Loren Data's SAM Daily™

FBO DAILY - FEDBIZOPPS ISSUE OF OCTOBER 25, 2019 FBO #6543
DOCUMENT

R -- Northern Arizona VA Health Care Sysytem - Prescott Campus Enhanced-Use Lease Development Projects - Developer - Attachment

Notice Date

10/23/2019
 

Notice Type

Attachment
 

NAICS

531390 — Other Activities Related to Real Estate
 

Contracting Office

Department of Veterans Affairs;Program Contracting Activity Central;6150 Oak Tree Blvd, Suite 300;Independence OH 44131
 

ZIP Code

44131
 

Solicitation Number

36E77620Q0008
 

Response Due

1/10/2020
 

Archive Date

4/9/2020
 

Point of Contact

Kelli Emery
 

Small Business Set-Aside

N/A
 

Description

Department of Veterans Affairs RFQ #36E77620Q0008 DRAFT TEMPLATE 2 DEPARTMENT OF VETERANS AFFAIRS REQUEST FOR QUALIFICATIONS (RFQ) No. 36E77620Q0008 NORTHERN ARIZONA HEALTH CARE SYSTEM PRESCOTT ENHANCED-USE LEASE DEVELOPMENT PROJECT Prescott, Arizona October 23, 2019 DATE AND TIME RESPONSES DUE: January 10, 2020, 8:00 am EDT Questions are due before December 10, 2019 Site visits are scheduled for either November 6, 2019 or November 18 at 9:00am (MST) with registration scheduled to start from 8:30am DISCLAIMER The information presented in this Request for Qualifications and all supplements, revisions, modifications, updates, and addenda thereto (collectively, the RFQ ), including (without limitation) narrative descriptions and information, is not represented to be all of the information that may be material to an Offeror s decision to submit a response to this RFQ or to develop, construct, manage, and maintain the Project (as defined below) on a portion of VA campus named in Attachment A. Neither the United States Department of Veterans Affairs ( VA ), nor any of its contractors, subcontractors, officers, employees, counsel, advisors, or agents make any representation or warranty, whether express, implied, or created by operation of law, as to the accuracy or completeness of this RFQ or any of its contents or materials referred to or provided pursuant to or in connection with this RFQ, and no legal liability with respect thereto is assumed or may be implied. Any information or site description is merely provided to assist Offerors in their independent analysis of the decision to submit a response. The transactions contemplated by this RFQ involve significant risks. Offerors and their advisors should review carefully all the information set forth in the RFQ and any additional information available to them to evaluate such risks. No additional representation or warranty, whether express, implied, or created by operation of law, will be made by VA. No person has been authorized to make or give on behalf of VA any other written or oral representation, warranty or assurance with respect to the Project or the accuracy or completeness of the information provided in this RFQ or otherwise and, if any such representation, warranty, or assurance is made or given, it may not be relied upon by any Offeror as having been made by or on behalf of VA, and VA shall not have any liability for or with respect to such statements. Table of Contents 1. EXECUTIVE SUMMARY 3 1.1 Supportive Housing Definition 3 1.2 Authorize to Outlease 3 1.3 RFQ Terms and Condition Acceptance 4 2.1 Overview of Solicitation Structure 4 2.2 Location, Background and Description of EUL Site 4 2.3 Development Considerations 4 2.3.1 National Historic Preservation Act 4 2.3.2 National Environmental Policy Act and Other Environmental Considerations 5 2.3.3 Infrastructure 5 2.3.4 Legal Considerations 5 2.3.5 Prevailing Wages 7 2.3.6 Handicap Accessibility 7 2.3.7 EUL Statutory Requirements 7 2.3.8 EUL Site, VA s Goals and Objectives 7 2.3.9 Other Considerations 8 3 CONCEPTUAL DEVELOPMENT PLAN OUTLINE 8 3.1 Project Overview 8 3.2 Transaction Terms 9 3.3 Project Financing 9 3.4 Construction Plan 10 3.5 Project Operations 10 3.6 Energy Conservation and Sustainable Design 11 4 CONTENTS AND PROCESS FOR SUBMISSION OF RESPONSES 11 4.1 Submission of Responses 12 4.1.1 Time and Date of Submission 12 4.1.2 Place and Manner of Submission 12 4.2 Response Content 13 4.2.1 Cover Letter with Background and Administrative Information 14 Section 1: Management Plan 16 Section 2: Affordable and Supportive Housing Development and Operations Qualifications, Experience, and Past Performance 17 Section 3: Financial Wherewithal and Experience Securing Financing 19 5. EVALUATION CRITERIA 20 5.1 Initial Review 20 5.2 Formal Presentations 20 5.3 Selection Process 20 5.4 Selection Timeline 20 5.5 Evaluation Factors 20 Factor 1: Management Plan 20 Factor 2: Affordable and Supportive Housing Development and Operations Qualifications, Experience, and Past Performance 22 Factor 3: Financial Wherewithal and Experience Securing Financing 23 6.0 MISCELLANEOUS TERMS AND CONDITIONS APPLICABLE TO THIS RFQ 23 6.1 Authorizations by Submission of Response 23 6.2 Teaming Arrangements and Special Purpose Entities 23 6.3 Hold Harmless 23 7.0 Ineligibility 24 8.0 Additional Information 24 Attachment A EUL Site Information 26 Attachment B - Site Tour.31 REQUEST FOR QUALIFICATIONS NORTHERN ARIZONA HEALTH CARE SYSTEM -PRESCOTT, AZ ENHANCED-USE LEASE DEVELOPMENT PRESCOTT, AZ EXECUTIVE SUMMARY The United States Department of Veterans Affairs (VA), under its Enhanced-Use Leasing (EUL) authority (38 U.S.C. § § 8161 to 8169), is pleased to issue this Request for Qualifications (RFQ or Solicitation), seeking competitive responses from qualified organizations (Offerors) to serve as a Developer to redevelop (described in Attachment A) not less than 40 units of supportive housing for Senior, homeless and at-risk Veterans at the Northern Arizona Health Care System Prescott, Arizona. Supportive Housing Definition This Project ( Project ) is to select Offeror ( Offeror ) for a term of up to seventy-five (75) years to allow the selected Offeror to create supportive housing for Veterans that are at risk of homelessness or are homeless. The supportive housing means housing that engages tenants in on-site and community-based support services for Veterans which may include: Transitional Housing Single-room occupancy Permanent housing Congregate living housing Independent living housing Assisted living housing Other modalities of housing Authorize to Outlease VA is authorized to outlease land and improvements to non-Federal entities that provide supportive housing and on-site community-based support services for. Such leases can have a term of up to seventy-five (75) years. VA s Office of Asset Enterprise Management (OAEM) administers the EUL Program. The Offeror(s) under the EUL will, in part, be authorized and responsible for financing, designing, developing, occupying, operating, and maintaining the EUL Site in accordance with detailed development plan approved by VA ( Development Plans ) and applicable Federal, state, and local laws, codes, ordinances, and regulations. VA envisions that development of the EUL Site will entail well-planned and coordinated endeavor, which are compatible with the campuses ongoing mission-related activities and the surrounding non-VA community. RFQ Terms and Condition Acceptance VA reserves the right, at any time, without notice, at its sole and absolute discretion, to: (a) reject any or all responses; (b) extend any deadline set forth in this RFQ; and, (c) terminate the RFQ process, in whole or in part. 2 PROPOSED DEVELOPMENT OF EUL SITE 2.1 Overview of Solicitation Structure Through this RFQ, VA is presenting an EUL Site available for redevelopment for an Offeror. EUL Offerors may submit a single response to this RFQ to develop the EUL Site referenced in Attachment A. See Sections 4 and 5 of this RFQ for required response content and evaluation criteria. Location, Background and Description of EUL Site The intent of this Solicitation is to outline the requirements for selection of a Developer and its team(s) to create a safe, affordable, housing community for homeless and at-risk Veterans at the Northern Arizona Health Care System in Prescott, AZ. Supportive housing is a proven, effective means of reintegrating homeless and at-risk Veterans and into the community by addressing their basic needs for housing and providing ongoing support services to residents in that housing. Pursuant to 38 U.S.C. §8163, VA conducted a Public Hearing on the redevelopment of this proposed EUL for supportive housing and selection of a Developer on June 26, 2019 at 3 p.m. Attachment A contains additional information regarding the location, background information, and description of the subject EUL Site. Attachment B includes directions on how to participate in the in-person tours of the EUL Site. Development Considerations In considering whether to submit a response to develop the EUL Site, the Offeror should consider certain factors. National Historic Preservation Act Prior to entering into a EUL with VA, the Offeror shall work with VA to fulfill the requirements of the National Historic Preservation Act, 54 U.S.C. § § 300101, et seq. ( NHPA ) in conjunction with the development and finalization of the proposed Development Plans. Section 106 of NHPA, 54 U.S.C. § § 306108, requires the consideration of the effects of the Project on historic properties listed or eligible for listing in the National Historic Register and provides representatives of the state and local governments, tribes and other interested consulting parties sufficient opportunity to comment on the Development Plan prior to execution of the EUL. Section 106 of the NHPA also requires the seeking of ways to avoid, minimize, or mitigate adverse effects (e.g., demolition) that the Development Plan might have on any historic properties during the execution stage of the EUL. Consummation of this effort will be accomplished by VA. VA will act in concert with the Offeror when necessary in the accomplishment of historical compliance. For guidelines related to historic preservation requirements, visit https://www.achp.gov/protecting-historic-properties. National Environmental Policy Act and Other Environmental Considerations The EUL and the Project will be subject to all applicable Federal, State, and local environmental laws, codes, ordinances, and regulations, including but not limited to, the Comprehensive Environmental Response, Compensation, and Liability Act ( CERCLA ), 42 U.S.C. § § 9601-9675; the Resource Conservation and Recovery Act ( RCRA ), 42 U.S.C. § § 6901, et seq; and the National Environmental Policy Act ( NEPA ), 42 U.S.C. § § 4321-4347.   NEPA requires that Federal agencies, including VA, identify and evaluate the potential environmental impacts of a major Federal action (e.g., an EUL) on the human environment.   VA will complete the NEPA analysis upon VA s selection of the Offeror.   The Offeror will be required to provide development-specific information to support the analysis.   The NEPA analysis must be completed by VA, prior to execution of the EUL.   The Offeror will be responsible for complying with mitigation requirements of the NEPA analysis, if required. Offer shall comply with all applicable environmental laws and will be responsible for any required cleanup/remediation activities.   Additionally, the Offeror will be responsible for any necessary environmental studies, reports, sites assessments, seismic, etc. that are needed by Offeror to meet Offeror s obligations.   Lastly, the Offeror will be responsible for complying with any regulatory requirements for the abatement and removal of any asbestos and/or lead-containing material. Infrastructure Any available information about infrastructure at the EUL Site is included in Attachment A. It is the responsibility of the Offeror to pay utility providers for all utilities through separate metering. It is the responsibility of the Offeror to bring in the necessary utility lines (water, sewer, gas, fiber optics, communication, cable, etc.) to operate the EUL. VA is not obligated to provide selected Offeror access to VA owned utilities or resources. Legal Considerations Overview The Offeror is responsible for conducting its own due diligence regarding the EUL Site including, without limitation, whether (a) the development of the EUL Site, as contemplated by the Response, can be accomplished in compliance with applicable Federal, State, and local requirements (including fire, life safety, accessibility, zoning, State and local building codes, and other local land use restrictions); (b) the condition of the EUL Site is suitable for the Offeror s contemplated use; (c) the necessary permits, variances, special exceptions and other governmental actions or approvals required for the contemplated developments can be reasonably obtained (at no cost or expense to VA); and (d) the contemplated use(s) is otherwise practical and economically feasible. Property is under concurrent jurisdiction. Prior to the execution of the lease agreement, Offeror will need to have written agreements (e.g., Memorandum of Understanding regarding fire, police, and emergency services) in place including VA concurrence of these agreements. Taxes In accordance with the pertinent provisions of the EUL Statute (i.e., 38 U.S.C. § 8167), the Offeror during the EUL term will be subject to any and all applicable State and local taxes, fees, assessments, and special assessments legally chargeable to the EUL, the Offeror s leasehold interest, and the Offeror s underlying improvements. However, neither VA s interest in the EUL nor the United States fee interest in the underlying properties shall be subject, directly or indirectly, to any State or local laws relative to taxation, fees, assessments or special assessments. Security Offeror is responsible for providing security on the EUL site. The Offeror shall include in their response an overview of the physical security and electronic monitoring that will be provided based upon the individual space requirements and tenant mix of the proposed EUL Project. As part of the response, it should be noted, that it is the requirement of the Offeror to have security 24/7. Energy Conservation and Sustainable Design Requirements The VA Sustainable Design Manual () is the guidance that defines the methodology to incorporate sustainable design, including energy efficiency, in the EUL project. VA encourages Offerors to incorporate sustainability over and above the standards found in the current VA Sustainable Design Manual. In previous projects, some developers have proposed more aggressive energy efficiency and sustainability milestones that made their proposals, all other elements considered equal, more attractive.   To take advantage of existing sustainability work in the private sector that is well accepted in the construction industry, VA has determined that using a third-party rating system is the best method for fulfilling VA sustainable building requirements in the EUL project. The Offeror may propose using the Leadership in Energy and Environmental Design (LEED ®) rating system, the Green Globes ® rating system, or an alternate rating system. VA requires that the project achieve at least LEED Silver, Two Green Globes, or an equivalent certification level by the alternate rating organization. Offerors proposing to use an alternate rating system must submit a memo to the VA Project Manager demonstrating that the alternate solution achieves an equivalent level of certification as LEED Silver, Two Green Globes, or both. Prevailing Wages Unless the Offeror can demonstrate to the satisfaction of VA in the form of a written determination or written correspondence from the U.S. Department of Labor that the Offeror or the Project are exempt therefrom, Offeror shall comply with the requirements of the Davis-Bacon Act, as amended, 40 U.S.C. § 3141, et seq. and the relevant rules, regulations, and orders of the Secretary of Labor applicable thereto. Handicap Accessibility The Offeror will be required to ensure that its design, development, construction, operation, and maintenance plan and activities on the EUL Site comply in all respects with the Americans with Disabilities Act of 1990, 42 U.S.C. § § 12101, et seq., and the Architectural Barriers Act of 1968, 42 U.S.C. § § 4151, et seq., as amended. EUL Statutory Requirements VA s EUL and statutory requirements are codified at 38 U.S.C. § § 8161-8169 and as amended. EUL Site, VA s Goals and Objectives VA has the following goals and objectives for the Project: Reuse underutilized VA properties to create safe, affordable, smoke-free housing for Senior Veterans, Homeless Veterans and Veterans at risk for homelessness and should have Veteran priority placement in any housing project created on the EUL Site. Provide supportive housing and on-site supportive/resident services (if HUD-VASH is used, the service provider must provide service above and beyond HUD-VASH requirement). The supportive services component refers to the comprehensive package of supports that help tenants sustain housing stability and meet life goals. These services may be provided by the project s designated primary service provider or by collaborating organizations. The primary service provider ensures that tenants can access needed services on an ongoing basis.   A menu of services includes, at minimum, how to access case management services, medical services, mental health services, substance abuse treatment services, peer support, education, vocational and employment services, money management services, life skills training and advocacy.   A package of enhanced services designed to support our aging Veteran population, such as, meal preparation and housekeeping are encouraged. It is the intent that VA will provide case management services to eligible Veterans. Develop a housing model geared towards enabling Veterans to achieve self-sufficiency and live independently. Develop quality supportive housing to enable Senior Veterans to live independently with supportive services such as meal preparation and housekeeping.       Avoid ongoing operating costs associated with the upkeep of vacant and/or underutilized assets. Other Considerations VA will not participate in or allow its or the United States underlying fee interest in the land to be used as security for financing for the Project or otherwise, including without limitation, providing any kind of guaranty or act in any way as a beneficiary for a financing vehicle. In regard to any proposed Project-related financing to be obtained by the Offeror, VA as a general rule will not approve any financing that includes requirements that operate to deny, restrict, or subordinate VA s right to terminate the EUL upon the Offeror s failure to cure an outstanding event of default thereunder. This includes any document, to include the EUL that would prevent VA from terminating the EUL due to cross default arising from one or more parcels on the Property. Any proposed Project financing that does not comply with this restriction must be explicitly identified in the RFQ response for VA s unilateral review and evaluation. The successful Offeror must establish and maintain positive relations and communications with State and local governmental authorities and the local communities during negotiations with VA and any of its representatives. The successful Offeror must integrate development activities with cultural resources and historical and environmental policy management requirements in support of VA s mission and operations. The Offeror will be responsible for coordinating the work schedule(s) with VA in order to minimize disruption to the campus activities and operations. This coordination includes the work of any contractor or subcontractor that the Offeror retain in connection with the Project. CONCEPTUAL DEVELOPMENT PLAN OUTLINE Following its selection, the Offeror will be responsible for preparing a detailed Development Plan for the Project. The Development Plan must contain a description of the Project and address comprehensively all significant issues regarding its development, operation, management, and maintenance. The Development Plan must include, but should not be limited to, the following: Project Overview The specific type of Project contemplated as defined in the EUL statute by the Offeror and a comprehensive plan for the redevelopment of the EUL Site; Project feasibility, including any anticipated barriers and a plan to overcome those barriers at the early stage of development engage local officials for utility providers (e.g., water and sewer); Plan to ensure proposed uses are compatible with VA s mission; Development schedule; Development team composition; Community awareness strategies; Using small and local businesses such as Services Disabled Veteran Owned Business (SDVOB) and 8A businesses and; Plans to hire Veterans during the life cycle of the Project; Must secure local approvals/concurrences for zoning, permits, waivers and other building and land use requirements, noting any expected obstacles and a strategy to overcome those obstacles. Transaction Terms Proposed entity of the Offeror that would serve as the lessee (on behalf of the Offeror) under the EUL, including all ownership structures associated with the lessee; Proposed term of EUL (i.e., up to a maximum of 75 years); and, Project Financing Financing plan, including sources of funds and any proposed tax abatements; Development budgets; Pro forma statements for a minimum of the lease term; Supportive/resident services budget; Sources and uses of funds; Plan to obtain Financing Commitment Letters that will provide written assurance(s) from the proposed funding sources that those sources will provide the project financing proposed as part of the Offeror s financing structure at the EUL closing, with all conditions required for such funding clearly articulated; and, Plan to execute a Performance bond that will provide a written commitment from a surety to provide a performance bond equal to the total development cost at the EUL closing. Construction Plan Conceptual drawings and site plans; Analysis of existing land use restrictions governing the EUL Site, development and land use recommendations, variances required and plan for obtaining them; Preliminary utilities, parking, site accessibility, traffic mitigation, and landscape plans; Impact of proposed Development Plan on historic properties, including documentation required to comply or facilitate compliance with NHPA; Plan for obtaining all necessary public/private entitlements; and, Development and construction management plan. Project Operations Marketing and Leasing Plan, including an ongoing outreach plan to identify and screen potential residents to ensure that the facility is fully occupied; Discuss marketing plan to identify eligible Veterans. It is not the responsibility of VA to provide Selected Offeror with eligible Veterans. Property and asset protection (e.g., security, police, and fire arrangements), Management, maintenance (e.g., a funded maintenance account to cover non-routine repairs), water, gas, sewer, electricity sources and arrangements with VA or utility companies; Realistic on-site staffing plan for resident management, service needs and other operational considerations, qualifications for positions; and Supportive/resident services plan, which outlines how services appropriate for permanent housing will be coordinated and managed; the plan must: Discuss how residents are to be involved in making facility decisions that affect their lives, including how they are to be involved in selecting supportive/ resident services, establishing personal goals and developing a plan to achieve these goals so that they achieve greater self-determination; Include an employment plan designed to help the residents attain long-term employment; Include a plan to minimize legal substance use in Project (Note: Use of illegal substances is prohibited); Identify which supportive/resident services are to be provided on-site; and, Discuss how residents are to be assisted in assimilating into the community through access to neighborhood facilities, activities and services. Energy Conservation and Sustainable Design Discuss the building design, construction and other administrative work necessary to both 1) comply with the Guiding Principles outlined in VA s Sustainable Design and Energy  Reduction Manual; and 2) apply for and receive a minimum of the Silver Certification for the Leadership in Energy and Environmental Design for Homes (LEED-H) of the U.S. Green Building Council s (USGBC) Green Building rating system for homes or equivalent by their respective rating organizations (per VA s review and approval). VA recognizes that formulation of the Development Plan will require the Offeror to work closely and cooperatively with VA. VA will provide final approval and cooperate with the Offeror during the drafting process to facilitate preparation of the final Development Plan. It is anticipated that the Offeror will provide VA with drafts of the Development Plan throughout the drafting process. The Development Plan will be subject to VA s review and approval and may be subject to review and comment by local government and other stakeholders. The Offeror will be required to meet the timeframes set forth of this RFQ and the proposed timeline provided by the Offeror in their response and agreed to in the Bid Terms Agreement (Attachment C), with any such extensions or modifications that VA agrees to at its discretion. If the Offeror fails to complete the Development Plan(s) or any other timeframe in a timely manner, VA shall have the right, at its discretion, to provide written notice terminating all future discussions with and rights of the Offeror under this RFQ and the Bid Terms Agreement. Upon such termination, VA shall neither owe nor pay any fees, costs, expenses, or monetary penalties to the Offeror for any reason(s) regarding or stemming from this RFQ and its process, and VA shall, at its discretion, be free to select another Offeror in order to further pursue the EUL and Project. CONTENTS AND PROCESS FOR SUBMISSION OF RESPONSES 4.1 Submission of Responses Offerors interested in the Project should submit their response in accordance with and meeting the following requirements: Time and Date of Submission Responses must be received by January 10, 2020 at 8:00 AM ET (the Closing Time ). Responses received after the Closing Time will not be considered and will be returned to the Offeror. Questions regarding this RFQ may be submitted in writing by emailing Kelli.Emery@va.gov by December 10, 2019. Questions received after this date may not be considered. Responses will be provided by an amendment to the RFQ. All Government communication regarding this RFQ shall be from the Program Manager, Kelli Emery. Place and Manner of Submission Responses must be delivered to the following address: Attention: Edward L. Bradley, III Designated VA Representative Department of Veterans Affairs Office of Asset Enterprise Management (044C) 810 Vermont Avenue, NW, Room 534 Washington, DC 20420 Responses must be delivered by mail, courier, or hand delivery. Responses will not be accepted if delivered by electronic means only (including facsimile). Packaging and Copies Responses must be in a sealed envelope or package with the following information conspicuously and legibly written or typed on the outside: Offeror s name; Offeror s complete mailing address; Name and contact information for Offeror s contact person (e.g., telephone, email and facsimile); The following statement (to be completed upon delivery to VA): Response Received by VA as of _____________(time) on _____________ (date) ; and, In order to be considered, Offerors must submit one (1) original and three (3) hard copies of its response plus one (1) electronic working copy of the response on a CD ROM or as requested to VA. The entire response must be included on the same CD ROM in PDF format. In addition, any Excel or other spreadsheets that allow data to be manipulated must be included in their native (i.e., Excel), unprotected and accessible format. Each hard copy of the response must be bound in a three-ring binder (to allow VA to easily remove parts for copying and/or circulation). Submissions must be formatted as described in Section 4.2 with title and location of the project. Response Content Each response must contain the following sections in the following order, with each section clearly labeled, beginning on a new page and not exceeding the applicable section page limit. Section # Section Name and Subsections (Note: Separate sections and subsections with tabs in hard copies) Page Limit NA Cover Letter (including Background and Administrative Information) must reference project title and location. 5 pages 1 Management Plan Team Composition, Structure, and Subcontractor Management Approach Key Personnel Understanding of Requirements, Developer Technical Approach, and Timeline Community Relations Experience, Strategy, and State/Local Government Support Small Business Participation and Veteran Hiring 25 pages (includes resumes) 2 Affordable and Supportive Housing Development and Operations Qualifications, Experience, and Past Performance Development Qualifications and Experience Development Past Performance Management and Operations Qualifications and Experience Management and Operations Past Performance 20 pages 3 Financial Wherewithal and Experience Securing Financing Financial Wherewithal Experience Securing Financing 15 pages (excludes financial statements) Appendix A Financial Statements and Auditor s Opinion Letter No limit Appendix B Explanation of any legal issues (if any) No limit Pages submitted that are in excess of any page limit (including a section page limit) will, at VA s sole discretion, be discarded and not reviewed or evaluated by VA. Supporting data, such resumes, explanations of any legal issues, and auditor s opinion letter, will not count against the page limits. Responses must be typewritten in Arial 11-point font size or greater. For purposes of the response, a key team member should be considered any member that will be responsible for approximately 20% or more of the services or fees under this proposed EUL. COVER LETTER WITH BACKGROUND AND ADMINISTRATIVE INFORMATION A cover letter (on the Offeror s letterhead) must state that the Offeror has read and agrees to comply with all the terms, conditions, and instructions provided in this RFQ. Any requests for waivers or exceptions must be clearly identified in the cover letter and shall be subject toVA s review and approval. The cover letter must also contain the following general information about the Offeror and the Offeror s Team (if applicable). (Note: In the case of an Offeror that is a special purpose entity, include information on each partner, member, or shareholder of the Offeror.) Administrative Information: Company/Organization name; Employer/Tax Identification Number; Dunn and Bradstreet (DUNS) number; proof of VetBiz verification (if a service-disabled Veteran-owned small business or Veteran-owned small business); mailing address; main telephone number; and main facsimile number. Authorized Representative: Name (and contact information - mailing address; telephone number; e-mail address; and facsimile number) of the representative authorized to act on behalf of the Offeror. Day-to-Day Point of Contact: Name (and contact information - mailing address; telephone number; e-mail address; and facsimile number) of the individual designated by the Offeror as the person to whom questions and/or requests for information are to be directed. Form of Business: Description of the Offeror s form of business (whether a for-profit corporation, a nonprofit or charitable institution, a partnership, a limited liability company, a business association or a joint venture), state of incorporation, and a brief history of the organization and its principals: Articles of incorporation, partnership, joint venture, or limited liability company agreement (Note: For any Offeror or Team member, as applicable, that is a sole proprietorship, provide current mailing address and a summary of current business activity); Current certificate of good standing; By-laws; Copy of corporate resolutions, certified by a corporate officer, authorizing the Offeror s submission of, or Team member s participation with the Offeror in the submission of, the response and the entity s authority to proceed with the project (assuming an RFQ award is made and VA s approval is obtained); and, List of principals. Legal Requirements: State whether the Offeror or any Offeror s Team member, as applicable, has ever been terminated for default, non-compliance, or non-performance on a contract or lease, or debarred from any Federal, State, or local government contracts and, if so, provide the date and a detailed description of the occurrence in an appendix (Note: this additional detail does not count against page limits); and, List each instance within the past ten (10) years and explain in sufficient detail in an appendix as necessary (detail does not count against page limits) in which the Offeror, or any Offeror s Team member, or any principal, partner, director, or officer of such entities was: Convicted of or pleaded guilty or nolo contendre to a crime (other than a traffic offense); Subject to an order, judgment, or decree (including as a result of a settlement), whether by a court, an administrative agency, or other governmental body, or an arbitral or other alternative dispute resolution tribunal, in any civil proceeding or action in which fraud, gross negligence, willful misconduct, misrepresentation, deceit, dishonesty, breach of any fiduciary duty, embezzlement, looting, conflict of interest, or any similar misdeed was alleged (regardless of whether any wrongdoing was admitted or proven); Subject to an action or other proceeding, whether before a court, an administrative agency, governmental body, or an arbitral or other alternative dispute resolution tribunal, which, if decided in a manner adverse to the Offeror, Team member, principal, partner, director, or officer (as applicable), would reasonably be expected to adversely affect the ability of the Offeror or Team member to perform its obligations with respect to the project (including the ability to obtain or repay financing); Debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from covered transactions by any Federal, state, or local department or agency; Notified that it is in default of any Federal, state, or local contract or grant if yes, provide the reason for the default and whether the default was cured; Terminated for cause or default on one or more public transactions (Federal, State, or local); and, Party to litigation or a formal Alternative Dispute Resolution (ADR) process (e.g., binding arbitration) involving a claim in excess of $50,000. For those matters involving a claim equal to or in excess of $500,000, describe in detail the litigation or ADR process. Section 1: Management Plan In this section, the Offeror should include all relevant information necessary to allow VA to assess the Offeror s overall management approach. Specifically, this section must include the following: Tab 1A: Team Composition, Structure, and Subcontractor Management Approach Provide brief descriptions of Offeror entity and the Offeror s Team members (i.e., organizational purposes or missions, services provided, etc.), including key roles and responsibilities. The Offeror should describe past experience working with the Offeror s Team members. Provide an organizational chart showing the relationship between the Offeror and the Offeror s Team members, as appropriate, along with their roles and responsibilities. Explain the Offeror s approach to managing the Team, including prior experience engaging and overseeing the work of multiple Team members and subcontractors. Tab 1B: Key Personnel Identify the Key Personnel who will lead the Developer s community/ neighborhood planning tasks, as well as the day-to-day point of contact. For each Key Personnel named provide a: Description of their proposed role; Discussion of the extent to which key personnel have worked together on other similar projects; and, One (1) page resume that includes a description of the person s duties and responsibilities, education, years of relevant experience, certifications/licenses, skills, expertise, other relevant qualifications (Note: Resumes count against page limits). Tab 1C: Understanding of Requirements, Developer Technical Approach, and Timeline Provide a brief description of the Offeror Team s understanding of VA s development objectives (see RFQ Section 4), the Developer Concept (see RFQ Section 5), and the assets and infrastructure to be developed into not less than 40 units of supportive housing (see RFQ Section 6). Identify potential risks and challenges associated with the project and related mitigation strategies. Describe the Offeror s plan to identify and evaluate potential assets for redevelopment and undertaking all necessary investigation activities to produce development scenarios. List any required studies to be performed. Provide a timeline for development of these scenarios and plans, including any required studies. Tab 1D: Community Relations Experience, Strategy, and State/Local Government Support Explain the Offeror Team s experience and customized approach to managing community relations and interacting with state and local government officials (i.e., zoning, environmental, SHPO, local community, stakeholders, etc.). Describe any experience in managing relations with the surrounding community for comparable affordable housing developments. Tab 1E: Small Business Participation and Veteran Hiring Describe the Offeror s outreach strategies to maximize participation of Service-Disabled Veteran-Owned Small Businesses (SDVOSBs), Veteran-Owned Small Businesses (VOSBs), local small businesses, and other small businesses, in all aspects of the evaluation of assets and subsequent development processes. Provide a summary of the Offeror Team s plan to increase employment opportunities for Veterans associated with this project. Section 2: Affordable and Supportive Housing Development and Operations Qualifications, Experience, and Past Performance In this section, the response should include all relevant information necessary to allow VA to assess the Offeror Team s affordable and supportive housing development and operations qualifications, experience, and past performance. Specifically, this section must include the following: Tab 2A: Affordable and Supportive Housing Development Qualifications List and explain in sufficient detail the Offeror Team s relevant affordable and supportive housing development qualifications and experience, including experience with adaptive reuse of historic structures. Identify any past experience working with VA and Federal, state and local governments, if any. Tab 2B: Affordable and Supportive Housing Development Past Performance Describe three (3) similar affordable and/or supportive housing development efforts (past or current) developed by the Offeror or one of its Team members that are comparable to the supportive housing to be developed on the Campus. Each project described should have been completed within the past ten (10) years. At least one project identified should involve the adaptive reuse of an historic property. For each project listed, the following information should be included: Project name Location Type of housing Size of project (square footage, units, number of buildings, acreage, etc.) Amount, type, and sources of financing Historic buildings (if any) Description of the associated infrastructure Date of project completion Number of years involved with the development Role of the Offeror Team member(s) Contact information for a reference who VA can contact regarding performance and client or stakeholder (as applicable) satisfaction. Note: Including a reference on this list will constitute authorization for VA to contact and discuss the Offeror s or Team member s performance. Tab 2C: Affordable and Supportive Housing Management and Operations Qualifications List and explain in sufficient detail the Offeror Team s relevant affordable and supportive housing management and operations qualifications and experience. Identify any past experience working with VA and Federal, state and local governments. Identify the property management and supportive services providers with whom the Offeror have worked in the past and would consider working with on future Campus supportive housing projects and their associated qualifications and experience. Tab 2D: Affordable and Supportive Housing Management and Operations Past Performance Describe three (3) similar affordable and/or supportive housing projects (past or current) managed and/or operated by the Offeror or one of its Team members that are comparable to the supportive housing to be developed on the Campus. Each project described should be currently under management or have been under management within the past ten (10) years. For each project listed, the following information should be included: Project name Location Type of housing Size of project (square footage, units, number of buildings, acreage, etc.) Supportive services provided in the project (and by whom) Years managed / services delivered Role of the Offeror Team member(s) Contact information for a reference who VA can contact regarding performance and client or stakeholder (as applicable) satisfaction. Note: Including a reference on this list will constitute authorization for VA to contact and discuss the Offeror s or Team member s performance. Section 3: Financial Wherewithal and Experience Securing Financing In this section, the response should include all relevant information necessary to allow VA to assess the Offeror Team s financial wherewithal and ability to secure financing for large-scale affordable and/or supportive housing development projects. Specifically, this section must include the following: Tab 3A: Financial Wherewithal Provide a general overview of the Offeror Team s financial stability and evidence of their financial wherewithal to develop multi-family housing communities with associated infrastructure, roads, and amenities. Please attach supporting documentation to include an auditor s opinion letter(s) and the Offeror and its Team members most recent audited financial statements. If audited financial statements are not available, please submit unaudited financial statements. (Note: Supportive documentation and financial statements do not count against the page limits.) Tab 3B: Experience Securing Financing Summarize the Offeror Team s experience directly securing financing for similar affordable and/or supportive housing communities in the last 10 years. Provide brief descriptions of three (3) similar affordable and/or supportive housing communities for which the Offeror s Team has directly secured financing. For each example, include project information, including: Project name Location Description of housing type Number of units (specify market rate, affordable supportive, etc.) Total development cost Specific funding sources secured, and Role of the Offeror Team member. 5. EVALUATION CRITERIA Initial Review Following the RFQ submission deadline, VA will initially review all submissions for completeness and adherence to the requirements and conditions set out in this RFQ. VA reserves the right to reject submissions that are incomplete or fail to adhere to the requirements set forth in this RFQ. Formal Presentations Complete and acceptable submissions will be further reviewed and evaluated by VA, ranked in order, and a competitive range established. Offerors whose submissions are found to be within the competitive range may be given the opportunity, at VA s sole discretion, to make a formal presentation to VA and receive questions regarding their response. If a presentation is required, notice will be provided to those Offerors asked to make a presentation and the details regarding that presentation (i.e., length of presentation, etc.) will be provided in the notice. Selection Process The Government intends to review all factors for award in making a selection. Selection will be based on an integrated assessment of the factors set forth in Section 9.5 below. Selection Timeline VA anticipates selection of a Developer by late February 2020. Evaluation Factors The responses will be evaluated based on the following five equally weighted factors. Where factors include subfactors, each subfactor will also be equally weighted. The evaluation factors are as follows: Factor 1: Management Plan Factor 1 will consist of an assessment of the extent to which the Offeror s overall management plan reflects a clear understanding of the Developer s role and responsibilities. Factor 1 is comprised of the following four equally weighted subfactors: Subfactor 1A: Team Composition, Structure, and Subcontractor Management Approach VA will assess the Offeror Team s composition to assess capabilities and skillsets. VA will also assess the extent to which the Offeror s Team has worked together previously on similar projects. The organizational chart will be reviewed to understand the relationships between the different Team members and establish whether clear lines of accountability are in place. The Subcontractor Management Approach should demonstrate the Offeror s ability to manage multiple entities across disparate fields and locations to achieve a common goal. Subfactor 1B: Key Personnel VA will review the qualifications of the proposed Key Personnel to assess their ability to successfully complete the Developer s responsibilities and assist VA in developing and implementing the most viable development scenario(s). The Key Personnel roles should be clearly identified, along with each person s relevant experience, skills, expertise, and education. Subfactor 1C: Understanding of Requirements, Developer Technical Approach and Timeline VA will review the Offeror Team s understanding of the requirements and Developer technical approach to assess how the Offeror Team proposes to effectively accomplish the project. The response should demonstrate the Offeror Team s understanding of the urgency and complexity of the project, potential risks and challenges, proposed mitigation strategies, and the importance of close communication and collaboration with VA throughout the process. Subfactor 1D: Community Relations Experience, Strategy, and State/Local Government Support VA intends to evaluate the Offeror Team s experience with and strategy for managing community relations. Offeror Teams should demonstrate local market knowledge and experience working with the stakeholder community on similar affordable housing efforts. Subfactor 1E: Small Business Participation and Veteran Hiring VA will assess the extent to which the Offeror Team s proposed outreach plan will maximize the participation of SDVOSBs, VOSBs, local small business, and other small businesses in all aspects of the evaluation of assets and subsequent development processes. It is also important that the Offeror Team provide a clear and realistic plan to hire Veterans in association with this project. FACTOR 2: AFFORDABLE AND SUPPORTIVE HOUSING DEVELOPMENT AND OPERATIONS QUALIFICATIONS, EXPERIENCE, AND PAST PERFORMANCE The focus of Factor 2 is on the Offeror Team s affordable and supportive housing development and operations qualifications, experience, and past performance. Factor 3 is comprised of the following equally weighted subfactors: Subfactor 2A: Affordable and Supportive Housing Development Qualifications and Experience VA will review the extent to which the Offeror s Team has demonstrated expertise and experience developing affordable and supportive housing, including experience with adaptive reuse of historic structures and experience working with Federal, state, and local government entities. Subfactor 2B: Affordable and Supportive Housing Development Past Performance VA will assess the extent to which the Offeror s Team has a proven track record of successfully developing affordable and supportive housing projects, including successful completion of adaptive reuse of historic properties. The projects identified should be of similar size, and scope to the supportive housing to be developed on the Campus. Subfactor 2C: Affordable and Supportive Housing Management and Operations Qualifications and Experience VA will review the extent to which the Offeror Team has demonstrated expertise and experience managing and operating affordable and supportive housing and experience working with Federal, State, and local government. VA will also evaluate the Offeror Team s track record of working with qualified property management and supportive services providers and their associated qualifications and experience. Subfactor 2D: Affordable and Supportive Housing Management and Operations Past Performance VA will assess the extent to which the Offeror Team has a proven track record of successfully managing and operating affordable and/or supportive housing projects. The projects identified should be of similar size and scope to the supportive housing to be developed on the Campus. Factor 3: Financial Wherewithal and Experience Securing Financing Factor 3 consists of an evaluation of the Offeror Team s financial wherewithal and experience securing financing for comparable projects. Factor 4 is comprised of the following equally weighted subfactors: Subfactor 3A: Financial Wherewithal VA will assess the financial wherewithal of the Offeror s Team to undertake the development of at least 40 units of supportive housing. VA will evaluate whether the response has provided sufficient evidence and documentation, as required by the RFQ, to demonstrate the financial wherewithal and current financial capacity to successfully execute a project of this size, scope and complexity. Subfactor 3B: Experience Securing Financing VA will review the Offeror Team s experience securing financing for similar affordable and/or supportive housing communities. The Offeror s Team should demonstrate a proven track record of directly securing traditional and non-traditional affordable housing financing. 6.0 MISCELLANEOUS TERMS AND CONDITIONS APPLICABLE TO THIS RFQ 6.1 Authorizations by Submission of Response Any and all information provided by an Offeror and its Team members may be used by VA to conduct credit and background checks. 6.2 Teaming Arrangements and Special Purpose Entities Multiple Offerors may form a joint venture for the purpose of submitting a response to this RFQ. A special purpose entity may also be created for the purpose of submitting a response. VA may require that financial and performance guarantees be provided by these and other Offerors as well as Team members. Potential Offerors who do not have strong experience or skills in all the required areas (e.g., financial structuring, development, property management, operations, supportive services delivery, etc.) may consider submitting responses jointly with entities whose experience can complement their own. (Note: VA will not be involved in facilitating partnering or teaming arrangements.) 6.3 Hold Harmless By participating in the RFQ process, each Offeror agrees to indemnify and hold harmless VA and the United States Government and each of their respective officers, employees, contractors, and advisors from and against any and all real estate and other brokerage fees or commissions, finder s fees, and other forms of compensation related in any way to activities undertaken by any person as a result of such person s efforts towards and/or participation in this RFQ process or the submission by such person of a response, and liabilities, losses, costs, and expenses (including reasonable attorney s fees and expenses) incurred by any indemnified party (including VA) as a result of, or in connection with, any claim asserted or arising as a result of, or in connection with, this RFQ process. 7.0 INELIGIBILITY The following persons (including entities) are ineligible to be an Offeror or a Team member of an Offeror or otherwise participate in the project (including as a contractor, subcontractor, or professional): (a) any person that has been debarred or suspended from doing business with VA; (b) neither such Person nor any of its partners, members, or principal stockholders is listed on any non-procurement or reciprocal lists on the most current System for Award Management published by the U.S. General Services Administration at  www.sam.gov, as updated from time to time, or any replacement thereof; (c) neither such Person nor any of its partners, members, or principal stockholders is a person who poses a security or safety risk as determined by the Secretary of State, including but not limited to any person who either represents a country, or is a member of or provides political, financial or military support to a group, that is listed in the most current Patterns of Global Terrorism report, issued by the Secretary of State in compliance with 22 U.S.C. § 2656f(a), available from the Superintendent of Documents, U.S. Government Printing Office, Washington, DC 20402 and also available at  http://www.state.gov/global/terrorism/annual_reports.html; and (d) neither such Person nor any of its partners, members or principal stockholders is subject to a criminal indictment or information for a felony in any court in the United States.    For purposes of this Solicitation, the term principal stockholder shall mean any person who is a beneficial owner (as defined for purposes of Rule 13d-3 of the Securities and Exchange Act of 1934, as amended and promulgated by the Securities and Exchange Commission) of ten percent (10%) or more of the outstanding stock or other equity of the Offeror. 8.0 ADDITIONAL INFORMATION 8.1 All of the information required to be provided in each response pursuant to Section 8 of this RFQ is important to VA s analysis and evaluation of each response. VA may utilize outside sources in addition to all of the information provided in a response in evaluating each Offeror s submission. 8.2 Neither VA nor any of its contractors, subcontractors, officers, employees, counsel, advisors, or agents, make any representation or warranty, whether express, implied, or created by operation of law, as to the accuracy or completeness of this RFQ or any of its contents or materials referred to therein, and no legal liability with respect thereto is assumed or may be implied. 8.3 VA reserves the right to: (a) make a selection under this RFQ as a result of initial offers submitted; and (b) reject any or all Offers at any time prior to award and cancel this Solicitation. Therefore, all initial offers should comprehensively address each of the requirements set forth herein and contain the Offeror s best terms. 8.4 By submitting a response, each Offeror accepts all the terms and conditions set forth in this RFQ, and any updates, supplements, and amendments thereto. Any conflict (whether actual or perceived) between different parts of this RFQ, as between an Offeror and VA, shall be resolved at the sole and absolute discretion of VA. 8.5 In no event shall VA be liable for any fees, costs, or expenses associated with any of the Offeror s (or their brokers, if any) activities (e.g., preparation, discussions, clarifications, submissions, or negotiations), relating directly or indirectly to this Solicitation. Accordingly, as a condition of submitting its response, each Offeror hereby agrees to indemnify and hold VA harmless for any and all such fees, claims, liabilities, and costs arising in connection with this RFQ and its underlying process. 8.6 Any relationship between VA and an Offeror arising from the Solicitation is subject to the specific limitations, terms, conditions, and representations expressed in this RFQ. Any substantive questions or concerns to include conflicts, apparent conflicts, or any other substantive matters regarding this RFQ which may arise during preparation of an Offeror s response should be addressed, in writing, via the dedicated email address: Kelli.Emery@va.gov
 

Web Link

FBO.gov Permalink
(https://www.fbo.gov/notices/8f33b03f7388f3750976b5e94872a014)
 

Document(s)

Attachment
 

File Name: 36E77620Q0008 36E77620Q0008.docx (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=5198183&FileName=36E77620Q0008-000.docx)

Link: https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=5198183&FileName=36E77620Q0008-000.docx

 

File Name: 36E77620Q0008 Attachment A - EUL Site Information.docx (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=5198184&FileName=36E77620Q0008-001.docx)

Link: https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=5198184&FileName=36E77620Q0008-001.docx

 

File Name: 36E77620Q0008 Attachment B - Information on Site Tours.docx (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=5198185&FileName=36E77620Q0008-002.docx)

Link: https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=5198185&FileName=36E77620Q0008-002.docx

 

Note: If links are broken, refer to Point of Contact above or contact the FBO Help Desk at 877-472-3779.
 

Place of Performance

Address: Northern Arizona VA Health Care System;500 AZ-89;Prescott, AZ

Zip Code: 86301
 

Record

SN05481408-W 20191025/191023230735-8f33b03f7388f3750976b5e94872a014 (fbodaily.com)
 

Source

FedBizOpps Link to This Notice
(may not be valid after Archive Date)

---

| FSG Index  |  This Issue's Index  |  Today's FBO Daily Index Page |