Item B07
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date:
December 20, 200 I
Division:
Growth Management
Bulk Item: Yes x
No
Department:
N/A
AGENDA ITEM WORDING: Approval for the Growth Management Division to solicit a Request for Qualifications
from qualified housing planning firms or individuals to serve as Affordable Housing Coordinator under a five-member
Affordable Housing Oversight Committee.
ITEM BACKGROUND: A major recommendation resulting from the workshops conducted earlier this year by the
Florida Department of Community Affairs was the hiring of a firm or individual to serve as Affordable Housing
Coordinator to assist localities, community organizations, businesses, and developers in addressing affordable housing
issues. The recommendations come from an Affordable Housing Panel with representatives from local government, state
agencies, local developers, community based organizations, the business community, and elected officials.
Each participating entity is to provide their fair share of the funding for services to be provided. Monroe County BOCC
has already appropriated between $22,000 to $44,000 as its share. At this time, a total of approximately $78,000 has been
pledged by other government and entities, which includes $22,000 from the County.
The firm or individual will be an independent contractor employed by Monroe County under the direction of a five (5)
member Affordable Housing Oversight Committee. The Committee consists of Commissioner Williams, Rebecca Jetton,
DCA Community Program Administrator, and Richard Casey, Program Administrator, Monroe County Housing Authority,
and two other members to be appointed later. The Consultant Selection Committee will consist of the three existing
members of the Affordable Housing Oversight committee.
On behalf of the Oversight Committee, the Growth Management Division will solicit a Request for Qualifications (RFQ)
from qualified firms and individuals. The Consultant Selection committee will review the written responses, interview the
top respondents and select three or more of the top ranked respondents to be interviewed by the Affordable Housing Panel.
The Affordable Housing Panel will interview the respondents selected by the Consultant Selection Committee and choose
the top-ranked firm or individual. The Oversight Committee with assistance from Growth Management Division staff will
enter into contract negotiations with the selected firm or individual. The negotiated contract will be brought back before
the BOCC for its approval.
PREVIOUS REVELANT BOCC ACTION: The BOACC has approved the recommendations in concept of the
Affordable nousing Panel ;ilcluding the hiring of the Affordable Housing Coordinator.
CONTRACT/AGREEMENT CHANGES:
ST AFF RECOMMENDATIONS: Approval
TOTAL COST: $78,000
COST TO COUNTY: $22,000
BUDGETED: Yes X
No
REVENUE PRODUCING:
Yes
No X
AMOUNT PER MONTH
Year
APPROVED BY:
County Atty
DIVISION DIRECTOR APPROVAL:
DOCUMENTATION:
Included ~ To Follow
DISPOSITION:
AGENDA ITEM # 2- 87
ReG l ~p d
GROWTH MANAGEMENT DIVISION
2798 OVERSEAS HIGHWAY. SUITE 400
MARATHON. FLORIDA 33050
VOICE: (305) 289-2500
FAX: (305) 289-2536
BOARD OF COUNiY
COMMISSIONERS
MAYOR CHARLES "SONNY" MCCOY. DIST. 3
MAYOR PRO TEM DIXIE SPEHAR. DIST. 1
COMMISSIONER GEORGE NEUGENT. DIST. 2
COMMISSIONER MURRAY NELSON. DIST. 5
COMMISSIONER NORA WILUAMS. DIST. 4
December 13, 2001
To Perspective Respondents:
RE: Request for Statement of Qualifications (RSQ) for the -
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL
GOVERNMENT AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE
THE SUPPLY OF AFFORDABLE HOUSING AND TO DEVELOP MODIFICATIONS
TO COMPREHENSIVE PLANS AND LAND DEVELOPMENT REGULATIONS
WHICH WILL F ACILIT A TE AFFORDABLE HOUSING DEVELOPMENT IN THE
FLORIDA KEYS
Weare pleased that you have shown an interest in assisting Monroe County in its effort to
increase the supply of affordable housing stock in the Florida Keys.
Our target respondents are academic institutions, housing finance consultant firms,
community based organizations and housing planners. Respondents should be experienced in
analyzing land use plans and land development regulations, housing fin:illce programs for low to
moderate income housing development and community outreach. The respondents should be
experienced in preparing plans that include a full range of programmatic and regulatory
recommendations. The County is seeking qualified, objective groups that have the ability to
understand the unique issues of the Florida Keys.
The RSQ Review Committee, the Affordable Housing panel and the Board of County
Commissioners (BOCC) looks forward to your participation in this effort.
Attached are:
· Notice of Request for Statements of Qualifications.
· Specifications for Statements of Qualifications.
. Review Criteria.
Page 1 of 13
. Approximate Project Schedule.
Requests for Statements of Qualification will be made available after December 20. 2001.
Responses must be submitted no later than February 5. 2002.
The County has assembled a Statement of Qualifications Review Committee consisting of
representatives of the Momoe County Commission, the Momoe County Housing Authority, and the
Department of Community Affairs.
Responses will be opened officially on February 5. 2002. The RSQ Review Committee will
meet as soon after that as possible to begin a review of Statements of Qualifications. Review will
be completed by February 12.2002 and results of the review recommending the three most qualified
firms or persons will be reported to the Affordable Housing Panel in February. A negotiated contract
for services will be presented to the BOCC at its March meeting. The project would begin
approximately May 1. 2002.
We look forward to your response.
Sincerely,
Timothy McGarry
Director of Growth Management
Page 2 of 13
NOTICE OF A
REQUEST FOR QUALIFICATIONS
NOTICE IS HEREBY GIVEN TO WHOM IT MAY CONCERN that on February 5, 2001, at
the.office of the Director of Purchasing, a committee consisting of representatives from the
Monroe County Commission, the Monroe County Housing Authority and the Department of
Community Affairs will open sealed Statements of Qualifications for the following:
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL
GOVERNMENTS AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE
THE SUPPLY OF AFFORDABLE HOUSING UNITS AND TO RECOMMEND
MODIFICATIONS TO COMPREHENSIVE PLANS AND LAND DEVELOPMENT
REGULATIONS WHICH WILL FACILITATE THE DEVELOPMENT OF
AFFORDABLE HOUSING IN THE FLORIDA KEYS
All Statements of Qualifications must be received by the Purchasing Office, 1100 Simonton
Street, Room 2-213, Key West, Florida, 33040 on or before 3 PM on February 5. 2002. A
Review Committee will consider all Statements of Qualifications. The Committee will rank each
Statement and will develop a list of prioritized rankings. Based on the Review and prioritized
rankings, a recommendation of the lead RSQ respondent will be made to the Affordable Housing
panel and the Board of County Commissioners.
The Board will automatically reject the Statement of Qualifications of any person or affiliate who
appears on the convicted vendor list prepared by the Department of General Services, State of
Florida, under Section 287.113 (3 ) (d), Florida Statutes (1989).
All submissions must contain two (2) complete originals and five (5) complete copies of each
Statement of Qualifications in a sealed envelope marked on the outside,
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL
GOVERNMENTS AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE
THE SUPPLY OF AFFORDABLE HOUSING UNITS AND TO RECOMMEND
MODIFICATIONS TO COMPREHENSIVE PLANS AND LAND DEVELOPMENT
REGULATIONS WHICH WILL F ACILIT A TE THE DEVELOPMENT OF
AFFORDABLE HOUSING IN THE FLORIDA KEYS
Page 3 of 13
All Statements of Qualification must remain valid for a period of ninety (90) days.
Specifications may be obtained by contacting Purchasing office at (305) 292-4465. Further
information may be obtained by contacting Rebecca Jetton, Community Program Administrator,
Department of Community Affairs, 2796 Overseas Highway, Suite 212, Marathon, Florida 33050,
Voice: (305) 289 2502, FAX: (305) 289 2442.
The Board of County Commissioners reserves the right to reject any and all Statements of
Qualifications, to waive informalities in any or all Statements of Qualifications, and to re-advertise
for Statements of Qualifications.
The Board also reserves the right to separately accept or reject any item or items of a Statement of
Qualification and to award and/or negotiate a contract in the best interest of the County.
Dated at Key West, Florida, this _ day of
, 2001.
Purchasing Office
Monroe County, Florida
Page 4 of 13
REOUEST FOR STATEMENTS OF OUALIFICATION
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL GOVERNMENTS
AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE THE SUPPLY OF
AFFORDABLE HOUSING UNITS AND TO RECOMMEND MODIFICATIONS TO
COMPREHENSIVE PLANS AND LAND DEVELOPMENT REGULATIONS WHICH
WILL FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING IN THE
FLORIDA KEYS
PURPOSE
The purpose of this Request for Statements of Qualifications is to identify housing finance
construction funding sources, draft modifications to comprehensive plan policies and land
development regulations, gather data and provide community outreach will result in strategies to
improve the supply of affordable housing units within the Florida Keys.
BACKGROUND
In an effort to facilitate discussion, build consensus, and initiate the development of action plans for
the creation of affordable housing, the Florida Department of Community Affairs (DCA) organized
and hosted a series of three public workshops. Workshop participants included representatives of
local governments, state agencies, local developers, community based organizations, the business
community and elected officials. The workshops identified obstacles to development of affordable
housing, provided examples of solutions utilized by other communities, made affordable housing
permit allocations available and increased the opportunity to secure public funding oflocal projects.
A complete list of individuals and organizations participating is attached.
In order to move forward, it was determined that the group would contract and fund an individual
and/or organization to further develop, coordinate and facilitate the development of affordable
housing projects of private and public partners.
Applicants must have experience in obtaining funding for affordable housing programs; must have
knowledge of state and federal funding sources and of the comprehensive planning process and the
application of Land Development Regulations, experience working with local governments,
developers, financial institutions and community/environmental organizations, and experience in
community outreach. In addition to broad affordable housing experience, the applicant must
demonstrate strong written and oral communications skills.
The individual or entity shall be an independent contractor employed by Monroe County under the
direction and supervision of a five (5) member Oversight Committee representing the affordable
housing stakeholders participating in the DCA Affordable Housing Workshop.
Page 5 of 13
OBJECTIVES
. Begin to work with affordable housing developers, local governments, the Land and Housing
Authorities, local banks, and state and federal agencies to identify funding sources.
. Develop and coordinate an ongoing partnership among affordable housing agencies,
developers, local banks, and local governments.
. Work with local governments, developers and affordable housing agencies to identify and
acquire sites suitable for affordable housing.
. Begin to assist local governments in development or modification of comprehensive plan
policies and land development regulations which are necessary to implement an adopted
affordable housing strategy by:
Gathering and analyzing information
Providing model language from other communities
Encouraging mutually supportive policies
Drafting needed changes and providing to planning director
. Work with affordable housing developers, local governments, the Land and Housing
Authorities, local banks, and state and federal agencies to obtain funding and approval for
the identified affordable housing projects.
. Begin to assist local governments in identifying and assigning to specific projects the
affordable housing allocations recently made available by DCA and develop a list of vacant
developable land.
. Work with the private and non-profit sectors to facilitate their effective participation in the
adopted local government affordable housing strategy.
· Work with staff of the House Committee on Local Government and Veterans Affairs on the
preparation and adoption of appropriate legislation pertaining to affordable housing in the
Keys.
. Develop mechanisms to overcome NIMBY responses to affordable housing development.
. Assist in obtaining local government approvals for housing projects.
· Work with the Chambers of Commerce throughout Monroe County to develop coordinated
information centers to provide affordable housing information to residents and people
interested in moving to the Keys. (This would include coordination between Key West-
Monroe County Housing Authority and the Chambers on publication ofthis information in
the Chamber newsletters and between the School Board for inclusion on their web site.)
Page 6 of 13
· Develop a collaborative partnership with financial institutions in Monroe County to ensure
a high level of participation in affordable housing projects.
· Work with the law enforcement agencies, the School Board, and medical workers to form
a consortium for Public Service Housing.
· Develop a financial literacy program for residents interested in affordable housing.
· Act as a clearinghouse for affordable housing projects so that ROGO units and Nutrient
Reduction Credits are pooled and transferred as needed.
Page 7 of 13
Responses to Request for Qualifications
Review Criteria
The Review Committee will meet to consider each response to the Request for Statements of
Qualification. The Committee will rank each firm based on the following list of criteria.
· Professional Qualifications of Project Staff Extent of background of key project staff in
obtaining financing for affordable housing development, knowledge of land use planning
techniques and land development regulations for affordable housing development. [35
points]
· Objective Areas of the RSQ: Extent to which the Response addresses each objective area of
the RSQ and demonstrates an understanding of the affordable housing needs. [20 points]
· Experience of Respondent: Extent to which the Respondent demonstrates that proposed
project staffhave experience working together on similar efforts for improving the supply of
affordable housing. [15 points]
· Written and Oral Presentation Skills: Extent to which the entity or person successfully
convey the ability to accomplish the objective areas of the RSQ.
[15 points]
· Project Management: Extent to which Respondent demonstrates a solid management
structure that will expeditiously complete the project and be accessible and responsive to the
needs of the Oversight Committee[ 15 points]
Page 8 of 13
Project Approximate Review and Completion Schedule
12/30/2001
Notification of Request for Statements of Qualification
3 PM on 2/5/2002
Responses to RSQ due
3 PM on 2/5/2002
Responses to RSQ officially opened
2/4/2002 to 2/21/2002
Review Committee will review Responses
2/22/2002
3/20/2002
Affordable Housing Panel Review
Board of County Commissioners to consider recommendations
of the Affordable Housing Panel and request that the staff enter
into contract negotiations with the chosen respondent
3/25/2002 to 4/15/2002
Contract negotiation with chosen respondent
5/15/2002
Contract with chosen respondent approved
6/1/2002 to 6/30/2003
Project initiated and completed
6/30/2003
Project complete - all final reports and recommendations complete.
Page 9 of 13
DRUG-FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,
possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that
will be taken against employees for violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining
a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and
the penalties that may be imposed upon employees for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that are under bid a
copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of working on the
commodities or contractual services that are under bid, the employee will abide by the terms of the statement
and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of
Chapter 893 (Florida Statutes) or of any controlled substance law of the United States or any state, for a
violation occurring in the workplace no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation
program if such is available in the employee's community, or any employee who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this
section.
As the person authorized to sign the statement, I certify that this firm complies fully with the above
requirements.
Bidder's Signature
Date
Page 10 of 13
NON-COLLUSION AFFIDAVIT
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL GOVERNMENTS
AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE THE SUPPLY OF
AFFORDABLE HOUSING UNITS AND TO RECOMMEND MODIFICATIONS TO
COMPREHENSIVE PLANS AND LAND DEVELOPMENT REGULATIONS WHICH
WILL FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING IN THE
FLORIDA KEYS
I,
of the city
of
perjury, depose and say that;
according to law on my oath, and under penalty of
1) I am
for the project described as follows:
, the bidder making the Proposal
2) The prices in this bid have been arrived at independently without collusion, consultation,
communication or agreement for the purpose of restricting competition, as to any matter relating to such
prices with any other bidder or with any competitor;
3) Unless otherwise required by law, the prices which have been quoted in this bid have not
been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid
opening, directly or indirectly, to any other bidder or to any competitor; and
4) No attempt has been made or will be made by the bidder to induce any other person,
partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition;
5) The statements contained in this affidavit are true and correct, and made with full knowledge
that Monroe County relies upon the truth of the statements contained in this affidavit in awarding
contracts for said project.
STATE OF
(Signature of Bidder)
COUNTY OF
DATE
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, (name of individual
signing) affixed his/her signature in the space provided above on this
day of
,20
My commission expires:
NOTARY PUBLIC
Page 11 of 13
SWORN STATEMENT UNDER ORDINANCE NO. 10-1990
MONROE COUNTY. FLORIDA
ETHICS CLAUSE
warrants that he/it has not employed, retained
or otherwise had act on his/its behalf any former County officer or employee in violation of
Section 2 of Ordinance No. 10-1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 10-1990. For breach or violation of this provision the County
may, in its discretion, terminate this contract without liability and may also, in its discretion,
deduct from the contract or purchase price, or otherwise recover, the full amount of any fee,
commission, percentage, gift, or consideration paid to the former County officer or employee.
(signature)
Date:
STATE OF
COUNTY OF
PERSONALL Y APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, affixed his/her
signature (name of individual signing) in the space provided above on this
day of
,20_
My commission expires:
NOTARY PUBLIC
Page 12 of 13
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list following a
conviction for public entity crime may not submit a bid on a contract to provide any
goods or services to a public entity, may not submit a bid on a contract with a public
entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to public entity, may not be awarded or perform
work as a contractor, supplier, subcontractor, or consultant under a contract with any
public entity, and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, for CATEGORY TWO for a period
of36 months from the date of being placed on the convicted vendor list."
Page 13 of 13
Growth Management Division
2798 Overseas Highway
Suite 400
Marathon, Florida 33050
Voice: (305) 289-2500
FAX: (305) 289-2536
Board of County Commissioners
Mayor Charles "Sonny" McCoy, Dist. 3
Mayor Pro Tern Dixie Spehar, Dist. I
Comm. Murray E. Nelson, Dist. 5
Comm. George Neugent, Dist. 2
Comm. Nora Williams, Dist. 4
MEMORANDUM
TO:
Board of County Commissioners
FROM:
Timothy J. McGarry, AICP, Directo~
Growth Management Division ~ ' ,
DA TE:
December 1 3, 2001
SUBJECT:
Documentation to Follow
Agenda Item B 7 - December 20, 2001
-------------------------------------------------------------------------------------------------------------------------------
Enclosed please find the documentation to follow for the above referenced agenda item seeking
approval to solicit a Request for Qualifications for an Affordable Housing Coordinator.
If you have any questions, please contact me directly at 289-2517.
CC: James Roberts, County Administrator
Danny Kolhage, County Clerk
leg
C:\Colleen\bocc stuff\memo to bocc hawk's cay 12140l.doc
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date:
December 20,2001
Division:
Growth Management
Bulk Item: Yes x
No
Department:
N/A
AGENDA ITEM WORDING: Approval for the Growth Management Division to solicit a Request for Qualifications
from qualified housing planning firms or individuals to serve as Affordable Housing Coordinator under a five-member
Affordable Housing Oversight Committee.
ITEM BACKGROUND: A major recommendation resulting from the workshops conducted earlier this year by the
Florida Department of Community Affairs was the hiring of a firm or individual to serve as Affordable Housing
Coordinator to assist localities, community organizations, businesses, and developers in addressing affordable housing
issues. The recommendations come from an Affordable Housing Panel with representatives from local government, state
agencies, local developers, community based organizations, the business community, and elected officials.
Each participating entity is to provide their fair share of the funding for services to be provided. Monroe County BOCC
has already appropriated between $22,000 to $44,000 as its share. At this time, a total of approximately $78,000 has been
pledged by other government and entities, which includes $22,000 from the County.
The firm or individual will be an independent contractor employed by Monroe County under the direction of a five (5)
member Affordable Housing Oversight Committee. The Committee consists of Commissioner Williams, Rebecca Jetton,
DCA Community Program Administrator, and Richard Casey, Program Administrator, Monroe County Housing Authority,
and two other members to be appointed later. The Consultant Selection Committee will consist of the three existing
members ofthe Affordable Housing Oversight committee.
On behalf of the Oversight Committee, the Growth Management Division will solicit a Request for Qualifications (RFQ)
from qualified firms and individuals. The Consultant Selection committee will review the written responses, interview the
top respondents and select three or more of the top ranked respondents to be interviewed by the Affordable Housing Panel.
The Affordable Housing Panel will interview the respondents selected by the Consultant Selection Committee and choose
the top-ranked firm or individual. The Oversight Committee with assistance from Growth Management Division staff will
enter into contract negotiations with the selected firm or individual. The negotiated contract will be brought back before
the BOCC for its approval.
PREVIOUS REVELANT BOCC ACTION: The BOACC has approved the recommendations in concept of the
Affordable Housing Panel including the hiring of the Affordable Housing Coordinator.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS: Approval
TOTAL COST: $78,000
COST TO COUNTY: $22,000
BUDGETED: Yes X
No
REVENUE PRODUCING:
Yes
No X
AMOUNT PER MONTH
Year
APPROVED BY:
County Atty _
DIVISION DIRECTOR APPROVAL:
DOCUMENTATION:
Included ~ To Follow
AGENDA ITEM # 2- 87
,
DISPOSITION:
GROWTH MANAGEMENT DIVISION
2798 OVERSEAS HIGHWAY, SUITE 400
MARATHON. FLORIDA 33050
VOICE: (305) 289-2500
FAX: (305) 289-2536
BOARD OF COUNTY
COMMISSIONERS
MAYOR CHARLES "SONNY" MCCOY, DIST. 3
MAYOR PRO TEM DIXIE SPEHAR, OIST.l
COMMISSIONER GEORGE NEUGENT. OIST. 2
COMMISSIONER MURRAY NELSON. OIST. 5
COMMISSIONER NORA WIWAMS. OIST. 4
December 13,2001
To Perspective Respondents:
RE: Request for Statement of Qualifications (RSQ) for the -
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL
GOVERNMENT AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE
THE SUPPLY OF AFFORDABLE HOUSING AND TO DEVELOP MODIFICATIONS
TO COMPREHENSIVE PLANS AND LAND DEVELOPMENT REGULATIONS
WHICH WILL FACILITATE AFFORDABLE HOUSING DEVELOPMENT IN THE
FLORIDA KEYS
We are pleased that you have shown an interest in assisting Monroe County in its effort to
increase the supply of affordable housing stock in the Florida Keys.
Our target respondents are academic institutions, housing finance consultant firms,
community based organizations and housing planners. Respondents should be experienced in
analyzing land use plans and land development regulations, housing finance programs for low to
moderate income housing development and community outreach. The respondents should be
experienced in preparing plans that include a full range of programmatic and regulatory
recommendations. The County is seeking qualified, objective groups that have the ability to
understand the unique issues of the Florida Keys.
The RSQ Review Committee, the Affordable Housing panel and the Board of County
Commissioners (BOCC) looks forward to your participation in this effort.
Attached are:
· Notice of Request for Statements of Qualifications.
· Specifications for Statements of Qualifications.
. Review Criteria.
Page 1 of 13
. Approximate Project Schedule.
Requests for Statements of Qualification will be made available after December 20. 2001.
Responses must be submitted no later than F ebruarv 1. 2001.
The County has assembled a Statement of Qualifications Review Committee consisting of
representatives of the Monroe County Commission, the Monroe County Housing Authority, and the
Department of Community Affairs.
Responses will be opened officially on February 5. 2002. The RSQ Review Committee will
meet as soon after that as possible to begin a review of Statements of Qualifications. Review will
be completed by F ebruarv 12.2002 and results of the review recommending the three most qualified
firms or persons will be reported to the Affordable Housing Panel in February. A negotiated contract
for services will be presented to the BOCC at its March meeting. The project would begin
approximately May 1. 2002.
We look forward to your response.
Sincerely,
Timothy McGarry
Director of Growth Management
Page 2 of 13
NOTICE OF A
REQUEST FOR QUALIFICATIONS
NOTICE IS HEREBY GIVEN TO WHOM IT MAY CONCERN that on February 5, 2001, at
the office of the Director of Purchasing, a committee consisting of representatives from the
Monroe County Commission, the Monroe County Housing Authority and the Department of
Community Affairs will open sealed Statements of Qualifications for the following:
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL
GOVERNMENTS AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE
THE SUPPLY OF AFFORDABLE HOUSING UNITS AND TO RECOMMEND
MODIFICATIONS TO COMPREHENSIVE PLANS AND LAND DEVELOPMENT
REGULATIONS WHICH WILL F ACILIT A TE THE DEVELOPMENT OF
AFFORDABLE HOUSING IN THE FLORIDA KEYS
All Statements of Qualifications must be received by the Purchasing Office, 1100 Simonton
Street, Key West, Florida, 33040 on or before 3 PM on February 1. 2001. A Review Committee
will consider all Statements of Qualifications. The Committee will rank each Statement and will
develop a list of prioritized rankings. Based on the Review and prioritized rankings, a
recommendation of the lead RSQ respondent will be made to the Affordable Housing panel and
the Board of County Commissioners.
The Board will automatically reject the Statement of Qualifications of any person or affiliate who
appears on the convicted vendor list prepared by the Department of General Services, State of
Florida, under Section 287.113 (3) (d), Florida Statutes (1989).
All submissions must contain two (2) complete originals and five (5) complete copies of each
Statement of Qualifications in a se(lJed envelope marked on the outside,
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL
GOVERNMENTS AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE
THE SUPPLY OF AFFORDABLE HOUSING UNITS AND TO RECOMMEND
MODIFICATIONS TO COMPREHENSIVE PLANS AND LAND DEVELOPMENT
REGULATIONS WHICH WILL FACILITATE THE DEVELOPMENT OF
AFFORDABLE HOUSING IN THE FLORIDA KEYS
Page 3 of 13
All Statements of Qualification must remain valid for a period of ninety (90) days.
Specifications and/or further information may be obtained by contacting Rebecca Jetton, Community
Program Administrator, Department of Community Affairs, 2796 Overseas Highway, Suite 212,
Marathon, Florida 33050, Voice: (305) 289 2502, FAX: (305) 289 2442.
The Board of County Commissioners reserves the right to reject any and all Statements of
Qualifications, to waive informalities in any or all Statements of Qualifications, and to re-advertise
for Statements of Qualifications.
The Board also reserves the right to separately accept or reject any item or items of a Statement of
Qualification and to award and/or negotiate a contract in the best interest of the County.
Dated at Key West, Florida, this _ day of
,2001.
Office of Management and Budget
Monroe County, Florida
Page 4 of 13
REOUEST FOR STATEMENTS OF OUALIFICATION
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL GOVERNMENTS
AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE THE SUPPLY OF
AFFORDABLE HOUSING UNITS AND TO RECOMMEND MODIFICATIONS TO
COMPREHENSIVE PLANS AND LAND DEVELOPMENT REGULATIONS WHICH
WILL FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING IN THE
FLORIDA KEYS
PURPOSE
The purpose of this Request for Statements of Qualifications is to identify housing finance
construction funding sources, draft modifications to comprehensive plan policies and land
development regulations, gather data and provide community outreach will result in strategies to
improve the supply of affordable housing units within the Florida Keys.
BACKGROUND
In an effort to facilitate discussion, build consensus, and initiate the development of action plans for
the creation of affordable housing, the Florida Department of Community Affairs (DCA) organized
and hosted a series of three public workshops. Workshop participants included representatives of
local governments, state agencies, local developers, community based organizations, the business
community and elected officials. The workshops identified obstacles to development of affordable
housing, provided examples of solutions utilized by other communities, made affordable housing
permit allocations available and increased the opportunity to secure public funding oflocal projects.
A complete list of individuals and organizations participating is attached.
In order to move forward, it was determined that the group would contract and fund an individual
and/or organization to further develop, coordinate and facilitate the development of affordable
housing projects of private and public partners.
Applicants must have experience in obtaining funding for affordable housing programs; must have
knowledge of state and federal funding sources and of the comprehensive planning process and the
application of Land Development Regulations, experience working with local governments,
developers, financial institutions and community/environmental organizations, and experience in
community outreach. In addition to broad affordable housing experience, the applicant must
demonstrate strong written and oral communications skills.
The individual or entity shall be an independent contractor employed by Monroe County under the
direction and supervision of a five (5) member Oversight Committee representing the affordable
housing stakeholders participating in the DCA Affordable Housing Workshop.
Page 5 of 13
OBJECTIVES
· Begin to work with affordable housing developers, local governments, the Land and Housing
Authorities, local banks, and state and federal agencies to identify funding sources.
· Develop and coordinate an ongoing partnership among affordable housing agencies,
developers, local banks, and local governments.
· Work with local governments, developers and affordable housing agencies to identify and
acquire sites suitable for affordable housing.
· Begin to assist local governments in development or modification of comprehensive plan
policies and land development regulations which are necessary to implement an adopted
affordable housing strategy by:
Gathering and analyzing information
Providing model language from other communities
Encouraging mutually supportive policies
Drafting needed changes and providing to planning director
· Work with affordable housing developers, local governments, the Land and Housing
Authorities, local banks, and state and federal agencies to obtain funding and approval for
the identified affordable housing projects.
· Begin to assist local governments in identifying and assigning to specific projects the
affordable housing allocations recently made available by DCA and develop a list of vacant
developable land.
· Work with the private and non-profit sectors to facilitate their effective participation in the
adopted local government affordable housing strategy.
· Work with staff of the House Committee on Local Government arid Veterans Affairs on the
preparation and adoption of appropriate legislation pertaining to affordable housing in the
Keys.
· Develop mechanisms to overcome NIMBY responses to affordable housing development.
· Assist in obtaining local government approvals for housing projects.
· Work with the Chambers of Commerce throughout Ivionroe County to develop coordinated
information centers to provide affordable housing information to residents and people
interested in moving to the Keys. (This would include coordination between Key West-
Monroe County Housing Authority and the Chambers on publication of this information in
the Chamber newsletters and between the School Board for inclusion on their web site.)
Page 6 of 13
· Develop a collaborative partnership with financial institutions in Monroe County to ensure
a high level of participation in affordable housing projects.
· Work with the law enforcement agencies, the School Board, and medical workers to form
a consortium for Public Service Housing.
· Develop a financial literacy program for residents interested in affordable housing.
· Act as a clearinghouse for affordable housing projects so that ROGO units and Nutrient
Reduction Credits are pooled and transferred as needed.
Page 7 of 13
Responses to Request for Qualifications
Review Criteria
The Review Committee will meet to consider each response to the Request for Statements of
Qualification. The Committee will rank each firm based on the following list of criteria.
· Professional Qualifications of Project Staff: Extent of background of key project staff in
obtaining financing for affordable housing development, knowledge of land use planning
techniques and land development regulations for affordable housing development. [35
points]
· Objective Areas of the RSQ: Extent to which the Response addresses each objective area of
the RSQ and demonstrates an understanding of the affordable housing needs. [20 points]
· Experience of Respondent: Extent to which the Respondent demonstrates that proposed
project staff have experience working together on similar efforts for improving the supply of
affordable housing. [15 points]
· Written and Oral Presentation Skills: Extent to which the entity or person successfully
convey the ability to accomplish the objective areas of the RSQ.
[15 points]
· Project Management: Extent to which Respondent demonstrates a solid management
structure that will expeditiously complete the project and be accessible and responsive to the
needs of the Oversight Committee [15 points]
Page 8 of 13
Project Approximate Review and Completion Schedule
12/30/2001
Notification of Request for Statements of Qualification
3 PM on 2/1/2002
Responses to RSQ due
2/4/2002
Responses to RSQ officially opened
2/4/2002 to 2/21/2002
Review Committee will review Responses
2/22/2002
3/20/2002
Affordable Housing Panel Review
Board of County Commissioners to consider recommendations
of the Affordable Housing Panel and request that the staff enter
into contract negotiations with the chosen respondent
3/25/2002 to 4/15/2002
Contract negotiation with chosen respondent
5/15/2002
Contract with chosen respondent approved
61112002 to 6/30/2003
Project initiated and completed
6/30/2003
Project complete - all final reports and recommendations complete.
Page 9 of 13
DRUG-FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
I. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing,
possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that
will be taken against employees for violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining
a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and
the penalties that may be imposed upon employees for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that are under bid a
copy of the statement specified in subsection (I).
4. In the statement specified in subsection (1), notify the employees that, as a condition of working on the
commodities or contractual services that are under bid, the employee will abide by the terms of the statement
and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of
Chapter 893 (Florida Statutes) or of any controlled substance law of the United States or any state, for a
violation occurring in the workplace no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation
program if such is available in the employee's community, or any employee who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this
section.
As the person authorized to sign the statement, I certify that this firm complies fully with the above
requirements.
Bidder's Signature
Date
Page 10 of 13
NON-COLLUSION AFFIDAVIT
PROFESSIONAL SERVICES TO PROVIDE ASSISTANCE TO LOCAL GOVERNMENTS
AND OTHER ENTITIES TO OBTAIN FUNDING TO INCREASE THE SUPPLY OF
AFFORDABLE HOUSING UNITS AND TO RECOMMEND MODIFICATIONS TO
COMPREHENSIVE PLANS AND LAND DEVELOPMENT REGULATIONS WHICH
WILL FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING IN THE
FLORIDA KEYS
I,
of the city
of
perjury, depose and say that;
according to law on my oath, and under penalty of
I) I am
for the project described as follows:
, the bidder making the Proposal
2) The prices in this bid have been arrived at independently without collusion, consultation,
communication or agreement for the purpose of restricting competition, as to any matter relating to such
prices with any other bidder or with any competitor;
3) Unless otherwise required by law, the prices which have been quoted in this bid have not
been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder prior to bid
opening, directly or indirectly, to any other bidder or to any competitor; and
4) No attempt has been made or will be made by the bidder to induce any other person,
partnership or corporation to submit, or not to submit, a bid for the purpose of restricting competition;
5) The statements contained in this affidavit are true and correct, and made with full knowledge
that Monroe County relies upon the truth of the statements contained in this affidavit in awarding
contracts for said project.
STATE OF
(Signature of Bidder)
COUNTY OF
DATE
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, (name of indiv idual
signing) affixed hislher signature in the space provided above on this
day of
,20
My commission expires:
NOTARY PUBLIC
Page 11 of 13
SWORN STATEMENT UNDER ORDINANCE NO. 10-1990
MONROE COUNTY. FLORIDA
ETHICS CLAUSE
warrants that he/it has not employed, retained
or otherwise had act on his/its behalf any former County officer or employee in violation of
Section 2 of Ordinance No. 10-1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 10-1990. For breach or violation of this provision the County
may, in its discretion, terminate this contract without liability and may also, in its discretion,
deduct from the contract or purchase price, or otherwise recover, the full amount of any fee,
commission, percentage, gift, or consideration paid to the former County officer or employee.
(signature)
Date:
STATE OF
COUNTY OF
PERSONALL Y APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, affixed his/her
signature (name of individual signing) in the space provided above on this
day of
,20_
My commission expires:
NOTARY PUBLIC
Page 12 of 13
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list following a
conviction for public entity crime may not submit a bid on a contract to provide any
goods or services to a public entity, may not submit a bid on a contract with a public
entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to public entity, may not be awarded or perform
work as a contractor, supplier, subcontractor, or consultant under a contract with any
public entity, and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, for CATEGORY TWO for a period
of36 months from the date of being placed on the convicted vendor list."
Page 13 of 13