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Asheville NC RFP          REQUEST FOR PROPOSALS (RFP) AFFORDABLE HOUSING MARKET STUDY AND ANALYSIS CITY OF ASHEVILLE, NORTH CAROLINA Important Dates Responses Due: September 12, 2014 Award of Contract: @ October 10, 2014 Project Start Date: Upon Contract Award Community Development Division City of Asheville Community Development Division P.O. Box 7148 70 Court Plaza, 5​th​ Floor Asheville, North Carolina 28802 Contact: Jeff Staudinger, Assistant Director Community and Economic Development Department Phone (828) 259-5723 Page 1 of 10 http://www.ashevillenc.gov/Departments/CommunityDevelopment.aspx Page 2 of 10 The City of Asheville Community Development Division is seeking proposals from qualified consultants to prepare and provide an Affordable Housing Market Analysis for the City of Asheville and the Asheville Regional Housing Consortium service area, including Buncombe, Henderson, Madison and Transylvania Counties. Request for Proposals are available in the Community Development Division, City Hall, 70 Court Plaza, 5​th​ Floor, Asheville, North Carolina. Proposals must be submitted as one unbound, untabbed, signed original. and one digital (.pdf) copy. The printed original should be mailed or delivered in a sealed envelope and labeled: ​“City of Asheville Affordable Housing Market Analysis”​ to the City of Asheville Community Development Division, 70 Court Plaza, 5​th​ Floor, Asheville, North Carolina, 28802. The Digital Copy must be received via e-mail at jstaudinger@ashevillenc.gov​ or by submission of a CD-ROM or flash drive. ​Fax submissions will not be accepted​. Any questions regarding this proposal request must be submitted via email to: Jeff Staudinger, Assistant Director Community and Economic Development Department City of Asheville jstaudinger@ashevillenc.gov​. All questions and answers will be posted on the City of Asheville website at http://www.ashevillenc.gov/Departments/CommunityDevelopment.aspx​. All proposals must be received by 4:00 pm, September 12, 2014 Page 3 of 10 REQUEST FOR PROPOSALS AFFORDABLE HOUSING MARKET STUDY AND ANALYSIS CITY OF ASHEVILLE, NORTH CAROLINA The City of Asheville, North Carolina, through its Community Development Division, invites proposals from qualified firms for the preparation of the 2014 City of Asheville and Asheville Regional Housing Consortium Affordable Housing Market Study and Analysis. This study will support the City’s 2015-2019 Consolidated Plan for CDBG and HOME, as well as City of Asheville initiatives to ensure an adequate supply of affordable housing. This RFP is available to the public online at: http://www.ashevillenc.gov/Departments/CommunityDevelopment.aspx PROJECT DESCRIPTION The City of Asheville Community Development Division will contract with a qualified consultant for a regional affordable housing market study and analysis. The City is the Participating Jurisdiction (PJ) of the Asheville Regional Housing Consortium, and manages federal HOME Partnership Act funding for the four counties and numerous local municipalities who participate in that Consortium. The City also is a HUD Community Development Block Grant Entitlement City. The City of Asheville directly funds affordable housing development through its Housing Trust Fund (HTF), affordable housing fee rebates and Land Use Incentive Program. The Housing Market Study should: 1.Provide an inventory of existing affordable housing- both publically supported and solely in the private sector- throughout the four county region. 2.Give a detailed picture of the current affordable housing market in Asheville, with specific attention to the existing demand and supply at various for-sale and rental price points for both rental and single-family ownership housing. 3.Delineate the current affordable housing market, with specific attention to the existing demand and supply at various single-family for-sale and rental price points in each of the four counties in the Consortium (Buncombe, Henderson, Madison and Transylvania) and in the following municipalities: Black Mountain, Hendersonville and Brevard. 4.Provide information regarding the location of affordable housing that will assist the City of Asheville and its development partners to develop action strategies aimed at reducing housing and transportation cost burdens. 5.Provide market trend information to the City of Asheville and its development partners that will assist in decision-making regarding the investment of public funds in affordable housing programs over the next 5 years. 6.Provide information regarding housing market “sub-niches” that may have an impact on affordable housing demand, investment, and construction. Page 4 of 10 BACKGROUND The City of Asheville is located in the mountain region of western North Carolina. The City’s population is about 83,000, located in Buncombe County with a population of 238,000. The City is now preparing to develop its 2015-2019 Consolidated Plan, and is soliciting proposals to better understand housing market forces with specific intent to improve the provision of affordable housing. The City of Asheville serves as the Participating Jurisdiction for CDBG funds, administers HOME funds for the four-county Asheville Regional Housing Consortium (Buncombe, Henderson, Madison, and Transylvania counties), and has funded a City of Asheville Housing Trust Fund since 2001. According to the recent “Affordable Housing Scorecard’ (available on the City web site), Asheville is pro-actively addressing its affordable housing needs compared to other North Carolina municipalities. However, that report also indicates that the affordable housing need in Asheville continues to be significant. Many challenges make the provision of affordable housing in Asheville difficult, its mountainous terrain, tourism-driven economy and popularity among retirees among them. Many households in Asheville are housing cost-burdened, and many employees seeking less expensive housing outside the City become transportation cost-burdened. Previous housing market analyses have found that those needing affordable housing (primarily but not limited to households earning less than 80% AMI) face demand that far exceeds supply. Increasing affordable housing production is one of the Asheville City Council strategic goals, and therefore the City is actively involved in a number of affordable housing initiatives. These include the funding of and planning for new rental and owner-occupied housing construction. More information on the City initiatives- including current and future planning efforts- can be found on the Community Development page at ​www.ashevillenc.gov SCOPE OF WORK The Affordable Housing Market Analysis shall provide an in-depth assessment of the significant characteristics of the current affordable housing market, and the projected characteristics of that market, for each of the four counties and four specified municipalities. It should, at a minimum, address the following: ●Inventory and analyze the existing affordable housing stock. The City will provide the Consultant with the location and number of subsidized housing units (from HUD data), and designated affordable housing units (those which must serve as affordable housing through deed restrictions or other agreements). The Consultant will inventory and map private non-subsidized housing meeting general affordability cost criteria. Respondents should propose a methodology that conducts the inventory, identifies data and data collection methods to be used, and how the data will be used. Page 5 of 10 ●Determine the current supply, demand, condition and cost of housing for rental and homeownership housing, including need for units by type of housing (including number of bedrooms) according to income and size of household, using most recent HUD published income guidelines, and broken down at 30%, 60%, 80% 100% and 120% of Median Income for each of the four counties and four named municipalities ●Determine the projected supply, demand, condition and cost of housing for rental and homeownership housing, including need for units by type of housing (including number of bedrooms) according to income and size of household, using most recent HUD published income guidelines, and broken down at 30%, 60%, 80% 100% and 120% of Median Income for each of the four counties and four named municipalities between today and the year 2020. ●Quantify the production and inventory the characteristics of all new housing built over the past three years, and projected to 2020, and the impact of this production on the region’s affordable housing needs, as well as the specific impact on the needs in Asheville and Buncombe County. Additional issues to be addressed include: ●Current housing stock available to serve persons with disabilities, compared with current and future projected demand. ●The location, ownership and characteristics of all mobile home developments in the region, with an analysis of the current and future role of these developments for affordable housing. We expect to use the study and analysis to help us answer the following questions: ●How does the condition and occupancy of existing housing stock affect demand for affordable housing in Asheville? ●Is there a need to consider rehabilitation or conversion of affordable housing units to avoid significant losses? ●Is the demand for new unit production outpacing the actual creation of those new units? By what extent? At what price ranges (or, affordable at what incomes)? ●How do housing and transportation costs affect current household locational decisions, and how will they affect future decisions? How will this affect demand and pricing in existing neighborhoods, particularly in the City of Asheville? ●What are the measurable barriers to the creation of additional affordable housing (for example, land or construction costs that are comparatively higher than in other places)? ●What are the impacts, if any, of the availability of lower cost housing (for example, mobile homes) in outlying areas? ●What are the impacts of overcrowding, seasonal and short-term leasing, and other types of demand that impact Asheville’s housing market? ●What should be the characteristics of new affordable housing, including minimum and maximum size, price points, number of bedrooms and baths, scale of development (single-family, townhouse, low-rise, etc.), and for ownership housing, whether a condominium market is re-emerging. DELIVERABLES ●Completion of first drafts Page 6 of 10 ●Completion of final reports (1 unbound hard copy, 4 bound hard copies, digital, and power point) ●Attendance at one meeting each of the Asheville Regional Housing Consortium Board and City of Asheville Housing and Community Development Committee to present the completed Market Analysis. PROPOSAL SUBMISSION REQUIREMENTS 1.Organizational Information A proposal must include the full name and address of your firm or organization and, if applicable, the branch office or other subordinate element that will perform or assist in performing the scope of work outlined in this proposal. The proposal submission must also indicate whether you operate as an individual or partnership or corporation and include the state in which your firm or organization is incorporated. If a joint venture is contemplated, name the firms involved. Also, subcontractors to be used for completion of the Analysis must be identified in a similar manner. 2.Statement of Experience A proposal must evidence your firm’s experience in completing Housing Market Analyses or an equivalent. Please provide examples of project experience involving staff members who will work on the Asheville project using the following format: ●Client name, ●Contact person and phone number, ●Services provided, ●Original estimate or project costs and actual project costs, and ●Original estimated Project completion schedule and actual completion schedule 3.Project team The proposal must include the names, qualifications, and background information (resumes) of your Project Team, including Project Manager, and other professional staff who will be assigned to complete the Housing Market Analysis, including subcontractors, if any. 4.Work Plan Present in detail your proposed work plan for this project, including all major and minor work tasks to be achieved and related work products. Also, present in detail any “Additional Recommended Items” that you deem appropriate to be included as part of the work plan, even if not specifically mentioned. 5.Schedule Please provide a work schedule outlining the time frame to complete the work including “Additional Recommended Items” and the estimated time required for the completion of each major and minor task. 6.Cost proposal Provide the not to exceed cost for delivery of the Affordable Housing Market Study and Analysis. Demonstrate the level of effort for the Project by listing, by position, the number of Page 7 of 10 hours necessary to complete the plan based on the work plan, including a detailed outline of professional personnel (including subcontractors, if any) and the hourly labor rate for each person working on the project. Include a schedule of all other direct and indirect costs. This Cost proposal will be considered an “all-in” proposal for the completion of all work detailed herein. 7.Minority and Women Business Enterprises The City of Asheville has adopted a Minority Business Outreach Plan to encourage participation by women and minority businesses in the public bidding process. The purpose of this outreach effort is to increase the likelihood of success in the award of contracts. Bidders are hereby notified that this RFP is subject to the provisions of this Outreach Plan. Questions regarding the Minority Business Outreach Plan may be directed to, Brenda Mills, Economic Development Specialist, City of Asheville, Post Office Box 7148, Asheville, NC 28802-7148 or by phone at (828) 259-8050 or by e-mail at minoritybusiness@ashevillenc.gov or bmills@ashevillenc.gov. You can access a listing of certified minority firms at either https://www.ips.state.nc.us/Vendor/SearchVendor.aspx (State of North Carolina’s VendorLink search) or www.doa.state.nc.us/hub (Link for Office of Historically Underutilized Businesses to search for HUB vendors directly). It is the policy of the City to (1) provide minorities an equal opportunity to participate in all aspects of its contracting and procurement programs and (2) to prohibit any and all discrimination against persons or businesses in pursuit of these opportunities. ​Provide a statement documenting your outreach efforts and indicate any utilized minority and/or women firms. EVALUATION CRITERIA Proposals will be evaluated by City of Asheville staff. The proposals will be evaluated on the firm’s ability to meet the requirements of this RFP. Specific evaluation criteria, among other factors, will include: Qualification and experience of the proposed team: History of the firm and its experience in similar projects Proposal of a qualified project manager with relevant previous experience Quality and availability of staff assigned to the project Knowledge of technical requirements Creativity and relevance of past work Understanding and knowledge about the project study area Proposed approach to the project: Responsiveness to project description Proposed distribution of work and time between team members Proposed time frame for the project Knowledge of technical requirements Technical analysis tools and techniques proposed Proposed scope of work and deliverables Page 8 of 10 Quality of proposal: Concise description of tasks, staff and process proposed Clarity of roles and responsibilities of key team members Responsiveness to other City requirements MWBE Response Understanding and acceptance of federal and City regulations and policies Competitiveness and Completeness of Cost Proposal Reasonable allocation of human resources to project Cost Competitive within range of proposals submitted Sufficient detail to facilitate final cost negotiations to enable project to be completed with budget Depending on the analysis of all submittals, personal interviews may be scheduled. FINAL SELECTION AND REQUIREMENTS ●All proposals become the property of the City of Asheville upon submission. ●The cost of preparing, submitting and presenting a proposal is the sole expense of the consultant. ●The City of Asheville reserves the right to reject any and all proposals received as a result of this solicitation, to negotiate with any qualified source, to waive any formality and any technicalities or to cancel the RFP in part or in its entirety if it is in the best interest of the City of Asheville. This solicitation of proposals in no way obligates the City of Asheville to award a contract. ●All data, analysis and final report and recommendations will become the property of the City of Asheville in perpetuity and may not be used by the consultant for any other set of studies without prior written approval. ●Data and analysis will be provided in written and electronic formats in order to create an ongoing source for research and analysis on housing market trends. ●Uses of data should be documented and include a wide number of sources from local, regional, state and national data sources. ●The contract for the completion of the Affordable Housing Market Study will be awarded in accordance with all appropriate HUD and City of Asheville procurement requirements. ●The contract for completion of the Affordable Housing Market Study will be awarded in accordance with the State of North Carolina’s E-Verify requirements. ●The selected bidder will be required to provide general liability, commercial auto liability, workers’ compensation insurance, and professional liability insurance coverage. Said proof of liability insurance shall be included as part of the contract document. The exact requirements are to be determined by the City of Asheville Risk management Division. ●The consultant shall submit and maintain a schedule with specified milestone dates for the project. The schedules must allow for necessary review periods for all parties involved with the project. Page 9 of 10 ●The consultant shall submit invoices with a written, status report on each project on the to the City of Asheville Coordinator, who reserves the right to request supplemental information to ensure appropriate project progress. Timeline ●Request for Proposal issued:August 21, 2014 ●RFP submittals due: September 12, 2014 ●Consultant selection and contract negotiation:October 1, 2014 ●Contract execution October 10, 2014 ●Begin project:October 10, 2014 ●Final deliverables due: Based upon contract Submit by September 12, 2014 to: Jeff Staudinger, Assistant Director Community and Economic Development Department 70 Court Plaza City Hall, Fifth Floor PO Box 7148 Asheville, NC 28802 Page 10 of 10