Submittal Requirements

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Stage 1 Submittal Overview

The purpose of the Stage 1 RFP is to request the identification and qualifications of all key Developer team members proposed to participate in the development and operation of each Project. Respondents are also asked to provide responses to certain key issues that the University considers critical to each Project. Respondents shall submit separate submittals for each Project for which they would like to be considered.


Respondents may propose on either Project or both Projects. If a Respondent proposes on both Projects and is selected to respond to the Stage 2 RFP, they should be prepared to submit a combined pro forma for both Projects as well as separate pro formas for each individual Project. 

Developer Team Qualifications and Project Examples

1.    Entity.

For each Project, identify the entity that would be the Developer, including any update of information from your Statement of Qualifications (“SOQ”) submitted in response to the University’s “Request for Information for the Development of Student Housing” dated November 15, 2016. Include a table which identifies the Firm Executive and key personnel submitted as a part of your SOQ, and if the Firm Executive or other key personnel who will be working on the Project or Projects are other than the Developer’s officers stated in your SOQ. Clearly identify who is being replaced and by whom.

If the project manager or other key personnel who will be working on the Project or Projects are other than the Developer’s officers, provide the names, addresses, and brief biographical summaries for the project manager and other such key personnel. Additionally, note the length of time key leaders and key personnel who will be working on the Project or Projects have been with the company.

If the Developer is proposed to be a joint venture or partnership, provide information demonstrating that the entity that was previously selected through the University’s “Request for Information for the Development of Student Housing” dated November 15, 2016, will retain control of the joint venture or partnership and will serve as the lead Developer, and provide the following information for each additional entity comprising the joint venture or partnership:

  • Entity’s name and its legal status
  • Entity’s employer identification number
  • Entity’s address
  • The full names of the entity’s officers, their addresses, and brief biographical summaries
  • Disclose any outstanding legal claims within the last three years in excess of $50,000 against the Developer or any key personnel, including the source of such claims, their amount and status. Disclose any criminal convictions of any key personnel other than simple traffic convictions.

2.    Developer Team.

For each Project, identify the following Developer team members and key personnel assigned to the Project or Projects within an organizational chart:

  • Developer
  • Architect
  • Civil Engineer
  • Structural Engineer
  • MEP Engineer
  • Landscape Architect
  • General Contractor
  • Property Manager
  • Sustainability Specialist

Describe the qualifications and experience of each team member with this type of Project and provide brief biographical summaries for each key individual who will be working on the Project or Projects (please limit to one page for each).

3.    Project Examples.

Please include in your Project examples, a summary of student housing projects on a UC campus in which any of the Developer team members have played the role that they are proposed to play in this Project or Projects.

Project Approach (please limit response to this section to 5 double-sided pages for each Project).

1.    Affordability Strategy.

For each Project, submit a strategy for:

  • Minimizing initial rents and long-term rents
  • Eliminating security deposits or allowing for payment of security deposits in installments
  • Balancing affordability with sustainability goals
  • Identifying financing strategies to achieve the lowest possible rental rate for student occupants, considering potential advantages and disadvantages of tax-exempt bond financing and private equity/commercial financing alternatives

2.    Draft Schedule and Work Plan.

For each Project, submit a conceptual draft schedule and work plan, indicating major milestones and description of scope of work for each major task from selection as the Developer through occupancy of each Project. Additionally, explain your understanding of the current regional construction market and its potential impact on Project costs and schedule.

3.    Communications and Community Sensitivity Strategy.

Describe your experience and approach to working with a concerned community and/or campus stakeholders, including approach to communications, engagement, and coordination.

4.    Facilities Management.

Describe your general operations and maintenance approach, including your preferred strategy for capital reserves and renewal work, the integration of the property manager in the development team, and approach to engagement with the students and broader campus community. In the Stage 2 RFP, the University may request a proposal option that contemplates using University of California employees to perform custodial and landscaping services during the property management period of the ground lease. In your response to this Stage 1 RFP, please indicate your willingness to meet this request.

5.     Optimizing Development Potential.

For each Project, submit a strategy for evaluating and optimizing the Project site or Project sites for development, including strategies to maximize density and minimize on-site parking.