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HomeMy WebLinkAboutItem 01 Glenwood Riverfront RFQ Process and ApprovalAGENDA ITEM SUMMARY Meeting Date: 8/16/2021 Meeting Type: Regular Meeting Department: CMO — Economic Dev Staff Contact: Courtney Griesel SPRINGFIELD ECONOMIC Staff Phone No: 541-726-3700 DEVELOPMENT AGENCY Estimated Time: 60 Minutes ITEM TITLE: GLENWOOD RIVERFRONT REQUEST FOR QUALIFICATIONS (RFQ) PROCESS AND APPROVAL ACTION Approve/Not approve release of the drafted RFQ document and selection steps, REQUESTED: including approval of the technical review and recommending committee structure. ISSUE The Springfield Economic Development Agency (SEDA) Board has determined to STATEMENT: issue a formal Request for Qualifications (RFQ) to identify and select a development partner for the SEDA owned 9 -acre Glenwood riverfront site. Based on input and direction provided by the Board in June, an RFQ document, timeline and technical review and recommending committee structure have been drafted and will be discussed for Board approval. The RFQ is currently scheduled for release on August 30tH ATTACHMENTS: Attachment 1 — RFQ Board Briefing Memorandum Attachment 2 — Draft Request for Qualifications Document DISCUSSION/ The SEDA Board has determined to issue a formal Request for Qualifications FINANCIAL (RFQ) to solicit and select a qualified developer. The Board has indicated a desire IMPACT: to make this selection prior to the end of calendar year 2021, requiring quick and efficient sequencing of engagement and advertising, responding, technical review, and selection. Key dates and sequencing are outlined in Attachment 1, and reflect: • August 30 - RFQ Release • October 151— RFQ Submissions Due • November - Technical Review and Recommending Committee Interviews December - SEDA Board Review and Selection The Technical Review and Recommending Committee structure has also been outlined in Attachment 1 for Board discussion and approval. The committee structure engages subject matter experts and representatives in key categories to assist in providing balanced and professional input. The RFQ draft document is included (Attachment 2) for Board discussion and approval. The document requests qualification information which emphasizes the submission of information to determine the bidding developer's: - Experience as a Master Developer and References - Financial Capacity - Design and Development Philosophy of Team - Response and Experience in Approaching Development Constraints and Complexities - Past Business Practices and Current Business Policies Staff will provide an overview of the key RFQ dates, the Technical Review and Recommending Committee structure, and the RFQ document for Board discussion. The Board is requested at this meeting to approve the release of the drafted RFQ document and selection steps. MEMORANDUM Springfield Economic Development Agency Date: 8/16/2021 To: Nancy Newton, City Manager BOARD Niel Laudati, Assistant City Manager From: Courtney Griesel, Economic Development Mgr BRIEFING Subject: GLENWOOD RIVERFRONT REQUEST MEMORANDUM FOR QUALIFICATIONS (RFQ) PROCESS AND APPROVAL ISSUE: The Springfield Economic Development Agency (SEDA) Board has determined to issue a formal Request for Qualifications (RFQ) to identify and select a development partner for the SEDA owned 9 - acre Glenwood riverfront site. Based on input and direction provided by the Board in June, an RFQ document, timeline and technical review and recommending committee structure have been drafted and will be discussed for Board approval. The RFQ is currently scheduled for release on August 30tH BACKGROUND: The drafted Request for Qualifications (RFQ) document is framed to meet the SEDA Board goal of making a development partner selection prior to the end of calendar year 2021. This memo provides information in addition to the details outlined within the draft RFQ document, including: • Key Dates and Sequence of the RFQ Process • Role and Subject Matter Experts of the Technical Review and Recommending Committee KEY DRAFT DATES AND SEQUENCE OF THE RFQ Au ust - August 16th: SEDA Board Review/Approval of RFQ Document - August 30th: RFQ Release September - RFQ Advertising Period October - October 15th: RFQ Submissions Due - October 25th — 29th: Technical Review and Recommending Committee Scoring and Background/Reference Checks Novemher November 1St - 5h: Technical Review and Recommending Committee Scoring and Background/Reference Checks November 15th — 19th: Technical Review and Recommending Committee Developer Interviews December December 6th: SEDA Board Hears Technical Committee Recommendation and May Select or Direct for Subsequent Interview(s) December 20th: SEDA Board May Interview and Continue Discussion to Make Selection Attachment 1, Page 1 of 2 MEMBERS AND ROLE OF THE TECHNICAL REVIEW AND RECOMMENDING COMMITTEE In order to meet the Board's goal of selecting a qualified developer prior to the end of calendar year 2021, the Request for Qualification process outlined above and incorporated into the draft RFQ document relies heavily on technical review, interviews and recommendations of a top developer by the Technical Review and Recommending Committee for Board interview. Additional interviews of multiple candidates by the Board might occur by either recommendation of the Committee or at the Board's direction. Should additional interviews by the Board be desired, formal Board selection may shift into January or February 2022 months to accommodate the additional meetings and deliberation. Members of the Technical Review and Recommending Committee A Technical Review and Recommending Committee is intended to provide a mix of professional and technical experts to vet and score submissions received. The Technical Review and Recommending Committee for the Glenwood Riverfront RFQ process is outlined to include 13 subject matter experts and representatives of the below areas and organizations. These representatives are outlined based on the May and June Board meetings and outlined categories for inclusion. The Board is requested to approve this proposed Committee outline. Following Board approval of the outline, organizations listed will be asked to identify specific staff to serve on the Committee. Number of Positions Category 2 Economic Development Organizations/Municipal Peers with Experience in Development Process 2 Non -Bidding Developers 1 Homes for Good Staff Representative 1 SEDA Board Chair 1 Community Input - Planning Commission Member 1 Community Input — Community Development Advisory Committee Member 3 Advisors; Development, Finance, Legal 2 City Staff; Economic Development, Finance Role of the Evaluation and Recommending Committee As discussed in the June SEDA Board meetings, the Technical Review and Recommending Committee to the RFQ process is tasked with thoroughly vetting applicants within the RFQ criteria, making a final recommendation to the Board. While it is standard for a review and recommending committee to make the final recommendation of the single top development entity for selection or interview, and the above timeline utilizes this strategy, a governing body may determine to interview additional teams. City Attorney's Office will participate in review and vetting but will not score submissions. RECOMMENDED ACTION: Approve/Not approve release of the drafted RFQ document and selection steps, including approval of the technical review and recommending committee structure. Attachment 1, Page 2 of 2 REQUEST AOR QUALIFICATIONS FOR D GLENWOO RIVERFRONT wft SPRINGFIELD_ OREGON r4 V vv y FA � i .;;ate °' „,r �' ,� �; � �� •�, 9��IY - _ t + y low.¢: 11 p moi. `" LA � ■ ,{.j .?..�:• S'', AAA . 41 iv 7,i qt IL AV •I ,rAt,01• r•let - ' r T r -ane � ZL ` �J! ,N ' =� `fir �. �T ••-� { �Al l. Page 1 1 SEDA, Springfield Oregon A 0 VOW 4b esw w I *I 1041:1cto a r ' l IrVi 67-1 mA � Mi _ '+ICY'. '•:. ` � Fi �.�'t.p�,' xi - ia,�'�. f�'^"•� �T a A _�- - _, i _ is. L.0 :+�� tt 1 .. > � , ''4}- • _.' a'u'.�'�'..4-��' .._ �' � i Lf .'.r v.7f s:: - ., A b 10 a r ' l IrVi 67-1 mA � Mi _ '+ICY'. '•:. ` � Fi �.�'t.p�,' xi - ia,�'�. f�'^"•� �T a A _�- - _, i _ is. L.0 :+�� tt 1 .. > � , ''4}- • _.' a'u'.�'�'..4-��' .._ �' � i Lf .'.r v.7f s:: - ., A EXECUTIVE SUMMARY The City of Springfield Oregon's urban renewal agency, Springfield Economic Development Agency (SEDA), seeks a well-qualified developer to implement the community vision for the SEDA owned Glenwood Riverfront land. This vision for the 9 acres is outlined within the Glenwood Refinement Plan and includes the development of a vibrant riverfront neighborhood that promotes density and a mix of housing, a focus on access to the riverfront and open spaces, and incorporation of hospitality and commercial opportunities Qualifications are due by 3:00 p.m. PST on Friday October 15th. Please direct all questions to the City of Springfield Economic Development Manager, Courtney Griesel at cg riesel(aspri ngfield -or.gov or (541) 736-7132 it INTRODUCTION Assembled by SEDA in 2019-2021, the Glenwood Riverfront Redevelopment Area, located along the Willamette River in the City of Springfield, is an opportunity area boasting nearly 9 acres planned for mixed use multi -family residential, open space, office, retail and hospitality uses. The undeveloped site along the newly reconstructed Franklin Boulevard fronts the Willamette River and is within walking distance of Downtown. It is a four -minute drive or rapid transit ride to the University of Oregon Campus, also on Franklin Boulevard. Keenly aware of this rare opportunity, the Springfield community invested in the visioning of Glenwood's potential by acquiring and consolidating properties and crafting policies that enable the development of a place celebrating riverfront access within an urban context. This vision is articulated in the award-winning iwood Refinement It Pl it"— The City and SEDA have invested in projects to prepare the site, including: • Assembly of 9 Acres of Riverfront Land • Franklin Blvd Frontage Reconstruction • Public Infrastructure Planning • Willamette River Flood Plain Mapping and Setback Delineation • Glenwood Refinement Planning • Property Assembly and Adjacent Property Owner Relationship Building • Completion of a 2021 Market Study [LINKi • Level one and two environmental assessments Attachment 2, Page 3 of 18 R � '. WELCOI TO SPRI _ -- OUR COMMUNITY The ninth largest city in the state of Oregon, and part of the third largest metropolitan area, the ' City of Springfield is home to a vibrant community of over 62,000 people. As part of the greater - Springfield -Eugene metro area, the population climbs to 269,000 community members. The Springfield o ulation contributes to vibrant and active schools, neighborhoods and parks and serves as a skilled and committed workforce to nationally and internationally significant and thriving industries including wood products manufacturing, specialty food and beverage manufacturing, and technology development and customer service. Springfield is also home to the two largest regional healthcare campuses. � T � -� a J � T 269,000 U/ Metro Population Median Age Average Hold Bachelor's Household Size Degree or Higher 2 HOURS TO PDX conA ci+o Median Annual Household Income SPRINGFII 21 Minutes Average Work Commute Attachment 2, Page 4 of 18 O Higher Education Campuses nUR MARKET The City of Springfield understands that demographic and economic trends can be both drivers and barriers to realizing redevelopment opportunity and potential. For this reason, an urban renewal district has been established (2005) and recent economic data was gathered (July 2021) to support efforts to plan for and realize initial redevelopment and grow a healthy market to support future phases of redevelopment. • Multi -Family Vacancy 1.9%, down from 3.3% in 2019 • Antic pated lease rates for Glenwood riverfront new multi -family — $2.47 to $2.64 psf • 47% rental households • 7.8% residential rent growth annually • 4.3% 2020-2021 office vacancy • $20.38 nnn office lease rate • 35% population earning between $50k and $100k • Add ownership market rates/stats To Learn More, visit the City of Springfield Economic Development Website. AUR TOOLS The City of Springfield and Springfield Economic Development Agency have an array of resources and tools which may be available to the selected developer for assisting in the redevelopment of the site. The riverfront site is within: • The Glenwood Urban Renewal Area — Tax Increment Financing • The Urban Renewal Area Systems Development Charge Payment Program • An Opportunity Zone • The Springfield Community Enterprise Zone and E -Commerce Zone Programs A well-qualified developer will have demonstrable experience in mixed-use, mixed income development, master planning and implementation, both horizontal and vertical development, and use of alternative financing resources. A qualified developer will also have existing business practices and policies in place reflecting their design and development philosophy, including priorities, for example, related to diversity, equity and inclusion, and local sourcing, among others. THE RIVERFRON The Glenwood neighborhood of Springfield is located on the western edge of the community, with views across the river to Downtown Springfield, and directly adjacent to the City of Eugene and University of Oregon main campus. Following is an overview of the SEDA owned site for which a qualified developer is sought- • Policies and vision outlined in the Glenwood Refinement Plan - Commercial Mixed -Use and Residential I Mixed -Use Refinement Plan Zoning • 8 assembled tax lots totaling 9 acres • One mile drive to the University of Oregon • Walkable to Downtown Springfield • Nine minutes to Downtown Eugene • 10 Minutes to Second Largest Airport in State • Bikeable and Walkable Community and Systems • Served by Lane Transit District's Rapid Transit Line • Adjacent to two large privately owned parcels, held by owners excited to collaborate with selected developer This RFQ seeks a qualified developer for the SEDA owned site directly north of, and abutting, Franklin Boulevard and extending to the Willamette River. The existing property is bound generally on the west by North Brooklyn Street and on the east by the adjacent Too Blue LLC owned 7.5 acres, which extend to the Main Street bridges. The SEDA site includes approximately 450 feet of direct river frontage and is visible from both Downtown and limited areas of Interstate 5. This river frontage offers a rare amenity to a development site and as such, is addressed through design code and policy within the Glenwood Refinement Plan documents. . . 4. D jELOPMENT (,OPORT NITY SITE AREA DETAILS 2,"Page 5 of 18 PROPERTY DETAILS Size: 9 acres - approximately 8.5 acres of which is outside the riparian setback and flood -way areas. All areas are within the 500 -year flood plain and approximately 0.85 acres are within the 100 -year flood plain and would require flood -plain permits for construction of improvements. In total, more than 7.8 acres of the site are outside the flood -way, riparian areas, and 100 -year flood -plain. 100 Year Flood Plain) Current Use: Mix of vacant and existing SEDA tenants. The Urban Renewal Plan specifies relocation assistance as an allowed and anticipated urban renewal activity. 75' Riparian Improvements: Interior site urban Setback Lin( improvements are yet to be constructed. Franklin Boulevard site frontage is constructed and sets the street entrance to the site. (Insert image of this area) Ownership: The Springfield Economic Development Agency, fee simple Zoning: Glenwood Commercial Mixed -Use & Glenwood Residential Mixed -Use Access: Primary access to the site is from the south and off the 2018 reconstructed Franklin Boulevard. This access will serve the future development of the east adjacent Too Blue owned property and will be required to include designs to accommodate future through connections to west adjacent properties. This street network is outlined in R the Springfield Transportation Systems Plan. \' ITIES Utility infrastructure internal to the site is yet to be constructed but infrastructure systems serving the site have been planned for and/or constructed to serve the Glenwood Refinement Plan defined vision and uses. A qualified developer will have experience navigating refinement and planning documents and municipal standards in order to design necessary public infrastructure to serve the site. Developers envisioning concepts which vary significantly from current Refinement Plan infrastructure, street networks, services, and other policies and plans should expect increased development timelines and costs to allow for modifications -1 Transportation: The SEDA owned site includes requirements which prioritize connectivity and public access not only to and through the site, but also to the river. need an updated map] The site will take direct access of Franklin Blvd, a significant regional corridor connecting Eugene and Springfield Downtowns, passing in front of the University of Oregon main campus, Matthew Knight Arena, and the entry to the new Hayward Field. Franklin Blvd also offers a direct on ramp to the Interstate 5 at the south end of Glenwood as well as a second connection via Glenwood Blvd. Average daily pass by trips along this corridor and specifically in front of the SEDA site are estimated at 16,000 vehicles and growing. Stormwater: The Glenwood Refinement Plan outlines a stormwater strategy and set of requirements that limits piped stormwater, in stead requiring on-site stormwater management. The site is underlain by gravel soils with high infiltration rates and development will be encouraged to utilize Low Impact Development Approaches for management. New development on the riverfront site will be required to capture and retain on-site the first 1 inch of rainfall in a 24-hour period using on-site systems. Where available, a publicly owned conveyance channel may have additional capacity and be utilized for excess flows during large storm events. These facilities are planned for design and construction jointly with a development partner. Based on recent analysis, three new stormwater outfalls to the Willamette River will be required to serve the north riverfront development area. Interested developers should anticipate the standard timeline and costs for securing these permits and engaging required regulatory agencies (DSL/DEQ/USACE/ODFW). Developers envisioning concepts, infrastructure and street networks and services, and other policies and plans that vary significantly from the existing Refinement Plan should expect increased development process, cost and timelines. Sewer: Sewer services are provided by the MetroWaster Management Commission and a trunk line is located immediately adjacent to the site in Franklin Boulevard. Water & Electric: Water and electric services are provided by the Springfield Utility Board. Natural Gas: Natural gas services are provided by Northwest Natural. Is PHYSIC! ATTRIBU� Topography: The riverfront site includes natural slopes towards the river While this slope is likely to require some grading internal to the site, it will also support the requirement for stormwater outfalls to the river. Wetlands and Setback Areas: While there are no known wetlands interior to the site, the banks along the Willamette River are inventoried as part of the National Wetland inventory and are considered significant wetlands. To accommodate the protection of this important area, a 75 -foot riparian setback from the top of bank has been established, encompassing the 25 -foot setback from the delineated wetland. This area serves to provide protection to the vegetated habitat along the river, meeting the community set vision outlined in the Refinement Plan and the local, state and federal regulations. Additionally, Statewide Planning Goal 15 requires a Greenway Boundary of 150 feet measured from the ordinary low water line. Development may occur within this zone as a discretionary use, but not within the 75' setback area. 75' RIPARIAN SETBACK — — — STORMWATER f 1d PIPE IN BANK Tin CUT PIPE TO MATCH SLOPE OF BANK DEVELOPMENT ZONE I TRANSITION ZONE I UPPER SHORE 0'- 20' 25'- 45' TRANSITION POINT I ZONE OF PERSISTENT WOODY VEGETATION AND _ STORMWATER MANAGEMENT ZONE 30'- 50' RESTORATION ZONES Floodplains: Approximately 1.2 acres of the site immediately adjacent to the river are within the floodway or 100 -year flood plain. This acreage is also primarily within the 75' riparian setback areas. Environmental and Historical Assessments: Environmental assessments have been completed on all SEDA owned property and any found contaminants or recommended mitigation actions at the time were completed. Updated ESAs are anticipated as a requirement of SEDA. Additionally, Historical assessments of sites throughout Glenwood were performed as part of the Glenwood Refinement Plan drafting and adoption process. One structure on the SEDA owned site was identified as a historic resource for documenting prior to removal. The Urban Renewal Plan specifies relocation assistance as an allowed and anticipated urban renewal activity. REMOVE URBANIZED OR DEGRADED MATERIAL WITHIN RIPARIAN AREA ESTABLISH TOP OF BANK BY SURVEY PRIOR TO RESTORATION TO FIX 75' SETBACK LINE ■ NATIVE BOULDERS AS ENERGY DISSIPATORS VEGETATED RIVER ROCK MATERIAL EMERGENT WETLAND LEVEL OF PERSISTENT WOODY VEGETATION _ -ORDINARY HIGH WATER LINE BELOW PLANTING POSSIBLE EXAMPLE OF A RESTORATION PLAN FOR RIPARIAN SETBACK PLANTING AND WATER QUALITY ZONE NOT TO SCALE: SHOWN FOR ILLUSTRATION ONLY. EXAGGERATED VERTICAL SCALE Attachment 2, Page 7 of 18SEDA, Springfield Oregon 100 Year Flood Plain Area 75' Riparian Cathark I ina A N ar, Microsoft ADJAC7NT PROPERTY OWNER VISION b PLANS A) Too Blue LLC & the Eugene Emeralds Acres: 7.69 Zoning: Glenwood Commercial Mixed -Use Too Blue LLC owns approximately 7.7 acres of Glenwood Commercial Mixed -Use land directly to the east of the SEDA site. With experience developing sites in the Eugene -Springfield area as well as the Portland, OR and Arizona markets, Too Blue and their affiliates are interested in is looking for complimentary development and future opportunities for partnership. Currently, their site is under consideration by the Eugene Emeralds Long Season High A Minor Baseball League, and affiliate of the San Francisco Giants. The Eugene "Ems" have been a Eugene -Springfield staple for 70 years and are now looking for their next new stadium location. A new Emeralds year-round stadium would draw annually over 250,000 baseball fans, 86,000 concert goers, and expand opportunities for high school and youth baseball tournaments, graduation ceremonies, and community events. The stadium is currently projected to be active no less then 125 days a year, bringing vibrant activity and an economic draw to the waterfront site. To find out more about the Eugene Emeralds and the new stadium project, visit ..ave Our Ems I Emeralds (milb.com) B) Homes for Good Housing Agency Acres: 1.27 Zoning: Glenwood Residential Mixed -Use Operating as the housing authority of Lane County, Homes for Good (HFG) will be a key partner to any selected developer for the SEDA owned site. As the owner of adjacent 1.27 acres, development on the SEDA site will share public access and backbone infrastructure connections with the HFG site. Current concepts for constructing on the HFG site are not yet developed, broadening the opportunities and ways in which partnerships between, and across, the two sites might exist. Homes for Good operates under a seven -member Board of Commissioners, including five Lane County Commissioners and two community members. The organization is led by Executive Director Jacob Fox. For more information about HFG, visit their website at ow Income Housing I Lane County I Homes 1 Housing Agency C) Roth and Roth LLC Acres: 8.14 Zoning: Glenwood Residential Mixed -Use With over 8 acres of assembled Glenwood Residential Mixed - Use, the Roth and Roth site offers both riverfron and Franklin Blvd adjacent development opportunities. Owners and operators of a current and thriving riverfront restaurant on the site, the Roth brothers are eager and interested in future partnership with the selected and qualified developer. Their site offers opportunities for development directly overlooking the riverbank and anticipated connectivity through the SEDA site and from Franklin Blvd. 100 Year Flood Plain Area Attachment 2, Page 8 of 18 75' Riparian Setback Line THE GLENWOOD REFINEMENT PLAN AND PRIORITY THEMFC In 2008, the Springfield City Council initiated a phased project to update the Glenwood Refinement Play to support and facilitate the redevelopment of Glenwood into an attractive place to live, work and visit. Following an extensive citizen involvement process, the City Council and Lane County Board of Commissioners approved a package of land use amendments for Phase I in 2012. The amendments were ultimately acknowledged by the Oregon Department of Land Conservation and Development in 2014. F The American Planning Association gave the Phase I Glenwood Refinement Plan a 2015 National Planning Excellence Award for Economic Planning and Development. The Springfield Economic Development Agency site's redevelopment is guided by this community developed vision. Details of the Glenwood Refinement Plan can be found on the City of Springfield website. The community vision for the space prioritizes among other amenities, a mix of commercial, employment and residential uses within a dense environment. Policies outline requirements for accessible pedestrian, bike, and vehicular connections to and through the site, and public access to the riverfront and required future open spaces. A qualified developer will demonstrate past experience completing master plans and development which incorporates a similar mix of features and priorities to those articulated in the Refinement PI n. Of specific I mportance to the S DA Agency Board is demonstration f penence in the planning, fun i g an construction of mixed -income, ixed-use and multi- family housing. Additional priorities of interest identified by the Board include experience in developing large outdoor features and community open spaces and/or hospitality and event spaces. J to A!f , I A 1 � � � t ` 1 tel{ � �Y9• •�/4 rt� achment 2, Page 9 of 18 _ ^ti' : $'L5�•in ;fir � ..��'¢. -0 __L-� SUBMISSION REQUIREMENTS, REVIEW, ANr C-5:1 ' 'TION The Springfield Economic Development Agency (SEDA) is seeking an experienced developer for the SEDA owned Glenwood north riverfront property. This means demonstrable master development experience in not only planning, financing and construction of high design quality, but experience and attentiveness to emerging markets, community process and engagement, with established and verifiable business practice policies that prioritize diversity, equity, inclusion, and local sourcing, and values of sustainable design. Additionally, a qualified developer will be able to demonstrate financial capacity and experience utilizing alternative financing tools. All team members will be required to complete financial disclosure forms (link to form here) as part of this submission. SUBMISSION REQUIREMENTS The following information is required for response to this RFQ. Please note that this RFQ is not requesting proposals that offer detailed suggested uses and proposal images specific to the SEDA owned site. Proposals that provide these in response to this RFQ will not be accepted. 1. Development Principal Statement 0 As the submitting and principal master developer in charge, briefly describe (one page) why your team is a good fit for the Glenwood Riverfront Site and the broader Springfield community. 2. Development Team Information a. Identification of members of the development team b. Location of development principal offices c. Form of the development entity (corporation, partnership, LLC, etc.) d. Years the lead firm has been in business under its current name. Include each individual partner should they have an additional firm under the partnership and how long they have been in business under their current name e. Other names under which the firm(s) have operated f. Primary contact information including name, mailing and email addresses, and phone numbers of each team member g. A statement of willingness to negotiate a strategic relationship with the Springfield Economic Development Association 3. Approach a. Description of interest in the SEDA owned site, summarizing major points contained in the submission materials b. Description of design and development philosophy of the team 4. Resumes & Roles Resumes of firm principals and officers and consultant principals to be involved and their roles on the proposing development team. 5. Firm Profiles Firm profiles for the purchaser, developer, and planning/design team. 6. General Recent Team Experience Describe the project team/entity's relevant and recent (within the last 5 years) project experience and success with projects similar to, or larger than, the SEDA riverfront area vision and scale. Examples (no more than 5) should include and distinguish between horizontal land development and vertical development experience and should include public/private partnership experience. For examples to be counted, references with contact information must be provided for examples given. All provided references should be made aware by the team that they have been listed and should be notified by the team to expect a reference follow-up by SEDA staff around the week of November 1st. 7. Master Development Experience Provide examples (no more than 5) and addresses of constructed projects for which the proposing entity was the responsible developer, within the last five years, in categories of public -private -partnership negotiations and development. Indicate the role of the master developer entity in that project. For examples to be counted, references with contact information must be provided for examples given. All provided references should be made aware by the team that they have been listed and should be notified by the team to expect a reference follow-up by SEDA staff around the week of November 1st. 8. Non -Traditional Financing Experience Provide examples and addresses of constructed projects by the entity or members of the entity, within the last five years, utilizing non-traditional funding (e.g., tax increment, New Markets) in addition to projects utilizing traditional funding. Indicate the role of the entity in that project. For examples to be counted, references with contact information must be provided for examples given. All provided references should be made aware by the team that they have been listed and should be notified by the team to expect a reference follow-up by SEDA staff around the week of November 1st. 9. Constraints and Opportunities Provide initial feedback on perceived constraints and opportunities on the SEDA site. Include references of past projects developed by the team for which similar opportunities and/or constraints were addressed. Attachment 2, Page 10 of 18 J 1 SUBMISSION REQUIREMENTS - CONTINUED 10. Experience with Resolving Development Challenges Provide an example of how your firm worked with its public partner, and or the community, to resolve an unexpected problem that arose as you engaged in the development planning or implementation. 11. Financial Capacity and Disclosure Form Proposing development entities and all included partners are required to complete and submit the linked financial disclosure form. Financial information that is provided utilizing this form will be maintained as confidential and should be marked as 'CONFIDENTIAL' on each page and submitted by the RFQ due date.[Insert a public records and security sentence regarding liability only once received.] 12. Business Practices and Policies Outline existing business practices and policies of the team which reflect a genuine emphasis and priority on equity, diversity, inclusion, local sourcing, and sustainable design. Include examples of how these policies and practices have been put into implementation in past projects. 13. Engagement and Community Outreach Provide examples of completed projects which included substantial community outreach and partnership with adjacent property owners. All provided references should be made aware by the team that they have been listed and should be notified by the team to expect a reference follow-up by SEDA staff around the week of November 1st. Please submit responses to this RFQ digitally, including name, title, organization, telephone and email address. Submissions must be received no later than 3:00 PM PST on October 15th. Digital submissions can be made utilizing a file transfer application of the developer's choice. All submissions must be made by the deadline and late submissions will not be considered. 1 t` 7 REVIEW CRITERIA Developer responses will be evaluated based upon the materials as described in the submittal requirements above. The Springfield Economic Development Agency seeks the team with the most verifiable and relevant development experience. SEDA also seeks a development team with the financial capabilities and established business practices and policies to deliver the Glenwood Refinement Plan outlined vision for the riverfront site. SEDA staff, advisors and the Recommending Committee will assess the proposals that are in compliance with the submission requirements outlined above, using the selection criteria and response weights indicated below'All proposing teams should be prepared for a virtual interview with the Recommending Committee during the week of November 15th. The development team(s) with the highest scoring proposal(s) will be recommended to the SEDA Board for a final interview and to enter into an exclusive negotiation. The selected team should be prepared for a virtual SEDA Board interview early the week of December 20th. The SEDA Board may also determine to interview multiple teams in addition to the top recommended team at that time. Attachment 2, Page 11 of 18 WEIGHTED IMPORTANCE OF SELECTION CRITERIA Experience as Master Developer and References; Public Private Partnership, and Similar Experience (35%) • The qualifications and experience of the developer and development team, including investors, builders, designers and project managers, on similar types of projects. • The demonstration of the development team's success in the development, operation and performance of mixed-use project(s) of comparable size, scale and complexity. Developer Financial Capacity (25%) • The financial ability and solvency of the developer and development team to negotiate and deliver a project on the site. Design and Develo ment Philosophy the Team (15%) g _p p Y • Demonstration of integration of sustainable and high-quality design • A7ig-nment of the design and development philosophy of the team to the community 4itlined goals in the Glenwood Refinement Plan. Articulated Response to Constraints and Experience in Approach (15%) • The developer's past experience in successfully navigating complex partnerships • The developer's past experience(s) in successfully navigating complex sites, land -use, and market dynamics Past Business Practices and Current Policies (Diversity, Equity, Inclusion, Sourcing, Legal) (10%) • Demonstrated ability to maximize diversity in past projects or business practices and incorporation of, and commitment to, existing team and business policies emphasizing diversity, equity and inclusion in daily and long-term practices. • Demonstrated pattern of maintaining a diverse and equitable workforce and place of employment and a history of fair and equitable business, labor, and sourcing practices. Master Development Experience & References Developer Financial Capacity Team Design and Constraints & Past Business Development Approach Practices & Philosophy Current Policies KEY DATES The following is the expected schedule for the RFQ submission, review and selection process, and may be subject to change: August 30th RFQ Released September 8th Optional Prospective Bidder Information Session September 15th Optional On -Site Visit and Meeting September 27th RFQ Clarification Requests Due by noon PST October 4th RFQ Clarification Responses Posted October 15th at 3:00 PM PST RFQ Response Deadline October 18th — November 5th Response Evaluation, Reference Checks Ranking by Recommending Committee November 15th — 19th Development Team Interviews (As Needed) December 6th Final Recommendation & Board Selection (Interview as Needed) Note Regarding Addenda to RFQ In the event that it is necessary to amend, revise, or supplement any part of the Request for Qualifications, addenda will be posted on Springfield's website at www.springfield- or.gov (http-//www.springfield-or.gov/city/ finance/itbrfp select the document titled RFQ# INSERT # and NAME OF RFP). SEDA will make a reasonable effort to provide the addenda to all Proposers to whom SEDA provided the initial RFQ. This includes the amendment of dates in the schedule for selection process. Any addenda so issued are to be considered part of the RFQ. SEDA is not responsible for any explanation, clarification, interpretation or approval made or given in any manner except by written addenda issued by SEDA. 1 TIC-, .� AND KEY DATE OF' . . ME RFQ PROCESS GENERAL CONDITIONS • All facts and opinions stated within this RFQ and all supporting documents and data are based on information available from a variety of sources. No representation or warranty is made with respect hereto. • SEDA reserves the right in its sole discretion to reject any and all responses to this RFQ and to waive any irregularities. • SEDA reserves the right in its sole discretion to modify the selection process or other aspects of this RFQ, including canceling the RFQ without selecting a developer or team or moving to a Request for Proposal stage in order to attempt to select a developer or team. • SEDA will take reasonable steps to ensure that any modification or clarification to the RFQ shall be distributed in writing to a persons who have requested a copy of the RFQ. ' • SEDA reserves the right to request additional information following review of initial submissions. In addition, SEDA may retain consultants to assist in the evaluation of submissions. • In the interest of fair and equitable selection process, SEDA reserves the right to determine the timing, arrangement, and method of any presentation throughout the selection process. Teams are cautioned not to undertake any activities or actions to promote or advertise their proposals except during City or SEDA-authorized presentations. Violation of this rule is grounds for disqualification. • Prospective Proposers may contact Courtney Griesel, SEDA Point of Contact, at the contact information provided below, for further information regarding this process or to request clarification. Contact with other City officials may be grounds for disqualification. Please note that the Springfield Economic Development Agency has implemented this policy to ensure fairness and transparency in the selection process. Upon receipt of an inquiry from a prospective proposer, SEDA will post the questions and written responses as an Addendum to this Request for Qualifications. Follow-up questions and/or clarifications may continue to be submitted in this fashion until noon local time on September 27th • Developer and their representatives are not permitted to make any direct or indirect (through others) contact with other members of City of SEDA staff, the SEDA Board, Springfield City Council, or other elected or appointed officials, or Selection Committee members concerning their proposals, except in the course of SEDA or City -Sponsored presentations. Violations of these rules is grounds for disqualification. • Developer and their representatives are not permitted to make any direct or indirect (through others) contact with tenants of the SEDA owned sites. Violations of these rules is grounds for disqualification. • SEDA requests that developers and members of their team who are considering responding to this RFQ not contact any prospective public agency funding partners, other than SEDA or the City itself. • Should a developer have questions specific to the current strategies and priorities of Homes for Good, a developer may engage Homes for Good staff and copy the SEDA and City of Springfield Point of Contact for this RFQ. Questions should be limited to general topics and in no way serve as a request for support, partnership, committment or funding of any kind. • SEDA reserves the right to verify and investigate the qualifications and financial capacity of any and all members of the proposing teams. • SEDA or the City accepts no responsibility or obligation to pay any costs incurred by any party in the preparation or submission of a proposal or in complying with any subsequent request for information or for participation throughout the evaluation process. Attachment 2, Page 12 of 18 NONDISCRIMINATION The City notifies all possible respondents that no person shall be excluded from participation in, denied any benefits of, or otherwise discriminated against in connection with the award and performance of any contract on the basis of race, religious creed, color, national origin, ancestry, physical disability, sex, age, ethnicity, or any other basis prohibited by law. wp PROPRIETARY INFORMATION Only information which is in the nature of legitimate trade secrets of non -published financial data may be deemed proprietary or confidential. Any material within a proposal identified as such must be clearly marked in the proposal and on each page for which is it provided and will be handled in accordance with the Oregon Public Records Law and applicable rules and regulations. Any proposal marked as confidential or proprietary in its entirety may be rejected without further consideration or recourse. All materials submitted by proposers shall become the sole and exclusive property of the City of Springfield and Springfield Economic Development Agency, and will not be returned to proposers. Development teams shall not copyright, or cause to be copyrighted, any portion of their submission or the SEDA riverfront site assets. Within the bounds of the Oregon Public Records Law, SEDA and the City of Springfield will maintain the confidentiality of submissions at least until the preliminary selection of a development partner. The Developer should expect that all submitted material will be seen by the review and recommending committee, while still maintaining confidentiality as appropriate. Any proprietary financial information or other information which developer teams submit will be maintained as confidential as allowed by ORS 192.345(21), even if reviewed by the Review and Recommending Committee. MEDIAAND COMMUNICATION News releases by the development partner pertaining to this selection and subsequent plans will require review and prior written approval from SEDA. W' �vy SOME yX _�. 4 BOLI/PREVAILING WAGE SEDA makes no representations as to whether or not a project to be developed as a result of this RFQ, or any possible SEDA or City participation therein, is a 'public improvement' project and as such is subject to the prevailing wage requirements of the Oregon Bureau of Labor and Industry. Atta of 18 IIN- P GQ Du; nci _ E � 7+ Ts .. - -1. qIL .� ..,R„*,�,�,i -. _ ,,,sem— _ �-•- .. _ - T r v'.'E - ti..ey+'a�-'r.-�• epi! ' : -+[+ice: =�.:., _ - - '- ,view - �'� t Jk_ _ _ _ -'lei=�Lf �:�� _ - _ •� rf' c - r - .r K • F t^ Aftm r ON �. ... Y 44 - d. }L V � p_. - r y r _ }� .� .r.�.;�^. t: �:���,/-'•-��-,'.+• ••vim >��:. ' % i fid, ! :�%,:• z i. . « .. ^'`,L �R: h. - S ns _ti J F - fi.'^[. !'s �• ~L F - - i�•' � W - -� shy. • •_ /F Vic.. .�.1 4� y�a. - ,''y.^)N .;�.. �_' {{ a ' �y' %' R �,�. A" . •.k. � Y. :y'+.>�,.f::A _ •"Sil �'.fw.. R .�''!'�...' �:T 1- .. .rlfc ' -]] � L - _ '',',_.7'r `... •}� t �f.�.4 _ v. ^/{'• .. .��'-� ..'.... X5..1, .�T rrf^ '.ryF•. =y• }• '� - r;. ^b:',".rte .. d _ a[e: +L.'• ^�:. ' r y± .• y .�r'' � s'e i C f4" 1l r- ix+'-jY � - - J '•!_ ��faF :�%�".P 1� ', Y�y- .S`;i y�':.`),' "'�. ij� '�7+' :. n. _pie _ `�.�' :i=, %[. �`�(� �';h.l rte`, ev. e F.,�'[ -�•C'v + 4. Page 14 1 SEDA, Springfield Oregon 1 SPRINGFIELD QOWL REGON SPRINGFIELD ECONOMIC DEVELOPMENT AGENCY Pu rpose/I nstructions: The following information is required of a Developer/Interested Party seeking to submit a Statement of Qualifications in response to the SEDA Request for Information or Qualifications. Answer ALL questions. If you need to submit attachments in response to, or explanation of, a specific question, please reference the appropriate question number on the attachment. NOTE: In accordance with ORS 192.345(21), the Springfield Economic Development Agency and City of Springfield considers this information as a public record exempt from disclosure under ORS 192.311 to 192.431. A. Submission Information 1. Official Company/Entity Name: 2. Mailing Address: 3. Primary Contact regarding this information: 4. Telephone Number: 5. If at this address less than 1 year, prior address: B. Developer Entity The Developer Entity named above is: ❑ A sole proprietorship — Social Security #: ❑ A corporation — FID #: ❑ A nonprofit or charitable institution or corporation — FID #: ❑ A partnership — FIC #: ❑ A business association or a joint venture — FIC #: ❑ A limited liability company — FIC #: ❑ A federal, state, or local government or instrument thereof ❑ Other/ Explain: C. Date and State of Organization If the Developer is not an individual or a government agency or instrument: 1. Date of Organization: 2. State of Organization: D. Developer Entity Principals Names of owners, officers, directors, members, trustees, and principal representatives of the Development Entity: Name, Address, ZIP Code I Description of interest/relationship I % of Ownership Interest Developer's Statement of Financial Capability Attachment 2, Page 15 of 18 SPRINGFIELD SPRINGFIELD ECONOMIC OREGpN DEVELOPMENT AGENCY QR E. Developer Entity Affiliations Is the Developer Entity a subsidiary of, or affiliated with, any other corporation or corporations or any other firm or firms? ❑ No ❑ Yes — If Yes, provide the following information: Corporation / Firm Relationship to Developer Entity Common Officers / Directors Name/Address: Name/Address: F. BankruptCy Has the Developer Entity or the parent corporation (if any), or any subsidiary or affiliated corporation of the Developer Entity or said parent corporation, or any of the Developer Entity's officers or principals members, shareholders or investors filed for bankruptcy, either voluntarily or involuntarily, within the past 10 years? ❑ No ❑ Yes — If Yes, provide the following information and attach an explanation of each bankruptcy: Name Court Date Status G. Loan Defaults Has the Developer Entity or the parent corporation (if any), or any subsidiary or affiliated corporation of the Developer Entity or said parent corporation, or any Developer Entity's officers or principal members, shareholders or investors defaulted on a loan or other financial obligation? ❑ No ❑ Yes — If Yes, explain: H. Disputes and Litigation. Has the Developer Entity, or any owner, member, investor, parent, subsidiary or affiliate thereof: a. Been (past or present) a party to any civil or criminal litigation, indictments or disputes (including, without limitation, arbitration and mediation) that were greater than $100,000 or could impact the financial capability of the Developer entity to complete the proposed development or bring into question the ability or fitness of the Developer Entity to engage in public business? b. Had litigation threatened in the last five (5) years including, but not limited to, a court order to preserve records? C. Had any agreement terminated for cause within the last five (5) years? ❑ No ❑ Yes — If Yes, provide the following information, and attach any additional information or explanation deemed necessary: Date Filed Court or Forum Current Status I. Development Experience Provide a listing (separately) of all completed development projects for the past 10 years in which the Developer Entity or principal(s) has (have) been involved, indicating for each: a. Transaction summary description (including location, date, size, cost, etc) b. Construction lender and amount C. Role of the Developer Entity in the transaction Developer's Statement of Financial Capability Attachment 2, Page 16 of 18 Page 2 SPRINGFIELD QOWL REGON SPRINGFIELD ECONOMIC DEVELOPMENT AGENCY J. Development Pipeline List any current or anticipated projects in your pipeline (e.g., in pre -development, design or construction phase) that will also be ongoing during redevelopment of the SEDA Property. For each, describe the location, size, and cost of the transaction, plus the role of the development entity. K. Financial Capability a. Attach an explanation of your anticipated source of funds to finance redevelopment (e.g., financial institution, investment group, Developer Equity cash, personal funds, etc.) and experience in obtaining private equity and debt for public-private developments similar in scale and vision to the USPS Property described in this RFQ. b. Provide the names, phone numbers, and email addresses of at least five (5) commercial or institutional credit references, five (5) financial partner references, and two (2) major tenant references. L. Financial Condition a. Attach to this statement a certified financial statement showing the assets and the liabilities, including contingent liabilities, of the Developer Entity fully itemized in accordance with accepted accounting standards and based on a proper audit. If the date of the certified financial statement precedes the date of the submission by more than six months, also attach an interim balance sheet not more than 60 days old. b. Indicate available equity capital, and available lines of credit via a letter from each of the financing sources stating total amount of credit line and the amount of which is still available to be drawn. M. Previous SEDA or City of Springfield Partnership Has the Developer Entity or the parent corporation (if any), or any subsidiary or affiliated corporation of the Developer Entity or said parent corporation, or any of the Developer Entity's officers or principal members, shareholders or investors had any prior contractual relationship or received any previous financial assistance from the Springfield Economic Development Agency or City of Springfield? ❑ No ❑ Yes — If Yes, provide the following information, and attach any additional information or explanation deemed necessary: Description Amount Current Status N. Conflict of Interest Does the Developer Entity currently have or plan to have as an officer, member, employee, shareholder, investor or financing partner of the Entity any person who is currently an officer, agent, or employee of the Springfield Economic Development Agency or City of Springfield, its bureaus, boards, or commissions? ❑ No ❑ Yes — If Yes, identify and explain: Yes — If Yes, does anyone identified above have direct or indirect pecuniary interest in the Development Entity or in the redevelopment or rehabilitation of the property being proposed by the Development Entity to the Springfield Economic Development Agency or City of Springfield? ❑ No ❑ Yes — If Yes, describe and explain: O. Additional Information Attach any additional evidence deemed helpful to demonstrate the Developer Entity's financial capability to complete the proposed development. Developer's Statement of Financial Capability Attachment 2, Page 17 of 18 SPRINGFIELD SPRINGFIELD ECONOMIC OREGpN DEVELOPMENT AGENCY QR 11 certify under penalty of perjury under the laws of the State of Oregon that I am authorized to submit this information on behalf of the Developer Entity and that the statements made in this Statement of Financial Capability are true and correct.' I further authorize the Springfield Economic Development Agency/City of Springfield or any employee or agent acting on behalf of the Springfield Economic Development Agency/City of Springfield to undertake any investigation deemed appropriate to verify the information contained herein. Printed Name Signature Title Date 1 If the Developer Entity is an individual, this statement should be signed by such individual; if a partnership, by one of the partners; if a corporation or other entity, by one of its chief officers having knowledge of the facts required by this statement. ' ORS 162.055 to 162.425 makes it a crime to knowingly make a false statement to a public servant with regard to a material issue. Such false statement is a Class C Felony punishable by up to five years in prison and/or a fine of $100,000. Developer's Statement of Financial Capability Attachment 2, Page 18 of 18 Page 4