REQUEST FOR PROPOSAL #2019 - 001 Fideicomiso de la Tierra del Caño Martín Peña, San Juan, Puerto Rico May-2019
2015-16 United Nations World Habitat Award 2010 US Environmental Protection Agency National Achievements in Environmental Justice Award 2009 Case Study, John F. Kennedy School of Government, Harvard University
TECHNICAL ASSISTANCE: DEVELOPMENT OF PROCUREMENT PROCEDURES FOR PURCHASES OVER $50,000 AND OF MODEL REQUEST FOR PROPOSALS AND CONTRACTS FOR REAL ESTATE DEVELOPMENT PROJECTS The Fideicomiso de la Tierra del Caño Martín Peña (Fideicomiso), is a private, nonprofit community land trust that owns and manages over 200 acres of land, through collective land tenure, for the benefit of the residents that live within the Caño Martin Peña Special Planning District (District) and in accordance with the District’s Comprehensive Development and Land Use Plan. It regularizes land tenure for approximately 1,500 families, preventing gentrification as an unintended consequence of the tidal channel’s ecosystem restoration while guaranteeing security of tenure and access to affordable housing. In 2018, the Fideicomiso won the Communities Thrive Challenge, sponsored by the Chan Zuckerberg Initiative and The Rockefeller Foundation. As part of the award, the Fideicomiso request proposals from qualified and experienced attorneys or law firms to provide technical assistance to the Fideicomiso in the following two areas: (a) Development of procurement procedures for purchases of over $50,000. (b) Development of model request for proposals and contracts that the Fideicomiso and its subsidiary, Desarrollos Martin Peña, Inc. (DPM), can use to select the appropriate development team and engage in partnerships that will enable real estate development projects. Attorney or law firm must have capability to operate in Puerto Rico and provide a professional liability insurance policy. Procurement procedures The Fideicomiso has adopted procurement procedures for professional services and for the purchase of goods, works, and services valued under $50,000. The Fideicomiso needs to establish procurement procedures that are within its administrative capabilities and compliant with federal government regulations, within cover the purchase of goods, works, and services valued over $50,000. Such procedures must be available for the Fideicomiso to carry out the upcoming procurement of services related to the rehabilitation of a building. Housing and mixed-use development The Fideicomiso owns several lots that are available for development, as per the District Plan. Although the land cannot be sold, the Fideicomiso can engage in long term leases, grant surface rights, among other property management tools to enable such development. Its priority is to provide and maintain affordable housing within the District, and specifically, to provide housing alternatives targeting the families that are undergoing a relocation process in compliance with the Uniform Relocation Act. Such acquisitions and relocations are led by the Corporación del Proyecto ENLACE del Caño Martin Peña, a public corporation created under Law 489 of September 23, 2004, as amended, tasked with implementing the District Plan. During the upcoming years, the Fideicomiso seeks to build 450 housing units for homeowners and approximately 200 for renters.
To accomplish this strategic goal, the Fideicomiso created the 501c(3) non for profit subsidiary DMP, which will seek certification as a Community Housing Development Organization (CHDO). This recently created entity needs a basic administrative structure to be able to start the process of developing low-income housing within land owned by the Fideicomiso, targeting District residents. The two high priority developments are: Project 1: Development and construction of a mixed-use multifamily housing project. The existing vacant lot has approximately 13,750 sq mts. The zoning is residential (R4). Flood Zone: X. In consultation with residents, most of these units will be offered to homeowners undergoing relocation, and others may be developed for renters. Location pin: https://goo.gl/maps/WEWEUqmVJwD2 Project 2: Development and construction of about 20 single-family housing units on scattered sites on Fideicomiso lands within the District, targeting homeowners undergoing relocation. The housing models designed have an average of 1000 sq ft of construction area. There are opportunities to develop over 120 scattered site homes within the District. Potential funding sources include federal programs and funds, such as the Community Development Block Grant – Disaster Recovery (CDBG-DR), the HOME program, low income housing tax credits (LIHTC), New Markets Tax Credit, opportunity zones, among others.
Scope of work Work under this contract is expected to include, but not be limited to the following: (1) Define the administrative and organizational structure the Fideicomiso needs, in order to find the team, to develop the two projects mentioned above. This includes without limitation: 1. Determine which procurements rule should apply. 2. Draft the request for Qualifications (RFQ) model to identify development companies. 3. Draft the contract models for developers 4. Draft the contract models for construction 5. Draft the bid package model 6. Draft any other model required (in the agreement of the parties) All products to be prepared must comply with all the local, state and federal requirements in all the products to develop. All products must be written in English, but proposer must have the capacity to speak and read existing documentation in Spanish in order to do so. The proposer must present a schedule of work. All products must be finished by July 31, 2019. Proposers must respond in the format delineated below. Failure to submit this information will render your proposal non-responsive. Related documents: Law 489, the Martin Peña Canal Special Planning District Integrated Development Act. 2004, Reglamento General del Fideicomiso de la Tierra del Caño Martín Peña, Reglamento de Compras del Fideicomiso de la Tierra del Caño Martín Peña, Request for Qualifications model (for reference).
REQUEST FOR PROPOSAL RFP-2018______ Fideicomiso de la Tierra del Caño Martín Peña TECHNICAL ASSISTANCE: DEVELOPMENT OF PROCUREMENT PROCEDURES FOR PURCHASES OVER $50,000 AND OF MODEL CONTRACTS AND REQUEST FOR PROPOSALS FOR REAL ESTATE DEVELOPMENT PROJECTS Company/ Professional Name: Authorized Representative:____________________________________________ Address:_______________________________________ Tel:_________________ Date:________________ QUALIFICATIONS: Provide a description and history of the professional / law firm focusing on previous project development experience with similar size and scope and relevant experience performing all responsibilities listed under the Scope of Work section of this RFP. Include the CV of the professional or team. Must be Bilingual (Spanish – English) REFERENCES Provide a minimum of three references for which the proposer has performed services in the past that are similar to the requirements under this RFP. TECHNICAL APPROACH Provide a description of proposer’s approach to the project. PRODUCTS AND COST PROPOSAL Fill the format below
PRODUCTS AND COST PROPOSAL ITEM
TASK
A.
Develop the following template models: (1) Procurements rules for $50,000 or more purchases. a. Compliance with applicable local, Commonwealth, 2C.F.R 200 and other Federal laws, regulations, executive orders, procurements and codes as applicable (2) Request for Qualifications (RFQ) model to identify development companies. Including a description of the projects, roles, and de legal structure desire. a. Define the administrative and organizational structure the
UNIT PRICE
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Fideicomiso needs, in order to find the team, to develop the proposed projects. b. Models must have the capacity to adapt to different ways of partnerships between Fideicomiso, DMP, and Developers.
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(3) Contract model between the Fideicomiso, DMP and prospective developers.
$__________________
(4) Contract model between the Fideicomiso, DMP and prospective contractors
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(5) Setup Instructions and Attachments model for construction
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TOTAL
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____________________________ Sign ____________________________ Name
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GENERAL EVALUATION OF PROPOSALS: During the evaluation of the proposals, the Fideicomiso, at its sole discretion, may contact individual proposers to clarify aspects of the proposals. The Fideicomiso reserves the right to reject any proposal for any reason that it deems to be in the best interests of the Fideicomiso. The Fideicomiso will notify the chosen proposer and the parties will proceed to enter into a written agreement, subject to compliance with all applicable laws and regulations. Fideicomiso’s decision is final. The selected proposer will enter into an agreement with the Fideicomiso and the sponsor Redstone Strategy Group (the parties). This RFP may be canceled by the Fideicomiso for convenience, including for lack of funds or, if, in the Fideicomiso’s sole discretion, none of the proposals meet its requirements or fulfills its needs. The parties, with or without cause, may terminate any contract resulting from this RFQ by providing thirty (30) days written notice to the other party. Termination may be for convenience. QUESTION: Any questions regarding this RFP or the evaluation of proposals must be submitted on or before Jun 05, 2019 in writing via electronic mail to the following address: info@fideicomisomartinpena.org COMMUNICATIONS BEFORE AWARD: Except for questions and clarifications submitted on or before the date indicated in the Questions section of this RFP, it is forbidden for any potential proposer to contact the Fideicomiso, its employees or representatives. Any contact or attempt at contact will result in disqualification of the proposer. GENERAL INSTRUCTIONS AND DEADLINE: Proposals and all attachments will be accepted in any of the following formats: (a) Original signed; (b) digital copy by email to the following address info@fideicomisomartinpena.org. Paper documents submitted in original must include the title of this RFP. Proposals submitted by email should include the title of this RFP in the subject field and in the file name. Proposals shall be delivered on June 05, 2019, at the following address: Attention: Lyvia N. Rodriguez del Valle Fideicomiso de la Tierra del Caño Martin Peña #51 Calle Quisqueya esq. Calle Uruguay San Juan, PR 00917 Email: info@fideicomisomartinpena.org