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HomeMy WebLinkAboutSEOPW-CRA-1996-01-22-Discussion Item 04Southeast Overtown/ Park West Community Redevelopment Agency Request For Qualifications for Blocks 25N & 36N Summary of Development Process and Project Profile The Community Redevelopment Agency ("CRA") is issuing a Request for Qualifications ("RFQ") to invite interested developers to submit professional qualifications for a residential development project ("Project") located within the CRA district. The proposed development effort is a two step process. Step 1 involves issuance of the RFQ document, inviting prospective developers to submit professional qualifications and proof of financial means to undertake the proposed Project. The qualifications submitted in response to the RFQ will be evaluated, qualified, and shortlisted based on the evaluation criteria established in the RFQ. As part of the Step II process, the two highest ranked developers will be asked to prepare and submit the actual development proposals. Such proposals will be evaluated and ranked based on the criteria established by the CRA. The developer whose proposal received highest points will be awarded the development rights for the Project. The second ranked proposal shall be retained as alternate, if the first ranked proposer fails to undertake the Project. Following the award, the CRA shall retain an appraiser to determine the successful project's fair market value and return to CRA, and subsequently negotiate the terms of the land lease and development agreement with the selected developer. Site : City Blocks 25N & 36N Location : Area bounded by NW 8th & 10th Streets and NW 1st and 2nd Avenues Development Area : 4.2 acres (approximately) Current Use : Surface Parking for the Miami Arena Proposed Development : Low Density Residential Zoning : SD-16 RFQ Issuance Date : January 31,1996 Pre -Submission Conference : February 21,1996 RFQ Submission Date : March 20,1996 :0 Downtown Residential Development Opportunity Request For Qualifications Southeast Overtown/Park West Community Redevelopment Agency i City of Miami, Florida January 31, 1996 10-Jan-9b DISCLOSURE AND DISCLAIMER THIS REQUEST FOR QUALIFICATIONS ("RFQ") IS BEING FURNISHED BY THE SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY (THE "CRA"). ANY ACTION TAKEN BY THE CRA IN RESPONSE TO QUALIFICATIONS MADE PURSUANT TO THIS RFQ OR IN MAKING ANY AWARD OR FAILURE OR REFUSAL TO MAKE ANY AWARD PURSUANT TO SUCH QUALIFICATIONS, OR IN ANY CANCELLATION OF AWARD, OR ANY WITHDRAWAL OR CANCELLATION OF THIS RFQ, EITHER BEFORE OR AFTER ISSUANCE OF AN AWARD, SHALL BE WITHOUT ANY LIABILITY OR OBLIGATION ON THE PART OF THE CRA. IN ITS SOLE DISCRETION, THE CRA MAY WITHDRAW THE RFQ EITHER BEFORE OR AFTER RECEIVING QUALIFICATIONS, MAY ACCEPT OR REJECT ANY QUALIFICATION, MAY ACCEPT QUALIFICATIONS WHICH DEVIATE FROM RFQ AS IT DEEMS APPROPRIATE AND IN THE CRA'S BEST INTEREST. IN ITS SOLE DISCRETION, THE CRA MAY DETERMINE THE QUALIFICATIONS AND ACCEPTABILITY OF ANY PARTY OR PARTIES SUBMITTING QUALIFICATIONS IN RESPONSE TO THIS RFQ. FOLLOWING SUBMISSION OF A QUALIFICATION, THE PROPOSER AGREES TO DELIVER SUCH FURTHER DETAILS, INFORMATION AND ASSURANCES, INCLUDING FINANCIAL AND DISCLOSURE DATA RELATING TO THE QUALIFICATION AND/OR THE PROPOSER, INCLUDING THE PROPOSER'S AFFILIATES, OFFICERS, DIRECTORS, SHAREHOLDERS, PARTNERS AND EMPLOYEES, AS REQUESTED BY THE CRA IN ITS DISCRETION. THE INFORMATION CONTAINED HEREIN IS PROVIDED SOLELY FOR THE CONVENIENCE OF PROPOSERS. IT IS THE RESPONSIBILITY OF A PROPOSER TO ASSURE ITSELF THAT INFORMATION CONTAINED HEREIN IS ACCURATE AND COMPLETE. THE CRA DOES NOT PROVIDE ANY ASSURANCES AS TO THE ACCURACY OF ANY INFORMATION IN THIS RFQ. ANY RELIANCE ON THESE CONTENTS, OR ON ANY COMMUNICATIONS WITH CRA SHALL BE AT PROPOSER'S OWN RISK. NO WARRANTY OF REPRESENTATION IS MADE BY THE CRA THAT ANY QUALIFICATION CONFORMING WITH THESE REQUIREMENTS WILL BE SELECTED FOR CONSIDERATION, NEGOTIATION OR APPROVAL. ALL COSTS INCURRED BY A PROPOSER IN PREPARING AND RESPONDING TO THIS RFQ ARE THE SOLE RESPONSIBILITY OF PROPOSER. ANY RECIPIENT OF THIS RFQ WHO RESPONDS HERETO, FULLY ACKNOWLEDGES ALL THE PROVISIONS OF THIS DISCLOSURE AND DISCLAIMER AND AGREES TO BE BOUND BY THE TERMS HEREOF. ANY QUALIFICATION SUBMITTED PURSUANT TO THIS RFQ IS AT THE SOLE RISK AND RESPONSIBILITY OF THE PARTY SUBMITTING SUCH PROPOSAL. THE RFQ IS MADE SUBJECT TO CORRECTION OF ERRORS, OMISSIONS, OR WITHDRAWAL WITHOUT NOTICE. INFORMATION IS CONTAINED IN THE RFQ IS FOR GUIDANCE ONLY AND DOES NOT CONSTITUTE ALL OR ANY PART OF AN AGREEMENT. IN THE EVENT OF ANY DIFFERENCES IN LANGUAGE BETWEEN THIS DISCLOSURE AND DISCLAIMER AND THE BALANCE OF THE RFQ, THE PROVISIONS OF THIS DISCLOSURE AND DISCLAIMER SHALL GOVERN. THE CRA AND THE PROPOSER WILL BE BOUND ONLY IF AND WHEN A PROPOSAL AND THE APPLICABLE DEFINITIVE AGREEMENTS PERTAINING THERETO, ARE APPROVED BY THE BOARD OF DIRECTORS OF THE CRA AND THEN ONLY PURSUANT TO THE TERMS OF DEFINITIVE AGREEMENTS EXECUTED AMONG THE PARTIES THE CRA IS GOVERNED BY THE SUNSHINE LAW AND ALL QUALIFICATIONS AND SUPPORTING MATERIALS OR DATA SHALL BE SUBJECT TO DISCLOSURE AS REQUIRED BY SUCH LAW. ALL QUALIFICATIONS SHALL REMAIN CONFIDENTIAL TO THE EXTENT PERMITTED BY FLORIDA STATUTES, UNTIL THE DATE AND TIME SELECTED FOR OPENING RESPONSES. 10-Jan-96 Table of Contents Disclosure and Disclaimer Letter to Potential Developer I. Public Notice II. Introduction A) Redevelopment Agency B) Redevelopment District C) Redevelopment History D) Other Developments III. Proposed Development A. Site Characteristics Project Overview Map of S.E. Overtown/Park West CRA B. Project Timetable C. Development Program D. Commitment of Funds IV. Selection Process and Proposer Qualifications A. Threshold Qualifications B. Development Team Capabilities C. Development Process and Projected Dates V. Evaluation Criteria and Process A. Evaluation Criteria B. Disqualification and/or Rejection of Proposals VI. Submission Requirements A. Composition of Proposing Team B. Format and Content of Submission C. Submission Instructions Page Number 4 5 5 5 6 7 after 7 after 7 8 8 8 10 10 11 12 12 14 14 15 10-Jan-96 s APPENDICES Appendix - A 1. NW 9th Street Mall 2. Aerial View of the Project Site 3. Official Plat and Legal Description of Site Appendix - B 1. Sample Transmittal Letter 2. Forms to be Completed by Prospective Proposers 10-Jan-96 DRAFT I. Public Notice The Southeast Overtown/Park West Community Redevelopment Agency of the City of Miami (the "Community Redevelopment Agency" or the "CRA") is extending invitations to qualified and experienced developers to submit professional qualifications for primarily residential developments on approximately 4.2 acres of land located in Downtown Miami. The proposed project is a public/private development effort between the Community Redevelopment Agency and the successful proposer(s). In accordance with the proposed development plan the Community Redevelopment Agency shall enter into a long term land lease or purchase agreement with the successful proposer which will design, finance, construct and manage the proposed developments. The project area consists of two blocks property, approximately 4.2 acres, located between NW 8th and 10th Streets and NW 1st and 2nd Avenues, adjacent to the Miami Arena. The proposers may submit proposals for the development of either one or both blocks. As part of the Request for Qualifications process, the proposers are expected to demonstrate their professional experience and range of experience in projects of similar scope and complexity, financial capability to successfully undertake and complete the project, present a viable financial strategy, and comply with minority participation objectives. Respondents to this Request for Qualifications shall be evaluated and ranked based on the criteria outlined above, and subsequently the two highest ranked proposers shall be invited to submit proposals for the proposed development project. Interested parties may contact the Community Redevelopment Agency (Attention: Erdal Donmez), 300 Biscayne Boulevard Way, Suite: 400, Miami, Florida 33131, telephone (305) 579-3324, to obtain the Request for Qualifications document. This document contains detailed and specific information about submission requirements and qualifying procedures. .19 10-Jan-96 The Community Redevelopment Agency, established by the City of Miami pursuant to Ordinance No. 11248 adopted April 27, 1995, is inviting interested proposers to submit qualifications for development of primarily residential and incidental commercial uses on approximately 4.2 acres of land located in Downtown Miami, adjacent to the Miami Arena. The subject site is located in the Southeast Overtown Park/ West Community Redevelopment Area, and bounded by Northwest 8th and 10th Streets and Northwest 1st and 2nd Avenues. The development site is owned by the CRA and currently used as surface parking areas for the Miami Arena patrons and visitors. B. Redevelopment District The Southeast Overtown/Park West Redevelopment Area ("District") was established as the community redevelopment/tax increment district by the City of Miami ("City") and Metropolitan Dade County ("County") in 1982, pursuant to the Community Redevelopment Act of 1969. The district is approximately 240 acres of prime development area, located mainly in northwestern section of the central business district. The Southeast Overtown/Park Redevelopment District Master Development Order call for the development of 472,150 s.f. of Office,151,675 s.f of Retail Space, 500 Rooms Hotel, and 9,000 Residential Units in next 17 years. C. Redevelopment History In recent years, the City in its capacity as the community redevelopment agency has made significant and ongoing investments in the District. As part of the Phase I and II Developments, the City assembled and acquired nearly 40 acres of land, built a 15,600 seats multi -use sports arena, constructed NW 7th and 9th Streets Malls, and initiated the development 820 rental units and 40 town -homes. In addition, the City has removed numerous slum and blighted structures and built new infrastructure to meet the District's future development requirements. The public investment for the District to date exceeds $65 million. Furthermore, 5 10-Jan-96 DRAFT the City set up the CRA, as the agency charged exclusively to redevelop the District. D. Other Developments The District is located within close proximity of the growing central business district ("CBD"), and served well by the state of the art Metrorail system, and its downtown loop called Metromover extension which further connects the CBD with the Brickell and Omni areas. Downtown Miami is considered by many people the center of business and trade of the South Florida region with over 4.5 million population. Downtown Miami experienced a phenomenal growth beginning late 1970s, including the addition of 8.5 million s.f. commercial office space which created a total of 14 million s.f of commercial office space. According to traffic studies, over 110,000 people commute to Downtown Miami daily. Impressive business growth in Downtown Miami has resulted in not only commercial developments but also thousands of luxury residential developments along Brickell Avenue and the nearby Claughton Island. However, these residential developments are mostly high -end luxury units, typically marketed to wealthy families or international investors. Therefore, the proposed residential development is part of an overall effort to create affordable residential opportunities for the families and individuals who have expressed an interest in living within close proximity of Downtown Miami. A number of landmark developments have taken place in immediate proximity to the District, such as Bayside Marketplace, a Federal Justice Building, State of Florida Administrative Offices, Miami Dade Community College Downtown expansion, new YWCA, Freedom Tower Renovation, Metrorail - Metromover extensions, and new Government Center. Several projects are currently in either planning or implementation stages, including the following: Performing Arts Center project ($170 million), Maritime Park ($240 million), World Trade Center -Phase I ($105 million), Roberto Burle Marks Biscayne Boulevard Development ($21 million), Citadel mix -use development ($5.5 million), and St. John Residential Developments Phase 11 ($4 million). 0 10-jan-96 DRAFT III. Proposed Development Program The CRA's objective is to provide proposers with a substantial degree of flexibility in preparing their physical program and phasing of the proposed project over time. However, the residential uses with optional incidental commercial space should be the main objective of the overall development effort. A. Site Characteristics As noted above, the proposed development site is comprised of two city blocks, located in Downtown Miami, bounded by NW 8th and 10th Streets and NW 1st and 2nd Avenues (see Project Overview and a map of Southeast Overtown/Park West CRA on the following pages). The combined development area is approximately 4.2 acres. The award winning 9th Street Pedestrian Mall extension lies between two blocks (see pictures of the area in Appendix A). The 9th Street Pedestrian Mall, considered as the spine of the redevelopment district, will eventually stretch from I-95 expressway to Biscayne Boulevard, connecting with the world famous landscape designer Roberto Burle Marx's Biscayne Boulevard improvement project. The immediate future phases of the 9th Street Mall development include an extension of the plaza to the historic Lyric Theatre, memory fountain wall, a small amphitheater, and streetscape development within the Historic Overtown Folklife Village. In addition, the CRA is in the process of obtaining approval from the FEC Railway Co. to complete the 9th Street Mall extension at the Railroad crossing and NW 1st Avenue. Furthermore, land acquisition is underway to build recreational facilities, tennis courts and other children playground activities at the southeastern corner of Block 25. 7 10-Jan-96 C, ()v �?'v I i% IIIIIIIIIIII it.r':::*-=p'_ STYE LPL �- may+ 1.� �• ��"$::1'!'•,a '- •. `�c > 3 - �� t� min *34 iR at 41, ma 1 t ,,i ' Sl`ty . �,bli ' � � R , INa °+1�741J-''y� .�•> y, k`c {:} l,rt �iE• " ��1�t 1 $ 1''s �,. �. r%��•.ax 3 ."1 . cr { ..{ .. � �r t Y -.� �i �'�*� >' a �yt.t�sxe%i•. i M 'TV •"° ,y �;,;, is 1 Y„+% t ltyYt� 1 0 'A 5 i i S.E. OVERTOWN/ PARI( WEST PROJECT OVF,, Southeast OvertownI Park West CR... 1 DRAFT B. Project Timetable Construction must commence within six months after the execution of the development agreement between the CRA and selected proposer. The proposer may develop both blocks concurrently or in phases. However, if the development program will be completed in phases, the second phase of development has to occur within either six months after the completion of the first phase of development or reaching 90 percent occupancy of the first phase of development. C. Development Program The proposers may submit proposals for the development of either one or both blocks. The CRA will provide maximum flexibility to all interested proposers in planning the final development package. Nevertheless, CRA urges all proposers to consider a residential development program with a creative design and strong emphasis on single family, townhouse type low density developments. Residential: Single Family, Town -homes or combinations for home- ownership. Parking: On site surface or structure parking (garage, etc.) D. Commitment of Funds The CRA shall not provide any direct funding for the proposed development contemplated by this RFQ document. The selected proposer is expected to provide sufficient equity and third party financing to undertake the entire development project. The selected proposer is also required to provide the CRA a minimum guaranteed annual rent or fair market value purchase price for the land which will be determined based on independent appraisals of the proposer's development project before the execution of the land lease and/or purchase development agreement. The CRA intends to play an instrumental role in assisting the selected proposer in all aspects of the development program, including permitting, marketing and promotion, and securing long term financing for the project. 10-Jan-96 IV. Selection Process and Proposer Qualifications The selection process will consists of two sequential steps. Upon receipt of proposers' qualifications, a determination of compliance with submission requirements and threshold qualification standards will be performed. Those proposers determined to be in compliance with the threshold qualifications standards will then be considered for evaluations, which include interviews, and followed by ranking of the qualified proposers. Subsequently, the two proposers with highest ranking qualifications will be invited to prepare and submit the actual project proposals for further consideration. A. Threshold Standards The CRA has established four threshold qualifications as part of threshold qualification standards. All proposers are expected to meet these standards to receive further consideration of their qualifications. The CRA encourages all proposers to form appropriate development teams in order to assemble the requisite expertise, experience and financial capability to meet these threshold standards. As such, where applicable, these standards will be applied to the development team as a whole, in a manner that is commensurate with the allocation of responsibility within that team. Each proposer is expected to demonstrate the following: 1. A single project, previously completed or under development, for which at least $8 million in financing was secured. 2. Successful development of at least one major residential project (150,000 s.f or 75 units) 3. The assignment to the project team, at all times during the proposed development period, a senior project representative with at least 5 years of prior experience with medium to large scale (100,000 s.f or 75 units) residential or mixed use project. 4. A record of long term management of completed projects, including specific experience with each program component contained in the proposer's proposal. B. Development Team Capabilities X 10-Jan-96 1{11111\ DRAFT The proposed project requires an experienced residential development team with a proven record of inner city residential development history. The CRA expects demonstrated expertise and experience in the development, management and operation of the proposed residential project. A table summarizing the steps of selection process and associated approximate dates presented below. The timetable is presented for informational purposes only and subject to change. C. Development Process and Projected Dates Issuance of RFQ January 31,1996 Pre -Submission Conference February 21,1996 RFQ Responses Due March 20,1996 Notification of Responsive Qualifications April 1,1996 Evaluation of Responsive Qualifications April 2-12,1996 Selection of Top Two Qualifications April 12,1996 Notification of Top Two Qualifications April 15,1996 Final Proposals Due May 31,1996 Evaluation of Final Proposals June 3-14,1996 Selection of Finalist June 14,1996 Negotiation of Development Terms July - Sept.,1996 10 10-Jan-96 1-11, DRAFT. V. Evaluation Criteria: Each qualification will be evaluated based on the evaluation criteria established in the RFQ document. Qualifications must be fully responsive to all requirements described in this RFQ, and to any subsequent request for clarification or additional information made by the CRA through written addenda to this RFQ. Qualifications failing to comply with the submission requirements, or those unresponsive to addressing any part of the RFQ, will be disqualified. A. Evaluation Criteria The CRA identified six (6) sets of evaluative criteria against which each proposer will be considered as part of the Selection Process and Proposer Qualifications delineated in Section IV. The evaluation criteria are: 1. Proof of financial capability to complete the project: internal capacity and lender relationship. 2. Managerial capability. 3. Technical expertise in residential projects. 4. Record of past completed projects. 5. Staff, organization and/or industry reputation. 6. Compatibility with, and responsiveness to, the CRA's objectives for this project. All criteria set forth above will be given equal weight in the evaluation leading to the selection of two successful proposers. Furthermore, it is the objective of the CRA to promote minority participation in the development process, therefore, the development teams with minority participation shall be given additional consideration. B. Disqualification and/or Rejection of Qualifications The CRA may reject or disqualify a qualification under any of the following circumstances: 11 10-Jan-96 'u f� DRAFT 1. The proposer fails to acknowledge receipt of any formal addenda 2. The proposer misstates or conceals any material fact in the qualification 3. The qualification does not strictly conform to applicable laws or any requirements of the RFQ 4. The qualification does not include documents, certificates, affidavits, acknowledgments or other information required by this RFQ 5. The qualification has not been executed by the proposer through or by an authorized officer or representative of the proposer or proposer team. 6. The CRA may reject all qualification and/or re -advertise all or any part of this RFQ when it is deemed in the best interest of the CRA. 12 10-Jan-96 VI. Submission Requirements The qualifications submitted in response to this RFQ shall meet all requirements outlined in Section IV. Submissions deficient in providing the required information shall be determined non -responsive and ineligible from any further consideration. A. Composition of Proposing Team The development team shall demonstrate professional expertise in the following disciplines: 1. Financial capabili.ti,l: principals shall demonstrate ability to obtain adequate financing for all aspects of the proposed project, 2. Architectural: shall be registered to practice architecture in the State of Florida, as required by FS Chapter 481, Part I. Architecture, 3. Landscape Architecture: shall be registered to practice landscape architecture in the State of Florida, as required by FS Chapter 481, Part II. Landscape Architecture, 4. Engineers: shall be registered to practice engineering in the State of Florida as required by FS Chapter 471, Professional Engineers, 5. General Contracting or Construction Management: shall be licensed as a general contractor in the State of Florida or Dade County. B. Format and Content of Submission All submissions shall include the following information (please see Appendix B) ♦ A completed "Transmittal Letter' ♦ Executed Disclosure and Disclaimer ♦ Completed Disclosure Forms a) Proposer's Questiormaire b) Partnership/Corporation Statement c) Experience of Proposer d) Financial Data of Proposer e) References of Proposer f) i Proposer's Architect/Landscape Architect/Engineer g) Experience of Proposer's Architect/Landscape Architect/Engineer 13 10-Jan-96 DRAFT h) Background Data of. Proposer's Architect/ Landscape Architect/ Engineer i) References of Proposer's Architect/Landscape Architect/Engineer j) Proposer's General Contractor or Construction Manager k) Experience of Proposer's General Contractor or Construction Manager 1) Background Data of Proposer's of General Contractor or Construction Manager m) References of Proposer's General Contractor or Construction Manager ♦ A financial strategy detailing the method, mechanism, and sources of funding, including the equity commitment, access to financing and documentation demonstrating the proposer's ability to obtain adequate financing. Materials other than those specified in the this Section and Section IV shall not be considered. No additions, modifications or substitutions shall be made to qualifications subsequent to the submission deadline. C. Submission Instructions Submission of 10 copies of the qualifications, all signed original affidavits and a non-refundable cashier's check in the amount of $1,000 deposits shall be submitted by 3:00 PM on March 20,1996, at: Community Redevelopment Agency City of Miami 300 Biscayne Boulevard Way Suite: 400 Miami, Florida 33131 Attention: Mr. Herbert J. Bailey Clearly indicate the name "Qualifications for Downtown Residential Development" and the proposer's name on the package(s) when submitted. The time deadline and location will be firmly adhered. No submission shall be received after the 3:00 PM, March 20, 1996, or any other location other than Community Redevelopment Agency offices. 14 10-Jan-96 FDRAFT Funds received from non-refundable cashier's checks are intended to cover actual expenses for advertising, printing, and mailing incurred by the CRA in preparing and issuing this RFQ document. 15 10-Jan-96 Appendix - A • NW 9th Street Mall • Aerial View of Project Site • Official Plat and Legal Description of Site 10-Jan-96 NW 9th Street Mall 10-Jan-96 LASON SYSTEM'S INC. S.E. 6954 N.W. 12 STREET, MIAMI, FLORIDA 33126 305-477-9149.800-287-4799 • FAX 305-477-7526 condition FC 017 Aerial View of Project Site 10-Jan-96 I/-",y 1 fi°a of Site d -Legal � escx� � official -plat a� 10 Ian-96 NW 2nd Avenue 150 ft SO ft SITE INFORMATION BLOCK NO.25 NW 10 Street NW 9thStreet Area Designated for Development Total Developable Area : 96,000 s.f. (approximately) Zoning : SD-16 IMS Residential : 4.32 Non -Residential : 1.72 All Uses : 4.32 Legal Description P.W. White Subdivision, Block 25N, Lots 4-16 Area Designated for Recreational Facilities, Tennis Courts, and Children Playground. NW 1st Avenue NW 2nd Avenue 25 ft 100 ft SITE INFORMATION BLOCK NO.36 NW 9th STREET NW 8thSTREET Area Designated for Development Total Developable Area Zoning FAR: Residential Non -Residential All Uses Legal Description 88,000 s.f. (approximately) SD-16 : 4.32 . 1.72 4.32 Miami North, Block 36N, Lots 1-3, 6-11, 14-19 22-27, 30-35, 38-43, 46-48 ® Location of Historic Lyric Theater Area Desinated for NW 9th Street Mall Extension, Lyric Theater Expansion and New Amphitheatre. NW 1st Avenue Appendix - B • Sample Transmittal Letter • Disclosure and Disclaimer Statement • Forms to be Completed by Proposer a) Proposer's Questionnaire b) Partnership/Corporation Statement c) Experience of Proposer d) Financial Data of Proposer e) References of Proposer f) Proposer's Architect/Landscape Architect/ Engineer g) Experience of Proposer's Architect/Landscape Architect/ Engineer h) Background Data of Proposer's Architect/Landscape Architect/ Engineer i) References of Proposer's Architect/ Landscape Architect/ Engineer j) Proposer's General Contractor or Construction Manager k) Experience of Proposer's General Contractor or Construction Manager 1) Background Data of Proposer's of General Contractor or Construction Manager m) References of Proposer's General Contractor or Construction Manager 10-Jan-96 Sample Transmittal Leiter 10-Jan-96 Sample Transmittal Letter [date] Mr. Herbert J. Bailey Executive Director Community Redevelopment Agency 300 Biscayne Boulevard Way, Suite: 400 Miami, FL 33131 Reference: Qualifications for SEOPW Blocks 25 & 36 Project Dear Mr. Bailey: We are pleased to submit a qualification in response to the Community Redevelopment Agency's Request for Qualifications ("RFQ"), dated January 31, 1996 for the redevelopment of Blocks 25 and 36, located in the Southeast Overtown/Park West Redevelopment District. In submitting this qualification, we acknowledge and accept the terms and conditions specified in the CRA's RFQ document of January 31, 1996 and addenda thereto. In this regard, an executed Disclosure and Disclaimer Statement is included in our proposal. Our proposal team is comprised of [insert names of principal team members]. The designated representative of our team is [insert name]. [insert name of designated representative] is authorized to negotiate and bind on behalf of our team. Our designated representative can be contacted at [insert telephone number]. Sincerely, (Note: Proposers may expand on and incorporate additional information in the above letters as deemed appropriate) 10-Jan-96 e� Statemeit IDisclostire a�� �isclai� 10 lanr96 DISCLOSURE AND DISCLAIMER THIS REQUEST FOR QUALIFICATIONS ("RFQ") IS BEING FURNISHED BY THE SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY (THE "CRA"). ANY ACTION TAKEN BY THE CRA IN RESPONSE TO QUALIFICATIONS MADE PURSUANT TO THIS RFQ OR IN MAKING ANY AWARD OR FAILURE OR REFUSAL TO MAKE ANY AWARD PURSUANT TO SUCH QUALIFICATIONS, OR IN ANY CANCELLATION OF AWARD, OR ANY WITHDRAWAL OR CANCELLATION OF THIS RFQ, EITHER BEFORE OR AFTER ISSUANCE OF AN AWARD, SHALL BE WITHOUT ANY LIABILITY OR OBLIGATION ON THE PART OF THE CRA. IN ITS SOLE DISCRETION, THE CRA MAY WITHDRAW THE RFQ EITHER BEFORE OR AFTER RECEIVING QUALIFICATIONS, MAY ACCEPT OR REJECT ANY QUALIFICATION, MAY ACCEPT QUALIFICATIONS WHICH DEVIATE FROM RFQ AS IT DEEMS APPROPRIATE AND IN THE CRA'S BEST INTEREST. IN ITS SOLE DISCRETION, THE CRA MAY DETERMINE THE QUALIFICATIONS AND ACCEPTABILITY OF ANY PARTY OR PARTIES SUBMITTING QUALIFICATIONS IN RESPONSE TO THIS RFQ. FOLLOWING SUBMISSION OF A QUALIFICATION, THE PROPOSER AGREES TO DELIVER SUCH FURTHER DETAILS, INFORMATION AND ASSURANCES, INCLUDING FINANCIAL AND DISCLOSURE DATA RELATING TO THE QUALIFICATION AND/OR THE PROPOSER, INCLUDING THE PROPOSER'S AFFILIATES, OFFICERS, DIRECTORS, SHAREHOLDERS, PARTNERS AND EMPLOYEES, AS REQUESTED BY THE CRA IN ITS DISCRETION. THE INFORMATION CONTAINED HEREIN IS PROVIDED SOLELY FOR THE CONVENIENCE OF PROPOSERS. IT IS THE RESPONSIBILITY OF A PROPOSER TO ASSURE ITSELF THAT INFORMATION CONTAINED HEREIN IS ACCURATE AND COMPLETE. THE CRA DOES NOT PROVIDE ANY ASSURANCES AS TO THE ACCURACY OF ANY INFORMATION IN THIS RFQ. ANY RELIANCE ON THESE CONTENTS, OR ON ANY COMMUNICATIONS WITH CRA SHALL BE AT PROPOSER'S OWN RISK. NO WARRANTY OF REPRESENTATION IS MADE BY THE CRA THAT ANY QUALIFICATION CONFORMING WITH THESE REQUIREMENTS WILL BE SELECTED FOR CONSIDERATION, NEGOTIATION OR APPROVAL. ALL COSTS INCURRED BY A PROPOSER IN PREPARING AND RESPONDING TO THIS RFQ ARE THE SOLE RESPONSIBILITY OF PROPOSER. ANY RECIPIENT OF THIS RFQ WHO RESPONDS HERETO, FULLY ACKNOWLEDGES ALL THE PROVISIONS OF THIS DISCLOSURE AND DISCLAIMER AND AGREES TO BE BOUND BY THE TERMS HEREOF. ANY QUALIFICATION SUBMITTED PURSUANT TO THIS RFQ IS AT THE SOLE RISK AND RESPONSIBILITY OF THE PARTY SUBMITTING SUCH PROPOSAL. THE RFQ IS MADE SUBJECT TO CORRECTION OF ERRORS, OMISSIONS, OR WITHDRAWAL WITHOUT NOTICE. INFORMATION IS CONTAINED IN THE RFQ IS FOR GUIDANCE ONLY AND DOES NOT CONSTITUTE ALL OR ANY PART OF AN AGREEMENT. IN THE EVENT OF ANY DIFFERENCES IN LANGUAGE BETWEEN THIS DISCLOSURE AND DISCLAIMER AND THE BALANCE OF THE RFQ, THE PROVISIONS OF THIS DISCLOSURE AND DISCLAIMER SHALL GOVERN. THE CRA AND THE PROPOSER WILL BE BOUND ONLY IF AND WHEN A PROPOSAL AND THE APPLICABLE DEFINITIVE AGREEMENTS PERTAINING THERETO, ARE APPROVED BY THE BOARD OF DIRECTORS OF THE CRA AND THEN ONLY PURSUANT TO THE TERMS OF DEFINITIVE AGREEMENTS EXECUTED AMONG THE PARTIES THE CRA IS GOVERNED BY THE SUNSHINE LAW AND ALL QUALIFICATIONS AND SUPPORTING MATERIALS OR DATA SHALL BE SUBJECT TO DISCLOSURE AS REQUIRED BY SUCH LAW. ALL QUALIFICATIONS SHALL REMAIN CONFIDENTIAL TO THE EXTENT PERMITTED BY FLORIDA STATUTES, UNTIL THE DATE AND TIME SELECTED FOR OPENING RESPONSES. Accepted By: Name Title Date 10-Jan-96 Forms to be Completed by Proposer 10-Jan-96 FINANCIAL DISCLOSURE AND PROFESSIONAL INFORMATION REQUIREMENTS This section of the RFQ contains various forms which must be completed and submitted as part of the qualification. A qualification which fails to include financial disclosure and professional information requested herein will be deemed nonresponsive and subject to rejection. Qualifications containing omissions, inaccuracies, or misstatements shall also be subject to rejection. By subnussion of a qualification, the proposer acknowledges and agrees that the Community Redevelopment Agency ("CRA") has the right to make any inquiry or investigation it deems appropriate to substantiate or supplement information contained in this section of the RFQ and agrees to execute any appropriate release and/or authorization form if requested by the CRA. 10-Jan-96 PROPOSER'S QUESTIONNAIRE Name: Address for purposes of notice or other communication relating to the qualification: Telephone No. ( The Proposer is a: ( ) Sole Partnership ( ) Partnership ( ) Corporation ( ) Other (explain below) 10-Jan-96 PARTNERSHIP STATEMENT If proposer is a partnership, then answer the following: 1. Date of Organization 2. General Partnership ( ) Limited Partnership ( ) 3. Statement of Partnership recorded Yes ( ) No ( ) ------ - - --- Date Book Page County State 4. Has the partnership done business in the State of Florida? Yes ( ) No( ) When? Where? 5. Name, address, and partnership share of each general and limited partner. (If partnership is a corporation, complete the following page for corporation.) General/ Limited Name Address Share 6. Attach a complete copy of the Partnership Agreement. 10-Jan-96 k CORPORATION STATEMENT If proposer is incorporated, then please answer the following: 1. When incorporated? 2. Where incorporated? 3. Is the corporation is authorized to do business in Florida? Yes ( ) No ( ) 4. The corporation is held: Publicly ( ) Privately 5. If publicly held, how and where is the stock traded? 6. List the following: Authorized Issued Outstanding (a) Number of voting shares: (b) Number of nonvoting shares: (c) Number of shareholders: (d) Value per stock of Common Stock: Par $ Book $ Market $ 7. Furnish the name, title, address and the number of voting and nonvoting shares of stock held by each officer and director and each shareholder owning more than 5% of any class of stock. If more than 5% of any class of stock is held by one or more corporations, then each owner -corporation must also complete separate pages. The CRA requires information on all corporations that directly or indirectly have an ownership interest in the proposer -corporation 8. If an individual or corporation is guaranteeing performance of the proposer -corporation, state name here and also complete corresponding pages. If a corporation, provide name of corporation on corresponding pages for identification purposes and furnish financial statement(s) as required on the page for the individual or corporate guarantor. 10-Jan-96 EXPERIENCE STATEMENT OF PROPOSER Describe in detail the duration and extent of your business experience with special emphasis upon experience related to residential developments in the central business district or vicinity. Also, state in detail the names of pertinent experience of persons who will be directly involved in the development and management of the residential properties and your percentage of ownership, and any such properties which you currently manage. In addition, please also provide photographs or other illustrative material depicting projects that will demonstrate your ability to complete a quality development. The name and address should be given for each project identified as well as persons familiar with the development who will respond to inquiries from the CRA. You should also identify your specific role in each project. 10-Jan-96 FINANCIAL DATA OF PROPOSER Financial Statement Proposer, owner -corporation proposer, and any person or business entity guaranteeing the performance of the proposer must attach a complete report, prepared in accordance with good accounting practice, reflecting current financial condition. The report must include financial statements (balance sheet and income statement). The person or entity covered by the statement must be prepared to substantiate all information shown. Surety Information Has any surety or bonding company ever been required to perform upon your default? Yes( ) No( ) If yes, attach a statement naming the surety bonding company date, amount of bond, and the circumstances surrounding such default and performance. Bankruptcy Information Have you ever declared bankruptcy? Yes( ) No( ) Have you ever been declared bankrupt? Yes( ) No( ) If yes to either of the preceding questions, state date, court jurisdiction, amount of liabilities and amount of assets. Pending Litigation Provide on attached sheets detailed information regarding pending litigation, liens, or claims involving any participant in the proposal. 10-Jan-96 1 M`1 REFERENCES OF PROPOSER List four persons or firms with whom you have conducted business transactions during the past three years. At least two of the references named are to have knowledge of your debt payment history. At least one reference must be a financial institution. Reference No.1 Name Firm Title Address Telephone Nature and magnitude of purchase, sale, loan, business association, etc.: Reference No. 2 Name Firm Title Address Telephone Nature and magnitude of purchase, sale, loan, business association, etc.: 10-Jan-96 Reference No. 3 Name Firm Title Address Telephone Nature and magnitude of purchase, sale, loan, business association, etc.: Reference No. 4 Name Firm Title Address Telephone Nature and magnitude of purchase, sale, loan, business association, etc.: 10-Jan-96 PROPOSER'S ARCHITECT/LANDSCAPE ARCHITECT/ENGINEER Name Address Telephone Professional Registration No. Name of principals and their titles who will be chiefly responsible for the design - and engineering of the project: Name Name Title Title 10-Jan-96 EXPERIENCE OF PROPOSER'S ARCHITECT/LANDSCAPE ARCHITECT/ ENGINEER Describe in detail the duration and extent of your experience with special emphasis upon experience related to residential developments in the central business district or vicinity. Also, state in detail the names of pertinent experience of persons who will be directly involved in the project. In addition, please also provide photographs or other illustrative material depicting projects that will demonstrate your qualifications for the project identified as well as for persons familiar with the development who will respond to inquiries from the CRA. You should also identify your specific role in each project. 10-Jan-96 w� BACKGROUND DATA OF PROPOSER'S ARCHITECT/LANDSCAPE ARCHITECT/ ENGINEER Suretv Information Has any surety or bonding company ever been required to perform upon your default? Yes( ) No ( ) If yes, attach a statement naming the surety bonding company date, amount of bond, and the circumstances surrounding such default and performance. Bankruntcv Information Have you ever declared bankruptcy? Yes( ) No ( ) Have you ever been declared bankrupt? Yes( ) No ( ) If yes to either of the preceding questions, state date, court jurisdiction, amount of liabilities and amount of assets. Pending Litigation Provide on attached sheets detailed information regarding pending litigation, liens, or claims involving any participant in the proposal. 10-Jan-96 ;a REFERENCES OF PROPOSER'S ARCHITECT/LANDSCAPE ARCHITECT/ ENGINEER List two persons or firms for whom you have completed projects during the past three years. Reference No.1 Name Firm Title Address Telephone Nature and magnitude of business association: Reference No. 2 Name Firm Title Address Telephone Nature and magnitude of business association: 10-Jan-96 PROPOSER'S GENERAL CONTRACTOR OR CONSTRUCTION MANAGER Name Address Telephone Professional Registration No. Name of principals and their titles who will be chiefly responsible for the general contracting or management of the construction project: Name Title Name Title 10-Jan-96 EXPERIENCE STATEMENT OF PROPOSER'S GENERAL CONTRACTOR OR CONSTRUCTION MANAGER Describe in detail the duration and extent of your experience with special emphasis upon experience related to residential developments in the central business district or vicinity. Also, state in detail the names of pertinent experience of persons who will be directly involved in the project. In addition, please also provide photographs or other illustrative material depicting projects that will demonstrate your qualifications for the project identified as well as for persons familiar with the development who will respond to inquiries from the CRA. You should also identify your specific role in each project. 10-Jan-96 BACKGROUND DATA OF PROPOSER'S GENERAL CONTRACTOR OR CONSTRUCTION MANAGER Suretv Information Has any surety or bonding company ever been required to perform upon your default? Yes( ) No( ) If yes, attach a statement naming the surety bonding company date, amount of bond, and the circumstances surrounding such default and performance. Bankruvtcv Information Have you ever declared bankruptcy? Yes( ) No( ) Have you ever been declared bankrupt? Yes( ) No( ) If yes to either of the preceding questions, state date, court jurisdiction, amount of liabilities and amount of assets. Pending Litigation Provide on attached sheets detailed information regarding pending litigation, liens, or claims involving any participant in the proposal. 10-Jan-96 REFERENCES OF PROPOSER'S GENERAL CONTRACTOR OR CONSTRUCTION MANAGER List two persons or firms for whom you have completed projects during the past three years. Reference No.1 Name Firm Title Address Telephone Nature and magnitude of business association: Reference No. 2 Name Firm Title Address Telephone Nature and magnitude of business association: 10-Jan-96