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Agenda 03/13/2018 Item #11C11.0 03/13/2018 EXECUTIVE SUMMARY Recommendation to authorize staff to initiate the Invitation to Negotiate (ITN) process for two (2) County -owned properties previously identified as suitable for the development of housing that is affordable in accordance with the Community Housing Plan. OBJECTIVE: To provide housing that is affordable in Collier County and to further the goals set forth in the Housing Element of the Growth Management Plan. CONSIDERATIONS: On December 12, 2017, the Board of County Commissioners (Board) directed staff to initiate the Request for Information (RFI) process for the two County -owned properties previously identified to be suitable for the development of housing that is affordable. Staff initiated the RFI process on the following two sites: Property Folio# Acreage Amount Invested Bembridge PUD 00400246406 5.11 $410,796 (EMS Impact Fees) Manatee Site 00736520003 59.3 Acquired in 1973 for unknown amount The RFI was used to collect comments and obtain input from the marketplace. The process solicited information from potential developers as to the interest and potential for the development of housing that is affordable on each of the two sites. On February 9, 2018, ten (10) responses to RFI #18-7295 were received. All respondents stated their interests in developing housing that is affordable on the two -specified County -owned properties. Responses were received from the following groups: • FL Star Construction Ft. Myers, FL • Flaherty & Collins Indianapolis, IN • Habitat for Humanity of Collier County Naples, FL • JHM/RHD Naples, LLC Stamford, CT • Rural Neighborhoods Florida City, FL • Related Urban Group Miami, FL • Salce Companies Naples, FL/Stratford, CT • V3, LLC Washington, DC 0 Vestcor Jacksonville, FL 0 Wendover Housing Partners Altamonte Springs, FL The ten (10) responses received varied greatly in level of detail and vision for both properties. However, there were numerous consistencies which appeared throughout most of the responses. These consistencies included: • Provision of housing that is affordable for 0-140% AMI (Gap); rental and owner -occupied. • Utilizing Affordable Housing Density Bonus (AHDB) on both sites. • The land either being given to the project unencumbered or using a long-term 99 -year land lease agreement. • The use of 4% or 9% state tax credits as potential funding sources. Respondents who discussed the tax credit component stated 4% tax credits would be a more realistic source for various reasons. 0 Overwhelmingly, respondents requested that the associated Impact Fees be waived. Approximately half of the respondents stated a significant reduction or deferral could also be an option. Packet Pg. 85 11.0 03/13/2018 The use of Bonds, SAIL, SHIP, HOME, CDBG Sec 108 Loan Guarantee, CDBG funds, and conventional mortgages were also presented as potential funding sources in various combinations. After review of the RFI submissions, it was clear the visions for these properties were as unique as the respondents themselves. All the responses received are attractive depending on one's perspective. Therefore, it is recommended that an Invitation to Negotiate (ITN) is released to the public at large. An ITN shall be issued by the Procurement Services Director with public announcement and competition. An ITN is used when it is determined beneficial to issue a written solicitation for competitive sealed replies to select one or more vendors with which to conduct negotiations. Details on the ITN process and procedures will be contained in the solicitation. The ITN will follow the procedure outlined for an RFP [Request for Proposals]. Within the ITN the County should request a more detailed proposal to include: • Concept drawings for each property. • Unit type and size including bedroom counts identified. • Amenities included in development cost. • Identify target group for each unit type. • Per unit construction costs. • Proformas for rental properties and proposed rental rates. • Per unit market cost for properties to be offered for sale. • Detailed soft funding incentives required from the County. • Funding sources proposed to include soft debt items. • Experience in housing development, financing, and operations as applicable. • Contingency plan for alternative funding if competitive funds are not forthcoming. • Requested terms for land acquisition (purchase, long-term lease, donation) • Provide a comprehensive development timeline including specific rezoning requests to 100% occupancy. • Concisely explain how the proposed development meets the housing affordability needs as identified in the Collier County Community Housing Plan. • Describe the project and developer's long-term commitment to housing affordability in Collier County. Other loctaton specific ITN criteria recommendations for each site may include: Bembridge • Senior Housing Component • Rental Units • Special Needs Units Manatee Rental and Owner -Occupied Units Maintain Park Amenities/ Open Space Moderate and Gap Housing Component These specific criteria recommendations and others will be developed in the ITN based on BCC direction. FISCAL IMPACT: Any potential fiscal impact will be determined on a property -by -property basis based on Board direction. Reimbursement of original costs may be required if properties were acquired using impact fees. Packet Pg. 86 11.0 03/13/2018 LEGAL CONSIDERATIONS: This item is approved for form and legality and requires a majority vote for Board approval. - JAB GROWTH MANAGEMENT IMPACT: Use of County -owned parcels for the development of housing that is affordable furthers the Goals, Objectives, and Policies of the Growth Management Plan and specifically the Housing Element. RECOMMENDATION: To authorize staff to initiate the ITN process for two (2) County -owned properties previously identified as suitable for the development of housing that is affordable in accordance with the Community Housing Plan. Prepared By: Cormac Giblin, Manager, Grant and Housing Development, Community and Human Services Division ATTACHMENT(S) I. Florida Star-RFI-18-7295—Development—of Housing_js_Affordable—on—Collier—County_Land (PDF) 2. [Linked] Flaherty Collins- Collier County_ -_RFI_- FINAL (PDF) 3. Habitat for Humanity- Collier County_RFI (DOCX) 4. JHM- Collier County_RFI_-_Complete_Response (PDF) 5. Rural Neighborhoods- Neighborhoods_Project_Team_Letter_and_Concept_- _Rural Neighborhoods_Offer Bid 18-7295 (PDF) 6. Related Group - Proposal_Letter to_Collier County_ -_2-9-2018 (PDF) 7. Salce- RFI 18-7295 (PDF) 8. V3 - RFI_18-7295_Response_V3_20180208 (PDF) 9. Vestcor RFI 18-7295 (PDF) 10. Wendover -Collier RFI Letter (PDF) Packet Pg. 87 11.0 03/13/2018 COLLIER COUNTY Board of County Commissioners Item Number: 11.0 Doe ID: 4902 Item Summary: Recommendation to authorize staff to initiate the Invitation to Negotiate (ITN) process for two (2) County -owned properties previously identified as suitable for the development of housing that is affordable in accordance with the Community Housing Plan. (Cormac Giblin, Manager, Grant and Housing Development, Community and Human Services Division) Meeting Date: 03/13/2018 Prepared by: Title: — Community & Human Services Name: Cormac Giblin 02/20/2018 1:47 PM Submitted by: Title: Division Director - Cmnty & Human Svc — Public Services Department Name: Kimberley Grant 02/20/2018 1:47 PM Approved By: Review: Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Public Services Department Kimberley Grant Additional Reviewer Procurement Services Ted Coyman Additional Reviewer Operations & Veteran Services Sean Callahan Additional Reviewer Procurement Services Todd Henry Additional Reviewer Public Services Department Todd Henry Level 1 Division Reviewer Public Services Department Steve Carnell Level 2 Division Administrator Review County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Budget and Management Office Ed Finn Additional Reviewer County Manager's Office Leo E. Ochs Level 4 County Manager Review Board of County Commissioners MaryJo Brock Meeting Pending Completed 02/20/2018 2:26 PM Completed 02/22/2018 5:21 PM Completed 02/27/2018 9:17 AM Completed 02/27/2018 9:34 AM Skipped 02/27/2018 3:50 PM Completed 02/27/2018 3:54 PM Completed 02/27/2018 5:27 PM Completed 03/02/2018 3:01 PM Completed 03/02/2018 3:15 PM Completed 03/02/2018 3:55 PM Completed 03/05/2018 3:27 PM Completed 03/06/2018 2:38 PM 03/13/2018 9:00 AM Packet Pg. 88 February 6, 2018 Swainson Hall Procurement Manager, Acquisitions Procurement Services Division On behalf of the Board of Collier County Commissioners And the Community and Housing Services Department 3295 Tamiami Trail East Naples, FL 34112 RE: RFI 18-7295 Development of Housing that is Affordable on Collier County Land Dear Commissioners and to Whom It May Concern, Please accept this correspondence as our response to the above noted Request for Information. I write on behalf of the FL Star group of companies (hereafter referred to as "FL Star"). FL Star is a Southwest Florida based full service real estate group including the following primary companies: FL Star Construction, LLC — General Contractor and Homebuilding Firm FL Star Management, LLC — Development Management and Property Management FL Star Investments, LLC— Real Estate Investment Holdings Our operations in Collier County currently include: • Arrowhead Reserve at Lake Trafford — Among the lowest single-family homes for sale in Collier County and the only active tract housing project in Immokalee developed by an entity other than a not for profit organization • Milano Lakes Apartments —Apartment complex with Essential Services Personnel priorities • Sapphire Cove — Upcoming single-family home development on the Lord's Way • Hacienda Lakes of Naples—a master planned community along Collier Boulevard As required by the RFI document, the contact information below is to address any questions with respect to this RFI response: David E. Torres FL Star Construction, LLC 7742 Alico Rd Ft. Myers, FL 33912 david@fl-star.com Tel: 239-732-5170 11.C.1 Packet Pg. 89 11.C.1 We are encouraged by Collier County's desire to offer its properties to the development community for the construction of affordable housing. As this process moves from an RFI to an RFP, it is our hope that Collier County will provide clear guidance of the intent of its involvement. Please review the attached exhibit A. We envision multiple scenarios for County and development sector involvement and request that Collier County clearly express in the RFP how far it desires to be involved. At a minimum level of involvement, the County would provide the land to a private sector developer that would construct, finance, market and operate the project. At the County's highest involvement, it would seek a "developer for hire" for the development/construction stage, but Collier County would remain the owner of the facility committing the land as well as funding for.the construction of the project. It would then remain as the operating entity. The higher the County involvement, the lower the ultimate pricing of the homes will be whether they are for sale or for rent. While ultimate County ownership and operation may result in the lowest available pricing for housing, we do not believe this should be the route for the County to follow. Considering the deficit of affordable housing, we believe that the private sector will be able to bring the project(s) to fruition at a higher speed if it is acting independently. Furthermore, the County has multiple priorities that need to be handled concurrently. FL Star Approach to Future RFP While we reserve the opportunity to adjust our plans, below is our preliminary guidance on how we would approach the RFP upon County issuance. FL Star intends to form a joint venture with a to be determined "not for profit" agency that specializes in the construction of affordable housing for sale. The project(s) would include a portion of "for sale" product as well as a portion of rental product. Our goal is to create a mixed environment where renters can interact with owners on their journey to reaching the dream of home ownership. We see the following synergies in a partnership of this nature. FL Star would provide its expertise in the development and general contracting of high density product as well as in the long-term management of the rental portion. Not for profit would provide its expertise in the marketing, construction and qualification process of the "for sale" portion. The not for profit would further assist in the preparation of grant applications and would serve as a conduit for charitable contributions that may come from the philanthropic community, both which may be necessary to "buy down" the basis of the project to reach affordable pricing. Our request from Collier County in this process would be as follows. First, Collier County would provide the land to the FL Star/Not for profit joint venture at no cost with the understanding that the JV would meet certain to be negotiated criteria. Second, we request that the County create an Affordable Housing Zone for the properties. The proposed Affordable Housing Zone ordinance would provide for abatement of property taxes for a thirty-year period if certain to be negotiated criteria are met. Third, a reduction or complete abatement of impact fees would be provided. Finally, variances would be provided to minimize project costs as required by provisions in the land development code. While we recognize there is limited detail in the above narrative, it is our goal at this stage to provide a generic framework of a possible scenario that may be presented by our firm as a result of the future issuance of an RFP by Collier County. Packet Pg. 90 We thank you for the opportunity to comment on this matter and wish you continued success as you move your affordable housing agenda forward. Feel free to contact me if you have any questions or concerns regarding this matter. David E. To 11.C.1 Packet Pg. 91 11.C.1 O a Packet Pg. 92 m E a 0 a > m c ) a� O t = c 4� .4d V O O v O O OO U Ln U cn U U N LL N L N L L 0 r C ca J > L L L y r_ 0 c U o N o V •� cn U in U I L L L �• �-- v +1 4--� O C ._ co ro ro V O 'L O 'L. 'L O U O Vf U a U a a U v C)I N E o � O k yl 0 ^' L L 41 L L C m > � � 0 0 O N N v N p O Ql O Q) cn O U)U Ln LnU TO 2 •� L4• L Q W + ++ ,OL 4+ c N 'L Vf •� U L a L a U a a O U E -•+ 4- m m � L. v 7 4- N O v O L N O O O O O + °� O X > (n + W O Q) di O fY�6� O .io V) un Ln cn (n y ) �'.' L X E aO+ +0,,Qj N a a a a a O U O U 4J c ` O � ^ _ o LOI L Q (0 0 G) N = ti 00 LL. u LU 41 M 1 LL O Lloto v E C c9 Q c a u 2 O r 3 +c Cn L C 6 u }i NC m V C Q m O Cn _> O E LL > N > a+ i+ C 4- E m m O c - L � � V O a Packet Pg. 92 Executive Committee Rev. Lisa Lefkow CEO Nick Kouloheras President John Cunningham Chairperson Ed Hubbard VC - Operations Craig Alk VC - Development Doug Peterson VC - Family Support Stanard Swihart, M. D. VC - Family Selection Rick Deal Treasurer L. Michael Mueller Secretary Directors Douglas L. Rankin, Esq Assistant Secretary Penny Allyn Kathleen Doar Tom Fahey Gene Frey Curt Gillespie Robert Gurnitz Bill Hall Patricia A I k Rev. Dr. Kathleen L. Kircher Tom Messmore John Paalman David Pash, Esq. Tom Pollak Robert Rice John Sampson Barbara Sill Bill Stephenson Alleen Tostrud Georae Wainscott 11.C.3 umanitye Our vision is a world where everyone has a simple, decentplace to live. Organization: Habitat for Humanity of Collier County Inc. Organization Team: -Nick Kouloheras, President of Habitat for Humanity of Collier County Inc. Nick has twenty years' construction experience with fifteen of those years doing business in Collier County. Nick helps run the largest Habitat affiliate in the U.S. and the largest provider of affordable housing in Collier County. He has personally overseen the acquisition, zoning, permitting and construction of 1,500 affordable single family homes. •RWA Engineering (Not yet under contract) RWA is a local engineering firm that provides a full scope of services to the development community. Their staff has years' experience in engineering, planning, surveying and design work in South West Florida. -Private for Profit developer (cannot publically list name at this time) Over twenty years' experience in Collier County building a wide variety of product types. This list includes single family homes, multifamily homes, apartments and affordable housing units. Successful projects: Habitat for Humanity of Collier County is the largest Habitat affiliate in North America and has been doing business in Collier County since 1978. It is the largest provider of affordable housing in the county and has successfully built 2,100 homes. Habitat for Humanity also acts as the mortgage company for partner families helping provide interest free loans to allow the homeowner dollars to go further. Habitat has successfully acquired, zoned and permitting ten communities in Collier County along with a number of in fill lot sites. Private for Profit Developer. This developer has permitted, zoned and built over 100 single and multifamily homes along with a two hundred and fifty unit apartment complex. They have extensive knowledge of the land development process in South West Florida and have built a wide range of product types designed for multiple income levels. 11.C.3 Site concepts: Bembridge PUD: With this site our initial idea is to develop rental units for families and seniors making between 50% and 120% AMI. We believe that we can keep this affordable for this income range if we are allowed to build sixty units. The community would have a variety of floor plan configurations which would include 1 bedroom, lbath up to 3 bedrooms, 2 baths. Manatee Site: At this site the idea would be to offer multiple products lines for singles, seniors and families from 50% AMI up to 140% AMI. We would offer rentals and single family ownership opportunities through Habitat and the for profit developer. We would have banking options and product types that would be designed specifically for the target income brackets. This would produce a nice community with a true neighborhood feel. Items needed from Collier County for both projects: 1.Guaranteed deferral, waiver or significant price reduction (60% or more) of all impact fees. 2.Guarantee in zoning to go up to twelve units per acre. 3.Leniency within the Land Development code to eliminate or significantly reduce onsite native vegetation requirements. There are provisions in the LDC to bring these requirements off site for affordable housing. This would have to be done without cost to the development. 4.Assistance from Collier County to offset any mitigation cost required through the state and federal permitting process. JHM/RHD Naples, LLC C/o JHM Group of Companies 1281 East Main Street, Suite 201 Stamford, Connecticut 06902 P (203) 348-2644 F: (203) 348-2611 February 8, 2018 Edward F. Coyman Jr. Director, Procurement Services Division Collier County Board of County Commissioners Procurement Services Division 3295 Tamiami Trail East Naples, FL 34112 RE: Letter of Interest — Collier County Solicitation #18-7295 Dear Mr. Coyman: I am submitting this letter along with accompanying information regarding the partners of a joint venture between The JHM Group of Companies ("JHM") and Richman Housing Development, LLC ("RHD"), JHM/RHD Naples, LLC ("JHM/RHD-Naples") in response to the Request for Information that your office posted on January 18, 2018. JHM and RHD are two of the country's most well-known and well-respected developers of housing with significant focus on affordable/mixed-income housing. The two principals of the companies, John H. McClutchy Jr. and Richard P. Richman have been working together developing multifamily housing throughout the United States since 1977. Together, these two companies and their affiliates have developed in -excess -of 150,000 housing units. In addition, each company is a full-service real estate company that is directly involved in all aspects of real estate development, including site selection and acquisition, the land -use approval process, design, construction and property management, as well as the utilization of state-of-the-art debt and equity structures. An RHD affiliate is one of the five largest financiers and equity providers of Low Income Housing Tax Credit developments in the country. JHM/RHD-Naples is excited about the possibility of working together with the Collier County Board of Commissioners ("Board") to develop a plan that will result in the production of much needed housing to meet the continually growing demand in Southwest Florida. We have reviewed the two sites that the County is proposing and find that both are well located and very suitable for the development of mixed -income housing. We are confident that we would be successful in working together with the Board in an open and transparent process to create a public-private partnership to develop quality, mixed -income housing that would be attractive to a wide range of the County's population. Throughout this process JHM/RHD-Naples would be responsible for identifying and reaching out to local stakeholders to ensure all parties have an opportunity to participate in the planning process. An innovative collaboration between 141 Page Rc�uP Page 1 of 2 11�I(=;I ]MAN .J RU U [ The Collier County Community Housing Plan, dated October 24, 2017, clearly identifies significant need for new, affordable housing and states the County's interest in being directly involved in meeting that need. JHM/RHD-Naples is confident that it is the private -sector partner that can best work together with the Board of Commissioners and local stakeholders to address this issue. In anticipation of this our staff has reached out to major local employers to discuss their needs. Through these conversations we have determined that, provided with a long-term, sustainable strategy to address their employees' housing needs, these employers may be willing to take a position in this process and make significant investments in appropriate housing development structures. We are comfortable that we can work together with the County to develop and implement strategies that will begin the process of meeting its affordable housing needs for all segments of its population, including its seniors, very -low and low- income families as well as its workforce families. The partners of JHM/RHD-Naples have significant, long-term experience in all aspects of multifamily housing finance, including the use of tax-exempt bonds, Low Income Housing Tax Credits and all HUD, Fannie Mae, Freddie Mac and conventional finance programs. Its principals' long-term success in these programs, coupled with strong relationships with the nation's largest lenders and equity providers ensures that its developments utilize the most sophisticated financial structures, which receive the most competitive interest rates and the highest equity prices. The principals of JHM/RHD-Naples presently own and operate over 11,500 units throughout the State of Florida and have corporate offices in both Tampa and West Palm Beach as well as satellite offices throughout the State. The partners have been developing multifamily housing in Florida since 1973. The team of real-estate professionals at JHM/RHD-Naples looks forward to working together with the Collier County Board of Commissioners to develop quality, sustainable, multifamily, mixed -income - housing communities that reflect the character of the overall community while addressing its growing need for affordability. This is an exciting process that will truly enhance the entire community. Please feel free to contact us at any time if you have any questions or require any additional information. Sincere , John H. Mcgltchy Jr. President An innovative collaboration between �r�t�Fzc�uP Page 2of 2 11�IC_;ROUP FrI rMj111r1N i�1 = :• 4xnv. os. -U A..fs � 1 t� `� ` 1� C a 4 f� 0 T D Z M 0 W John H. McClutchy Jr. President In 1968, while a freshman at Nichols College, Dudley, Massachusetts, Mr. McClutchy, along with a Connecticut-based housing developer submitted an application to the U.S. Department of Housing and Urban Development ("HUD") under its Operation Breakthrough Demonstration Program. In 1970 they were awarded a grant by HUD to construct 136 single-family houses in Willimantic, Connecticut. This began his career in housing and real estate development. After having graduated from Nichols in 1972, with a BSBA, he joined Union Bank in Los Angeles, California, where he organized and managed its Owned Real Estate and Distressed Real Estate Loan Department. In 1975 he left Union Bank after having successfully reduced the bank's problem loans and owned real estate by over $400 million. At that time he became a principal and executive vice president of Related Housing Company, Inc. (the predecessor of CharterMac Capital, LLC, now Centerline Capital Group a subsidiary of Centerline Holding Company a NYSE company). While at Related he specialized in the development of multi- family housing. Related became one of the first and, ultimately, largest syndicators and developers of multi -family housing in the country. During this time he worked with then - Secretary of HUD, Moon Landrieu, and his staff to create new programs for the development of affordable housing, including the first ever use of bonds by the private sector to finance housing development. In 1981, Mr. McClutchy sold his interest in Related and formed The Braeburn Development Companies. Braeburn developed and constructed housing, retail and commercial developments throughout New England. In 1986, Congress created the Low Income Housing Tax Credit program and he immediately began to use it as a resource to develop housing. Since then he has worked with state housing agencies throughout the country to use this valuable resource to develop affordable housing. Mr. McClutchy has become one of the country's leading experts on the use of Low Income Housing Tax Credits and tax exempt bonds for the development of affordable housing. He speaks frequently for various public and private organizations about the use of these programs and the development of affordable housing. Mr. McClutchy sold the Braeburn Companies in 1988 and formed The JHM Group of Companies. The entities that comprise The JHM Group of Companies are actively involved in every aspect of real estate, housing development and the reclamation of environmentally contaminated properties. They have concentrated their efforts on developments in Connecticut, New York, Florida, Texas and Illinois. In addition to his involvement in housing and real estate development, Mr. McClutchy is a founder and Chairman of the Board of Nxegen, Inc. in Middletown, Connecticut. Nxegen is an energy services company that works with its commercial, industrial, institutional and municipal customers to use its proprietary systems to implement energy management programs to control and minimize costs. Along with Nxegen staff he developed a proprietary process to use a wireless network to control and manipulate equipment and energy usage remotely from a centralized network operating center. This system received a U.S. patent in 2003. He also holds several other patents and has patents pending for devices that control and reduce energy usage and costs. In 2004 Nxegen acquired The EnergySolve companies in Somerset, N.J. EnergySolve provides web -based energy services to a wide variety of retail, commercial, industrial and municipal customers throughout the northeast and California. Mr. McClutchy is Chairman of the Board of EnergySolve. In 2006, Mr. Mcclutchy formed Shamrock Stables, LLC. Shamrock is involved in the buying, selling and racing of thoroughbred horses. It races its horses in New York, New Jersey, Florida and Kentucky. Mr. McClutchy was a member of former Connecticut Governor Rell's Advisory Working Group on Housing; Connecticut Housing Finance Authority's Committee for the Preservation of Affordable Housing; Urban Land Institute's Affordable/Workforce Housing Council and Columbia University's Affordable Housing Roundtable. He is a former member of The City of Stamford Mayor's Commission on Affordable Housing and was a member of a panel of housing experts brought together to advise then -Secretary of HUD, Henry Cisneros. He speaks frequently as a panelist on housing related issues and the development of environmentally contaminated properties for professional, municipal and government organizations throughout the country. He has testified before Congress and the Connecticut state legislature on housing related issues as well as before the Connecticut State Department of Public Utility Control. In addition to his professional affiliations, he is a trustee of Kolbe Cathedral High School, Bridgeport, Connecticut and is a former board member of the United Way of Stamford as well as a former board member and past president of The Country Club of Darien. He is presently serving as Chairman of the Board of Trustees for Nichols College, Dudley, Massachusetts. ._1=M/ 1281 East Main Street, Suite 201 Stamford, Connecticut 06902 www.,-roupihm.com Qualifications Education: ❖ B.S. —St. Lawrence University (Canton, NY) Work Experience: ❖ Senior Vice President JHM Companies Vice President - Richman Group Development Corporation ❖ Senior Associate & Senior Analyst - Richman Asset Management & Richman Affordable Housing Corp Todd D. McClutchy Senior Vice President As Senior Vice President for The JHM Group of Companies, Mr. McClutchy is responsible for overseeing all aspects of JHM's real estate and energy businesses including site selection, overseeing project and development management personnel, assisting project teams from building inception through completion, contract negotiation and project financial proforma and budgeting. Prior to working with JHM he worked as Vice President of The Richman Group Development Corporation. He has participated in the development of over 2,000 mixed -income units. He has worked extensively with all aspects of the development process including design, construction, marketing, management and mostly finance. He has participated in the structuring of mixed -finance housing by utilizing tax exempt bond financing with 4% LIHTC, 9% LIHTC, HOPE VI, HOME, AHP, Section 8 & 9 and several other Federal, State and local funding sources. He has brought almost a dozen projects through either the construction closing process and/or the permanent loan conversion process. Also, he was the lead underwriter for the firm's various development projects in Connecticut, New York, New Jersey, Maryland, Louisiana and Florida. He worked closely with public and private lenders in assembling closing packages. Prior to working with the Development Group he worked for Richman Asset Management managing investor relations including requests and reporting requirements for nearly 70 corporate investors. Subsequent to that he worked with Richman Affordable Housing Corporation in their underwriting and due diligence group. Selected Projects Experience Crescent Crossings (Phase I & II) — Bridgeport, Connecticut $66 million new construction of 177 mixed -income, rental apartments under construction on 6 acres with significant site and utility improvements The Heights at Darien — Darien, Connecticut $40 million new construction of 106 mixed -income, rental apartments built on 10+ acres with significant site and utility improvements Rippowam Park Apartments - Stamford, Connecticut $36 million gut -renovation of 430 apartments. JHM converted these once troubled public housing units into mixed income housing Croton Heights Apartments - Yonkers, New York $25 million new construction of 60 mixed -income, rental housing units Ashburton Senior Apartments - Yonkers, New York $20 million new construction of 49 low-income, rental housing units for seniors Grant Park at Croton Heights - Yonkers, New York $150 million new construction of 300 mixed -income, rental housing units for families and significant infrastructure improvements Fort Washington Senior - Fort Washington, Maryland $30 million new construction of 120 mixed -income, rental housing units for seniors .i 4-1 �M iUI� FRP�10 u F1 Response to Request for Information #18-7295 06. �C-3 FP, C3 JNPA GROUP Of COMPANIE' JHM Group of Companie is one of the nation's preeminent developers of affordable housing, is one of the most knowLedgeabLe, weLLrespected and wellknown names in real. estate development and finance in Connecticut. It and its principals have been involved in every facet of real estate, including all aspects of land use, planning, design, site development, construction, marketing, property management, asset management and finance. Over the past fortyyears they have developed, financed and completed over 155,000 housing units and in excess of 5.5 million square feet of retail and commercial space throughout the United States. Over 20,000 of the housing units it has produced have been afFordabLe and financed with various state and federal affordabLe housing programs, including Section S, Sections 221 (d) (4), 221 (d) (3),2-35 and 236 mortgage programs as well as Low Income Housing Tax Credits and taxexempt bonds. During the past five years it has completed over 2,000 units and it presently is developing approximately Soo units, 400 of which are Located in Connecticut. - JHM Property Profiles - Response to Request for Information #18-7295 JL THE M/C3r nur7 1M1IC�jH(�MiA}N GRO4 OF GOMFA ES �H ROUP, P, INC. Placed in service: 1997 lel iu � I Units Produced; 320 - one, two, and three bedroom - homes Community Type: Mixed -income Financing: HOME, LIHTC, & Private Financing Team Members: JHM & The Richman Croup - JHM Property Profiles - in. V 9 40 i -4 jPVq -1 44 Response to Request for Information #18-7295 �'�THE �0jpQlICHMAN M/GRFCUU� �RQUP, INC. E. Lee Apartments ) io, Built - 1923 this 10 -story, 72 -unit historic brick building will, in collaboration with The City of Sa Antonio, soon undergo substantiae rehab with particular focus on individual unit enhancements, including new cabinetry, floorcovering, energy efficient mechanical systems and lighting, energy star appliance and water- saving fixtures throughout. - JHM Property Profiles - Response to Request for Information #18-7295 JL THE �MfGRCDLIF-' 101ICHMIAN GRO4 OF GOMFA ES � H nO V P, INC. M;� n Robert E. Lee Apartments AW !Zlor%- WWOI Affordability: 100% at or below 60% of AMI 7"1 Financing: UHTC, Federal. Historic Tax Credits, State Historic Tax Credits, Private Financing - JHM Property Profiles - Response to Request for Information #18-7295 JL THE �MfGRCDLIF-' 101ICHMIAN GRO4 OF GOMFA ES � H nO V P, INC. �'1-, Z A T; r, A i A TO -1 'VA -DI-w •-, c• n T - JHM Property Profiles - Response to Request for Information #18-7295 �'�THE �0ppQlICHMAN M/GRFCUU� �RQUP, INC. - JHM Property Profiles - Response to Request for Information #18-7295 JL THE �MfGRCDLIF—' 101ICHMIAN GRO4 OF GOMFA ES � H E�O V P, INC. CRESCENT CROSSINGS - Phases lA & 1B 252 HALLETT STREET, BRIDGEPORT, CT .......... ''-.' CRESCENT CROSSING r ■ rr Wk to r` .cam ■■ �.' r� i� ii r� to r rot to r ►r rr u nur�iruu + rr rot _-AM! rt g - JHM Property Profiles - Construction Commencement: September -2415 ❑ate Opened: August -2016 Type of Community. Transit oriented and mixed income multifamily units, L Units Produced: 177 1, 2, and 3 bedroom apartments. Construction Type, Wood construction A 71 Team Members: JHM Group of Companies, Richman Group and Park City Communities Total Development Casts: $65 Million Financing: Federal l_IHTC, CT DECD, CHFA, HUD CDBG-DR, Energy Incentive, conventional and developer equity CDBG-DR - $9,825,000 The Heights at Darien is formerly known as Allen -O'Neill Houses ("AON"), Darien, CT - AON was a 53 unit existing CT State Moderate Rental housing development that was built in the early 1950s and was owned and operated by the Darien Housing Authority. It has been demolished and rebuilt to include the new construction 106 housing units and community j building. Construction and permanent financing were provided by Citibank, as well as the CT w Department of Economic and Community Development, the Darien Housing Authority and The Town of Darien. This development is important as it has many of the same �A• x, characteristics as the present opportunity including NIR -3b program requirements, relocation, redevelopment, working with all stakeholders (residents, Town, Housing - Authority, State, CHFA, etc.). Energy star 3.0 and LEER certified, Walking distance to public .��. transportation including Metro -North. x Address: Allen O'Neill DCIVe Darien, CT 05820 � Rate Opened. from October 2013 through 2014 Type of Community: Transit oriented and mixed income multifamily units r Units Produced: 1051, 2, and 3 bedroom apartments'. rr Construction type: Panelized wood construction Total Development Casts: $ 38.2 million Not including land value estimated to be approx $12MM Financing: Federal LIHTC, CT DECD, Town of Darien, Darien Housing Authc conventional and developer equity Team Members: )HM, Imagineers, Crosskey, Steven Winters, Viking 1 Relocation: Temporary relocation accommodations for existing residents k"W. is Response to Request for Information #18-7295 JL THE ��MfGRCDLIF-' ��1ICnHMIA�N GRO4 OF GOMFA ES � ROUP, V P, INC. - JHM Property Profiles - The new property will include an on-site management office, community space with kitchenette, a business center, fitness facility, and laundry facility. All units will be LEER and E=star certified, -- Status: Construction Start 011201' Community: Rental 25%, 50%, 60% AMI Units Produced: 62 - 7, 2, 3 & 4 Bedrooms Total Development Costs: $28.4 Million Construction Type: Wood Frame - 3.5 Story Financing: $1.700,000 CHFA LIHTC. S6.000. 000 CT D 0 H Funds. 54000,000 CT 13EC0 Brownfield, Developer, City of Hartford, Private Financing, FHLB Boston, Energy Rebates. Team Members: JHM, TRG, Housing Authority of the City of Hartford, Arthur T. Anderson, Nutmeg Planners, Viking Construction, Crosskcey Architects, Freerni Engineering, Fuss & O'Neil, Steven Winters rN s Status: Construction Start 0512017 Community: Homeownership (60% AMI) Units Produced: 29 - 3 Bedrooms Total Development Costs: $12 Million Construction Type: Wood Frame - 2.5 Story New construction of 29 units of affordable Homeownership housing will be the first of its kind in Financing: $5,000,000 CT DOH Homeownership Funds, $5,000,000 Private the Blue Hills neighborhood -All units will be Financing, $2,000,000 CT DECD Brownfield, CHFA HTCC Funds, Federal •. available at bow AMI. Construction includes removal Home Loan Bank, Energy Rebates. " of blighted and vacant structures on centrally located parcel in the city of Hartford which is planned to fuel economic growth and vitality. The Team Members: JHM, TRG, Housing Authority of the City of Hartford, development is intended to pursue a designation as a — LEEI] (Leadership in Energy and Environmental Arthur T. Anderson, Nutmeg Planners, Viking Construction, Crosskey Design) from the U,S. Green Building Council. The site Architects, Freeman Engineering, Fuss & O'Neil, Steven Winters will be designed to be walkable and pedestrian friendly and to encourage the use of bicycles and public transportation. I THE ski ROUP DEVELOPMENT CORP, ` lit •,. I as M19 �� � � -7-1- FIT 1Ik, 11 II n 11 It II 11 119 ]Ir .. E: ZrY 9g C X11 :3 R71 C C Iltl •.. !: FY?1r '7i 9f �] .. .: Aa a Ti II ami: t: iji is .. .. o ;?. x ::ems Fi lr {e Ted.! 7 a� - In.�- sFAI ll 11�i 11 1111 It C _ : .. .. of ..ewe ip, SH uu� B■ ■■ ■ .!! ��. M, t . 11 t, t, t1 t1 H�7: e i�i3 1:1:11 H - -� '� ��� � s�"� .. '!k ■i'1 ii VT No �liil •.ii' ]- r f i; It Ill ■ _y �n I 1 Il ii : it it It it e @ .. yl ��•.:�- II 31� g ��.-- ti 1 36 SE Il" �N Ya J'l A QUARTER-CENTURY OF EXPERIENCE Over the last quarter-century, Richman has grown to be America's 7th largest rental apartment owner, with a portfolio value approaching $20 billion and twelve regional offices serving communities in 49 states, Puerto Rico, the Virgin Islands and Guam. This growth is due to Richman's flexibility in accomplishing its development goals - by partnering with large financial institutions, for-profit developers, smaller community-based non-profit organizations, and by creating effective public/private partnerships with state and local governments. The Richman Organization has a national reputation for structuring creative development financing and has been able to use its investment banking affiliate, Richman Real Estate Investments, Inc., one of the nation's largest providers of equity for residential apartments developers, to provide the financing necessary to accomplish its development goals. Richman can also deliver complete in-house development services, including site selection, marketing and management services and, in some states such as Florida, even construction services. By possessing comprehensive and integrated development and financing capabilities, The Richman Organization has become a leader in the development of high quality luxury and affordable rental and for - sale housing products, serving both families and senior citizens. INVESTMENT 6 -MORTGAGE BANKING OUR SPECIALTIES DEVELOPMENT ,,. ,,. ..W. .■■■■ PROPERTY MANAGEMENT ASSET MANAGEMENT RESIDENT SERVICES CONSTRUCTION 0 .......... 6M CUTTING-EDGE APARTMENTS IN DYNAMIC MARKETS Pictured from left f --ilii--- --Nflfl THE SEDONA —TAMPA, FLORIDA PARC AT WHITE ROCK — DALLAS, TEXAS s *i ",- PALM RANCH — DAVIE, FLORIDA PALM RANCH —DAVIE, FLORIDA INFINITY LOHI — DENVER, COLORADO GRADY SQUARE —TAMPA, FLORIDA EPIC AT GATEWAY — ST PETERSBURG, FLORIDA z SAGE AT CERRITOS AZURA,AURORA EPIC AT GATEWAY MARKET -RATE PORTFOLIO Recent Developments: THE SEDONA - TAMPA, FLORIDA PALM RANCH - DAVIE, FLORIDA INFINITY LOHI - DENVER, COLORADO EPIC AT GATEWAY - ST PETERSBURG, FLORIDA AURORA - TAMPA, FLORIDA PARC AT WHITE ROCK - DALLAS, TEXAS Coming Soon: PALM RANCH - DAVIE, FLORIDA LENOX AT BLOOMINGDALE - BRANDON, FLORIDA GRADY SQUARE - TAMPA, FLORIDA FII - SAN DIEGO, CALIFORNIA SAGE AT CERRITOS - LOS ANGELES, CALIFORNIA KI - SAN DIEGO, CALIFORNIA AZURA - KENDALL, FLORIDA THE MORGAN - ORLANDO, FLORIDA THE AMALFI - CLEARWATER, FLORIDA MARKET & MIXED -RATE COMMUNITIES From Left: BELLEAIR PLACE - CLEARWATER, FLORIDA THE BALTON - NEW YORK, NEW YORK THE KENTSHIRE - MIDLAND PARK, NEW JERSEY i��ilil�" W. WIN BAYSIDE CLEARWATER, FLO Q a•4uu eaA �'E�r �E6 w? ,gyp. AFFORDABLE COMMUNITIES - HLivi 13'A'Aw LLur'lu l k : +f 4kUS�`"�k 7- A-Mr4 SUMMERCREST - FRESNO, CALIF' PPOWAM PARK - STAMFORD, CONNECTICUT AFFORDABLE Florida: BROOK HAVEN CLAYMORE CROSSING CRISTINA WOODS HUDSON RIDGE KENSINGTON GARDENS I erII MARINERS CAY SPRING HAVEN 1611 AUTUMN PLACE CROSS CREEK FORT KING COLONY HUNT CLUB LAKE KATHY MORGAN CREEK ROYAL PALM KEY SABAL RIDGE I &II SPANISH TRACE BAYSIDE COURT BELLEAIR PLACE BENNETT CREEK BOOKER CREEK CLEAR HARBOR SAVANNAH SPRINGS CLARCONA GROVE LAUREL OAKS 16 II MANATEE COVE PARKWAY PLACE RIVERCREST TIMBER TRACE TIMBER LEAF WINDOVER WOODS ALLAPATTAH TRACE BROWNSVILLE VILLAGE 3 64 COLONIAL LAKES GARDEN WALK LAKE SHORE POINCIANA GROVES RIVERVIEW HOUSE SAN SHERRI BRANDYWINE COLLEGE PARK GRANDE OAKS MERIDIAN POINTE MIRA VERDE ST LUKE'S LIFE CENTER SUMMER LAKES 1611 VALENCIA GARDEN APARTMENTS BELL RIDGE I SANTA FE 1611 STODDERT PLACE PORTFOLIO California: New Hersey: HARVARD COURT 16 11 MEADOW GREEN MT. WHITNEY THE KENTSHIRE ROSEWOOD VILLAS PINE RIDGE PLAZA SIERRA VISTA New York: SUMMERCREST SUMMERSET 422 WARBURTON SUMMERVIEW BETHEL SENIOR VALLEY OAKS 16 11 SHAMROCK CORNERSTONE DOUGLASS PARK MOUNTAIN VIEW METRO 125 SHASTA COURTYARDS THE BALTON EMERALD POINTE STONEGATE 1611 Connecticut: Texas: CRESCENT CROSSINGS 1611 HIGH POINTE PLAZA FLORENCE VIRTUE MEADOW BROOK PLAZA RIPPOWAM PARK MOCKINGBIRD LANE RIVER COMMONS PINE RIDGE PLAZA WHARFSIDE WALLER HILLSIDE PLAZA Maryland: FIELDPOINTE LANDMARK AUTUMN WOODS 1611 Ile., i ACTIVE ADULT L I V I NG 62+ 0 0 0 0 0 0 0 0 0 0 0 5 Communities Located in California & New Jersey BAYVILLE, NEW JERSEY HIGHVIEW TERRACE, NEW JERSEY THE PINES AT TINTON FALLS, NEW JERSEY GRAND PLAZA SENIOR, CALIFORNIA VENTANA, CALIFORNIA 55+ • • • 0 • • • • • • 9 11 Communities Located in Florida, New Jersey, New York, California & Texas SANTOS ISLE, FLORIDA GRAND RESERVE, FLORIDA MEADOW BROOK, NEW JERSEY VISTA GRANDE, FLORIDA ST. NICHOLAS PARK, NEW YORK WEST BRICKELL TOWER, FLORIDA WAYSIDE OAKS, NEW JERSEY WEST BRICKELL VIEW, FLORIDA SIMMONS GARDENS, TEXAS SPRING MANOR, NEW YORK SYCAMORE SENIOR, CALIFORNIA ACTIVE ADULT COMMUNITIES Pictured from Left: THE PINES AT TINTON FALLS - TINTON FALLS, NEW JERSEY WEST BRICKELL TOWER - MIAMI, FLORIDA SANTOS ISLE - TARPON SPRINGS, FLORIDA VISTA GRANDE - MIAMI, FLORIDA SYCAMORE SENIOR VILLAGE - OXNARD, CALIFORNIA N ' YY Ar i Mi ROILP MLbd" f-eb ruaryr 9h, ZG18 11.C.5 r c 0 RURAL NEIGHBORHOODS N Pu+i&? Curable Place -5 for Working Furni�IiQ_ Prek Office i3m X43529, 19308 SW 3W- 5t{eei, Florid City, R 33034 ,) Telephone M5-242-2112 Facsimile 305-242-2143 N To Col he r Cou city Boa rd of Gou rrty Commissianeu F r: Steven Kirk Pr.2Sielent Re. SOrAcit r6un d18-7245 DeveloPment of Hausr g that is A rdbbk err Coffrer C -panty Owned f acid Ru ra I N -e ightiorhoods is pleased to s ub m it th is f ette r t ra mmitti rig its respi)ri se to Soli citation.4IS- 7 295 Dene lop ment. of Housi rkg th at i s Afforda b I& n rt Collie r Cou my Owned La nd, The I ead Pa i rrt of contact fo r the Nei ghb-a rhoods Proj ect Tia m is: contact I nformat ion -Steven Kirks Plresidena Rural Neighborhoad5, irncorpomtcd 5e': E'ki rk c--ar rrai I nPi hhhorhPoc-s,a r 19308 SW 3W" Weed, BO 1� �43529r Florida City, FL 33034 T30-9-242-2142 C ��5-29� 110 F 305 2�2-2143 Than k you for the prctessfonai olpportunity to i rrtrad u ce ou r Neig h burhaad:5 Proje-t Team, -and disVV55 ou r concepts, appfwch and the incentives rrecessa ryr to me -et the growing riern and for a ffi�rdahl a aril wa rkfcrce housl ng in Colli-er CQunty, I look forward to an opportu n ityr tD discuss Ou r respa nse at -rcur mi-meni-ernce. Since 5#eve Kirk sident Packet Pg. 124 �hkAdw rJ KFLIi-o �M b c 11.C.5 r c 0 RURAL NEIGHBORHOODS N O 6WIding Lrvahle Plor-ez for Workfrrg FamrJrCD Post Of oe Box 313629, 19308 SW 3800 Street, Florida City, FL 33034 ,n Fe€ephwe 305-242-21Q. Fac--rn► le 305-242-2143 CCD M 1a: Col lie r County Boa rd of Cou my Corn rn i ssi onees F r_ Stcve rE Kirk Fresid ent Re_ Solicitation #13-7295 D.Pvelopmerpt of Housing that is Affordubie an Collier County Owned Lard aa' February g-'', 2� R u ral N ei ghbi)rhoads is pleased to submit th is response to Sol i6tabon #18-7 295 -�kekrejcppmen t Of Hau5in!g that is Affordable on K? -r County Owned Lgrrd on behalf of its as5em bled professi on a I team. The Neighrborhood5 Project Team Project Developer Rural Meigllborh:ood$, I ncn rporated, serves as Projea Develope r. Rural t+ e�ighborfhaods (R ht) is a natloriaf awa rd -winning non profit developer "&rl;l rtg )ivab�e PUtL-s"for tiva rking fam iiic-s, Stn iors and speda I needs houwhoJds throughout South and Southwest Florida. RAI h.as developed 1,800+ housing u n its, invested $225,000, in affordable a nd workforce houLsin,g and delivers profession@ I amt and property mar agLme nt to a 1,725-u n it portfolio. Its real esta to dewelopmertt investments S4 rm Collier, Miami - Da d -L-, Head ryr, NiElsboro�h, Ckeediobee. Polk a rfd 5a int Lurie sties. Past suco ssfirl affarda We and workforce housi ng a4m m unitie.5 include, • EMr1.�iddes 1oilage — a $60M, 120 -acre mixed use grillage ccmprir�ed of 539 si ngl-e-carni Iy and gown -ha -,se!,- homes, X130 special needs hou51 ngr neighborhood re-tailfcffiee mail, mmmunily health and child development uenter5 and 10 -acre publ Ic park situa#ed in u n incorporated fVl iami-Dade County. This planned developmeryt evidences R N's skltl a:nd success in large, wixed -use projects targeti rr8 low a nd moderate households - Packet Pg. 125 11.C.5 • Orchid Greve oad Cypress Cove - two WLunit Heusi ng Credit comm u n iti es in Miami -Dade and Pofk COUnties. These evidence RN'S success in securing $29M in Florida Housing :Finance Corpora tion tax credit i nve5tment 5ervi ng households at fiO% AML • PWOYwag Creek Corr,man5 - ark inmrgene rational rental community QN- ring senior and fa m i Ii es housing choices oommerisu rate with social a nd workforce needs iro Hendry Courny- RN has generatcLd the qn Iy afforilahle and workforce investment in Iahel lei not orrice but twiFce, over the past (fecadc,. + Reserve .al. Edexr Gardens - a phased 92 -unit rental coin munity preserving local wetland and upland ha 4itat i n aura I Col lip r while to rgeting working famil ids earni ng and 80% AM I. Eden Gardens exhibits RN's skill at meeting a nvircnmental challe ilges i n income -restricted properties, ■ EsPerarrza PJace Ja rid redevelopment of a 30 -acre Parcel in Oilier ecim#rised iyf 84+ ren tal units, -62 homeowner -ship pa roeis and speaa I needs housing targeting households up to 1 AMI- Espe ranza reveals RN's skill in bringi ag develCpment partners together in area ting a mix of housing products from homeowwarship #i? renta I apo rtn'w nts to meet the si,eMer meds of local rf-5k�ents. eAddtkMO� Prafect Pr ies are Available upon Request) RN is a recipient of American Business MpLd ia's Littleford Award for Corporate Corf1munity Se nrip., retugmii ng OWapaniesr orga ruzations and individuals for out5tand ing Community service airned at al lL!rYiatirtg a tical social pr0blerns, the Fannie Mae Foundation Maxwell Award of Fxr,01enca in Law Joconne Housing and the Housirig Assistarrce Cou waifs Skip Jason Com munity 5erVice Award fo-r regia nal housing leadersbip- It is a chartered rnem ber of Neighborworks Arnerica, a public Corporation created 4 Ccingres5 to auxedit inr6ependeryt housi rr� 0rga r;izations having a record of excel lence a nd use of be.5t practices. St-ew n Kirk, President, has led Ru ral Neighborhoods si nc.e 1944 and is a recognized expert in the housing field- Kirk was appointed to Governor Jeb Brush's Hurricane HousPrC Tank Force i rr 2DD5. He nvntinues to serMe an real. estate and pub lic pal icy corrrmithees of several na tiona I orga n izatior includi ng NeighborWcrks Amcrica and Natiornal Association of Latin Currununity As_5et Builders. Afrhitectural Design David Corban Architect, PLLC, serves as Project Ar+iitect David CxWban has pra diced architecture in Soutbw-est Florida since 19%9- He has been at the forefront of the- FiDrf4ja design community and the architect of some of Cagier County's most recognizable projects including the Naples Beta n ical Carden. His Rhilcsophy is weir matched to ereatir% dwell iris whi-ch target the local workforce. Corban b�plieves a rchiteeture Phar, the power to make ernpfoyees more productive, businesw:5 more profitable, a acme more f Ivabhe and the aesthetic experience mernora b le r c 0 v N 0 rn Packet Pg. 126 11.C.5 David Corban is expert in muftifavniFyr a rdiite_—ture. His work ittiol udes the Naples Bay Resort, a �4-acre. 240 units oomrnunkyr, Bela Sera Suites (100 unrM) and various mixed -LL -5e retaidf residential FifthAvenue. Reis a LE ED accred iter profession@ I_ Corbar7 Is the recipient of th.2 prestigia us Audrey Nelson Coram unity - Development Award for the design of Im mokalee public spare, His Haldeman - H Duce was. named a ne of the tarp 100 bui Iding$ built i n FI arida in the last 1�* years by the Florida AIA. The Florida Southwest American Irislitute of Archftects inamed David Corti -an Fts 2017 Mi2rit Award WiniieLr faf New Work 85 well as F U n bui It Desigro fol Iowirkg on the heels of si:m[lar 2016 a ri-d 2014 honors_ -. �.. . C vif Engineering, Land Surveying and Land Pianning CradyMinor pirovides er gine ring, planning and suryewinp .services to the N eigh bonccm ds Project team. The firm ha -5 been active in Southwest Florida's growth si ncR 1 9��3 1. Its current Projerr.5 i rmlude the Gordon River Gree nwayr and the Big Carkscrew Island RCzgional Park - C/fvl's team pa rtici pati on ernsu res cost eEfetive design that LDnsid.er:5 po;itical sensitivitie.r, and meets envircrkmental requirements arid comm niGty needs. Efforts will be led b�y Wayrw Arrioldr A.3_C_P_ as Pri ncipa I Planne r. Lan d Use Rici,a r -d Yovanm_iCh, a ria m e sha rehol d e r in ColemanNnva n-ovfch ft ster, SL -r p.5 a.5 counsef cn real estate coni nigoonstructiort a rtd la nd-t35,e rrmatters_ He is a Ularti ndale H u h bel AV Preemi ne nt rated a tLonneyf and is reccgnimd a m Dng Gest lawyers i n Amerira(9 5'Ince 2010. H e was an Assistant County: Attorn"r Collier COU n Ly From 1990-1 r focusing on land development and construction matters. y0Var1OvicF3'5 exJerti5e incl odes pl:armed unit devela pine nt, Sits development plans, zan ing and canditionaf a nd provisiona I uses, Tax, .l eaf Estate -acrd Legal Ga ry J. Cahen and R&ert Cheng 51harehol-dcts i n Lice Miami Office of Shutts & Bowe n L LP. serwc as tounse.i on tax and fFna-rice issues_ CDFie n is a NV artfndale Huhhel I AV raged attarney and i5 re4mgnizod a m crtg &est Law y-ers in America in Tari Law since 2p07- He provides re presentatlo n i n the structuri ngr ii nanci ng and rfevuflopme nt of affordable and workforce housing i nr,lU¢i n jS the Swridicati Dn iYF Federal low-income hctrsiryg tax Eredixs a rtd secu ri ng su heirdinate govern ment debt. Robert Cheng is expert i n comp4ex real estate transactions i ncludi ng the acquisition: develcppn,heint, construction a nd fina ncirkE for offi0e build ingsr rets i I ocntersr Frames and muttifam ifyr residential properties. HL% freq uently handles p rojcots that include multiple layers Of equity investment a nd debt Fina rrcin� from pu bl is and priti w. 50urces. Notional Technicai Assistance and Corpital Sigardng Nationai housing organization. i n -dulling Loral Initiative Support Corporation (LISA, National Association 0f Latino Community Asset guilders (NALCA113), E nt�rprise Comm ur iter Pa rt:ners and Neighbor orks Ameri-ca wi I I serve as national a dvi 50rs to Rura I N e igh ho rhaads_ Fadi will offer consul rant and tech n ica I a5,5i.51a-ice to local .90vemment and R N oa pate ntia I bortidr New Market Tax Cred its, Housing Credits a nd other be nefic is I fins n6ng sources_ The investment arms of USC and E nterpri se Communftyr Partners Wifl r c 0 U N 0 rn 5 LO rn N Packet Pg. 127 11.C.5 r c Provide com merca 1 and residential tax credit "ication for credits generated by the propose -d 0 development_ N O CD Concept and ApprGa ch Our vi:5npn i5 i uuffd ng lrvobfe pfacps for tlhosc w#tia care fpr pati a nts in our hQspita Is, teach ClAdren in ou r schools. respond to each citizen in times of erner8ency and offer custprrker serwioes to residents and tourists A ke. I is not j first build ing a house_ Livable places are rnernora We communitles where seniors a nd families Can I ive and grow, be neighbors first, then good neighbors, It's a place to pursue persona I hopes and dream s_ Si mply put, W5 a ne ighborhocd. The Bembrfdge P U D a nd Ma nartee sites a Iffier unique opportunities a nd rhallenges as potentia I of uTdable a nd workforce housi ng comms,jnities, Bembridge offers a sma 11 5.1- Arne pa reel fp a well. eSta blish E(j residential coa-r MUnIty. TO im m plement a sense of neighborhood, the Developer m u5t choose 5iMr shaper a rchitec tore a rid refationship5 to tt)e street Lhat contri h ute to a successful and harmonious broader nk~ighbprhood. M Moor enusit fQster its own se rise of on-site community — landscape and design features that make for a memorable ae.ghetfc expefienoa and purposeful amarki ties like fitness and business centers that accommodate a qua Iiry r-ncaE experience_ The Neijo borhocmds Project Team Sees Bembridge PUD as a poteritia I site for senior or sma 11 apa rtment Jeri rk�',r a-9, 1- and 2 -bed r Porn un its. Th is era files the Developer to elect a compatible scale, aooentuate site and landscape aesthetics and accommodate needy parkfrr$. Ma rWee's larger ap 2n 2t0eage Uffers a more broad, mixed -product approadi- It is well- suited to Planned Unit Development in wh di phased constrLwtion can be rna.5sed of clustered_ Its 5-uitabilfty as a pla rnned resi rirr 71 development ar one allowing :tion -residential uses should be conce ptuarl ized arra: after L ommunity i nput. Nonetheless, its am ple acreage ena bles dubhouse, chi Id Carer recreational, greerk space and rreigl ht Drhoad oartivenience uses that wUl support the daily needs of workforce residents_ Development of the MAnatee site as a small, intergeneratipna I of Ilage Where a pa rent pan drop Off his or her chi Id at on-site Chi IdcaTe on route to work, earol I a hvol-age child in a nei�,,hborhood aFtersehoQl program a nd sen iors can reside i n 55+ commt,riity but sri II enjoy{ i nteraction with local child recti is ce ntra I to #fie ighborfis. Project Teams' concept T;he Neighborhoods Project Teams Griew the subject paroels as rental pr rtles due to (1) priorities expressed irk rh4e RFI, and (2) incentives provided by county awned land that may mare easily accrue to rents I developrne nt-5. It is open to consi-de r creation of a la nd trust for a portion of the Manatee Site targeti ng home ownership: but deed restricts sa les to incomes uatified home buyers Grp to ga p levels. Thr- project team also priprftizes the deyel opment Qf a significant num bet of senior units. Skilled, creatfve uses of ava ilable fire noa I tools is integral to clash conce pt. The N e ighborl kKmd.5 Project Team shall use recognized Federal, state and Focal best practices to finance affordable and workforce housirV_ These include; Low- Income H ousing Tax Cred its (9%HC) Packet Pg. 128 11.C.5 R N a nd its tea rn aha I I pursue an award of ❑ornpetitive LOw-IncOrne Housing Tax Cred its th ro ugh Florida Housing Finance Corporation allocations for Medfurn Counties- E$timated per project eguGtg of up to $13,500:000 per r.ntai project IS c0rnpetftively+ awarded bV FHFC W six to eight projects each yea r. 9%HCs provide 2-5 ti roes more equity than Tax • Exempt finds deserFb l below- it is the favored apptnach to serving househQIi;15 ea rn i ng Up to 609 AMI.. Donated 9a nd and modest addi tions I gra nrt funds corp bine with FHA or cortrmercial debt capital to serve eligible households at rE?rrLs and Util itFes no greater than 309 of housei,a9d inc me- Awards of 9%HCs a re highly competitive._ The Neighborhoods Project Tea rn and Colf ier may be @Wu to i mpmve project competftiweness in obta i n i ng FH FC 9%H1Z!5 credits by designati ng the Be rn bridge ar Manatee sites local revitalisation initiatives. This place , Credits in a sma Iter appl iu at fieid I n which subject sooriing guides prpject awa r -d s- + Tax-exem pt Housing aonds t 4% HC5 In cantrast use Of Tax-exempt Housirq t3onds thrau&rh F+i FC or tete Coll ier N0usfrg Fina ncc Agency is m(ire assured. There is no lira feed pool OF 4%FICs. For technical reasons, 4.%HCS must be usad for properties with strong debt S1 y milliary a rrd iuw operating expa-rrses, Aental properties using IOHC must be able to support debt equal to ane -half their Va I uer The Neigh b0rhvods Project Team can uriliae 4%HCs if it can bring a large afflMnt of alterrtiate fundi ng i n o the Project t4 pay off that portion eif the bands that cannot be In this scermlo. the Peal requires about in nc0n- iqLihr Financing. The band 4a;11 Figures over Z-qurty ke -" :I Ii.I'rr• I. U.2 rEri 72.9 pall gond d*W supported by property operations. It looks to Collier to prmftie signiflcar11 soft financial sources - This approach is likely feasiibte on the. hila natee site givers (1) its potentia I for high -u n it count thus reducing Frigh bond tra nsactinnai costs, and (2) the Ca]tier market where LtHTC and market rornpetitive rents are h igh- This a pproach is expected to enable the Neighborhood Project Tea m to set aside 20% or more of rents I units to hGursehol-ds e�amirkg ab&m 60 AM I. Ful FC offers State Apartrneat Mcen rive Loan Program (SAI L� -debt in mnj u notion with Tax -Exempt Bonds a nd 4%HC5. TI-rls provides an estirnatecil �3M - 51V! i n soft capital to fill the a Itern ate funding gap noted above- Th is FH FC progm rrr is le:s5 ovre peEitNt, tha n E?%HC awards. * FHPE SAIF Fi nancifig for the Co nstruction of Workforce Housing FHFC offered 34M ;n SAIL capital to advaince construction of workforc-e housing outside the Florida Keys i n 2017 a nd is expected to -do so i n f utu re pe rinds, t# prloritibes sG-catled Line-Where- Yaki-Work projects withi n two miles of iderttlfii�d Citi} Ii mits incl Uding Ma rco Island and Na pies Such housing serves hausehi?lds with incomes not excm -d ing AMI_ It require$ 2:5% of units he set-aside at 5 AM I, 45 percent at fi AM I and the rernai n ing Units can serge households at W% A I IL SAIL serves as soft ca Pita I to complement 4%HICs. r c 0 v N 0 M Packet Pg. 129 11.C.5 r c 0 Q The m u Itf phase nature of the Manatee site is If ke-ly to employ more tha n one of #hie a bore tool -5 together N with FHA artid cher soUrocs. Bernhrid.ge PU Ds srrma II side makes It a less I i Ioefyr ca nd IdaM fQr wurces based CD orti 4%HCsi Ma natee's la rge size rna ke 4%HCs strategies the most likely fi nanclal foundation, 7t N ecessary I neentiees, Progra ms a nd Fun d fig Substantial kwal goaerrrme nt subsidies will be requf red to surxesOu Ilyr create heusirkg targeted to horrseholcfs in the Very Low-, !ow- a nd Modcrata-inovrne categories.- For rental housing,, provf.5ion of no - cos[ coup ty owned land to the Develope r provides an iriftia I inve-stme nt estimated a t 10 12 of Tota I Development Gait, Ruraf Neigh ba rhoods stjgge.G s the is nd assigned to rental developme nt be leased to the Developer for a period of up to 99 years- This methodology may remit in ad valorem tax exemption. It would provid-P a m LXb-ncLeded red u ution i n operating casts thiat Could reduce rents and/or enahie the taking On of greater debt capitat- Sowings for thc [yrpical unit n� nta I project is estimate cd at $160,OW per annum at GD% AMI income- restrictions; relief is greater at h ighe r i ncome levels. Collier's high impact fees in corripafrwn to other juris&chuns Increases the need for subsidy Layering, For exam plc, Miamf-Gade Countyrs ti,cice to waive i rrrpact f-pe5 results in a S15M .5avf ngs over a sim ila r.5ized Collier development, Traditiona I Federal sours cLs rria raged by Col lier a m Ii mitedi SHkP, CDBG and HOM E annual funding levels are at best modest. RN recommends suitable levels of CDBG monies be set-aside towards infrastructure i rnprovements for dem bridge a nd artie or muire phased Manatee parcels once other funds are secu red- It i� not pracdcal far Federa I funds to acc-um elate prior W initia I fina ncing si noa surfs action co.0 Id jeopardize CSI Tier's abi lity #o meet Federal ti nbelinass foals. HOME I:u:nd:5 a re mfnimal inti sire, and most Developers will not chi to subiect vertical ccnstruaion to Davi�S-Bacpn requf reme nts. The Neighborhoods. Project Team recorn mends SHIP as an attractWe 5ub5idyr source. Recornmendations irk the recent Colf ser Aft ndable Housing Study investigated sev-eral new eapi cal suvrces. Though elected officials seemed relkictanrt t)D inti pose nkvr fees cin the real estate sector, same noted that budgeting ad vaiorern tax revenues toward affordable and workforce housing could be considered. Land, property tax exemption and capital inwstme nt of general fund revertiues could successfully spur an approach such that use5 tax exempt bonds and non-cornWtftive 4 H Collier is expected too The a reef pient of substa ntia I H u rrlca:ne Irma CDBO-DIS monies in Summer 2018 - Funds are i ntended to rc mediate the I rma's im part and reduce fLAu re storm impact ori the rommunityr- Lou I corn m unities natlonwide frequently use CDBG-DR man ies to address unmet rental housing needs ex oar aced by a Cl isaster- ThF-$e 5olwtions increase th,e supply of rental housing rather than .rehouse specific displaced individ umis �sinoe Such persons a re typically relocated long before -new construction is oom pleted �- New senior or fam iJy renta I housinti , mnirtruction at Bembridge PU D or Ma aat" would arguably offer horrslag hardened to new Codes and a safer alternative for the large numhers of residents living in pre -19574 manufactured hotisi ng (and who remain at risk to future Sturm -51. CI)BG- DR proceed s are esti rnated to be in excess of M+f-. FAN moomrnereds set-aside of a portion of these fundis tpwa rcrs rtiew afforda We or workforce hmising deuelopmerrts- Packet Pg. 130 11.C.5 r c Comments L) N The Ftaq ue t for Information sol irited corarnerrts, feedha ck and readiorts to the proposed pro�e�t, TheCn Neighborhoods Project Tcarn notes the Corr PMAive cha racter of Federal Mate and I &MI f nancial ca p ita I LO place -s the Bembri-dge PUD and Manatee SiU! in competition with affordable a rrd workfarce housing th roughout Florida, For eXa m Plea competitive Housi n� Cred Its {9% H Cs�, the resource that provides the CO mc$t Substantial equity} investments, is highry competitive and ersprrt is Ityr a Iottely. In 2017 1-68 Projects ri Were 51Ab m ittad to FHFC for a a estimated 15 - 8 projects in the laced iiArn Co U311y category that Frkcludes mi Col 1fe r- Nea rly alr a pplicants receive all points resu Iting in awar¢ees bei n!g se IecWd by re ad orrr Iotbery. Though 9%HCs wil I re main an eswritiar top Ir pariicuiarly irk a la rge parcel such as Manatee, it is n -DL a p source to be txru nted u po n. Tho ugh Deuel.oper expErkcnc2 in 9%HOs should be a threshold measure i n 01 Developer selection, al Developers meeting FHFC's requisite vxWrien-ce a re a n a level praying -ff eld a nd c ha-ve no advantage over -each othi� r. L Regarding the Ma rat" state, the Neighborhoods Project Team notes arra bole acreage and potentia 1 density suggests a n approach in which Callr-e r (1) se Iects either two D"elop-efs for incorne-ta rigeted rental developm ent aind horrieownershi p housi ng (i F both hcu51ing types are desi red); or (2) Sc IecLs a master Dprrelc per charged wi Lh brrngi n.� i n development partne rs for phased development of each type. Contact I nformat ion TFre I cid paint cf ou nta ct for the !fie igh L.�urhoo€is P roject Team is: Steven KI rk, Fresiderrt Rural Neighbor hoods, Inra)rporate.d stPft ki r Q,, -.A a1'1ei9, r7borl-aod �.q.:g 19308 SW 3801h Strut, PSB 3.4352% Flanda City,, -FL 330 4 T 3D5-242-2:142 C 305-298-11{ 4 F 30-5-242-214 Packet Pg. 131 11.C.6 113 RELATED February 9, 2018 Collier County Board of County Commissioners Procurement Services Division 3295 E. Tamiami Trail Building C2 Naples, FL 34112 (239) 252-8935 Re: Request for Information #18-7295 Development of Housing that is Affordable on Collier County Owned Land Dear Collier County Board of County Commissioners, Related Urban ("RUDG") a division of The Related Group is pleased to submit this proposal for the Bembridge PUD site with the folio number 00400246406. RUDG is proposing to purchase or lease this site in order to transform the vacant Bembridge PUD site into a vibrant, multiphase, mixed -income development that will bring much-needed affordable and workforce housing to the Collier County Community. Our proposed plan will consist of the following: - Total Units: Two mixed -income developments with 90-110 units each. (180-220 Total Units) - Demographic: One development will be catered to Seniors and the other to Families - Affordable Housing: 80% of the units will be set aside for residents earning up to 60% of Area Median Income ("AMI") - Workforce Housing/Market Rate: 20% of the units will be set aside for market rate or workforce housing families earning up to 140% of AMI. Density: 45 dwelling units per acre - Height: Maximum of 3 stories - Parking: 1.25 parking spaces per unit for family developments and 1.0 parking spaces per unit for elderly developments - Retail: Ancillary retail <2,500 SF if desired by Collier County RUDG, LLC will assemble a diverse team of community-based partners to help us interact with the broader community. Community-based partners include universities and colleges, social service providers, non- profit organizations serving the residents of the neighborhood, the school district, the police department, local churches and economic development entities. Our approach to financing, we will pursue all available financing options through Florida Housing Finance Corporation, including 4% Tax Credit and Tax -Exempt Bonds, 9% Tax Credits, SAIL Financing for Affordable and Workforce Housing, HOME, SHIP, FHLB and all conventional financing options. 444 Brickeli Avenue, Suite 301 ♦ Miami, Florida 33131 ♦ T: (305) 460-9900 ♦ F: (305) 460-9911 ♦ relatedgroup.com Packet Pg. 132 11.C.6 IaRELATED We expect this to be the first of several public-private partnerships between Related Urban and Collier County. As such, we propose entering into a long-term ground lease with a term of 75 years for the Bembridge PUD site. We are also open to purchasing the site if its is in the best interest of Collier County. RUDG views the development of Bembridge as an opportunity to collaborate with Collier County to identify and address community needs. One of our main objectives will be to address the housing affordability crisis in Collier County. There are two parts to the housing affordability equation: the cost of housing and median income levels. Our proposal seeks to address both parts of the equation by providing affordable workforce/market rate housing units and by creating quality jobs during and post construction. Description of Proposed Team: The RUDG Team, led by Principals, Jorge M. Perez and Alberto Milo, Jr. is vastly experienced in large scale, mixed-use, mixed -income redevelopment projects. Mr. Perez and Mr. Milo bring a combined 60+ yeas of multifamily real estate experience having developed and managed over 90,000 multifamily housing since 1979. Ourteam of professionals has unparalleled experience and expertise in master planning, financing, developing, managing and operating complex real estate assets. The senior leadership of RUDG consists of Tony Del Pozzo, Vice President of Finance, who has an MBA in Finance and Brett Green, Director of Acquisitions, who has a BA in Finance and Real Estate. They will supervise the key personnel assigned to this development, including development associates, financial analysts, along with project and construction managers. TRG Management Company is an affiliated property management company that manages more than 70,000 residential units throughout Florida and Virginia. It was founded and organized on the premise that a professionally trained, centrally directed property management staff is critical to maximizing cash flows and driving the long-term value of real estate. The management team meets with the development team prior to any asset coming on board. Both teams review the plans for the new asset and set goals that connect to any commitments made during development phase. Fortune Urban Construction is an affiliated general contracting and construction management company that specializes in multifamily residential and mixed -used projects. Success on Past Similar Projects: RUDG has developed, rehabilitated and managed numerous mixed -income developments in Partnership with a number of local governments throughout Florida. Utilizing the strategies overtime throughout this proposal RUDG is regularly recognized as a leading developer of multifamily housing throughout the State of Florida. Through Albert's leadership, RUDG has rehabilitated and built over 1,500 affordable and workforce housing units throughout Florida. RUDG has extensive experience developing all types of residential rental projects throughout Florida. In 2011, RUDG was awarded the development rights to preserve and redevelop 12 Miami Dade County public housing projects. RUDG has successfully partnered with Miami Dade County Public Housing and Community Development ("PHCD") to substantially rehabilitate, redevelop and newly construct 9 public housing projects exceeding 1,000 units, with additional three projects under construction. Please see below similar developments partnered with the City of Opa Locka and Orange County. 444 Brickell Avenue, Suite 301 ♦ Miami, Florida 33131 ♦ T: (305) 460-9900 ♦ F: (305) 460-9911 ♦ relatedgroup.com Packet Pg. 133 11.C.6 IE RELATED Town Center Apartments is a 127 -unit elderly affordable housing development located in the City of Opa Locka, FL. The property was purchased from multiple land owners in 2013 using NSP funds from Neighborhood Housing Services of South Florida. We worked with the City of Opa Locka Community Development Department and Planning Council to create a Transit Oriented Development District. The project was financing using 4% Tax Credits and Tax -Exempt Bonds from the Housing Finance Authority of Miami Dade County. In addition to the Tax Credits and Bonds, we secured four subordinate loans totaling more than $10 million. The project was fully leased by TRG Management Company in under four months and is currently 100% occupied. Emerald Villas is a 264 -unit residential community in the Pine Hills Target Area of Orange County. Emerald Villas is a partnership between Related Urban and Orlando Neighborhood Improvements, Inc., a Florida non-profit organization. When the property was acquired nearly 60% of the units were vacant and severally deteriorated. The development plan was to lower the density by demolishing 180 of the existing units and rehabilitate the remaining 264 units. This approach allowed us to complete construction and manage the project in a much more efficient manner. Additionally, the land where the demolished units were located will be used for future redevelopment opportunities. Construction was completed and placed into service in the 3rd quarter of 2013. Comments, feedback, and reactions: - Need Zoning by no later than 9/1/18 to submit for funding in 2018 - Water/ Sewer/ Electric available at the site - Local Contribution In crafting this proposal, close attention was paid to the needs of Collier County community as well as how we could maximum the potential for this nearly 6 -acre site could be maximized. We believe our proposal is consistent with Collier County objectives with regards to housing affordability, however we look forward to future discussions with county stakeholders to develop a plan that aligns with the goals and vision of the county. We are excited about the opportunity to embark with Collier County on this transformative development on Bembridge PUD site. Sincerely, lberto Milo, Jr. Vice President RUDG, LLC 444 Brickell Avenue, Suite 301 ♦ Miami, Florida 33131 ♦ T: (305) 460-9900 ♦ F: (305) 460-9911 ♦ relatedgroup.corn Packet Pg. 134 11.C.7 February 9, 2018 Edward F. Coyman, Jr., Director Collier County Board of County Commissioners Procurement Services Division 3295 Tamiami Trail East Naples, FL 34112 RE: Request for Information #18-7295 Development of Housing that is Affordable on Collier County Owned Land Dear Mr. Coyman, We are pleased for the opportunity to introduce our firm and submit our conceptual proposal regarding the above referenced work force housing developments. Our firm provides development, general contracting and construction management services for residential, commercial, institutional and industrial projects in the States of Connecticut and Florida. A notable variety of projects include Oceanside, an oceanfront multistory residential condominium complex in West Haven; Corporate Drive Business Park in Trumbull; Crossroads Women's and Children's Treatment Facility in New Haven; Breakwater Bay Condominiums, a multistory residential condominium complex in New Haven; Stratford Emergency Medical Services Facility in Stratford; East Side Fire Station in the City of Milford; Maple Oak Reserve, a single family resident+al complex in Stratford; and DiLoreto Magnet School in New Britain. In the State of Florida, predominant projects include Ave Maria University's Campus in Naples; Villas Torino, a condominium complex in Naples; Luxury Estate Homes in the Port Royal area of Naples; Bella Baia, a luxury condominium complex on the Gulf Shore in Naples; Lemuria Condominiums, a coach home project in North Naples; and Clocktower Business Park in North Naples. The firm is in the process of obtaining the entitlements for various developments and maintains the ability to stand the test of time by responding profitably to the change in economic conditions, The firm has achieved success in various market conditions and continues to exceed clients' expectations with a level of distinction. The company is currently engaged in the preconstruction phase of an assemblage of apartment complexes and self -storage facilities in addition to multi and single family mixed use complexes. We foster relationships through integrity, professionalism and service. The company has earned a reputation for unmatched quality and is consistently recognized as an industry leader. Specifically, the firm has been involved with Work Force/Affordable Housing projects in the State of Connecticut. Notable projects that have been completed consist of Bridal Trail Estates -- a single family development consisting of 52 units in Trumbull, CT; Trumbull Mutual Housing—a multi -family development consisting of 66 units in Trumbull, CT; and Roodner Court — a 234 unit multi -family housing development in Norwalk, CT. 3415 Radio Road, Ste 109 . Naples, Florida 34104 335 Ferry Boulevard ■ Stratford, Coinaecticat 06615 Ph: (239) 304-0990 ■ Fx: (239) 304-0991 Ph: (203) 378-1876 ■ Fx: (203) 3''- 1 0 Lq Packet Pg. 135 It is contemplated that Collier County will contribute the land for a predetermined value and a capital account will be established for the land contribution. It will be the intent to maximize the density of both parcels with multi -family, four story structures contemplated for the Bembridge PUD and single family and multi -family, four story structures contemplated for the Manatee Site. The product for both sites will be sold to the proposed occupants, where the County receives a portion of the value established for the land contribution and the developer will receive the excess. A predetermined unit price will be established for the parties upon the sale of each unit. Depending on the governmental approvals and jurisdictional wetlands, it is contemplated that four buildings totaling of approximately 160-200 multi -family units, not to exceed 1,000 sf, wiI` be constructed for the Bembridge PUD development. Additionally, depending on any governmental approvals and jurisdictional wetlands, approximately 360-400 units consisting of single family and multi- family is contemplated for the Manatee Site, where the maximum size unit would not exceed 1,200 sf. If the County requires compensation for the land contribution in excess of the pre -determined value established by our pro -forma, the price point may need to be adjusted. It may be difficult to conform to the price points of 80% or less of median income requirement, even if the County does not require compensation for the land contribution. Therefore, the price point may need to be adjusted and possibly recategorized to be in the moderate —120% or less of median income in Collier County to enhance the feasibility and economics of both developments. If you require additional information, please contact myself or Mark Lazar at the number below. We look forward to pursuing this endeavor and future projects with Collier County. Res u ly, Antho . Salce CEO/ 0 I 11.C.7 I Packet Pg. 136 Friday, February 9, 2018 Swainson Hall, Procurement Manager - Acquisitions Collier County Board of County Commissioners Procurement Services Division 3295 Tamiami Trail East Naples, Florida 34112 Phone: (239) 252-8935 Fax: (239) 252-6334 CC: Cormac Giblin Edward F. Coyman Jr. Ref: Response to Request for Information (RFI) #RFI18-7295 Dear Mr. Hall: We are pleased to present our team for consideration in developing housing that is affordable on the Bembridge PUD and Manatee sites that are currently owned by the County. We believe that there are range of market -ready possibilities in meeting the goals of providing quality housing options for Collier County households earning 50% to 140% of the median income, including a targeted need for rental and senior housing. With 40% of the total households in Collier County cost -burdened or severely cost burdened; and nearly 20% of the workforce making a daily commute from outside the County, the need for a solution is clear. Through the upcoming Request for Proposal process, we look forward to presenting a vision that provides residents and future residents of Collier County with a diverse range of attainable housing options. Our principals bring deep real estate development experience with specific capabilities in planning and implementing public-private ventures. Their key relationships in the industry are vital to crafting the right team to address community concerns, provide integrated master planning and quality design, comply with government expectations, and structuring a deal that is feasible and attractive to the investor community. We have outlined a high-level approach starting on the following page. For questions or comments on this RFI, please reach out to either of the below contacts: Robert Coulson Brian Radey coulsonrw(&v3corp.com bradey@v3corp.com (202) 746-6124 (425) 221-9145 Packet Pg. 137 A High Level Approach The two properties have unique features that allow for development opportunities that align with the characteristics of the surrounding communities and meet the goals of the Collier County Community Housing Plan. Bembridoe PUD - 5.11 acres -- T Located along majortransportation corridors and adjacent to both social infrastructure and core employment opportunities; this site should be considered for higher density with a mix of E townhomes and apartments. The unit mix should trend more towards two -and three- bedroom to accommodate families with children and intergenerational families (i.e. __. families with older parents in the home). z 71 Apartment units and for sale units may {ILL.� ` also require income -qualifications and/or age qualifications that provide a range of options for renters and buyers. Due to the attractive location of the parcel and the prevailing rental rates in the area; developing market -rate units would provide significant offsets to the pricing discounts for other, more affordable units. This makes the development easier to finance and maintains high quality standards for construction and availability of community amenities and light retail uses. Manatee Site - 59.3 acres Due to the large plot size, lack of direct access to a major thoroughfare, and the small amount of road frontage, this site faces many challenges for development. One thing that is clear is the need for a mix of uses and a master -planned design that accommodates a variety of densities. We see additional potential in the parcel located immediately to the north and east. By including the approximately 30 acres adjacent to the school, additional synergies with the Manatee site can be realized. When we consider current estimated demand along with target returns on investment, we understand that product saturation should be avoided as our planning principles dictate. Our strategy for this land use would include moderate or gap housing level rates that would be competitive in the marketplace, as well as supporting low income and very -low income units at the 80% and the 50% Area V3 Ilc 1 1440 G Street NW, Washington, DC 20005 1 (202) 649-0778 1 www.v3corp.com Page 2 of 11.C.8 Packet Pg. 138 Median Income targets. Product types would include a blend of semi-detached, multifamily, mixed -income, and assisted living. This would enhance the attractiveness to the local demographic, while also providing a place that seniors, millennials and lower income renters would desire. The community may not be as receptive to having just one type of development or the other, it is for these reasons we want to attract a range of demographics and provide an attractively designed community that supports active living and physical wellness. General Comments We anticipate that to achieve highest -and -best -use that the County will increase density per acre as part of an inclusionary zoning and density bonus arrangement. Improving density metrics would also increase the level of attractiveness for the capital markets and institutional level investors that are needed in orderto get a project of this scope and size financed. If the County is receptive to these ideas, we believe a high-quality development can be achieved in a relatively short period of time. Although further due diligence is required based on yet -to -be -defined requirements in the pending solicitation, we are exploring a range of feasible financing models that would support our initial vision. To accomplish our goals, we may seek County approval to subdivide parcels and use mixed zoning authority to arrange a portfolio of ownership models and product types that would attract diversified interest from the capital markets. We may also pursue joint -finance structures by asking the government and related community organizations to provide incentives or participate in certain deal structures, such as setting up the Community Land Trust. Another method that we may pursue is to seek community development district approval to support national funding initiatives such as the low-income housing tax credits and grants. Our financial partners, design consultants, and construction team have a wealth of experience in these types of developments which complement our in-house capabilities and position our team for success. We look forward to reviewing the more detailed requirements in the upcoming solicitation and proposing development options that meetthe need of Collier County and members of the community. BestAgards, Robert Coulson Princibal V3 Ilc 1 1440 G Street NW, Washington, DC 20005 1 (202) 649-0778 1 www.v3corp.com Page 3 of 11.C.8 Packet Pg. 139 11.C.9 The Vestcor Companies, Inc. 3030 Hartley Road, Suite 310 Jacksonville, Florida 32257 T 904-260-3030 F 904-260-9031 February 9, 2018 Swainson Hall, Procurement Manager -Acquisitions Collier County Board of County Commissioners Procurement Services Division 3295 Tamiami Trail East Naples, Florida 34112 Re: Request for Information #18-7295 Development of Housing that is Affordable on Collier County Owned Land Dear Mr. Hall: The Vestcor Companies ("Vestcor") is pleased to respond to RFI #18-7295, Development of Housing that is Affordable on Collier County Owned Land. Vestcor was founded in 1983 in Jacksonville, Florida and has grown to become one of Florida's largest developers of multifamily communities. Vestcor has developed or acquired 32 affordable housing communities consisting of over 6,700 units since inception. Vestcor currently owns and operates 23 communities consisting of approximately 4,800 units including two communities in Collier County. Vestcor has been awarded low income housing tax credits from Florida Housing Finance Corporation in the last four application cycles for the development of 14 affordable housing communities consisting of over 1,300 affordable housing units. Vestcor is active developing senior affordable communities, family affordable communities, and market rate senior assisted living/memory care communities. Vestcor has a proven track record developing, owning, and operating affordable housing communities. We have reviewed the two County owned parcels that the Collier County Board of County Commissioners identified as potential sites for affordable housing. Folio # 00400246406 is identified as the Bembridge PUD and Folio # 00736520003 is identified as the Manatee Site. Bembridge PUD This site is part of the Bembridge PUD, Ordinance Number 2005-46, which provides for a RPUD Density of 6.0 DU/A on the undeveloped portion of Tract A. The undeveloped portion of Tract A is approximately 4.87 acres, which would allow 29 residential units. The site dimensions would support a 3 story, 1 building senior affordable rental community. We believe the best approach to develop senior affordable housing is to utilize low income housing tax credits allocated by Florida Housing Finance Corporation. The site is outside both a HUD designated qualified census tract and a small area DDA, which prevents the site from obtaining basis boost when calculating the amount of low income housing tax credits that can be allocated. However, Florida Housing Finance Corporation has not released its 2018 Areas of Opportunity map, which affords basis boost to areas outside qualified census tracts and small area DDA's. The updated Areas of Opportunity map should be released mid -2018. We recommend the County consider adopting an affordable housing density bonus agreement to maximize the density on the site. Additionally, the County should waive all impact fees and contribute the land to support the economics of the affordable development. We recommend applying to Florida Housing Finance Corporation for 9% low income housing tax credits as part of Florida Housing Finance Corporation geographical request for applications. Packet Pg. 140 Manatee Site This 59.3 acre site located off Roost Road would support a family demographic affordable housing community. The site could be split for multiple uses including affordable housing. The site would need to be rezoned to allow for residential development, which would require the support of the District 1 Commissioner. The close proximity to high-end new construction will present challenges. The future land use for the site is Urban Coastal Fringe Subdistrict, which allows for a maximum of 4 dwelling units per acre without the use of an affordable housing density bonus agreement. Although this site is inside a 2018 small area DDA (making it eligible for basis boost), it does not score the minimum requisite proximity points to be competitive in a Florida Housing Finance Corporation competition solicitation. The site should continue to be considered as policies at Florida Housing Finance Corporation do evolve. We would recommend the County undertake the process to rezone the property for residential development including but not limited to single family detached, single family attached, duplex, and multifamily rental. We would recommend the County waive impact fees to support the economics of an affordable development on this site. Vestcor appreciates the opportunity to respond to the above reference RFI. We would appreciate being included on any future RFA that is issued by Collier County in connection with the development of affordable housing. ega d s, J R. oov ) 630-3030 rhooverc@vestcor.com 11.C.9 Packet Pg. 141 1111 a5 HO USING PARTNERS 1105 KENSINGTON PARK DRIVE, SUITE 200 Altamonte Springs, Florida 32714 Tel: (407) 333-3233 1 Fax: (407) 333-3919 February 9, 2018 Swainson Hall Procurement Manager—Acquisitions Collier County Board of County Commissioners Procurement Services Division 3295 Tamiami Trail East Naples, FL 34112 RE: Request for Information #18-7295 Development of Housing that is Affordable on Collier County Owned Land Wendover Housing Partners, LLC hereby submits this formal Response to the Collier County Board of County Commissioners' Procurement Services Division Request for Information #18-7295 for the Development of Housing that is Affordable on Collier County Owned Land. Wendover and its team have vast experience in working with local, state and federal governments to secure financing for the development of quality affordable housing. For over twenty years, Wendover has been a premier affordable housing developer with successful projects throughout the Southeast spanning a portfolio of thousands of units. Specifically, Wendover has previously successfully developed two affordable housing communities in Collier County, both of which serve the family demographic and have consistently maintained full occupancy. Wendover has been at the forefront of developing affordable and workforce housing in counties, like Monroe County, which have been challenged by rising real estate prices, limited land availability, and the need to develop innovative approaches to meeting the housing needs of workingfamilies and essential services employees whose incomes range along a continuum from very low to moderate income. Wendover team members were instrumental in working with Rep. Mike Davis in 2006 in creating legislation and funding for workforce housing for Collier County. The county faces similar challenges again and our team members understand the county's demographics, vision, and willingness to promote affordable and workforce housing opportunities. We are very familiar with issues and opportunities outlined in the 2017 ULI Report "Collier County: Expanding Wendover Housing Partners. 2018 Packet Pg. 142 WENDOVER HOUSING PARTNERS 1105 KENSINGTON PARK DRIVE, SUITE 200 Altamonte Springs, Florida 32714 Tel: (407) 333-3233 ! Fax: (407) 333-3919 Housing Affordability". The ULI study outlined the extent of cost burdened households affecting "essential service personnel" in the Naples and Urban area: "The people who are cost burdened in Collier County are crucial to the local economy. They provide key public safety, education, and health care services to the community's residents. In addition, they are responsible for the high-quality lifestyle that makes Collier County such a special place. Examples of workers in the cost -burdened category include the following: • Health care: Nurses, medical assistants, senior service providers • Education: Teachers and other school employees • Public safety: Police officers, firefighters • Service industry workers: Wait staff, hotel staff, retail and trade salespeople, golf course employees, landscape maintenance workers • Entry-level or nonprofit professionals: Bank tellers, social workers, office managers, government employees " Wendover understands the approach to developing and managing affordable housing communities that meet the needs of these residents. We believe our experience and knowledge would make us a successful partner with Collier County on this affordable/workforce housing initiative. Wendover can help Collier County realize the vision outlined in the report. Wendover and its selected team of industry professionals will be led by Jonathan L. Wolf, principal of Wendover Housing Partners, LLC. Additional information on the proposed project team and Wendover's project successes are outlined hereto under Exhibit A. Wendover Housing Partners, 2018 Packet Pg. 143 k\Vi\TJJ - - ao 10 11 W1 14OUSING PARTNERS 1105 KENSINGTON PARK DRIVE, SUITE 200 Altamonte Springs, Florida 32714 Tel: (407) 333-3233 1 Fax: (407) 333-3919 DEVELOPMENT APPROACH Wendover has assessed the two Collier County owned parcels of land known as the Bembridge PUD (Folio# 00400246406) and the Manatee Site (Folio# 00736520003). Based on our analysis, it has been determined that both sites would serve as excellent opportunities for the County to realize its goal of more quality, affordable housing. Given its size of approximately 59 acres, the Manatee site is also an excellent candidate for multiple development phases which could potentially total hundreds of affordable housing units over the coming years. in addition, it is our vision that the site could include ample park and community gathering space. These communities would be funded through Low Income Housing Tax Credits (LIHTC) allocated by Florida Housing Finance Corporation, combined with SAIL [State Apartment Incentive Loan (SAIL)] dollars through an application and procurement process of which Wendover has a successful track record. Specifically, we are proposing to develop workforce housing inclusive of families and individuals across the income spectrum. Each development would total approximately 90 units consisting of 1, 2 and 3 bedroom types and include units set aside for residents making less than the following median incomes: Extremely Low Income (33% AMI) - 101 of total units Low Income (60% AMI) - 70% of total units Workforce (up to 140% AMI) - 20% of total units While both sites have tremendous potential, they also each have their own inherent challenges that make it impossible to be able to realize the full potential of funding available through the LIHTC program as it is currently designed. These potential challenges are as follows: Bembridge PUD - The site currently does not sit in what is termed a 30% tax credit basis boost zone, which could be either a difficult development area or a qualified census tract, as designated by HUD. This "boost zone" allows for a 30% boost in the tax credits eligible for the project. The bottom line difference would be approximately $35,000 less per affordable housing unit of tax credit funding sources for construction, as opposed to being in a boost zone. Florida Housing has the ability to add boost zones at the request of counties who have site priorities, so this is something with which Wendover can assist. Wendover Housing Partners, 2018 Packet Pg. 144 WENDOVER HOUSING PARTNERS 1105 KENSINGTON PARK DRIVE, SUITE 200 Altamonte Springs, Florida 32714 Tel: (407) 333-3233 { Fax: (407) 333-3919 Manatee Site - While this site is in a boost zone, it does not have the required close proximity to a full suite of services such as grocery, medical and transportation. As a result, this development would be required to apply for the non-competitive 4% low income housing tax credits, as opposed to the 9% tax credits. The bottom line difference would be approximately $95,000 less per affordable housing unit of tax credit funding sources for construction. A portion of this gap would be rectified through a State Apartment Incentive Loan and short term tax-exempt bonds, all procured and guaranteed by Wendover. This issue could be alleviated for future development phases if there is the expected continued commercial growth surrounding the property. The resulting approximate funding structures for each site, all of which would be personally guaranteed by the developer, would include: Bembridge PUD Low Income Housing Tax Credits - $116,000 per Unit Permanent Mortgage - $37,000 per Unit Gap Funding - $40,000 per Unit Manatee Site Low Income Housing Tax Credits - $54,000 per Unit Permanent Mortgage - $37,000 per Unit SAIL - $50,000 per Unit Gap Funding - $50,000 per Unit It is our recommendation that the County immediately start looking at any and all possible alternatives for these gap funding sources in order to make affordable housing a reality. If selected as your partner to develop this housing, the Wendover team can assist in identifying and refining options to help meet this gap financing. We can ensure that Florida Housing Finance Corporation understands the financial requirements to make this successful and works on gap funding solutions in their RFA. At the County level there are several options that would make a difference. Wendover Housing Partners, 2018 4 Packet Pg. 145 HOUSING PARTNERS 1105 KENSINGTON PARK DRIVE, SUITE 200 Altamonte Springs, Florida 32714 Tei: (407) 333-3233 ! Fax: (407) 333-3919 In exchange for an affordability period of at least 50 years on the properties, we would propose several methods by which the County may begin this process. While none of these alternatives, together or separately, solve the funding gap dilemma, they provide an excellent start: - Contributing the land or signing a long-term land lease in exchange for a nominal fee. - Waiving any applicable impact fees and utility connection fees. - Elimination of any applicable ad valorem taxes. - Certifying that the zoning is in place to allow for the required densities. - In addition, any possible assistance by the County that may be necessary regarding off-site improvements, site work and master stormwater retention is highly advised. Sincerely, Z'4�7�1�Lji Kevin Kroll Wendover Housing Partners, LLC Wendover Housing Partners, 2018 Packet Pg. 146 HOUSING PARTNERS 1105 KENSINGTON PARK DRIVE, SUITE 200 Altamonte Springs, Florida 32714 Tel: (407) 333-3233 1 Fax: (407) 333-3919 Exhibit A Project Team Information Wendover Housing Partners, 2018 Packet Pg. 147 Packet Pg. 148 - , " y -' �a fJ 4" EMU y CUP JC t . [` s Packet Pg. 148 W N c Q} L N � v ccui ��- V) i W el, s L/� LI) N L^ N g Q.{...t +- O W vi N 0 to Tc cu •f4 JF 1".J Y�^�yy /L^�, > C: CLO O- AF > O ° a) M ° -0M N R3 kusD 1 C: > ,`: co ° W/ E x� Now ai- L4-- � c � m Ln 4-J � c � O � \ d »» Packet Pg. 150 C4 Ali fYi � v o 00 >, C — 0v 0 O a; U v Q o e o o U C Q - N Q o N 4- ai L -0 O O 4-> O tII 4 _U Mo c � E O i-+ N Q O O v SQ) x +Qj +L+ N O 0 L 4-1 4- L o O Q1 Q3 N w O C C O � > O +- i>•+ m M N N Q) N O •s_ Q v U ul L OO Q C _ U � U- RS N N V � Q,to — Q>, a — 4 L Q cats O W E Q N L 0 O Q ice+ •� U O m N x a; tw O — .7 vi "C E o " o m � 0 0 L O O O Z3 ate-+ O O 45 Q) L sa > �A Q ..a E .o '� � ai vii E O O — UrZ + co Ott-- � Qj U m m m _0 N >. 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Q N t6 a L fE tC rBate.+ 'L O > ax, 3> 0 L a o v p o> +� Q O v O aJ >� vs .� `o U- p- c C E �' - CLC '0 L O i a) i s a) m U C ,- aA U p v L -0 C m o s ff® Ln -p o > CL Fu 0 Uo N cn +�-+ C 'in '> CL C rC LIE C C ++ V L G V) tC 4m. a) i O O O N O_ C O "— —M vi tB aC) E� (U6 w GA r6 v Q N O 1-0 � a-+ Q p Ln to aJ a) O In c6 U mM C L N > N C O •Q typ +� bq (C LL O L a) M U 00 in ,to h f6 L > i a) L -0 fC C .p N C a) -Y C fCS m 4C L V) L U Q C O a-+ QJ C p a) a) Q t6 C C L Q N L _U Q CC a) C .N 41 o-a� E 3 .p a) Q>- rB 'Ln � " = ro 3 �,� Q) 4- o ro U Ln +' p L 0 o ' v C a = O o U E L C Y O Q c6 a v� t 4-� Q a) W W L > 4-• C +� i> L C U` _0 ro Q v E Q M +� a) O b00 L a) CL E U v C O m Q 0 O O L C Cu 4� ® O ro 4— w -6 0 a- E O a) u m c� m v o v CC �, N Q > Cu fu p i U a �' o a CL 6 O V C U> � , C �VD ro 4— Q) i 4-1 C Ci a) O NU O � _U _0O C�W i p OL OQ1 E . -0 OC -Q O_ O a) O m O 4., n .- A rCC Q bn w> .a�) C a)vv f8 B �C N 4- C bA tA aC � . 0 m E a)y, ++ C ' N O >U L- Zn ai a 7n m t C Cu > Q � +Q1' Ln aC) _ N ao > Q O rU6 0-� a v m @- .0 '"UVi Packet Pg. 152 cU >Z,�' 'a -0 O s 4 . >_ O +d O �n 'E co cc ."' a - O C: +� CX ++ Q r .� o E v O o Q O M 4- a,oN o cCu O1 C) i >(U L U o U CJ -0 > N N C) O i2 L/) L C) s O m o Q) a bA E o s c •E •S °U 'a C L a v c s i N Ln Ln s O E o Ln N V Cu C M N > bDbD U>` W iaj a) f6 ' Ln E m +, Y cu *' M to m L c Qj a� v E r _ Cu ° bA a ca s ,O Q a L +0- L O ix 0 0 O 'X U CL O� m N N" E s Packet Pg. 153 = L a) U s ;> Q. E Ln E +, E 0. ° o � ° O L C a� > -r3 s O o s O °> -0 U ° C U C m -T3 O 4- m C) O 4- +, o+, v CL r s U i .LCU Q .1_+ CU O C) O vii >O �_ N v -0 i0 O -0 C) > L� +�+ i bA f6 0 N m s r - w o Cr m a o 4� ca O s Ln C: ° ; COLE E a� N a) M � �' M V)0 a)N m fB E :N E Q ; fB N m i C: O L U O > Q O O -0 4- to -0 Packet Pg. 153 A 2 2 / 4- 7 � $ u 0 c 7 ƒ c � Y \ 6 .g / = m % £ ) / (a) 2 ® ± Q £ > / \ § 9 e E �/ \� ) § E 2 A � 0 ƒ ƒ / s Qj � 2 § u .g m n — 0 c > _ a s \ o' a E e 0 G E f f 0 'o \ � # « > = 0 ��� ) Qj ) t 0 _ N M > Rm ,-° 2 ) c e % e '- / C:k j c '/ 2 0 m 2 k % t m E / « y k o E \ & ® E 2 2 s m o ° u . > u / % e E L m A Packet Pg. 154 2 � $ 7 \ 6 = ) 2 ® ± Q \ § Qj � 0 Qj � o' — 2 e § 0 f \ % = m Qj { W 2 4-E .. rz ) c / M> kn E 2 t o ± — / « E \ 8 2 s ° E ° u E o a ° E \ t \ \ m 0 o 2«?• y §e.S \ k / % ƒ E \ E � y c m£U\5±� §._ 2 c u U £ ¥ \ -0 W� C: 0 % E \ ' >z ' Ll G \ ± § 3 ° \ 2 \ k \Ul _ % 6 \ 3 x 0 0 2° x Q) u c« a o C$ Packet Pg. 154 Packet Pg. 155 L L a) v Vi -0 Y c !B f6 b0 v "O O N O (6 U Y O Y Y c�30 -2 +'a) bjO ? >� O = C:LU O (CCE � YvvLNi v O U O c O Y ca cu -a a Q c v E O o v Ls Y (U o� U ° a0 '- a z >Y Y ,ms c v N 0 = o ( v C .v O a� v 0 L 't v L v O Y (E CL Q O Q O to u •i6 ,� O a� v c v E s Q Q. m O o m 'i f9 Q CX ++ Q c a Y v U s v v ftS W O ® m xIn O 4- O s 4- ? 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Y m v 0 v c v B c a 3 v 2 o, v v E v Q E_ CL Q + a) s m +0.+ E n E v m E Wv L O .F c n N a O O 0 a> Q O " O •� L N in O O Y O O U > > "O v> L> i c O O L P6 (n f6 LL I- J J Ct a 0 -4 J (6 Packet Pg. 155 'o OA a N -0 N -a On -0 vi L H c 3 0 °o o m •� a ,v„ c v o a v 3 0 � .2 -CME -a, w ._ E � O OJ 0 C vn m c E .E- m U C ca v1 - On T 'n E E a+ + E ^-' an ,°' �ojf C L L (II U c o v MB O G L— +., Q Q L U w �- 3 L L aCi `n E 0 �>Z 0 m 4% O� C Ln n 0° c0 U O O R v N vi 'n a U U 007 T O E 07 t Q' c bo v a7 O O C 4, H += ca U O C C C+ O + "C � C C v o C v = s U m Q O s 3 v w of B Y °n O W v--0 cu => E v E c U Y L U4LE ` E O n y c a7 C7 L a7 p 3 `` M '-,° v a Y L ? 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L) Y t v a E � o o a v-0 m 3 o n 0 -0 -aL ri u� cn 3 E E v- o0 C M tw m-0 kn -0 0 O +, Cp eO C O M U T Cu U M U 0� w C C - v -i3 t Z O C t6 CU Z Y i Q C -0 U Cu l0 -0 L O} E v U i V E L> N > O T Z 0 O Y O O .7, L aj -0 v 3 3 v 'Cu M m-0 B a 0 aCi -0 C >• v OA E i- C c v '4 E Z L +, v m Y v n ° v v c an E 3 c'a 4w -E w c a7 coo f6 Cr° c 4� c •`a 0 O Q U 4J -0 01 c0 -0 v Q +r Y Q ca cO OJ c -i .�°- N fO O T N m C p C V t7 On Q a Cu L; L 4- n E m +� n c -p b On °Cn v �. m e ?' rn v E °�' 0 0 = 4- o m Qc7 S -oE o v Q o a O v v— c 0-0 00 V O W AY O o 0 v Y v a� .0 Q7 +--+ O 07 > O Q CU to 'n L C �0 +�,, i 0I 0) +•� ri O �°. 0 L O i O O N O L O O �t Q U •E CotB 0 U 0 I.Co Ln p C` cO N C L O O C m iM-1 LL O C> O v L O v c p L 0 N bfJ n3 C C N U 4 � p U 4- fO N en O v -0V OA 000 of On Q c> N > vii + 0 +L a O v Y>� C Cu C O L C- E'� -0 0 c E O-Q'n o z am j C m v N U-0 D v L O (C6 Y C 0 L ate-.+ u V U; n D U -C i y Q. J O 3 o s o OL U L n (U p 0 U 3 Z 3 0 vi U Z C co o 'S 5 Co Co Packet Pg. 156 I Packet Pg. 157 1 E 0 4-a 0 W +-J C: 4-J Ln w -,-.j• E U :3 U CL O 4- E oLn u CL U on c (3) NO 5 0 CL 0 4-J " W " CL u Ln o E +' -0 W C c CL C: (Ij i U Ln > V) 0 c 4- C 0 4- -0 4-J u > 4-J Cn 4J CL 4A Cn (U - CU E Qi -o L- n cl: E bn v0 • TO: 4-a 0 - 0 +j N C 0 -T t- O :3L E M E u M 4-0 -0 ai w m 0 .w m E CL > W +- , E cu u kn UD > N4ro -0 +J 4-0 -E .— 0 4., Ln c c E 0 0 Ul (A Ln QJca C: cu . 0 = J5 L- m u CL tg I Packet Pg. 157 1 ___ O O v i i v .� O O_ N E U i fB 4_� v== O ate+ v tS v tD = O bo 0 p 0 > > --v v o = v E o= N> v v 4- N t_Q U .`n U M E L w v o tB = O to U O v `}M Z cn Y = c0 O Q - a 4->, v = +, L c' ® C O S to O +_' _ ca mL +� O v 4, -O O v v O +s-+ v �� M H b=A M ry L- > +_' to v ai M a'=-+ O t O t� to C N _ O 4— 43 L U i.r N fB L v L v LLA O U 4-0 v +-' ~' O CL C v 0 0 v = v = O = 2 to to c L ON = v co +� v v ca � p , = p r6 M co = f° = v 0 p Q) U L v v U N cn by _0 ° MC i U f0 f8 Q fII f6 U LncV9 5 4= UUQ) Ln N v N v C tov Ln 0_�_ ca 0 -� E W .v Vv76 p to v v v On 4- m = O o4 x v M C O +� +� v ?� tip C > ° m O L M m '� t„ > cB = .T E a ±+ , a' to = Q p 'a +, O U _ v v t � -0 Ln to '0 -0= O + CU 5+ m 'tn= m C:Ln m ' C m L N v = v s v= =e v L = V) a� O O v= vi N W 4- M U L- n N tXo L. 4- _ _ > 4- M vi Q bo v 4- c� �= U _O O dA O L +' = v 0-0 4J v 4- v tB ++ +U+ to LN 'tn O L N =0 O = _ Q in v m 'r4 -a . � _ 0 to — -6 Q O = E Packet Pg. 158 N O a) L W W J LL L O U W O c a� c W E t C.) r Q Packet Pg. 159 60 0 L O O B O W Packet Pg. 160 o r -I N m w N N N w O O O O O O O O O N N N N N N N N N J J U. J LL LL w Lt. LL J J 4J Q 41 JLL LL N 3 3 3 LL a Y Y IMA 0 > >, c E o Q mt OJFm- Q Q Fes- bvA m s_ 0> Y s n. 0 O (D L M O-oV M c (l)a- d c ap 00 a) w Y onU. m 25 Z = ca m i s m 3 Y (D Packet Pg. 161 a W FU - J Q (J9 _ O T O Y CL v o V U. Y _ m w � m U. O s Op Y m M E CO O _ 4' G R N a+ •y., a+ O sy. CCO LL 11 G Packet Pg. 162 = O 2 C O U d Vf E E J z CA ++ th Q E — Q 'a � 'O E U LLi to t6 tw= vi � C = On L i y Oj o LLL O In a 4 +' = c O C O J LL a E 'a Q = 3 aQ1 £ W E N W E y OJ i O O U° a c a v m Q o ca u CL Ocn bLQ W ca = y7 V O ip V = ca O m L. O 3 o= T V — p C Gi bACA cep M W U 0 c0 ca � J � C. Z LL S a W FU - J Q (J9 _ O T O Y CL v o V U. Y _ m w � m U. O s Op Y m M E CO O _ 4' G R N a+ •y., a+ O sy. CCO LL 11 G Packet Pg. 162 *` ,.y ° a UD ,_' 41 C+ ...o o yyrqff a."[.,, 0 m -sem aj cvi i.` CL 04- ifs 0xl5 t- {S.7 4-1 C�i 3 (V tnE 'esti its to E c (i1 1}( Im— E E C no iU .. 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