Consulting and Guidance on HUD and Other Affordable Housing Programs

Agency: San Antonio Housing Authority
State: Texas
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Mar 23, 2020
Due Date: Apr 14, 2020
Solicitation No: 2001-918-04-4932
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Due date/Time Location Bid Name Bid Number
4-14-2020
2:00 p.m.
Procurement Div.
818 S. Flores
Consulting and Guidance on HUD and Other Affordable Housing Programs 2001-918-04-4932
Addendum #1 2001-918-04-4932

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818 S. FLORES ST.
SAN ANTONIO, TEXAS 78204
Procurement Department
www.saha.org
REQUEST FOR PROPOSALS
For
Consulting and Guidance on HUD and
Other Affordable Housing Programs
For
HOUSING AUTHORITY OF THE
CITY OF SAN ANTONIO, TEXAS
AND
AFFILIATED ENTITIES
RFP#: 2001-918-04-4932
Prepared by:
Department of Procurement
of
The San Antonio Housing Authority
818 South Flores Street
San Antonio, Texas 78204
President and CEO ………………………………... David Nisivoccia
Equal Housing Opportunity Equal Opportunity Employer
Request for Proposals No. 2001-918-04-4932 Consulting and Guidance on HUD and Other Affordable Housing Programs
_____________________________________________________________________________
Table of Contents
Section A - Background Information and Evaluation
3
Time Line
4
Desired Outcome
4
Evaluation Criteria
5
Section B Instruction to Respondents
7
Point of Contact
7
SAHA Reservation of Rights
8
Disqualification of Respondents
10
Award and Right to Protest
11
Bonding
12
Section C Information to be Submitted
13
Tabs 1 through 8
13
Section D Terms and Conditions
17
Section 3
18
Sub-Consultants
18
Invoicing
19
Termination
20
Examination of Records
21
Force Majeure
22
EXHIBITS and ATTACHMENTS
Exhibit A- Scope of Services
Exhibit B - HUD Forms, Conflict of Interest Questionnaire, Certificate of
Interested Parties
Exhibit C - Profile of Firm, Company Biography and Sub-Consultants List
Exhibit D - Section 3 Guidelines and Forms
Exhibit E - Proposal Check List and Certification
Exhibit F - Form of Proposal, Fee Sheet and Cost Analysis
Exhibit I - Insurance Requirements
HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS (210-477-6059)
Page 2
Request for Proposals No. 2001-918-04-4932 Consulting and Guidance on HUD and Other Affordable Housing Programs
_____________________________________________________________________________
Section A
Background Information and Evaluation
Background information: Founded in 1937, the San Antonio Housing Authority (SAHA) has committed more
than 80 years to building and maintaining affordable housing for the residents of San Antonio.
SAHA is one of 39 public housing authorities throughout the nation with the Moving-to-Work (MTW) designation,
which provides agencies with the flexibility to design and test innovative approaches to enhance the agency’s
programs.
SAHA provides housing assistance to more than 65,000 children, adults and seniors through its Public Housing,
Housing Choice Voucher and Mixed-Income housing programs. As a compassionate agency, we understand safe
and quality affordable housing is the foundation to success, and we have the privilege of managing nearly 70
public housing communities, 46 mixed-income apartment complexes, known as Beacon Communities, and
administering nearly 14,000 rental vouchers throughout San Antonio.
SAHA is one of the largest housing authorities in the state of Texas and has an existing team of experienced staff
and consultants assembled to facilitate the redevelopment of its properties. SAHA is committed to creating
dynamic communities where people thrive and spurs economic growth through the awarding of local
contractors with housing development projects, obtaining real estate and administering rental subsidies with
private property owners.
SAHA is managed by President and CEO David Nisivoccia with an innovative executive team and with the
guidance of seven Board of Commissioners appointed by the Mayor of San Antonio. The SAHA Board of
Commissioners, upon the advice of the President and CEO, approves all major policy and contractual decisions.
The President and CEO is then charged with implementing these actions.
SAHA is a unit of government and its functions are essential governmental functions. The property of SAHA is
used for essential public and governmental purposes and is exempt from all taxes, including sales tax on all its
purchases of supplies and services.
SAHA enters into and executes contracts and other instruments that are necessary and convenient to the
exercise of its powers. SAHA maintains contractual arrangements with United States Department of Housing and
Urban Development (HUD) to manage and operate its low rent public housing program and administers the
Housing Assistance Payments Programs. SAHA programs are federally funded along with development and
modernization grants and rental income.
SAHA has created a number of affiliated public facility corporations (PFCs) pursuant to Chapter 303 of the Texas
Local Government Code (the Public Facility Corporation Act). In some instances, these PFCs own projects. In
other cases, PFCs or other related entities serve as partners in partnerships that have been awarded low-income
housing tax credits. SAHA’s affiliated entities own and operate more than 3,000 units of affordable housing.
SAHA staff also manages the San Antonio Housing Finance Corporation (Finance Corporation), which is primarily
a conduit issuer of bonds for consultants of affordable housing projects. The Finance Corporation was created
pursuant to Chapter 394 of the Texas Local Government Code (the Texas Housing Finance Corporations Act).
When used, SAHA shall include its affiliated entities.
As a part of our social mission and federal mandate, SAHA is committed to providing economic, training and
educational opportunities to low-income individuals in the communities we serve. All consultants are required to
recruit and hire low-income individuals for new positions and provide training and educational opportunities to the
greatest extent feasible for these individuals.
HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS (210-477-6059)
Page 3
Request for Proposals No. 2001-918-04-4932 Consulting and Guidance on HUD and Other Affordable Housing Programs
_____________________________________________________________________________
Consulting and Guidance on HUD and Other Affordable Housing Programs
The Housing Authority of the City of San Antonio, Texas (SAHA), a Moving to Work (MTW) agency, is
requesting proposals from experienced consulting firms (hereinafter referred to as “Respondent” or
“Consultant”) who possess the qualifications and expertise to provide consulting and guidance on HUD
and other affordable housing programs as outlined in the Scope of Services.
I.
Timeline:
DATE ISSUED
March 10, 2020
NON-MANDATORY PRE-SUBMITTAL
MEETING
LAST DATE FOR QUESTIONS
PROPOSAL DUE DATE
ANTICIPATED APPROVAL BY THE BOARD
March 24, 2020 at 10:00 A.M.
SAHA Central Office, 818 S. Flores,
San Antonio, TX 78204
March 24, 2020 5:00 P.M.
April 2, 2020 at 2:00 P.M.
SAHA Procurement Dept.
818 S. Flores, San Antonio, TX 78204
May/June 2020
SAHA reserves the right to modify this schedule at their discretion. Notification of changes in
connection with this solicitation will be made available to all interested parties via an emailed
Addendum and by posting on SAHA’s website and other websites.
II. Objectives:
The Housing Authority of the City of San Antonio, Texas (hereinafter called “SAHA” or the “Authority”) is
requesting responses to this Request for Proposal from experienced consultants who can demonstrate
that they possess the qualifications, expertise, financial resources and management capability to
provide the services outlined in the Scope of Services. The Consultant will need to be creative in its
approach to ensure the benefits to SAHA are effective and aid in the improvement of financial and
operational efficiencies.
III. Desired Outcome:
Consulting, analyses, studies, and advice on the impact of HUD and other affordable housing programs
and legislation upon the Agency (SAHA).
V. Evaluation: Each proposal submittal will be evaluated based upon the following information and
criteria:
A. Initial Evaluation-Responsiveness: Each proposal received will first be evaluated for
responsiveness (i.e., meeting the minimum requirements as stated in the RFP).
Evaluation-Responsibility: SAHA shall select a minimum of a three-person panel, using
the criteria established below, to evaluate each of the proposals submitted in response to
this RFP to determine the Respondent’s level of responsibility. SAHA will consider
capabilities or advantages that are clearly described in the proposal that may be confirmed
by oral presentations, site visits, demonstrations, and references contacted by SAHA. All
proposals would be evaluated as to their overall value to SAHA.
HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS (210-477-6059)
Page 4
Request for Proposals No. 2001-918-04-4932 Consulting and Guidance on HUD and Other Affordable Housing Programs
_____________________________________________________________________________
B. Restrictions: All persons having familial (including in-laws) and/or
employment relationships (past or current) with principals and/or
employees of a Respondent will be excluded from participation on SAHA’s evaluation panel.
Similarly, all persons having ownership interest in and/or contract with a Respondent will be
excluded from participation on SAHA’s evaluation panel.
C. Evaluation Criteria: The evaluation panel will use the following criteria to evaluate each
proposal:
5
Excellent
4
Above Average
3
Average
2
Below Average
1
Poor
0
Non Responsive
In preparing the proposal to the Authority, it is important for Respondents to clearly
demonstrate their expertise and qualifications in the evaluation areas described in this
chart and as outlined in the solicitation.
No Points Weight
CRITERION DESCRIPTION
1
0-5 30% Experience and Capacity of Consultant:
Experience serving as a Consultant on HUD and other affordable housing programs with
preference to those that have provided services to housing authorities or other
governmental entities. Depth of experience of proposed staff in MTW, RAD, EPC, and
Federal Housing legislation impacts.
2
0-5
30% Quality: Quality of relevant services in previous transactions and demonstrated
competence in creating and advising on programs and transactions as contemplated under
the Scope of Services.
3
0-5
5% Disclosures/Financial Capability:
Strong financial position. No disclosures indicating current litigation or disciplinary actions
4
0-5
25% Fees/Cost: Proposed fees
5
0-5
5% Strength of the Consultant’s Section Utilization 3 Plan
6
0-5
5% Strength of the Consultant’s S/W/MBE Utilization Plan
100% Total Points for Criteria
Max. HUD SECTION 3
Points
1
5 Section 3 Preference: A firm may qualify for Section 3 status for up to an additional 5
points.
a
5 Category I: As detailed in EXHIBIT D
b
4 Category II: As detailed in EXHIBIT D
c
3 Category III: As detailed in EXHIBIT D
d
2 Category IV: As detailed in EXHIBIT D
IX. Competitive Range: Once a short list is established from the proposals submitted, SAHA
reserves the right to require Respondents within the short list to make a presentation to the evaluation
committee. Presentations, if requested, shall be a factor in the award recommendation.
HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS (210-477-6059)
Page 5

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