REQUEST FOR QUALIFICATIONS/PROPOSAL
BUENA VISTA HOUSING PROJECT
SUBMITTALS MUST BE
RECEIVED PRIOR TO:
INSTRUCTIONS FOR REQUEST FOR
QUALIFICATIONS/PROPOSAL (“RFQ/P”):
1. SUBMIT 5 COPIES OF YOUR RESPONSE.
OC Community Resources
June 30, 2008 5:00 PM
1770 North Broadway, 4th Floor
Santa Ana, CA 92705
2. RETURN THIS PAGE SIGNED, WITH RESPONSE.
3. ALL SUBMITTALS ARE TO BE IDENTIFIED WITH RFQ/P # AND
RETURNED IN A SEALED ENVELOPE OR PACKAGE.
4. FOR FURTHER INFORMATION, CONTACT:
Sidney Stone (714) 480-2992
DATE: May 15, 2008
Agency:
OC Community Resources (formerly known as Housing and Community Services)
Project:
Develop and Operate an Affordable Housing
1770 North Broadway, 4th Floor
Project on approximately 0.50 acre of land on the
Santa Ana, CA 92705
northeast corner of Buena Vista Street and Orange Olive
Road, in the Olive Heights area, unincorporated Orange
County, adjacent to the City of Orange.
REQUEST FOR QUALIFICATIONS/PROPOSAL (RFQ/P)
The County of Orange (“County”) and Orange County Development Agency (“OCDA”), through OC Community Resources (“OCCR”), is soliciting
Qualifications/Proposals from Developers to develop, construct and operate an affordable housing project. The proposed Scope of Services is detailed in
Section I D, of this RFQ/P.
This RFQ/P is set out in the following format:
SECTION I
SECTION II
SECTION III
Exhibit 1
Exhibit 2
-Introduction and Instructions to Developers
-Qualifications/Proposal Response Requirements
-Model DDA
-Project Site Map
-Housing Opportunities Overlay Zoning Map
Qualifications/Proposal are due by June 30, 2008 at 5:00 P.M., and must be submitted in sealed packages. Complete instructions are provided in Section I of
this RFQ/P.
All questions and inquiries related to this RFQ/P must be directed to Sidney Stone; contact information is provided in Section I C, of this RFQ/P. Developers
shall not contact other County personnel with any questions or clarifications concerning this RFQ/P.
OCCR will initiate all official communication concerning this RFQ/P. Any County response relevant to this RFQ/P other than through or approved by OCCR is
unauthorized and will be considered invalid.
For information on all Solicitation(s), check OCCR web page at http://www.ochousing.org.
Developer will comply with child support enforcement referenced under Section II 11 of this RFP/Q: ______ Yes _______ No
I have read, understood and agree to all statements in this request for proposal and to the attached terms and
conditions.
THE COUNTY OF ORANGE RESERVES THE RIGHT TO
REJECT ANY AND ALL QUALIFICATIONS/PROPOSAL.
Small Business:
_________________________________________________________________________
Yes
Company Name
No
Phone Number
___________________________________________________________________________________________
Address
Minority/Woman-Owned Business:
_______________________________________________
Authorized Signature (Sign all copies)
Title
Asian
____________________ _____________________
Fed ID#
Date
Hispanic
Black
American Indian
Name of party to contact in reference to Qualifications/Proposal
Area Code Phone Number
Caucasian
Woman
Other
PROTEST PROCEDURE
Developers are advised that protests of specifications, terms, conditions, or any other aspect of this solicitation must be made
prior to the RFQ/P Closing Date. Protest of specifications and solicitation terms and conditions made after that date and time will
not be considered by OCCR. Protest of award must be made immediately and in no event later than five (5) calendar days after
the aggrieved party knows, or should have known, the facts giving rise thereto.
All protests must include the following information: (1) the name, address and telephone number of the protestor; (2) the
signature of the protestor or protestor’s representative; (3) a detailed statement of the legal and/or factual grounds of the protest,
and; (4) the form of relief requested.
Protests must be in writing and may be transmitted to OCCR Project Manager Sidney Stone as provided in the Protest
Procedure; contact information is provided in Section I C, of this RFQ/P.
The County Board of Supervisors may not consider protests if the described administrative procedure has not been followed
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BUENA VISTA HOUSING PROJECT
DEVELOP, CONSTRUCT AND OPERATE AN AFFORDABLE
HOUSING PROJECT
TABLE OF CONTENTS
Page No.
COVER PAGE ............................................................................................................................................................................ 1
PROTEST PROCEDURE ........................................................................................................................................................... 2
RFQ/P TABLE OF CONTENTS .................................................................................................................................................. 3
SECTION I: INTRODUCTION AND INSTRUCTIONS TO DEVELOPERS ............................................................................... 4
A.
B.
C.
D.
E.
F.
Introduction and Background ...................................................................................................................................... 4
Proposed Time Schedule ............................................................................................................................................ 5
Instructions to Developers and Procedures for Submittal ........................................................................................... 5
Development Proposal ................................................................................................................................................ 7
Evaluation Process and Criteria .................................................................................................................................. 8
Contracting Procedures .............................................................................................................................................. 9
SECTION II: QUALIFICATIONS/PROPOSAL RESPONSE REQUIREMENTS ...................................................................... 10
A.
Response Items:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Cover Letter/Validity of Qualifications/Proposal ................................................................................................ 10
General Data ..................................................................................................................................................... 10
Financial Information ......................................................................................................................................... 10
Statement of Compliance/Insurance/Model DDA .............................................................................................. 10
Developer Qualifications ................................................................................................................................... 11
Design ............................................................................................................................................................... 11
Project Pro Formas, Notes and Assumptions ................................................................................................... 11
Requested Terms and Conditions ..................................................................................................................... 12
Social Service Plan ........................................................................................................................................... 12
District Attorney Child Support Enforcement ..................................................................................................... 12
SECTION III: MODEL DDA...................................................................................................................................................... 13
EXHIBIT 1 - Project Site Map .................................................................................................................................................. 14
EXHIBIT 2 – Housing Opportunities Overlay Zoning Map ....................................................................................................... 15
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SECTION I: INTRODUCTION AND INSTRUCTIONS TO DEVELOPERS
A. Introduction and Background
In order to promote development of affordable housing in Orange County, the Board of Supervisors, acting as the
Orange County Development Agency (“OCDA”) and working through OC Community Resources (formerly known as
Housing and Community Services is seeking a Developer that will develop, construct and operate an affordable
housing project in the Olive Heights area of the County on a site currently owned by OCDA.
1.
Description of Proposed Affordable Housing Project
The purpose of the proposed project is to provide affordable rental housing for low-income residents of the
County. The OCDA will enter into a Disposition and Development Agreement (“DDA”) with the selected
Developer, which will describe terms and conditions for the sale or ground lease of the property to the
Developer. The Developer will be responsible for securing all necessary entitlements and financing for the
project, and shall construct and operate the project. All funding required of the County, including assistance
for the acquisition of the land, should comply with the County’s April 2008 Notice of Funding Availability
(“NOFA”).
2.
Description of the Property
The property consists of a 0.50-acre parcel on the north side of Buena Vista Street, on the east side of
Orange Olive Road, in the Olive Heights area of unincorporated Orange County, California (see Exhibit 1).
The site is currently zoned C2, commercial, and is part of the County of Orange Housing Opportunities
Overlay Zone. There are currently no improvements on the site although OC Planning may add sidewalks to
the project site in the future. The site dimensions are approximately 160 feet by 170 feet by 130 feet by 173
feet, and include Assessor Parcel Numbers 360-383-02 and 360-383-03.
3.
Design and Community Input
The Developer will be responsible for designing the project and soliciting community input on the proposed
design.
In 2002, OC Community Resources (“OCCR”) issued a Request For Proposals/Qualification (“”2002 RFP”),
selected a developer, and entered into a DDA. The developer performed preliminary design work, and
submitted for entitlements with OC Planning, however their applications were denied at the Planning
Commission. Interested parties are directed to Ruby Maldonado at OC Planning, 714-834-4414 for
additional information regarding entitlements and this previous effort to gain approvals.
The previous design consisted of one (1) level of parking and three (3) levels of living area for a total project
size of four (4) stories. That design attempted to mitigate the density through the use of the grade to the east
to hide the first level, and limiting the number of units on the top floor. This preliminary design included a
total of thirty-four (34) units, consisting of twenty-seven (27) one-bedroom units, seven (7) two-bedroom
units, and a community room. The community room would be made available to the local community for
meetings as well as to the project residents. Current density allowable in the County of Orange Housing
Opportunities Overlay Zone is 25 units per acre plus a 35% density bonus. Maximum density for this site will
be 16 units.
The preliminary design incorporated design elements prevalent in the Olive Heights area including field stone
accents, pitched roofs, board and batten or clapboard siding, stucco, and an “Olive Heights” monument entry
sign. Developers are encouraged to design the project to blend in with the community by having the project
incorporate design features found in the Olive Heights neighborhood. Although this previous design had
significant input from the local community, there are no entitlements in place, and neither OCCR, OCDA, nor
any other County agency, department, or employee represents that any particular design or layout will be
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successful through the entitlement process. The Developer will be responsible for proposing the design and
unit mix that will in its opinion provide the best combination of design and financial feasibility for the site.
The selected Developer will also need to comply with all provisions and regulations of the County of Orange
Housing Opportunities Overlay Zone.
These regulations are fully described online at
http://www.ocplanning.net/docs/codes/Hsg_Opp_Manual.pdf.
4.
Affordability Restrictions
A restrictive covenant will be recorded against the property to ensure that the proposed housing will be deed
restricted for a period of fifty-five (55) years to occupancy by residents whose incomes do not exceed 60% of
Area Median Income for the County of Orange. In addition, the covenant will provide that no less than twenty
percent (20%) of the proposed units shall be affordable to residents whose income does not exceed thirty
percent (30%) of Area Median Income for the County of Orange. Note: the Overlay Zone requires at least
thirty percent (30%) of the units to be rented to residents whose income does not exceed fifty percent (50%)
of the median
5.
Necessary Qualifications/Proposal
The Developer is expected to provide all products and services that fulfill or exceed the requirements and
conditions set forth in this RFQ/P.
B. Proposed Time Schedule
05/15/08
05/29/08
06/30/08 - 5:00 P.M.
07/18/08 – 07/31/08
08/04/08 – 09/30/08
10/06/08
12/09/08
01/05/09
Initial Distribution of RFQ/P Packages
Pre-Proposal Conference
RFQ/P Closing Date
Evaluation of Qualifications/Proposal
Developer Selection and finalization of Agreement (Appeals Period)
Developer submittal of NOFA materials
Consideration of Final Agreement by the Board of Supervisors
Anticipated Project Start Date- entitlement process
C. Instructions to Developers and Procedures for Submittal
1.
A Pre-Proposal Conference will be held on 5/29/08 at 10:00 A.M. Attendees shall meet at the 3rd floor
conference room, 1770 N. Broadway, Santa Ana.
The purpose of the Pre-Proposal Conference is to provide an overview of the RFQ/P and answer any questions
pertaining thereto. Questions are to be submitted in writing prior to 5/28/08 at 5:00 P.M. to:
Sidney Stone
OC Community Resources
1770 N. Broadway
Santa Ana, CA 92706
(714) 480-2803 (fax)
Sidney.stone@hcs.ocgov.com
2.
Should your firm elect not to submit its Qualifications/Proposal, you are requested to return the first page of this
RFQ/P with a letter confirming declination to the address set forth below in Item 3. The envelope should be
clearly marked “Declination Enclosed.”
3.
Clearly identified Qualifications/Proposal are due by June 30, 2008 5:00 PM, and are to be delivered in a sealed
package(s) to:
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RFQ/P Page 5 of 16
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OC Community Resources
1770 N. Broadway
Santa Ana, CA 92706
Attention: Sidney Stone
Re: Buena Vista Housing RFQ/P
Qualifications/Proposal must be time-stamped on the outside of the sealed packages by the OCCR receptionist.
It is the responsibility of the Developer to ensure that delivery is made to the OCCR receptionist prior to the
RFQ/P Closing Date.
4.
If you don’t receive confirmation or receipt for your proposal, it is your responsibility to contact Sidney Stone to
assure receipt of proposal and to receive written confirmation of receipt.
5.
All questions, interpretations or clarifications desired shall be requested in writing not less than ten (10) calendar
days prior to the RFQ/P Closing Date. Oral statement(s) concerning the meaning or intent of the contents of this
RFQ/P by any person are unauthorized and invalid. Inquiries concerning the RFQ/P shall be directed only to the
contact person set forth in Item 1 above. In the event OCCR deems it necessary to clarify or make any changes
to this RFQ/P, said changes will be made in the form of a written addendum authorized and issued by the contact
person identified in Item 1 above, or other authorized designee.
6.
Proposals must be valid for a period of 120 calendar days from the RFQ/P Closing Date. Qualifications/Proposal
may not be withdrawn after submittal.
7.
Each Developer must provide five (5) copies of its Qualifications/Proposal. One (1) copy is to contain an original
signature and be clearly marked as “Original” on the outside cover.
8.
All Qualifications/Proposals shall be submitted on standard 8.5 x 11-inch paper. Qualifications/Proposal shall not
exceed 30 pages in length, exclusive of appendix materials (e.g. resumes and examples of collateral materials).
9.
All Qualifications/Proposals shall contain numbered pages identified sequentially by Section, and be tabbed and
indexed in accordance with the information requested in Section II, Qualifications/Proposal Response
Requirements. It is imperative that all Developers responding to this RFQ/P comply, exactly and completely, with
the instructions set forth herein. All responses to this RFQ/P shall be typewritten or word processed (except
where otherwise provided or noted), concise, straightforward, and must fully address each requirement and
question. Although not as a substitute for a complete written response, additional material, such as technical
documents may be referred to in any response, if the material is included in the same section as additional
information.
10. Qualifications/Proposal are not to be marked as “Confidential” or “Proprietary”. Qualifications/Proposal submitted
in response to this RFQ/P are subject to public disclosure as permitted by the California Public Records Act.
Additionally, all Qualifications/Proposal shall become the property of OCCR. OCCR reserves the right to make
use of any information or ideas in the Qualifications/Proposals submitted.
11. Regardless of any identification otherwise, including marking some or all pages as “Confidential” or “Proprietary”,
information in Qualifications/Proposal shall become a part of the public record and subject to disclosure without
any further notice to the Developer. OCCR shall not in any way be liable or responsible for the disclosure of any
such records.
12 By submitting Qualifications/Proposal, the Developer represents that it: (1) has thoroughly examined and become
familiar with the products and work required under this RFQ/P, and; (2) is capable of providing the products and
performing quality work to achieve OCCR’s objectives.
13 Each Developer must submit its Qualifications/Proposal in strict accordance with all requirements of this RFQ/P.
Deviations, clarifications, and/or exceptions must be clearly identified and listed separately as alternative items for
OCCR consideration.
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14 Each Developer is encouraged to be responsive to the requirements stated in this RFQ/P. If, however, any
Developer feels that it can offer substantial cost/benefit and/or performance advantages, OCCR will consider and
may accept alternate Qualifications/Proposal. Alternate Qualifications/Proposal must specify how they deviate
from the requirements and describe cost reduction or other benefits to be achieved; said alternate
Qualifications/Proposal must also meet or exceed the intent of the RFQ/P’s Section I D, and be submitted as
separate Qualifications/Proposal clearly marked “Alternate” on the outside cover.
15 After the RFQ/P Closing Date, evaluation and clarification of Qualifications/Proposals will commence. Developers
judged most responsive to OCCR requirements may be asked to give OCCR staff an oral presentation of their
Qualifications/Proposal. Selected Developers should be prepared to make their presentation within five (5)
calendar days after notification and be prepared to discuss their Qualifications/Proposal, including technical
questions related thereto. No Developers shall be allowed to alter or amend its Qualifications/Proposal through
use of the presentation process.
16 OCCR reserves the right to negotiate modifications with any Developer as necessary to serve the best interest of
the project. Qualifications/Proposal may be rejected if conditional, incomplete, or deviates from specifications in
this request. OCCR reserves the right to waive, at its discretion, any procedural irregularity, immaterial defects or
other improprieties which OCCR deems reasonably correctable or otherwise not warranting rejection of the
Qualifications/Proposal. Any waiver will not excuse a proponent from full compliance.
17 Pre-contractual expenses are defined as expenses incurred by the Developer in: (1) preparing its
Qualifications/Proposal in response to this RFQ/P; (2) submitting its Qualifications/Proposal to OCCR; (3)
negotiating with OCCR any matter related to the Developer’s Qualifications/Proposal, and; (4) any other expenses
incurred by the Developer prior to the date of award and execution of the Agreement, if any. The Developer shall
pay all precontractual expenses.
18 OCCR reserves the right to: (1) negotiate the final DDA with any Developer(s) as necessary to serve the best
interests of OCCR; or; (2) withdraw this RFQ/P at any time without prior notice and, furthermore, makes no
representations that any contract will be awarded to any Developer responding to this RFQ/P.
Additionally, negotiations may or may not be conducted with Developers; therefore, the Qualifications/Proposal
submitted shall contain the Developer’s most favorable terms and conditions, since selection and award may be
made without discussion with any Developer.
19 Where two or more Developers desire to submit a single proposal in response to this RFQ/P, they may do so on a
joint venture basis subject to the approval of the OCCR. OCCR intends to contract with a single entity.
D. Development Proposal
The proposer shall provide a comprehensive description of the process that it intends to use to develop the proposed low-income
housing, including a description of the proposed design, financing structure, development team, and timetable for completion of
the project. In addition, the Developer shall indicate the proposed financial assistance, if any, which the Developer expects to
require in order to assure the financial feasibility of the project. While no financial assistance is available for the project through
this RFQ/P, the successful proposer may apply for funds under the Multi-Family Affordable Rental Housing Notice of Funding
Availability dated April, 2008 (“NOFA”), to the extend such funds are available. As such, the proposed project financing must
meet the lending policies and requirements under the 2008 NFOA. Although not required as part of the RFP response, the
County of Orange reserves the right to require all NOFA ap-plication requirements and attachments after selection of the
Developer. Copies of the NOFA in either printed or electronic form may be obtained from Sidney Stone, who may be contacted
at (714) 480-2992, or by e-mail at Sidney.stone@hcs.ocgov.com. The NOFA may also be obtained from the OCCR web page at
www.ochousing.org.
Detailed requirements for the Development Proposal are contained in Section II, Qualifications/Proposal Response
Requirements, of this RFQ/P.
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E.
Evaluation Process and Criteria
An Evaluation Panel will evaluate the Qualifications/Proposals in accordance with the criteria and procedures identified
herein. The selected Developer(s) will be chosen on the basis of its apparent ability to best meet the overall needs and
expectations of OCCR.
Qualifications/Proposal will be evaluated on a scale of up to 100 points. The following weighted criteria will be
employed in assessing the merits of all Qualifications/Proposal received by OCCR.
1.
Developer Experience (25 points)
Assessment will include the following:
2.

Development team’s previous experience in developing affordable rental housing or market rate housing,
including experience in the property entitlement, development, construction management, and property
management fields; experience in developing housing utilizing 4% and/or 9% Low Income Housing Tax
Credits, and utilizing other funding sources such as HUD, FNMA, FDMAC, redevelopment set-aside funds,
and other sources commonly utilized to develop new affordable housing.

Architect’s experience in the design of affordable rental housing.

Management company’s experience in the management of affordable rental housing.

General contractor’s experience in building similar housing.
Design (20 points)

Reasonableness of the proposed process for securing community input into the proposed design.

Appropriateness of the design for the site and proposed population, and its compatibility with the surrounding
community.

Perceived likelihood of successfully achieving entitlements.
3. Financial Feasibility and Cost Efficiency (20 points)
4.
5.

Feasibility of the proposed financing scheme.

Effectiveness of leveraging non-County resources.

Effectiveness of meeting all NOFA lending guidelines.

Reasonableness of total project costs and projected County loan, if any.

Reasonableness of project timeline for completion and achieving full occupancy, and demonstrated ability to
meet timelines.
Housing Affordability (15 points)

The degree to which the proposal exceeds the minimum requirements for housing affordability.

The degree to which the proposed development incorporates supportive social services for the proposed
population.
Financial Qualifications/Proposal (20 points)

Financial capacity of the Developer to cover initial capital expenditures, secure additional proposed financing,
and adequacy of working capital to maintain operations at a consistent level.
Upon selection of the most qualified Developer(s), the Evaluation Panel may require the finalist(s) to make a presentation and/or
undergo an oral interview. Appraisals of the presentation/oral interview may be factored into the final scores assigned to the
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Developer. Furthermore, disclosure of any information derived from Qualifications/Proposal submitted by competing Developers
will not be provided during the presentation/oral interview. Developers are advised that award may be made without
presentation/oral interview or further discussion.
F.
Contracting Procedures
1.
As provided by Section III, the Model DDA and the submitted RFQ/P shall become the basis for the final DDA
between OCCR and the Developer. Only those provisions of the Model DDA, the submitted RFQ/P and any items
that are identified in the Developer’s Qualifications/Proposal as exceptions, shall be open to negotiation between
OCCR and the selected Developer.
2.
In accordance with Title VI of the Civil Rights Act of 1964, OCCR hereby notifies all prospective Developers that
Disadvantaged Business Enterprises (DBE) are afforded an equal opportunity to compete for and perform on
Agreements resulting from this solicitation. No person will be discriminated against on the grounds of race, color,
national origin, age or sex in awarding this DDA.
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SECTION II: QUALIFICATIONS/PROPOSAL RESPONSE REQUIREMENTS
Qualifications/Proposal should be prepared simply and economically, providing a straightforward, concise description
of capabilities to satisfy the requirements of the RFQ/P. Emphasis should be on completeness and clarity of content
with sufficient detail to allow for accurate evaluation and comparative analysis. Developer responses must be indexed
in the following order with individual tabs for each underscored, numbered item.
1.
Cover Letter/Validity of Qualifications/Proposal
All Qualifications/Proposal must be accompanied by a cover letter, signed by an individual authorized to bind the
proposing Developer. Any unsigned Qualifications/Proposal submittal is grounds for rejection.
1.1
Validity of Qualifications/Proposal
The Developer shall state the length of time for which the submitted Qualifications/Proposal shall remain
valid. OCCR requires a period of at least 120 calendar days.
1.2
Certificate of Understanding
OCCR assumes no responsibility for any understanding or representation made by any of its officers,
employees, or agents during or prior to the execution of any DDA resulting from this RFQ/P unless:
A.
Such understanding or representation are expressly stated in the DDA; and
B.
The DDA expressly provides that the County or OCCR therefore assumes the responsibility.
Representations made but not expressly stated and for which liability is not expressly assumed by OCCR
in the DDA shall be deemed only for the information of the Developer and shall not be binding on OCCR or
the County.
NOTE: The Developer shall certify that such understanding has been considered in the cost schedule of
the proposal.
1.3
Other
Include the first page of this RFQ/P and any subsequent addenda.
2.
General Data
From the 2008 NOFA, submit the following materials:
3.
2.1
Exhibit 4.01, General Application Form; 4.02;
2.2
Exhibit 4.02, Project Summary;
Financial Information
3.1
4.
Exhibit 4.13, Financial Statements, from the 2008 NOFA;
Statement of Compliance/Insurance/Model DDA
4.1
Statement of Compliance
Within this tabbed Section, the Developer shall include either a statement of compliance with all parts of
this RFQ/P and/or a listing of exceptions and suggested changes, along with any cost impact and
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schedule changes. Qualifications/Proposal must certify either A or B below:
A.
These Qualifications/Proposal are in strict compliance with said RFQ/P and the terms and conditions
set forth in the Model DDA and no exceptions thereto are proposed. OR
B.
These Qualifications/Proposal are in strict compliance with said RFQ/P including the terms and
conditions set forth in the Model DDA, except for those proposed exceptions listed in a separate
attachment hereto.
The attachment must include for each proposed exception: (1) the suggested rewording; (2) reasons for
submitting the proposed exception, and (3) any impact the proposed exception may have on cost,
scheduling, or other areas.
5.
Developer Qualifications
From the 2008 NOFA, submit the following:
5.1
Exhibit 4.08, Development Team Members;
5.2
Exhibit 4.09, Resumes;
5.3
Exhibit 4.10, Applicant/Developer/Co-Developer Experience;
5.4
Exhibit 4.11, Schedule of Real Estate Owned;
5.5
Exhibit 4.37, Evidence of Compliance with Previous OCCR, Orange County Housing Authority (“OCHA”),
or OCDA Loans.
5.6
Exhibit 4.03.01, Davis Bacon & State Prevailing Wage Requirements
5.7
Consolidated Plan Certification Letter.
6.0 Design
6.1
From the 2008 NOFA, submit exhibit 4.22, Architectural/Construction Design Narrative;
6.2
Per Exhibit 4.23, submit conceptual architectural designs including a site plan, floor plan, elevations, and
unit layouts.
7.0 Project Pro Formas, Notes and Assumptions:
7.1
Submit Exhibit 4.03 Project Pro formas Underwriting Spreadsheet (xls) from the NOFA. Please refer to
Exhibit 4.03 Development Financial Pro Formas, and attachments A, B, C, and D of the NOFA for County
guidelines as to maximum costs, subsidy limits, utility allowances, and rents. Please note that the project
financing must fall within all NOFA lending guidelines and requirements. Deviations from the Notes and
Assumptions in Exhibit 4.04 must be justified in Notes and Assumptions. , An Excel computer file is available for
use in preparing the pro forma and may be obtained from Sidney Stone at (714) 480-2992 or
sidney.stone@hcs.ocgov.com
7.2
Exhibit 4.03, Davis Bacon Prevailing Wage Statement
7.3
Exhibit 4.04 Financial Notes & Assumptions, from the NOFA;
7.4
Exhibit 4.05 Development Sources & Uses Narrative;
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7.5
8.
Exhibit 4.06, Impact Fee Worksheet.
Requested Terms and Conditions
The Developer shall describe the proposed terms of the purchase or lease of the property and any anticipated
request for financial assistance in development of the project
9.
Social Service Plan
9.1
Provide exhibit 4.16 from the NOFA, Social Services Plan;
9.2
Provide exhibit 4.17 from the NOFA, Social Services Operating Budget (excel sheet).
10. District Attorney Child Support Enforcement
In order to comply with County child support enforcement requirements, the successful Developer within 30 days
of contract award, must furnish to the contract administrator:
In the case of an individual Developer, his/her name, date of birth, Social Security number, and residence
address;
In the case of a Developer doing business in a form other than as an individual, the name, date of birth, Social
Security number, and residence address of each individual who owns an interest of ten percent (10%) or more in
the development entity; a certificate that the Developer has fully complied with all applicable federal and state
reporting requirements regarding its employees; and
C. A certification that the Developer has fully complied with all lawfully served Wage and Earnings Assignment
Orders and Notices of Assignment and will continue to so comply.
The certifications will be stated as follows:
“I certify that (Company Name) is in full compliance with all applicable federal and state reporting requirements
regarding its employees and with all lawfully served Wage and Earnings Assignment Orders and Notices of
Assignments and will continue to be in compliance throughout the term of Contract (Contract No.) with the County
of Orange. I understand that failure to comply shall constitute a material breach of the contract and that failure to
cure such breach within 60 calendar days of notice from the County of Orange shall constitute grounds for
termination of the contract.”
It is expressly understood that this data will be transmitted to governmental agencies charged with the
establishment and enforcement of child support orders and for no other purposes and will be held confidential by
those agencies.
Failure of the Developer to timely submit the data and/or certifications required above or to comply with all federal
and state reporting requirements for child support enforcement or to comply with all lawfully served Wage and
Earnings Assignment Orders and Notices of Assignment shall constitute a material breach of the contract. Failure
to cure such breach within 60 calendar days of notice from the County shall constitute grounds for contract
termination.
After notification of award, the successful Developer may use a form to be supplied to furnish required information
listed above.
Answer the statement on the first page of this RFP/Q indicating your intent to comply or not comply with this
requirement.
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NOTE: If you indicate that you do not intend to comply with this requirement, you may be considered to be nonresponsive to the requirements of this solicitation and disqualified from being considered.
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SECTION III: MODEL DDA
(To Be Provided as an Addendum)
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EXHIBIT 1
PROJECT SITE MAP
Buena Vista Housing Project
Site
(assessor’s
parcels 360-38302 & 03)
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EXHIBIT 2
HOUSING OPPORTUNITIES OVERLAY ZONING MAP
Buena Vista Housing Project
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RFQ/P Page 16 of 16
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