indicate that the needed rezoning is likely to be obtained and will not delay the project.
    9. Any new construction or substantial rehabilitation of a building with more than four rental units must include installation of broadband infrastructure. Broadband infrastructure includes cables, fiber optics, wiring, or other permanent (integral to the structure) infrastructure, including wireless infrastructure, that is capable of providing access to internet connections in individual housing units, and that meets the definition of "advanced telecommunications capability" determined by the Federal Communications Commission under section 706 of the Telecommunications Act of 1996 (47 U.S.C.1302).
      For the purpose of determining whether the installation of broadband infrastructure is required, the term "substantial rehabilitation" means work that involves:
      1. Significant work on the electrical system of the multifamily rental housing. "Significant work" means complete replacement of the electrical system or other work for which the pre­ construction cost estimate is equal to or greater than 75% of the cost of replacing the entire electrical system. In the case of multifamily rental housing with multiple buildings with more than four units, "entire system" refers to the electrical system of the building undergoing rehabilitation; or
      2. Rehabilitation of the multifamily rental housing in which the preconstruction estimated cost of the rehabilitation is equal to or greater than 75% of the total estimated cost of replacing the multifamily rental housing after the rehabilitation is complete. In the case of multifamily rental housing with multiple buildings with more than four units, the replacement cost must be the replacement cost of the building undergoing rehabilitation. The installation of broadband infrastructure is not required when the Owner determines and documents the determination that:
        1. The location of the new construction or substantial rehabilitation makes installation of broadband infrastructure infeasible;
        2. The cost of installing broadband infrastructure would result in a fundamental alteration in the nature of its program or activity or in an undue financial burden; or
        3. The structure of the housing to be substantially rehabilitated makes installation of broadband infrastructure infeasible.

B-4       APPLICATION PROCESSING

  1. Limit on Number of Projects
    Applicants ("applicant" means a sponsoring housing development organization and all its affiliated entities) can submit a maximum of three (3) projects for consideration under this RFP.  Each application  must  be  for  a  single  project.  A  project  is defined  as  a  single  building,  multiple contiguous  buildings, or multiple buildings that meet the HUD requirements  to be considered  an Asset Management  Project (AMP).
  2. Organization of Submitted Materials
    All  proposals  (SPHA  application  form  and  supporting documents)  must  be  legibly  typed  and neatly organized  and presented.  All proposals must be bound by use of a binder or similar cover device.   Applications  submitted  in loose-leaf style or held together by a paper clip or binder clip will NOT be accepted. See Section I, Submission Requirements.

B-5       APPLICATION: PROJECT DESIGN & FEASIBILITY

The owner's application submitted to the SPHA must contain the following:

1.     A description  of the housing  to be constructed,  including  the number  of units by size (square footage),  bedroom  count,  bathroom  count,  sketches  of  the  proposed  new  construction,  unit plans, listing of amenities and services, and estimated date of completion.

2.    Evidence of site control and identification and description of the proposed site, site plan and neighborhood.

3.    Evidence that  the  proposed new construction is permitted by current zoning  ordinances or regulations or evidence to indicate that the needed rezoning is likely and will not delay the project.

4.   The proposed contract rent per unit, including an indication of which utilities, services, and equipment are included in the rent and which are not included.   For those utilities that are not included in the rent, an estimate of the average monthly cost for each unit type for the first year of occupancy.

5.    A  statement  identifying: the  number  of  persons  (households,  individuals,  businesses  and nonprofit organizations) occupying the property on the date of the submission of the application; the number of persons to be displaced, temporarily relocated or moved permanently within the building or complex; the estimated cost of relocation payments and services, and the sources of funding; the organizations(s) that will carry out the relocation activities; the identity of the owner and other project principals and the names of officers and principal members, shareholders, investors, and other parties having a substantial interest; certification showing that the above­ mentioned parties are not on the U.S. General Services Administration list of parties excluded from Federal procurement and non-procurement programs; a disclosure of any possible conflict of interest by any of these parties that would be a violation of the Agreement or the HAP contract;  information  on  the   qualifications  and  experience  of  the   principal   participants (information concerning any participant who is not known at the time of the owner's submission must be provided to the SPHA as soon as the participant is known); the owner's plan for managing and maintaining the units; evidence of financing or lender interest and the proposed terms of financing; and the proposed term of the HAP contract.

If a project does not meet the requirements indicated above, it will be designated non-responsive.  A notice mailed and/or emailed to the applicant will identify the disqualifying factor.

Proposals that meet the requirement will be evaluated and ranked by the selection panel.  An SPHA ranking list will be prepared according to the points awarded to each proposal.  The SPHA may, at its discretion, select one or more of the proposals submitted, or none of the proposals submitted.

  1. Project Design & Feasibility
    1. Narrative  that  incorporates  physical  design  components  or  features;  description of  on-site property manager and managers unit.
    2. Describe  accessibility  and  location  of  social,  recreational,  educational,  commercial, transportation, and health facilities.
    3. Describe any physical design elements included to directly benefit the population served.
    4. Project schedule indicating date specific milestones including expected occupancy.
    5. Applicant must  provide  letter  of  interest (LOI)  or  commitment letters  from  lenders  who  are providing the permanent and construction financing and/or equity providers who plan to purchase the tax credits. Documents must provide specific details outlining the terms, rates, fees, pricing, required reserves for operating and replacements, equity injection schedules and contact names and phone numbers with email addresses.
    6. Applicant must  provide  a  detailed line  item  breakdown  of  proposed  construction  costs  and expenses.
    7. Submit a fifteen (15) year pro forma that provides detailed projections of revenues,  vacancy rates, expenses, debt service and cash flow. Income and expenses should use the nationally­ accepted standard trending of two (2) percent income and three (3) percent for expenses with a seven (7) percent trend for vacancy.
    8. Provide an operating budget for the proposed duration of the HAP contract.
    9. Applications for existing and rehabilitation projects must include:
      1. Existing housing only: a statement acknowledging that the property meets the definition of "existing housing" for purposes of the PBV program and that the units can be brought into HQS compliance within 45 days of proposal selection. The units must pass HQS before execution of the HAP contract.
      2. Rehab and existing housing: current tenants must be low-income and meet income eligibility requirements for the Section 8 voucher program. The housing authority may not select a unit, enter into an agreement with respect to a unit, if the unit is occupied by persons who are not eligible for participation in the program.
  2. Supportive Services
    1. Narrative describing the supportive services available, or will be made available, to the residents of the project. Identify any case management services provided with the voucher.
    2. Include a description of on-site as well as off-site services, what services include, who provides the services, the length of time services will be available, and how off-site services will be accessed.
    3. Indicate if there is a fee charged for any services.
  3. Pre-Award Conditions
    Prior to project selection, SPHA must conduct:
    1. Unit Inspections. If the units to be assisted already exist, SPHA must inspect all the units prior to the proposal selection date according to HUD's Housing Quality Standards (HQS) guidelines and determine whether the units will be considered as existing housing or rehabilitated housing (see definitions in section Ill.D. of this RFP).
    2. Site and Neighborhood Review.  Before proposal selection, SPHA will conduct an inspection of the proposed PBV site.  Site selection standards include 1) An assessment of  the physical attributes and appropriateness of the site for the proposed units; and 2) An  assessment of whether  the project is consistent with the goal of deconcentrating poverty and expanding housing and economic  opportunities as stated in SPHA's Administrative Plan. Owners/developers may be asked to submit additional information to  help facilitate this site review.
  4. Project-Based Voucher Award
    Proposals that meet the program requirements will be evaluated and ranked according to the evaluation factors described in this RFP.  A ranking list will be prepared according to points awarded to each proposal.  Existing projects that are otherwise eligible and meet the minimum threshold requirements will be given selection preference over new construction or rehabilitation projects.
    The project application scoring the highest points will be conditionally awarded project-based rental assistance or project-based vouchers up to the amount requested and in accordance with the specified limits. After awarding the highest scoring application(s), the Housing Authority will conditionally award the next highest ranking applications with project-based vouchers up to the amount requested and in accordance with the specified limits until all vouchers advertised as available for the program have been assigned. If the Housing Authority determines that an application is eligible for PBV funding but cannot be fully funded at the amount requested by the applicant, the owner will be given the opportunity to receive partial funding.
    Before selecting projects, the Housing Authority will determine that each application is responsive to and in compliance with the Housing Authority's written selection criteria as stated in this RFP, and in conformity with HUD program regulation and requirements at 24 CFR part 983. The Authority may request additional documentation as needed to determine an applicant or project's eligibility or qualifications. SPHA may, at its discretion, select none of the proposals submitted and reserves the right to postpone or cancel the final award of the proposals at its convenience.
  5. Post-Award Conditions
    For the selected project(s), the following items must be completed before SPHA and the owner can execute a Housing Assistance Payments (HAP) contract.
    1. Environmental Review. Project activities are subject to HUD environmental regulations in 24 CFR parts 50 and 58.   SPHA must obtain documentation of environmental clearance from the Responsible Entity who conducted or approved the environmental review (see 983.58).
    2. Determination of initial contract rent. SPHA will determine the amount of initial rent to owner according to 24 CFR Section 983.303, paragraph (c). If the project is a SPHA-affiliated property, the rent will be determined by an independent agency.
    3. Subsidy layering review. New construction projects or existing projects in need of rehabilitation that utilize tax credits or other governmental housing assistance from federal, state or local agencies are subject to a subsidy layering review (see 24 CFR 983.55) to prevent excessive public assistance for the project. Owners/developers will be required to submit a list of documents to SPHA which will be submitted to HUD for the review.

SECTION C

C-1       Evaluation Criteria

The evaluation of professional qualifications of the proposals will be based  on the qualifications of the Offeror's firm, technical criteria, references and proposal evaluation scoring. Specific evaluation criteria to evaluate the technical  qualifications of each Offeror and their degree of importance and/or relative weight  are numbered as Evaluation Factors 1 - 5, with a possible  100 points  possible, excluding any bonus, and are as follows:

Factor Type/Description

Evaluation Factor 1, Max point value 30.
Subjective
EXPERIENCE  & CAPACITY:  Provide  information  indicating  the experience of the  team  members,   including   recent  experience   in  planning,   implementing, managing  physical  developments,  financing,   leveraging,   mixed  income communities and partnership activities. If tax credits are proposed for the development, provide documentation that an allocation has been made.

Evaluation Factor 2, Max point value 25.
Subjective
SITE CONTROL & ZONING:   Provide documentation  indicating  site control and that the site is currently zoned for the type of housing proposed.

Evaluation Factor 3, Max point value 10.
Subjective
Provide information indicating the proposed SUPPORTIVE  SERVICES, including  specific  services  to  be  offered  for subsidized households, e.g., job training, credit  counseling, mentoring programs,  etc. The  services may be offered through a third party or other form of partnership.

1)  Transportation, i.e. shuttle

2)   Education

3)   Child care

4)   Job Training and employment counseling

5)   Section 3 Plan to utilize SPHA residents- employment  or training

6)   MBE/WBE/SBE participation

7)   Substance/alcohol abuse treatments or counseling

8)   Household or life skills training

9)   Homeownership counseling

Evaluation Factor 4, Max point value 10.
Subjective
PROPOSED  MANAGEMENT STRUCTURE:  Provide  information indicating  the experience  of  the  team  members,   including recent experience   in  managing similar type properties involving non-subsidized and subsidized housing.

Evaluation Factor 5, Max point value 10
Objective
DESIGN & FEASIBILITY: Provide documentation of the proposed site plan, new unit development,  community  space, open space, building scale, etc.

Total Points (other than preference points & interview), 100 Points

NOTE:   Points will be awarded for each Factor by each of the appointed evaluation committee members based on his/her opinion after a thorough review of the information submitted by each proposer within his/her proposal.

Per HUD's  Section 3 Final Rule 9/29/20, non-construction services that require  an advanced  degree or professional licensing are excluded from HUD's  Section 3 requirements. However. all Contractors who are awarded contracts b y SPHA must comply with SPHA's Section 3 Policy.

Preference Evaluation Factor. The following factors will be utilized by the Procurement Officer (PO) or representative to evaluate each proposal submitted received.

Evaluation Factor 6, Max point value 5
MBE/WBE/SBE Participation: Minority Business Enterprise (MBE), Women's Business Enterprise (WBE), and Small Business Enterprise (SBE) designation, participation and/or joint venture.

  1. M/WBE or SBE designated firm - submit copy of state or local      certification, OR (5 points)
  2. Joint venture or subcontract with a M/WBE or SBE firm - submit copy of state or local certification of joint venture partners or subcontractors and M/WBE & SBE Utilization Form showing percentage of ownership or participation. (3 points)

Evaluation Factor 7, Max point value 5
SECTION 3 BUSINESS PREFERENCE PARTICIPATION.  A firm may qualify for Section 3 status as detailed below:

  1. Section 3 Business Certification Preference (by priority) Maximum score is 5 points:
    1. Business Concern Preference #1 - a business concern that is 51% or more owned by residents of the public housing development in which the work is directed, or whose full-time, permanent employees include at least 30% residents of the public housing development in which the work is directed.
    2. Business Concern Preference #2 - a business that is majority owned by resident(s) of SPHA, but not the housing development in which the work is directed, or whose full-time, permanent employees include at least thirty percent (30%) residents of other developments owned by SPHA, but not the housing development in which the work is directed or Section 8 residents of SPHA.
    3. Business Concern Preference #3 - HUD Youthbuild programs that are being carried out in the Enterprise Zone in which the Section 3 covered assistance is expended.
    4. Business Concern Preference #4 - a business that is majority owned by a Section 3 resident who is not a public housing resident or whose permanent, full-time workforce includes no less than thirty percent (30%) Section 3 residents who are not public housing residents or that subcontract in excess of twenty-five percent (25%) of the total amount of subcontracts to Section 3 business concerns.
  2. Section 3 hiring: proposer makes documented effort to hire qualified Section 3 residents as required in SPHA's Section 3 Plan. Position description(s) and salary MUST be included. (4 points)
  3. Joint venture or subcontract with a designated Section 3 Business Enterprise: proposer makes documented effort to hire, subcontract and/or joint venture with a SPHA certified Section 3 Business as required in SPHA's Section 3 Plan. (3 points)
  4. Training program: proposer commits via documentation to train residents utilizing their own training program. (2 points)
    Maximum Available Preference Points: 10 points

Total Possible Points: 110

*MBE/WBE/SBE as certified by the City of St. Petersburg, Pinellas County, the State of Florida and/or any other governmental certification entity.

C-2         Evaluation Method

  1. Responsiveness.  Each proposal received will first be evaluated for responsiveness (i.e., meets the minimum of the requirements).
  2. Evaluation Packet. An evaluation packet will be prepared for each evaluator, including the following documents: Instructions to Evaluators; Proposal Tabulation Form; Written Narrative Form for each proposer; Recap of each proposer's responsiveness; Copy of all pertinent RFP documents.
  3. Evaluation Committee. The Agency anticipates that it will select a minimum of a three-person committee to evaluate each of the responsive proposals submitted in response to this RFP.  PLEASE NOTE: No proposer shall be informed at any time during or after the RFP process as to the identity of any evaluation committee member.  If, by chance, a proposer does become aware of the identity of such person(s), he/she SHALL NOT make any attempt to contact or discuss with such person anything related to this RFP.  As detailed within Section D of this document, the designated CO or representative is the only person at the Agency that the proposers shall contact pertaining to this RFP. Failure to abide by this requirement may (and most likely will) cause such proposer(s) to be eliminated from consideration for award.
  4. Evaluation. The CO or representative will evaluate and award points pertaining to Evaluation Factors No. 5, No. 6 and No. 7. The appointed evaluation committee, independent of the CO or any other person at the Agency, shall evaluate the responsive proposals submitted and award points pertaining to Evaluation Factors No. 1, 2, 3 and 4.  Upon final completion of the proposal evaluation process, the evaluation committee will forward the completed evaluations to the CO.

    Points Awarded Range.  Pertaining to the Factors 1 - 5, please note the following range of points awarded (points pertaining to this RFP are shaded-please also see the Evaluation Factors detailed within the preceding Section):

    Points Awarded Range
    Classification:

    *Excellent (Acceptable*) 95%+, 5/5, 10/10, 15/15, 19-20/20, 24-25/25, 29-30/30, 34-35/35, 95-100/100**
    Very Good (Acceptable*) 90%+, 5/5, 9/10, 14/15, 18/20, 23/25, 27-28/30, 32-33/35, 90-94/100**
    Good (Potentially Acceptable*) 80%+, 4/5, 8/10, 13/15, 17/20, 21-22/25, 25-26/30, 30-31/35, 80-89/100**
    Average (Potentially Acceptable*) 70%+, 4/5, 7/10, 12/15, 16/20, 20/25, 24/30, 28-29/35, 70-79/100**
    Poor (Unacceptable*) <70%, 0-3/5, 0-6/10, 0-11/15, 0-15/20, 0-19/25, 0-23/30, 0-27/35, 0-69/100**

    *Pursuant to Section 7.2.N.3 of HUD Procurement Handbook 7460.8 REV 2
    ** Total available points to be awarded, including cost points, minus preference points.
  5. Potential "Competitive Range" or "Best and Finals" Negotiations.  The Agency reserves the right to, as detailed within Section 7.2.N through Section 7.2.R of HUD Procurement Handbook 7460.8 REV 2, conduct a "Best and Finals" Negotiation, which may include oral interviews, with all firms deemed to be in the competitive range.  Any firm deemed not to be in the competitive range shall be notified of such in writing by the Agency in as timely a manner as possible, but in any case within no longer than 10 days after the beginning of such negotiations with the firms deemed to be in the competitive range.
  6. Determination of Top-Ranked Proposer.  Typically, the subjective points awarded by the evaluation committee will be combined with the objective points awarded by the CO to determine the final rankings, which is typically forwarded by the CO to the ED/CEO for approval.  If the evaluation was performed to the satisfaction of the ED/CEO, the final rankings may be forwarded to the Housing Authority Board of Commissioners (BOC) at a scheduled meeting for approval.  Contract negotiations may, at the Agency's option, be conducted prior to or after the BOC approval.
    1. Minimum Evaluation Results. To be considered to receive an award a proposer must receive a total calculated average of at least 70 points (of the 110 total possible points detailed within Section C herein).
    2. Ties.  In the case of a tie in points awarded, the award shall be decided as detailed within Section 6.12.C of HUD Procurement Handbook 7460.8 REV 2, by "drawing lots or other random means of selection."
  7. Notice of Results of Evaluation.  If an award is completed, all proposers will receive by email a Notice of Results of Evaluation.  Such notice shall inform all proposers of:
    1. Which proposer received the award
    2. Where each proposer placed in the process as a result of the evaluation of the proposals received
    3. The cost or financial offers received from each proposer
    4. Each proposer's right to a debriefing and to protest.
  8. Restrictions. All persons having familial (including in-laws) and/or employment relationships (past or current) with principals and/or employees of a proposer entity will be excluded from participation on the Agency evaluation committee. Similarly, all persons having ownership interest in and/or Contract with a proposer entity will be excluded from participation on the Agency evaluation committee.

SECTION D

D-1     Due Date of Proposal

Proposals are due at the St. Petersburg Housing Authority Central Office, 2001 Gandy Blvd North, St. Petersburg, FL 33702 by 10:00 AM (EDT) on Wednesday, April14, 2021.

Mail to the attention of:       

Pamela Hobbs, Procurement Officer
St. Petersburg Housing Authority
2001 Gandy Blvd North
St. Petersburg, FL  33702

A Virtual Pre-Proposal Conference will be held at the day and time indicated in this RFP. Any questions regarding  this  RFP  must  be  in  writing  and  may  be  directed  to  Ms.  Pamela  Hobbs,  by  email prior to the posted deadline for written requests for information.

D-2         Contract Award

A contract shall be awarded in accordance with the terms of Form HUD 5369, Instructions to Proposers for

The Chief Executive Officer shall make a final recommendation  to the Board of Commissioners.   The Board of Commissioners  will make the final selection of the firm(s) to be awarded the contract.   A contract will be awarded  to the Offerors  whose  proposal  best meets  the needs  and requirements  of  SPHA  for the best value.   Failure to meet the threshold  requirements may result in rejection of the proposal.   SPHA reserves the right to reject any and all proposals, to award one or more contracts or to award no contract.

By completing, executing and submitting  a proposal, the proposer is thereby agreeing to abide by all terms and conditions pertaining to this RFP as issued by the Agency, including the contract clauses specified, each attached hereto.  Accordingly,  the Agency has no responsibility  to conduct after the submittal deadline any negotiations pertaining to the contract clauses already published.


SECTION E

E-1         Instructions to Proposers

See Exhibit A, HUD Form 5369-B, Instructions to Offerors Non-Construction. SPHA hereby excludes Item 5, Late Submissions, Modifications, and Withdrawal of Proposals, of HUD Form 5369.  Please see item F-2 herein below for SPHA's requirements  for the acceptance of proposals.


SECTION F

F-1         Required Certifications

See  Exhibit  B,  Form  HUD  5369-C,  Certifications,   and Representations   of  Offerors   Non-Construction Contract.

F-2         Acceptance of Proposals

Proposal must be signed, sealed, delivered and received in completed form at the St. Petersburg Housing Authority  located  at  2001  Gandy  Blvd  North,  St.  Petersburg,   FL   33702,  no  later  than  the  proposal submission  time and date stated herein. Proposal submitted after the designated  date and hour will not be accepted for any reason.

SPHA  reserves  the  right  to  accept  or  reject  any  or  all  proposals,  to  take  exception   to  these  RFP specifications or to waive any irregularities and/or informalities.   Proposer may be excluded from further consideration for failure to comply fully with the specifications  of this RFP.

SPHA also reserves the right to reject the proposal  of any Proposer  who has previously  failed to perform properly,  or to complete  on time,  contract(s)  of a similar  nature;  who is not  in a position  to perform  the contract, or who habitually and without just cause neglected the payment of bills or otherwise disregarded its obligations to subcontractors,  providers of materials, or employees.

F-3         Confidential Material

Any material submitted by a Proposer  that is to be considered  as confidential must be clearly marked as such.

F-4         Financial Statements

The Proposer may be requested to submit current financial  statements. Furthermore, the Proposer shall disclose any past or current litigation to which it is a party and the amount in controversy or potential liability.

F-5         Withdrawal of Proposals

Proposal may be withdrawn on a written or telegraphic (faxed) request dispatched by the proposer in time for delivery in the normal course of business prior to the time specified herein for proposal receipt, provided that written confirmation of any telegraphic withdrawal with the signature of the proposer is placed in the mail and postmarked prior to the time specified herein for proposal receipt.  Negligence on the part of the Proposer in preparing its proposal, confers no right of withdrawal or modification of its proposal after the due date and time specified herein.

F-6         Incurring Costs

SPHA is not liable for any costs incurred by any Proposer prior to issuance of a Notice to Proceed.  In general, no pre-contract costs will be paid to the successful Proposer.

All costs incurred in the preparation and presentation of proposal shall be wholly borne by each proposer. All supporting documentation and manuals submitted with each proposal will become the property of SPHA unless otherwise indicated by the proposer at the time of submission.

SPHA agrees to provide to the successful Proposer, upon request, no more than three sets of drawings and specifications for building permits.

F-7         Third Party Claims on Services or Software

If the proposed services include the use of products or services of another company, SPHA will hold the proposer responsible for the proposed services. In addition, the Proposer shall hold SPHA harmless from any third party legal claims involving the use by SPHA of any software product or technique provided.

F-8         Ineligible Contractors

SPHA is prohibited from making any awards to Contractors or accepting as subcontractors any individuals or firms  that  are  on the GSA  List  of  Parties  Excluded from  Federal  Procurement and Nonprocurement Programs.

F-9        Award of Contracts

A contract shall be awarded according to the criteria specified herein, provided the proposal is in the best interest of SPHA. The Proposer to whom an award is made will be notified at the earliest practical date. An award may be subject to HUD approval.

F-10       Price Escalation

Pertaining to the ensuing contract, there shall be no escalation of any of the proposed unit costs allowed at any time during the awarded contract periods.

F-11       Consultant or Additional Services that May Be Required by the Agency

Basically, if the Agency requires any Additional Services, the hourly fee proposed will, during the ensuing contract period(s), become the basis of negotiation for any such additional work that the Agency may require that is not already being provided by the firm fixed hourly fees.

F-12       Negotiation of Costs Proposed

If  negotiations are required,  then  negotiations shall  be  conducted  with  Offeror  who  submit  proposals

determined to have a reasonable chance of being selected for award, based on evaluation of qualifications, price, and other factors considered to be most advantageous to SPHA.  Such Proposers shall be accorded fair and equal treatment with respect  to any opportunity for negotiation and revision of proposals. The purpose of negotiations shall be to seek clarification with regard to and advise Contractor of the deficiencies in both the technical and price aspects of their proposals so as to assure full understanding of and conformance to the solicitation requirements. No Offeror shall be provided information about any other Offeror's proposal, and no Offeror shall be assisted in bringing its proposal up to the level of any other proposal. Proposer shall not be directed to reduce their proposed prices to a specific amount in order to be considered for award; however, best and final offers may be requested. SPHA reserves the right to request additional information concerning any and/or all proposals submitted.   A common deadline shall be established for receipt of proposal revisions based on negotiations.

After evaluation of proposal revisions, if any, the contract shall be awarded to the responsible firm whose qualifications, price and other factors considered, are the most advantageous to SPHA.


SECTION G

G-1        Mandatory Clauses

See Exhibit D- HUD Form 5370-C, General Conditions for Non-Construction Contracts.

SECTION H

H-1         Insurance

The  successful Proposer shall  be  required  to  furnish  original Certificates of  Insurance  evidencing the required coverage to be in force on the date of the contract, and renewal Certificates of Insurance, or a copy of the policy, if the coverage has an expiration or renewal date occurring during the term of this contract or extensions  thereof.  The  receipt  of  any  certificates  does  not  constitute  agreement  by  SPHA that  the insurance requirements in the contract have been fully met or that the insurance policies indicated on the certificates comply with all contract requirements. The insurance policies shall provide for thirty (30) days prior written notice to be given to SPHA in the event coverage is substantially changed, canceled, or non­ renewed.

The Proposer shall require all consultants (subcontractors) to carry the insurance required herein, or the Proposer may provide the coverage for any or all consultants, and, if so, the Certificate of Insurance or copy of the policy submitted shall so stipulate.

The Proposer and all consultants agree that insurers shall waive their Rights of Subrogation against the St. Petersburg Housing Authority.

The Proposer expressly understands and agrees that any insurance or self-insurance programs maintained by the St. Petersburg Housing Authority shall apply in excess of and not contribute with insurance provided by the successful Proposer and subcontractors under the contract.

SPHA is defined in this section as its Commissioners, officers, directors, employees, and volunteers.

Minimum Limits and Coverage Required

  1. Commercial General Liability Policy with the following minimum limits and coverage:
    1. One Million dollars ($1,000,000.00) each occurrence (combined single limit for bodily injury and property damage);
    2. One Million dollars ($1,000,000.00) for personal and advertising injury liability;
    3. One Million dollars ($1,000,000.00) aggregate on products and completed operations;
    4. One Million dollars ($1,000,000.00) general aggregate;
    5. Additional Insured Endorsement: the St. Petersburg Housing Authority must be added as an Additional Insured, and any other party as may be required.
  2. Workers' Compensation and Employer's Liability with the following minimum limits and coverage:
    1. Workers' Compensation Policy - Minimum employer's liability limits
      • By Accident - Florida Statutory Limit
      • By Disease - Florida Statutory Limit

        A Waiver of subrogation in favor of SPHA must be endorsed to the policy.

        "Florida," must appear in item 3A of the Worker's Compensation coverage declarations page, or item 3C must contain the following: "All States except those in listed in Item 3A and the States of NV, ND, OH, WA, WV, and WY."
    2. Employer's Liability
      • $500,000 each accident for bodily injury by accident
      • $500,000 each employee for bodily injury by disease
      • $500,000 policy limit for bodily injury by disease
  3. Automobile Liability
    1. One Million dollars ($1,000,000.00) combined single limit each accident.
    2. Coverage shall be for any auto (including owned, hired, and non-owned autos).
    3. Additional Insured Endorsement:  the St. Petersburg Housing Authority must be added as an Additional Insured, and any other party as may be required.
  4. Blanket Crime coverage shall include all persons employed under this contract against loss by dishonesty,  robbery,  burglary,  theft,  destruction,  or  disappearance,  computer  fraud,  credit  card forgery, and other related crime risks with policy limits of not less than $500,000.00 per occurrence.
  5. Other Insurance as may be required by SPHA.

Approval, disapproval or failure to act by SPHA regarding any insurance supplied by Proposer shall not relieve Proposer of full responsibility or liability for damages and accidents as set forth in the contract documents. Neither  shall the  bankruptcy,  insolvency  or  denial of  liability by  the  insurance  company exonerate Proposer from liability. See Exhibit D, HUD Form 5370-C, General Conditions for Non­ Construction Contracts.

H-2    Rules. Regulations. and Licensing Requirements

Each proposer and its staff must possess all of the required State of Florida licenses, as well as all other licenses required by St. Petersburg to perform in accordance with the Contract Scope of Services herein.  In addition, the proposer shall comply with all laws, ordinances and regulations applicable to the scope of services contemplated herein.  The successful proposer is presumed to be familiar with all Federal, State and local laws, ordinances, codes, rules and regulations.

H-3    Assignment

The  successful Proposer shall not  enter into any  subcontracts, retain consultants, or  assign, transfer, convey, sublet, or otherwise delegate its obligations under the contract resulting from this RFP, or any or all of its rights, title or interest therein, or its power to execute such contract to any person, company or corporation without the prior written consent and approval of SPHA.


SECTION I

1-1     SUBMISSION REQUIREMENTS

AN  ORIGINAL, 4(FOUR) COPIES  AND  1(0NE) USB  of  the  proposal  must  be  submitted  and  received  by the housing   authority  no  later  than  the  proposal  submission  time  and  date.   Proposals   should  provide  a straightforward, concise description of Contractor's  ability to fulfill the requirements  of this solicitation.

The Agency intends to retain the Contractor  pursuant  to a "Best Value" basis, not a "Low Bid" basis ("Best Value," in that the Agency will, as detailed within Section C herein, consider  factors  other than just cost in making  the award  decision).  Therefore,  so that the Agency  can properly  evaluate  the  offers  received,  all proposals submitted in response to this RFP must be formatted in accordance as noted below.

None  of the proposed  services may conflict with any requirement  the Agency  has published  herein or has issued by addendum.

All responses must be legibly typed and neat. No submissions with loose papers or secured with standard paperclips   are  acceptable.  The  response  (binders,  notebooks,  etc.)  SHALL  BE  INDEXED  AND  ORGANIZED (INCLUDING ON THE USB) AS LISTED BELOW.

  1. Organization of  Response: The response shall be submitted in a three-ring loose leaf binder style, indexed with tabs and organized as follows:
    • Cover Letter
    • Table of Contents
    • Developer's Capacity (Factor 1)
    • Site Control & Zoning (Factor 2)
    • Supportive Services (Factor 3)
    • Proposed Management  Structure (Factor 4)
    • Design & Feasibility (Factor 5)
    • Supplemental Information
    • HUD and SPHA Forms
  2. Cover  Letter:  A transmittal  letter  prepared  on the Offeror's  business  stationery  must  accompany each response. An individual authorized  to bind the company  to all statements,  including  services contained  in  the  response,  must  sign  the  letter.  Indicate  availability  for  interviews  of  company members immediately following proposal submission.
  3. Table  of  Contents:  The proposal shall have a Table of Contents that conforms  to the organization set forth in this Section.
  4. Firm  Information: One page should include firm's name, principal place of business, phone number, email, and contact person(s). Provide a complete disclosure of ownership status and organizational structure. Include Proposer's Information  Form in this section.
    1. Organizational  Chart: identify  applicant  and other project  principals and names of officers,  staff and principal members, shareholders,  investors  and other parties having a financial interest in the project.
    2. Personnel: provide resumes or CVs for personnel who will be representing  the company and who have provided technical skills on projects similar to that required in this Request.
      Include any specialized skills, training or credentials that are relevant to the required services. SPHA reserves the right to review the background of any or all personnel  assigned to work under the resulting contract, including any assignments thereto, and based on such investigations, to reject the use of any persons within SPHA's discretion.
      1. Provide a disclosure of any possible conflict of interest by any of these parties that would be a violation of the HAP contract. Information concerning any participant who is not known at the time of the application submission must be provided to SPHA as the participant is known.
      2. Describe services performed and role
    3. References: provide three (3) current references completed by company within the last two years.
    4. Firm's Legal Information: provide Applicant's W-9 and Federal ID number and applicable licenses.
    5. Debarment: provide notarized statement that firm and its principles are not and have not been suspended or debarred from providing services to government funded agencies, or for other government activity.
    6. Claims,  Lawsuits or Defaults:  provide a list of & explanation regarding any outstanding claims, lawsuits, defaults, or suspensions on the part of the Respondent or any of its subsidiaries.
      1. Disclose any foreclosure or receivership actions, adverse government actions or health and safety violations, and any unresolved compliance agency audit findings.
    7. Proof of Insurance: prior to award (but not as a part of the proposal submission) the chosen Firm will be required to provide insurance certifications per Section H of the RFP. For the proposal submission, simply indicate that Firm has or has ability to secure required insurance.
    8. Licenses: provide proof of State of Florida business licenses and St. Petersburg business licenses as applicable, and any other licenses respondent wishes SPHA to consider.
  5. Experience & Capacity:  Highlight firm's and team members' experience, including development as applicable; include planning, implementing, managing, financing, leveraging experience for mixed income and partnership activities.
    1. Methodology: executive narrative of the rationale and strategy behind Proposer's approach to the tasks and deliverables.
    2. Staff Availability: indicate the availability of staff. What is the availability of key personnel relative to other work currently under contract?
    3. Experience: demonstrate prior ownership/management experience in multi-family rental housing projects of similar size (number of dwelling units) to the proposed project; demonstrate prior ownership/management experience in the tenant-based or project-based voucher program and owner compliance with the owner's obligations; demonstrate prior experience working directly with a  PHA; demonstrates experience and  ability to  design  and construct high  quality affordable housing units at all levels of affordability utilizing project based vouchers.
      1. Project name(s) and location(s)
      2. Population type(s) and income level(s) served
      3. Indicate dates during which services were performed
  6. Site Control & Zoning: provide appropriate documentation, such as deed providing  outright ownership, a purchase contract or option; address of project or assessor parcel number; location of project by census tract; meets requirements of site and neighborhood  standards.
    1. Description: brief description of the project, including financing sources and amounts, location, number of units, buildings, acreage
    2. Construction: certification that no rehabilitation or construction has commenced  prior to the execution of the Agreement to Enter into a HAP Contract (AHAP), as evidenced  by SPHA inspection. Note: this does not apply to existing housing projects.
  7. Supportive Services:  list and expand on services such as, transportation,  education,  child care, job training and employment  counseling, Section 3 plan, MBEIWBE/SBE participation, etc., outlined in Factor 3.
  8. Proposed Management  Structure: submit owner/proposer's plan for managing and maintaining the units, including the tenant selection plan, screening criteria, referral process that will take place between management,  service provider and the SPHA waiting list; identification of the proposed property management agent.
  9. Design & Feasibility: physical design components, accessibility and location of amenities, project schedule, construction costs, pro forma, operating budget, etc.
  10. Supplemental Information: This section may be used for the presentation  of supporting  materials and  information  to  the  proposal. These materials should be kept to  a  reasonable minimum  and provided only if they are in direct support of the Respondent's proposal. If no information  is to be placed under this tab, please place there a statement such as "This Tab Left Intentionally Blank."
  11. HUD and SPHA Required Forms (completed, signed & returned):
    • HUD   Form   5369-C,   Certifications   and   Representations   of  Offerors   Non-Construction Contract.
    • HUD Form 2992, Certification Regarding  Debarment and Suspension
    • E-Verify Contractor Affidavit
    • Non-Construction  Contractor's  Certification  of Record  of Previous  Participation  in Federal, State or Local Government Funded Contracts
    • Contractor's   Certification   of  Authorization   to   Execute  Proposal/Contract   on  Behalf   of Company
    • Non-Collusive  Affidavit of Contractor/Subcontractor
    • Conflicts of Interest
    • Sworn  Statement  Pursuant  to  Sections  287.133(3)(a)   Florida  Statutes,  on  Public  Entity Crimes
    • Diversity Statement
    • Small Disadvantaged, Minority and Women Owned Business Certificate(s)  (if applicable)
    • MBE/WBE/SBE Utilization Summary
    • Section 3 Contracting Forms
    • Proposer's Information Form (submit w/Firm Information in number 4)

      Alterations to the proposal, or the terms and conditions in this RFP shall be grounds for rejecting the entire bid proposal.  Late proposals shall not be accepted for ANY reason.

SECTION J

J-1      MBEIWBE/SBE Participation

In accordance with regulations developed by the Secretary of the Department of Housing and Urban Development (HUD) and promulgated in 2 CFR 200.321, and within HUD Handbook 7460.8 REV 2, Sections 15.5.A and 15.5.8, and The National Affordable Act 42 U.S.C. 12703, it is SPHA's policy that Minority, Women and Small Business Enterprises (MBEIWBE/SBE) shall have the maximum opportunity to participate in the performance of contracts financed in whole or in part with federal funds and that bidders, proposers or contractors and their subcontractors or suppliers shall take all necessary and reasonable steps to ensure that MBEIWBE/SBEs shall have the maximum opportunities to compete for and perform contracts financed in whole or in part by federal funds.

MBEIWBE/SBE  economic  participation shall be  implemented  via  an  MBEIWBE/SBE  Utilization Plan (Exhibit L, hereto) that is submitted by entities seeking to do business with the Agency or its partners who utilize federal funding in whole or in part. Accordingly, businesses intending to respond to this RFP shall agree  to  expend  no  less  than  15%  of  the  total  contract  price,  inclusive  of  all  modifications  and amendments through work with certified MBEs and WBEs and/or proposed some lesser percentage participation coupled with good faith efforts to include MBEIWBE/SBE firms and thereby demonstrate the non-feasibility of the aspirational percentage published herein.

Firms that are included on an MBEIWBE/SBE Utilization Plan must be either certified by a support agency that is recognized by SPHA to do so, or must at least be able to show that it is currently undergoing an application process to become certified. Firms with pending certification will be approved for contract award purposes but will not count towards actual MBEIWBE/SBE participation without a final approval of certification.


SECTION K

K-1     Section 3 Requirements

Section 3 of the Housing and Urban Development Act of 1968, as amended (12 U.S.C. 1701 u) requires that SPHA ensure that employment and other economic and business opportunities generated by HUD financial assistance, to the greatest extent feasible, are directed to public housing residents and other low­ income persons, particularly recipients of government housing assistance, and business concerns that provide economic opportunities to low and very-low income person. Therefore, pursuant to 2 CFR 200 and 24 CFR 135, the Proposer shall comply with SPHA's approved Section 3 Policy and Procedures, as attached hereto, relative to residents for the contract awarded by SPHA. Each Proposal shall include a plan for Section 3 Compliance.

As a material term of any contract resulting from this RFP Respondents are required to comply with the requirements of Section 3, and will be required to submit with their proposal a measurable Section 3 plan to include training, employment, contracting and other economic opportunities throughout all phases of the development  work.  Some  examples  of  opportunities  include  word   processing,  payroll,  research, accounting, landscaping, painting, carpentry, and catering, to name a few.

Furthermore, the Proposer shall describe in detail how it plans to use the services of SPHA/Section 3 Resident-owned Businesses or businesses that employ significant numbers of Section 3 Residents to meet its Section 3 obligations.

Noncompliance with HUD's regulations in 24 CFR 135 may result in sanctions, termination of this contract for default, and debarment or suspension from future HUD-assisted contracts. The Section  3 Clauses included in Exhibit M, Section 3 will be a part of any contract that is signed  by SPHA.


SECTION L

L-1       List of Attachments

The following attachments  are required  and/or included as part of this Request  For Proposal and shall be incorporated into the Proposer's proposal/contract:

  1. HUD Form 5369-B (8/93), Instructions to Offerors Non-Construction
  2. HUD Form 5369-C (8/93), Certifications  and Representations  of Offerors Non-Construction Contract
  3. Supplemental Instructions to Proposers & Contractors (SIPC)
  4. HUD Form 5370-C (01/2014), General Conditions for Non-Construction Contracts Section I (With or without Maintenance Work)
  5. HUD Form 2992, Certification Regarding Debarment and Suspension
  6. E-Verify Contractor Affidavit
  7. Non-Construction  Contractor's Certification of Record of Previous Participation in Federal, State or Local Government Funded Contracts
  8. Certification of Authorization to Execute Contract
  9. Non-Collusive Affidavit of Contractor/Subcontractor
  10. Conflicts of Interest
  11. Sworn Statement Pursuant to Section 287.133(3)(a), Florida Statutes, on Public Entity Crime
  12. Diversity Statement
  13. MBEIWBE/SBE Certificate (PROVIDED BY PROPOSER)
  14. MBEIWBE/SBE Utilization Summary
  15. Section 3 Contracting Forms
  16. Proposer's Information Form
  17. PBV Application

 

End of RFP Document