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PSA with Concourse Group. LLC
aO f6) -,295-y7 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND THE CONCOURSE GROUP. LLC FOR WORKFORCE/AFFORDABLE HOUSING CONSULTANT SERVICES PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3) FOR WORKFORCE HOUSING INITIATIVE AND RELATED SERVICES This Professional Services Agreement("Agreement") is entered into this 7 day of Ptten , 2016, between the CITY OF MIAMI BEACH, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, having its principal offices at 1700 Convention Center Drive, Miami Beach, Florida, 33139 ("City"), and the CONCOURSE GROUP, LLC. ("Consultant"), a Virginia Limited Liability Company authorized to do business in Florida, having its principal office at 2553 Housley Road, Suite 100, Annapolis, Maryland 21401. SECTION 1 DEFINITIONS Affordable Housing: In general, housing for which the occupant(s) is/are paying no more than 30 percent of his or her income for gross housing costs, including utilities. Agreement: This Agreement between the City and Consultant, including any schedules, exhibits and amendments thereto. City Indemnified Parties: For the purpose of this Agreement, it includes the City, its officers, employees, agents, and contractors collectively or individually. City Manager: The Chief Administrative Officer of the City. The City Manager's designee for purposes of this Agreement shall be the City's Office of Housing and Community Services Director. City Property: For the purpose of this Agreement all writings, agreements, works, market plans, and products being created on behalf of the City with the use of the Consultant Resources, as defined below, including, without limitation, all design materials, all developmental materials, and all implementation materials belong to the City. Consultant: For the purposes of this Agreement, Consultant shall be deemed to be an independent contractor, and not an agent or employee of the City. Consultant Resources: Any forms, products, services and materials utilized in connection with the Services being provided on behalf of the City. Consultant Service Order: "Consultant Service Order" shall specifically describe and delineate the particular Services which will be required of Consultant for the Project that is the subject of such order using Schedule "A" — Consultant Service Order Format, attached hereby and made part of this Agreement. 1 _� deliverables (Collectively the Scope), consistent with the work and services described in Appendix"C" of the RFQ. 2.3 Consultant shall only commence any Services, or portions thereof, upon issuance of a Consultant Service Order executed by the City Manager or City Manager's designee. For each proposed Consultant Service Order, Consultant shall provide the City with a cost proposal on a lump sum or not-to-exceed basis, based on the fee schedule set forth in Schedule B hereto. 2.4 The City may request any Services or additional services not contemplated within the scope of Services (Additional Services), at any time by Consultant Service Order, in the same manner as specified in Section 2.3, and based on the Fee schedule set forth in Schedule "B" hereto. Consultant shall only commence any Services or Additional Services, or portions thereof, upon issuance of an executed Consultant Service Order by the City Manager or City Manager's designee. 2.5 Reimbursable Expenses are an allowance set aside by the City and shall include actual expenditures made by the Consultant in the interest of the Project, provided such expenses are authorized by the City in a Consultant Service Order. The Reimbursable Expenses allowance, as specified herein, belongs to, and shall be controlled by the City (i.e. unused portions will be retained by the City and shall not be paid to Consultant). Only approved travel-related expenses authorized by a Consultant Service Order will be reimbursed to the Consultant, in an amount not-to-exceed the agreed-upon amount reflected on the corresponding Consultant Service Order, and in accordance with City- wide Procedure OD. 20.01 (Travel on City Business), as may be updated by the City from time to time ("Reimbursable Expenses"). Notwithstanding the above, any Reimbursable Expenses must be authorized, in advance, in writing, by the City Manager or City Manager's designee. Invoices or vouchers for Reimbursable Expenses shall be submitted to the City Manager's designee (along with any supporting receipts and other back-up material required to support the amount invoiced, and as requested by the City Manager's designee). Consultant shall certify as to each such invoice and/or voucher that the amounts and items claimed as reimbursable are "true and correct and in accordance with the Agreement." Only actual amounts incurred and paid (requiring proof of payment) by the Consultant shall be invoiced, without any markups and/or additions. 2.6 Consultant warrants that all Services shall conform to professional standards of care and practice in effect at the time the Services are performed and be of the highest quality. Any defects caused by the Consultant will be promptly corrected free of charge to the City. Any custom development work will be warranted to be free from all faults, defects or errors for thirty(30) days after City's Acceptance. SECTION 3 TERM The term of this Agreement (Term) shall commence upon execution of this Agreement by all parties hereto, and shall have an initial term of three (3) years, with two (2) one (1)-year renewal options, to be exercised at the City Manager's sole option and discretion, by providing Consultant with written notice of same no less than thirty (30) days prior to the expiration of the initial term or renewal term, as applicable. 3 Notwithstanding the Term provided herein, Consultant shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in the Consultant Service Order. SECTION 4 FEE In consideration of the Services to be provided, Consultant shall be compensated through individual Consultant Service Order(s) issued for a particular Project, on a "fixed fee" or "not to exceed" basis. Notwithstanding the preceding, the total fee paid to Consultant pursuant to this Agreement shall be subject to funds availability approved through the City's budgeting process. 4.1 At the time of negotiation of each Consultant Service Order, City and Contractor will determine the tasks/sub-tasks applicable to the Project based on the list of Services, and the lump sum or not-to-exceed amounts associated with each Consultant Service Order. The amount identified in the approved Consultant Service Order shall be based on the Consultant's hourly billing rates set forth in Schedule "B", attached hereto as well as any approved Additional Services. To the extent any of the Services involve fees or costs for which billing rates are not specified in Schedule "B," all such fees or costs must be specifically delineated in each Consultant Service Order. Consultant shall not commence any Services or Additional Services unless approved in writing by the City Manager or City Manager's designee. 4.2 The City Manager's designee shall have the delegated authority to execute Consultant Service Orders up to an amount not-to-exceed $_50,000.00. Any Consultant Service Orders in excess of $_50,000.00must be executed by the City Manager. Any Consultant Service Order not executed in accordance herewith shall be null and void. 4.3 ESCALATION During the Term of this Agreement, but not before the end of the first contract year following the execution date (the anniversary date), the City may, by written directive approved and executed by the City Manager, adjust the hourly billing rates set forth in Schedule "B" hereto, to reflect the change in the Consumer Price Index (CPI) on a year to year basis. Such adjustment will be based on the cumulative change of the CPI for All Urban Consumers (Current Series) for the Miami-Fort Lauderdale, Florida area, as promulgated by the Bureau of Labor Statistics of the United States Department of Labor; provided that in no event shall the annual increase exceed three percent (3%). 4.4 INVOICING Upon receipt of an acceptable and approved invoice, payment(s) shall be made within thirty (30) days for the tasks/sub-tasks of the Services satisfactorily rendered and submitted for reimbursement following the "Sample Consultant Compensation - Schedule C", attached hereto. Invoices shall include a detailed description of the Services (tasks/sub-tasks) provided, and shall be submitted to the City at the following address: Maria L. Ruiz, Department Director City of Miami Beach Office of Housing and Community Services 1700 Convention Center Drive 4 Miami Beach, Florida 33139 SECTION 5 TERMINATION 5.1 TERMINATION FOR CAUSE If the Consultant shall fail to fulfill in a timely manner, or otherwise violates any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify the Consultant of its violation of the particular term(s) of this Agreement, and shall grant Consultant ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City for any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's right and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. 5.2 TERMINATION FOR CONVENIENCE OF THE CITY THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CONSULTANT OF SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS FOLLOWING RECEIPT BY THE CONSULTANT OF SUCH NOTICE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CONSULTANT SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 5.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Consultant is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 5.2. SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City Indemnified Parties from and against any and all Damages, relating to, arising out of, or in connection with: (1) the Services furnished by Consultant pursuant to this Agreement, the transactions contemplated hereby, Consultant's role in connection therewith, and Consultant's engagement hereunder in general; (2) Consultant's negligence, errors, omissions or 5 other willful misconduct or fraud of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement; and (3) breach of the terms of this Agreement (including any warranties or representations contained herein). To that extent, the Consultant shall pay all such Damages and shall pay all such costs and judgments which may issue from any lawsuit arising from such Damages, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. Consultant's obligations hereunder shall be binding upon and inure to the benefit of any successors, assigns and personal representatives of Consultant, City and any City indemnified Parties, as applicable. The parties agree that one percent (1%) of the total compensation to Consultant for the performance of the Services under each Consultant Service Order is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. Notwithstanding the foregoing, this indemnity agreement shall not apply to any Damages arising out of the gross negligence or intentional actions of the City Indemnified Parties. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Consultant shall maintain and carry in full force during the Term, the following insurance: a. Consultant General Liability, in the amount of$1,000,000; b. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence, for bodily injury and property damage; c. Consultant Professional Liability, in the amount of $1,000,000 with a deductible per claim, if any, not to exceed 10% of the limit of liability; and d. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. The insurance must be furnished by insurance companies authorized to do business in the State of Florida. All insurance policies must be issued by companies rated no less than "B+" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage in the policy. The insurance certificate for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or Services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. 6 Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. The Consultant shall not commence any work and or Services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. SECTION 9 NO PROPRIETARY RIGHTS RESERVED BY CONSULTANT/PATENTS AND COPYRIGHTS Consultant warrants and represents that it has ownership and rights to any and all Consultant Resources. Consultant grants the City the right to use all patents, trademarks, service marks, copyrights, and other rights in and to any and all of Consultant Resources, in connection with Services being provided on behalf of the City. Notwithstanding the use of the foregoing Consultant Resources, Consultant hereby acknowledges and agrees that City's Property shall be the sole property of the City and Consultant shall not have a claim to said City Property upon completion or early termination of this Agreement. Consultant may use the City's Property in connection with providing the City with the Services under this Agreement, upon the written consent from the City Manager or City Manager's designee; however, all City Property shall remain the property of the City and Consultant shall not have the right to use said City Property subsequent to the completion or early termination of this Agreement. Consultant shall protect and defend, at Consultant's expense, counsel being subject to the City's approval, and indemnify and hold harmless the City from and against any and all losses, 7 penalties, fines, damages, settlements, judgments, claims costs, charges, royalties, expenses, or liabilities, including any award of attorney fees and any award of costs, in connection with or arising directly or indirectly out of any infringement or allegation of infringement of any patent, copyright, or other intellectual property right in connection with the Consultant's or the City's use of any copyrighted, patented or un-patented invention, process, article, material, or device that is manufactured, provided, or used pursuant to this Agreement. If the Consultant uses any design, device, or materials covered by letters, patent or copyright, it is mutually agreed and understood without exception that the bid prices shall include all royalties or costs arising from the use of such design, device, or materials in any way involved in the work. SECTION 10 GENERAL PROVISIONS 10.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager or City Manager's designee may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Consultant shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 10.2 'INTENTIONALLY DELETEDI 10.3 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or Service under this Agreement without the prior written consent of the City Manager or City Manager's designee, which consent, if given at all, shall be in the Manager's or City Manager's designee sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment(unless approved) shall be void. 10.4 PUBLIC ENTITY CRIMES Prior to commencement of the Services, the Consultant shall file a State of Florida Form PUR 7068, Sworn Statement under Section 287.133(3)(a) Florida Statute on Public Entity Crimes with the City's Procurement Division. 10.5 EQUAL EMPLOYMENT OPPORTUNITY Consultant shall comply with Executive Order 11246, entitled "Equal Employment Opportunity", as amended by Executive Order 11375, and as supplemented in Department of Labor Regulations, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. Additionally, the Consultant shall comply with City of Miami Beach Human Rights Ordinance as codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, or 8 public services, on the basis of actual or perceived race, color, national origin, religion, sex, intersexuality, sexual orientation, gender identity, familial and marital status, age, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, political affiliation, or disability. 10.6 CONFLICT OF INTEREST The Consultant herein agrees to adhere to and be governed by all applicable Miami- Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, and as may be amended from time to time; and by the City's Charter and Code (as some may be amended from time to time); both of which are incorporated by reference herein as if fully set forth herein. The Consultant covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. The Consultant further covenants that in the performance of this Agreement, Consultant shall not knowingly employ any person having such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising there from. SECTION 11 NOTICES All notices and communications in writing required or permitted hereunder, shall be delivered personally to the representatives of the Consultant and the City listed below or may be mailed by U.S. Certified Mail, return receipt requested, postage prepaid, or by a nationally recognized overnight delivery service. Until changed by notice in writing, all such notices and communications shall be addressed as follows: TO CONSULTANT: THE CONCOURSE GROUP, LLC. 2553 Housley Road, Suite 100 Annapolis, Maryland 21401 Attn: Thomas Shea, Principal WITH A COPY TO: Damiani & Damiani 604 Cameron Street Alexandria, VA 22314 Attn: David Damiani, Esq. TO CITY: City of Miami Beach City Manager's Office 1700 Convention Center Drive, 4th Floor Miami Beach, Florida 33139 Attn: Jimmy L. Morales, City Manager WITH A COPY TO: City of Miami Beach Office of Housing and Community Services 1700 Convention Center Drive Miami Beach, Florida 33139 Attn: Maria L. Ruiz, Department Director 9 Notice may also be provided to any other address designated by the party to receive notice if such alternate address is provided via U.S. certified mail, return receipt requested, hand delivered, or by overnight delivery. In the event an alternate notice address is properly provided, notice shall be sent to such alternate address in addition to any other address which notice would otherwise be sent, unless other delivery instruction as specifically provided for by the party entitled to notice. Notice shall be deemed given on the day on which personally served, or the day of receipt by either U.S. certified mail or overnight delivery. SECTION 12 MISCELLANEOUS PROVISIONS 12.1 CHANGES AND ADDITIONS This Agreement cannot be modified or amended without the express written consent of the parties. No modification, amendment, or alteration of the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 12.2 SEVERABILITY If any term or provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall not be affected and every other term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law. 12.3 ENTIRETY OF AGREEMENT The City and Consultant agree that this is the entire Agreement between the parties. This Agreement supersedes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein, and there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Title and paragraph headings are for convenient reference and are not intended to confer any rights or obligations upon the parties to this Agreement. 12.4 CONSULTANT'S COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW Pursuant to Section 119.0701 of the Florida Statutes, if the Consultant meets the definition of"Contractor" as defined in Section 119.0701(1)(a), the Consultant shall: a. Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service; b. Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; and d. Meet all requirements for retaining public records and transfer to the City, at no City cost, all public records created, received, maintained and/or directly related to the performance of this Agreement that are in possession of the Consultant upon termination of this Agreement. Upon termination of this Agreement, the Consultant 10 • shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the City in a format that is compatible with the information technology systems of the City. Consultant's failure to comply with the Public Records disclosure requirement set forth in Section 119.0701 of the Florida Statutes shall be a breach of this Agreement. In the event the Consultant does not comply with the public records disclosure requirement set forth in Section 119.0701 of the Florida Statutes, the City may, at the City's sole discretion, avail itself of the remedies set forth under this Agreement and available at law. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 11 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. FOR CITY: CITY OF MIAMI BEACH, FLO =A ATTEST: By: • Cit Clerk Mayor B E °o Date: , 2 1 ‘10� t its • 3 • %% FOR CONSULTANT: THE CONCOURSE GROUP, LLC. ATTEST: By: -cretary , erect :Hager LatniK Ke55ei(i X101 ��:/i • / . Print Name // -- •i Print Name/Title Date: 2 9 I OV 2 b I CR APPROVED AS TO FORM &LANGUAGE &FOR EXECUTION City Attorney ( Date 12 ATTACHMENT A RESOLUTION COMMISSION ITEMS AND COMMISSION MEMORANDUM RESOLUTION NO. 2016-29547 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 2016-097-KB, FOR CONSULTING SERVICES FOR PUBLIC PRIVATE PARTNERSHIP (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE CONCOURSE GROUP, AS THE TOP RANKED PROPOSER; FURTHER, SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH THE CONCOURSE GROUP, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH KPMG LLP, AS THE SECOND HIGHEST RANKED PROPOSER; FURTHER, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. WHEREAS, on May 11, 2016, the City Commission approved the issuance of Request for Qualifications (RFQ) No. 2016-097-KB for Consulting Services for Public-Private Partnerships (P3)for Workforce/Affordable Housing Projects; and WHEREAS, Request for Qualifications No. 2016-097-KB (the "RFQ") was released on May 16, 2016; and WHEREAS, a voluntary pre-proposal meeting was held on May 25, 2016; and WHEREAS, on July 6, 2016, the City received a total of four(4) proposals; and WHEREAS, the Committee convened on August 10, 2016 to review and score the remaining proposals; and WHEREAS, the Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law, general information on the scope of services, and a copy of each proposal; and WHEREAS, the Committee's ranking was as follows: The Concourse Group as first ranked, KPMG LLP as second ranked,,CVR Associates, Inc. and Lambert Advisory as third ranked: and WHEREAS, after reviewing all the submissions and the results of the evaluation process, the City Manager recommends that the Mayor and City Commission approve the resolution authorizing the Administration to enter into negotiations with The Concourse Group, as the top ranked proposer; further, should the Administration not be successful in negotiating an agreement with The Concourse Group, authorize the Administration to enter into negotiations with KPMG LLP, as the second highest ranked proposer; and further authorize the Mayor and City Clerk to execute an agreement, upon conclusion of successful negotiations by the Administration. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby accept the recommendation of the City Manager pertaining to the ranking of proposals, pursuant to Request for Qualifications (RFQ) No. 2016-097-KB for Consulting Services for Public-Private Partnerships (P3) for Workforce/Affordable Housing Projects, authorize the Administration to enter into negotiations with The Concourse Group, as the top ranked proposer; further, should the Administration not be successful in negotiating an agreement with The Concourse Group, authorize the Administration to enter into negotiations with KPMG LLP, as the second highest ranked proposer; and further authorize the Mayor and City Clerk to execute an agreement, upon conclusion of successful negotiations by the Administration. PASSED AND ADOPTED this /9 day of Sept('Nter 2016. a. ' Phili p L- Lo•z-,. ayor ATTEST: ! .•`.......v%r �. B Rafa -I E. ranado, Ci• Clerk • ' " �� • „ ^or ;RPTED: I1 s:1J J:1 l ef T:\AGENDA12016\September\Procurement\RFQ 201 6-097:K8!P3,Consultant\RFQ-2016-097-KB - P3 Consultant- Resolution final.doc APPROVED AS TO FORM&LANGUAGE 8 FOR EXECUTION city Attorney 01.3 (1/0 RA Date Resolutions -C7 V MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: September 14, 2016 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR PROPOSALS (RFP) NO. 2016-097- KB, FOR CONSULTING SERVICES FOR PUBLIC PRIVATE PARTNERSHIP (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH THE CONCOURSE GROUP, AS THE TOP RANKED PROPOSER; FURTHER, SHOULD THE ADMINISTRATION NOT BE SUCCESSFUL IN NEGOTIATING AN AGREEMENT WITH THE CONCOURSE GROUP, AUTHORIZING THE ADMINISTRATION TO ENTER INTO NEGOTIATIONS WITH KPMG LLP, AS THE SECOND HIGHEST • RANKED PROPOSER; FURTHER, AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT UPON CONCLUSION OF SUCCESSFUL NEGOTIATIONS BY THE ADMINISTRATION. RECOMMENDATION Adopt the Resolution. ANALYSIS BACKGROUND On May 6, 2015, via Resolution No. 2015-29017, the City Commission accepted the recommendation of the Neighborhood/Community Affairs Committee to issue a Request for Proposals to identify a Public-Private Partnership with the City, in order to develop the City- Owned property located at 1940 Park Avenue (The Barclay Plaza Apartments), as Workforce Housing serving persons earning between 120 and 140 percent of Area Median Income (AMI) and employed in the public safety, education and municipal sectors. Although staff initiated the process by identifying an architect to prepare the general development guidelines for the building, it was soon determined that additional expertise was needed to evaluate the project's financial viability and the City's level of risk necessary to enter into a Public-Private Partnership for workforce/affordable housing. On April 13, 2016, via Resolution No. 2016-29355, the City Commission accepted the recommendation of the Finance and Citywide Projects Committee to pursue new garage development initiatives that included the incorporation of workforce housing. As a result of having workforce housing as a common element, on May 11, 2016, staff requested the City Commission to approve the issuance of Request for Qualifications (RFQ) No. 2016-097-KB for Page 517 of 2277 Consulting Services for Public-Private Partnerships (P3) for a Workforce/Affordable Housing Initiative that would cover the Barclay Plaza, some parking lots identified as possible development sites, and other potential City'sites to be determined. This request sought to identify a consulting firm that would assist the City in identifying and creating opportunities to partner with the private sector to develop workforce/affordable housing projects in currently owned City lots and-properties. In addition, the City was seeking the expertise to determine the level of risk, and financial viability of each project, as well as to do individual site analysis to determine if a Public-Private Partnership is the best method to deliver the workforce/affordable housing initiative. RFQ PROCESS On May 11, 2016, the City Commission approved to issue the Request for Qualifications (RFQ) No. 2016-097-KB for Consulting Services for Public-Private Partnerships (P3) for Workforce/Affordable Housing Projects. On May 16, 2016, the RFQ was issued. A voluntary pre-proposal conference to provide information to the proposers submitting a response was held on May 25, 2016. RFQ responses were due and received on July 6, 2016. The City received a total of four (4) proposals. The City received proposals from the following firms: CVR Associates, Inc., KPMG LLP, Lambert Advisory, and The Concourse Group. The Evaluation Committee convened on August 10, 2016 to consider proposals received. The Committee was comprised of James Murphy, Principal Planner, Planning Department, City of Miami Beach; David Smith, Chair, Affordable Housing Advisory Committee; and Tatiana Escobar, CDBG Coordinator, Housing & Community Services Department, City of Miami Beach. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ which included experience in several aspects of housing development and financing. The evaluation process resulted in the ranking of proposers as indicated in Attachment A. CONCLUSION After reviewing all the submissions and the results of the evaluation process, the City Manager recommends that the Mayor and City Commission approve the resolution authorizing the Administration to enter into negotiations with The Concourse Group, as the top ranked proposer; further, should the Administration not be successful in negotiating an agreement with The Concourse Group, authorize the Administration to enter into negotiations with KPMG LLP, as the second highest ranked proposer; and further authorize the Mayor and City Clerk to execute an agreement, upon conclusion of successful negotiations by the Administration. KEY INTENDED OUTCOMES SUPPORTED Ensure Workforce Housing For Key Industry Workers Is Available In Suitable Locations FINANCIAL INFORMATION The cost of the related services, determined upon successful negotiations, are subject to funds availability approved through the City's budgeting process. This project will not utilize grant funding. Page 518 of 2277 Legislative Tracking Housing & Community Services/Procurement ATTACHMENTS: Description ❑ Resolution ❑ Attachment A-- Evaluation Scoring and Ranking • Page 519 of 2277 Y C M N co) 1.- co CC • W OIQ J w F- ° cfl ° ce, _1 00 O Q rn c Y M (NJ d C CO CC U) a E L. co O) -,:r ° CO 7 C) C_ Y M '- d' C CO 0L L_ E N O N 0 N 70 CO O) 1,-. a) w j O 0 CO N N t() (1) 0) Cr) C Co - Cr) N N- C CO CC c0 ki al U in ([) O,-. H W M 11.1 co-• , 0- " Z co WOh- 92 5V 1i W a 0 ? d cc 0 O V 0 rjzzOz � aa c is 0 � zO — vi � OVtnQ � VZ > i ix 1.1.1 0 V Y 5, W CL OLL =CI) uu) a Q c WQ = < 0 U Jo CC Q E a) a Na •. > Y I- MAMIBEACH OFFICE OF THE CITY MANAGER LTC # 328-2016 LETTER TO COMMISSION TO: Mayor Philip Levine and Members the City • .mmission FROM: Jimmy L. Morales, City Manager ►_ • DATE: August 3, 2016 SUBJECT: Evaluation Committee Relative to Request for Qualifications (RFQ) No. 2016-097-KB, for Consulting Services for Public-Private Partnerships(P3)for Workforce/Affordable Housing • Projects • The purpose of this LTC is to update the Mayor and City Commission on the status of Request for Qualifications(RFQ)No.2016-097-KB,which seeks to establish an agreement with a qualified firm(s)for consulting services for Public-Private Partnerships (P3)for workforce/affordable housing projects. The City received proposals pursuant to this RFQ on Wednesday, July 6, 2016. The responsive proposals will be reviewed by the Evaluation Committee in accordance with the criteria established in the RFQ. I am considering appointing the following individuals to serve on the Evaluation Committee: • Saul Frances, Director, Parking Department, City of Miami Beach • Allison Williams, Chief Financial Officer, City of Miami Beach • James Murphy, Principal Planner, Planning Department, City of Miami Beach III • David Smith, Chair, Affordable Housing Advisory Committee • Tatiana Escobar, CDBG Coordinator, Housing &Community Services Department, City of Miami Beach I am also considering the following individuals as alternates: • Rogelio Madan, Principal Planner, Planning Department, City of Miami Beach • Viviana Alemany, Senior Capital Projects Coordinator, Housing and Community Services Department, City of Miami Beach I would appreciate any comments and/or suggestions you may have by Friday, August 5, 2016. Thank you. • • • C: Mark Taxis, Assistant City Manager -- - Ilex D-nis, lirector, Procurement Department �,� . JLM/ /R' +/K 1' F:\PU-C\$A -• citations\2016\2016-097-KB (RFP) P3 Consultant Workforce Housing\2016-097-KB (RFP) P3 Consultant for Workforce Housin• Initiative\09-Evaluation\LTC RFQ 2016-097-KB P3 Consultant.doc • • ATTACHMENT B • REQUEST FOR QUALIFICATIONS (RFQ) • AND ADDENDUMS • • • r. . MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue, 3rd Floor,Miami Beach, Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490 Fax: 786-394-4002 ADDENDUM NO.4 REQUEST FOR QUALIFICATIONS (RFQ) 2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS June 30, 2016 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. ATTACHMENTS. Exhibit A: Pre-Submittal Meeting Sign In Sheet Exhibit B: Insurance Requirements II. ANSWERS TO QUESTIONS BY PROSPECTIVE BIDDERS AT THE PRE-BID MEETING AND VIA EMAIL. Q1: Regarding evaluation of proposer responses, page 14 of the RFQ states that 20 points are to be awarded for Qualifications of Sub-Consultants (Firms). A) Are proposers required to include a sub-consultant with their qualifications? B) If not, how be those 20 points be allocated in the evaluation of qualifications? Al: If a proposer does not have a sub-consultant, its skills and experiences, as they relate to this section, will be factored in the overall score. Q2: Would you please advise what is required for a bidder to comply with the City's lobbyist laws? Specifically, are the bidders and their respective employees required to register as lobbyists and pay the registration fees in order to participate in the solicitation, including submission of a proposal, responding to any requests for oral interviews and negotiation of a contract? A2: This RFQ is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. Q3: Do Prime and sub-consultant need to have a Miami Beach Tax Receipt on record prior to bid submittal? A3: No. Q4: Are sub-consultants required to complete Appendix A of the RFQ or this requirement is only for Prime Consultants? A4: The prime proposer shall complete Appendix A. 1 ADDENDUM NO.4 REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS Q5: Can the City provide guidance on the Insurance requirements for sub and prime consultants? A5: Attached as Exhibit B. Q6: Will the selected consultants be required to have a working station in the offices of the City? A6: No. Q7: What permits or licenses will be required in case the prime and/or sub-consultants do not have offices within the boundaries of the City of Miami Beach but in Miami-Dade County? A7: Prime proposer and/or sub-consultants shall be registered to conduct business in the State of Florida with the Florida Department of State Division of Corporations. Q8: Can you please confirm if all the parking lots included in the project are also contained in the parking study conducted by Walker Parking Consultants? A8: Yes, confirmed. Q9: Is there a model Professional Services Agreement available for our review? A9: The professional services agreement will be provided during negotiations Q10: Is there a page limitation, font type and format for the proposal (apart from the TAB's indicated)? A10: There are no page limitations. Q11: You mentioned a probable outreach component, instead of bringing someone new, can the selected consultant expect to have access to the communications/public relations firms currently under contract in Miami Beach? All: The proposer shall provide the list of contacts and the City would then engage via outreach efforts. Q12: Are there any teaming restrictions for sub-consultants? How many teams can a sub consultant join? Al2: No,there are no restrictions as long as there is disclosure. Q13: What is the anticipate engagement term for the selected group? A13: To be determined. Q14: Does Miami Beach have a preference on the anticipated key personnel and type of sub consultant they will like to see in the proposal? A14: The City is seeking a full range of services typically required to be provided by a consultant/owner's representative for P3 housing projects. Q15: Will consultants working in the Streetcar Project be precluded to participate in this RFQ? A15: No. 2 ADDENDUM NO.4 REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS Q16: Are sub-consultants required to submit the D&B report as part of a proposal with a prime consultant? A16: Not at this time. 017: Do the prime and sub consultant need to be registered lobbyists with Miami.Beach? A17: Please refer to response A2 above. Q18: Will the selected firm assist the City and follow through with the City for the development? A18: The preponderance of Proposer time will be in the drafting of the RFPs and selection of responsive bidders. 019: Is there a proposed timeline? A19: The City anticipates executing a contract prior to the end of this calendar year. Q20: Is there a preference by the City for architectural or financial entity/developer? A20: No. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranadomiamibeachfl.gov. Procurement Contact: Telephone: Email: Kristy Bada 305-673-7000, ext. 6218 KristyBada @miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the "Notice to Prospective Bidders" questionnaire with the reason(s)for not submitting a proposal. Si ;e Ale D' is P urement Director 3 ADDENDUM N0.4 REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS • • EXHIBIT A . PRE-PROPOSAL SIGN-IN SHEET • • • • • 4 ADDENDUM NO. • REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC=PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS MIAMIBEACH CITY OF MIAMI BEACH PRE-PROPOSAL MEETING SIGN-IN SHEET DATE: May 25,2016 at 10:00am TITLE: RFQ 2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS NAME COMPANY NAME PHONE# FAX# (PLEASE PRINT) E-MAIL ADDRESS Kristy Bada Procurement- CMB 305-673-7000 786-394-5494 kristvbada miamibeachfl.gov ext. 6218 cr. GUTL ,b�SS��rA �Ct 1L�1 V-L6(c) t*G,611J (`? .viz.A cc/a-/ . c 7- 3,0415-Z6- 4' V`iA i 01>Ui!i OZ. b ' COY'NAk. \I la)b�1 "iC c C"� ��It N CIS "48G a9.343 1 9_5 ".fo -1-- ( a_mio.vm,C en8n.cl ots✓ 9 k Viemml ko -ifi 04,73-2a.,5 Na47,04/ 4-,fgodirdeRipitm, gAC Sri "L E© A p A-Li-Y �`i T?, 9��l Y.p�c-�#-16.Seto ao lGs 1L I7look&Zetikoauk6--c4k. 101 sus-473 7 010 C. "1"1 OF Kra►Ha iSE l c Cc4lteVS MIAMI BEACH CITY OF MIAMI BEACH PRE-PROPOSAL MEETING SIGN-IN SHEET DATE: May 25,2016 at 10:00am TITLE: RFQ 2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS NAME COMPANY NAME PHONE# FAX# (PLEASE PRINT) E-MAIL ADDRESS iv b Lh s'Oh C o i Lo vJ G1 eVVMA jr V LL MiihNes Arefrav 3 LLb Ktdfliel ASJ tif LLuv� . • • EXHIBIT B • • I NSU RANCEREQU I REMENTS • . • .•. . • • . 5 ADDENDUM NO.4 REQUEST FOR QUALIFICATIONS NO.2016-097-KB •- CONSULTING SERVICES FOR PUBLIC:PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS , . .. • MIAMI - ) E C INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. The provider shall furnish to Department of Procurement, City of Miami Beach, 1700 Convention Center Drive, 3rd Floor, Miami Beach, Florida 33139, Certificate(s) of Insurance which indicate that insurance coverage has been obtained which meets the requirements as outlined below: A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440. B. Commercial General Liability on a comprehensive basis in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. City of Miami Beach must be shown as an additional insured with respect to this coverage. . C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence for bodily injury and property damage. I D. Professional Liability Insurance in an amount not less than$1,000,000 with the deductible per claim, if any,not to exceed 10%of the limit of liability. A waiver of subrogation in favor of the City must be included for the policies required above. The insurance coverage required shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the vendor. All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida,with the following qualifications: The company must be rated no less than "B+" as to management, and no less than "Class V' as to financial strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey,or its equivalent,subject to the approval of the City Risk Management Division. or The company must hold a valid Florida Certificate of Authority as shown in the latest "List of All Insurance Companies Authorized or Approved to Do Business in Florida" issued by the State of Florida Department of Insurance and are members of the Florida Guaranty Fund. Certificates will indicate no modification or change in insurance shall be made without thirty(30)days in advance notice to the certificate holder. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH 1700 CONVENTION CENTER DRIVE 3rd FLOOR MIAMI BEACH, FL 33139 Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. 6 ADDENDUM NO.4.._",._._. REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue, 3'd Floor, Miami Beach, Florida 33139,www.miamibeachR.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490 Fax: 786-394-4002 ADDENDUM NO. 3 REQUEST FOR QUALIFICATIONS (RFQ)2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS June 22, 2016 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following , particulars only(deletions are shown by strikethrough and additions are underlined). I. RFQ DUE DATE AND TIME. The deadline for the receipt of bids is extended until 3:00 p.m., on Wednesday, July 6, 2016, at the following location: City of Miami Beach Procurement Department l 1755 Meridian Avenue, 3rd Floor i Miami Beach, Florida 33139 Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic or other delays for which the Proposer is solely responsible. A FORTHCOMING ADDENDUM WILL CONTAIN RESPONSES TO QUESTIONS RECEIVED. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(c�miamibeachfl.gov. { Procurement Contact: Telephone: Email: Kristy Bada 305-673-7000, ext. 6218 KristyBada @miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the "Notice to Prospective Bidders" questionnaire with the reason(s) for not submitting a proposal. Sit-I lex R-nis •rocurement Director { 1 1 ADDENDUM NO.3 REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS 3 MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue, 3'Floor, Miami Beach, Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490 Fax: 786-394-4002 ADDENDUM NO. 2 REQUEST FOR QUALIFICATIONS (RFQ) 2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS June 22, 2016 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. RFQ DUE DATE AND TIME. The deadline for the receipt of bids is extended until 3:00 p.m., on Thursday, June 30, 2016, at the following location: City of Miami Beach Procurement Department 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic or other delays for which the Proposer is solely responsible. A FORTHCOMING ADDENDUM WILL CONTAIN RESPONSES TO QUESTIONS RECEIVED. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a�miamibeachfl.gov. Procurement Contact: Telephone: Email: Kristy Bada 305-673-7000, ext. 6218 KristyBada @miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the "Notice to Prospective Bidders" questionnaire with the reason(s) for not submitting a proposal. Sincerely, Alex Denis Procurement Director 1 ADDENDUM NO.2 REQUEST FOR QUALIFICATIONS NO.2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS MIAMIBEACH City of Miami Beach, 1755 Meridian Avenue,3rd Floor,Miami Beach, Florida 33139,www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490 Fax: 786-394-4002 ADDENDUM NO. 1 REQUEST FOR QUALIFICATIONS (RFQ) 2016-097-KB CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS June 14, 2016 This Addendum to the above-referenced RFQ is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFQ is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. RFQ DUE DATE AND TIME. The deadline for the receipt of bids is extended until 3:00 p.m., on Friday, June 24, 2016, at the following location: City of Miami Beach Procurement Department 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Late proposals will not be accepted. Proposers are cautioned to plan sufficient time to allow for traffic or other delays for which the Proposer is solely responsible. A FORTHCOMING ADDENDUM WILL CONTAIN RESPONSES TO QUESTIONS RECEIVED. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranadoCc�miamibeachfl.qov. Procurement Contact: Telephone: Email: Kristy Bada 305-673-7000, ext. 6218 KristyBada @miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFQ submission. Potential proposers that have elected not to submit a response to the RFQ are requested to complete and return the "Notice to Prospective Bidders" questionnaire with the reason(s) for not submitting a proposal. Sin' rely, Al=x D- i_.. • curement Director ..... ...-__.a� 1 ADDENDUM NO.1 REQUEST FOR QUALIFICATIONS NO.2016-097-KB I CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS(P3)FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS REQUEST FOR QUALIFICATIONS ( RFQ) CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3) FOR WORKFORCE/AFFORDABLE HOUSING PROJECTS 2016-097-KB • RFP ISSUANCE DATE: MAY 16, 2016 PROPOSALS DUE: JUNE 16, 2016 @ 3:00 PM ISSUED BY: Ca, MIAMIBEACH KRISTY BADA, CONTRACTING OFFICER II PROCUREMENT DEPARTMENT 1700 Convention Center Drive, Miami Beach, FL 33139 305.673.7000 x6218 I www.miamibeachfl.gov MIAMI BEACH TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 NOT UTILIZED N/A 0200 INSTRUCTIONS TO RESPONDENTS & GENERAL CONDITIONS 3 0300 SUBMITTAL INSTRUCTIONS & FORMAT 12 0400 EVALUATION PROCESS 14 APPENDICES: PAGE APPENDIX A RESPONSE CERTIFICATION, QUESTIONNAIRE AND AFFIDAVITS 17 APPENDIX B "NO BID" FORM 23 APPENDIX C MINIMUM REQUIREMENTS & SPECIFICATIONS 25 RFQ 2016-097-KB 2 ® MIAMI BEACH SECTION 0200 INSTRUCTIONS TO RESPONDENTS& GENERAL CONDITIONS 1. GENERAL. This Request for Qualifications (RFQ) is issued by the City of Miami Beach, Florida (the "City"), as the means for prospective Proposer to submit their qualifications, proposed scopes of work and cost Statement of Qualifications (the "proposal") to the City for the City's consideration as an option in achieving the required scope of services and requirements as noted herein. All documents released in connection with this solicitation, including all appendixes and addenda, whether included herein or released under separate cover, comprise the solicitation, and are complementary to one another and together establish the complete terms, conditions and obligations of the Proposer and, subsequently, the successful proposer(s) (the"contractor[s]") if this RFQ results in an award. The City utilizes PublicPurchase (www.publicourchase.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFQ. Any prospective proposer who has received this RFQ by any means other than through PublicPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE. At the direction of the Mayor and City Commission, the City is interested in pursuing the development of affordable or workforce housing projects throughout the City. Through this RFQ, the City is seeking proposals from firms experienced in providing consulting services to public agencies relating to public/private partnerships (hereinafter referred to as "P3") for workforce or affordable housing projects. The successful firm shall assist the City in identifying and creating opportunities in partnership with the private sector to develop workforce housing in municipal-led development projects including existing or new residential buildings and new mixed-use parking garages, as well as other options as available. In this endeavor, the selected firm shall act as the City's representative (solely at the City's discretion) in all phases of the P3 process. A non-exclusive listing of potential services the City is seeking pursuant to this RFQ is included in Attachment C. This RFQ shall seek the qualifications of interested firms who will be considered by the City in accordance with the criteria and terms set forth herein. The selected consultant, and its sub-consultants, shall be precluded from participating on any team for any workforce / affordable housing project for which the selected consultant has provided services to the City pursuant to any award resulting from this RFQ. 3.ANTICIPATED RFP TIMETABLE.The tentative schedule for this solicitation is as follows: RFP Issued MAY 16, 2016 Pre-Proposal Meeting MAY 25, 2016 at 10:00AM Deadline for Receipt of Questions JUNE 6, 2016 AT 5:00PM Responses Due JUNE 16, 2016 AT 3:00PM Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing TBD Negotiations Contract Negotiations Following Commission Approval RFQ 2016-097-KB 3 MIAMI BEACH 4. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact: Telephone: Email: KRISTY BADA 305-673-7490 KRISTYBADA• MIAMIBEACHFL.GOV Additionally, the City Clerk is to be copied on all communications via e-mail at: RafaelGranado na,miamibeachfl.gov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be received no later than ten (10)calendar days prior to the date proposals are due as scheduled in Section 0200-3. All responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City, a pre-proposal meeting or site visit(s) may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFP Timetable section above at the following address: City of Miami Beach Procurement Department Conference Room 1755 Meridian Avenue, 3b Floor Miami Beach, Florida 33139 Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow these steps: (1) Dial the TELEPHONE NUMBER: 1-888-270-9936 (Toll-free North America) (2) Enter the MEETING NUMBER: 5804578 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFQ expressing their intent to participate via telephone. 6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective Proposers are not binding on the City and will be without legal effect, including any information received at pre- submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda clarifications considered necessary by the City in response to questions. Only questions answered by written addenda will be binding and may supersede terms noted in this solicitation. Addendum will be released through PublicPurchase. Any prospective proposer who has received this RFQ by any means other than through PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this RFQ. Failure to receive an addendum may result in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFQ Timetable section. 7. CONE OF SILENCE. This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado @miamibeachfl.gov RFQ 2016-097-KB 4 G MIAMI BEACH 8. SPECIAL NOTICES. You are hereby advised that this solicitation is subject to the following ordinances/resolutions, which may be found on the City Of Miami Beach website: http://web.miamibeachfl.gov/procurement/scroll.aspx?id=23510 • CONE OF SILENCE CITY CODE SECTION 2-486 • PROTEST PROCEDURES CITY CODE SECTION 2-371 • DEBARMENT PROCEEDINGS CITY CODE SECTIONS 2-397 THROUGH 2-485.3 • LOBBYIST REGISTRATION AND DISCLOSURE OF FEES CITY CODE SECTIONS 2-481 THROUGH 2-406 • CAMPAIGN CONTRIBUTIONS BY VENDORS CITY CODE SECTION 2-487 • CAMPAIGN CONTRIBUTIONS BY LOBBYISTS ON PROCUREMENT ISSUES CITY CODE SECTION 2-488 • REQUIREMENT FOR CITY CONTRACTORS TO PROVIDE EQUAL BENEFITS FOR DOMESTIC PARTNERS CITY CODE SECTION 2-373 • LIVING WAGE REQUIREMENT CITY CODE SECTIONS 2-407 THROUGH 2-410 • LOCAL PREFERENCE FOR MIAMI BEACH-BASED VENDORS CITY CODE SECTION 2-372 • PREFERENCE FOR FLORIDA SMALL BUSINESSES OWNED AND CONTROLLED BY VETERANS AND TO STATE-CERTIFIED SERVICE- DISABLED VETERAN BUSINESS ENTERPRISES CITY CODE SECTION 2-374 • FALSE CLAIMS ORDINANCE CITY CODE SECTION 70-300 • ACCEPTANCE OF GIFTS,FAVORS&SERVICES CITY CODE SECTION 2-449 9. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 10. COMPLAINCE WITH THE CITY'S LOBBYIST LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. 11. DEBARMENT ORDINANCE: This RFQ is subject to, and all proposers are expected to be or become familiar with, the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 12. WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFQ is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 13. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000-23879, the Proposer shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Division with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. RFQ 2016-097-KB 5 MIAMI BEACH 14. AMERICAN WITH DISABILITIES ACT (ADA). Call 305-673-7490 to request material in accessible format; sign language interpreters (five (5) days in advance when possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at 305-673- 7000, Extension 2984. 15. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 16. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with eh proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2- 370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 17. INTENTIONALLY OMITTED. 18. VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFQ, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which are a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFQ or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. 19. DETERMINATION OF AWARD. The final ranking results of Step 1 & 2 outlined in Section 0400, Evaluation of Proposals, will be considered by the City Manager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2-369, including the following considerations: (1)The ability, capacity and skill of the Proposer to perform the contract. (2)Whether the Proposer can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation,judgment, experience and efficiency of the Proposer. (4)The quality of performance of previous contracts. (5)The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals. RFQ 2016-097-KB 6 ® MIAMI BEACH 20. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into,a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to; approved by the City; and executed by the parties. 21. POSTPONEMENT/CANCELLATION/ACCEPTANCE/REJECTION. The City may, at its sole and absolute discretion, reject any and all, or parts of any and all, responses; re-advertise this RFQ; postpone or cancel, at any time, this RFQ process; or waive any irregularities in this RFQ, or in any responses received as a result of this RFQ. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty(120) calendar days after proposal opening date. A proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening by delivering written notice of withdrawal to the Department of Procurement Management prior to award of the contract by the City Commission. 22. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 23. COSTS INCURRED BY PROPOSERS.All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense) of the Proposer, and shall not be reimbursed by the City. 24. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. 24. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet(MSDS)which may be obtained from the manufacturer. 25. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a proposer's history of citations and/or violations of environmental regulations in investigating a proposer's responsibility, and further reserves the right to declare a proposer not responsible if the history of violations warrant such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. RFQ 2016-097-KB 7 MIAMI BEACH 26.TAXES. The City of Miami Beach is exempt from all Federal Excise and State taxes. 27. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFQ. Failure to do so will be at the Proposer's risk and may result in the Proposal being non-responsive. 28. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 29. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device, or materials in any way involved in the work. 30. DEFAULT: Failure or refusal of the selected Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a response before such award is made and approved, may result in a claim for damages by the City and may be grounds for removing the Proposer from the City's vendor list. 31. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the services provided shall be provided by employees that are educated, trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where contractor is required to enter or go on to City of Miami Beach property to deliver materials or perform work or services as a result of any contract resulting from this solicitation, the contractor will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The contractor shall be liable for any damages or loss to the City occasioned by negligence of the Proposer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws. 32. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 33. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit(and cause hotel operator to prohibit) discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, and age or disability in the sale, lease, use or occupancy of the Hotel Project or any portion thereof. RFQ 2016-097-KB 8 ® MIAMI BEACH 34. DEMONSTRATION OF COMPETENCY. The city may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms "equipment and organization", as used herein shall, be construed to mean a fully equipped and well established company in line with the best business practices in the industry, and as determined by the City of Miami Beach. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience), in making an award that is in the best interest of the City. F. The City may require Proposer s to show proof that they have been designated as authorized representatives of a manufacturer or supplier, which is the actual source of supply. In these instances, the City may also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 35. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person, company or corporation, without the prior written consent of the City. 36. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 37. OPTIONAL CONTRACT USAGE. When the successful Proposer (s) is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 38. VOLUME OF WORK TO BE RECEIVED BY CONTRACTOR. It is the intent of the City to purchase the goods and services specifically listed in this solicitation from the contractor. However, the City reserves the right to purchase any goods or services awarded from state or other governmental contract, or on an as-needed basis through the City's spot market purchase provisions. 39. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation; then B. Addendum issued for this solicitation,with the latest Addendum taking precedence; then C. The solicitation; then D. The Proposer's proposal in response to the solicitation. RFQ 2016-097-KB 9 MIAMI BEACH 40. INDEMNIFICATION. The Proposer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the contractor or its employees, agents, servants, partners, principals or subcontractors. The contractor shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City, where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorney's fees which may be incurred thereon. The Proposer expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by the contractor shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement. 41. CONTRACT EXTENSION. The City reserves the right to require the Contractor to extend contract past the stated termination date for a period of up to 120 days in the event that a subsequent contract has not yet been awarded. Additional extensions past the 120 days may occur as needed by the City and as mutually agreed upon by the City and the contractor. 42. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Bid including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Contractor agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 43. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFQ (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 44. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. RFQ 2016-097-KB 10 ® MIAMI BEACH 45. MODIFICATION/WITHDRAWALS OF PROPOSALS. A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 47. EXCEPTIONS TO RFQ. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFQ, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFQ to which Proposer took exception to (as said term and/or condition was originally set forth on the RFQ). 48. ACCEPTANCE OF GIFTS,FAVORS, SERVICES. Proposers shall not offer any gratuities, favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 49. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFQ solicitation process. 50. ADDITIONAL SERVICES. Although this solicitation and resultant contract identifies specific goods, services or facilities ("items"), it is hereby agreed and understood that the City, through the approval of the Department and Procurement Directors (for additional items up to $50,000) or the City Manager (for additional items greater than $50,000), may require additional items to be added to the Contract which are required to complete the work. When additional items are required to be added to the Contract, awarded vendor(s), as applicable to the item being requested, under this contract may be invited to submit price quote(s) for these additional requirements. If these quote(s) are determined to be fair and reasonable, then the additional work will be awarded to the current contract vendor(s) that offers the lowest acceptable pricing. The additional items shall be added to this contract by through a Purchase Order(or Change Order if Purchase Order already exists). In some cases, the City may deem it necessary to add additional items through a formal amendment to the Contract, to be approved by the City Manager. The City may determine to obtain price quotes for the additional items from other vendors in the event that fair and reasonable pricing is not obtained from the current contract vendors, or for other reasons at the City's discretion. Balance of Page Intentionally Left Blank RFQ 2016-097-KB 11 ® MIAMI BEACH SECTION 0300 SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Statement of Qualifications (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals. Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, proposer name, proposer return address. Statement of Qualifications received electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LATE BIDS. Statement of Qualifications are to be received on or before the due date established herein for the receipt of Bids. Any Bid received after the deadline established for receipt of Statement of Qualifications will be considered late and not be accepted or will be returned to proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. STATEMENTS OF QUALIFICATIONS FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of Statement of Qualifications, it is strongly recommended that Statement of Qualifications be organized and tabbed in accordance with the sections and manner specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references. Electronic copies should also be tabbed and contain a table of contents with page references. Statement of Qualifications that do not include the required information will be deemed non-responsive and will not be considered. TAB`1 ' Cover Letter& Minimum Qualifications Requirements 1.1 Cover Letter and Table of Contents. The cover letter must indicate Proposer and Proposer Primary Contact for the purposes of this solicitation. 1.2 Response Certification, Questionnaire & Requirements Affidavit (Appendix A). Attach Appendix A fully completed and executed. 1.3 Minimum Qualifications Requirements. Submit verifiable information documenting compliance with the minimum qualifications requirements established in Appendix C, Minimum Requirements and Specifications. 1.4 Organizational Chart. Submit a detailed organizational chart including, at a minimum, Prime Proposer, Project Manager (whom shall be an employee of the Prime Proposer*), all sub-consultants to the Prime Proposer, and the key personnel of Prime Proposer and all sub-consultants. *Proposals that include a Project Manager that is employed by any firm other than the Prime Proposer will deemed non-responsive and will not be considered. TAB,2 Experience&Qualifications of the Prime Proposer(Firm) 2.1 Qualifications of Prime Proposer(Firm). Submit detailed information regarding the firm's history and relevant experience and proven track record of providing public sector agencies with P3 consulting services relating to affordable / workforce housing projects. For each project that the proposer submits as evidence of experience, the following is required: project description, agency name, agency contact, contact telephone & email, and year(s) and term of engagement. RFQ 2016-097-KB 12 ® MIAMI BEACH TAB 3 Experience &Qualifications of Sub-Consultants on Prime Proposer's Team (Firms) 3.1 Qualifications of Other Team Firms. The prime proposer may include sub-consultants on its team. For each sub-consultant, submit detailed information regarding the firm's history and relevant experience and proven track record of providing public sector agencies with P3 consulting services relating to affordable / workforce housing projects. For each project that the proposer submits as evidence of experience, the following is required: project description, agency name, agency contact, contact telephone&email, and year(s)and term of engagement. TAB 4 Experience and Qualifications of Key Personnel 4.1 Qualifications of Project Manager. Provide detailed information, including resume and project information documenting experience providing the services described herein to public sector agencies, for the individual identified in Tab 1, Sub-section 1.4, as the Project Manager. For each project, the following is required: project description, agency name, agency contact, contact telephone &email, and year(s) and term of engagement. 4.1 Qualifications of Other Key Personnel. Provide detailed information, including resume and project information documenting experience providing the services described herein to public sector agencies, for each individual identified in Tab 1, Sub-section 1.4, as the key personnel. For each project, the following is required: project description, agency name, agency contact, contact telephone &email, and year(s) and term of engagement. Note: After proposal submittal, the City reserves the right to require additional information from Proposer (or proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation history, regulatory action, or additional references); and financial capability (including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years). RFQ 2016-097-KB 13 MIAMI BEACH SECTION 0400 STATEMENTS OF QUALIFICATIONS EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the requirements set forth in the solicitation. If further information is desired, Proposals may be requested to make additional written submissions of a clarifying nature or oral presentations to the Evaluation Committee. The evaluation of Statement of Qualifications will proceed in a two- step process as noted below. It is important to note that the Evaluation Committee will score the qualitative portions of the Statement of Qualifications only. The Evaluation Committee does not make an award recommendation to the City Manager. The results of Step 1 & Step 2 Evaluations will be forwarded to the City Manager who will utilize the results to make a recommendation to the City Commission. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFP, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. 2. Step 1 Evaluation. The first step will consist of the qualitative criteria listed below to be considered by the Evaluation Committee. The second step will consist of quantitative criteria established below to be added to the Evaluation Committee results by the Department of Procurement Management. An Evaluation Committee, appointed by the City Manager, shall meet to evaluate each Statement of Qualifications in accordance with the qualifications criteria established below for Step 1, Qualitative Criteria. In doing so, the Evaluation Committee may review and score all proposals received, with or without conducting interview sessions. Qualifications of Prime Proposer(Firm) 30 Qualifications of Sub-Consultants(Firms) 20 Qualifications of Project Manager(Individuals) 30 Qualifications of Other Key Personnel(Individuals) 20 TOTAL AVAILABLE-STEP 1 POINTS 100 3. Step 2 Evaluation. Following the results of Step 1 Evaluation of qualitative criteria, the Proposer may receive additional quantitative criteria points to be added by the Department of Procurement Management to those points earned in Step 1, as follows. Step 2-Quantitative Criteria Maximum Points Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS 5 RFQ 2016-097-KB 14 MIAMI BEACH 5. Determination of Final Ranking. At the conclusion of the Evaluation Committee Step 1 scoring, Step 2 Points will be added to each evaluation committee member's scores by the Department of Procurement Management. Step 1 and 2 scores will be converted to rankings in accordance with the example below: Proposer Proposer Proposer A 'g C: Step 1 Points 82 76 80 Step 2 Points 22 15 12 Total 104 91 92 Committee I Member 1 Rank 11 r 3 I 2 Step 1 Points 79 85 72 Step 2 Points 22 15 12 r Committee! Total 101 100 84 Member 2 ; r Rank 1! l 2 3 Step 1 Points 80 74 66 Step 2 Points 22 15 12 Committee'•. Total 102 89 78 Member 2' Rank 1. ; — — —— 2 3 LOW Aggregate Score, 3 7 8 FinalrRanking* 1 2 3 * Final Ranking is presented to the City Manager for further due diligence and recommendation to the City Commission. Final Ranking does not constitute an award recommendation until such time as the City Manager has made his recommendation to the City Commission, which may be different than final ranking results. • RFQ 2016-097-KB 15 • APPENDIX A 41:1_ MIAM I BEACH Response Certification , Questionnaire & Requirements Affidavit RFQ NO . 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS ( P3) FOR WORKFORCE HOUSING INITIATIVE PROCUREMENT DIVISION 1700 Convention Center Drive Miami Beach, Florida 33139 RFQ 2016-097-KB 16 Solicitation No: Solicitation Title: 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3)FOR WORKFORCE HOUSING INITIATIVE Procurement Contact: Tel: Email: KRISTY BADA 305-673-7490 X6218 KRISTYBADA @MIAMBEACHFL.GOV STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE & REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: No of Years in Business: No of Years in Business Locally: OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS(HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals, client information,financial information,or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2016-097-KB 17 1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest.All Proposers must disclose,in their Proposal,the name(s)of any officer,director, agent,or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns,either directly or indirectly,an interest of ten(10%) percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non-performance by any public sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487.through 2-490 of the City Code.•Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics. Pursuant to City Resolution No.2000-23879,each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5)days upon receipt of request.The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.gov/procurement/. RFQ 2016-097-KB 18 7. Living Wage. Pursuant to Section 2-408 of the Miami Beach City Code, as same may be amended from time to time, Proposers shall be required to pay all employees who provide services pursuant to this Agreement,the hourly living wage rates listed below: • Commencing with City fiscal year 2012-13(October 1,2012),the hourly living rate will be$11.28/hr with health benefits,and$12.92/hr without benefits. The living wage rate and health care benefits rate may, by Resolution of the City Commission be indexed annually for inflation using the Consumer Price Index for all Urban Consumers(CPI-U)Miami/Ft.Lauderdale, issued by the U.S. Department of Labor's Bureau of Labor Statistics. Notwithstanding the preceding,no annual index shall exceed three percent(3%).The City may also,by resolution, elect not to index the living wage rate in any particular year, if it determines it would not be fiscally sound to implement same(in a particular year). Proposers'failure to comply with this provision shall be deemed a material breach under this proposal, under which the City may, at its sole option, immediately deem said Proposer as non-responsive, and may further subject Proposer to additional penalties and fines, as provided in the City's Living Wage Ordinance, as amended. Further information on the Living Wage requirement is available at www.miamibeachfl.gov/procurement/. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees to the living wage requirement. 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES NO B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES 1 NO C. Please check all benefits that apply to your answers above and list in the `other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at www.miamibeachfl.gov/procurementl. RFQ 2016-097-KB ,19 9. Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals,proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor, supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133, Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code, including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin,religion,sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall,any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Financial Capacity.At the request of the City,each proposer shall arrange for Dun&Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein. If the SQR is requested, proposal will not be considered without receipt,by the City,of the SQR directly from Dun&Bradstreet.The cost of the preparation of the SQR shall be the responsibility of the Proposer.The Proposer shall request the SQR report from D&B at: https://supplierportal.dnb.com/webagp/wcs/stores/servlet/SupplierPortal?storeld=11696 Proposals are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun & Bradstreet at 800-424-2495. The City may seek,and require the Proposer to submit,any additional information it deems necessary to evaluate Proposers financial capability,including(but not limited to)annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years and third-party data regarding financial capacity. 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. 1ZFQ 20)6-097-KB 20 _ DISCLOSUREAND DISCLAIMER SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation,or in making any award,or in failing or refusing to make any award pursuant to such Statement of Qualifications, or in cancelling awards, or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications,and may accept Statement of Qualifications which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders, partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials, shall be at the recipient's own risk. Proposals should rely exclusively on their own investigations,interpretations,and analyses.The solicitation is being provided by the City without any warranty or representation, express or implied, as to its content, its accuracy,or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors,omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law. All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all documents received by the City shall become public records. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications, and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability.arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. 1RFQ 2016-097-KB 21 PROPOSERCERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all attachments, exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: State of FLORIDA ) On this_day of ,20_,personally appeared before me who County of _ ) stated that (s)he is the of , a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Before me: Notary Public for the State of Florida My Commission Expires: RFQ 2016-097-KB 22 APPENDIX B MIAMIBEACH " No Bid " Form RFQ NO. 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS ( P3) FOR WORKFORCE HOUSING INITIATIVE PROCUREMENT DIVISION 1700 Convention Center Drive Miami Beach, Florida 33139 (Note It is important for those vendors who have received notification of :;this solicitation but have decided not to respond,to complete and submit the attached "Statement of No r The "Statement of No Bid" provides the City with information on 'how to improve the solicitation process: Failure to submit a "Statemennt�of N`o Bid" may result in not being notified of future solicitations by the City. RFQ 2016-097-KB 23 Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A STATEMENTS OF QUALIFICATIONS AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: _Workload does not allow us to proposal _Insufficient time to respond Specifications unclear or too restrictive _ Unable to meet specifications _Unable to meet service requirements Unable to meet insurance requirements _Do not offer this product/service _OTHER. (Please specify) We do_do not_want to be retained on your mailing list for future proposals of this type product and/or service. Signature: Title: Legal Company Name: Note: Failure to respond, either by submitting a proposal or this completed form, may result in your company being removed from our vendors list. PLEASE RETURN TO: CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT ATTN: KRISTY BADA STATEMENTS OF QUALIFICATIONS#2016-097-KB 1755 MERIDIAN AVENUE, 3RD FLOOR MIAMI BEACH, FL 33139 RFQ 2016-097-KB 24 APPENDIX C MIAMBEACH Minimum Requirements Specifications RFQ NO . 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS ( P3) FOR WORKFORCE HOUSING INITIATIVE PROCUREMENT DIVISION 1700 Convention Center Drive Miami Beach, Florida 33139 RFQ 2016-097-KB 25 C1. Minimum Eligibility Requirements. The Minimum Eligibility Requirements for this solicitation are listed below. Proposer shall submit, with its proposal, the required submittal(s) documenting compliance with each minimum requirement. Proposers that fail to include the required submittals with its proposal or fail to comply with minimum requirements shall be deemed non-responsive and shall not have its proposal considered. The City may ask questions of a clarifying nature relating to the minimum requirements. However, the Proposer may not modify the projects submitted as qualifying projects. 1. Prime Proposer shall have provided consulting services relating to Public-Private Partnerships to a minimum of three (3) public sector agencies within the last ten (10) years. Required Submittals: For each qualifying project, submit project name, project contact information (phone and email)and prime proposer's role in project. C2. Scope of Engagement. The following are example of potential projects where workforce / affordable housing may be considered: 1. Barclay Plaza: This 66-unit, three-story building located at 1940 Park Avenue, was originally acquired by MBCDC in 2007 with City Redevelopment Agency funds to create affordable housing. On May 6, 2015, the City Commission approved Resolution No. 2015- 29017 accepting the recommendation of the Neighborhood/Community Affairs Committee to issue a Request For Proposals to identify a public-private partnership to develop this site for workforce housing serving households earning 120 to 140%Area Median Income (AMI). 2. Joint development with City garages: The City is in the process of evaluating various potential garages throughout the City, particularly in intercept locations to interface with transit. These locations include: a. Collins/13th Street(Parking Lot 16) b. Washington/ 10th Street(Parking Lot 13) c. 2660 Collins Ave (Parking Lot 55) d. 930 Washington Avenue (Parking Lot 12) e. 830 W 42nd Street(Parking Lot 62) f. 1625 West Avenue (Parking Lot 23) g. 1671 West Avenue (Parking Lot 24) Pursuant to City Resolution approved on April 13, 2016, the Commission expressed a desire to include workforce housing in many of these locations. However, funding is limited for these projects and many may need to be developed as P3 projects. RFQ 2016-097-KB 26 3. Additional Projects: The desire for additional affordable and senior housing has also been expressed. Given declining HUD allocations, if these are to be pursued, P3 projects may be a viable method of delivery. C2. Anticipated Tasks.The anticipated tasks for any consulting services agreement resulting from this RFQ are as follows. The City reserves the right to negotiate tasks, as well as fees, with the selected Proposer(s). 1. Serve as the City's Primary advisor/Consultant Consultant will serve as the City's primary advisor/Consultant throughout each project working with multiple departments to achieve project goals. 2. P3/Developer Procurement Consultant will: a. Advise regarding a competitive process or best determined process such as RFP's, RFQ's or RFLI's (selected procurement method) to attract key participants to the project(s) and assist in the development of required procurement documents. b. Assist in the evaluation and selection of possible City partners both from a technical and financial perspective. c. Participate in negotiating terms with any selected project(s) team(s), including the legal, financial and technical aspects of the project as necessary. d. Respond to questions related to the project during the procurement process. e. Facilitate and provide the professional and technical expertise to lead key discussions regarding the project(s), including, but not limited to: community outreach, coordination of key participants, financing and contract negotiations. 3.The Consultant will be contracted for each individual project via Consultant Service Order (CSO). C3. Special Conditions. 1. Preclusion. The selected consultant, and its sub-consultants, shall be precluded from participating on any team for any workforce / affordable housing project for which the selected consultant has provided services to the City pursuant to any award resulting from this RFQ. 2. Sub-consultants. The Prime Proposer may include sub-consultants it deems relevant to the delivery of services contemplated herein. The City may, upon written approval of the City Manager, authorize other sub-consultants be added to the Prime Proposers agreement as required by the project. RFQ 2016-097-KB 27 ATTACHMENT C CONSULTANTS RESPONSE TO THE ( RFQ) f >V r/4 4 , , Y a ,-a % yh v■ 0 e & .i. k.Spv o RESPONSE TO REQUEST FOR QUALIFICATIONS Consulting Services for Public-Private Partnerships (P3 ) for Workforce/Affordable Housing Projects THE CITY OF MIAMI BEACH, FLORIDA Solicitation Number: RFQ 2016-097-KB Due: THURSDAY,JULY 6, 2016 AT 3:00 P.M. (CST) 6 July 2016 2553 Housley Road • Suite 100 • Annapolis, MD 21401 ♦410.267.6064 Ext. 114 THE CONCOURSE':: • group TAB 1 - COVER LETTER & MINIMUM QUALIFICATIONS REQUIREMENTS 1.1 COVER LETTER& TABLE OF CONTENTS 6 July 2016 The City Of Miami Beach Kristy Bada, Contracting Officer II Procurement Department 1700 Convention Center Drive, Miami Beach, FL 33139 RE : RFQ 2016-097-KB Dear Ms. Bada: The Mayor and City Commission,of Miami Beach is pursuing the development of affordable and workforce housing projects throughout the City of Miami Beach. To achieve this, the City is seeking proposals from firms experienced in providing consulting services relating to public/private partnerships (P3) for workforce and affordable housing projects. The City of Miami Beach utilizing Public-Private Partnerships (P3) will unlock the equity value trapped in land and other assets to contribute and participate in the development of seven surface parking lots and to renovate Barclay Plaza, a 66-unit, three-story building, into mixed use affordable and workforce housing. The City's overall vision of providing neighborhoods with affordable, safe and decent housing is a long-term goal that will require significant collaboration with City departments and agencies, community and neighborhood organizations, business partners, foundations, and others focusing on the goal of developing quality affordable and workforce housing throughout the City. The Concourse Group,winner of the 2016 MIT Small Business of the Year Award for developing the public private (P3) structure for MIT's $400 Million Campus expansion, is a nationally recognized consulting firm with a 15-year history of successful work on over 80 P3 assignments nationwide,including six P3 projects in Florida. Since inception in 2001,Concourse has consulted on private partnership assignments totaling over 9,000 housing units; 12 million square feet of office,retail,and mixed use parking garages,across 37 states.Concourse specializes in identifying and creating opportunities, and representing clients in all phases of the P3 process. Consulting Services For Public-Private Partnerships(P3) Page i For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • • Concourse comprised of development and finance professionals, includes the former Miami HUD Multifamily Program Center Director, and former Miami HUD Field Office Director. • Concourse has been the lead consultant on over 80 P3 projects nationwide including six P3 projects in Florida • Concourse serves as asset manager for 65,000 affordable and workforce units nationwide including units in Jacksonville, Key West, Pensacola, and Panama City, Florida • Concourse is familiar with the sites identified by the City of Miami Beach for development and the challenges of development in South Florida • Concourse developed several P3 projects located on surface parking sites for the FBI as it relates to P3 projects • Concourse will open a satellite office at 350 Lincoln Road, Miami Beach 33139, to serve as its project office, upon award of this assignment We are a boutique firm, with significant experience in the P3 space. Concourse takes a different approach,we roll—up our sleeves,noodle the project,form collaborations and from the most to the least experienced work on the project. Our clients get the real day to day benefit of an experienced team, not just resumes. We combine talented backgrounds, with deep knowledge, energy, and drive, to break down the barriers to success, and together, we help our clients achieve the unachievable Concourse has served as the lead P3 development advisor for over 9,000 affordable and workforce housing units nationwide Concourse was awarded and we are asset managers for over 65,000 units nationwide MIT's prestigious Small including 3,000 units in Jacksonville, Key West, Pensacola, and business of the year award Panama City, Florida. Concourse's current noteworthy P3 for its consulting work on projects include the $1.5 Billion project, "Broadway" a mixed- financing P3 alternative use project between the US Navy, a Private Developer and the for a $400 Million dollar City of San Diego; seven affordable and workforce housing campus expansion. projects in Alexandria, Virginia, totaling, when completed, over $500 Million in project value: the development of 124 affordable units in Silver Spring, Maryland with a project value of $35 '"`�"`°'''""""` Million; and the renovation of 440 units in Vicksburg, L F y 1 siez- Mississippi with a project value of over$36 Million. =. Concourse currently serves as development and finance advisor for multiple Housing authorities,many of whom are using the P3 model. Additionally, our team has created, submitted and received 19 RAD CHAP awards; underwritten, developed and structured, comprehensive financing plans that include LIHTC's, revenue bonds, grants, and HUD financing; Consulting Services For Public-Private Partnerships(P3) Page ii For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • Perhaps most importantly, we have financed and developed affordable and workforce housing, both for our own accounts and as consultants - we know first-hand the challenges inherent to affordable and workforce housing finance and development. Concourse has a long history of working in public private partnerships and understands affordable and workforce housing from all perspectives. We hope to support the City of Miami Beach on this important assignment. Concourse hereby acknowledges Addendums 1, 2, 3, and 4. Sincerely, C.. i iv 44 Date: 07/06/16 Thomas Shea, Principal Authorized Representative 410.267.6064 Ext 114 tshea @theconcoursegroup.com L—Date: 07/06/16 i o B. ton, Director of Affordable Housing utho zed Representative 410.267.6064 Ext 118 jbenton @theconcoursegroup.com Consulting Services For Public-Private Partnerships(P3) Page iii For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • Table of Contents TAB 1 -Cover Letter&Minimum Qualifications Requirements 1.1 Cover Letter&Table of Contents 1.2 Response Certification,Questionnaire&Requirements Affidavit(Appendix A) 1 1.3 Minimum Qualifications Requirements 1 1.4 Organizational Chart 6 TAB 2-Experience&Qualifications of the Prime Proposer(Firm) 11 2.1 Qualifications of Prime Proposer(Firm) 11 Performance within last 10 years 30 TAB 3-Experience&Qualifications of Sub-Consultants on Prime Proposer's Team(Firms) 44 3.1 Qualifications of Other Team Firms 44 TAB 4-Experience and Qualifications of Key Personnel 45 4.1 Qualifications of Project Manager 45 4.2 Qualifications of Other Key Personnel 49 TAB 5-Attachment 1 -Appendix A 77 Consulting Services For Public-Private Partnerships(P3) Page iv For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group 1.2 RESPONSE CERTIFICATION, QUESTIONNAIRE & REQUIREMENTS AFFIDAVIT (APPENDIX A) Appendix A is provided in Attachment 1. Per the requirements of Appendix A, Concourse will adopt the City of Miami Beach's code of ethics as it implements its work on this assignment. 1.3 MINIMUM QUALIFICATIONS REQUIREMENTS The Concourse Group is a nationally recognized consulting firm that has a 15-year history of successful work on over 80 P3 assignments nationwide including six P3 projects in Florida. We are experienced in providing real estate, development, financial, and transaction support to our clients on Public Private Partnership projects. Since its inception in 2001,Concourse has consulted on over 80 public private partnership assignments totaling over 9,000 housing units; 12 million square feet of office, retail, parking garage and mixed use space, across 37 states. Concourse's core business is providing P3 advisory services to housing authorities, cities, and the federal government. For its clients, Concourse typically creates, structures and manages the P3 program, develops the concept for each project, determines financial feasibility, drafts P3 RFQ'S and RFPs, markets the project to developers, creates the RFP Technical Evaluation Plan (TEP), reviews developer RFP responses, makes recommendation to its clients, executes the financial closing, and manages the development of the individual projects. Our consulting efforts have contributed to P3 projects that have raised or saved millions of dollars for our clients, revitalized entire neighborhoods, replaced infrastructure, increased the tax base, generated revenue, and created well-paying local jobs. We assist our clients by a. Determining the feasibility of a P3 program by researching opportunities and obstacles b. Advising regarding a competitive process and assisting in the development of required documents c. Evaluating the financial and development markets and selection of possible City Partners for the P3 projects d. Participating in negotiating terms with the selected project teams on legal, technical and financial aspects of the project e. Facilitating and providing expertise in key discussions and communications regarding the project f. Providing financial consulting to reach financial closing g. Managing the development Concourse provides the leadership and management oversight at both the program and project level. In this role, Concourse has created P3 program management plans, and project work plans; identified new opportunities;conducted site analysis and due diligence,created feasibility studies, drafted RFQ and RFP solicitations;marketed the projects to private sector developers and lenders; and performed a detailed review of the solicitation responses. Following award of the P3 project Consulting Services For Public-Private Partnerships(P3) Page 1 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group to a developer, Concourse negotiates the transaction documents and coordinates the closing. A partial list of Concourse services is provided below: • Analysis of Client's Assets and Needs • Review of Legislative Authorities for P3 • Analysis of Current Capital Market Conditions • Development/ Prioritization of P3 Opportunities list • Development of Financial Models • Deliver Financing Recommendations • Preparation/Support for Rating Agencies Presentations • Debt RFP Creation • Debt Proposal Evaluation • Bond Insurance/Credit Enhancement Analysis • Transaction Document Creation/Review • Facilitate Dialogue with the City, Community and Stakeholders, HUD • Transaction Closing Support Concourse's references for P3 consulting services within the last ten(10)years are provided below with contact information. This is followed by a comprehensive list of Concourse's P3 projects. Project Name Contact Person Phone& Email Role in Project 1 Alexandria Connie 703.549.7115 ext. 164 Development Redevelopment& Staudinger, Consultant(P3) Housing Authority cstaudinger @arha.us Structure Chief Operating Workforce Housing Officer Consultant Affordable/ 2 The Housing Joseph Sarrica, 915.849.3610 Development Authority of the Manager Consultant(P3) City of El Paso jsamca @hacep.org Structure (HACEP) Affordable/ Workforce Housing Consultant 3 The Housing Hyunsuk Choi, 240.627.9762 Development Opportunities Consultant(P3) Commission Sr. Financial wilson.choi @hocmc.org Structure (HOC)of Analyst Montgomery Affordable/ County Workforce Housing Consultant Consulting Services For Public-Private Partnerships(P3) Page 2 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part Pr any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • 4 Il sach ues � ecFe l] 781.981.8485 )evelopment IItitute of �MeGl1,Seni r Consultant(P3) 3)n Tecology- program gretchen.mcgill @llmit.edu sthicture Lincoln U51 onager; (NULL) 5 The Vicksburg l:en 601.953.5700 e ent _ _ ousing uthon ashington, onsultant(P3) ■ xecutive bwashington @vcksburg a tructure `IDirector org 6 The City of West IMl k]White 15G1.822J ! [Financial-'. PTiBeach mdwFute@wpb.gov' 1 Organization J Consultat j fiA-Moire AOrrsing. is : it 1'or. . . e Concourse P3 projects, Master List Project Type Location Project Use Lead Role ' 2 . . ib1i Pnvate Partnership(P3 Palm Bay,FL _ Concourse. L 4 c Pnvate11 731 gton,CT Use; Concourse 6 ' piblIPnvate aria ip(P3)i a,Pll l ixees Use Concourse Use Conco ' 8 I jPublic Private Partnership(P3 art�port NY ( Use Concourse l�be Prvate p PPartnershi3) xville,IA IAIIIIIIIIIIIIIIIIIIIIIIIMse Concourse — 10 I Public Private Partnership(P3) Bath,NY Commercial/MiedUse Concourse tic Private Partnership(P3) EI Paso County,CO Commercial/ d-Use Concourse 12 public Private Partnership(P3) .iverside,CA Commercial/Mixed Use Concourse i IicPnvateartnership(P3) �lt Lae C_ity,VIA Commercial/Vixed she DV jPublic Private Partnership(PA 'Riverside,CA, Commercial/Mixed Use; urse e 16 I public Private Partnership(PO o i Ik,VA I se u� ,. lc • vate'artners ip- .. ,1.os •, a irri ,l vital Consulting Services For Public-Private Partnerships(P3) Page 3 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • Project"I)pe location Project Use lead Role I c ' vate 'artners� p ' ', eston, ommerc . • -. Ise- oncourse County,CA :. 22 Pudic P-rt`vate Partners-hi , p rt'acama,WA Concourse 123 Public Private Partnership Ci , L mercia1/Mired 24 Public Private Partnership(P3 Colorado Springs,CO; Coamiercialt Mixed Usei Concourse nr Public Private Partnership(P3 orado Spring inn ercial/Mixed U 26 Public Private Partnership(P3)1 Spokane,WA Commercial/Mixed_Use recourse' 271111117 va a Partnership(P3). Marietta G aira:,m mom t its) oncourse 28 Public Private P artnership(P3); Michigan,IN . -- -- -- ', :�Ommercial./Mixed Usel Concourse 29 1 - r ip(P711111191111.111.11 mmercia I MixUToncorse 30 Public Private-Partnership(P3) Arnold,'N Commercial/Mixed Use Concourse F31 Public ; allEAM 32 Public Private Partnership 3 Anne Arundel Coun ' affMixed_Jse P(P� tY� Concourse MD ilk Public Private P (P3) thintsvildillimmettliMPOPPIRIPMEfflerset .' ! 34 Public Private Partnership(P3) Bellemont,AZ lCommercialalixed Use Concourse 35 r 3 j l - ix edU a Uoricouise_ 36 public Private Partnership(P3 ; Wrdeen,MD ! (Commercial/Mixed Use Concourse 511111111 -- COIICOurse�j •38 Public Private Partnership(P3) Abilene,TX oaring Concourse - Fnvate 111 PM Co 40 Public Private Partnership(P3) Pyeongtaeh Korea] 1 Ions ing Concourse ,..1.11111=Paq1111ftiligLmWA_ curse_ 42 Public Private Partnership(P3 Tacksonville,AR Concourse Minkiblic Private POWINMIllitc,CA rse. 44 Public Private Partnership(P3) NdHbllc,VA ousm Concourse 4541Wblic Priva 46 Public Private err FL ousm Concourse 481 Public Private-Partnershjj(P3 " venworth County; !Housing concourse -.is/Indiana Concourse S1I P lic-Private Partnership(P3) i1verdale,WA Housm Concourse - is Private P pr(P3)J 52 Public Private Partnership(P3); fo-rd,MA; IfIousing , Concourse 54; ubhcPnvate Partnership( 3O ( locations nH ousin Pcmcourse England Consulting Services For Public-Private Partnerships(P3) Page 4 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • Project I■pc Location Project Use Lead Role • rc 'rivate Partners up_ 3 1 dos 56 Public Private Partnership(P3) Pulasld County,MG ' ousmg Concourse Public Private Partnership p3m County of Honolulu- H groncolirge LL 58 Public Private Partnership(P3) l Paso County,Texas ■ Housing Concourse s . Public Private Partnershi 3- Couri of Honolulu HI' Housin . oncourse PR') ty g �..mm, 60 Public Private Partnership(P3 , Pendleton,CA, Housing ' Concourse riantico,VA. itublic Private artners ip(PI lousing , onco i= 62 public Private Partnership(P3) Jicka n,HI dousing I poncourie j iiblic nPa'rtners = 1 &1 'Public Private Partnership-TO klyn,NY i Wising- 1 Concourse 66 PubTrc Pnvate Partners 3Y,, rggie,-N1C4-, ousm I Concourse -PnbhcPnvatePartnersf i 3r a o� .. 88 public PnvateParhnership(gP3j WA Io sinj Con I blicPrivate Partnershi jus Christi,TX' 3. Housing:: _ Concourse] 72' .IbhcPnvate Partn-ers iip(P3 Iouston County,-GK gousmg CCloncoiuse . ; PbhaPrivate Partnership(P3 i Torfo lk,VA ---- Co-thiftercialii L d1Jae) Concourse 41 l —I , I ':rte; [NI lic Private-Parinersbi 3 e CA Concourse] L____, - -_ g°, __ _ 78!! Gcnvate Partnership(P3) Forest Park,GA mm a l7:1Si Tsi ICAmcourse [PPblic Private Partnifshrpi(P3 ' iilla,PR n�E ergy(5� ■ I C013COUrSei j '^ 0e Private Partnership 11. w,,.. .'.• ,ri he n Consulting Services For Public-Private Partnerships(P3) Page 5 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. IL THE CONCOURSE':: • group 1.4 ORGANIZATIONAL CHART The Concourse Group is the Prime for this contract. John Benton Experience We are not utilizing any subcontractors for this engagement. John Benton, Concourse's Director of Concourse's John Benton was Affordable Housing will be leading this assignment. formerly the Director, HUD Multifamily Program Center (US Mr. Benton was formerly the Director of HUD Housing and Urban Development), Multifamily Program Center (US Housing and Urban Miami,Florida. John was also the Development), Miami,Florida,where he directed multi- VP of PNC Bank and Lehman functional and cross-collaborative major project teams Housing Capital. with significant financial, and community impact. He oversaw asset management activities and collaborated daily with PHA's, GSE's, Lenders, Local Government, HUD Development and HUD Stakeholders. Mr. Benton has deep development and finance experience including significant LIHTC work at Lehman Housing Capital and PNC Bank.. Mr. Benton will be supported by a team that includes Armando Fana, Dan Hertz, and Jack Reutemann. • Concourse's Armando Fana has 10 years of Armando Fana Experience experience at HUD as the Miami Field Office Director and will support John Benton in this Concourse's Armando Fana assignment. Armando's experience includes served as the Miami Field Office management and oversight responsibility for federal, Director of HUD for 10 years. state and local housing and community development Armando was responsible for the management of federally funded funding and programs in Florida. He was also economic development, housing responsible for the management of federally funded and workforce development economic development, housing and workforce programs in South Florida. development programs in South Florida and had oversight responsibility for U.S. Department of Housing and Urban Development(HUD)programs within the 10 southern counties of Florida. • Dan Hertz has more than 30 years of experience in development and financing affordable multi-family housing developments, development planning, and directing public-private real estate programs from Request for Proposal issuance and developer/partner selection through development agreement and sales contract or ground lease negotiation. He has overseen the public sector selection process for private developer partners for more than twenty public- private partnerships and public property dispositions. • Jack Reutemann is a Senior Multi-Family / Affordable / Mixed Use Project Executive experienced in Development and Acquisitions, Construction, Management, Project Finance Consulting Services For Public-Private Partnerships(P3) Page 6 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group and Operations.Jack,with a background in both accounting and civil engineering,has directed the development of over 3,000 multifamily/affordable/mixed use units and possesses extensive experience in affordable housing. He has acquired and/or financed over $1.5 billion of properties. The Richmond The [lousing Opportunities Redo elopment and The North little Rock Commission (1IOC') of I lousing Authority engaged I lousing Authority has Montgomery County - Maryland recently engaged Concourse under a four- engaged Concourse under a year contract to perform Iiv c-\car contract to Concourse as its financial the Iolluw inc: and development advisor provide: for a four-year term to • RFP I:valnation Financial Consulting support: Responses • Deg elopment • Financial Strategies Consulting • • P3 Real [state • t3enchmarking Sery ices • Pro.ati/ation (P3) • Development Activities • \fixed-income • Selection Process and Support multifamily Tech Assistance for • ProProgram Ievelopment Developers The FlousinL, Authority of The Cincinnati Alexandria Rede elopment the City of II Paso, the 14'1' Metropolitan I lousing I lousing :Authority recently largest housing authority in Authority selected engaged Concourse as its the US, engaged the Concourse to manage the financial and development Concourse team under a process of recIe eloping its adv isor for a five-vear term liv e-year contract to housing portfolio under to support: perform the following: I lulls RAD program: • RFP aluation • Financial Consulting • RAD Consulting (P3) Responses • Development • Financial Consulting • Selection Process and Consulting • 1)e\elopment Tech Assistance for • Privati/ation (P3) Consulting developers Negotiation Support • Negotiation Support • Financial Ad\i;enient Consulting Services For Public-Private Partnerships(P3) Page 7 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not he duplicated.used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • Organization Structure The City of Miami Beach John Benton Affordable Housing Project Manager Andrea Elison Tom Shea Dan Hertz Laurie Roberts Armando Fana Finance/P3 Development Development P-3 Asset Specialist Finance/P3 Finance/P3/ HUD Specialist Management Kate Lanigan John Pulito Clarence Watson Jk Rt Chris Haley Sr.LIHTC Jack euemann Housing Underwriter Bond Finance i P3 Development P-3 Asset Economist/P3 Managment Anal st Jonathan Rutman Financial Analyst Names and Years' of Experience of Key Personnel Name Experience/Qualifications 20+years of affordable and workforce housing finance and development experience. Versed in LIHTC development and finance. Served as Director, HUD Multifamily Program Center-Miami(US Housing and Urban Development).Directed high impact cross-collaborative agency and P3 project teams. Leads Concourse's Affordable and JOHN BENTON Workforce housing development and finance team efforts, including: Housing Opportunities Commission (HOC), City of Vicksburg (VHA), Alexandria Redevelopment and Housing Authority (ARHA); Co-Created US Navy finance and development protocol for Workforce Housing (Key West). Board Certified Commercial Appraiser and Broker (Inactive), Bachelor of Arts in P olitical Science and Economics, University of Maryland. [23 years o tc private partners' ' an' estate experience;expert in ANDREA j valuuattton, planning, and financial modeling. Supported Over 'I p s is priv= partnership projects ,Wdroncouiseswork with the Housing Authority o e — — of El Paso's portfolio RAD convers Masters degree in Urban Planning from th Consulting Services For Public-Private Partnerships(P3) Page 8 For Workforce/Affordable Housing Projects RFP0: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. 1 THE CONCOURSE'::g r o u p • University of Illinois; Bachelor of Science degree in Business Administration from the University of Notre Dame.t 25 years oPIRWIIIIIIPMIIIII111111111111111rorce housing, and public private partnership experience. Co-founder of Concourse. Managed Concourse's role for housing authority assignments for El Paso,'TX,Alexandria,-VA,and Montgomery' THOMAS County,MD and coordinated the RFPprocess and work.for over 1( SHEA LIHTC projects for the Department of Veterans°Affairs-and local developers. Supported over 60 P3,affordable,and worlcforcehousingprojects.Masters degree in j Horsity. jimmi NY years of real estate experience. Instrumental in procuring secured financing for 1,500 aff rirdabl.e multifamily ownership units.- Served raison between state: fiouseng finance agency and bond underwriters.ObtainedUSDeparhnent of ousm DAN HERTZ and Ulan l3eveIopment Section 8 commitments for 1,1E1 identiaT—amts.Bachelo degree in.Mocha ical engineering from Cornell University,piaster-edegree in Real, Estate and Urban Development Planning from American University. 10+ s of affordable and worklINIMINIF expert 011111.1111111c, administrative, development and government initiatives. Served as the Field Office ARMANDO Director for HUD 0-lousing and Urban Development) Miami. Versed in CBDG, FANA community development and HUD grant and finance program's.Bachelors of Science in Business Management, from Universes_of Phoenix and Associate Degree in InInternational Businelanagekt,Browarunity College , i 25 years of experience increasing asset value and managing operations for Glass i LAURIE g and C multif�y housing portfolios for owner-operated-and fee management companies Project development and negotiation la-di-of-1 tNavyj $3 Billion[P3, ROBERTS j t`Brodw�a3 `4ii San-Diego.!Bachelor of Science from University o -e an and Finance,Accounting,Leadership Coursework from Providence College ® economist, is— .opee ed� stical models tip ve real world housing and community problems, assists FHA's and privatd coin anies to optimize decisions b evaluatin quantifiable-and JOHN PULITO — — P --Y g quaIitahv_ costs and benefits of alternative real life scenarios.Masters-Degree in Economics from George Mason University(Cum Laude;fully funded graduate feller and Bachelors Degree 1Business Administration from Duquesne University(Magna Cum Laude). 15 years of experience in multifamily LIHTC (4% and 9%), underwriting, asset KATE ' mana g ement(& -&euq i t Y),construction and project management.MBA, ' ss; LANIGAN Administration min niversity of Baltimore, Baltimore, MD and BS, Botany, Universe o Maand,College-Park,MD PIIPMFOPPOLFIRIMOIRMIMINPWWWIMPOSW_I____,xad CLAREN efforts for public company structuring General Obligafton Bonds, and-ci die WATSON tihancements. D eveloped briefings on revenue bonds, credit enhancements and edit agenncy ratings--; Bachelor ofBusmess Administration;Finance#from Howard i niversity,Washing on D. . t Consulting Services For Public-Private Partnerships(P3) Page 9 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • 15 years of experience in Development and Acquisitions,Construction,ll an Bement Project Finance and-Operations.'_13,1 -.-1W- development of over -3;ooq JACK multifamilyre rda-ble ed use units and :possesses extensive experience in( I2EUTEMANN affordablehousmg Acqui ed and/or financed over$13 billion of properties.MBAf Finance&-Accounting f=rom University OfChicago,BS TCivil Engineermg&BA 7 gconoics f Om University (cum lauds iU Certified Public; Accountant,District ofColunibia • *` 'a "' 16 yellillMnforce Military HOUTIIMPTelopment and Privatizatio xperience. CHRIS HA EY Negotiated Forest City-Hunt Companies $2 Billion merger of affordable housing / workforce portfolio. Project development and negotiation co lead on US Navy $1.3 Billion,P3,"Broadway". Bachelor of Science in Finance from Salisbury University. .1.-0 years of reeal estate experience providing strategic&veTopment advisory services; J ONATHAN. 'pia-Wing performing complex financial transact din analyses,and asset management RUTMAN Co-Created-and-Developed finance dveelopment!protocol for WO orcc Housing in Key West Master of Science in Real Estate,-Concentration in Finance en3TestmentTrom Schack Institute of Real Estate,New orkand Bachelor pf A from Western State Colorado University,Colorado Consulting Services For Public-Private Partnerships(P3) Page 10 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. 1 THE CONCOURSE':: group TAB 2 - EXPERIENCE & QUALIFICATIONS OF THE PRIME PROPOSER (FIRM) 2.1 QUALIFICATIONS OF PRIME PROPOSER(FIRM) The Concourse Group, LLC (Concourse) founded in 2001, with offices in Washington, DC and Annapolis, Maryland, winner of the prestigious 2016 MIT Small Business of the Year Award, is a nationally recognized consulting firm focusing on public private partnerships (P3), providing development, finance, planning, real estate consulting and advisory support to the public and private sector. Concourse Concourse Project Map brings the weight of 4 experience, timely '�,k„e, * \___ completion of projects, and ur 11191111T vr till° * lfr high quality results to our Q so 46 * *'*a clients. WI PA w Since inception, Concourse '" *** „o `*j has worked in 37 states, * 1 * igllr'Y sic lit including Hawaii and �** ** O1 ""* " '* �e Puerto Rico on projects * ** valued at more than $10 - *3 billion for public and 3 • * ,� private entities. Our * Q * �*' services include: Public- "..�� °.� i- -1� Private Partnerships (P3), '� *Cancans"°F" *Cancan.Ma Development Planning, Q Business Case Development and Analysis, Financial Strategies, Capital Budgeting, RFP/RFQ Procurement, Portfolio Asset Management, Economic Analysis, and Real Estate development and financing. Our P3 consulting assignments include developments that total over 9,000 housing units, and several million square feet of office, retail,parking garages and mixed-use space across 37 states. Additionally, Concourse asset manages over 65,000 affordable units nationwide including 3,000 privatized family housing units in Florida. Of note, for the United States Navy, Concourse recently created a redevelopment and financing plan for 166 to be constructed and renovated units of affordable and workforce housing, located in Key West, Florida, utilizing the P3 model. Consulting Services For Public-Private Partnerships(P3) Page 11 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group 3. r C C C G C �� r te - . - -- `, n , , i . u 3 ":- - , , p' j_ --- �.1. _ Concourse served as the P3 advisor for Redstone Gateway, state of the art office and mixed-use P3 being developed as a joint venture lead by Corporate Office Properties Trust(NYSE: OFC) in partnership with the U.S. Army and Redstone Arsenal. The 468-acre, $1 billion, master-planned P3 project which will ultimately contain 4.6 million square feet of space, is being built in three phases. Three office buildings, consisting of 363,000 SF, for Boeing have been developed along with a 150 room hotel. Retail is planned for phase two—currently in the design process. 0 i , _ -;, -16 8 6�y�i► raj ' �= _ , I `A ii Tai 441111111r111 - 1F Ilk -- ., ,f4g11' ....2.4160 ihroji ___.__ : ‘ -4, : t ;1/' 6---- 1:.'".- - / Consulting Services For Public-Private Partnerships(P3) Page 12 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • Concourse was the lead P3 advisor for a $28 million, 74 units affordable , 4,<-1.... housing P3 in Newington, Ct. for the Office of Asset and Enterprise �' 0 Management (OAEM), a division of the Department of Veterans Affairs. - The VA engaged Concourse to , , ,,L.—provide a full range of P3 ,, rI��' J ) development and transaction services `" r and provide technical, financial and .. '' legal assistance and support to enable '' the VA and its P3 developer to deliver the P3 project at Newington. Concourse is the Development consultant and Financial AdiaL f_ , Advisor for the Alexandria Redevelopment Housing Authority (ARHA) to assist in the redevelopment of seven (7) of its sites with redevelopment potential estimated to exceed $500M. Concourse planning work APJ-IA for the assignment included advising sponsors in crafting MIIIIIEERIMIE financial strategies,providing acquisition and divestment strategies, providing advice relating to real estate financing, including public and private financing (short- term), and financial management and asset management (long term) and providing economic analysis of mixed-income, multifamily residential transactions and defining contractual frameworks and risk allocation schemes for the closing of complex real estate transactions in a public-private partnership arrangement. Concourse is the Development consultant and Financial Advisor for the Alexandria Redevelopment Housing Authority(ARHA)to assist in the redevelopment of seven(7)of its sites with redevelopment potential estimated to exceed $500M. Concourse planning work for the assignment included advising sponsors in crafting financial strategies, providing acquisition and divestment strategies, providing advice relating to real estate financing, including public and private financing (short-term), and financial management and asset management(long term) and providing economic analysis of mixed-income, multifamily residential transactions and defining contractual frameworks and risk allocation schemes for the closing of complex real estate transactions in a public-private partnership arrangement. Consulting Services For Public-Private Partnerships(P3) Page 13 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. i f THE CONCOURSE':: group • Concourse has supported the i4' F " ` g? � FBI's P3 program since 2010 .--' –. - conducting hundreds of assignments. Concourse : supported an FBI P3 build-to- .t i ,• suit development for a• =`llllj' 166,000 square foot facility at � ! � ��,:�'�.��.t�1RfAUcf 166, - ' . _ �11 I ! HMI ' ;AflON 5425 West Amelia Earhart ''�" Drive. The P3 was complete ,7 for FBI occupancy in 2012 " "` — with a budget of$75 million. r Concourse served as the FBI's P3 advisor for a five- - year period. Concourse is engaged by HOC as a P3 development and financing consultant for a site at 900,Thayer Avenue at Downtown Silver Spring, Maryland. Concourse performed the required due diligence for site acquisition, assembled the developed team and is currently working on the predevelopment and financing process. The HOC's 117,920 Gross Square Foot development will deliver 124 affordable and workforce residential units and 5,550 Square Feet of retail space, situated on top of a two level parking garage, and located in the Silver Spring urban core. � ,,', g.. .., _ " , �� --S r F MI NUM ®i ®,® . / fpi,, , FT 6 a :. ._ r . 1 alts i ;1111 Mr FF - 1!!�� _•, • Y�� 1.Gs4G ��� pF . _ -- -- - t -__:_-----z,-.2.40 _ _ , Consulting Services For Public-Private Partnerships(P3) Page 14 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. i THE CONCOURSE':: • group Concourse was the P3 advisor for Falcon Hill Aerospace Research Park that allows for Utah to realize long-term economic development 4%% and high paying aerospace related jobs. Et is an innovative public private partnership between the U.S. �� ♦ t Air Force. , The full development plan calls for eight million square- n , feet of development including office, T flex space, research, retail space and •-----10"- ,' lodging facilities. . Phase one has commenced and recent construction - includes 152,000 square foot office ' µ building that was completed for Northrop Grumman and a 35,000- N square-foot security forces squadron t building. Concourse assessed the Z strengths and weaknesses of each 44, ak & ' •frww development proposal, participated 414.1 in the review of the offerors' oral .__• - � presentations, conducted deal team meetings to recommend a highest M f ranking offeror, reviewed the project !fj _.__ � MI and developer financials, and Imo- _ supported the US Air Force through -- 1� the approval process. • Concourse draws on the strengths of each of its staff members who possess in-depth John Benton Experience experience in program management, financial analysis, Director,HUD Multifamily economics, project planning, scheduling, and public Program Center,Miami,Florida of sector consulting. John Benton, a Senior Member of the Instrumental in renovation 1,,00000 0 L LI tal IHTC units in South. Concourse Team will direct and manage the assignment. Florida. Benton has both finance and development experience in Oversaw 300+Property affordable and workforce housing in South Florida. As portfolio, totaling 33,000+ Director, HUD Miami Multifamily Program Center(US an and d insured LIHTC,subsidized units Housing and Urban Development) Benton managed Daily collaboration with GSE's. multi-functional, cross-collaborative public private PHA's, CRA's, Lenders, Local project teams, with the direct result of significant and State government. financial, and community impact for the multi- jurisdictional 300+portfolio of LIHTC, subsidized and insured properties. Consulting Services For Public-Private Partnerships(P3) Page 15 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part fir any purpose other than to evaluate this proposal. THE CONCOURSE':: • group Before starting our public sector practice, Concourse worked exclusively for private sector developers, our principals and staffs have actual hands-on development experience providing us with unique insight into the requirements for a successful project and detailed understanding of how to move a project from concept to completion. Once we started our public sector practice, we found that our private sector experience provided us with a strong practical basis on which to approach each of our engagements on behalf of our public sector clients. Concourse is experienced at developing strategies to leverage complementary investments by government/public partnerships and other entities to advance our clients' mission. Public Private Partnerships P3s, in which we have served as consultants, have been awarded various types of federal and state tax credits and grants. Additionally,most of our affordable housing projects have been successful in procuring both 4%and 9% Low Income Housing Tax Credits (LIHTC). Concourse is currently the primary advisor, consultant and teaming partner for the Public Private Partnership (P3) projects for numerous public sector clients including — Vicksburg Housing Authority (VHA), Alexandria Redevelopment and Housing Authority (ARHA), The Cincinnati Metropolitan Housing Authority (CMHA), The Housing Authority of the City of El Paso (HACEP), The City of West Palm Beach, The Richmond Redevelopment Housing Authority and the Housing Opportunities Commission (HOC) of Montgomery County, Maryland, and the US Navy Military Housing P3 portfolio. iriscr—Fr-F r wassail Itlill l FrT G it Ifi g ; s._ t mg it in dt it Of note,the Housing Opportunities Commission(HOC)of Montgomery County recently engaged Concourse to provide P-3 finance and development consulting on their newest project a 117,920 Gross Square Foot development consisting of 124 affordable and workforce residential units and ; 5,550 Square Feet of retail space, situated on top of a two level parking garage,and located in the Silver Spring urban core. Consulting Services For Public-Private Partnerships(P3) Page 16 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group Partial list of Housing Authority / Public Sector Clients Partial List of Housing Authority Clients / Public Sector Clients .,e_; j4jHousiflgAothOfty rim a,-.1,,y' RRHA OfyofBPaSO �r� Vim. TT RiClYnondR� lop.n�nt V 1CKSB lJ RG EEaallousiny..thorn, w+. w', „ v., ftIILOINO VI/RANT COMMLINI TILS ``„trr; PjsENT0F t P ti ,, .. - ( * fflfflQ *j ••fl1iohi `rte e� Laboratory NORFki LI Tl `ROCK CMHA .t r. I, "`,4 k Op ``t.r f1{ 1v OF rfIr 1 ar _ /F F, C. ?, .._ - : d'; '_ 4- ._; er - _, ,v .01,,,,pv - o .... _ k - -_,- ,',, . ---- r,*1960 / ''FntoF ,ilrif,ok' rraHousing . . Opportunities �_ own ca Capitol Heights ,� Commission ,11111-11 " A ll v ! A ” o 1. Serve as the City's Primary Advisor/Consultant Concourse has provided real estate finance and development related services for 15 years, many of our staff members have over 25 years each of related experience. Uniquely, our team members have worked, for Housing Authorities and directly for HUD, forging strong bonds that help us today as we serve our clients. Since inception, Concourse has consulted on developments that include over 9,000 affordable and workforce housing units and we have participated as a consultant on over 60 housing projects. Our experience includes new construction and rehabilitation of all multifamily product types including high-rise,mid-rise,and garden style units. Concourse understands the requirements of the City of Miami Beach, serving as advisor and assisting the city in managing the P3 process, and partnering with the private sector to develop affordable/workforce housing. Concourse will approach the City of Miami Beach P3 projects with a thorough understanding of all elements of each project, from concept planning and economic modeling, to successful financing, risk mitigation, and ultimately completion of the projects. Concourse will team and partner with the City to conduct detailed analyses and assist in identifying the optimal Public- Private Partnership opportunity, develop and refine the Public-Private Partnership concept, develop financial models to analyze the Partnership's financial feasibility, draft the RFP or RFQ, Consulting Services For Public-Private Partnerships(P3) Page 17 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part f r any purpose other than to evaluate this proposal. i THE CONCOURSE':: group evaluate developer RFP responses, and support the developer selection process, and negotiate the transaction to closing. Identify The Analyze The P3's Develop The Draft The RFP Optimal P3 Financial Business Case Or RFQ Opportunity Feasibility Analysis Evaluate Present the P3 Review Internal Developer RFP Opportunity to List Of Qualified Create Evaluation Responses the Marketplace P3 Developers Criteria Review Support the Assist with and Development Developer Negotiate the P3 Manage the Budget Selection Process Transaction Closing Concourse has been a leader in public sector real estate projects having consulted on $4 billion worth of development projects and asset manager for 64,000 units. We bring a full set of comprehensive skills and experience to the City of Miami Beach including: • A well thought out project approach and a comprehensive understanding of affordable housing, financial and economic analysis of redevelopment alternatives,or redevelopment of public assets. • Relevant Consulting experience on over 80 related projects including affordable and workforce housing projects. • Demonstrated ability to develop strategies leveraging public sector assets for public private partnership projects. • Professional knowledge, skills, and experience in real estate, planning, financing, development, and capital markets. • The necessary skills to conduct research and analysis for decision makers presenting accurate and relevant information on which to adopt courses of action • Expertise in drafting RFQ'S and RFPs and evaluating developer proposals, and the ability to support our clients in negotiations with the private sector developers and lenders We approach each project by focusing squarely on our client's goals. We identify the specific tasks that must be accomplished to achieve these goals and possible hurdles we will need to overcome. We draw heavily on our experience in the public private partnership process from both the public and the private sectors' perspectives. We know what is needed for a public private partnership project to succeed and what has derailed other public private partnership projects. Consulting Services For Public-Private Partnerships(P3) Page 18 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • At each step of the way we will meet with the City and provide the City with feedback and updates. We develop a staffing plan and project schedule, which are reviewed monthly, or at the city's request, to ensure the project is on time, on point and the proper resources are utilized. Through the assignment, we review our progress internally and with the city to ensure that our "best practices" are in place and are achieving results. Concourse follows an internally adopted Quality Control Plan (QCP) that includes standards and processes to be conducted throughout the engagement. Per regularly scheduled reviews, John Benton, the Project Manager for this assignment will monitor our team's best practices, resources and schedule. To ensure quality assurance and control, Concourse has a proven program we implement effectively for each project through our Project Manager. Our approach to Quality Assurance/Quality Control (QA/QC) employs methodical, repeatable processes derived from PMI's PMBOK. It uses SEI-CMMI (Guidelines for Developing and Improving Practices) best practices and SCAMPI (Standard CMMI Appraisal Method for Process Improvement) internal and external reviews. We implement and evaluate full compliance on each task performed under this initiative. Our Quality Assurance Controls include structured reviews, edits of deliverable items and adherence to the performance work requirements and to prevent delivery of unsatisfactory work products. Our process has succeeded in delivering the services as per the performance requirements across multiple projects. Our mechanisms for quality control include steps to • Implement technical performance and reporting controls for periodic task review sessions and weekly reporting • Conduct team meetings to discuss requirements, progress, and resolve any potential issues before they develop into problems (e.g., risk management). • Ensure communication controls by creating a comment log schedule to ensure all consolidated comments due back to Concourse are provided timely for smooth progress of the project. • Implement administrative project Controls by maintaining proper staffing levels and scheduling constant monitoring so that any major timing or level of effort deviations can be detected and corrected to preempt delays. The governing principles of the QA/QC stem from our team philosophy on Quality Assurance, which includes: • Quality starts with fully understanding client expectations and definition of quality. • Quality and value are the prime factors in all aspects of a project. • Quality is everyone's responsibility: Teamwork and dedication are expected by all; our professionals are empowered in our open-network style of organization. • Quality and value are designed and integrated into all aspects of a project. • Our QA/QC will ensure client satisfaction, full performance and project quality. It is our firm's belief that one of our fundamental strengths, as individuals and as a team, lies in our ability to continually improve consistency and assure project quality. Consulting Services For Public-Private Partnerships(P3) Page 19 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group • Call on the team's varied disciplines to review drafts of the work at 25%, 50%, and 95% percent progress and upon completion to ensure quality is achieved. Communication and interaction is central to our approach. We form successful working relationships that communicate regularly with the city, proven by our history of strong relationships with our clients. We will communicate to the City through the Project Manager,John Benton in the following steps: • Establish meeting schedules and agendas based on the needs of the project. • Hold regularly scheduled project meetings — on the phone or in person - to coordinate activities, address new or pressing issues, and provide an opportunity for Team members and the City to interact. • Provide project update reports. These reports will also monitor established quality control protocols for project conformance,highlighting issues that need to be addressed. • Issue periodic reports and at completion or key subtasks. These reports will focus on lessons learned and detail both successes and challenges in the process. It will assess the Team's performance against previously agreed metrics and propose strategies for future improvements. Concourse prides itself on providing high level customer service to our clients, in large part, through effective, timely, and accurate coordination and communication. In order to effectively communicate with the city, we will dedicate the appropriate staff to the project and employ multiple technologies to enhance our ability to coordinate and communicate with the City. Additionally,Concourse will hold regular internal meetings and regular meetings with the City to ensure that small problems do not turn into big problems and, of particular importance, we will never let the City be surprised or blindsided by negative events. As shown in chart below, Concourse has direct and relevant experience performing all of the functions required in the City of Miami Beach RFQ. m y co 4.4 O + E L L 0. y C R y a v t 64 E O '.+ 0 C ca o 6. > y C10D :+ y y ar 00 o v, C y ✓ i a LI Z = L V O C E ct L C a u O y 4 0 0 U a ° n. ^o a a L a • I. C. _°. z o �c E o: 'fl > o > > a L E a.L as oa E >. o Q i y y x ae v p C at o v o 0.1... e 4 Li. _ `1' Alexandria Redevelopment Housing Authority P3 Vicksburg Housing Authority P3 ✓ 6 V V V V V V Consulting Services For Public-Private Partnerships(P3) Page 20 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. I 1 THE CONCOURSE':: • group The Cincinnati MetroRolitan HA ' - Housing Op Commission(Montgome .f ally 3 gichrnond Redevelopment; j I �! !�—? - ' ! Mousing Authonty;P3 rillommom Department of Veterans Affairs V V V V Affordable Housing P3; Z 1 i ' -- V - P ■- Department ofNavy Workforce' — f- ✓ Z ' i Housm g 13, _ f Redstone Mixed Use P3 ✓ i/ ✓ ✓ V ✓ V ,. In order to maintain economic and social vibrancy in the City of West Palm Beach,it was important for the City to provide an attainable supply of housing at all income levels. To achieve that goal, the City's Department of Housing and Community Development sought to preserve and stimulate the ', production of affordable and workforce housing units for low and moderate income households residing or desiring to reside in the City. Teaming with the City of West Palm Beach, Concourse was engaged to promote and develop affordable and workforce housing units through the Housing Assistance Incentives Program. Key functions of this program is in providing fee reductions and waivers of development fees, providing loans and grants to leverage private and other public investment, leveraging and making available the use of City owned vacant lots, making available programs that provide assistance for homeownership, rental, rehabilitation, sustainability, and special needs housing opportunities and promote the use of existing City infrastructure and services. • Alexandria The City of Alexandria, through its redevelopment Redevelopment and authority (ARHA), taking advantage of its high land ARHA values resulting from its location three miles south of Housing Authority Washington DC, is in process of redeveloping seven improved or vacant sites into mixed income residential developments using the P3 model. The sites once fully re-developed will exceed $500 million of affordable and workforce housing that will include retail space. The City's intent is to use P3s to capture private sector efficiencies, and tap into capital markets for the revitalization of aging housing stock. ARHA engaged Concourse for its expertise in capital markets and finance, development, and understanding the nuisances of P3 projects. Teaming with ARHA, Concourse developed criteria, and assisted with the RFP for Consulting Services For Public-Private Partnerships(P3) Page 21 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used or disclosed in whole or in part for any purpose other than to evaluate this proposal. 1 THE CONCOURSE'::g r o u p • the selection of Development Partners to undertake the redevelopment of the offered sites. Each developer's past performance, financial capacity and experience was analysed, a development capacity and performance rating was developed by Concourse,and developers were recommended to ARHA. Subsequently, Concourse was awarded several follow-up assignments by ARHA, and is currently performing services as the P3 finance and development advisor to ARHA. 2. P3/Developer Procurement Consultant will: a. Advice regarding a competitive process or best determined process such as RFP's, RFQ's or RFLI's (selected procurement method) to attract key participants to the project(s) and assist in the development of required procurement documents. Our core business is providing P3 development and financing consulting for the acquisition and development, or rehabilitation, of affordable and workforce housing and mixed use projects. A significant part of this is providing advice regarding a competitive process for developer and team member selection through a RFP, RFQ or RFLI process. Evaluate Alternate Final Solicitation Procurement Evaluate two step Draft Solicitation — documents after methods - acquisition process documents City Approval RFQ RFP WTI ' 9 ' Evaluation Review and „ M Assistance Negotiation x. Approval by the, Developer Assistance City r "= Selection Our experience includes structuring of real estate transactions and developing project budgets, operating projections,monitoring the land entitlement process,and other requisite approvals from local jurisdictions related to the development process, and assisting in the selection of members of development teams through a competitive RFQ/RFP process. We support negotiations, financing, organizing and completing real estate closings, and developing and implementing any relocation plans (Uniform Relocation Act). Concourse will offer advice to the City on the best method of selection and participation for the various projects. As an example Concourse may advise that an RFQ may initially be needed to develop a known and qualified inventory of vendors(developers,designers, environmental, legal, etc.) for a particular and immediate P3 or other project. As part of its assignment for a PHA client, Concourse recently advised, developed and drafted an RFQ to immediately eliminate unqualified vendors, and locate qualified vendors,for development of an urban affordable / workforce housing P3 development. Consulting Services For Public-Private Partnerships(P3) Page 22 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group Concourse narrowed the list to vendors who have the proscribed expertise, experience level, and financial capacity to complete the project on time and on budget. Additionally, Concourse's recommendation saved the PHA over $100,000 of legal fees, architect fees, copies of drawings, PHA staff hours and the threat of a contested award. Concourse provided significant help to the FBI reforming its procurement process to attract key participants to its P3 projects. To support its mission, the FBI relies on 56 field offices centrally located in major metropolitan markets in the U.S. and Puerto Rico along with approximately 400 resident agencies in smaller markets. The existing 56 field offices total approximately 7.5 million rentable square feet. After 6 of the 13 FBI P3 projects failed to be delivered, or were significantly delayed, The FBI engaged Concourse to review the program, revise the two step Solicitation For Offer(SF0); create financial evaluation standards for the Source Selection Evaluation Board (SSEB)for a financial review of Offerors corporate and project level financing evaluation; and provide a financial review of the Offerors P3 proposals for the specified projects. Concourse revised the two steps SFO and created multifaceted financial evaluation standards for the Source Selection Evaluation Board (SSEB). Concourse work included reviews of Offeror's two step proposals for Salt Lake City, Tidewater, Sacramento and San Diego. Concourse will develop draft solicitation documents for review and approval by the City of Miami Beach and will ensure the solicitation documents effectively communicate the City's requirements for affordable and workforce housing project, define the expected scope of work, and identify specific and measurable performance objectives and constraints. The solicitation documents will also provide adequate information to potential bidders to assess the existing conditions, project requirements, proposal submittal requirements and evaluation standards. During the procurement process, Concourse will provide solicitation follow-up services. To support the City with proposal o,aluations, Concourse will utilize the expertise of its various team members to review and provide comments on the draft solicitation, assist with the development of submission requirements and evaluation criteria, and create a Technical Evaluation Plan(TEP)that establishes the procedures and criteria for evaluating and selecting the preferred developer(s)pursuant to the solicitation documents.Concourse will also support the City in providing timely answers to any Respondent questions. Concourse's staff has worked on ten affordable and workforce housing P3 projects with the Department of Veterans Affairs (VA) and have provided due diligence, RFP development, and developer selection, conducting negotiations and structuring transactions. We also supported the VA to market projects to suitable developers and communicated to the community to gain community support and generate strong private sector interest in the project goals. For example, for a project at Perry Point Maryland, the VA required support for the development of affordable housing and Concourse provided a full range of services including developing the RFP, selecting a developer and supporting the VA throughout the procurement and development process. Consulting Services For Public-Private Partnerships(P3) Page 23 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated.used,or disclosed in whole or in part for any pu,pose other than to evaluate this proposal. THE CONCOURSE':: • group Concourse's effort resulted in a selection of a developer for an 88 LIHTC housing units for veterans and their families. Our Experience with the Air Force Since 2005, Concourse has provided real estate support services to the Air Force under two contracts: Privatization and Real Estate Support Services (PRESS) and Real Estate Support Services (RESS). The ultimate goal of Concourse's efforts is the successful closure of P3 transactions at selected Air Force Installations. Concourse has provided financial, business, and other technical support to the Air Force for P3 projects from project identification through financial closing, including Vandenberg Air Force Base (AFB) (858 affordable units) and the Southern Group (1,858 affordable units across three states). For these projects, Concourse provided real estate, financial, technical, and other support to facilitate concept and RFP/RFQ development, lease negotiation and closing support, including facilitating post-closing meetings with the Air Force portfolio managers. With Concourse's support, the US Air Force entered into a P3 with Forest City Enterprises (NYSE: FCE.A) -: for development of 2,185 homes located in four locations-Shaw, SC;Charleston, SC;Arnold,TN;and . rte. . � isg' _ Keesler, MS — known collectively as the Southern ;, • — Group. Concourse was instrumental in particularly 441,j 1T,!j 1,111 k assisting the Air Force, the rating agencies, and the '� ' - e. lender, with the financial closing of the complex deal. Concourse ensured the P3 project remained economically viable throughout the Air Force's process, developed a feasible project concept for Air Force approval; created the project RFQ; evaluated developer proposals; and facilitated negotiations with the highest ranked Offeror and all activities leading to the signing of transaction and financial documents and closing of the $308 million P3 project. Concourse provided private-sector financial, real estate investment and development expertise for the Air Force at Vandenberg Air Force Base for the development of $163 million, 867 end-state unit Public Private Partnership (P3) project. Our work included developing a feasible project concept, Project RFP, leading the source selection process and financial documents --_, preparation. We marketed the project, conducted an Industry forum at Vandenberg,facilitated the issuance of the RFP, evaluated proposals from offerors, hosted and facilitated oral presentations, and assisted the Air Force in determining and selecting the most advantageous offer to the Air Force through a competitive RFP procurement process. Consulting Services For Public-Private Partnerships(P3) Page 24 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group b. Assist in the evaluation and selection of possible City partners both from a technical and financial perspective. Concourse understands affordable and workforce housing from the City and developer perspective, having supported large scale turn-key affordable housing projects for the Alexandria Redevelopment and Housing Authority(ARHA),the Housing Opportunities Commission(HOC) of Montgomery County and other public sector clients and creating development plans for developers. Our Experience with ARHA Concourse is currently retained by the ARHA to assist in the redevelopment of five of its sites with redevelopment potential estimated to exceed $500M. Concourse analysed each developer's capabilities, financial capacity, and experience to perform all tasks related to large scale,turn-key development projects and completed review and associated due diligence. Concourse prepared and submitted a report with information relevant to the decisions of the Committee as it related to scoring of the developers' RFP responses. Concourse also conducted meetings and presented to the Evaluation Committee for the purpose of briefing the Committee members and answering questions. Our work included— • Assessing potential partners on project suitability, financial capability to meet obligations required by the project, appropriateness of technical ability and experience, performance on the same general type and scale not less than 75%of the amount of the proposed project, and the previous record of comparable projects, including track record of performing contracts properly, expeditiously and within the financing plan. • Providing financial evaluation of a company based on an investigation of measures including but not limited to the asset and liabilities portion of a potential partner's balance sheet, including the short-term assets (cash and securities), and stockholders' equity portion of the balance sheet(if applicable). • Oversee the master planning process, schematic plans review, entitlements process. Concourse reviewed and provided comments on the draft solicitation, assisted with the development of submission requirements and evaluation criteria, and created the Technical Evaluation Plan(TEP)that established the procedures and criteria for evaluating and selecting the preferred developer(s)pursuant to the solicitation documents. Concourse was further engaged by ARHA for RFP Part 2B. In the assignment, Concourse evaluated the concepts, development programs and financial feasibility of the 21 responses received from the short-listed development teams. Evaluation plan developed by Concourse includes Design proposals, Narrative describing the design concept, Phasing plan, Finance Plan, Narrative describing benefits to the City's economy, Schedule of events, Relocation plan, Plan for achieving goals related to participation by local and small businesses,M/W/DBEs., Section 3 Plan, Key Business Criteria and Term Sheet. Consulting Services For Public-Private Partnerships(P3) Page 25 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in purr for any purpose other than to evaluate this proposal. THE CONCOURSE':: group Our Approach Concourse has evaluated hundreds of RFP responses for real estate projects for clients including Housing Authorities, Cities, Universities, local governments, the Air Force, FBI, and the Department of Veterans Affairs. Typically, Concourse creates an evaluation matrix for the corporate level and project level financial reviews. We start with a review of each bidder's corporate level financial information. This includes the following Corporate Level financial documents: • Financial Statements • List of Current Projects o Balance Sheet • Three Financial References o Income Statement • Financial Narrative o Statement of Cash Flows • Refinancing Plan (for future debt • Dun & Bradstreet Number maturities) The corporate level information provided by the bidders (developers) is analyzed to evaluate the financial capability of the bidder in the context of the developer's proposed concept for the development.The corporate level financial analysis is a general review of the developer's financial health. This is particularly important for portfolio development. Analysis typically includes calculating and evaluating the following: • EBIT to Interest Ratio • Debt to Total Assets Ratio • Debt Service Coverage Ratio • Dun & Bradstreet Report • Equity Levels • Financial References • Future Debt Maturities • List of Current Projects • Current Ratio Concourse also reviews bidder's project level financial information including the Developers' project pro forma; a financial narrative; and a Financing Letter of Intent from the developer's lender. Concourse's analysis of each developer's pro forma will typically include the following. • Rental Revenue • Loan-To-Costs Ratio(LTC) • Operating Expenses • Unleveraged Return • Construction Costs • Return on Equity(ROE) • Sources & Uses of Funds • Internal Rate of Return(leveraged • Debt Coverage Ratio (DCR) • Net Present Value(NPV) • Loan-To-Value Ratio (LTV) • Loan Terms In our engagement with the Federal Bureau of Investigation (FBI),we provide real estate support under an ongoing 5-year services contract to help acquire new space to accommodate FBI's expanding mission through the use of P3s. After significant delay and delivery failure of six of its 13 P3 projects, FBI engaged Concourse for real estate support services. We created financial evaluation standards and improvements to the solicitation documents. Further, we reviewed the financial aspects of developer submitted lease-construction proposals to help the FBI reassess the Consulting Services For Public-Private Partnerships(P3) Page 26 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • viability of its various P3 projects. In addition,we developed protocol and procedure manuals and trained FBI Real estate project managers in property and asset management. Concourse works for RRHA (Richmond Redevelopment Housing Authority) as its advisor on a four-year contract providing financial consultancy, program and project management and compliance reviews. RRHA is responsible for operating affordable housing programs to provide housing for eligible families, for operating redevelopment and conservation programs in accordance with the City's Master Plan and for delivery of services to citizens of low income housing and urban renewal areas. In the process, Concourse evaluated RFP responses, provided Financial Strategies and Benchmarking Services, and assisted the RRHA in developer selection process. Our experience gives us the knowledge to assess,review and evaluate development proposals from a technical and financial perspective. We will perform due diligence, create solicitation materials, analyze the RFP responses, and prepare TEPs to ensure the integrity of the procurement process, throughout the P3, for the City of Miami Beach. c. Participate in negotiating terms with any selected project(s) team(s), including the legal, financial and technical aspects of the project as necessary. Concourse will assist and advise the City with the best strategies for negotiating and partnering with the development team. Concourse will develop a term sheet draft, evaluate the sources of funds, review financing to ensure the fees are reasonable for service, evaluate and refine assumptions in development, operations and in the developer's finance models and return structures. Concourse was engaged by the City of Alexandria, to develop a comprehensive strategy for a P3 partnership. We provide a full range of services including creating and implementing a comprehensive strategy for a P3 project; marketing the P3 opportunity, creating solicitation documents to attract a national developer for project award; and assisting the Public Sector Team through the selection and negotiation process. During the negotiation phase,we support the Public Sector Team by developing a pre-negotiation position (PNP) in preparation of negotiations with the selected developer. The PNP provides an outline of the range of potential negotiation factors, financial pro-forma information, and other documentation that will allow the negotiation team to be fully prepared to reach a P3 agreement with the selected developer. Our work includes supporting negotiations by providing financial, real estate, business, and other information detailing the potential benefits of various terms. Concourse has provided real estate support services for the execution and negotiation of the following P3 projects valued in excess of$IBillion- • The Navy P3 project in Hawaii • Park City, Utah P3 project • FBI Headquarters P3 project • MIT Lincoln Laboratory P3 Project Consulting Services For Public-Private Partnerships(P3) Page 27 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group Concourse's experience includes negotiation support for over 80 P3 projects. When the Air Force wanted to develop, with a private sector partner, a mid-scale extended stay hotel that would offer year round lodging opportunities for Service Members and their families at discounted rates in the Park City, Utah area, they engaged Concourse to provide analytical and negotiation support. Concourse analyzed the initial pro forma provided from the owner (master site developer) and created an Air Force pro forma including ADR,occupancy,and REVPAR assumptions.Following selection of the developer,Concourse supported the negotiations with the developer including deal structure, fees and returns, and development scope. Our Approach Under the city's oversight and approval,Concourse will assist in evaluating the proposals received and evaluation of the preferred partner. Selection will be based on the established RFP criteria and will result in the "best overall value" to the City. Factors to be considered in the evaluation will include, development concept, relevant experience, financial information, property maintenance skills,and capability and qualifications. To the extent desired by the City, Concourse will provide technical analysis and support, which will include an independent review of proposal responses from the development community. Concourse will check the proposals for compliance with RFP requirements, review the financial capability of the bidders, study the proposed financing for the P3 project, and examine the experience of the developers. We will provide an overall evaluation of proposals, and assist with negotiations to result in the award of the P3 to the most highly qualified developer. This process balances the technical merit, management capabilities, and cost resulting in the best overall value to the City. Having been involved in over 60 proposal reviews for the private and public sector alike,Concourse is versed in the developer selection process. John Benton,Armando Fana,Jack Reutemann, and Dan Hertz will lead this effort and tap into their collective experience and lessons learned in performing this task Concourse started in the P3 business drafting proposals for developers and structuring transactions following award.From this experience,we learned how developers think,what red flags we should look for in the proposals, and what essentials are necessary to be successful. This background, complimented with our history of reviewing P3 proposals for Public sector clients is a key to our ability to critically examine developer's proposal for P3 projects. Concourse will draft briefings for the City which includes the preferred developer recommendation that resulted from the extensive analysis of the RFP responses versus the established evaluation criteria. Our team has the capability and experience to facilitate the pre-closing and closing dialogues as well as capture those discussions in the proper financial, legal,and technical language appropriate for the transactional documents to support the City of Miami Beach best interests. Consulting Services For Public-Private Partnerships(P3) Page 28 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group d. Facilitate and provide the professional and technical expertise to lead key discussions regarding the project(s), including, but not limited to: community outreach, coordination of key participants, financing and contract negotiations. Concourse team has vast experience in providing professional and technical expertise to our clients in negotiations,communicating with the community and ensuring coordination of key participants and stakeholders. Concourse will provide a comprehensive strategy report to advise and provide the tools and methodologies necessary for the City of Miami Beach to prepare a nationally competitive information and outreach program and RFP to attract a national development group to form a P3 with the City. Concourse assists its public sector clients with any and all tasks that facilitate the development of P3 projects. The tasks include collecting and organizing property data,creating an asset inventory database, the preparation of all necessary documents, notices, transactional correspondence, screening notices, marketing materials, review and analysis of documents, reports, studies, community outreach and stakeholder coordination and playing a pivotal role in contract and financial negotiations. Concourse has organized and hosted successful industry forums for the Vandenberg AFB and Southern Group housing privatization projects and also for the VA projects at Bath NY,Knoxville IA, Newington CT, Newington CT (Project II), Perry Point MD, White City OR, Riverside CA, Long Beach CA, Castle Point NY and Martinsburg WV. We will apply this experience to ensure that this project is appropriately exposed to the City of Miami Beach community. Concourse will identify the various stakeholders with potential interests including surrounding community groups, effected public and private sector stakeholders, developers and lenders. Concourse will evaluate and advise the City as to how each of these various stakeholders impacts the potential development. Concourse will support the City during the negotiation process. This includes developing a pre- negotiation position (PNP) in preparation of negotiations with the selected developer. The PNP will outline the range of potential negotiation factors, financial pro-forma information, and other documentation that will allow the negotiation team to be fully prepared to reach a P3 agreement with the selected developer. Concourse will support negotiations by providing financial, real estate, business, and other information detailing the potential benefits of various terms. Our team members have proven experience working with federal agencies and housing authorities such as the ARHA, HACEP, NRHA, RRHA, CMHA to analyze pro forma submissions and facilitate all financial, construction, and legal negotiations in support of transaction closure. Concourse will assist in tying together and cross-checking all schedules submitted in financial pro formas; verifying support for all significant for all significant numbers; and ensuring that all assumptions are clearly documented, appropriate, and used consistently in terms of how each partner has structured the transaction. We will review the pro forma for all phases of development, including the out-year development plan, and identify necessary revisions such as correction of growth rate errors for income and expenses. We will leverage our industry experience in validating project scope and financing by analyzing income expense and ratios to determine if project projections are consistent with their experience. Through engagements with organizations such as Consulting Services For Public-Private Partnerships(P3) Page 29 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group the US Navy, MIT, FBI and Housing Authorities, Concourse is seasoned in assisting clients with the preparation of clear and concise briefs to be presented to the requisite authorities. Another key component will be ensuring debt competition, a process to pursue the issuance of additional debt. Concourse will work closely with the City to develop and implement procedures for this the debt competition process,which will need to take into account the terms and conditions of the original financing documents, the proposed terms and conditions for the original debt, and the current position of the capital markets based on the results of recently executed transactions. Once again, Concourse will use its demonstrated capabilities in providing similar services to clients in order to develop protocols, and analyze capital markets trends and forecasts to account for potential changes to the competitive landscape. Concourse recently assisted the U.S. Department of the Navy with due diligence and negotiation support to pave the way for the transfer of Forest City Enterprises' U.S. Department of the Navy housing portfolio to Hunt Companies Inc. The total acquisition consisted of 14,500 military housing units at bases in Hawaii, Tennessee, Illinois, Indiana, Washington, South Carolina, Mississippi, and Colorado. The acquisition value is approximately$200 million. Concourse provides support to the ARHA in the negotiation of joint ventures, acquisition and ground lease agreements. Concourse assists ARHA with the selection of Developer Partners to undertake the redevelopment of the seven offered sites. Concourse work includes development and financial advisory services and in the process analyzed the developer's capabilities, financial capacity and experience to perform all tasks related to large scale, turn-key development projects and completed review and associated due diligence. We provide a range of services under a 5 year contract for the Housing Authority of the City of El Paso (HACEP). Our work includes advisory services to the HACEP on the financial structure of the transaction. Performance within last 10 years 1. Alexandria Redevelopment Housing Authority(ARHA) Concourse Reference Business ,;Alexandria Redevelopment Housing Authority (ARHA) Name ARHA Address Alexandria Redevelopment Housing Authority (ARHA) 600 N. Fairfax Street Alexandria,VA 22314 Phone#& ligeMERRNMEs e-mail 703.549.7115 ext.164 Individual's Connie Staudinger Name Chief Operating Officer (if applicable) Consulting Services For Public-Private Partnerships(P3) Page 30 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group Description The Alexandria Redevelopment and Housing Authon ARHA), in partnership of Services with its affiliated development corporation,Virginia Housing Development,LLC (VI-IDLLC) is in the process of redeveloping five (5) of its sites with redevelopment potential estimated to exceed $500M. For this assignment Concourse's role is to provide ARHA required financial and development consulting support throughout the process. This includes reviewing property operational expectations, assisting with HUD approvals, preparing estimated long-term financial pro formas for the conversion of the assets from public ! housing to HUD Mixed-Finance, preparing development budgets and operating 11 pro formas, creating financial packages for HUD submission, coordinating with HUD regarding submission materials, reviewing developer RFP responses for Iselect properties within the portfolio. Concourse assisted with the selection of Developer Partners to undertake the redevelopment of the five offered sites. Concourse analyzed the developer's capabilities,financial capacity and experience to perform all tasks related to large scale, turn-key development projects and completing review and associated due diligence. Concourse prepared and submitted a report with information relevant to the decisions of the Committee as it related to the scoring of the developer's RFP responses. Concourse attended meetings and presented to the Evaluation Committee for the purpose of briefing the Committee members and answering questions. ICtncourse tasks include: . • Advising sponsors in the crafting financial strategies lot • Provide acquisition and divestment strategies • Provide advice relating to real-estate financing, including public and private financing (short-tennis, and financial management and asset management Oong_term) • Provide economic analysis of mixed-income, multifamily_residential transactions • Define contractual frameworks and risk allocation schemes for the closing of complex real estate transactions in a public privatepartnership arrangement • Assess the execution and market risk inherent to residential real estate offerings and address sequencing, phasing and scheduling of`multiple projects where phasing can be between multiple sites or within one site iii., and dependent on the same pool of funding • Support the negotiation of joint ventures, acquisition, and ground lease agreements • Assess potential partners on grounds of suitability of financial capability to a. - • a ala i e•uired b •e •ro ect, a..ro.n:' -,. -: :s . ".. I deal Consulting Services For Public-Private Partnerships(P3) Page 31 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • ability and experience,performance of work of the same general type and on a scale not less than 75% of the amount of the proposed project, and the previous record of comparable projects, including track record of performing contracts properly and expeditionary and within the financing plan • Provide financial evaluation of a company based on an investigation of measures including but not limited to the asset and liabilities portion of a potential partner's balance sheet,including the short-term assets(cash and securities), the stockholders' equity portion of the balance sheet (if applicable) • Oversee the master planning process, schematic plans review, ss Role in the Development Consultant(P3) Structure Workforce Housing Consultant Project Affordable/ Length of 5 years Contract 2. The City of West Palm Beach Concourse Reference IBusiness The City of West Palm Beach Name WEST PALM BEACH Address 401 Clematis Street, 3rd Floor, West Palm Beach, FL 33401 Phone#& 561.822.1254 e-mail Individual's Mark White Name (if applicable) HCD Administrator Description In order to maintain economic and social vibrancy in the City of West Palm of Services Beach, it is important for the City to provide an attainable supply of housing at all income levels. To achieve that goal, the City's Department of Housing and Community Development seeks to preserve and stimulate the production of affordable and workforce housing units for low and moderate income households residing or desiring to reside in the City. Concourse was engaged by the City of West Palm Beach to promote and develop affordable and workforce housing units through the Housing Assistance Incentives Program. Key functions of this program is in Providing fee reductions and waivers of development fees, Providing loans and grants to leverage private and other s ublic inves' r nt, Makin: available the use of Cit owned vacant 1, Consulting Services For Public-Private Partnerships(P3) Page 32 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group Making available programs that provide assistance for homeownership, rental, rehabilitation, sustainability, and special needs housing opportunities and Promoting the use of existing City infrastructure and services. Concourse devised a minimum requirement for developers to quali for Housing Assistance Incentives that includes I. Construction Administration Fee Reduction 2. Parking Requirement Reductions 3. Roadway and Sidewalk closure/obstruction Fee Reduction 4. Water/Waste Water Capacity Fee Waiver Concourse also designed the procedure for obtaining the waiver and the criteria for granting the waiver. Concourse assessed the Housing Trust Fund for its source of funds and developed 'uses-of funds and approvals for Cif owned properties and other programs / ,Initiative that include home ownership, Rental Housing,special needs housing, a oustn_ SustainabiIity and Fair Housing/Accessibility.; oncourse's work involved the setti g up of administration policies; -defining methods of fund servicing identifying funding_sources, defining fund programs and underwriting=structures Funding sources considered included existing, !lingo-174 fund growth and other-sources.:Funding programs included&feet loans, T.imited._Loan. Guarantees and a_and Lease. In Underwriting structures, considerations were given to multifamily,single family for basic and-suggested affordable unit, underwri service ratios,"debt ice coverage Ratio,loan to Value ------and Loan guarantees. Role in the O ganization onsu tant Project 4!� Length of ". mont Contract Consulting Services For Public-Private Partnerships(P3) Page 33 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group 3. Housing Opportunities Commission(HOC), Montgomery, MD Concourse Reference Business Housing Opportunities Commission,Montgomery, ,. Housing o, ties Name MD to, �n Address 10400 Detrick Avenue,kensin_u;, MD 20g95, Phone# & 1 240.627: e-mail of @hocmc.org Individual'sHyunsuk Choi, Sr. Financial Analyst Name (if applicable) Description To advance its mission of providing affordable housing and supportive services of Servicca that enhance the lives of low and moderate-income families and individuals throughout Montgomery County, Housing Opportunities Commission(HOC) had acquired 900 Thayer Avenue, a site in the Silver Spring Central Business District, 4 blocks from the Red Line Metrorail station. The°site has received Certified Site Plan approval for the development of a building of 6 stories with 124 residential units and supportive retail and structured parking HOC's development of 900 Thayer will deliver 124 wits,and provide HOC with much needed "swing space" for current residents of its Holly Hall Apartments.HOC met with Park and Planning and has elected to pursue an increase in density beyond the Site Plan approved 124 units. ;HOC sought a real estate development and financing consultant for this affordable housmg project at Downtown Silver Spring, Maryland and engaged 'Pone—oat—Se to perform development advisory work on this important 1+/- acre urban in-fill project. Concourse work-on this—project includes structuring the financing that includes Rental Assistance Demonstration (RAD) vouchers, obtaining the entitlements, and managing the develo merit rocess through obtaining building permits and ,,reaching financial clostn Role in the Development Consu tant tructure Project - AffordaabTe7 Workforce Housint Consultant Length of 4 years ._ Contract Consulting Services For Public-Private Partnerships(P3) Page 34 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group 4. Housing Authority of the City of El Paso(HACEP) Concourse Reference Business Housing Aut ority o the City of El Paso HousingAuthority Name (HACEP) of thetityofElPaso Housing Authority of the City of El Paso(HACEP) Address 5300 East Paisano Drive El Paso, TX 79905 United States Phone#& 91 .649.3611.1 e-mail isarrica na,HACEP365.onmicrosoft.com Individual's Joseph Sarrica, Manager Name (i t applicable) Description Concourse is the RAD consultant to the Housing Authority of the City of El Paso! of Services (HACEP). HACEP provides 6,039 public housing units in 8 Asset Management Project sites,495 units in New Construction, 496 tax credit units 438 non- subsidized: units,and 5,322 Section 8 HousingChoice-Vouchers(rental assistance to,pnvate owners). Over the past 75 years, HACEP has become the. largest�housings° authority_in Texas and is the 14th the largest housing authority in the Uni ed' States. El Paso's public housing,stock is rapidly aging Many Of HACEP properties have pervasive,costly maintenance issues Federalmf ind ng.foi:piibIi housing continues to decrease annually:"Since 2008, Congress and HUD have underfunded HACEP_I $16 million ($16,086,876) and H m ACEP comunities;: Lequire a capital investment of$80 million over the next five years.Federal fling projected at one $25 million, a shortfall of $55 million Therefore, H lCER turned to the RAD program to recapital»e its portfolio and HACEP's submission] to HUD for approval to convert it is entire public housing stock through RAD program was accepted. As HACEP's RAD consultant, the Concourse Group's role:as to p_rov'de lull range of RAD,financial, and development consulting snp ?po we.are currently leading HACEP in closing sEI RAD=projects totahn378 units.Forj the first three projects,we preparedfinnancin_gplans and financtal pro fo s for-1 total of 172 units Wand are working with-HACEP fo secure L� Consulting Services For Public-Private Partnerships(P3) Page 35 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,usedd,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • environmental approvals required to close the projects within the next 60 days. We have also conducted financial analysis and prepared pro formas for three mixed fmance projects totaling 406 units; RAD applications were submitted for two of the projects in March 2015; the third project will proceed after permanent financing is put in place. Role in the Development Consultant(P3)Structure Project Affordable/Workforce Housing Consultant Length of 5 years Contract 5. The Vicksburg Housing Authority(VHA) Concourse Reference Business t e Vicksburg Housing Authority(VHA Wir Name VICICSBURG Address The Vicksburg Housing Authority(VHA) 131 Elizabeth Cr. ----- -- - ----_- -- -- -----J Vicksburg, MS 39183 United States Phone#& (601)-953-5704 e-mail bwashington@vicksburgha.org Individual's Name (if applicable) Mr. Ben Washington, Executive Director Description The Vicksburg Housing Authority(_VHA)has received its CHAPs from HUD to of Services (convert 430 units under the RAD Program and is in the process of planning for tenders, and tax credit underwriting criteria..-VHA-intends to utilize the Projec based Section 8 rental assistance conversion to acquire debt and equity to manage ;the properties'immediate and long-term-'capital requirements' and sought' Concourse consulting services to take the RAD-program to implementation and (closure: Consulting Services For Public-Private Partnerships(P3) Page 36 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • Concourse work includes the following: 1. Act as the interface between VHA, HUD, State Finance Agency(MHC), FHLB, syndicators, developers and other necessary agencies and representatives by providing opinions relative to the executions of HUD requirement 2. Communicate with VHA, HUD, State Finance Agency (MHC), FHLB, syndicators, developers and other necessary agencies and representatives with sufficient knowledge and detail to satisfy HUD's review to meet the stated deadline(s)and submission materials. 3. Make two presentations to the VHA Board of Directors and Executive Staff detailing the final ownership structure of the RAD project and a presentation detailing closing of the project including regulatory requirements. 4. Participate in conference calls 5. Identify HUD compliance closing requirements 6. Provide an evaluation review of the RCC, amendments and other HUD documentation. Role in the Finance/ Development Consultant (P3) Structure Project Length of 1 year Contract 6. Federal Bureau of Investigation Concourse Reference Federal Bureau of Investigation 43z�.., Mine Addrea Washington DC Phone#& 571.344.4662 e-mail jeremyhogg @gmai= Individual's Name Jeremy Hogg,FBI PM Consulting Services For Public-Private Partnerships(P3) Page 37 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group Description To support its mission,the FBI relies on 56 field offices centrally located in major of Services metropolitan markets in the U.S. and.Puerto Rico along with approximately 400 resident agencies in smaller markets. The existing 56 field offices add up to approximately 17.5 million rentable square feet. To acquire new space in support Of the FBI's expanding mission, the Government, through GSA,_engages developers to build and lease buildings to the FBI. However, after six of thirteen CBI projects (Lease-Construction projects) failed to be delivered, or were significantly delayed,Concourse was engaged to provide real estate support. Under an on-going, 5-year contract, Concourse provides a wide range of real estate services to the FBI including reviewing Lease-Construction proposals, creating financial evaluation standards, and making improvements to the solicitation documents. Concourse has reviewed the financial and developmental aspects of developer submitted Lease-Construction proposals for projects inSalt Lake City,Utah and Norfolk,Virginia.In addition,Concourse developedtrainifg manuals_als_ and provided training for the FBI real estate project managers`The _--- training topics included the following: • Rental Revenue Review • Operating Expense Review • Construction Cost Review • Statement of Sources & Uses Review • Debt Coverage Ratio • Loan-To-Value Ratio • Loan-To-Cost Ratio • Unleveraged Return • Return on Equity • Internal Rate of Return Net Present Value • , Loan Terms• Capital Market Conditions • OMB Scoring Concourse's feedback enabled the FBI to reassess the viability of various Lease- Construction projects and generate due diligence on developer proposals. Additionally, by creating training man__ providing training to the FBI project managers, Concourse has been able to instill a thorough due diligence process for both Lease-Constructi el s d leasm: I.ce in existing buildings. Role in the Deve opment - t t e ons tart ! truct ue Project Length of II Contract Consulting Services For Public-Private Partnerships(P3) Page 38 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group 7. MIT Lincoln Labs Concourse Reference Business MIT Lincoln Labs LMT Name ;.!#i. Laboratory 244 Wood Street Address Lexington, MA 02420-9108 Phone#& F81.981.8485 e-mail gretchen.mcgill @llmit.edu Individual's Gretchen McGill, Senior Program Manager Name (if applicable) Description Many buildings on the MIT LL campus are in disrepair and reflect a "sharp of Services contrast"to the sophisticated research being conducted.MIT LL has explored a range of methods to recapitalize its campus,includingpursuing an Enhanced Use Lease TUL), Third Party Financing (TPF); Direct Appropriation of MILCON funding(DA); or a Direct Charge(DC).The 2014 Facilities Modernization Plan CFMP),"ryplanned for the construction of two new "purpose built" eseaich and deve •pment facilities-known as the Westlab(WL)Project: The WL will consist of approximately 450,000 square feet of new replacement facilities in two separate buildings The CSI.-MIF buiIding-ii proposed to be located on a site north of the existing parking structure,in'the`Old Town Campus. The EPF building is proposed fora site in in area currently occupied by a vacant building_complex that formerly served the Air Force Research Laboratory (AFRL) ,r 7 The Air Force determined,given possible OMB scoring issues,t-hat an`EUL was not appropriate for this type of project but MILCON funding, w1ucli:was previously_not considered a realistic option,reemerged as a_possibility for the FY17 MILCON budget. MIT LL required an evaluation on the three-options- MILCON,TPF aria DC to recapitalize its campus. MIT LL engaged Concourse to develop a comprehensive BCA to demonstrate the financial benefits of the project alternatives to the Government.The BCA will be usedto"promote and defend funding for the WL project during the MILCON budget process-Programming,-Planning, Budgeting and Execution(PPBE). oncourse worked on the BCA to answer the three main questions given below -d multiple sub-questions to satisfy the MILCON selection process. Consulting Services For Public-Private Partnerships(P3) Page 39 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: • group To meet its mission, is it required tha1MIT LL develop tfie Wl,facilite ?l Should MIT LL take any action at all(eitfier new construction or renovation); versus the status quo? If WL facility improvements are required, should MIT LL build new buildings or renovate existing buildings? What are the costs and benefits of various financing alternatives for the WL Project?What is the recommended alternative? • What is the ROI to the government? • What are the impacts to the mission and the govenment?, • What is the impact of waiting five or more years to fund via the Direct W Charge method? Concourse quantified the benefits and risks of the WL project to—the Government andpresented a clear and concise return on investment(ROWdd umentation and metrics for costs and benefits for ROI Calculation. Concourse ensured the BCA contained the depth of anarysis required to; adequately address the three central questions and the sub-questions to build a case for the various'Government s eholders. Role in the Development Consultant(P3) Structure Project Length of ,1_Year t Contract 8. Redstone Gateway Concourse Reference Business Redstone Gateway P3 Name Address Phone#& ob Penn: Phone: 443.814.0890 e-mail Individual's `Bostonia Name (if applicable) Consulting Services For Public-Private Partnerships(P3) Page 40 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • Description Redstone Gateway is a state of the art office and of Services mixed-use public_ private_ partnership being developed as a joint venture lead by Corporate Office Properties Trust (NYSE: OFC i '" �i - -- - partnership with the U.S. Army and Redstone Arsenal. The 468-acre, $1 billion, master-planned project is located adjacent to Interstate 565atGate 9, the main gate into Redstone Arsenal. The park ,�.,�.-s:' is the premier location for those tenants seeking i',f:`fill!!!li Aa,., immediate access to their customers at Redstone �+ Arsenal ,; , - Redstone Gateway features both secured and unsecured Class A office buildings as well_as; "- ;; retail and hospitality amenities to support the park and Redstone Arsenal's employees and visitors. The park, which will ultimately contain 4.6 million square feet of space, is being built in threephases. Three buildings, consisting of 363,000 SF, are currently in development for Boeingwlth th fiirst of which was delivered to Boeing in April 2013.The development program calls for office, R&D,and retail mace,two 150 room hotels,and supporting amenities on the 468 acre site See more at http://redstonegateway.us/#sthash.4f8hDv8z.dpuf Concourse's Role f Concourse was engaged by the private sector developer for this public private partnership engagement. Because we have-been on the private sector side of public private partnership projects, in addition to the public sector side,:'e understand what thresholds are required to make a project"finance-able' hover to best negotiate with development teams. For this engagement, Concourse assisted in formation of the joint venture development team, created pursuit strategies,:assisted in preparing to oral presentations, drafted the proposal and presentation materials a idreoached the presenters on strategies for delivering a successful presentation. Concourse facilitated all aspects of theProposal effort from creating the initial-development team,to defig_a strategy for the project,drafting each section of the proposal nd coordinating with various subcontractors anadconsultants to ensure a�clear and comprehensive vision for the public ' ate pa- Role in the Development Consultant(P3) Structure Project - — r: Length of 1 year Contract Consulting Services For Public-Private Partnerships(P3) Page 41 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. f THE CONCOURSE'::g r o u p • 9. Housing Authority of the Cincinnati (CMHA) Concourse Reference Business • Name Housing Authority of the Cincinnati (C I. CMHA Address Cincinnati Metropolitan Housing Authority(CMHA) i 1627 Western Avenue Cincinnati,Ohio 45214 Phone#& e-mail Individual's Reema Ruberg Name (if applicable) Description CMHA planned for privatization of its 4,921_unit portfolio under a RAD of Services program. CMHA engaged Concourse to perform the Evaluation Phase I(pre= RAD application= submission). Concourse scope of work includes RAD applications)/feasibility, long term financial impact analysis, rent bundhngzand alternative strategy feasibility analysis. Concourse responsibilities include evaluating the feasibility of RAD conversions pf the CMHA properties included not included in CMHA's current RAD portfolio._The evaluation includes but not necessarily limited to reviewing and determining the physical needs of the properties, outlining renovation sources and uses and developing an_operating budget that incorp rates the relevant RAD R---- s. Prepare and submit the RAD application for the identified properties based e outcome of the Feasibility analysis. • Prepare and submit to CMHA a pro forma analysis of the estimated long- term financial impact of the developments on the properties selected for t r RAD application submittal and on the RAD portfolio taking into consideration any existing CMHA liabilities. This also includes impact the RAD conversion will have on post-conversion CMHA Asset • Rent Bundling/Alternative Strategy Feasibility — Prepare a comprehensive pro forma analysis that identifies and demonstrates the P P Y feasibility or lack of feasibility of implementation of various RAD opportunities including rent bundling, energy savings impact on rents, transfer of assistance etc. Consulting Services For Public-Private Partnerships(P3) Page 42 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • Role in the Financial and RAD P3 consulting Project Length of f h5 4 F.1 a 0 t '' "� Contract `' t x y � e. Facilitating and providing expertise in key discussions and communications regarding the project Concourse team has first-rate experience working with clients to coordinate the receipt of and response to project questions during the procurement process. Concourse has coordinated responses for clients such as the Navy and the VA for a variety of projects and we will draw on that experience for this project. Concourse will collaborate with the City administration and any and all City departments or agencies to answer any and all questions, inquiries and concerns from any source. With City approval, we will establish a tracking system and database that will ensure that questions are documented, and distributed, with the agreed and appropriate and timely response. Consulting Services For Public-Private Partnerships(P3) Page 43 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used,or disclosed in whole or in part for any purpose other than to evaluate this proposal, THE CONCOURSE'®: • group TAB 3 - EXPERIENCE & QUALIFICATIONS OF SUB- CONSULTANTS ON PRIME PROPOSER'S TEAM (FIRMS) 3.1 QUALIFICATIONS OF OTHER TEAM FIRMS Concourse is not using any sub-consultant for this project. Consulting Services For Public-Private Partnerships(P3) Page 44 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose oilier than to evaluate this proposal. THE CONCOURSE■:: g r o u p • TAB 4 - EXPERIENCE AND QUALIFICATIONS OF KEY PERSONNEL 4.1 QUALIFICATIONS OF PROJECT MANAGER John Benton John Benton has 20+ years of affordable and conventional multifamily private industry and government asset management experience. He is versed in affordable multifamily structured finance, development and tax credits, and focused on affordable and workforce housing. He has significant experience in asset and risk management. He is valued for strong project management skills, providing decisive leadership to multifunctional cross-collaborative teams. His core competencies includes P3 Development and Finance, LIHTC Finance and Underwriting and Asset and Risk Management. A enc Situs/Aline Companies;HUD-Contractor(C59858)Atlanta,Ga. Terms of Vice President Engagement 2012-2014 (Multifamily FHA Asset and Risk Management) Year(s) Agency Steven_Bean _ Contact Z12;294;1334: _ iInformationl • iEmait.ilevetibaTi@situs.com • Description Operational and program leadership for HUD nationwide work share initiative: Build and oversee operations, develop policies and procedures, hire, train and lead team. Multifamily subject matter expert. Oversee HUD asset management activities, daily collaboration with PHA's, GSE's, Lenders, Local Government, HUD Development and HUD Stakeholders: • 1,100+ Property portfolio totaling 130,000+ conventional, LIHTC, subsidized, and insured units; • Instrumental in award of first HUD multifamily asset management contract; • All HUD Multifamily programs represented. Agency HUD Multifamily Program Center(US Housing and Urban Development); 1Vliat iLFl: Terms of Director Engagement 2010-2012 (Multifamily FHA Asset and Risk Management) Year(s) Consulting Services For Public-Private Partnerships(P3) Page 45 For workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE■: g r o u p ■ Agency. Rick Graham' _ Contact 412-762=4280 - -- Information jgraham@pnc.corn Description Led all operations, compliance, development, policy guidance, asset oversight and staff; Direct multi-functional and cross-collaborative major project teams with significant financial, business and community impact. Oversee Section 202 and 811 grant and subsidy programs. Daily collaboration with GSE's, PHA's, CRA's, Lenders, Local and State government. • 300+ Property portfolio, totaling 33,000+ conventional, LIHTC, subsidized and insured units; • Top ranked Program Center; first ever exceeding annual goals, and notably increasing REAC Scores; • Created& implemented HUB wide LIHTC strategy resulting in growing LIHTC expertise/consistency; • Instrumental in renovation of 1,000 LIHTC units; • Implemented"High Touch" asset management for Section 202 and 811 properties; • Reorganized team utilizing"Best Practices", developed subject matter expert concept; • Instruct underwriting, due diligence, layered finance of multifamily properties. • Senior Housing advocate speaking at various industry regional and National forums Agency , Multifamily Special Assets,PNC Bank, Atlanta,Ga. - Terms --- of Vice President — -_- ---- _- - --- - --- — --Engagement Year(s) 2008-2010 (Multifamily LIHTC Workouts, $400Million Portfolio) !Agency Jack Doyle Contact 502=581-2603 Information jdoyle @pnc.com Description Asset and Project Management: Workouts of Equity and debt interests in troubled LIHTC and Historic Tax Credit multifamily assets. Restructure tax credit equity,bonds and credit enhancements. Daily negotiation and interaction with investors, state housing and tax credit agencies, FHA, Fannie Mae and Freddie Mac. Project Manage renovation of LIHTC projects, located throughout the United States. • Portfolio wide increasing occupancy and cash flow; Consulting Services For Public-Private Partnerships(P3) Page 46 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used or disclosed in whole or in part for any purpose other that to evaluate this proposal. THE CONCOURSE'••g r o u p • • Complete construction, capital improvements, renovation of 800+ LIHTC Units; • Saved $Millions annually in federal tax recapture, interest, penalties, negotiated joint ventures. • ;Agency, Lehman Housing Capital,(TriMont Real Estate Advisors), New York,NY Terms of Senior Vice President Engagement 2004-2008 (Multifamily LIHTC Syndicator, $2.1Billion Portfolio) Year(s) Description Manage operations,budget and staff,investor relations_a nd workouts of LIHTC; properties. Oversee six (6) syndicated and four (4) un-syndicated LIHTC investment.funds: • 150+properties, in 17 States•, • Increased portfolio operating revenue by 10%, • Delivered near 40% of asset management fee to bottom line; • Reduced unfunded liabilities by 40%;; _ • Successful workout and restructure of$75±Million=debt_and LIHTC - equity;-- - _ ----- ------ - ---- -.— - -- --__- ---- --- • Created property inspection program, in 100%compliant portfolio; • Re-invigorated reporting providing timely distribution of adjusters, developer fees, investor.!reports. Agency: Asset Management,Origination and Underwriting; Terms of 1. Principal, Consulting and Advisory, Lehman Brothers, Commercial Engagement Real Estate Strategies, Inc. New York. 2. Vice President Allied Capital Corporation, Washington, DC. 3. Vice President Asset Management, Equitable Real Estate Investment Management, Atlanta, Ga. 4. Development Director, Ameritas Historic Renovation Corporation, Atlanta, Ga. Year(s) Pre-2004 Description: '. Asset Manage$1.5+Billion General Account,commercial REO multiple; asset class_workout portfolio. _ • Negotiat6'and.;'closed $_150±__Million debt and Million in Historic' Taz Credit(HTC)-Equity: Consulting Services For Public-Private Partnerships(P3) Page 47 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE g r o u p • • Renovated 17 office buildings,combined 1.8+MSF,,obtained National Historic Property designation.: • Originator, marketed:structured and closed;mezzanine and specialized debt. — -- • Oversee special asset management projects providing_solutions for investors, developers and lenders,; focusing on strategies to improve performance, service, efficiency and profitability_i • Led CMBS acquisition, underwriting and due diligence efforts, acquiring 'multifar lily, office, hospitality, industrial and special use properties, total volume $3+Billion in completed combined transactions from RTC, First . Chicago,First Union,Aetna,Confederated Life and others. Additional: Chief of Staff, Maryland General Assembly, Annapolis, MD. • Managed legislative and administrative staff supporting House/Senate members. • Wrote/delivered testimony on policy and legislation. • Ongoing interface with legislative leadership, Governor's office, liaison US Congress. Education & Professional Development: • BA Political Science and Economics, University of Maryland, Baltimore County, (An Honors University) • Merrill Lynch/Huntoon Paige Commercial Real Estate Mortgage Credit Training Program, New York, NY. • Board Certified Commercial Real Estate Appraiser, State of Georgia(In-Active) • Licensed Real Estate Broker, State of Georgia, Salesperson State of Florida(In-Active) • Federal Contractor FDIC • Federal Contractor HUD (C59858) Professional Affiliations and Leadership: • Metropolitan Washington, DC. Mortgage Bankers Association, Income Property Committee. • Member SAHMA, presented, `LIHTC layered finance seminar'. • Speaker/Instructor MBA, LeadingAge, SAHMA, Layered Multifamily Finance, Community Reinvestment topics. • Instructor, American Institute of Banking, "Law and Banking." • Awarded Ceremonial pen by Governor of Maryland for writing, "Mortgage and Interest Rate Legislation". • US Navy— Honorable Discharge. Consulting Services For Public-Private Partnerships(P3) Page 48 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • 4.2 QUALIFICATIONS OF OTHER KEY PERSONNEL Andrea K Elson The Concourse Group, LLC Ms. Elson has more than 24 years of public private partnership and real estate experience. !Agency The Concourse Group Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 Description Ms. Elson serves as Project Manager for Concourse's with the Housing Authority of the City El Paso (HACEP). HACEP has submitted to HUD for approval an application to convert it is entire public housing stock through the Rental Assistance Demonstration Program (RAD). Under this program,all Ownership of the current public housing stock will be turned over to local' HACEP ownership. Tasks under this contract include: Assist HACEP in reviewing the financial data Of any 9%or 4%low income housing_tax credit:: application to be submitted;advise on the financial structure of the transaction,! Evaluate Letters of Interest(LOIs)and term sheets from investors and lenders, ' troubleshoot duting underwriting and closing due diligence to keep the Finance! • Team _and other development members on task and schedule; continually`, review project pro formas,and review f nancial closing documents such as loan: agreements,' the tax credit partnership agreement, development services agreement, RAD Housing Assistance Payment (HAP), RAD Conversion' Commitment and RAD Use Agreement, etc.to ensure consistency with the Agreed-upon financing terms of each transaction as requested by HACEP.Ms. Elson's role is to provide a full range of financial and development support. She is currently leading HACEP in closing six RAD projects totaling 578 units. • For the first three projects, she prepared financing plans and financial pro' forma&for-.a-total of 172 units.. • For private sector transactions,Ms. Elson assists with managing the process,. planning_ and valuation efforts and preparing required economic models,; including development budgets, operating_projections,debt scenarios,sources and uses of funds,and monthly and annual cash flow estimates. Ms. Elson was' instrumental in Concourse coordinating a. financing strategy to achieve an' "AA" debt rating for a senior debt tranche,the first ever AA rating for a' ' military housing public private partnership.—without..bond.insurance._Her efforts helped the public private partnership to save over 40 basis points on its. cost of capital and allowed the developer to deliver more scope. Ms. Elson has also participated in-public bile—rip vate partnerships and afford- ffordable housing_projects from developer selection of the through closing on behalf of Consulting Services For Public-Private Partnerships(P3) Page 49 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • both the public and private sector, including financial analysis, drafting development plans, and managing the projects. Prior affordable housing and public private partnership projects: Aguadilla, PR Arnold, TN Pendleton,CA, Charleston, SC Bedford, MA Quantico, VA Palm Bay, FL Huntsville, AL Northport News, VA Anderson, AK Bellemont, AZ Hickam, HI Salt Lake City, UT Panama City, FL Patrick, FL Southern Group Aberdeen, MD Albuquerque, NM Norfolk, VA Miramar, FL Anne Arundel County, Anchorage,AK Abilene, TX MD Valdosta, GA Jacksonville, AR Tacoma, WA Charleston, SC Norfolk, VA New Orleans, LA Orange County, CA San Diego,CA Corpus Christi, TX Park City, UT Eglin, FL Salt Lake City, UT Colorado Springs, CO Cherry Pt, NC/Stewart, San Diego,CA Marietta, GA NY Sacramento, CA Michigan, IN Leavenworth County, Forest Park, GA County of Honolulu, KS Colorado Springs, CO HI Illinois/Indiana Houston County, GA El Paso County, TX Silverdale, WA Norfolk, VA County of Honolulu, NY, NJ, CT, RI, ME Salt Lake City, UT HI Bedford, MA San Diego, CA Colorado Springs, CO Omaha,NE Sacramento, CA Lompoc, CA 11 locations in New Forest Park, GA England Years of Experience Ms. Elson has 22 years of experience in public private partnership and real estate consulting. Education Master of Urban Planning, University of Illinois at Urbana-Champaign Bachelor of Business Administration, University of Notre Dame Professional Training Certified Appraiser Societies Commercial Real Estate Women American Planning Association Appraisal Institute Consulting Services For Public-Private Partnerships(P3) Page 50 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • Thomas W. Shea The Concourse Group, LLC Thomas Shea has 25 years of real estate and financial experience and has supported over 60 projects while at Concourse. He has overseen the public sector selection process for private developer partners for more than thirty public-private partnerships, affordable housing developments,and public property dispositions. He is an expert in both commercial and residential financing structures with an emphasis on bond financing. Mr. Shea has been a guest speaker at the University of Maryland and John Hopkins University discussing topics related to conventional and bond financing on privatization projects. Agency The Concourse Group Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 Description Mr. Shea has been a leading advisor to the VA's initiative to provide affordable housing to veterans by cooperating with State HFAs, HUD, and local housing authorities to deliver housing funded through the use of LIHTCs, HOME, FHLB, and other sources. Mr. Shea also manages Concourse's support to the Richmond Redevelopment Housing Authority under a four-year contract to provide Financial Strategies and Planning, Financial Benchmarking Service, Financial Budget reviews and assessment, • and Selection Process and Tech Assistance for Developers and he was a key consultant on a new 72-bed transitional housing facility for the Housing Authority of Salt Lake City. Mr. Shea is supporting Concourse's RAD assignments with HACEP and CMHA and ARHA's mixed use project. Prior public private partnership and affordable housing projects include the following: Aberdeen, MD El Paso County, TX Palm Bay, FL Abilene, TX Everett, WA Panama City, FL Aguadilla, PR Fairfax County, VA Park City, UT Albany, GA Forest Park, GA Patrick, FL Albuquerque,NM Grouped Bases Pendleton, CA Anchorage, AK Houston County, GA Perry Point, MD Anne Arundel County, Huntsville, AL Pulaski County, MO MD Jacksonville, AR Pyeongtaek, Korea Bath,NY Knoxville, IA Quantico, VA Bay County, FL Leavenworth County, Riverside, CA Bedford, MA KS Sacramento, CA Bellemont, AZ Marietta, GA Salt Lake City, UT Brooklyn, NY Michigan, IN San Diego, CA Consulting Services For Public-Private Partnerships(P3) Page 51 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • Carmichael, CA Miramar, FL Silverdale, WA Castle Point, NY Newington, CT Spokane, WA Charleston, SC Norfolk,VA Tacoma, WA • Colorado Springs, CO Northport News, VA Tampa, FL • Corpus Christi, TX Northport,_NY Valdosta, GA ;County of Honolulu, HI Omaha,NE • !El Paso County,CO 1;Orange County, CA Years of Experience Mr. Shea has 25 years of experience in public private partnership and real estate consulting. Education Master of Science in Real Estate Development,Johns Hopkins Bachelor of Arts in Economics, Loyola College of Baltimore, MD Professional Training Licensed Real Estate Broker • Societies/Speaking Engagements ADC Enhanced Use Leasing public private partnership (P3) Panel ADC Financing public private partnership and Enhanced Use Leasing Projects (P3) ADC Enhanced Use Leasing public private partnership Proposal Forum (P3) ADC Enhanced Use Leasing public private partnership Workshop (P3) University of Maryland Financing public private partnership Projects(EUL and MHPI) University of Maryland public private.partnership Housing Privatization Workshop (P3) University of Maryland Air Force public private partnership EUL and Housing. Privatization Workshop (P3) Multi-housing World 2005 Conference, Housing public private partnerships (P3) United States Air Force Privatization Orientation Workshop, Housing public private partnership (P3) National Association of Home Builders — Builder Show, Housing public private partnership Seminar(P3) Consulting Services For Public-Private Partnerships(P3) Page 52 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'o: THE CONCOURSE'•: g r o u p • Mr. Hertz negotiated development agreements and produced entitlement1 approval material for mixed-use project of a Class-A office building and 390 housing units (78 affordable). He managed the adaptive re-use_of 10.obsolete, publically;owned recreational centers. He directed the creation of long-term strategic transit-oriented development plans for four active railroad yards' averagmg_over 80 acres and evaluated the transit-oriented development: potenrial of property ownedby public agencies; formulated strategic business plans; and created financial models., • Mr. _Hertz prepared development budgets, financial projections, and 'Investment analyses; oversaw legal, architectural, and engineering work; ands; coordinated construction and sales activities for.1,500 multifamily ownership ;units. He promoted projects by for iing_and nurturing networks Of public' entities and civic organizations and actively participating as a member of local: land use commissions and panels. He oversaw the public sector selection process for private developer partners for more than twentypublic=private. partnerships and public property dispositions and conducted market and feasibility analyses, long-range projections, and investment analyses for multifamily housing, office, and retail projects. 'Mr. Hertz hired and directed teams of architects, engineers, attorneys, and financial analysts to produce site plans, architectural plans, engineering. studies, legal documents,and financial studies. He managed the rehabilitation` and adaptive reuse of three historic buildings and coordinated land Use-1; . , planning and development activities with public transit operations, mediated-, among competing interests,and resolved conflicts. He directed the renovation • of a 25,000 square foot office building: Years of Experience 30 years of experience in real estate financing, consulting, and development. Education Master of Science, Real Estate and Urban Development Planning, American University Certificate of Advanced Engineering Study, Cornell University Bachelor of Mechanical Engineering, Cornell University Professional Training LAMBDA ALPHA International, Land Economics Honorary Society US Green Building Council, National Capital Region Chapter Consulting Services For Public-Private Partnerships(P3) Page 54 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used,or disclosed in whole or in part Jr i any purpose other than to evaluate this proposal. THE CONCOURSE'®: • group Armando Fana The Concourse Group LLC a Mr. Armando Fana is a Leader in housing, community and economic development fields. He has extensive managerial and supervisory experience in government and private sector and has professional experience and knowledge in private, public and non-profit sectors. His experience includes training, development and extensive public relations experience in television, print and social media. He has grant proposal writing and rating experience and knowledge and experience in a wide range of market sectors. Agency The Concourse Group Agency Thomas Shea Contact Information tshea @theconcoursegroup.com 410.267.6064 Ext 114 Description 'Programmatic - - • Management and oversight responsibility-for federal, state and local housing and community development funding and programs. • Responsibility for the management of federally_funded economic development,housing and workforce development programs in south' Florida. • Oversight responsibility for U.S. Department of Housing and Urban Development (HUD) programs within the 10 southern counties of ' Florida. — - --- — • Established positive and effective working relationships with local,_ state and federal - goverment officials and _private sector, organizations. • Participated in several national HUD Secretarial initiatives including modifying HUD's strategic planning process and leading a program collaboration effort that was adopted nation=wide.: _ • Served as Interim Director for the San Juan/Caribbean HUD officel. dining—MU-Oh of 2010 and as the Interim Director for the Jacksonville; HUD-Office during the first 3 months of 2014 while maintaining_role as HUD.Miaini_Fie1d Office Director. • Developed Welfare Transition (WT) policies and procedures that increased regional performance by Z1% over a 4-month _period, resulting in maximum contract profitability' •_ Oversaw a_38%improvement in the welfare-entered employment rate: wl►ile improving to the second ranked region in the State Of Florida; • Led local HUD disaster response operations following hurricanes Charley, _Jeanne, Frances and Wilma and assisted with the development of a housing recovery plan for the State of NY following_' Consulting Services For Public-Private Partnerships(P3) Page 55 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'®:g r o u p • Super Storm Sandy. •_ Assisted with housing recovery efforts for the U.S. Coast Guard following hurricane Andrew in Florida and hurricane Marilyn in St. Thomas, U.S.V.1. • Measured customer satisfaction improvements in all managed Programs: - -- - - - - • Experience with reviewing and rating contract proposals and with contract negotiations • Established inter-agency agreements between the South Florida Federal Executive Board and the Florida League of Cities and, established an interagency agreement to serve Welfare Transition eligible refugee entrants in Broward County, FL.. Administrative • • Oversight responsibility for over 100 million dollars in American';' Recovery and Reinvestment Act funding in Southern FL that has led to'economic development and housing opportunities. • Effectively administered office administrative and travel budgets • _ Oversight responsibilities for FHA marketing budgets • Managed the Welfare Transition Program (WTP) and Welfare to,:' Work programs in Broward County, Florida_ • Developed a performance tracking system for the Welfare-Transition: • Program that resulted in increased accountability and performance • Oversight of workforce development contract budgets totaling over • 4.5_milliondollars • planning/Development/Training • • Extensive experience with marketing_ and outreach including conducting media interviews, presentations and speeches. • Worked with Broward County employers to develop employment; opportunities for workforce-development clients. - • _ Organized numerous successful large-scale conferences and training; forums: • Assisted with the development of policies and procedures related to, the newly -initiated welfare reform arid workforce development` programs in Broward County during 1997: • Prepared reports and memorandums that detailed-policy suggestions, Monitoring findings, budget and programmatic analysis. Participated' in transition teams for HUD Deputy Secretary. • Developed monitoring tools and protocols to assist with programmatic; oversight and evaluation of various agencies contracted to provide= services to welfare and workforce development program recipients; • Prepared and conducted trainings, staff meetings and instructions for staff on both programmatic and human resource issues' Consulting Services For Public-Private Partnerships(P3) Page 56 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used or disclosed in whole or in part for any purpose otter than to evaluate this proposal. THE CONCOURSE'®:g r o u p • • Tracked-and evaluated performance for contracted service providers; :while providing feedback and technical assistance for continuous l • improvement • Consistently called upon to lead regional and national teams for HUD;1 program/policy development.' • Oversight responsibility for extensive office renovation projects at the- South Broward One'-Stop Center and Miami HUD Field Office._ Years of Experience Mr. Fana has over 10 years of experience in affordable housing and real estate consulting. Education Bachelors of Science in Business Management,University of Phoenix, Plantation,Florida Campus Associate in Science in International Business Management, Broward Community College, Coconut Creek, Florida Campus Negotiation Strategies and Techniques Certificate, Department of Agriculture Graduate School, Washington DC Affiliations/Honors/Awards Board of Directors, Childnet Board of Directors, Palm Beach County Community Action Agency Former member of the Federal Executive Board Received Federal Executive of the Year Award from Minority Chamber of Commerce Former member of the National Association of Workforce Development Professionals(NAWDP) Received U.S. Coast Guard Achievement Medal and Coast Guard Letter of Commendation Consulting Services For Public-Private Partnerships(P3) Page 57 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p Laurie Roberts The Concourse Group LLC Ms. Roberts is an innovative professional with a proven track record for increasing asset value. An effective solutions implementer who easily interacts with individuals at all levels and motivates team members to produce excellent results. CORE COMPETENCIES Ms. Roberts's core competencies are Fiscal Discipline, Operations Management, Budgeting, Financial Analysis, Asset Management, Leading Teams, Capital Budgeting, Relationship Building, Problem Solving, Renovation Management, Training, Marketing, Conflict Resolution, Policy Development, Lease-Up, Contract Negotiation, Community Evaluation, Project Management, Process Improvement, and Employee Motivation Agency' The Concourse Group Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 Description • Vigorously managed-operations for multifamily housing portfolios of class A, B, and C communities in six states for-owner-operated and fee management companies.. • • _Managed. LIHTC, HOME, conventional,_military, and senior': communities: • Administered 10 major renovation projects for the purpose of market • - - repositioning. Created and implemented numerous relocation, renovation, and marketing/leasing_plans for maximized occupancy and profitability. Project scope ranged from kitchen and bath ,upgrades' for apartments to comprehensive community renovations that improved apartments, buildings, and public spaces. i • Directed the management of two new LIHTC/HOME lease-up communities. She has delivered 100% occupancy on time and on plan:-Created startup budgets and operating plans; managed the: accurate and timely reporting of leasing activity Collaborated with the developer,architect, and construction team to establish_qualify standards for the community then inspected and approved apartments j and buildings from construction. ' • Oversaw program compliance for LIHTC/HOME portfolio, _conducted periodic file reviews, delivered program_guidance and training to site teams,' produced_'quarterly and annual reports for:! investors and compliance monitoring_agencies, collaborated witl . • local housing authority representatives. Consulting Services For Public-Private Partnerships(P3) Page 58 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Goventmet and its representatives and shall not be duplicated.used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • • Developed income strategies to maximize revenue on affordable '; properties to include rental rate analysis and utility rate analysis.. • Developed a successful inspection and REAC preparation program.; that produced a score of 98B on a_property that was historically limited to scores in the seventies. • Managed the U.S. Army's fourth military housing privatization program at Fort-Meade, MD. Developed-41-d-pfeient-ed a winning solicitation submission, then collaborated and created an operations blueprint that was adapted at all future privatization locations. She managed the full startup and stabilization of a 3000-unit portfolio to include hiring, training, procurement and contract negotiation. o Assumed_ full__operational and bottom-line responsibility for portfolio of 3000 units. She demonstrated solid fiscal leadership by preparing and aggressively managing__a $20.5 million operating budget. • -Developed and managed annual operating budgets; developed and managed one, five and ten-year capital improvement plans. • Analyzed monthly financial statements, prepared and presented monthly & quarterly reports, and developed action plans to drive award winning results. • Launched two key programs for the National Apartment Association, Education Institute. She directed the implementation of an instructor training_prograin for the trainers and industry leaders who teach the • Six professional designation programs. It became a mandatory trainer • development course that revolutionized the quality of designation., instruction across the country. Planned 50 education sessions for industry professionals and created a process to improve education/training quality for the industry's largest education conference of more than 5000 attendees. • Developed a startup and mentoring program for new military housing acquisitions.The plan was designed to hire a completely new division of employees, rapidly on-board leadership, infuse.corporate culture,,. and-train in average of fifty to eighty employees,while providing outstanding customer service and a high quality housing_experience from day one.' ~ I • Improved corporate growth opportunities by writing and designing • two separate operations manuals for divisions that had no formal, i Organized-policies-or processes for employees to-be-held accountable.: She was selected to serve on a policy writing team that designed and:-; vetted new policies and procedures. Professional Experience • The Concourse Group: Annapolis, MD, 2015- Present, Senior Portfolio Manager` Consulting Services For Public-Private Partnerships(P3) Page 59 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part/or any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • • Equity Management Columbia, MD, -2010=2015, Regional Management Director _ • Morgan Properties. King of Prussia, PA, 2008-2009, Regional _ Property Manager • National Apartment Association (NAA) Arlington,VA, 2005- 2007, Director of Continuing Education; Instructor' • Picerne Military Housing/Picerne Real Estate Group Warwick,' ; RI,1987 -2005, Community Management Director•, Assistant Vice President; Regional Manager Years of Experience More than 25 years in Assets Management Education Bachelor of Science, University of Rhode Island: Finance, Accounting, Leadership Coursework, Providence College Professional Certifications and Training Certified Defense Privatization Manager(CDPM) Accredited Residential Manger(ARM) Certified Property Manager Candidate (CPMC) Completed Spectrum Tax Credit Specialist training(C3P) Professional Affiliations Property Management Association Maryland Multi Housing Association Apartment Association of Greater Memphis . National Apartment Association Professional Housing Management Association Association of the United States Army Consulting Services For Public-Private Partnerships(P3) Page 60 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated.used.or disclosed in whole or in pert for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • John Pulito The Concourse Group LLC John Pulito is a published economist. At Concourse, he develops detail mathematical and statistical models to solve real world problems and assist clients to make optimal decisions by evaluating the quantifiable costs and qualitative or costs and benefits of alternative scenarios. Agency! ; The Concourse Group' Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 Description !Mr. Pulito's experience includes implementing and testing- estate financial data for public sector clients. The decision support systems Mr Pulito developed,contributed to the streamlining and programming of a$600; million rent program and a $125 million five-year capital plan;conducted present value analysis and made financial recommendations, both of which allowed leadership the ability to maximize the value-of the client s budget in the now fiscally constrained environment. Mr. Pulito _provided;! `recommendations based on financial implications derived through net present_Value/real_estate life cycle cost analysis. Mr. Pulito also developed and maintained a forecasting model which provided the ability to understand future budget requirements within parameters,and developed a capital planning'proce-s which defined financial :requirements for various operating budgets based on captured project cost estimates which were analyzed, evaluated,and then reconstituted into at annual program of requirements Years of Experience: 5 years experience as an economist Education Masters Degree in Economics from George Mason University(Cum Laude; fully-funded graduate fellow) Bachelors Degree in Business Administration from Duquesne University(Magna Cum Laude). Consulting Services For Public-Private Partnerships(P3) Page 61 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • Kate Lanigan The Concourse Group LLC Kate Lanigan is a versatile multifamily professional with experience in LIHTC underwriting,asset management (debt & equity), financial analysis, real estate development, construction and rehab oversight, and project management. Agency The Concourse Group Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 'Description, GREYSTONE SERVICING CORPORATION, INC.- (2009 — 2014). ,Underwriter/Senior Asset Manager-Special Servicing • • Responsible for underwriting affordable product multifamily loans_ for Fannie Mae purchase, which included thorough analysis of 1 property operations, market data and comparable properties, borrower's experience and financials. Formerly responsible for the., management and resolution of defaulted Fannie Mae DUS loans.'; Worked directly with borrowers and Fannie Mae staff to structure an outcome which minimized losses. Engaged appraisers,engineers and;; brokers for third-party feports• SUNAMERICA AFFORDABLE HOUSING PARTNERS, INC (2005: — 2009)-Assistant-Vice_President-Acquisitions, • Conducted due-diligence analysis and underwriting of multifamily:' • deals for the purchase of Low Income Housing Tax Credits(LIHTC) • by SunAmerica. Closed deals in excess of$200MM in Tax Credits,:' most of which had layeied financing_(HOPE VI funds, FHA', mortgage insurance and multiple layers of soft debt in addition to hard debt). Responsible for detailed financial analysis, pro forma budget and operating_statement analyses as well as market' assessments: KATHLEEN L. LANIGAN, MBA:(2004-2005) - CMBS Asset_M_anager, Reilly Mortgage_Group, In (currently Wells Fargo Mortgage) • Provided contract asset management services for a portfolio of loans secured by real estate leased to Kmart. Achievements included the,' successful disposition of two foreclosed properties (REO's) Consulting Services For Public-Private Partnerships(P3) Page 62 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • following Kmart s bankruptcy filing, and_participation in data integrity projects involving commercial loan documents.. Fannie Mae, Washington, DC (2001-2004) - S enior Asset Manager,! Multifamily Debt Asset Management. - • Responsible for credit risk analyses on modifications to Fannie Mae security interests in multifamily_ loans, including restructures of borrowing_entities, partial releases of security, condemnations, easements, and insurance waivers: • Developed Action Plans for under=performing multifamily loans on the Fannie Mae watch-list. • KSI SERVICES, INC, Vienna, VA (2000-2001)- Development Director. •_ Managed the financial structuring. and pre-development of an acquisition/redevelopment Low Income Housing_Tax Credit,• (LIHTC) deal in Silver Spring, MD. This mixed-finance deal Tax Exempt Bonds issued by the Com munity_ Development ! Administration of Maryland, HUD mortgage insurance and mortgage financing from Montgomery County) consisted of 220 rental units. and_also required.the formation of a legal partnership with_the • existing Tenants Association: FREDDIE MAC, McLean VA (1996-2000), - Asset Management;_ /Resolution Specialist • Negotiated 106 workouts on defaulted loans secured by multifamily: • assets nationwide. Workout strategies included._rate and te_rm_ restructures,debt bifurcation, foreclosures and REO sales._ . • • Achieved average return of 112% of net carrying value on REO'sl! sold.- Education MBA, Business Administration, University of Baltimore, Baltimore, MD BS, Botany, University of Maryland, College Park, MD Consulting Services For Public-Private Partnerships(P3) Page 63 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part/or any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • Clarence Watson The Concourse Group LLC COMMERCIAL REAL ESTATE STRATEGIST AND FINANCIAL ANALYST • Industry Experience: Commercial Real Estate, CMBS & GSE Special Servicing, LIHTC Investments, Municipal Investment Banking • Strategy Experience: Distressed CRE Asset Management, Value-Add Strategy & Execution, Loan Workouts, Client Management • Skill Set: CRE valuation, Credit Risk Analysis, IRR & NPV analysis, Underwriting, Excel/Argus modeling Agency The Concourse Group Agency Contact Thomas Shea Information tshea @theconcoursegroup.com • 410.267.6064 Ext 114 Description The Concourse Group LLC:—:Washington DC 2015 - Present 'BERKELEY POINT CAPITAL-LLC —Bethesda,,MD 2012—2015 Asset !Manager.—Special Asset Management Asset manage multi-family properties and execute servicing strategies to mitigate credit risk,restructure loans, and reduce investor loss: • Autonomously asset manage a $289MM (5,077 unit) portfolio of Fannie Mae loans via loan agreement enforcement, loan restructuring to mitigate investor loss and strategy executions to drive collateral maintenance and value recovery • Developed and implemented a department-wide asset v aluation' model in 2013. Trained staffs on the model to standardize expedite: and_facilitate managers valuation of portfolio assets • Authored, updated, and developed compliance procedures for the:. Servicing Policy and Procedures Manual for the department; • Develop actions plans and workout recommendations for high risk loans to mitigate potential losses !MTAG SERVICES, LLC — Vienna, VA 2011 — 2012 Asset Manager - Portfolio'Management: • Portfolio managed securitized real estate tax liens, loss=mitigation) and foreclosure and disposition strategies, • Managed third-party brokers, and attorneys to coordinate asset; foreclosure strategies and disposition plans for 800 tax liens totaling7i • $15MM in redemptive principal value for residential and. commercial properties secured by New York-2010 Tax Lien 2010 . A Trust Consulting Services For Public-Private Partnerships(P3) Page 64 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • • Maximized total return of mature tax lien portfolios via lien redemptions, foreclosures and disposition efforts • Authored annual report for internal senior management,City of New York's Department of Finance and its financial advisers to detail the asset plan's annual successes and strategy adjustments to achieve projected annual returns and liquidation projections • Projected portfolio tax lien redemptions, managed portfolio cash flow, foreclosures and disposition strategies CWCAPITAL ASSET MANAGEMENT LLC—Washington, DC 2006— 2010 Associate Asset Manager—REO Asset Management: 2008 - 2010 Asset managed distressed commercial properties (office, multi-family, & retail)and executed dispositions for the highest NPV benefit • Co-managed a distressed asset portfolio of 30+ properties in the Midwest, Southwest, Mid-Atlantic, and New England markets for a combined total over$510MM in securitized debt and 3.5MM SF • Co-managed disposition of distressed commercial properties ranging from $1MM to $100MM in loan value • Total Disposition Experience $92MM, (all product types excluding hotels) • Authored and presented business cases to sr. credit committee to recommend asset disposition strategies, repositions, value-add or collateral recovery plans (via hold/sell scenarios) to secure the highest probable NPV return for CMBS Trusts investors • Modeled property valuations, operating budgets, waterfall provision, and value-add scenarios based on property financials, capital plans, loan and securitization documents to recommend disposition strategies to maximize investor return Performing Loan Analyst—Performing Loans: 2006 -2007 Serviced CMBS transactions to maintain assets' risk profile, generate fee income, and ensure REMIC and loan document compliance • Re-underwrote loans and negotiated loan document modifications, loan assumptions, transfers, leases, SNDAs, and analyzed polling and servicing agreements, and management agreements, to assess loan risk profiles for$1.5B CMBS loans HOMESTEAD CAPITAL—Portland, OR 2004—2005 Equity Investments Manager: Promoted Homestead Capital to developers of affordable multi-family housing in Washington State to originate equity financings • Tripled the real estate investment opportunity pipeline from$50MM to $150MM for the company's Washington State market Consulting Services For Public-Private Partnerships(P3) Page 65 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Govenunent and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose otter than to evaluate this proposal. THE CONCOURSE'::g r o u p • • Se cured the firm's largest_equity financing ($12MM) as of 2 006, a 4% LIHTC project with tax_exempt bonds for the Quintessa Apts: • Successfully lobbied Washington State 'legislatures to advocate increasing_the Washington State Housing Trust Fund to$100MM • _Negotiated deal points regarding the financing_ structures, fees, timing of capital contributions, and project quality with developers • Authored /presented investment memorandums for senior management approval and generated pre-development loan opportunities. PIPER JAFFRAY-&CO..—Houston, TX 2001-2004 Junior Associate Investment Banker—Public Finance:: Analyzed clients' debt portfolio to generate refinancing and new money• :financing structures for municipal bond issuers, • Deal Experience - Co & Lead Manager Roles: Texas and New Mexico State, City&`A enc Clients: $2.5B g y -- - • Developed refinancing structures and debt capacity analyses _for- municipal clients to create revenue-generating opportunities • Modeled financings and authored flip books detailing fixed rate municipal bonds and derivatives(i.e.BMA and%of LIBOR Swaps)_ •- Co-managed transactions with senior banker 'by reviewing bond • documents, structural options with bond counsel and assisted in client relationship management of bond issuer's staff and executives; Previous Positions ;Watson Advisory Services- Portland,OR (20.04-05): Advised developers on tax-credit allocation:process and development prospects Public Financial Management, LLC — San Francisco, CA (2000-01): Advised on $700MM municipal new money&refunding financings; • • `Countrywide Home Loans BanlcruptcyClaims'—Dallas, TX 2000 !Equity Research Intern Institutional Equity Management, Bank of New ! York.—New York, New York(Summer 1998)' iBusiness Development Intern, Overseas Private Investment Corporation ;Washington, DC-G-997719981 • ;Claims Adjuster Intern, Progressive Insurane:—Woonsocket, Rhode Island ;(Summer 19951 Consulting Services For Public-Private Partnerships(P3) Page 66 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part hr an purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • Years of Experience 20 years in commercial real estate and finance Education Bachelor of Business Administration, Finance from Howard University, Washington, D.0 Continuing Education Courses: Yale University-Open Yale Courses: ECON 159 Game Theory Organizations and Designations Urban Land Institute, Institute of Real Estate Management, Certified Commercial Investment Member: Designation Anticipated 2014 Consulting Services For Public-Private Partnerships(P3) Page 67 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • Jack Reutemann The Concourse Group LLC SENIOR MULTI-FAMILY/AFFORDABLE /MIXED USE PROJECT EXECUTIVE Development and Acquisitions/Construction/Management/ Project Finance/Operations • Directed the development of over 3,000 multifamily/affordable/mixed use units • Extensive experience in affordable housing • Acquired and/or financed over$1.5 billion of properties • Strong multifamily operations experience with staff supervision • Oversee construction management thru final close out • Identify, acquire and develop projects Nationwide as well as DC Metro areas • Expert in development feasibility analysis and project finance • Broad experience in zoning and site plan approvals • MBA Degree, Degreed Civil Engineer, CPA Certification Agency The Concourse Group; Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 !Description Development Officer 2010 To 2016: Silverwood Companies,Reston VA(Mixed Use and Affordable Real Estate, Developer) ----- - -- - - ---- - ---- - - ---- - --- -- Dev _- 'Development Officer reporting directly to the President,Identified new land 'development and rehabilitation projects for mixed use and affordable 'developments. Sourced effers and negotiated-With—property--64ii-e--r-§-:-Pfeialed.,1 feasibility analyses for apartment,_;condo, and mixed use projects. Managed! dew pment'projects'with P&L responsibility • Managed Project -teams to including Zoning Attorneys, Arehitects,l Engineers, and General Contractors • • Supervised successful entitlement and close out of 400 unit multifamily'' 'project, Montgomery County' • Prospected,analyzed,achieved winning proposal for 200 unit mixed use RFP,Arlington County_ _ • Sourced apartment acquisition and development sites in new Tysons Comer zoning plan' • - Extensive background in Metro Wash markets' including Fairfax Arlington,and_Montgomery=Counties Executive Project Consultant 2015- Consulting Services For Public-Private Partnerships(P3) Page 68 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: group • The National Housing Trust, Georgetown DC Lean VA (Non Profit Affordable Housing Development and Acquisitions) Development Officer working in consulting capacity. Research and identify target market areas for affordable projects in development and acquisitions. Source direct and brokered opportunities for new and existing projects. Manage development projects with P&L responsibility. • Prospect/source specific offers and negotiate with property owners. • Prepare detailed feasibility analyses for apartment,condo,and mixed use projects. • Negotiate binding purchase and construction contracts • Proven team leader for design, engineering, and legal consultants • Responsible as developer representative at County hearings and coordinated all consultants • P&L Responsibility for Financial/Market Underwriting Analysis for projects Nationwide Executive Project Consultant 2007 To 2009 JVR Associates, McLean VA(Real Estate Consulting) Principal Consultant providing wide range of services to real estate developers and property owners. Multifamily services include: site prospecting and selection, acquisition due diligence, zoning analysis, market research, construction budgeting, development feasibility analysis, and equity/debt placement services. • Led team effort to acquire and entitle 255-unit apartment tower, Washington, DC • Directed predevelopment, land planning, marketing, and government relations,-Fort Howard, Baltimore • Directly managed all aspects of the land development project-Fort Bliss , El Paso • Prospected and qualified over 300 institutional equity investors for land development projects • Recapitalized 2,300 unit multi-family portfolio • Planned and Implemented Property Management Company start-up Project Executive 2002 To 2007 Potomac Yard LLC subsidiary of Crescent Resources LLC, Arlington VA (Real Estate Development) Completed project specific tasks for urban mixed-use project which was formerly a rail yard next to Reagan National Airport. Uses included townhouses, apartments, hotels, retail, and office. Crescent Resources was the master developer of this project. • Led team effort to obtain site plan approvals—480,000 sf and 460,000 sf multifamily projects. Consulting Services For Public-Private Partnerships(P3) Page 69 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part fin-any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • • Project and construction management for One Potomac Yard - 640,000 sf. • Responsible as developer representative at County hearings and coordinated all consultants. • Developed transaction-oriented network of brokers, landowners, attorneys, architects and engineers. • Underwrote, acquired and sold Retail Shopping Center - $26 million profit. • Obtained LEED Gold Rating Operating Officer 1998 To 2001 Horning Brothers, Washington DC (Property manager/Developer with multi-family and retail operations) Senior Officer reporting directly to the CEO, directed operations, development, and finance with additional oversight for Human Resources,MIS functions,cash flow analysis, and all reporting for 30+ entities. Located project capital, including public/private sources, and negotiated deal structures with lenders and investors. • Land acquisition, mixed use redevelopment/construction of Tivoli Theatre, 130,000 sf(mixed use) • Land acquisition, development/construction of Baker Place Apartments, 302 units, Frederick, MD • Prepared and negotiated successful bid proposal for downtown multifamily project, $130 million cost • Raised $65 million in project financing from both institutional and private investors • Established new banking relationships and negotiated multimillion dollar corporate line of credit. Career Notes: Previously held positions of Chief Financial Officer and Development & Acquisitions Director at Mansur Investment Services, Mason Hirst and Aimco (previously NHP, Inc). Negotiated $90M debt discount, led site planning, construction, and sales for 3 land developments, conducted extensive due diligence, and negotiated more than $200M in joint ventures. Education MBA/Finance &Accounting, University of Chicago BS/Civil Engineering & BA/Economics, University of Pennsylvania, (cum laude) Certified Public Accountant, District of Columbia Consulting Services For Public-Private Partnerships(P3) Page 70 For Workforce/Affordable Housing Projects REP#: RFQ 2016-097-10 CONFIDENTIAL - This proposal includes cluta that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • Chris Haley The Concourse Group LLC Agency The Concourse Group Agency Thomas Shea Contact tshea@theconcoursegroup.com Information 410.267.6064 Ext 114 Description 16-Present The Concourse Group,LLC Provide systemic and programmatic advice to senior Government officials to achieve program objectives and facilitate execution and management of public private development projects. Provide leadership and guidance to staff on large scale public private real estate projects. Led negotiations for clients on $100 million in real estate and development transactions. Basile Baumann Prost Cole&Associates,Inc. 10 to 15 Executive Vice President-Provided project and programmatic advice to senior Government officials to achieve program objectives and facilitate execution and management. Provided leadership and management to staff on large scale real estate projects. Overall management of programs including, but not limited to, staffing, scheduling, client interface, and negotiations. Led negotiations for clients on more than $2 billion in real estate and development transactions. 07 to 10 Vice President- Provided advice to Government officials to achieve project and program execution. Led negotiations for clients on more than$3 billion in real estate and development transactions. Developed custom"best in class"portfolio monitoring and performance metrics for client portfolio. 02 to 07 Senior Associate - Provided oversight and business advice to public sector clients on large real estate and development deals entailing soliciting private developer interest and leading negotiations with the development community, local municipalities, and lending Consulting Services For Public-Private Partnerships(P3) Page 71 For workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • institutions. Led negotiations for clients in excess of$2 billion in real estate and development transactions. 00 to 02 Associate - Developed and conducted feasibility and financial analysis regarding construction and development costs, utility costs, property tax analysis and manipulating financial models. Conducted market analysis studies on a variety of real estate markets nationwide. Cambridge International 97 to 00 Director - Directed Maryland division of Company. Managed $30 million in annual revenues and a staff of 45 employees. Forecasted revenue and EBITDA, approved operating budgets, attended annual board meetings, and met with venture capitalists in anticipation of public issuance. 95 to 97 Department Manager - Guided and assisted team leaders in executing their business plans and mentoring their staff. 94 to 95 Team Leader-Managed sales and support staff. Managed profit and loss, wrote annual business plan, developed the staff and expanded the business. 93 to 94 Outside Sales—Conducted meetings with large and small companies throughout the North America. 'Negotiated blanket contracts with companies such as General Electric, Ford, PepsiCo, Owens Corning, Southern Company, and many others. Awards,Achievements, and Organizations: Salisbury Rugby—Captain 91 and 92 Professional Housing Manager's Association Published Author Special Olympics Volunteer Real Estate Licensee (Exam at age 17) Youth Football Coach (AAFYA) Financial Management Association Youth Basketball Coach (Queen Anne's County) Education Salisbury University B.S., Finance and Marketing(Double Major) May 1992, Cum Laude Delta Mu Delta(Business Honors Society) Consulting Services For Public-Private Partnerships(P3) Page 72 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • Jonathan Rutman The Concourse Group, LLC Mr. Rutman is a Real estate professional with 10 years of experience providing comprehensive real estate strategic advisory services, including performing complex financial analyses, transaction and asset management and providing development advisory services. Mr. Rutman is experienced in evaluating all major asset classes, including industrial, office, retail, hospitality, multi-family, large scale single family rental portfolios and government-owned real estate assets. His expertise, representing clients and working with developers, spans the entire development process, from initial feasibility analyses and site selection, through financing and ultimately project closeout. Mr. Rutman's experience includes providing advisory services for public and private sector clients such as Bank of America, General Motors, Goodwill Industries, Genentech, Department of Navy and Department of Veterans Affairs as well as other public agencies and for-profit entities. CORE COMPETENCIES Due Diligence and Financial Analysis Transaction Management • Complex financial modeling/ • Solicitation document development sensitivity • Solicitation response / developer • Feasibility& Highest and Best Use evaluation studies • Transaction management/negotiation • Development&operating budget review Asset Management Development Advisory Services • Portfolio performance review • Capital structure review/alternative • Reporting tool creation/reports structures • Key performance metrics • Development Agreement review identification • Review and Monitor development timelines Agency The Concourse Group` Agency Thomas Shea Contact tshea @theconcoursegroup.com Information 410.267.6064 Ext 114 ;Description SELECT-EXPERIENCE _ IVlilitary Housing Privatization Initiative (MHPI)—Department of Navy,'.; oN Special Ventura Acquisition-(SVA) • ■Provided technical advisory services for all aspects' of family housing,1 privatization development projects including concept development,preparing Consulting Services For Public-Private Partnerships(P3) Page 73 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated,used,or disclosed in whole or in part for any putpose other than to evaluate this proposal. THE CONCOURSE':: g r o u p • solicitations/source selection, conducting exclusive _negotiations,' underwriting,command approval and financial closing Responsibilities include: • Conduct project due diligence such as market research to determine • existing private sector housing supply and asking_ rents, demand analysis, review of pipeline projects etc.; • Assess financial health and credit worthiness Of large scale real estate projects and participate in the bond financing_process. • Conduct financial analyses for compliance with Department of Defense financial policies and leverage requirements.. • • Provide post-award portfolio asset management.: • Review of / recommendations for construction change order and construction modification packages for_proposed work outside the Original design/build or construction management agreement • Monitor development timeline milestones • Review cash flow splits and distributions for consistency with agreed ' upon initial development period(IDP) waterfall.'. • Resident Energy Conservation Program Support. • !Enhance-Use Leasing'- Building Utilization Revie w and Repurposing, (BURR)-Department Of Veterans Affairs • Functioned as Project Manager to assist the Department of Veterans Affairs: . (VA) in the execution of enhanced use lease transactions at multiple locations nationwide. These transactions were part of the VA's Building Utilization Review and Repurposing(BURR) Initiative. The developers;under the EUL were responsible for financing designing, developing,_operating, and maintaining the EUL facilities in accordance with detailed development plans approved by the VA. Multiple transactions closed within VA's required': timelines and are currently under construction. Transaction management servicesincluded: Program Development and Implementation Support Services _ • Identifying and recommending underutilized assets and potential EUL' opportunities; • Recommend implementation strategies • Perform site survey to analyze feasibility of structural repurposing from the building's current state to permanent housing for homeless Veterans • • Research and report detailed development data and cost estimations utilizing a wide array of data sources• Develop operating cost and revenue projections through extensive economic-arid-Market analytical evaluation • Provide development feasibility of additional homeless veteran housing locations Consulting Services For Public-Private Partnerships(P3) Page 74 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not he disclosed outside the Government and its representatives and shall not he duplicated.used,or disclosed in whole or in part fbr any purpose other than to evaluate this proposal. THE CONCOURSE':: • group ' • Assist in developer selection by evaluating corporate credentials,, capabilities, and qualifications in order to select the best qualified, offeror. . • Support project from solicitation through the award process and: financial closing` • Identify and understanding stakeholder issues and recommend'. strategies to address them • • Development of briefings and analyses: Feasibility/Concept Development and Deal Negotiation Services _ • Conduct pro forma, Highest and Best Use and other financial analyses; •_ Prepare and review transaction documents. o Develop Request for Proposal (RFP) and supporting solicitation documents • Update and monitor the transaction documents including Enhanced! Use Lease, schedules and milestone dates for preparing or obtaining each draft document and final legal documents • Review facility design and construction documents Development Advisory Services • Development Agreements: conduct reviews, analyses and negotiation • of business terms and conditions for the construction and operation of structures on property leased from federal • Research proposed development teams (developer, construction: manager/general contractor, architect, engineers, env ironm ental' consultants;etcs) for capacity and necessary experience • Manage teams with clients, contractors _(i.e. appraisers and: environmental specialists)and selected development teams(including: developer,architect, engineers,-etc.)_ _ • Coordination_of_stakeholders (including federal and municipal. : agencies, local planning departments, development team members, financing entities, rating agencies, appraisers, etc.), _ • Ensure all preconstruction agreements are completed on schedule priori to the execution of a ground lease and prior to the closing of financing` ' • Construction budget (GMP) &Development pro forma review and' approval, work with architectural team to explore value engineering. opportunities when necessary • Zoning/ land use control compliance 1 • Development timeline review/approval • ;Architectural review throughout the design process•- design review; , to ensure compliance with construction specifications including uni unit size,amenities, site design, LEED, • Fire/Police services Memorandum of Understanding(MOU)and other; municipal MOUs: Consulting Services For Public-Private Partnerships(P3) Page 75 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not be duplicated,used,or disclosed in whole or in parr for any purpose other than to evaluate this proposal. THE CONCOURSE'::g r o u p • • Utilities.-ownership&maintenance agreements/access agreements/ extension_agreements/easements etc. • Environmental.review— Phase 1& 2_ E n v ironm ental.Site assessm ents and_other site conditio n evaluations • Historic / Cultural preservation evaluation — State Historic; Preservation Officer(SHPO)coordination when required • • Financing_plan/capital structure review/.propose alternative financial. structures' _ • Lease-up and tenant selection plans/timeline review • • Renovation/Recapitalization Plan review _ _ _ • Operating budget review Years of Experience: Over 10 years' experience in providing comprehensive real estate strategic advisory services Education Master of Science in Real Estate, Concentration in Finance and Investment,New York University - Schack Institute of Real Estate, New York, NY Bachelor of Arts, Major: Recreation & Outdoor Education, Emphasis in Leadership and Instruction, Western State Colorado University, Gunnison, Colorado Consulting Services For Public-Private Partnerships(P3) Page 76 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that she!l not be disclosed outside the Government and its representatives and shall not be duplicated.used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. THE CONCOURSE'•:g r o u p • TAB 5 - ATTACHMENT 1 - APPENDIX A Consulting Services For Public-Private Partnerships(P3) Page 77 For Workforce/Affordable Housing Projects RFP#: RFQ 2016-097-KB CONFIDENTIAL - This proposal includes data that shall not be disclosed outside the Government and its representatives and shall not he duplicated.used.or disclosed in whole or in part for any purpose other than to evaluate this proposal. APPENDIX A MIAMBEACH Response Certification , Questionnaire & Requirements Affidavit RFQ NO. 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS ( P3) FOR WORKFORCE HOUSING INITIATIVE PROCUREMENT DIVISION 1700 Convention Center Drive Miami Beach, Florida 33139 RFQ 2016-097-KB 16 I Solicitation No: Solicitation Title: 2016-097-KB FOR CONSULTING SERVICES FOR PUBLIC-PRIVATE PARTNERSHIPS (P3)FOR WORKFORCE HOUSING INITIATIVE _ Procurement Contact: Tel: Email: KRISTY BADA 305-673-7490 X6218 KRISTYBADA @MIAMBEACHFL.GOV STATEMENTS OF QUALIFICATIONS CERTIFICATION, QUESTIONNAIRE & REQUIREMENTS AFFIDAVIT Purpose: The purpose of this Response Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposals of certain solicitation and contractual requirements, and to collect necessary information from Proposals in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. This Statement of Qualifications Certification, Questionnaire and Requirements Affidavit Form is a REQUIRED FORM that must be submitted fully completed and executed. 1. General Proposer Information. FIRM NAME: The Concourse Group,LLC No of Years in Business: No of Years in Business Locally: 15 Pending Award OTHER NAME(S)PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: Concourse Advisory Group,LLC FIRM PRIMARY ADDRESS(HEADQUARTERS): 2553 Housley Rd.Suite 100 CITY: Annapolis STATE: ZIP CODE: Maryland 21401 TELEPHONE NO.: 410-267-6064 TOLL FREE NO.: FAX NO.: 410-267-7406 FIRM LOCAL ADDRESS: 350 Lincoln Rd. (Pending Award) CITY: Miami Beach STATE: ZIP CODE: Florida 33139 PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: John Benton ACCOUNT REP TELEPHONE NO.: 410-267-6064 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: jbenton @theconcoursegroup.com FEDERAL TAX IDENTIFICATION NO.: 77-0615469 The City reserves the right to seek additional information from proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals,client information, financial information, or any information the City deems necessary to evaluate the capacity of the proposer to perform in accordance with contract requirements. RFQ 2016-097-KB 17 1. Veteran Owned Business.Is Pro oser claiming a veteran owned business status? YES x NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government,as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest.All Proposers must disclose,in their Proposal,the name(s)of any officer,director,agent,or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s)of any officer, director, agent, or immediate family member (spouse,parent,sibling,and child)who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten(10%) percent or more in the Proposer entity or any of its affiliates 3. References&Past Performance.Proposer shall submit at least three(3)references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name&Title,3)Address,4)Telephone,5)Contact's Email and 6)Narrative on Scope of Services Provided. 4. Suspension,Debarment or Contract Cancellation.Has Proposer ever been debarred,suspended or other legal violation,or had a contract cancelled due to non-performance by any public sector agency? YES X NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with,and shall be subject to any and all sanctions, as prescribed therein,including disqualification of their Proposals,in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach. 6. Code of Business Ethics. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics("Code")and submit that Code to the Department of Procurement Management with its proposal/response or within five (5)days upon receipt of request.The Code shall, at a minimum, require the Proposer,to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall submit firm's Code of Business Ethics. In lieu of submitting Code of Business Ethics, Proposer may submit a statement indicating that it will adopt,as required in the ordinance,the City of Miami Beach Code of Ethics,available at www.miamibeachfl.gov/procurement/. RFQ 2016-097-KB 18 7. . Living Wage. Pursuant to Section 2-408 of the Miami Beach City Code, as same may be amended from time to time, Proposers shall be required to pay all employees who provide services pursuant to this Agreement,the hourly living wage rates listed below: 0 Commencing with City fiscal year 2012-13(October 1,2012),the hourly living rate will be$11.28/hr with health benefits,and$12.92/hr without benefits. The living wage rate and health care benefits rate may, by Resolution of the City Commission be indexed annually for inflation using the Consumer Price Index for all Urban Consumers(CPI-U)Miami/Ft.Lauderdale, issued by the U.S. Department of Labor's Bureau of Labor Statistics. Notwithstanding the preceding,no annual index shall exceed three percent(3%).The City may also,by resolution,elect not to index the living wage rate in any particular year, if it determines it would not be fiscally sound to implement same(in a particular year). Proposers'failure to comply with this provision shall be deemed a material breach under this proposal, under which the City may, at its sole option, immediately deem said Proposer as non-responsive, and may further subject Proposer to additional penalties and fines, as provided in the City's Living Wage Ordinance, as amended. Further information on the Living Wage requirement is available at www.miamibeachfl.gov/procurement/. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees to the living wage requirement. 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners.When awarding competitively solicited contracts valued at over$100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, to provide"Equal Benefits"to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a Contractor who work within the City limits of the City of Miami Beach, Florida;and the Contractor's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES x NO Not applicable, LLC has less than 50 employees B. Does your company provide or offer access to any benefits to employees with(same or opposite sex)domestic partners*or to domestic partners of employees? YES X NO Not applicable, LLC has less than 50 employees C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. Not applicable, LLC has less than 50 employees BENEFIT Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached)with all necessary documentation.Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at www.miamibeachfl.gov/procurement/. RFQ 2016-097-KB 19 9. Public Entity Crimes.Section 287.133(2)(a), Florida Statutes,as currently enacted or as amended from time to time,states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal,proposal,or reply on a contract to provide any goods or services to a public entity;may not submit a proposal, proposal,or reply on a contract with a public entity for the construction or repair of a public building or public work;may not submit proposals,proposals,or replies on leases of real property to a public entity;may not be awarded or perform work as a contractor, supplier,subcontractor,or consultant under a contract with any public entity;and may not transact business with any public entity in excess of the threshold amount provided in s.287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor.list. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees with the requirements of Section 287.133, Florida Statutes,and certifies it has not been placed on convicted vendor list. 10. Non-Discrimination.Pursuant to City Ordinance No.2016-3990,the City shall not enter into a contract with a business unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a)of the City Code, including the blacklisting,divesting from,or otherwise refusing to deal with a person or entity when such action is based on race,color,national origin,religion, sex,intersexuality,gender identity,sexual orientation,marital or familial status,age or disability. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. 11. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida, prohibits official City travel to the states of North Carolina and Mississippi,as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: No additional submittal is required. By virtue of executing this affidavit document, Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. 12. Financial Capacity.At the request of the City,each proposer shall arrange for Dun&Bradstreet to submit a Supplier Qualification Report(SQR)directly to the Procurement Contact named herein. If the SQR is requested, proposal will not be considered without receipt,by the City,of the SQR directly from Dun&Bradstreet.The cost of the preparation of the SQR shall be the responsibility of the Proposer.The Proposer shall request the SQR report from D&B at: https://supplierportal.dnb.com/webapp/wcs/storeslservletlSupplierPortal?storeld=11696 Proposals are responsible for the accuracy of the information contained in its SQR. It is highly recommended that each proposer review the information contained in its SQR for accuracy prior to submittal to the City and as early as possible in the solicitation process. For assistance with any portion of the SQR submittal process, contact Dun & Bradstreet at 800-424-2495. The City may seek,and require the Proposer to submit,any additional information it deems necessary to evaluate Proposers financial capability,including(but not limited to)annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years and third-party data regarding financial capacity. 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation.This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addendum may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 If additional confirmation of addendum is required,submit under separate cover. RFQ 2016-097-KB 20 DISCLOSUREAND,DISCLAIMER.SECTION The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the"City")for the recipient's convenience. Any action taken by the City in response to Statement of Qualifications made pursuant to this solicitation,or in making any award,or in failing or refusing to make any award pursuant to such Statement of Qualifications, or in cancelling awards, or in withdrawing or cancelling this solicitation,either before or after issuance of an award,shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving Statement of Qualifications, may accept or reject Statement of Qualifications,and may accept Statement of Qualifications which deviate from the solicitation,as it deems appropriate and in its best interest. In its sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting Statement of Qualifications in response to this solicitation. Following submission of Statement of Qualifications, the applicant agrees to deliver such further details, information and assurances, including financial and disclosure data, relating to the Statement of Qualifications and the applicant including, without limitation, the applicant's affiliates,officers,directors,shareholders,partners and employees,as requested by the City in its discretion. The information contained herein is provided solely for the convenience of prospective Proposals. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete.The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents,or on any permitted communications with City officials, shall be at the recipient's own risk.Proposals should rely exclusively on their own investigations,interpretations, and analyses.The solicitation is being provided by the City without any warranty or representation,express or implied, as to its content, its accuracy,or its completeness. No warranty or representation is made by the City or its agents that any Statement of Qualifications conforming to these requirements will be selected for consideration, negotiation, or approval. The City shall have no obligation or liability with respect to this solicitation,the selection and the award process,or whether any award will be made.Any recipient of this solicitation who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer,is totally relying on this Disclosure and Disclaimer,and agrees to be bound by the terms hereof.Any Statement of Qualifications submitted to the City pursuant to this solicitation are submitted at the sole risk and responsibility of the party submitting such Statement of Qualifications. This solicitation is made subject to correction of errors, omissions,or withdrawal from the market without notice. Information is for guidance only,and does not constitute all or any part of an agreement. The City and all Proposals will be bound only as, if and when a Statement of Qualifications, as same may be modified, and the applicable definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of the definitive agreements executed among the parties.Any response to this solicitation may be accepted or rejected by the City for any reason,or for no reason,without any resultant liability to the City. The City is governed by the Government-in-the-Sunshine Law, and all Statement of Qualifications and supporting documents shall be subject to disclosure as required by such law. All Statement of Qualifications shall be submitted in sealed proposal form and shall remain confidential to the extent permitted by Florida Statutes, until the date and time selected for opening the responses. At that time, all documents received by the City shall become public records. Proposals are expected to make all disclosures and declarations as requested in this solicitation. By submission of a Statement of Qualifications,the Proposer acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in the Statement of Qualifications, and authorizes the release to the City of any and all information sought in such inquiry or investigation. Each Proposer certifies that the information contained in the Statement of Qualifications is true,accurate and complete,to the best of its knowledge,information,and belief. Notwithstanding the foregoing or anything contained in the solicitation,all Proposals agree that in the event of a final unappealable judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this solicitation, or any response thereto, or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon and liquidated damages.The previous sentence, however, shall not be construed to circumvent any of the other provisions of this Disclosure and Disclaimer which imposes no liability on the City. In the event of any differences in language between this Disclosure and Disclaimer and the balance of the solicitation, it is understood that the provisions of this Disclosure and Disclaimer shall always govern. The solicitation and any disputes arising from the solicitation shall be governed by and construed in accordance with the laws of the State of Florida. RFQ 2016-097-KB 21 • PROPOSER:CERTIFICATION I hereby certify that: I, as an authorized agent of the Proposer , am submitting the following information as my firm's proposal; Proposer agrees to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation,all attachments,exhibits and appendices and the contents of any Addenda released hereto, and the Disclosure and Disclaimer Statement; proposer agrees to be bound to any and all specifications, terms and conditions contained in the solicitation, and any released Addenda and understand that the following are requirements of this solicitation and failure to comply will result in disqualification of proposal submitted; Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; all responses, data and information contained in this proposal, inclusive of the Statement of Qualifications Certification, Questionnaire and Requirements Affidavit are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Thomas W.Shea Principal Signature of Proposer's Authorized Representative: Date: 22 June 2016 State of Maryland ) On this 22 day of June ,2016.,personally appeared before me Sarah Kesseiring who County of Anne Arundel ) stated that (s)he is the Principal of The Concourse Group,LLc, a corporation, and that the instrument was signed in behalf of the said corporation by authority of its board of directors and acknowledged said instrument to be its voluntary act and deed. Before me: Notary Public for the`\State of Nlahyland My Commission Expires: 23 November 2019 RFQ 2016-097-KB 22 Business Entity Details Page 1 of 1 Alert to corporations regarding unsolicited mailings from VIRGINIA COUNCIL FOR CORPORATIONS is available from the Bulletin Archive link of the Clerks Office websil Home I Site Map I About SCC I Contact SCC I Privacy Policy ` li ` t'ta • Y , 5;1'%3 t; , Login I Create an Account SCC chin>Fnti[v Search>Entity Details SCC eFile Business Entity Details ? Help SCC,'-'6'F-7116' FAST.-:SIMPtt. SECURE. The Concourse Group,LLC SCC eFile SCC eFile Home Page .—Select an action---•--------- __General•-------°--------------_. 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Jo-d Ldoci Viewer Build=:1.0.0.30644 https://secefile.scc.virginia.gov/Business/S157105 11/14/2016 ATTACHMENT D INSURANCE REQUIRMENTS SECTION 6 INDEMNIFICATION AND INSURANCE REQUIREMENTS, 6.1 INDEMNIFICATION Consultant agrees to indemnify and hold harmless the City Indemnified Parties from and against any and all Damages, relating to, arising out of, or in connection with: (1) the Services furnished by Consultant pursuant to this Agreement, the transactions contemplated hereby, Consultant's role in connection therewith, and Consultant's engagement hereunder in general; (2) Consultant's negligence, errors, omissions or other willful misconduct or fraud of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement; and (3) breach of the terms of this Agreement (including any warranties or representations contained herein). To that extent, the Consultant shall pay all such Damages and shall pay all such costs and judgments which may issue from any lawsuit arising from such Damages, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. Consultant's obligations hereunder shall be binding upon and inure to the benefit of any successors, assigns and personal representatives of Consultant, City and any City indemnified Parties, as applicable. The parties agree that one percent (1%) of the total compensation to Consultant for the performance of the Services under each Consultant Service Order is the specific consideration from the City to the Consultant for the Consultant's indemnity agreement. Notwithstanding the foregoing, this indemnity agreement shall not apply to any Damages arising out of the gross negligence or intentional actions of the City Indemnified Parties. The provisions of this Section 6.1 and of this indemnification shall survive termination or expiration of this Agreement. 6.2 INSURANCE REQUIREMENTS The Consultant shall maintain and carry in full force during the Term, the following insurance: a. Consultant General Liability, in the amount of$1,000,000; b. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $1,000,000 combined single limit per occurrence, for bodily injury and property damage; c. Consultant Professional Liability, in the amount of $1,000,000 with a deductible per claim, if any, not to exceed 10% of the limit of liability; and d. Workers Compensation & Employers Liability, as required pursuant to Florida Statutes. The insurance must be furnished by insurance companies authorized to do business in the State of Florida. All insurance policies must be issued by companies rated no less than "B+" as to management and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All of Consultant's certificates shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or 6 reduction in coverage in the policy. The insurance certificate for General Liability shall include the City as an additional insured and shall contain a waiver of subrogation endorsement. Original certificates of insurance must be submitted to the City's Risk Manager for approval (prior to any work and/or Services commencing) and will be kept on file in the Office of the Risk Manager. The City shall have the right to obtain from the Consultant specimen copies of the insurance policies in the event that submitted certificates of insurance are inadequate to ascertain compliance with required coverage. The Consultant is also solely responsible for obtaining and submitting all insurance certificates for any sub-consultants. Compliance with the foregoing requirements shall not relieve the Consultant of the liabilities and obligations under this Section or under any other portion of this Agreement. The Consultant shall not commence any work and or Services pursuant to this Agreement until all insurance required under this Section has been obtained and such insurance has been approved by the City's Risk Manager. SECTION 7 LITIGATION JURISDICTIONNENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Consultant and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 8 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can p lace a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Consultant hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of$10,000. • Accordingly, and notwithstanding any other term or condition of this Agreement, Consultant hereby agrees that the City shall not be liable to the Consultant for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. 7