MODIFICATION
Y -- Design/Construct/Lease NetZero Plus Water, Energy and Waste Community Development at Fort Bliss, Texas
- Notice Date
- 2/8/2012
- Notice Type
- Modification/Amendment
- NAICS
- 236115
— New Single-Family Housing Construction (except Operative Builders)
- Contracting Office
- USACE District, Fort Worth, PO Box 17300/819 Taylor Street, Fort Worth, TX 76102-0300
- ZIP Code
- 76102-0300
- Solicitation Number
- W9126G12R0058
- Archive Date
- 2/7/2013
- Point of Contact
- Crystal D. Labrecque, 817-886-1056
- E-Mail Address
-
USACE District, Fort Worth
(crystal.labrecque@.usace.army.mil)
- Small Business Set-Aside
- N/A
- Description
- If you have any questions, you may contact Ms. Ashlee Gray, US Army Corps of Engineers, Real Estate Division (817-886-1106, Ashlee.L.Gray@usace.army.mil). The United States Army Corps of Engineers (USACE), by request of the United States Army, issues this Request for Qualifications (RFQ) to determine if an interested builder is qualified to provide and operate one NetZero Complex incorporating energy, water and waste solutions for energy efficient housing to accommodate enlisted families and one multifamily net zero plus community to accommodate Soldiers of all ranks at Fort Bliss Army Installation. The Army is interested in the construction of one planned Net Zero Plus Water, Energy and Waste Community development consisting of a minimum of 1,800 single family homes with 3-5 bedrooms, including community amenities, and a separate Net Zero Plus Water, Energy and Waste multi-family development consisting of a minimum of 500 2 bedroom/2 bathroom apartment style units to be occupied by single/married Soldiers with no dependants. Construction of the housing developments must meet the standards for the Residential Communities Initiative (RCI) Family Housing Program. Additional information regarding RCI, as well as construction standards, can be found at http://www.rci.army.mil/. Both communities must incorporate community amenities that address quality of life components associated with recreation such as pools, libraries, retail spaces, landscaped common use outdoor spaces and pedestrian friendly environments. At a minimum, LEED Silver must be met. However, higher LEED levels are encouraged. In addition, innovative ways should be considered to use for Army purposes excess renewable energy produced by the net zero communities. Pursuant to Title 10 USC 2836, the above mentioned developments will be provided by a lease arrangement with selected builder for no longer than 25 years. Because the housing facilities will be private rentals, Soldiers will receive Basic Allowance for Housing (BAH) for payment of the leased units. Soldiers' BAH will be based on their rank and/or number of dependents. The expected BAH for Soldiers occupying single family dwellings will be a minimum of $1,023. Soldiers occupying the multi-family adult community will collect a minimum of $801. Additional information concerning BAH may be found at www.defensetravel.dod.mil. Army land for these developments will be made available. USACE is issuing this RFQ to obtain information about the experience and financial capability of entities seeking to provide Net Zero Plus Water, Energy and Waste Housing Communities at Fort Bliss, Texas. This RFQ solicits information concerning the Submitter's: 1)Executive Summary 2)Capability/Qualifications to construct NetZero Complex for energy efficient housing 3)Relevant Experience/Past and Present Performance in Housing development and Construction 4)Financial Capacity 5)Financial Model 6)Property Maintenance/Management 7)Project Development Plan 8)Experience with Energy Conservation, Net Zero Water, Energy and Waste systems 9)Achievement of Army Goals, Objectives and Concepts 10)Experience in Community Relations The application for this RFQ may be found below. The deadline to submit an application is April 1, 2012. If you have any questions, you may contact Ms. Ashlee Gray, US Army Corps of Engineers, Real Estate Division (817-886-1106, Ashlee.L.Gray@usace.army.mil). REQUIRED FACTOR SUBMISSION INFORMATION. Each section in your submission must include a description of your approach to the following factors. These factors compromise the minimum compliance with the Army's goals and must be submitted in order for applications to be considered complete. The Army will evaluate and select the successful applicant(s) based upon the following factors, in descending order of importance: a.Capability/Qualifications to construct NetZero Complex for energy efficient housing b.Relevant Experience/Past and Present Performancein Housing development and Construction c.Financial Capacity d.Experience with Energy Conservation, Net Zero Water, Energy and Waste systems e.Experience in Community Relations f.Achievement of Army Goals, Objectives, and Concepts SECTION I- EXECUTIVE SUMMARY. a.The name, address, telephone, e-mail, and fax numbers of each principal, partner, and/or co-venturer participating on your team and the name of the representative authorized to act on behalf of the team. b.Identification of any affiliation or other relationship between any of the members of the team responding to this application and any development company, parent company, or subsidiary. c.A description of your status (whether a corporation, a nonprofit or charitable institution, a partnership, a limited liability company, a business association, or a joint venture) indicating jurisdiction under whose law you are organized and operating, and a brief history of your organization and its principals. d.Date and location of establishment and the date of incorporation under present name. e.Explanation of types of services your firm provides and how they relate to this application. f.Whether you (or team member) have ever been terminated for default, noncompliance, or non-performance on a contract or Lease. Provide a detailed description; and whether you (or team member) have been, within the past five (5) years, in litigation, arbitration, or have had any judgments against you (or team member). Provide a detailed description. g.Indication of whether you ever maintained or currently maintain errors and omissions insurance and, if so, the amount of the coverage, deductible, and the carrier of the insurance. h.If your firm is a corporation, provide the following: 1) Articles of Incorporation and by-laws; 2) Names and addresses of the officers and participating principals; 3) Corporate resolution authorizing the proposed transaction; and 4) Summary of Corporate Activity. i.If your firm is a partnership/joint venture, provide the following: 1) Partnership/joint venture agreement; 2) Names and addresses of the partners; and 3) Each principal member's legally enforceable agreements or other mechanisms that will be relied on to ensure the firm's successful long-term operation. j.If you are a sole proprietorship, provide a current address. SECTION II- CAPABILITY/QUALIFICATIONS TO CONSTRUCT NET ZERO COMPLEX AND NET ZERO INFRASTRUCTURES. STAFFING PLAN. Please provide the following: a.Describe your organizational approach to executing your responsibilities, providing the overall project coordination, and responding to the Army during all phases of the project. Include an organizational chart and staffing plan that demonstrates your capability of carrying out all functions required for this project. If applicable, present a timetable for hiring any additional staff. b.For each year from 2002 to the present, summarize your workload, expressed in terms of the annualized dollar value of the projects being developed and the number of full-time staff engaged in managing project development. c.Discuss the extent to which you are planning to commit staff and other resources to the project and development of the Business and Leasing Plan. d.Provide NetZero capabilities performed with similar DoD housing projects to achieve energy efficient facilities utilizing Renewable Energy sources and incorporating energy, water and waste solutions. Provide energy and cost savings associated with individual projects as well as experience with Energy Assessments with Energy Conservation Measure development. QUALIFICATIONS OF KEY PERSONNEL. Please provide the following: a.Identify your key personnel and their respective roles during development of the Plan. Key personnel are those persons considered critical to the accomplishment of the required services. Indicate the extent to which your key personnel have worked together as a team on projects of this financial magnitude or greater. b.Provide a resume for each of your key personnel. Key personnel are those who are considered critical to the accomplishment of the Plan. Resumes, which are limited to one-page, must include a description of the individual's duties and responsibilities, education, knowledge, skills, expertise, and other qualifications relevant to the development of the Plan. Identify experience with Net Zero housing projects, Net Zero Complex solutions, and energy certifications. c.Attach a statement to the resume for each of your key personnel defining the extent of their availability and corporate commitment. The resume for each person must clearly indicate whether the person is or is not currently your employee and, if not so employed, what kind of commitment or offer of employment your firm has made to assure availability of this person during the development of the Plan. PROJECT APPROACH. Describe your approach to creating the Plan, implementing the Plan, and achieving the goals the Army has set out for this leasing arrangement. Place special emphasis on how your approach addresses the entire project and how it demonstrates a clear understanding of the scope and complexity associated with the project. Your description should include a discussion concerning steps to maximize energy conservation and sustainability methods to meet Federal and USACE energy mandates and to furnish NetZero Complex while providing suitable housing facilities to Soldiers and their families. This discussion should include management practices that will ensure execution of the plan as designed. The Army is seeking a developer that will bring previous knowledge, innovation, and creativity to this project. SECTION III- RELEVANT EXPERIENCE/PAST AND PRESENT PERFORMANCE IN HOUSING DEVELOPMENT AND CONSTRUCTION. RELEVANT PROJECT EXPERIENCE. Provide the following information on projects for which you (or team member) acted as prime developer. Identified projects must demonstrate an ability to perform a project of this magnitude. a.List the major projects that you successfully completed or you have currently in progress, with at least 50% completed or more, covering the past ten (10) years. In the case of joint ventures, any principal member's projects over the past ten (10) years. b.For each project listed above please provide the following: 1.The name, address, type, cost (design and construction), and size (in gross square feet) of each project; 2.The name and address of the owner of each project; 3.No more than three (3) photos of each project (each photo not exceeding 8-1/2" by 11" in size)' 4.A description of how the project achieved an acceptable level of quality in the project planning, creation, design, and construction; 5.The transactional structure for each project; 6.Your role and services provided for each project; 7.The name, address, telephone, e-mail, and fax numbers of a point of contact with the client or other stakeholder for each project (This individual must be familiar with the project and the role of applicant played in the project and should be able to respond to the Army inquiries); and, 8.Any other pertinent information to sufficiently describe each project. PAST AND PRESENT PERFORMANCE. Provide the name, address, telephone and fax numbers of at least four (4) clients or other stakeholders for whom you (or each team member) have successfully developed projects with over the past ten (10) years. In addition to clients, you are encouraged to provide the above information from other project stakeholders that you consider important to understanding the success of your work. These references should be able to assess the degree of client (or other stakeholder) satisfaction. The Army intends to contact all the references you list and your inclusion of the information requested will be considered authorization to do so. Some of the factors that contribute to client satisfaction and what your references may be asked to discuss in respect to you formally are as follows: a.Quality of the working relationship with the client (the tenant and/or owner) b.Professionalism and integrity with which you conducted business c.Responsiveness to the client's needs and expectations d.Level of communication e.Value added to the project as the result of cost savings, favorable financing, positive asset management, etc. f.Delivery of the project within budget and on schedule g.Quality control of the project design and construction h.Other relevant aspects in the management of a project development for a client i.List all material instances of litigation or formal Alternative Dispute Resolution (ADR) processes (e.g., binding arbitration) during the last ten (10) years and involving a claim in excess of $50,000 to which each principal member has been a party relating to partnering and/or financial performance. For those matters involving a claim equal to or in excess of $500,000, provide a detailed description of the litigation process or ADR process. The Army may also research additional databases to obtain further past performance history. SECTION IV- FINANCIAL CAPACITY. (Note: All financial data clearly marked as proprietary will be held in confidence) a.If you are a corporation or limited partnership, provide a current audited financial statement prepared by an independent Certified Public Accountant or by an independent licensed public accountant for the last three (3) years. For all partnerships, include a personal financial statement of the key owners/principals. b.If you are an individual or partnership, provide a complete and current personal financial statement for you and all partners (i.e., 10Ks for the last three (3) years). c.Describe financing arrangements you have structured for major projects within the past ten (10) years that are similar in scope to the Fort Bliss Housing project. Include information on debt sources and terms, fees, and any participation in the equity or success of the development. Address how project risk entered into the determination of consideration. Describe your financial commitment over the life of the project during both the construction and permanent financing phases. d.Provide the names, addresses, telephone numbers and e-mail of at least two commercial or intuitional credit references from which you have previously obtained financing. Attach a letter authorizing each credit reference to respond to inquiries from the Army. e.Provide information concerning any previous transactions you have undertaken for which you have provided a financial return to the owner in return for the use of the owner's assets. This should include information on rental or fees paid to owners through owner participation in the equity or success of the development. You should address how project risk entered into your determination of financial return. f.Discuss your financial return expectations for the Fort Bliss Housing project. Identify the sources, and if possible, the relative amounts from these sources, from which you expect to derive revenue during implementation and operation of the Fort Bliss Housing project. Also describe your plan for reinvesting revenues earned back to the project itself. This should include anticipated timing and levels of refinancing and the proposed disposition of proceeds from refinancing as well as plans for adjusting the reinvestment approach in response to market standards. In addition, the Developer should seek to address the anticipated relationship, if any, between the firm's expected financial return and its approach for ensuring that service and maintenance standards are met over the life of the project. g.Description and/or documentation demonstrating the Developer's strategy to obtain financing for this project including anticipated costs and why this strategy offers the best value to the Government. SECTION V- FINANCIAL MODEL. The financial model should illustrate the feasibility of the project, including construction and management of both communities. The financial model should take into account BAH rates and other innovative approaches that could supplement the rental income. Provide a pro-forma operating income and expense statement with projected net operating income. SECTION VI- PROPERTY MAINTENANCE/MANAGEMENT. This factor considers the applicant's capability to understand and address the project's property maintenance/management responsibilities, including maintenance, repair, operations, and management experience. Specifically, the Developer should provide their approach to maintenance/management of the project as well as describe previous comparable project where they have performed similar functions. In addition, the Developer should include detailed information (i.e., resume) on personnel that will be involved in the Fort Bliss Housing Project. SECTION VII - PROJECT DEVELOPMENT PLAN. This factor will be used to evaluate and demonstrate that the applicant has a clear understanding of the anticipated design, renovation, and construction elements of the project. Specifically, the applicant shall submit a detailed narrative describing the applicant's proposed project concept and vision, including an accurate overall description of the intended project design and construction methodology. Such project concept shall include, but is not limited to, the following items: a.quality control plan; b.safety plan; c.phasing/sequencing including detailed logic diagram with major milestones (i.e. notice to proceed, design completion, obtaining the building permit, subcontractor selection, certificate of occupancy); d.project coordination (A&E involvement); e.energy conservation and sustainability plan; f.NetZero Complex energy, water and waste plans for energy efficient housing; and g.Federal and USACE energy mandates plan of action SECTION VIII - EXPERIENCE WITH ENERGY CONSERVATION, NET ZERO WATER, ENERGY AND WASTE SYSTEMS. This factor considers the applicant's training and demonstrated experience with the development of Net Zero Complex for energy efficient properties. Specifically, the Developer should include detailed information on the execution of projects involving NetZero Complex for energy efficient housing considering overall energy, water and waste parameters to meet Federal and USACE energy mandates, including adherence to the codes set forth by ASHRAE 90.1, ASHRAE 189.1 and by the. The Applicant should also mention any certification or recognition received based on energy efficiency standards, either personally or by a team member. If energy tax credits are planned for this project, please discuss past experience with tax credits. SECTION IX - ACHIEVEMENT OF ARMY GOALS, OBJECTIVES, AND CONCEPTS. Describe how the applicant's approach indicates an understanding of the Army's goals and a realistic approach to accomplishing them. Specifically, Developer's should describe how this approach and how the goals of the Army will be achieved during the project term. SECTION X - EXPERIENCE IN COMMUNITY RELATIONS. Explain your philosophy and specific approach to managing community relations. With respect to projects you listed under "Relevant Project Experience," describe your experiences in managing relations with the community surrounding those projects(s). If you have any questions, you may contact Ms. Ashlee Gray, US Army Corps of Engineers, Real Estate Division (817-886-1106, Ashlee.L.Gray@usace.army.mil).
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