Page 1 Request for Proposal (RFP) For a Non-Profit Ownership (NPO) entity to acquire and develop single family homes San Diego Regional Center Community Placement Plan For Fiscal Year 2016-2017 AUTHORITY The San Diego Regional Center (SDRC) for the Developmentally Disabled has identified a need for one or more non-profit ownership entities (NPO) to acquire and develop single family homes that will be used to house regional center clients in each home who are exiting State Developmental Centers (DC) or at risk of entering a DC from their current living arrangement and who wish to live in San Diego County. Each NPO may request to develop one, two, or three such homes. SDRC may elect to fund the development of one, two or three homes with each NPO that submits a quality proposal. SDRC may elect to fund all, part, or none of these projects, depending on funding availability as approved by the Department of Developmental Services, and the quality of proposals received. SDRC reserves the right to withdraw this RFP and/or disqualify any proposal which does not adhere to the RFP guidelines. Please Note: Proposals submitted after the indicated timelines will not be considered. APPLICANT ELIGIBILITY Proposals may be submitted by non-profit ownership entities that are authorized to conduct business within the state of California. Board members of San Diego-Imperial Counties Developmental Services, Inc. and employees of San Diego Regional Center are prohibited from submitting proposals. SUBMISSION OF PROPOSALS Please send all proposals by e-mail only to: Linda Livingston, Resource Coordinator sdrcllivingston@gmail.com Copies of the proposals must be received at the above e-mail address no later than 4:00 p.m. on November 17, 2016. Proposals received after this deadline will not be considered. Faxed or printed copies of the proposals will not be accepted. You will receive an e-mail reply confirming receipt of your proposal. If you do not receive e-mail confirmation, your proposal was not received by SDRC.
Page 2 PROJECT DESCRIPTION San Diego Regional Center has identified the need for Non-Profit Ownership (NPO) entities to purchase existing single family homes in San Diego County, and retrofit those homes with any adaptations needed for the individuals who are targeted to live in each home. The homes will be leased to service providers who will be selected through a separate Request for Proposal process to serve clients regional center clients exiting State Developmental Centers (DC) or at risk of entering a DC from their current living arrangement. The NPO s development team will need to work with the selected service provider(s) and regional center staff to address any physical, medical and/or sensory needs of those clients in both the acquisition and renovation of each home. The NPO s development team will also need to work with the selected service provider(s) and SDRC staff to ensure that the requirements of Community Care Licensing are met. Each property selected must be approved by SDRC in advance of purchase. The NPO will provide landlord duties, while SDRC will contract for the provision of support services. Each tenant (service provider funded for on-site services) will have a lease with the NPO specific to the property, wherein tenant/landlord obligations are specifically outlined. Project 1617-1: A home for 4 highly challenged individuals who will have mild to moderate intellectual disabilities and mental health issues. These individuals will need enhanced behavioral supports, nursing supports, and may be non-ambulatory. The home will be certified as an Enhanced Behavioral Support Home. This home will need to have an operable automatic fire sprinkler system and delayed egress and secure perimeters. Funding Available: $37,000 for Property Acquisition Costs $37,000 for Property Renovation Costs Project 1617-2: A home for 4 highly challenged individuals who will have mild to moderate intellectual disabilities and mental health issues. These individuals will need enhanced behavioral supports, nursing supports, and may be non-ambulatory. The home will be certified as an Enhanced Behavioral Support Home. This home will need to have an operable automatic fire sprinkler system and delayed egress and secure perimeters. Funding Available: $37,000 for Property Acquisition Costs $37,000 for Property Renovation Costs Project 1617-3: A home for individuals who will have severe nursing needs. These individuals will need enhanced behavioral supports, enhanced nursing and may be non-ambulatory. The home will be used as an Adult Residential Facility for Persons with Special Health Care Needs-Behavior. The NPO s development team will also need to work with the selected service provider, and SDRC staff to ensure that the requirements of California s Welfare and Institution Code Section 4684.3 are met. This will include installing an operable automatic fire sprinkler system and installing an alternative power source to operate all functions of the facility for a minimum of six hours in the event the primary power source is interrupted. Funding Available: $27,000 for Property Acquisition Costs $40,000 for Property Renovation Costs
Page 3 Key Objectives of these projects: 1. Collaborate with SDRC to ensure that the requirements of the 2016-2017 CPP Housing Guidelines for Start-Up Funding are met. 2. Obtain control of the site for each home. 3. Retrofit each home with any adaptations needed for the individuals who are targeted to live in each home. 4. Execute a recorded Regulatory Agreement which stipulates the restrictive use of each home to regional center clients in perpetuity 4. Establish a Long-Term Lease Agreement and a Property Management Agreement with the selected service provider for the regional center clients who are targeted to live in each home. PROPOSAL CONTENT AND SUBMISSION Proposals must comply with the instructions, format, and time lines described in this request. The Narrative Description should be written in 12 point font, Times New Roman or Arial preferred. All pages in the proposal must be numbered consecutively and include an identifying footer with the agency name. The proposal should include a table of contents. Each applicant must submit an original proposal in PDF format via email. Printed copies will not be accepted. FORMAT AND APPLICATION REQUIREMENTS Each proposal will contain: A completed Applicant/Agency Information form (Appendix A) Narrative Description for each project, labeled with the Project Number: Identification of the intended target population for each home, including a description of the size of the home and the accommodations that may be needed for the individuals targeted to live in the home. An implementation plan that describes the process that will be used to develop (select, acquire, and renovate) each home which includes detailed descriptions of the sequenced activities necessary for overall project completion. The implementation plan must specify a process that ensures compliance with all state and local building requirements, including without limitation the regional center s receipt of verification that each project has received all applicable, required permits prior to the start of any construction, or renovation/rehabilitation. The narrative description should include information on the property ownership structure, and the on-going efforts the owner will take to ensure the property is well maintained. Identified realistic timeframes for the completion of each activity should be included in the Implementation Plan.
Page 4 Proposed Financing for each project, labeled with the Project Number: 1) A proposed Project Budget which should include: a. Pre-development costs (appraisal cost, inspections, escrow, etc.) b. Acquisition costs (including both awarded funds and leveraged funds) c. Identification of the proposed permanent debt service d. Project Management Fees e. Renovation costs (architectural and engineering, permits and fees; developer, legal, accounting, consultant, contractors, etc.) Note: The total acquisition budget amount must show a one to three (1:3) leveraging of awarded funds with hard (dollar) and/or soft (in-kind) commitments 2) A list of sources for the leveraged funds (bank loans, foundations, HUD funds, etc.) 3) A 1 year pro forma operations budget NPO Organizational Documents 1. A list of the names and qualifications of the Board Members and Directors of the NPO 2. A list of the members of the proposed Project Development Team including the name, address, telephone number, and resumes of the team members. At a minimum, this team should include the proposed (licensed) architect who will develop the renovation plans, the possible (licensed and bonded) general contractor(s) who will be asked for bids on the project, members with the expertise to hire skilled consultants to assist the NPO in obtaining the necessary financing for the project, and an attorney with the expertise to execute the legal and lease agreements required in this project 3. A copy of the Internal Revenue Service 01(c)(3) recognition letter for the NPO 4. A copy of a recent Certificate of Status of Good Standing with the California Secretary of State for the NPO. A copy of the current Articles of Incorporation of the NPO 6. A copy of the current by-laws of the NPO 7. The written consent of the Directors of the NPO for the individual submitting this proposal to act on behalf of, enter into agreements on behalf of, execute documents on behalf of, and encumber the assets of the NPO 8. A copy of the last 3 years financial statements of the NPO, and a copy of any Audits conducted on those financial statements 9. A list of completed projects of the NPO which are similar in nature to this project 10. For projects developed with CPP funds, an accounting of the Replacement Reserves for each property. 11. A completed and signed Applicant/Vendor Disclosure Statement (Appendix B) REPORTING REQUIREMENTS A contract will be developed which delineates specific milestones associated with this project, the specific documentation that will be required to demonstrate completion of each milestone,
Page and the specific funding amount which will be provided at the completion of each milestone. The selected project contractor(s) will be required to submit milestone documentation of progress made toward meeting project objectives to the San Diego Regional Center at the completion of each milestone. The milestone documentation will be attached to the milestone invoices submitted by the contractor. Upon completion of the project, the contractor will submit a reconciliation statement of final cost and CPP funds expended and claimed, along with invoices and other evidences of the NPO s costs for the project, including evidence of payment to third parties, and including the primary general contractor s invoices and backup invoices PROPOSAL SELECTION PROCESS Any proposal may be rejected if it is incomplete or deviates from the specifications in this RFP. The San Diego Regional Center reserves the right to reject any or all proposals and to cancel the RFP process at its discretion. Each proposal will be evaluated by an RFP Selection Committee which is an interdisciplinary team of at least 3 members, who will score each proposal individually before coming together as a team to thoroughly review and discuss each proposal and interview applicants, if applicable, and agreeing on a final score for each project identified in the proposal. The evaluation will be based on responsiveness, innovation, previous experience of applicant, and demonstrated applicant financial responsibility. Additional information may be required from selected applicants with regard to their proposal prior to the awarding of a contract. FUNDS Project descriptions indicate the total amount of funds available for each project. Actual amount awarded will be contingent upon the budget submitted. Any project contractor who fails to develop the services specified will be required to return to the San Diego Regional Center any compensation received for start-up expenses. All funds must be expended by March 1, 2018. ADDITIONAL INFORMATION Any questions regarding the requirements of this RFP should be directed to: Linda Livingston, Resource Coordinator San Diego Regional Center 43 Ruffin Rd., Suite 104 San Diego, CA 92123 (88)76-2966
Page 6 APPLICANT/AGENCY INFORMATION Non-Profit Ownership (NPO) entity Appendix A Applicant/Agency Name Maximum number of homes to be developed under this proposal Address: Phone: Contact Person s Name and Job Title: Phone List three references that can be contacted in regards to applicant s experience, qualifications and ability to implement this proposal: 1. Name and Title Agency Affiliation Address Phone 2. Name and Title Agency Affiliation Address Phone 3. Name and Title Agency Affiliation Address Phone Application submitted by nature Date Sig
Non-Profit Ownership (NPO) entity REQUEST FOR PROPOSAL PROPOSAL REVIEW/SELECTION CRITERIA Appendix C Project Number: Name of NPO: A. Applicant Agency information 1. References listed in Appendix A provide evidence of NPO s qualifications, and indicate the capability of developing, managing, and maintaining the proposed housing in San Diego County. 2. The application packet includes: a. A copy of the Internal Revenue Service 01(c)(3) recognition letter for the NPO b. A copy of a recent Certificate of Status of Good Standing with the California Secretary of State for the NPO c. A copy of the current Articles of Incorporation of the NPO d. A copy of the current by-laws of the NPO e. The written consent of the Directors of the NPO for the individual submitting this proposal to act on behalf of, enter into agreements on behalf of, execute documents on behalf of, and encumber the assets of the NPO. 3. The NPO by-laws and Articles of Incorporation indicate that the NPO s mission includes the development and management of safe, accessible, affordable and sustainable housing to meet the needs of individuals who have a developmental disability served by a regional center. 4. The list of the names and qualifications of the Board Members and Directors of the NPO includes individuals with a variety of expertise and individuals with a commitment to safe, accessible, affordable and sustainable housing which meets the needs of individuals who have a developmental disability.. The list of completed projects of the NPO indicates the capability of developing, managing, and maintaining the proposed housing in San Diego County. 6. The proposed Project Development Team includes at least one (licensed) architect, one (licensed and bonded) general contractor, consultants to assist the NPO in obtaining the necessary financing for the project, and an attorney with the expertise to execute the legal and lease agreements. 7. The number of other projects of the NPO that are currently in development in San Diego County will allow the NPO adequate time and personnel to focus on the development of this project. B. Narrative Description of the Project Maximum Score Initial Proposal Score Final Score
1. The narrative description indicates a general understanding of the housing needs of the individuals targeted to live in the home. 2. The narrative description indicates a thorough knowledge of the processes and procedures needed to complete the project. 3. The sequenced activities and timelines in the implementation plan will result in a successful and timely outcome for the project. 4. The implementation plan contains clearly identified project milestones. The narrative description includes efforts by the property owner that will ensure that the property is well maintained. C. Budget/Finances 1. The applicant/agency s financial statement reflects sound fiscal practices. Assets are sufficient to undertake the project. 2. For completed projects developed with CPP funds, there is an accounting of Replacement Reserves for each property. 3. The acquisition budget provides evidence of a one to three (1:3) leveraging of awarded funds with hard (dollar) and/or soft (in-kind) commitments 4. The proposal includes identification of the sources of the proposed leveraged funds, including identification of a proposed debt service.. The renovation budget indicates a thorough knowledge of potential costs involved in retrofitting the home to meet the needs of the individuals targeted to live in the home. 6. The renovation costs and the project management fees are reasonable and realistic. E. Proposal Responsiveness 1. The overall proposal indicates an ability to follow directions and is an appropriate response to the RFP 2. The proposal provides evidence of the ability to work in collaboration with a team of professionals of varied disciplines in order to achieve the desired outcomes. TOTAL 100 Proposal review completed by: Signature Date