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Home My WebLink About2016-04-11 e-packet CITY OF SOUTH SAN FRANCISCO INTEROFFICE MEMORANDUM DATE: April 11, 2016 TO: JointHousing Subcommittee Mayor Mark Addiego, Councilmember Karyl Matsumoto and Planning Commissioners Alan Wong and Aristides Ruiz FROM: Ron Gerber, Economic Development and Housing Manager SUBJECT: Open Session Memo: Review of responses to Request for Qualifications (RFQ) related to the acquisition and development of the 200 Linden and 212 & 216 Baden Avenue Staff issued a Request for Qualifications (RFQ) on December 4, 2015, Exhibit A, for the acquisition and development of the 200 Linden and 212 & 216 Baden Avenue properties (200 Linden). A pre-submittal meeting and site visit was held on January 22, 2016, with some of n attendance. The deadline for submission was February 3, 2016, and the City received responses from seven developers including: BayRock Multifamily LLC Signature Development Group RAHM Investments MidPen Housing OMNI Investment Group Brookwood Group Proferian LLC (including affordable housing), condo housing and hotels. The purpose of this open session is for Staff to provide an update to the Joint Housing Subcommittee (JHSC) on the progress, schedule and methodology of the 200 Linden project. As per the JHSC request, a paper screen of the responses is required. This may assist Subcommittee members in their analysis to develop a shortlist of developers to be interviewed. The recommendations will be considered by the Successor Agency in May. Staff has prepared an RFQ Summary Sheet, Exhibit B, which outlines the Concept, Experience and Estimated Revenue Projections of the development teams. Staff has made the fiscal assumptions outlined in the Revenue Projections based on the development costs and revenues attributed to recent downtown infill projects. After a shortlist is developed, Staff recommend requiring developers to submit estimated total development costs (TDC). Upon receipt of TDC more detailed revenue estimates can be ascertained. Exhibit C, includes all development team RFQ responses. Subsequent to an RFQ completeness review, Staff had follow-up questions for three development teams. Request for Information (RFI) letters were sent to the following development teams, in order to ensure no information was outstanding: OMNI Investment Group MidPen Housing Proferian LLC The RFI letters and developer responses are found in Exhibit D. In order to better u that they complete a Confidential Term Sheet in order to ascertain price and terms. The deadline for submission to the City Attorney was April 8, 2016. The Blank Term Sheet, circulated to the developers on Thursday March 30, 2016, is found in Exhibit E for your reference. Consideration of the following will be helpful in making a decision regarding your recommendations: 1.Qualifications and experience (and the likelihood of the specific development team successfully completing the project); 2.Combined Price and Terms; 3.Long-term Revenue Stream to the property taxing entities. The key milestone dates relating to this project are outlined below: Milestone Date RFQ issued December 4, 2015 Pre-submittal Meeting and Site Visit January 22, 2016 RFQ submittal deadline February 3, 2016 RFI letters circulated (where relevant) March 30, 2016 Term Sheet circulated to all development teams March 30, 2016 Confidential Term Sheet submission deadline April 8, 2016 JHSC (Closed Session) review of RFQ responses and shortlist April 11, 2016 City Council (Closed Session) consider the JHSC shortlist May 11, 2016 recommendation Oversight Board (Closed Session) to consider the City Council May 17, 2016 shortlist recommendation Interview stage begins After May 17, 2016 The review of the term sheet and shortlisting process will take place in closed session to discuss price and terms. If you have any further questions, please feel free to contact me at (650) 829-6613 or email me at [email protected]. Exhibit A: Developer Solicitation Request for Qualifications Exhibit B: RFQ Summary Sheet Exhibit C: Developer RFQ Responses Exhibit D: RFI Letters to Developers and RFI Responses Exhibit E: Blank Term Sheet #¨³¸ ®¥ 3®´³§ 3 &± ¢¨²¢® REQUEST &/2 QUALIFICATIONSFOR 4(% !#15)3)4)/. !.$ $%6%,/0-%.4 /& THE200 ,).$%. !6%.5% !.$ É "!$%. !6%.5% PARCELSFOR ! 2%4!),þ MIXED-53% - (/4%, OFFICE/HEADQUARTERS DEVELOPMENT 3)4% !6!),!",% ( !#2%) - 42!.3)4 /2)%.4%$ $/7.4/7. 52"!. ).&),, /00/245.)49 6 &®±¬¤± #¨³¸ ±¤£¤µ¤«®¯¬¤³ ²¨³¤ ¯±®·¨¬ ³¤ ³® # «³± ¨ 3³ ³¨® É ) ³§¤ §¤ ±³ ®¥ ¡±¤¶¤±¸ £ ²§®¯¯¨¦ !«²® ¢¢¤²² ³® ³¶® "!24 ²³ ³¨®²þ ¥¤±±¸ ³§ #¨³¸ § ² ®µ¤± ¡¨®³¤¢§ ¥¨±¬² 3´¡¬¨³³ « $¤ £«¨¤ &¤¡±´ ±¸ þ * 1 200 Linden Downtown Development Opportunity Site *Price and terms to be negotiated after prequalification The City of South San Francisco is seeking experienced development firms to submit qualifications and proposals in a two-step process for the development of four parcels with a combined size of approximately 31,500 square feet. The parcels were previously acquired by the former redevelopment agency, and are located in the historic Downtown area. The parcels are located at the intersection of Linden Avenue and Baden Avenue two blocks from the Grand Avenue shopping and dining district. This solicitation is for the first phase Request for Qualificati 02/*%#4 $%3#2)04)/. !.$ /"*%#4)6%3 3)4% !2%! !.$ ()34/29 The gross development is an assemblage of four parcels with an area of .72 acre, per the attached parcel map. The 200 Linden parcels contain two uses: 1) a commercial building which was historically occupied by Information Technology department; and 2) a public surface parking lot. The also occupied by surface public parking, and when combined with the Linden parking totals 63 spaces serving the surrounding commercial area. agency) Long Range Property Management Plan (LRPMP). The plan states the purpose of the mixed-use project that would include residential housing, retail space In addition to these uses the City also invites proposals for a quality business hotel, such as a Hilton Garden Inn, Marriott Town Place, or Hyatt Place. Both a hotel and mixed-use residential are seen as appropriate development that will enliven the Downtown area and nue retail and restaurant district. ,).$%. "!$%. 0!2#%, !33%-",%'% ADDRESS 0!2#%, p 315!2% &%%4 #522%.4 53% 200 Linden 012-334-013 14,000 Building w/ City IT Department 200 Linden Ave 012-334-016 7,000 Parking lot 216 Baden 012-334-003 3,500 Public parking lot 212 Linden 012-334-004 7,000 Public parking lot Combined Site 31,500 .72 Acre 2 Throughout the Downtown area, west of US 101, there are several vacant or underutilized sites which represent opportunities for new development of residential - -mile radius of the Caltrain Station. This site represents one of those opportunities. In addition, the adjacent lot at 211 Airport Boulevard has been fully entitled fo development will consist of 69 units on a 30,144 square foot lot, and the developer has recently applied for Building Permits (see entitled rendering below). 3 #)49 6)3)/. The vision for the parcels and the Downtown area is set forth in the Downtown Station Area - see link below to City website archive of the document). The Downtown Plan contains the following land use objectives that apply to the site: Grand Avenue Streetscape Improvement Plan '± £ !µ¤´¤ %§ ¢¤¬¤³ Grand Avenue needs to become a more robust and economically thri nearby residents, employees both east and west of 101, and resid Investments on the part of the City as well as business and propill be required. Invigorating the downtown with new residential uses will be a ke revitalization. # «³± ¨ 3³ ³¨® £ 0¤£¤²³±¨ #®¤¢³¨® This station is located within Zone 1 of the Caltrain commuter rail corridor, just over nine miles from the northern terminus at King Street Station in San Francisnd limited stop trains and provides access to commuters with South San Francisco origins, East destinations, and commuters connecting from the newly established ferry service at Oyster Point Ferry Terminal. The Caltrain Modernization Program will electrify and upgrade the performance, 4 operat to be completed by 2019. In parallel, plans have been prepared to reconfigure the Caltrai Francisco. These plans include lengthening the station platforms to the south so that they reach the east-west alignment of Grand Avenue. A pedestrian and bicycle undercrossing of the 101 freeway at Airport Boulevard and Grand Avenue on the west, and emerging at and connecting to the extended platform at the station is also planned. The undercrossing would provide greatly improved and direct access to the station from the Downtown and from the employment areas east of City received a grant in early 2014 to partially support design undercrossing. #!,42!). 34!4)/. 0,!4&/2- !.$ 0%$%342)!. 5.$%2#2/33).' 0,!. Tr ²¨³ /±¨¤³¤£ $¤µ¤«®¯¬¤³ The most transit provides particular opportunities for new transit-oriented mixed-use development. The site is within this ¼ mile radius of the station. A significant number of underutilized or vacant parcels are loca the Caltrain Station as well as Grand Avenue amenities. While pr Avenue, higher residential densities are possible and will not nly affect nearby neighborhoods or views. The site will both benefit from its proximity to Grand Avenue an the Caltrain station as well as contribute to their activity. Providing significant residential opportunities in this Downtown zone will build a robust residential environment particularly suited to younger employees 5 desire a convenient location and are drawn to the availability o This enhanced population will support Grand Avenue businesses, ahus attract even more residents and nearby workers to this destination. Mixed-5²¤ É (¨¦§¤± $¤²¨³¸ Development Require ground level retail or other active ground floor uses in Grand Avenue and on key intersecting streets Linden, Cypress and Maple Avenuesto ensure activity and vitality in the Downtown. Increase development intensities in the Downtown to grow the resident population and thus support a variety of commercial and service uses. Establish the highest intensity land uses within 1/4 mile of the densities up to 120 dwelling units per acre will be encouraged. Downtown Transit Area Specific Plan Land Use Map $®¶³®¶ 4± ²¨³ #®±¤ The site is within the Downtown Transit Core sub area. The Downtown Transit Core is the area most suitable for the highof new development in the Downtown area. The Downtown Transit Core allows up to 100 dwelling units per acre; dwelling units per acre is required. A maximum of 120 units per acre would be allowed under specified The maximum base FAR allowed is 6.0, with density up to 8.0 allowed under specified 6 criteria. (requirements for Increased Density and FAR Incentive Program may be found under Section 20.280.005 of the SSFMC) Ground level retail uses will be encouraged throughout the area. 0¤£¤²³±¨ %µ¨±®¬¤³ £ !¢¢¤²²¨¡¨«¨³¸ )¬¯±®µ¤¬¤³² The Downtown Plan area will require public streetscape investments to create pedestrian environment, improve the sense of safety and security to all. The intersection of Linden Ave. and Baden Ave. is considered a cection requiring design modifications. Among the design improvements to be provided are: Increased sidewalk width, pedestrian- scaled lighting, street trees and planting, street furniture and amenities, and public art. Sidewalk/curb bulb-outs and reduced crosswalk lengths are required. Excerpt from Downtown Specific Plan Height Limits Map $%6%,/0-%.4 2%15)2%-%.43 - :/.).' /2$).!.#% - 3%#4)/. $/7.4/7. 34!4)/. !2%! 30%#)&)# 0,!. $)342)#4É 2%,!4%$ REQUIREMENTS T he development will shaped by the following requirements set for :/.).' $®¶³®¶ 4± ²¨³ #®±¤ ($4#) The Downtown Transit Core sub-district is focused within a ¼ radius of a point just east of US 101 at East Grand Avenue. This extension of the Caltrain Station and accompanying pedestrian/biis intended to provide sites for mixed-use development at high intensities in proximity to the Caltrain Station. It encourages active ground floor uses and high intensi pedestrian traffic in the area. The Downtown Transit Core sub-district flanks the Grand Avenue 7 Core sub-district which will be the epicenter of Downtown commercial uses Transit Core District, will provide additional population and ac uses, increase Caltrain transit ridership, and provide housing with high amenity value for new (From Section 20.280.002, Sub-Districts, of the Zoning Ordinance) 0%2-)44%$ 53%3 Multi-family residential is conditionally permitted (Planning Commission) General retail permitted Restaurants are allowed with a minor use permit (administrative) Hotels are allowed with a conditional use permit (Planning Commission) Offices are allowed with a minor use permit (administrative) (%)'(4 ,)-)4 Up to a maximum of 85 feet may be allowable if all developmental criteria and standards are achieved &,//2 !2%! 2!4)/ &!2 6.0. (8.0 allowed under special criteria as outlined by Section 20.280.005 of the SSFMC) /0%. 30!#% 2%15)2%-%.4 100 square feet per residential unit. 2%3)$%.4)!, $%.3)49 "/.53 20% for developments within ¼ mile of transit station PARKING STANDARDS- BASE STANDARDS The following is a summary of the relevant parking standards set forth in Section 20.330 of the Zoning Ordinance. See ordinance for complete detail and qualifie 8 BASE PARKING STANDARDS Per Downtown Parking Standards Section 20.330.007 of Zoning Ordi USE p /& 30!#%3 0%2 $5 /2 3& COMMENTS Multi- Residential Also see shared parking provisions Studio 1 Max Unit of 500 sf or less 1 Bedroom 1 Min 1.5 Max Unit of 500 to 800 sf 2 Bedroom 1.5 Min 1.8 Max Unit of 800 1,100 sf 3 bedroom 2 Unit of 1,100 + Retail 1 400 sf Restaurant 1 100 sf seating area 150 sf for cafes Hotels 3 For every 5 rooms See airport hotel reduction standards Office 1 400 300 for medical 0!2+).' 34!.$!2$3 2%$5#4)/.3 Airport-/±¨¤³¤£ (®³¤«² £ -®³¤«² Permit may be approved for a reduced off-street parking ratio of not less than one space for each three rooms, one-half space for each 20 rooms for employee parking and one space for every 50 square feet of meeting rooms and one space foeet of lobby and office area. Parking for restaurants shall be as required fo establishments. A lower than one space per unit ratio may be app substantial justification. Justification of a lower than 1:1 parking ratio shall take into account the following factors and conditions and any other factors deemed ap 1. Distance the hotel or motel is located from the airport. Airport-oriented hotels and motels are usually located no further than three miles from the San Francisco International Airport. 2. Availability of airport bus and/or limousine service. 3. Proximity of auto rental agencies to the site. Additional parkin rental facilities on the site. 4. Availability of parking facilities adjoining the site which have peak use from peak hours of the hotel or motel. 5. Documentation of actual use of parking spaces at an existing and an extended period of time. 6. Availability of on-site meeting rooms and conference facilities. 7. Designation of additional parking spaces to allow for extended p the airport. 8. In determining the required number of off-street parking spaces needed for an airport- oriented hotel or motel, the Planning Commission shall include provisions- street parking spaces to serve employee needs at the rate of one-half space per employee and for related uses such as restaurants and conference/meeting 9 3§ ±¤£ Parking required parking spaces may be reduced up to 50 percent with a C Planning Commission finds that all of the following are true: 1. The peak hours of use will not overlap or coincide to the degree that peak demand for parking spaces from all uses will be greater than the total supp 2. The adequacy of the quantity and efficiency of parking provided will equal or exceed the level that can be expected if parking for each use were provided 3. If the Chief Planner requires a parking demand study, the study independent traffic engineering professional approved by the Citorts the proposed reduction; and 4. In the case of a shared parking facility that serves more than o agreement has been prepared consistent with the provisions of Of-Site Parking Facilities. ,¨¬¨³ ³¨®² ® ,®¢ ³¨® ®¥ 0 ±ª¨¦ Commercial and mixed-use buildings shall be placed as close to the street as possible parking located either underground, behind habitable space, or o TABLE 20.330.010: STANDARD PARKING SPACE AND AISLE DIMENSIONS Angle of Curb Length ParkingStall WidthPer StallStall DepthAisle Width Parallel8'6"20'0"8'6"15' 30°8'6"17'0"17'0"15' 45°*8'6"12'0"19'0"15' 60°*8'6"9'6"19'6"18' 75°8'6"9'0"19'6"22' 90°*8'6"8'6"18'0"25' *Most frequently used. -!8)-5- 3%4"!#+3 !.$ 53% /& 3%4"!#+ 10 &±®³ £ 3³±¤¤³ 3¨£¤ 3¤³¡ ¢ª Buildings shall be constructed to the front and street side prop be constructed up to five feet from the front or street side prothe area between building and property line is: 1.Paved for public use so that it functions as part of a wider public sidewalk. 2.Directly accessible from the public sidewalk and improved with p such as benches. 3.If a setback is created, the property owner shall grant a public access easement for the setback area. Landscaping may be included in the setback area, b depthgenerally two feetthat prevents pedestrian access up to building windows or detracts from a pedestrian-oriented street frontage. )³¤±¨®± 3¨£¤ 3¤³¡ ¢ª Buildings shall be constructed to the side property line and no interior side setback shall be created, unless the property abuts a Residential district or unless: 1.The side setback will be utilized for active outdoor uses, including but not limited to outdoor dining; 2. The proposed setback does not exceed 30 percent of the length of the lot frontage. # 34/2- 7!4%2 2%15)2%-%.43 All development within the City must comply with the countywide storm water discharge permit requirements. The Public Works Department provides standard worksheets to be used to calculate run off. The City discourages the use of mechanical fi encourages the use of more natural control and filtering methods such as retention areas and bio vehicle circulation improvements will need to be designed accord $%6%,/0-%.4 &%%3 The development will be subject to the following development fees for high-density residential development that are applicable to all developments (in addition to Building Division Fees): Child Care Impact Fee: $1,851 per unit o Public Safety Impact Fee: $563 per unit o Sewer Capacity Fee $1.80 per square foot o Traffic Impact Fee: None for residential; Hotel - $1,214/Room; Commercial -$21.62 /sf o Other Fees school fees: contact SSFUSD for info; City inclusionary housing o requirement of 20% affordable units required for projects that have units for sale. Park Fees The City is currently considering adoption of a park fee; the amount of o assessment is unknown at this time. $%6%,/0-%.4 2%15)2%-%.43 - 2%0,!#%-%.4 05",)# 0!2+).' 11 The Long Range Property Management Plan that governs the disposition of the sit portion of the site will continue to be used for public parking. parking currently on the site that serve the surrounding commercplacement of a portion of this parking capacity is a requirement of the development. Su approval, the public parking may be shared with the private deve might be accomplished includes setting aside a portion of the spaces for paid public parking that the hotel guests also use and pay for; or in the case of residen for a portion of their parking through monthly parking passes obtained from th The City expects to continue to receive revenues from paid public parking spaces. 3)4% 6!,5% A recent appraisal of similar City owned property in the Downtown area indicates a of $100 per square foot. Land price will be negotiable based on evelopment and the amount of public parking provided. 35"-)44!, 2%15)2%-%.43 PRE-35"-)44!, -%%4).'þ 3)4% 6)3)4 É 35"3%15%.4 15%34)/.3 Responders to the RFQ are encouraged to attend a pre-submittal meeting and site visit (date to be determined. All interested respondents should submit their contact informati there are subsequent questions that arise, responders must email below. Information from individual emailed questions that pertaiested responders - will be emailed to all responders that provided contact information at the site meeting. SUBMITTAL MEETING. SUBMITTAL Please submit: 1) hard copies consisting of five [5] original collated binders and one [1] unbound, and 2) an electronic copy of the submittal with the following materials included in the following order: $¤µ¤«®¯¬¤³ #®¢¤¯³ Submit: A narrative description of what the developer team might be interested in proposing for the site, including uses and a preliminary scope number development such as: hotel rooms, number of residential units and square footage of office and/or retail development as applicable Plans are not required at this stage. (They will be required at the request for proposals stage for the short list of developers that are that are selecte $¤µ¤«®¯¬¤³ 4¤ ¬ Submit a list of development team members including their role on the team, their company affiliation and their contact information. Teams should consist following areas of expertise: 12 Developer Ownership entity Architect and engineer Construction contractor Legal representation Proposed property manager if applicable Equity and debt financing sources Public financing advisor Submit information describing the qualifications of each of the team members. Resumes of the principals and other team members undertaking the project should to complete the project. Clearly identify the principal party or parties who will be responsible for representing the team during negotiations if your team is shortlisted. Include names of any proposed, general, limited or joint venture partners. The relationship between the ownership entity and the developer should be explained if the developer is undertaking 0 ²³ %·¯¤±¨¤¢¤ Include a statement of prior development experience of key indivons similar in size (e.g. sites that are approximately one acre) and nature, as well as visuals of those projects. Past experience should include project names, location, sizes, and development costs. Include information about any prior development projects that rem a former redevelopment agency or current successor agency. If a vertical mixed use concept is restaurants and retail, successful execution of the ground floor space is imperative. Sixty-foot ground floor retail depths will be preferred. A majority of the ground floor commerc have a retail/restaurant emphasis rather than financial and/or personal services emphasis 2¤¥¤±¤¢¤² Contact persons and phone numbers should be provided on at least three prior projects. from other public entities and lenders are desirable. #®¬¬´¨³¸ /´³±¤ ¢§ Submit a narrative statement of how local resident input will be and how such outreach has been conducted for prior projects. '±¤¤ £ %µ¨±®¬¤³ « "¤¤¥¨³² Submit a narrative summary of potential green development elements and a strategy for meeting Include examples of green elements in prior completed projects. !±¤ 3³ £ ±£ 7 ¦¤² Developers selected for the subsequent submission of proposals avelopment of the project will be required to pay area standard wage for all construction trades. Include a statement in the response to this RFQ that the development team will agree to suc Bay Area projects developed that paid area standard wage and for what trades. 13 $%6%,/0%2 3%,%#4)/. 02/#%33 2&1 É 2&0 The City will use a two-step process to select the development team. The first step is to solicit qualifications from interested teams that will be open to all interested parties. A panel of staff will evaluate the submittals, and the top two to five teams (depending on the submittals) wi to submit more detailed proposals in the second step. 3%,%#4)/. 34%03 The following provides further explanation of the steps set forth above: Staff Selection Committee (for RFQ & RFP) May be comprised of: the Director of Economic & Community Development, Chief Planner, Economic Development & H Assistant City Manager and Public Works Director The number of development teams that are included on the short list for submitting will depend on the number and quality of the submittals received in the qualifications stage. It is estimated that 3-5 teams will be selected for the short list and asked to submit proposals. Development teams selected for the RFP list will be asked to make a presentation of their proposal to the selection committee and respond to questions reg team experience The single development team that is selected to undertake the project will be asked to en into an Exclusive Negotiating Rights Agreement (ENRA) substantially in the form of the attached sample ENRA. The ENRA will provide terms for obtaining project entitlements, private financing commitments, public financing mechanisms, and negotiations fo acquisition cost. The developer may seek entitlement approvals from the Planning Commission and Design Review Board during this period to dual track the approval process. If the negotiations are successful, the product of the negotiations wil Development agreement (DDA) that will serve as the property purc include: the Planning Commission approved preliminary plans, development , private development financing plan, and the public improvements . With DDA approval the developer will proceed with design development and construction drawings. The land is owned by the successor agency (City entity) to the former redevelopment agency. The sale of the property requires the approval of the Oversight Board (taxing entities) before the sale terms in the DDA are final. The DDA will contain pre-conveyance conditions including obtaining building permits and construction financing, that will need to be satisfied prior to property conveyance close of escrow. 3%,%#4)/. #2)4%2)! The following criteria will be used by the Selection Committee to evaluate the qualifications of teams that have responded to the RFQ (in no particular order): Experience of each of the team members with similar developments Completeness of response for information requested Financial capacity to obtain funding commitments and fund pre-development costs, 14 including letters of interest from financial sources Consistency of development concept with City objectives set forth in the Downtown Specific Plan Commitment to prevailing wage for construction Commitment to provide open space and sustainability features Experience with community engagement during entitlement process Design quality of prior similar projects Results of staff interviews of references !$$)4)/.!, ).&/2-!4)/. ,)-)4!4)/.3 !.$ #/.$)4)/.3 The City reserves the right to: Request additional information. Extend the due date of the RFQ. Interview any or all developers. Reject, in whole or in part, any or all qualifications submittals, and to waive minor irregularities in the submittal. Obtain additional qualifications beyond the due date if the qual are unsatisfactory. Cancel, in whole or in part, this Request for Qualifications solicitation. All qualifications submittals will become the property of the City and are subject to Public Information Requests. The RFQ is not a contract or a commitment of any kind by the City and does not commit the City to award an exclusive development o No reimbursement will be made by the City for any cost incurred preparation of the response to this RFQ. The issuance of this RFQ does not constitute an agreement by the City that the City Council will actually enter into any contract. Respondent's Duty to Investigate: 1.It will be the sole responsibility of the selected Respondent to determine conditions of the Site, including existing and planned utility connections, and the suitability of the conditions for any proposed improveme 2.The information presented in this RFQ and in any report or other information provided by the City is provided solely for the convenience of t parties. It is the responsibility of interested parties to assure themselvesnformation contained in this RFQ or other documents is accurate and complete. The City and its advisors provide no representations, assurances or warranties peto the accuracy of the information. All responses to this RFQ shall become the property of the City. The City may use any and ideas and materials included in any submittal, whether or not th the developer. Proposals and all other information and documents submitted in response to this RFQ are subject to the California Public Records Act, California Governm in the possession of the City upon the request of any person, unless the content of the d falls within a specific exemption category. 15 Non-Liability: By participating in the RFQ process, each Respondent agrees to hold the Successor Agency and City and its and their officers, employees, agents, representatives, and consultants harmless from all claims, liabilities, and costs related to all aspects of this RFQ. -will be addressed in ENR and Disposition and Development Agreement, the property will be conveyed to the selected d- without representation or warranty by the City as to physical or of the land or any existing structures. The City makes no repres character or extent of soil or subsurface conditions or the conditions and exi utilities that may be encountered during the course of construct development, construction or occupancy of the property. Respondents will be responsible for independently reviewing all available information that may be available from the City about existing conditions, and undertaking independent analysis including any environmental, health and safety issues. #/.4!#4 ).&/2-!4)/. For additional information or questions about this solicitation for qualifications please contact by email: Ron Gerber, Economic Development Manager [email protected] 2%3/52#% $/#5-%.43 !6!),!",% The following documents are available on- additional background information: Downtown Station Area Specific Plan http://www.ssf.net/DocumentCenter/View/9809 Long Range Property Management Plan (LRPMP) http://www.ssf.net/DocumentCenter/View/5399 Zoning Ordinance http://qcode.us/codes/southsanfrancisco/ 16 RARE TRANSIT ORIENTED DOWNTOWN URBAN INFILL OPPORTUNITY, .72 ACRES REQUEST FOR QUALIFICATIONS FOR THE ACQUISITION AND DEVELOPMENT OF THE 200 LINDEN AVENUE AND 212 & 216 BADEN AVENUE PARCELS FOR RETAIL, MIXED-USE - HOTEL - OFFICE/ HEADQUARTERS DEVELOPMENT. IN THE HEART OF DOWNTOWNS WALKABLE MAIN STREET (GRAND AVENUE) WITH CLOSE PROXIMITY TO CALTRAIN, 101, TWO BART STATIONS, AND DA WORKFORCE OF 100,000. KNOWN AS THE BIRTHPLACE OF BIOTECH SOUTH CITY HAS OVER 200 BIOTECH FIRMS. FOR COMPLETE RFQ VISIT: SUBMITTAL DEADLINE: FEBRUARY 3, 2016 33,500 SF DOWNTOWN OPPORTUNITY SITE .72 ACRES 200 LINDEN AVENUE 200 LINDEN .72 ACRES FUTURE CALTRAIN PLAZA CITY OF SOUTH SAN FRANCISCO 33,500 SF OPPORTUNITY SITE FOR .72 ACRES HOTEL-RETAIL/ MIXED-USE/ OFFICE 65 HEIGHT 65 200 LINDEN CITY OF SOUTH SAN FRANCISCO 33,500 SF DOWNTOWN OPPORTUNITY SITE .72 ACRES WITH ACCESS TO REGIONAL FIRMS CITY OF SOUTH SAN FRANCISCO 200 Linden Request for Qualifications DEVELOPMENT TEAM Developer/Owner: An established partnership between BayRock Multifamily, LLC and Group of California Development Company, LLC Managing Member: The Richman Group TRG, or its affiliate. See www.therichmangroup.com Administrative Member: BayRock Multifamily, LLC BRM. See www.bay-rock.com Background Information:The Richman Group is focused on creating urban luxury, affordable and sustainable See Exhibit The Richman Group Corporate Profile) The Richman Group is a for-profit Limited Liability Company (LLC) with national, regional, and Southern California area offices. The Richman Group is the 7th largest apartment owner in the nation, with a focus on t syndication and development of affordable multi-family projects. TRG is currently underway with approximately 1,500 units of new, market multifamily development in California. TRG also maintains an act Division. In California alone, The Richman Group owns over 1100 affordable units, and has developed senior affordable projects in Southern Northern California, and the Central Valley. Currently, in LA Conty, The Richman Group is completing a 9% LIHTC senior affordable multi-family project with 95 units in The City of Fullerton, California, located at 3 Commonwealth Avenue. Completion is set for April, 2016. In Northern California, TRG has formed a strategic venture with BayRock Multifamily, LLC. BayRock Multifamily, LLC, is a prominent developer of rental and for sale multifamily communities in Northern California. BayRock Multifam successor company to BayRock Residential, LLC which was formed i Since 2001, the firm has developed several urban in-fill communities including high rise product. Mr. Gruendl is a former board member, Chief D Officer and Executive Vice President of the SNK Realty Group. Si 200 LINDEN SNK, Mr. Gruendl developed or acquired over 5,000 luxury apartment units for the SNK Development portfolio in 6 western states. Previously, Mr. Gruendl was Vice President and Development Manag Northern California region of national developer Oxford Developm Enterprises, Inc. Between 1985 and 1988, Mr. Gruendl developed t first ever luxury, institutional quality apartment communities in the San F Area at Bay Area Rapid Transit (BART) stations as well as the latest generation multifamily product in Old Town, Pasadena. This development strategy continues today as BayRock has built communities in high barrier neighborhoods of San Francisco, San Jose, and the East Bay Area. BayRocks current activity includes the following, active multifamily developments: Acquisition and Rehab of 30 well-located apartment units. 2Q 2013 95 Linda Avenue, Oakland, CA Acquisition, Entitlement and Development of 3.5 acres (existing apartments) for 46 new Townhomes; 2Q 2015; Casa Buena Drive, Corte Madera, CA; Acquisition and Development of .5 acres (existing 24,000 sf offi for 93 new, Luxury Apartments; 2015; 1950 Addison Street, Berkel Acquisition and Development of .45 acres for a luxury 52 unit ap development at the Walnut Creek BART Station; 2211 N. Main (Le Virage Site), Walnut Creek, CA Architect: Valerio Dewalt Train Associates Valerio Dewalt Train Associates is a 90+ person national architectural and design practice with San Francisco, Palo Alto and Chicago. In 1994, the firm was form architectural practices - Valerio Associates and Train Dewalt Associates. Today, VDTA is o founding principals Joe Valerio and Mark Dewalt as well as David Mattheis, and Louis Ray. In addition to the stock-holding principals, William Turner, Christine McGrath Breuer, and Steve Droll are managing principals. The firm is based on the simple idea that whatever the question, believe that before you can provide an answer, you have to do thmake sure you understand the question. Every one of our designs is based on a needs of each client. Our process employs a series of techniques each design opportunity. This process is catered specifically for each project but often includes immersions, sustainability workshops, stakeholder interviews, in best practice research. The result of our energetic approach is a series of remarkable p often produced on very tight budgets and schedules for many notable organizations; from Googl Chicago, and the University of California. VDTA has received sev 200 LINDEN success with this approach, including being named by Architect Magazine as a best desig - General Contractor: Cannon Construction of San Francisco, www.cannongroup.com, is almost strictly a union labor contractor. Cannon has constructed several communiti Development Concept (Vision and Usage): 80+- units conceived as an innovative and active, luxury Urban Community on .72 acres, providing multiple community enrichment and an active streetscape. The design will be focused on healthy lifestyles, functional roof top and interior open space including an exercise faciliity, a community garden, outdoor spa and barbeques. In addition, the proposal will include sustainability features such as zero- scaping, low impact gardening, composting, water-harvesting, solar massing, upcycling materials, and translucent solar cells; aiming towards net zero energy use and The architectural features, designed by VDTA Architects, (leaders in cutting-edge green multifamily projects in the West), included TOD locations such as 200 Linden, are based on non-institutional designs, and rather will focus on design concep . Type of Use and Number of Units: Proposed to be an 80+- unit, a good mix of 1 bedrooms and 2 Bedroom homes, Market Rate housing catering to the burgeoning young professional population in S. San Francisco A Density Bonus will be utilized to allow for no less than 5% of the Base units onsite to include Very Low Income Units. Type V Wood frame Construction. 65 height maximum over a Type 1 Concrete garage Structure. No less than 6,000 square feet of ground floor retail will be included. This serves both to satisfy residents daily and weekly shopping needs, as well as meeting the standards Downtown Plan and the DTC. Parking will be constructed below the wood-frame super-structure. At this time the Development Team has not analyzed the shared public parking concept. Resident parking will meet the Citys standard. Some parking may include Klaus Parking Lifts. Design: The building is designed in response to its urban setting through the use of innovative design features, secure, yet welcoming site planning, and environmentally sensitive aesthetics. The project design consciously aims at providing an improved quality of life providing an appealing, high quality development enhancing its i environmentally conscious project, the apartment building will p including universal design principles, common spaces, and cuttindge sustainable design for its residents and neighbors including opportunities for community ga Green/Sustainability: The project is designed to pursue LEED certification with an inta Silver rating. A GreenPoint rating system can also achieve this program. Early integration of sustainable criteria ensures that the project maintains established standards for sustainabil architect, construction phases. A team approach between the owner, engineers, landscape 200 LINDEN sustainability consultants (Sage Green Development) and architect would ensure each member provides his/her expertise to the project criteria at the concep The architectural team will head the LEED collaboration and brings unmatched expertise and the cutting edge in sustainable practices. The building would include multiple sustainable features, includ Solar PV Solar Thermal Hot water Edible landscaping High efficiency lighting and plumbing fixtures Single ply roofing Urban Context The building is designed keeping in mind its urban context as we The proje residents and neighbors while ensuring minimal disturbance to that a TOD edge of the commercial district, the site deserves to be an statement 200 Linden This is our homage to California modern where the wood ribbons accent framing the balconies and providing some shading. The use of these ribbons is wood, with the interior 200 LINDEN verticals a stucco or metal panel meant to blend with the storeft to de-emphasize the infill. The v- columns give an accent to the natural chevron form of the facade Mod of the 50s and 60s. Legal Representation: Brian T. Seltzer, Esq. Seltzer | Caplan | McMahon | Vitek 750 B Street, Suite 2100, San Diego, California 92101 619.685.3025 (direct) | 619.702.6808 (fax) | [email protected] (email) Paul Schrier, Esq. Nixon Peabody th 1 Embarcadero, 18 Floor San Francisco, CA 94111 415-984-8280 Property Management: Richman Property Services, Richman Property Services, Inc. (RPS), with its 400+ team member manages 100+ properties in nine states with over 15,000 resident Equity and Debt: TRG AND BRM will use its own cash equity to finance the developm banking relationship for construction financing, including: Com and Wells Fargo. Public Outreach: The Development Team has great experience with community outreac used outside firms. We are effective at getting the message out with our team, building consensus with key stakeholders via neighborhood meetings, one on one property line neighbors, and key community advocates. Prevailing Wages: TRG has constructed numerous projects in Southern California including standard wages and all union labor. BRM has also developed 8 Orchids, Oakland and the Sonoran Condom wages. The owners will commit to using Standard wages and competitive Unionthe construction of 200 Linden. BayRock Multifamily, LLC and The Richman Group Development Compa 411 Pendleton Way, Suite C Oakland, CA 94621 510-969-2323 200 LINDEN (510) 251-9470 2335 Broadway, Oakland CA 94612 [email protected] The city South San Francisco is uniquely located in the Bay area between a re-energized San Francisco, and a fast-growing Peninsula. Given the culture, history, and location of both the site and the city, we believe the 200 Linden Avenue presents an exciting opportunity to revitalize an underused piece of property into a hub of activity that will add to the thriving character of the area. Signature Development Group is pleased to present this statement of qualifications for its proposal for the 200 Linden Avenue site in South San Francisco, CA. Signature Development Group proposes a vibrant, mixed use complex that maximizes proximity to the Caltrain station, provides housing for residents, and ground floor retail and parking for the public. 3,000 SF of ground floor retail that will re-energize the downtown area and assist of the development of the Caltrain transit node. 82 residential units of modern market rate and affordable rental housing for the quickly growing Bay Area population. 2 levels of parking for both the public and residents. Signature Development Group and its principals have developed an expertise in design, entitling and developing mixed-use urban infill projects in areas that require the project sponsors to balance challenging political environments, the desires of multiple stakeholder groups all in light in obtaining entitlements that result in a financially viable project. This expertise is due in part to our significant experience with complex projects which include master planned communities, mixed-use projects and residential projects consisting over 15,000 residential units, 2 million feet of retail with a combined value of over $2 billion throughout the California for over twenty years. From that experience, we have developed a particular expertise in creating successful urban in-fill projects (residential, retail and mixed-use) that have been well received by the surrounding communities, stakeholder groups and the market. Our knowledge goes beyond the acquisition of entitlements and includes the full spectrum of development activities, from project assembly and acquisition of necessary land entitlements through the construction, lease up, operation and disposition of the projects. As a result, we are able to bring unparalleled practical experience to bear in designing, entitling, developing and delivering new projects. Based on this experience and market knowledge, we are confident that we can design and secure the necessary land use entitlements to redevelop subject site into a successful mixed Signature has over twenty years of creating successful partnerships, management functions and joint ventures with land owners and Public/Private Partnerships. We have accomplished this by listening, managing the projects collaboratively, being transparent in decision making/financial reporting, and retaining a first-class project team. Perhaps the best evidence is that we have never been in litigation with a partner. We work hard to ensure shared Each member of our team brings a unique perspective and skill set that creates a culture of excellence and creativity in planning and execution of our development projects. Mike Ghielmetti President Michael Ghielmetti is the founder and President of Signature Development Group (SDG), a private real estate development company based in Oakland, California that specializes in residential and mixed-use projects in Northern California. Prior to founding SDG, Mr. Ghielmetti was a principal at Signature Properties, Inc. one of Northern development and homebuilding firms, serving as President from 2003-2010. Mr. Ghielmetti has developed and invested in more than 30 residential, commercial, and mixed-use real estate projects valued at over $1.5 billion. He leads all aspects of the development process from acquisition and entitlement to financing and construction. Mr. Ghielmetti served on the Board of Directors of the Building Industry Association of the Bay Area, including the position of Chairman. He served on the Board of Directors of the Pacific Coast Builders Conference, helping to create its first multi-housing conference and is currently a Director of the California Building Industry Association. Mr. Ghielmetti also served as Co-Chair of the Jobs and Housing Coalition, an Oakland based non-profit business advocacy group that he co-founded. Since 2010, he has also been on the Board of Directors of the Bay Area Council, the regional business group for the San Francisco Bay Area. In 2013, Governor Brown appointed Mr. Ghielmetti to the Board of Directors of the California-China Office of Trade and Investment. Eric Harrison VP of Development Prior to joining the SDG team, Eric was with DMB Associates, where he oversaw the entitlement of a large mixed-use urban infill project in the Bay Area. Eric has also been a team member at Signature Properties, where his responsibilities included property acquisition, due diligence, budget preparation, and development and implementation of entitlement strategies. Projects included infill developments ranging from a 125 unit mixed-use development to the reuse of a manufacturing site creating 3,000 units in a mixed-use transit-oriented community. Eric has also worked for Catellus Development Corporation, where he implemented the community development aspects of Mission Bay in San Francisco (all horizontal and public improvements) Eric Harrison is an expert in land development with a focus on entitlements and complex approvals from oversight of the initial infrastructure governmental agencies. Eric was involved with several construction phase of over $100 million, San Francisco developments, including a highly creation of the public financing successful residential development in the Mission Bay mechanism, establishment of the district and a residential mixed-use development in community governance structure for Candlestick. residential and commercial developments, transportation management association and a risk management plan to address the impacted soils. Patrick Van Ness VP of Forward Planning Patrick Van Ness is responsible for project entitlement and development, including preparation of feasibility analyses, environmental, planning and engineering studies and review by municipal, state and federal agencies for all entitlements. Patrick has extensive experience obtaining approvals and permits from local municipalities as well as State and Federal agencies including the Bay Conservation and Development Commission (BCDC), the Regional Water Quality Control Board (RWQCB), the State Department of Toxic Substance Control (DTSC) and the US Army Corps of Engineers. Patrick also oversees the development of community site planning, product design, landscape design and engineering. Prior to joining the SDG team, Patrick worked at Signature Properties for 17 years. As Director of Purchasing, he contracted for the construction of over 1,000 units; as Director of Sales and Marketing, he managed 20 sales agents and the marketing process for over 1,000 units; and as Senior Project Manager, he processed and received approval for over 4,500 units and 300,000 square feet of retail/commercial space, including redevelopment, mixed use and master-planned e experience provides him with a unique understanding of real estate development and the construction industry throughout the San Francisco Bay Area and Sacramento. Paul Nieto Executive Vice President Prior to joining SDG, Paul was President of Avant Housing, an urban multi-family developer in the Bay Area, where he led the development of 665 units in San Francisco. Previously, Paul served as President/CEO of the Eastlake Development Company, responsible for a 3,200-acre master-planned community in San Diego County. The EastLake project consists of over 9,000 single and multi-family homes, a 200-acre business park, six schools, and 100 acres of neighborhood, lifestyle and big box retail centers. Concurrently, Paul served as the head of Boswell Properties, overseeing the 957-acre Interlocken Business Park in Boulder County, Colorado. Paul began his career with Union Bank in Beverly Hills where he oversaw Los Angeles construction project financing and statewide participating mortgages. As Executive Vice President, Paul Nieto is responsible for multiple activities including land Paul serves on the Executive Committee and acquisition, concept design, entitlements, and Board of Directors of the Building Industry debt and equity financing. He further oversees Association of the Bay Area and chairs its the implementation of individual projects. Paul Urban Policy Committee. He is involved in the has extensive experience in multi-family Urban Land Institute and Lambda Alpha development, master-planned communities, land Society. He has been involved on the boards of numerous charities. successful projects are located throughout the Bay Area and Southern California. Paul is a graduate of UCLA in Economics and received his MBA from USC Tom Quaglia Deborah Tu Partner Project Manager Tom Quaglia brings 35 years of experience to his With over eight years of experience in urban role as Partner. In his present role, Tom pursues real estate development and acquisitions, new land opportunities in the greater Silicon Deborah is responsible for acquiring and Valley where he has established many long-term managing infill, residential, and mixed-use relationships with landowners, municipalities and projects throughout the Bay Area. At present, community groups. In addition to pursuing new she is working with the SDG team, consultants, developments, Tom takes the lead on taking new investors, and government staff to redevelop a developments through the public process. 64-acre, mixed-used waterfront site. Deborah is currently managing the development Prior to joining SDG, Tom served on the City of of several infill, mixed use residential and Pleasanton Planning Department. During his commercial development projects in Oakland. tenure there he was responsible for designing and implementing the development plan for the Prior to her role at SDG, Deborah worked for EC Hacienda Business Park, a commercial Harris managing acquisition and development of development with 11,000,000 square feet of over 2 million square feet of real estate for office and retail. As a private developer Tom has international private equity funds ranging in designed, processed and been involved with the project size from $50 to $400 million dollars. construction of over 30 new residential Deborah has also designed and managed public communities in and around the greater Bay infrastructure, hospitality, and residential Area. projects; and later transitioned to a housing impact investment fund. Signature Development Group has worked with a variety of locally based and experienced consultants and partners over its years in the Bay Area. We select our consultant based on the location and type of project. Some of the consultants we have worked with and would consider for the project the following: KTGY Architect KTGY is a full service architectural and planning firm with a long history of excellent work in the Bay Area. KTGY has a wealth of experience working on projects located in the San Francisco environments, communicating with neighborhood groups, and maneuvering the myriad boards and commissions inherent with these complicated projects. From affordable family apartments to luxury condos and mixed-use, our experience is wide and varied, but we never lose sight of the fact that we are designing homes. KTGY understands that the key to our success is a deep understanding of place and that understanding extends beyond simply the physical context. As a full-service architectural and planning firm established in 1991, KTGY has delivered a depth and breadth of successful design solutions. Selected Project Experience The Lane on the Boulevard Redwood City, CA Villas on the Boulevard Sunnyvale, CA Velocity at Pace Milpitas, CA Bay Meadows, San Mateo Bay Meadows Landsdowne San Mateo, CA BKF Engineer For 100 years BKF has been delivering inspired infrastructure for our clients. With our network of 10+ offices in California we have developed extensive local knowledge that provides us with a deep understanding of issues relating to feasibility, permitting, and entitlement approvals. We work hard to help you achieve your goals, and get your projects to the finish line. Selected Project Experience Treasure Island, San Francisco Shinsei Gardens, Alameda UC Berkeley Albany Village, Berkeley Main Street Village, Fremont CA Fife Creek Commons, Guerneville 1.7 acres 48 unit housing 1800 SF community center ENGEO Engineer ENGEO is a premier engineering consultancy, serving projects in the greater Bay Area for 45 years. An award-winning firm of more than 250 geotechnical engineers, geologists, environmental scientists and water resources professionals, ENGEO has served some of the most iconic and highly visible projects ever to be undertaken in the region, including projects with myriad engineering challenges in difficult soil and earthquake-prone conditions. Selected Project Experience Trestle Glen at Colma, Colma, CA Trestle Glen is a transit-oriented, mixed-use, urban redevelopment on an approximately 1.7- acre site adjacent to the Colma Bay Area Rapid Transit (BART) Station. The development includes a five-story structure that consists of four stories of wood-frame construction over a reinforced concrete podium which house 119 units of affordable housing and a child care facility. Richmond Transit Village, Richmond, CA The development includes a five-story structure that consists of four stories of wood-frame construction over a reinforced concrete podium which house 119 units of affordable housing and a child care facility. 851 Van Ness, San Francisco, CA A five-story mixed-use structure, referred to as Van Ness Mixed Use, was developed at the site. We provided geotechnical engineering recommendations for design of the structure, testing and observation during site preparation and grading with special inspection/materials testing services during the construction of the building. VIA Apartments, 615 Tasman Drive Sunnyvale, CA The VIA Apartment complex is one large podium structure with 4 levels of retail and residential buildings above the podium floor and one level of below-grade garage. PES ENVIRONMENTAL Engineer PES was founded 25 years ago in response to a demand for experienced and dedicated environmental professionals capable of providing high-quality services in the areas of environmental engineering, environmental remediation construction management, risk management, hydrogeologic consulting, hazardous waste management, and regulatory compliance. PES is a mature, well-respected, client-oriented company with a reputation for efficiently solving environmental problems. Throughout our 25-year history, we have worked extensively on complex environmental problems throughout the Western U.S., with our primary focus on the greater San Francisco Bay Area. Over the past three decades, PES has successfully investigated and remediated numerous Brownfields projects for residential and commercial development of former industrial properties. Many of these properties had been historically impacted by contamination including metals, solvents, and petroleum hydrocarbons. CAHILL Contractor Cahill Contractors has been a major builder in the SF Bay Area for over 100 years. Focused on quality, integrity, safety and value, Cahill has constructed nearly 10,000 residential units over the last 10 years within the region. Cahill has an extensive portfolio of completed residential projects, ranging from affordable and market rate multi-family projects, to high end condominium work. Cahill has self-performance capability in wood framing and structural concrete, having successfully completed numerous projects of all building types, including modular construction. ROBERTS-OBAYASHI Contractor For over 80 years, James E. Roberts-Obayashi Corporation has consistently delivered high-quality, award-winning construction services in the Bay Area and Northern California. Our work focuses on projects under negotiated contract in a variety of sectors including affordable and market-rate rental and for-sale housing; senior independent and assisted living facilities; commercial and adaptive- reuse projects; and mixed-use developments. We are dedicated experts in the rehabilitation and new construction of all building types including wood frame, metal frame, and concrete structures. Selected Project Experience Third Avenue Apartments 2175 Market Street, San Francisco 2175 Market St, SF CA th 1180 4 Street, San Francisco 1633 Harrison, San Francisco Uptown Oakland, Oakland CA STICE BLOCK Legal Stice & Block LLP is a boutique law firm based in Oakland, California that focuses on real estate, land use and environmental law. -house and large firm experience to bring a sophisticated, business- matters. Stice & Block attorneys have played, and continue to play, leading roles in structuring and delive largest and most complex development projects. FPI Property Management FPI has extensive experience in new construction lease ups. We are currently operating new construction properties similar to the subject property, in and around the Bay Area. FPI Management has been providing comprehensive multi-family property management services for over 48 years. The FPI portfolio consists of market rate and affordable communities. Market rate communities range from luxury hi-rise in metropolitan markets to traditional two-story garden style in suburban markets. Affordable communities include LIHTC, new construction and acquisition rehab, USDA, bond financed, Section 8, and HUD insured properties. FPI Management has a distinctive business culture, and is considered a leader in the industry. 98,000 unit property management firm. #8 Ranked in the U.S. by National Multi Housing Council (NMHC). #3 Ranked in the U.S. by National Affordable Housing Management Association (NAHMA). 13 Geographic market over states. 2,600 professional team members on staff/considered to be the most savvy in the industry EQUITY AND DEBT Signature Development Group holds relationships with a variety of equity investors and financial institutions. It will partner with the proper investment firm and institution dependent on the type of deal. PUBLIC FINANCING Public Financing Goodwin Consulting Group (GCG) has extensive experience analyzing the fiscal, financial, and economic impacts of land development, conversion, and transition. Unlike firms that specialize solely in financial planning for new projects, GCG is also an active participant in the implementation and ongoing administration of financing programs. This difference is critical to ensuring that a project will be feasible from the early development stages through buildout. Services include: Finance District Formation and Annual District Administration Services Public Facilities Financing Plans and Feasibility Analyses Fiscal Impact Studies Development Impact Fee Nexus Studies Economic and Market Analyses Tax Increment Financing Pro Forma Cash Flow Models At Signature Development Group (SDG) we transform the developments of today into the destination neighborhoods of tomorrow. Our success is rooted in an understanding of how people live, how they interact, and how they create community. We have transformed more than 22 sites in 14 cities throughout the San Francisco Bay Area. A history of successful developments in sensitive and often challenging locations sets us apart as an innovative developer. While our work has included master-planned communities, commercial and mixed-use developments, adaptive reuse, urban infill, and single-family residential, our specialty is in small scale, urban oriented, infill projects. THE HIVE Oakland, CA Type: Mixed use commercial, residential, & retail Size: 104 apartments, 100,000 SF commercial and retail Cost: $50,000,000 Background SDG contributed an authentic micro- neighborhood to Uptown Oakland. With 100,000 square feet of commercial and retail space and 104 apartments, the development is a space for local businesses, social entrepreneurs, and artists to converge. In 2014, SDG moved our own headquarters to the Hive, sharing with sustainably minded tenants like Numi Organic Tea, Impact HUB Oakland and Flynn Architecture. The Hive has written about and lauded in the NY Times, on global websites, and local newspapers. BROADWAY GRAND Oakland, CA Type: Mixed use residential and retail Size: 132 units, 20,000 SF commercial Cost: $60,000,000 Background SDG discovered the infill site that is now Broadway Grand in 2004. At the time, downtown Oakland was lacking a robust shopping and residential district. A recurring theme of our developments is to create value in underutilized areas. We saw Broadway Grand as a way to bring new retail, restaurants, and residential to the City, adding lasting value to the community. Today, Uptown Oakland continues to welcome musicians, artists, offices, restaurants, and new businesses to the area. MILLWORKS Novato, CA Type: Mixed use residential, & retail Size: 125 apartments & 40,000 SF retail Cost: $80,000,000 Background Downtown Novato was in need of new housing and a natural foods market. We worked with the local community to bring Millworks, a mixed-use development anchored by a 40,000-square-foot Whole Foods Market, to the City. The new development transformed an underused area (formerly a mill) into a retail and residential community with 125 apartments and a central shopping area. BRODERICK PLACE San Francisco, CA Type: Mixed use residential and retail Size: 70 condominiums & 16,000 SF commercial Cost: $35,000,000 Background As San Francisco continues to see a spike in population, the need for smart, sustainable development continues. SDG repurposed a bank to accommodate new residents and community markets, addressing a variety of needs. Broderick Place is a mixed-use development located at the nexus of several bustling neighborhoodsNorth of Panhandle Area (NOPA), Lower Haight, Alamo Square and Hayes Valley. With 70 condominium units and 16,000 square feet of commercial space, the development has become a neighborhood staple. Tenants include Coffee, Falletti Foods, Nopalito, DeLessio Market & Bakery, and Bank of America. BROOKLYN BASIN Oakland, CA Type: Mixed use residential & retail Size: 65 acres Cost: $1.5b For decades, Oakland has been denied access to its waterfront. Industrial wreckage isolated the City from a large section of the Bay. Now, for the first time in more than 150 years, Signature Development Group, along with our valuable partners, is dramatically reshaping the area for the public to enjoy. Brooklyn Basin is the single largest revitalization project to come to Oakland since World War II. As a local developer, proud to help transform the waterfront into a 21st century integrated urban center that supports environment, economy, and community. Rachel Flynn Pamela Kershaw Norma Avery Planning Director Director of Commercial Real Director City of Oakland Estate Housing Capital [email protected] Port of Oakland [email protected] (510) 238-3254 [email protected] (510) 627-1168 For more than 20 years, SDG and its principals and affiliates have demonstrated the ability to create valuable spaces in collaboration with City staff and elected officials, the surrounding communities, and the regulatory agencies overseeing our developments. Our process always begins with community outreach, and we tailor our projects to the unique community in which it sits. We are specialists in entitlements, and committed to building the right development in the right place. Our team uses smart growth principles like green construction, adaptive reuse, and transit-oriented design to build sustainably. Here are some previous projects that included green elements: RENEWABLES We design our projects to adapt to current and emerging renewable energy technologies, including solar and electric vehicles. Broadway Grand SDG is currently retrofitting the condominiums at the Broadway Grand for solar power. LEED AND GREENPOINT CERTIFICATION We strive to achieve Built It Green and LEED rating in our projects. Here is a sampling of projects that have LEED or Built It Green certification: The Hive A LEED ND certified project. Brooklyn Basin Brooklyn Basin was the first LEED ND 4.0 certified project in the world. We are designing the project to be a city-wide leader in green technologies, designing the infrastructure to include the capacity for on-site renewables and electric powered vehicles. Greenpoint Rating The following projects have achieved Build it Green certification: Millworks, Novato CA th 459 8 Street, Oakland CA Orinda Oaks, Orinda CA The Hive, Oakland CA The project will include a Project Labor Agreement and will employ union labor in order to guarantee area standard wages. Signature Development Group has a long history of PLA use on its projects. Some examples of previous projects that paid area standard wages include: Brooklyn Basin A 65 acre, 3,100 home masterplanned community on the Oakland waterfront. With 32 acres of shoreline public parks, it is one Furthermore, currently over 85% of the consultant contracts for the project are from the local area. 235 Berry Street A 99 unit condominium project, 235 Berry Street was the first condominium development in Mission Bay, the Catellus Group development in San Francisco. 255 Berry Street A 99 unit condominium project, 255 Berry Street followed the development of 235 Bery Street in Mission Bay, the Catellus Group development in San Francisco. (510) 251-9470 2335 Broadway, Oakland CA 94612 [email protected] Downtown South San Francisco RFQ City of South San Francisco: RFQ Address: 200 Linden Ave and 212 & 216 Baden Ave South San Francisco, CA We would like to start out by saying we are excited about possibly having the opportunity to become a part ofSouth San Franciscodowntown revitalization. We are a family company that have owned and operated hotel businesses for over 26 years. We are experienced in customizing every project we do to fit the right niche. All projects we do you will not see on another hotel because we take great pride in our interior/exterior look and design to outperform our competition by appearance and guest service. Development Concept: Our vision is very open because we want to fit the mold the City of South San Franciscois wanting to create for the future. In ourimmediate walk thru the city we observedthe surroundings and atmosphere, wehavethought about an exteriorEnglish-look. There would be outside hanging plants with a touch of modern design with a nice lighting package which create a pedestrian friendly environment at the same time we want to keep the historic look. We will have an outdoor area where guest can enjoy grilling while mingling with other guest in turn less guest sitting in their room after a busy day of work. Inside the Lobby, we will bring alocal flare with a boutique look. We would like to have a larger lobby and public space with an indoor pool, fitness room, meeting space, business center, morning breakfast, and small market. There would be windowsthat face out to Linden Streetfrom the lobby/public spacefor guest and local residence to see inside. This look will give a sense of openness where even local guest feel invited. By creating this unique concept on the exterior/interior as well as our management experience guest will see that after working long hours in the city or just flying in for workthey will be coming to a hotel that makes them feelhome away from home. Amenities we planto bring to this project are complimentary bikes thatwe will provide for guest toborrow sothey canridethem throughout downtown, using athird partycompany or hotel staff to do shuttling to and from the airport for convenienceusing less parking. The number of rooms we are considering is roughly 120 rooms and up pending space and parking requirements. We plan on using an internationally known brand such as Marriott or Hilton to help drive higher rate and occupancy so in turn we can create more bed tax revenue.The loyalty to these 2 brands by guest are the very strongest, this is key to our success as well as the cities long term goals.The type of project we are looking into is an extended stay limited services property that accommodates the longer stay guest that work in the tech and biotech industries.Our short term guest will be the airport whichis the primary business we plan on bringing into our hotel.Since we are a limited service hotel there will be no restaurant instead with thislocationguestwillhave a true downtown experience to go right outside to try the local eateries and attractions. We want to limit the amount of parking so that our guest would be able to use the city owned parking garage which is in close proximity. The idea behind minimal parking is that we can increase the number of rooms in turn more bed tax revenue also additional revenue for the city to use the parking garage to increase parking occupancy. We want to help the entire city as a whole to benefit with our presence. We are expecting the hotel to bring approximately $650,000 to $1,000,000 in bed tax revenue to the city. This project in South San Franciscowe want to do is for the long-haul because we want to settle in California. In final, I would like to add that if we are awarded this project wehave the fundsand contactsto financial institutions that could helpmake thisprojectstartas soon as all approvals, permits, andplans are completed. Development/Operations Team: Name:Company:E-mail:Phone#: Nikhil KamatN’[email protected] (Architect) Jyoti PatelBoston Trade [email protected] (Interior Designer) 806-584-7138 Trevor RichardsonRahm Investments [email protected] (Director of Operations) Jonathan BowersBowers & [email protected] (Accountant) Kush NathuRahm [email protected] (Development) Daxa “Mina” PatelRahm [email protected] (Ownership) Jayanti NathuRahm [email protected] (Ownership) Dan [email protected] To Be DeterminedConstruction Contractor To Be DeterminedWe have several Financing Sources Past Experience: Fairfield Inn & Suites Oakland Airport (Lot Size: 50,300 Sq.Ft.) We are doing a Marriott hotel in Alameda, CA which is only 20 to 30 feet from the water and 3 miles from the airport. In this project the city wanted this building to be “Iconic” sowhat we did was create an elegant exterior design that stands out. We will be bringing a local flair in respects to the colors and style for the interior once we get closer into the project. This hotel will have a 100 rooms in a 5 story building. (ATTACHED WILL BE THE DESIGN AND LAYOUT OF PROJECT) Additional past projects are attached to the resume References: Hotel:Company:Phone#:E-mail: Robert Sanger Marriott [email protected] Tye TrumanMarriott [email protected] Anthony LealChoice Hotels [email protected] Chris ClarkMayfield [email protected] Financial:Company:Phone#:E-mail: DougNelsonAEDC/[email protected] Erin ViermannHappy State [email protected] Kevin HuntAim [email protected] Shalor TownzenFNB [email protected] Public:Company:Phone#:E-mail: Kerry AdairWilliams [email protected] Perry WilliamsWilliams Group806-373-5820 Todd GullickFire Haynes [email protected] Martha RowellTexas Legacy [email protected] Community Outreach: Regarding local input we take constructive criticism regarding design or concerns, but we also have to take into consideration budget, city requirements, and franchise expectations. Regarding the Oakland Airport project residences had a concern with lightcarry over into their housing and the bulkiness of the hotel. We were able to meet these concerns by adjusting the lighting for the building to not intrude into the housing and we adjusted the sides of the building with more dimension to soften the look. Green and Environmental: For our project proposal, we are wanting to use LED lighting throughout the hotel to limit the amount of electricity. We plan on having electriccharging stations availablefor guest who drive electric cars. Something we have done in the past and are doing at the Fairfield Inn & Suites Oakland Airport is adding solar panels on the roof that will help with electricity. For our long term guest there will not be constant linen and bedding change to conserve water with less washing. Area Standard Wages: We will paythe prevailing wage for construction. Fairfield Inn & Suites Oakland Airport /Waterfront Approved Project 2350 Harbor Bay Parkway, Alameda, California 2350 Harbor Bay Parkway, Alameda, California 2350 Harbor Bay Parkway, Alameda, California Hotel Resume / Portfolio Jayanti Nathu Daxa J. Patel P.O. Box 52098 Amarillo, TX 79159 806-683-7849 & 806-676-2526 [email protected] Website: www.RahmInvestments.com Objective: To provide supporting information of the experience and training that I have obtained over the last 31 years in the hotel industry , of owning and operating several hotels in many facets. I would like the opportunity to implement my knowledge and leadership abilities to capitalize on all current hotel systems. I also would like to invest, and empower our employees in promoting synergy to ensure profitability and stability for a strong future for all of our properties. Education: AmarilloCollege West Texas State University Graduated in 1981 Qualifications: Over 26 years of hotel management, operations, consulting and acquisition experience. Mina has not only served on the Board of Happy State Bank, but she advises the bank on future Hotel investments and approvals. Mina and Jayanti have vast experience in Developing, Building and Operating their own hotels. Professional Awards and Honors: Holiday Inn, Amarillo Fairfield Inn & Suites, Amarillo . Sleep Inn & Suites, Amarillo Holiday Inn, Sleep Inn, Fairfield Inn Sleep Inn & Suites, Holiday Inn Sleep Inn & Suites Fairfield Inn Fairfield Inn & Suites, Weslaco Professional Experience: Fairfield Inn & Suites by Marriott Project in the Pipeline to start April 2016 Santa Barbara County, CA Fairfield Inn & Suites by Marriott Project in the Pipeline to start December 2015 Alameda, CA Fairfield Inn & Suites by Marriott Project opening Spring 2016 Wichita Falls, TX Home2Suites by Hilton Projected opened Fall 2015 Amarillo, Texas is currently in the construction phase. Best Western Plus Projected opening Fall 2015 Laredo, Texas Fairfield Inn & Suites by Marriott Amarillo, Texas property opened in June 2012. Holiday Inn Amarillo, Texas 151 Unit full service property opened in July 2011. This hotel has already sprung to the experience and has consistently stayed in the top tier of the brand. Sleep Inn & Suites by Choice Amarillo, Texas 63 Unit property opened in November 2010. This hotel has done phenomenal and has igious award) every year since opening. Fairfield Inn & Suites, Marriott Weslaco, Texas This property was acquisitioned in June 2006. Revenues have almost doubled since our acquisition. Hrall satisfaction. Our past management success has prompted immediate results and we foresee only larger success from this hotel. Hampton Inn and Suites, Hilton Amarillo, TX ork with Hilton and we developed a 64 unit Hotel that led the Amarillo market in overall Revpar performance until we sold it in December 2005. Additional professional experience follows. Executive Inn Amarillo, TX. Hotel was purchased in 2000. 105 Unit Hotel. Fifth Seasons Inn and Suites Amarillo, TX. This hotel was purchased in 1999 and at this time was being run by a management company. 225 unit Hotel with Bar and Restaurant. Camelot Inn and Suites Amarillo, TX 100 Unit Hotel purchased in 1990 ***Other Hotels available upon request*** Fairfield Inn & Suites Wichita Falls, TX 92 Unit/4 Story Upscale Under Construction l/ b Best Western Plus Laredo, TX 95 Unit/ 4 Story Midscale Hotel Modern Contemporary, Hot Breakfast, Pool/Hot Tub, Fitness Room, Sundries Home2 Suites Amarillo, TX 92Unit/4 Story Extended Stay Hilton Product Contemporary, Healthy Breakfast, Running Path around Hotel, Pool/Hot Tub (Saline), Large Workout Facility, Hotel is very Green Environmental Friendly Fairfield Inn & Suites Amarillo, Texas Owned and Operated by RAM Hotels 79 unit 4 Story Upscale Hotel Over 1500 sq. ft. of Meeting Space, Breakfast Bar, Indoor Pool & Hot Tub in a Contemporary Feel. Holiday Inn West Medical Center Amarillo, Texas Owned and Operated by RAM Hotels 151 Unit 4 Story Upscale Hotel With over 8500 sq. ft. of Meeting Space, Restaurant & Bar, Indoor Pool with Waterslide with a Texas Feel. Sleep Inn & Suites Amarillo, Texas 63 Units Suites Property with Indoor Pool & Hot Tub, Breakfast Area and 3 time Choice Gold Winner!! Fairfield Inn & Suites Weslaco, Texas Owned and Operated by RAM Hotels 62 Unit 3 Story Hotel Outdoor Pool and Hot Tub, Beautiful Landscaping, Breakfast Area, Meeting Room Hampton Inn & Suites Amarillo, Texas Owned and Operated by RAM Hotels 64 Unit Upscale Hotel with Indoor Pool and Hot Tub and Breakfast Area, Meeting Space RAM Hotels Independent Ventures Southern California Project Letters of Recommendation Ines, [;·xnotethefactthattheRFQelectroniccopyfor200Lindenwassentwithintherequired2/3/16deadline. Thankyou, Ron Main [email protected] | From: John Poletti [mailto:[email protected]] Sent: Thursday, December 31, 2015 10:00 AM To: Gerber, Ron Subject: FW: Downtown South San Francisco Final RFQ Submittal Electronic Copy HelloRon, Hereisanelectroniccopy.IwillbedroppingacopyoffonaUSBandalsoanoneboundcopyonMonday. Thanks,andhaveagreatNewYears. John 1 Proposal for: Linden Baden RFQ February 3 2016 Submitted By: MidPen Housing Corporation Proposal to develop a transit-oriented, mixed-use affordable housing community in downtown South San Francisco TABLE OF CONTENTS 1.DEVELOPMENT CONCEPT 2.DEVELOPMENT TEAM 3.PAST EXPERIENCE 4.REFERENCES 5.COMMUNITY OUTREACH 6.GREEN AND ENVIRONMENTAL BENEFITS 7.PREVAILING WAGES 1 1.DEVELOPMENT CONCEPT A. INTRODUCTION MidPen Housing appreciates the opportunity to submit this response to the City of South San Francisco’s Request for Qualifications for the 200 Linden Avenue and 212 and 216 Baden Avenue parcels. In our 45-year history, MidPen has partnered with a multitude of cities, including the City of South San Francisco,to help devise strategies to create much needed affordable housing, as well as further the broader goals set out in specific area plans and community-based planning initiatives. A greatexample of this collaborative approach with cities and communities is 636 El Caminoin South San Francisco,completedby MidPen in 2012.This development is an example of vibrant mixed-use development that furthers the vision of the Grand Boulevard Initiative. We are very excited about the opportunity to partner with the City again on the former City redevelopment site. Our experience working with citieshas taught us that a collaborative approach works best. We engage with local decision-makers and community stakeholders to define priorities, outline funding parameters, and review site development strategies that meet a diverse set of goals and priorities. B.PRELIMINARY PROPOSAL The200 Linden assemblage is an excellent location for a mixed-use transit- oriented development, located inclose proximity to transit, services,and the amenities that come with a vibrant downtown location. We are providinga narrative on our preliminary development concept and look forward to engaging with the Cityfurtheron its visionand goalsfor the siteto refine this concept if selected to move forward. Target Population MidPen Housing is proposing an affordableresidential community with ground floor retail. Based on the size of the site and zoning, we believe we could accommodateapproximately 71units, which would be a mix of 1, 2 and 3 bedroom apartments. We are proposing to serve a mix of incomes, ranging from 30%-60% AMI, asa 100% Low Income Housing Tax Credit project.On the ground floor, we are proposing a vibrant retail frontagealong Linden Ave, likely between 4,000-8,000 square feet.Alternatively, this space could be configured for the City’s IT department office or another City use. This current proposal does not assume replacement of the 63 public parking spaces. If that is a goal of 2 the City, we would need to explore feasibility further, but it would likely necessitate an additional level of parking. Design The project will be responsive tothe design guidelines for the Downtown Transit Core inthe City’s Downtown Station Area Specific Plan. As currently envisioned, the building would have four residential levels over one level of podium parking. There would be ample community spaces and offices for our property management and resident servicesteams. We would propose a reduced residential parking standard of 1:1, as allowed by the City, plus additional parking forthe commercial space. This reduction allows us to maximize the number of new affordable homes downtown and is justified by the strong transit accessand proximity to available public parking. This new housing development will advance the City’s vision of growing the downtown residential population. We will also use this development opportunity to enhance the Linden-Baden intersection.The proposed density assumes the 100 units/acre allowed in the Downtown Transit Core. If selected to move onto the next step of the developer selection process, we look forward to submitting a detailed design proposal. Financing A core MidPen strength is working with local leaders and diverse constituencies to craft financially feasible development proposals that achieve broad public benefit. Critical to that process is the ability to analyze and present a variety of development options and we look forward to engaging in a discussion of those alternatives. MidPen has a proven track record of accessing public and private sources of debt, equity, and operating subsidies to achieve financial feasibility for complex projects. Below is a list of the list of financing sources we would anticipate for this project. Construction and Permanent Debt Given MidPen’s strong balance sheet and exemplary track record, MidPen is able to command top of the market pricing for both debt and equity from the strongest financial institutions in the country. 4% Tax Credit Equity Like the 9% tax credit program, the 4% tax credit program is allocated by California Tax Credit Allocation Committee (TCAC). While the program offers less equity than the 9% program, it has the distinct advantage of being an “over- the-counter” application process. Awards are granted based on meeting certain eligibility thresholds, rather than through competition. MidPen has a depth of experience accessing 4% credits. 3 Our preferred scenario would be to finance this project with 4% credits which are non-competitive. Use of 4% credits reduces timing risks. Generally, the 9% credits raises more equity so would allow us to proceed with fewer soft sources. Since 9% credits are the most competitive funding source and there are only two funding rounds per year, we would also have greater certainty and an earlier completion date if we choose to use the non-competitive 4% tax credits. Should the allocation limit change, making 9% credits more advantageous to the project, we are confident in our ability to win the 9% tie-breaker competition. We have had considerable success with winning the 9% tie-breaker competition in recent years, including most recently in 2015 with the Sequoia Belle Haven and University Avenue Senior Housing projects. Since 2008 there have been sixteen competitive funding rounds for 9% tax credits, and MidPen has secured awards for 20 projects –winning an average of more than one project award per round. Eleven of these project awards were obtained in the Santa Clara-San Mateo County Region Cap and Trade (AHSC) Given theplanned access improvements to the Caltrain Station (pedestrian and bicycle undercrossing), we believe the project is well positioned to compete for funding under the State’s new Affordable Housing and Sustainable Communities program (“Cap and Trade” Funding).This new program will fund housing and transportation projects to support infill and compact development that reduce greenhouse gas ("GHG") emissions. The program provides: Deferred, low interest loans for the construction of affordable housing Grants for housing-related infrastructure, which could include structured parking, as well as offsite improvements such as sewer, water or utility system upgrades, or street and sidewalk improvements Grants for transportation infrastructure projects, which arecapital improvements that result in the enhancement of any of the following: 1) public transit access, 2) pedestrian network, or 3) bicycle network Grants for education, outreach and training programs to support pedestrian activities, bicycling and transit ridership The program is funded from California’s “cap and trade” auction program, and is expected to have from $400 million available in the next round of upcoming funding to be released in 2016.The maximum funding level is $20 million per project.We expect the program to evolve significantly over time, with changes to the scoring system, funding levels and eligibility requirements. Based on the current guidelines, the project could be eligible for up to$9.3M in AHSC funding. If selected as the City’s partner in this development, MidPen will work collaboratively and intensely with the City to program both the housing and 4 transit-related components of this AHSC source to best position the proposed project for award. Summary of City Role in Financing The City’s principal role will be in the land contributionfor the projectthrough a long-term ground lease. After the permanent loan, tax credit equity and AHSC funds,there is a projected gap of approximately $3.3M.This is a very manageable financing gap given San Mateo County’s CDBG/HOME and AHF funding available and existing City resources. MidPen has been very successful with securing County funding for our projectsover the years.We are open to working with the City to analyze mixing moderate income rentals, if that is a policy priority of the City. Other Considerations As mentioned in our RFQ response to the Miller Maple site, if these two projects could be developed together, it would result in a more cost-effective way for the City to increase the supply of affordablehousing.Both projects are feasible as stand-alone deals butwould be more cost-efficient if they could be done in conjunction as a combined scattered site project. This reduces both transactional soft costs and contractor costs. 5 2.DEVELOPMENTTEAM MidPen Housing Corporation is one of the nation’s leading non-profit developers, owners and managers of high-quality affordable housing. In the forty- five years since it was founded, MidPen has developed over 100 communities and 7,500 homes for working and low-income families, seniors and special needs individuals throughout Northern California. Given our deep roots on the Peninsula and in Silicon Valley, the majority of these units are located in San Mateo and Santa Clara counties. MidPen’s developments are award-winning and nationally recognized. MidPen has extensive experience in site acquisition and planning, entitlements, community outreach, design and construction management. The organization has an exemplary track record in securing both public and private funding and proven expertise in positioning projects for long-term financial sustainability. Key to this success is the fact that MidPen invests over $6 million each year in comprehensive on-site support services and programs to help its low income tenants thrive and advance; all delivered through the organization’s staff and a network of over 300 service provider partners. Our commitment to serving low-income residents is supported by our operational and financial strength. In 2014, MidPen’s consolidated total assets grew 5 percent to more than $1 billion representing 89 properties serving over 15,500 low and very low income residents. Additionally, MidPen maintains $69 million in unrestricted cash and liquid investments. These assets provide us with significant resources to manage and maintain our current communities, support new development, and maintain a solid position in the event of economic uncertainty. As a result, MidPen is in an excellent financial position to meet the opportunities presented in this RFQ. As one of the largest and most trusted non-profit developers in Northern California, MidPen has the resources to dedicate staff time and predevelopment funding throughout the planning and developmentphases. These resources ensure that projects are able to move forward and do not get delayed for lack of predevelopment funding or staff capacity. Executive and project staff dedicated to the project include: 6 Executive Team: Matthew Franklin, President, 650-356-2900 Jan M. Lindenthal, Vice President of Real Estate Development, 650-356-2919 Development Team: Nevada V. Merriman, Director of Housing Development,650-356-2915 Alice Talcott, Director of Housing Finance, 650-356-2970 Lily Gray, Senior Business Development Manager, 650-356-2963 (contact during RFQreview process) Matthew O. Franklin Matthew O. “Matt” Franklin joined MidPen Housing Corporation as President in July 2008. Matt is responsible for the strategic direction of MidPen and oversees all areas of the company including real estate development, property and asset management, corporate administration and resident services. Matt came to MidPen from an appointed post as Executive Director of the San Francisco Mayor’s Office of Housing where he coordinated all city housing policy and oversaw the financing for 3,500 new affordable rental units and the compliance monitoring for 24,000 existing affordable units. Matt’s previous roles include Director of California’s Department of Housing and Community Development where he was the Governor’s lead housing policy advisor; Vice President of Emerging Markets for Wells Fargo Home Mortgage where he managed multi- billion dollar programs producing more than 100,000 loans nationwide for low- moderate-income and minority customers; and senior positions at the U.S. Department of Housing and Urban Development (HUD) under President Clinton. Matt currently serves on theBoard of Directors for the National Housing Trust, the California Housing Consortium and the Non-Profit Housing Association of Northern California. He held previous board posts on the California Housing Finance Agency and the California Tax Credit Allocation Committee. Matt received his Masters of Public Policy from the John F. Kennedy School of Government at Harvard University and his Bachelors of Arts in Political Science from Colgate University. He also attended the London School of Economics and Political Sciences. Jan M. Lindenthal Jan is Vice President of Real Estate Development and has over 20 years of experience in community development and affordable housing. Prior to MidPen, 7 Jan was Vice President of Development and Construction at South County Housing where she oversaw production of more than 1,600 affordable housing units at nearly 30 properties, several of which won national awards of excellence. She previously held key roles at the Santa Clara County Housing Authority and the Central New York Planning and Development Board. Jan has a master’s from Tufts University Center for Public Service and a bachelor’s from Hamilton College. Nevada V. Merriman Nevada is a Director of Housing Development and will provide strategic guidance and oversight to the project team throughout the process. Since joining MidPen in 2007, she has contributed to the development of over 1,000 units of affordable housing. One of her current projects is the new construction of 66 apartments for seniors in Foster City, a mixed-use project part of a larger “Town Center” for seniors, which is currently under construction. Nevada understands the financing mechanisms and subsidies needed to develop affordable senior housing and has a depth of experience working and engaging withcommunity members in San Mateo County. Since 2010, she has served on the board of the Housing Leadership Council of San Mateo County. Nevada holds a B.A. from Cornell University. Alice Talcott Alice Talcott is the Director of Housing Finance, where she provides strategic direction on the funding of MidPen’s development and portfolio projects. She has over 20 years of experience in affordable housing development and is an expert in the financing and structuring of rental housing projects. Prior to MidPen, Alice worked for 14 years at Community Economics, where she assisted non-profit developers in the financing and structuring of over 9,000 units of affordable housing in California and Hawaii, including negotiating over $825 million in investor equity for90 projects. Her experience also includes six years at the Mayor’s Office of Housing in San Francisco. She has been an active advocate on statewide housing issues, and has served on the board of the NonProfit Housing Association of Northern California (NPH). She is a frequent presenter at the Housing California and NPH conferences on housing finance issues. Alice received a B.A. in Political Science from Washington University in St. Louis and a Masters of City Planning from University of California, Berkeley. Lily Gray Lily joined MidPen Housing in 2012 as a Project Manager and worked on both rehabilitation and new construction affordable housing projects, including two developments in San Mateo County. She also has project management 8 experience inretail development. Currently, Lily works on business development for MidPen and would be the point person through the RFQprocess. Prior to MidPen, Lily worked in real estate consulting. Lily has a Master of City Planning from Harvard University and Bachelor of Arts from Williams College. OTHER MEMBERS OF THE DEVELOPMENT TEAM Property Management In the mid-1980’s, MidPen formed an in-house Property Management Company, MidPen Property Management. MidPen Property Management owns and manages nearly 7,000 homes in 90 properties. Our management company includes a well-seasoned team with extensive experience in all aspects critical to property management including compliance, operations, training, facility maintenance, and community relations. We take great pride in keeping our communities safe, beautiful, and well maintained for the long term. MidPen Property Management has an excellent track record reflected in the high occupancy maintained across our portfolio. Over the last 12 months, our occupancy has averaged over 99%. MidPen Property Management Corporation currently manages nearly 1,500 units at 24properties across San Mateo County, with nearly 200 units at 4 properties in South San Francisco. Property Management and MidPen Resident Services Staff work side-by-side at our properties to provide comprehensive on-site management and services and have developed a strong rapport and communication systems. MidPen’s approach to property management is based on three core values: Being Good Neighbors: MidPen Management strives to ensure that every community we manage benefits both our residents as well as the surrounding neighborhood. Our staff takes pride in keeping our communities safe, beautiful and well maintained. Enhancing Residents’ Lives: Our staff responds to individual and community needs with a commitment to customer service. Commitment to Sustainable Operations and Maintenance: This includes retrofits to improve building performance, water conservation and indoor air quality; using drought resistant landscaping and green cleaning products; and training residents on environmentally-friendly practices. 9 Contact: Debra Sobeck, Vice President of Property Management, 650-356-2998 Resident Services Resident services for the affordable housing development will be delivered by MidPen Resident Services Corporation (MidPen Services), a 501c3 non-profit affiliate of MidPen Housing. MidPen Services has an overarching goal of helping individuals and families meet needs that go beyond basic shelter by assisting them in achieving self-sufficiency and a higher quality of life. MidPen Services has extensive experience providing services at family, senior citizen, special needs, and single room occupancy properties. Service coordination and programsare tailored to meet the specific needs of residents and usually include after school and summer educational programs; computer learning, financial education, health and wellness, and literacy programs for both adults and children. MidPen not only successfully builds housing, but also provides ongoing services to a broad spectrum of individuals with varying needs. Through its affiliate sister organization MidPen Resident Services Corporation, MidPen provides comprehensive on-site support services and programs to help residents advance; all delivered through the organization’s 65 dedicated services staff and a network of over 300 service provider partners. MidPen’s robust sister Resident Services Corporation sets us apart from other affordable housing developers by allowing us to individualize service programs to meet the unique needs of our residents and the communities we build in. MidPen Resident Services provide on-site services, referrals, social programming and case management to more than 7,000 residents each year. Family Housing Services MidPen Resident Services Corporation delivers onsite programs, education and support to help our residents improve their lives. The Family Services division supports youth and working-age adults by providing assistance in areas including education, health and wellness, and asset building. Services include: Education Out of School Time Programming Educational Support and College Readiness Community Service Leadership Physical Activity Volunteerism 10 Health and Wellness Health Service Coordination Health Supports and Education Nutrition Community Involvement and Events Safety Crisis Intervention Referrals to social services, benefits and resources Asset Building Rental Assistance Lease Education Financial Stability and Literacy Employment Workforce Development Through MidPen Resident Services, thousands of residents perform better in school, learn how to use and apply technology, improve English-language fluency, successfully age in place, receive onsite health screenings, and become more active. They also give back to their communities. Contact: Rick Chapura, Vice President, Resident Services, 650-356-2920 Architect and Engineer If selected to submit a more detailed proposal, at the RFP stage, MidPen would propose a design team. We have a strong pool of designers we have worked with on previous projects that would be a goodfit for this importantdowntown site. Construction Contractor If our proposal were to be selected, typically, we bring on board a contractor after the conceptual design phase of the project. We have 7 projects currently under construction and several more soon to be. Given this pipeline, we have developed strong relationships with a variety of contractors that we would bid this project to. 11 Ownership Entity MidPen Housing is a long-term owner and steward of the properties it develops. The ownership entity would bea wholly-controlled affiliate of MidPen Housing Corporation. Legal Representation MidPen has long relationships with respected attorneys at firms specializing in affordable housing including Gubb & Barshayand Goldfarb & Lipman. Equity and Debt Financing Sources Given MidPen’s strong balance sheet and exemplary track record, MidPen is able to command top of the market pricing for both debt and equity from the strongest financial institutions in the country. Over the past 5 years MidPen has raised and deployed $473 million in debt and equity to develop new affordable housing units and substantial rehabs of existing units. Financial Consultant MidPen has long relationships with financial consultants specializing in affordable housing including Community Economics (CEI)andCalifornia Housing PartnershipCorporation(CHPC). ATTACHMENTS: MidPen Backgrounder MidPen Leadership Team MidPen Property Management MidPen Resident Services 12 Backgrounder/Fact Sheet MidPen Housing was founded in 1970 Mission Organization MidPen Housing Corporation MidPen Property Management Corporation MidPen Resident Services Corporation Key Facts > > > > > > > > > Building Communities. Changing Lives. Building quality, affordable housing and revitalizing communitie Leadership Team Senior Executives Board of Directors Matthew O. Franklin | President Mark Battey | Chairperson Managing Director Matt joined MidPen as President in 2008. A well-known industry l Miramar Environmental, Inc. Beth Bartlett | Vice Chairperson compliance monitoring for 24,000 existing affordable units. Matt Partner Bartlett Ventures of Californias Department of Housing and Community Development lead housing policy advisor; Vice President of Emerging Markets Paul Staley | Vice Chairperson and senior positions at the US Department of Housing and Urban D Independent Real Estate Consultant and Developer School of Government and a bachelors in political science from Monique Moyer | Treasurer Executive Director Port of San Francisco Arthur Fatum | Daniel Seubert | Secretary Attorney Capital Markets for the Low Income Investment Fund (LIIF), one o Heffernan Seubert & French LLP Julia Baigent | Director Corporation, Dun & Bradstreet, MediaLive International, and CNET Attorney bachelors in mathematics from State University of New York and business management at the GE Management Development Institute. Gina Diaz | Director LMS North America Enterprise, Channel & ULA Accounts Richard S. Chapura | Vice President, Human Resources Oracle USA Rick joined MidPen in 2010. Prior to MidPen, Rick founded and ra Erik Doyle | Director Managing Director, Capital Markets received his bachelors in business administration with a focus Therese Freeman | Director President Terry Freeman & Associates, LLC Jan M. Lindenthal | Vice President, Real Estate Development Koonal Gandhi | Director Development and Construction and oversaw the production of more Foundation previously held key roles at the Santa Clara County Housing Auth Kim Le | Director Founder & CEO A2Q2 Service and a bachelors from Hamilton College. Richard Slaton | Director Senior Project Manager Debra Weber Sobeck | Vice President, Property Management Zcon Builders Deb joined MidPen in 2012 with extensive experience in property affordable housing and market-rate communities. Prior to MidPen, Susan Smartt | Director Executive Vice President Related California Holly Vocal | Director nation. Deb is a CPM candidate, has a National Affordable Housin Vice President NAHMA. De La Rosa & Co. Investment Bankers Building quality, affordable housing and revitalizing communitie MidPen Property Management Corporation Providing professional property management since 1981 , MidPen Housing established To maintain the award-winning quality of our developments Being Good Neighbors Enhancing Residents Lives Committed to Sustainability Managing a Diverse Portfolio Population% of Units Families68% Seniors22% SRO5% Special Needs5% up beautifully. I walked through there every day because my daughter attended the onsite day care center. Some of my customers live there. downtown. Every city should have development like this. Peter Cuschieri, owner of Angelicas Bistro, across the street from City Center Plaza, a community owned and managed by MidPen. Onsite Maintenance Team Building quality, affordable housing and revitalizing communitie MidPen Resident Services Corporation Helping our residents succeed and nearly 200 With an annual investment of $5.4 million, an in-house staff of service provider partners, MidPen Resident Services Corporation industry in delivering onsite programs, education and services. a separate 501c3 organization to help over 7,000 MidPen resident Programs that Work We measure every program by its impact. Our goal is to deliver s designed to meet the unique needs of our youth, seniors, working with special needs. Through these dynamic programs, thousands of in school, successfully age in place, receive onsite health screenings, and become more active. communities. Services include: > Homework assistance, literacy development, and academic enrichme > Computer training > Vocational and career development > Fitness and health education programs > > Volunteer opportunities and training Powerful Partnerships and Volunteers We deliver these programs and services onsite in partnership wit award-winning organizations like Second Harvest Food Bank, Parca Medical Center, Wells Fargo Community Development, Samuel Merritt and San Francisco State University Schools of Medicine, and Balanced Therapy. We a to outside organizations that may meet their needs. Additionally volunteer hours annually, provided by both our residents and ext I participate in several healthy aging workshops held at my community including presentations on how to get a more restful sleep, ways to prevent falls and even how to exercise in a chair. Im constantly learning new skills to improve my health and safety and its great that these services are available where I live. Ping Yu, senior resident at Monte Vista Terrace Building Communities. Changing Lives. Building quality, affordable housing and revitalizing communitie 3. PAST EXPERIENCE A. MIDPEN PROJECT EXPERIENCE Over the last five years, MidPen Housing has completed a combined total of 15 projects with 7more under construction. San Mateo County has been and remains a core focus area for us. Several of the projects below in San Mateo County demonstrate our success in competitive processes: for Half Moon Village, our newest senior community in Half Moon Bay, MidPen was chosen by the County to be their partner and help them realize their vision for the Half Moon Bay senior campus. For Delaware Pacific and Alma Point, we were selected by the cities of San Mateo and Foster City respectively. As the premier affordable housing developer in San Mateo County, we have a robust pipeline. Completed Half Moon Village Phase 2, Half Moon Bay 115 units for seniors Half Moon Bay, 2015 Half Moon Village Phase 1, 45 units for seniors Half Moon Bay, 2014 Woodlands, East Palo Alto, 2014 49 units for families Aptos Blue, Aptos, 2013 40 units for families/special needs Delaware Pacific, San Mateo, 2013 60 units for families Sunny Meadows, Freedom, 2013 200 units for families Schapiro Knolls, Watsonville, 2013 88 units for families Manzanita Place, Marina, 2013 66 units for families 636 El Camino, South San Francisco, 2012 109 units for families Cynara Court, Castroville, 2011 58 units for families Station Center, Union City, 2011 157 units for families Main Street Village, Fremont, 2011 64 units for special needs Fair Oaks Plaza, Sunnyvale, 2011124 units for seniors Vista Meadows, Hollister, 2011 72 units for seniors Peninsula Station, San Mateo, 2010 68 units for families 13 In Construction Alma Point at Foster Square, Foster City66 units for seniors 6800 Mission, Daly City 52 units for families Onizuka Crossing, Sunnyvale 58 units for families/special needs Donner Lofts, San Jose 102 units for special needs Sharmon Palms, Campbell 66 family apartments Laguna Commons, Fremont 64 units for families/special needs Fetters Apartments, Sonoma 60 units for families B. PROJECT EXAMPLES Highlighted below are five mixed-useprojects that are particularly relevant to our proposed development for the Linden and Baden site. All of these developments are 100% affordable housing. MidPen was the developer and also provides property management andon-siteresident services. We are committed to long- term stewardship of the properties that we develop. Long-term stewardship of the properties we build is fundamental to our approach. We have our own property management company that provides day to day management of our properties, ensuring that a MidPen Community is a good neighbor. We also have our own resident services company which provides on- site resident services designed to meet the needs of our residents. We believe building the building is the first step; it is the foundation from which our residents can make permanent changes in their lives supported by our management and services staff and programming.Please also see attached property profile sheets for further detail. 14 636 El Camino mixed-use development South San Francisco, 2012 Affordable Family Rentals, 109 Units Total Development Cost: $47,489,776 Tenant Income Levels: 50% AMI Density: 58 units/acre Unit Mix: 1BR 24 2BR 45 3BR 34 3BR TH 6 Commercial Space: 5,735 sf Commercial Tenants: florist, cafe A model for infill development, 636 El Camino transforms a former mobile home park into a vibrant, mixed-use, affordable housing community for families. Situated just one block north of South San Francisco High School, the community includes 109 affordable rental apartments, community gardens, children’s outdoor play areas, a fitness center, a computer lab and 5,700 square feet of retail space on the ground level facing El Camino Real. It is the recipient of two awards: Real Estate Deal of the Year in the Affordable Housing Category from the San Francisco Business Times and the Green Building Award from Sustainable San Mateo County. Located in close proximity to major bus lines, BART, restaurants and shopping, 636 El Camino supports the city’s vision to provide high-density, transit-oriented development along the El Camino corridor. It also furthers the Grand Boulevard Initiative designed to transform El Camino Real into a safe, attractive and welcome place to live, work and play. To encourage pedestrian activity on the Grand Boulevard, the project includes ground floor retail space which houses two successful existing South San Francisco businesses as tenants, a florist and a café. The retail component of this site was a seamless partnership between the City of South San Francisco and MidPen.MidPen designed the retail space and then master leased the space to the City to lease-up. As part of the design, dedicated retail parking spaces, trash service, and other utilities were provided separate from the residential spaces. All residents have access to a robust set of onsite services and programs managed by MidPen Services Corporation. Twenty units are set aside for individuals with mental health challenges who receive additional supportive services managed by the County of San Mateo Department of Behavioral Health and Recovery Services. 15 Peninsula Station mixed-use development San Mateo, 2010 Affordable Family Rentals, 68Units Total Development Cost: $33,074,642 Tenant Income Levels: 30% -60% AMI Density: 68units/acre Unit Mix: 1BR 8 2BR 32 3BR 28 Commercial Space: 2,698sf Commercial Tenants: nonprofit office,hearing aid Peninsula Station, “Pen Station,” which opened in September 2010, is the result of a visionary partnership between the City of San Mateo, the County of San Mateo and MidPen Housing. Conveniently located within a quarter mile of the Hillsdale Caltrain Station and across the street from Hillsdale Shopping Center, Pen Station provides transit-oriented housing to 68 low-income working families who otherwise would not be able to afford to live in the area. The location with strong access to transit allows residents to spend less time commuting and more time with their families, bettering their lives and participating in their communities. Pen Station received the 2011 Green Building Award from Sustainable San Mateo County which reflects the commitment to sustainability shared by all of the key partners. Built on what was once the site of a Good Year Tire Center, Pen Station is now a vibrant, mixed-use community which supports the Grand Boulevard Initiative to transform El Camino Real into a safe and welcoming place to live, work and play. The community space at Pen Station opens onto a large central courtyard with two play areas for children, podium landscaping and space for a community garden. The property features public art including a sculpture by Aaron P. Kerkhove and a mural by Mona Caron.The property also has a computer lab and fitness center and subsidizes transit passes for residents. 16 Station Center mixed-use development Union City, 2012 Affordable Family Rentals, 157 Units Total Development Cost: $61,078,527 Tenant Income Levels: 30%-50% AMI Density: 72 units/acre Unit Mix: 1 BR 33 2BR 74 3BR 50 Commercial Space: 8,600 sf Commercial Tenants: academic program, neighborhood market, cafe In August 2006, a joint proposal between MidPen and Barry Swenson Builders was selected via RFP by the Redevelopment Agency of the City of Union City (RDA) to develop 3 blocks of a 1,200+ unit Transit Oriented Development project located along the eastern side of the Union City BART station. In the midst of entitling this transformative development, the real estate market collapse of 2008 caused Barry Swenson Builders to abandon the market rate housing and left the City at risk of losing State TOD funding it had acquired for key transit improvements. MidPen stepped up and restructured its affordable housing component of the project to preserve the City’s funding and catalyze a new master development. MidPen’s Station Center is a 2.18 acre mixed-use, transit oriented development providing 157 family units, with tenant incomes set at 30%-50% Area Median Income. Station Center also includes 8,600 square feet of retail space on the ground level. This retail space is comprised of 4 bays and currently has leased up an academic program, neighborhood market, and a café. All bays were available to tenants as a cold shell with a tenant improvement allowance. The academic program and café are still under construction. Each retail tenant pays their share of operating costs and Common Area Maintenance charges that are attributable to their space. The collaborative relationship between MidPen and Union City played a pivotal role in the success of the proposed project and resulted in the project winning an international Urban Land Institute (ULI) Global Award for Excellence in 2013. Sustainability and green design is a top priority with Station Center, which has achieved LEED Platinum Certification; and with stores, restaurants, BART and bus lines in close proximity, residents are able to walk and take public transportation. Station District is a model for urban infill development. 17 City Center Plaza mixed-use development Redwood City, 1997 Affordable Family Rentals, 81 Units Total Development Cost: $16,145,651 Tenant Income Levels: 50% and 60% AMI Density: 46 units/acre Unit Mix: 1 BR 20 2BR 32 3BR 22 4BR 7 MidPen Managed Commercial: 1,449 sf Tenant: Childcare Raiser OrganizationManaged Commercial: 16,907 sf Tenants: restaurants, salons, dance studio, offices (insurance and staffing), exercise studio Winner of a Gold Nugget Award from the Pacific Coast Builders Conference and the San Mateo County Sustainability Award, City Center Plaza is a transit-oriented urban village with immediate access to shopping, public services and public transportation. A mixed-use community, affordable apartments and townhomes are on the upper levels with retail shops and restaurants on the street level. City Center Plaza is the result of a public-private partnership between Redwood City, MidPen Housing Corporation, the Raiser Organization, and the residents of Redwood City. After the City assembled several small parcels near the sites targeted for the new City Hall and library, community groups reached consensus in support of the development. City Center combines affordable housing, commercial, educational, and child care uses in an architectural style that complements the new library in an historic building and the new City Hall nearby. A public paseo links the residential, commercial, and civic elements together. The site was acquired through the Redevelopment Authority, and co-developed by MidPen Housing and the Raiser Organization, with MidPen developing 81 units of family affordable rentals, an underground parking garage for the residential units and a childcare center of approximately 1,450 square feet. The Raiser Organization developed and manages the remaining retail spaces. At City Center, residents have easy access to educational opportunities through the nearby library and the University of California satellite campus. There is an onsite childcare facility run by Footsteps Child Care which serves approximately 24 children. They currently serve several families living and working at City Center Plaza. Additional onsite programs and services designed to further help residents advance are delivered through MidPen Residents Services Corporation. 18 Alma Point mixed-use development Foster City, 2015 Affordable Senior Rentals, 66 units Total Development Cost: $31,091,489 Tenant Income Levels: 30%, 35%, 50% AMI Density: 120units/acre Unit Mix: 1BR 66 Commercial space: 10,000 square feet Foster Square will be a new, age-qualified, mixed-use community “Town Center” in the heart of Foster City. Highly social, walkable and full of design-forward planning, Foster Square will feature homes and apartments, creative retail, parks, a public plaza,and 32,000 square feet of retail along 15 acres. The town center includes 155 senior assisted-living units; 200 age-restricted for- sale residences, and Alma Point, 66 affordable apartments developed by MidPen Housing. Alma Point includes ground-level commercial and residential community space, which contain offices and meeting rooms, a computer lab, laundry room, and a balance studio. Residents will enjoy a landscaped terrace and other outdoor areas. The 10,000 square feet of ground floor retail was designed with flexibility for a wide-array of potential tenants and will ultimately be 4-5 retail spaces. Blake Hunt Ventures is the retail broker for the entire Foster Square project. The City has envisioned the ground floor commercial use at Foster Square as a critical component of creating a Town Center with a variety of experiences for the senior residents as well as the greater Foster City community. Apartments will be preferenced for local Foster City and San Mateo seniors; two apartments will be reserved for formerly homeless seniors and five apartments will be reserved for frail elderly residents in connection with the Housing Authority and the Health Plan of San Mateo County. Alma Point offers a continuum of care to address the high costs of living andhealth care for seniors with fixed incomes. Service providers will offer a range of health care services and other supportive programs that residents can access. MidPen Resident Services Corporation will provide additional onsite services –all designed to help the senior residents live healthy, independent lives.Senior services programming utilizes a person-centered approach to care, bringing health care and support closer to residents as no cost to them. Examples of services that will be offered to residents here include: on-site health screens, connecting residents to transportation resources, promoting health through healthy cooking classes, exercise classes, workshops on mental and physical well-being, nutrition, and a host of other topics relevant to seniors. Educational programming promotes enhanced quality of life through field trips to points of interest, skill building through general education classes, community social events, arts and crafts, parlor games, and other coordinated activities that increase vitality and community building. ATTACHMENTS: Property Profiles High Density New Construction Projects 19 636 EL CAMINO MIXED-USE, TRANSIT-ORIENTED FAMILY HOUSING South San Francisco, CA Developer MidPen Housing Corp. Property Management MidPen Property Management Corp. Development Type New construction of residential and retail space Construction Type Residential: Type V construction over concrete podium parking Retail: Type I construction Site Area: 1.88 acres Density: 57.97 units / acre Parking Ratio: 1.77 : 1 225 spaces TypeNo.Size Units (sf) 1 BR24643 - 793 2 BR45788 - 912 3 BR341171 - 1290 3 BR Townhomes61284 TOTAL109 636 El Camino transforms a former Amenities center; playground; tot lot; courtyard; community gardens Services Offered Health and wellness programs Case management for MHSA residents After school programs Summer programs Financial literacy courses Computer training Category from the San Francisco Business Times and the Green Bui Vocational development Connection to community resources Families earning up to 50% of the Area County. Median Income; 20 units set aside for residents with special needs Funders County of San Mateo CalHFA - Mental Health Services Act the citys vision to provide high- Credit Program also furthers the Grand Boulevard Architect BAR Architects Contractor for individuals with mental health challenges who Behavioral Health and Recovery Services. 636 El Camino | 636 El Camino Real, South San Francisco, CA 94080 For more information contact: MidPen Housing 303 Vintage Park Drive, Suite 250 | Foster City, CA 94404 | Tel: PENINSULA STATION MIXED-USE, TRANSIT-ORIENTED FAMILY HOUSING San Mateo, CA Developer MidPen Housing Corp. Property Management MidPen Property Management Corp. Development Type 2010 new construction of residential and retail space Construction Type 4-story, Type V wood frame construction over concrete podium parking Site Area: 1 acre Density: 68 units / acre Parking Ratio: 1.7 : 1 115 spaces TypeNo.Size Units (sf) 1 BR8694 2 BR32971 3 BR281112 TOTAL68 Amenities Peninsula Station , Pen Station, which opened in September 2010, is the center; playground; outdoor courtyards; com- munity gardens result of a visionary partnership between the City of San Mateo, Services Offered Health and wellness programs of San Mateo and MidPen Housing. Conveniently located within a q After school programs Homework clubs mile of the Hillsdale Caltrain Station and across the street fro Summer enrichment classes Shopping Center, Pen Station provides transit-oriented housing t Financial literacy courses Computer training income working families who otherwise would not be able to affor Subsidized transit pass program in the area. Connection to community resources Individuals and families earning between 30% and 50% of the Area Median Income Pen Station received the 2011 Green Building Award from Sustaina Funders commitment to sustainability shared by all of the key partners. Built on what was once the site of a Good Year Tire Center, Pen Station is Corporation now a vibrant, mixed-use community which supports the Grand Boulevard Architect Real into a safe and welcoming Contractor place to live, work and play. The community space at Pen Station opens onto a large central co community garden. The property features public art including a s Peninsula Station | 2901 S. El Camino Real, San Mateo, CA 94403 For more information contact: MidPen Housing 303 Vintage Park Drive, Suite 250 | Foster City, CA 94404 | Tel: STATION CENTER MIXED-USE, TRANSIT-ORIENTED FAMILY HOUSING Union City, CA Developer MidPen Housing Corp. Property Management MidPen Property Management Corp. Development Type New, transit-oriented, high density, 4-story and 6-story family housing with detached garage Construction Type Phase I: Types I & III, wood over concrete podium Phase II: Type V, wood frame Garage: Type I, concrete Site Area: 2.18 acres Density: 72 units / acre Parking Ratio: 1 : 1 157 spaces (plus 117 shared spaces, 10 retail spaces) TypeNo.Size Units (sf) 1 BR33625 2 BR74*875 3 BR501,125 TOTAL157 Station Center is at the heart of the City of Union Citys visio *Includes two 2-bedroom manager units Station District, a vibrant city center bustling with attractive Amenities Community room; computer center and community parks and high-quality housing. In the Station Distric play area; community gardens; swimming income levels live, work, shop and play near public transportati pool; two resident lounges Services Offered This is smart growth at its best.Youth after school & summer programs Financial literacy classes Tutoring Designed by award-winning architect David Baker + Partners, Stat Computer training Nutrition and cooking classes provides workforce housing in an innovative plan that attractive Connection to community resources apartment buildings around common Families earning between 30% and 50% of the Area Median Income areas to create an open feel. The Funders main entrance, a towering open- of the City of Union City arch, reveals a series of unique Housing Authority of the County of Alameda spaces where neighbors gather Chase both indoors and outdoors. There Union Bank Corporation facility, a pool and a community California Tax Credit Allocation Committee Federal Home Loan Bank of San Francisco room for programs and services Architect David Baker + Partners for youth residents and adults. Contractor Barry Swenson Builder Station Center also includes 8,600 square feet of commercial space on the ground level. restaurants, BART and bus lines in close proximity, residents ar Station Center | 348888 Eleventh Street, Union City, CA 94587 For more information contact: MidPen Housing 303 Vintage Park Drive, Suite 250 | Foster City, CA 94404 | Tel: CITY CENTER PLAZA MIXED-USE, TRANSIT-ORIENTED FAMILY HOUSING Redwood City, CA Developer MidPen Housing and The Raiser Organization Property Management MidPen Property Management and Raiser Property Management Development Type New construction: three- and four-story garden apartments and townhouses above commercial space Construction Type Wood and metal frame with composition shingle roofs Site Area: 1.76 acres Density: 46 units / acre Parking Ratio: 1.5 : 1 118 spaces TypeNo.Size Units (sf) 1 BR20500 - 606 2 BR32932 - 930 3 BR221153 - 1184 4 BR71331 TOTAL81 City Center Plaza and the San Mateo County Sustainability Award, is a transit- Amenities Community center; computer lab; onsite oriented urban village with immediate access to shopping, public childcare facilities; playground; outdoor public transportation. A mixed-use community, affordable apartme courtyards Services Offered townhomes are on the upper levels After school programs Computer training with retail shops and restaurants on Financial literacy courses the street level. Connection to community resources Families earning up to 60% of the Area Median Income City Center Plaza is the result Funders of a public-private partnership Transamerica Occidental Life Insurance Company (tax credit investor) between the City, MidPen Housing Corporation, the Raiser Organization, and the residents of Redwood City. Architect BAR Architects (inital design) BDE Architecture After the City assembled several Contractor Raiser Construction Company small parcels near the sites targeted for the new City Hall and new library, community groups reached the nearby library and the City Hall which is just across the pl At City Center Plaza, residents have easy access to educational satellite campus. There is an onsite childcare facility run by F help residents advance are delivered through MidPen Residents Se City Center Plaza | 950 Main Street, Redwood City, CA 94063 For more information contact: MidPen Housing 303 Vintage Park Drive, Suite 250 | Foster City, CA 94404 | Tel: ALMA POINT AT FOSTER SQUARE SENIOR HOUSING Foster City, CA Developer MidPen Housing Corp. Property Management MidPen Property Management Corp. Development Type New construction of mixed-use community as part of a master-developed Town Center for seniors Construction Type Podium - Type V - 4 Stories Plus Site Area: .84 acres including parking Density: 78 units / acre Parking Ratio: .59 : 1 39 spaces TypeNo.Size Units (sf) 1 BR65539 - 636 managers unit1 TOTAL66 Amenities Community room with kitchen; computer lab; storage space; balance studio; open courtyard Services Offered Health & Wellness Programming: Educational workshops Group exercise classes Health fairs/health screens Brown Bag food assistance programs Social Programming: Bingo nights Holiday celebrations Alma Point at Foster Square Other social events Connection to Community Resources will be developed by MidPen Housing. Seniors earning up to 50% of the Area Median Income Funders County of San Mateo ground-level commercial and City of San Mateo a balance studio. Residents will Development Corporation enjoy a landscaped terrace and Architect BAR Architects other outdoor areas. Thirty-nine Contractor parking spaces for residents will be Service providers will offer a range of health care services and other supportive programs th Alma Point at Foster Square | 790 Alma Lane, Foster City, CA 94404 For more information contact: MidPen Housing 303 Vintage Park Drive, Suite 250 | Foster City, CA 94404 | Tel: COMMUNITIES IN DEVELOPMENT 2015-2016 High-Density New Construction Santa Clara CountySan Mateo County FAMILY/SPECIAL NEEDSSENIOR HOUSING Onizuka Crossing - Sunnyvale, CAFoster Square - Foster City, CA INFILL DEVELOPMENTMIXED-USE DEVELOPMENT Santa Clara CountyAlameda County STUDIO HOUSINGFAMILY/SPECIAL NEEDS Donner Lofts - San Jose, CALaguna Commons - Fremont, CA MIXED-USE, TRANSIT-ORIENTED, INFILL DEVELOPMENTINFILL DEVELOPMENT their families COMMUNITIES IN DEVELOPMENT 2015-2016 High-Density New Construction San Mateo CountySan Mateo County FAMILY HOUSINGSENIOR HOUSING 6800 Mission Street - Daly City, CAUniversity Avenue - East Palo Alto, CA MIXED-USE, TRANSIT-ORIENTED, INFILL DEVELOPMENTINFILL DEVELOPMENT part San Mateo County SENIOR HOUSING Sequoia Belle Haven - Menlo Park, CA RE-DEVELOPMENT new construction 4. REFERENCES PUBLIC AGENCY REFERENCES Sandy Council, Director, Neighborhood Improvement & Housing Division City of San Mateo 330 West 20th Avenue San Mateo, CA 94403 (650) 522-7223 [email protected] Recent Entitlements Experience: Peninsula Station (mixed-use affordable family housing) and Delaware Pacific Projects (affordablefamily housing) Mark Evanoff,Deputy City Manager City of Union City 34009 Alvarado-Niles Road Union City, CA 94587 (510)675-5345 [email protected] Recent Entitlements Experience: Station Center(mixed-use affordable family housing) Suzanne Ise, Housing Officer City of Sunnyvale 456 W. Olive Avenue Sunnyvale, CA 94086 (408) 730-7698 [email protected] Recent Entitlements Experience : Fair Oaks Plaza (affordable senior housing) and Onizuka Crossing (affordable family housing) Curtis Banks, Community Development Director City of Foster City 610 Foster City Boulevard Foster City, CA 94404 (650) 286-3239 [email protected] Recent Entitlements Experience: Foster Square Affordable Housing (mixed- use affordable senior housing) 20 FINANCIAL INSTITUTION/LENDER REFERENCES Janet Stone,Housing Policy & Development Manager County of San Mateo 264 Harbor Blvd. #A, Belmont, CA 94002 (650) 802-3396 [email protected] Timothy J. McCann, Senior Vice President, Regional Equity Manager Wells Fargo Bank, N.A. Community Lending & Investment 333 Market Street, 18th Floor MAC# A0119-183 San Francisco, CA 94105 (415) 801-8520 [email protected] Jonathan Klein, Managing Director, Market Manager for Northern California and the Pacific Northwest Community Development Finance Union Bank 200 Pringle Avenue, Suite 355 Walnut Creek, CA 94596 (925) 947-2461 [email protected] 21 5. COMMUNITY OUTREACH Authentic community outreach is foundational to MidPen’s development approach. Our practice is to initiate and maintain clear channels of communication, speaking honestly and frequently with the community, and soliciting and incorporating as much feedback as possible during the development of the building’s design and program. Through experience, we find that consistent and timely communication is instrumental in building and maintaining strong community relationships, not only with the local neighborhood and community stakeholders, but just as important with staff and officials representing the public agencies responsible for regulatory oversight. We sustain this commitment to engage and collaborate with our neighbors and public officials throughout thefull cycle of our work, from initial concept through construction and over the course of operations. For theLinden and Badensite, we will build on this same framework, and will apply a similar approach to assure our plan aligns with community goals. We will establish and maintain direct communications with publicagency staff and officials and downtownneighbors and business owners. To ensure that our work complements and builds on the neighborhood’s vision for the property, we will hold a Town Hallstyle meeting to introduce our team and hear from and dialogue with our neighbors about their vision for the development of the site and any concerns or fears that they may have in relation to its future development. At the Town Hall meeting, rather than arriving with a proposed plan, we will set up stations around the room featuring different members of our team: architect, engineer, traffic consultant, landscape architect, property management, resident services, etc. This gives us the opportunity to talk directly with neighbors and to really focus on their questions and the concerns that will then help inform our design approach. We have found this approach to be highly effective in building trust with the community, and we look forward to directly engaging with the neighborhood in this way. 22 6. GREEN AND ENVIRONMENTAL BENEFITS We have reviewed the City’s Climate Action Plan Measures for new development, and the measures are in alignment with MidPen’s internal design criteria.The proposed project will incorporate a majority of the measures applicable to the development.If selected to move forward, MidPen will address each one of the measures in the RFP, after conferring with our design team consultants. MidPen employs a rigorous design and predevelopment process that ensures efficiency of design, cost-effective construction, and aggressive green building standards. Green building is not something we do as a response to a fad but rather is integral to our planning and design approach. All of our buildings are designed to the same high standards for energy efficient, low water usage, indoor air quality, and maximizing solar energy. Our recent Station Center project was LEED Platinum and all of our buildings are designed to meet a minimum of LEED Gold standards. We have a strong track record of sustainability in San Mateo County and have won the Sustainable San Mateo County award three times for City Center, Peninsula Station and 636 El Camino. The proposed project is committed to follow the best practices in energy- efficiency and green building. The project is an infill development, well-served by transit and services.In addition to this sustainable approach of increasing density in a well-located infill site, green buildingdesign and materials will be incorporated into the project. Energy-efficient and water-saving systems, fixtures, and appliances will be included in the building and individual units.Design decisions will be made, such as solar thermal, using low-VOC paints and including drought-resistant plantings, to provide healthy and quality homes for low-income households and promote the long-run sustainability and operational success of the property. 23 7. PREVAILING WAGE If selected to move forward, MidPen Housing will ensure that the project meets the applicable labor standards requirements. 24 235 Grand Avenue, Suite 203 So. San Francisco, CA 94080 Ph. (650) 873-2738Fax (650) 589-0138 February 3, 2016 Ron Gerber Economic Development and Housing Manager City of South San Francisco, City Hall 400 Grand Avenue South San Francisco, CA 94080 RE: 200 Linden-Downtown Development Opportunity Site Dear Mr. Gerber: I write on behalf of the development team of Qingdao Hisense Real Estate Company Limited (QHRE), the first two words of which are pronounced Ching-Dao High-Sense. I am the Managing Director of Omni Investment Group, which is threpresentative of QHRE for this development project. I thank you for the opportunity to respond to your request for qualifications for the development plan on four parcels located at the intersection of Linden Avenue and Baden Avenue. As demonstrated in the following pages, QHRE is well qualified t QHRE has built more than 70 high-quality residential projects in various cities in Shandong Province, China. QHRE has also developed upscale department stores in Qingdao Hisene Square in Qingdao, and Hotspring dynasty Tourist Resort off the Coast of Mai Dao Island in Shandong, China. During its 20 years of development, QHRE has won many honors for its construction projects and recognized as China Respectable Real Estate Brand Enterprise. The QHRE team here in California includesarchitect, engineer, construction contractor, and property manager who are familiar with South San Francisco and Bay Area developments. Our combined development history and extensive mixed-use experience give us the ability to develop a project that meets your economic and development goals and objectives. Mr. Ron Gerber Page 2 February 3, 2016 Our QHRE development team is the best qualified to develop this project: We have the resources, experience, and expertise to successfully contribute to transforming the downtown area into a robust and economically th destination for nearby residents, other residents of the City, and visitors from elsewhere in San Mateo County QHRE has the financial capacity to fund this project. Its deposit account of $180 million is with Industrial and Commercial Bank of China (ICBC) in Qingdao, China. Sufficient funds have been designated and will be set aside for this development. This fund will be deposited in an account at the Downtown South San Francisco ICBC branch. The architects have extensive experience developing mixed-use properties in the Bay Areas major metropolitan cities of San Francisco, Emeryville, Concord, Livermore, and Fremont. Further details on these projects have been included in our accompanying response. QHRE is known for its strong sense of social responsibility in constructing high quality, eco-friendly housing in compliance with Chinas National Energy Efficiency Policy. QHRE has played a big role in making Qingdao Province in China an environmentally friendly and energy saving region. In short, QHRE has the resources, the professional skill, the wi develop this project at the very highest World-Class level. . We look forward to talking with you. Sincerely, Kenneth Cui Managing Director Qualification for the Acquisition and Development of 200 Linden Avenue and 212-216 Baden Avenue Parcels Qingdao Hisense Real Estate Co., Ltd. February 3, 2016 Presentation of Qualifications Table of Contents I.Development Concept II.Development Team A.Developer B.Ownership Entity C.Architect, Engineer and Construction Contractor D.Legal Representation E.Property Manger and Development Project Coordinator F.Equity and Debt financing Sources G.Development Team Contact Information III.dsk architects References IV.Community Outreach V.Green and Environmental Benefits VI.Area Standard Wages VII.Exhibit A. Projects Designed and Managed by dsk Partners VIII.Exhibit B. Qingdao Hisense Real Estate Co., Ltd Brochure 1 | Page I.Development Concept We are the developer, Qingdao Hisense Real Estate Company (QHRE) to construct a high quality mixed-use complex that would include residential housing, ground level retail space, and a parking structure on t square foot lot at 200 Linden Avenue in downtown South San Francisco. The complex would include, preliminarily, 70 residential units o that cater to the local workforce population and families with l households. These residences will be contemporary style - that is outwardly indistinguishable from market-rate units, but which nevertheless - are affordable by essential workers and professionals such as teache firefighters, police and emergency first responders who wish to community. The ground level retail space will be pedestrian-oriented, storefront style that is suitable for businesses such as health and personal care stores, food service and drinking places catering to the local workforce, small scale food and beverage stores, general merchandise stores to complement downtowns current mix of unique local retailers, or drug stores We will give careful consideration to the priorities identified Francisco Downtown Station Area Plan (Downtown SAP) that calls for attractive pedestrian environment, accessibility improvements, streetscape and greener and healthier development alternatives, and other Sa County requirements. This mixed-use development will build a robust downtown residential environment suitable for younger employees and older retirees who d convenient location. When combined with other downtown project or under consideration, we will contribute to a major transforma downtown area envisioned by the Citys officials and planners. 2 | Page II. (A). About the Developer Hisense Company Limited, the developer was founded in 1969 and i multibillion dollar global conglomerate. One of its subsidiarie Hisense Real Estate Co., Ltd. (QHRE), was established in 1995 as a real estate company located in Shandong Province, China. QHREs middle and -end projects have received many awards. From 2000 to 2010, QHRE won the title of Qingdao Top Ten Prope Operation Enterprises every single year. In 2005, it won the title Excellent Property Operation Enterprise of Shandong Province at the First Exposition of Shandong Province. In 2006 it ranked near the top Influential Property Operation companies of Qingdao, and won th honor of Celebrated Service Brand of Shandong Province, making it the only Property Operation Company in Qingdao to be awarded with this distinction. In its 20 years of operations, QHRE has won the honorary title o 50 Real Estate Enterprises, Chinese Top 50 Urban Operators, Chinese Most Respected Brand Real Estate Enterprises, and Chinese Integrity Enterprises. QHRE has constructed Hisense-Huiyuan community buildings, Hisense- Yandao international houses, Hisense-Qingquan villas, and Hisense information industry communities. In addition to developing hi-end housing, Hisense has developed commercial complexes, such as ups department stores in Qingdao Hisense Square, Hotspring dynasty Tourist Resort in Mai Dao Island off the coast of Qingdao. Additional information about the company, descriptions of develo projects, accolade, and its awards is included in the Appendix o submission. 3 | Page II. (B). Ownership Entity The ownership entity will be incorporated in California as C c anticipated legal name will be Linden Property Development, Inc. provide at a later date the names of the shareholders and their contribution amounts. QHRE, the developer, will be operating under the legal authority of th corporation for the purpose of conducting all real estate transa development in South San Francisco. Once the California Secreta processed the filing, Omni Investment Group, will be retained as the project coordinator and property manager under this corporation. Funds designated for this development will be deposited in an ac Industrial and Commercial Bank of China in South San Francisco. 4 | Page II. (C). Architect and Engineer The proposed architect is dsk architects located at 929 Natoma S 200, San Francisco, CA 94103. dsk will select the sub-consultant design team. OMNI Investment Group, the project coordinator and property manager will join with the arch construction contractor. dsk architechts is a full service design firm based in San Francisco, California For the past 35 years its principals have designed working, lear healing environments with an emphasis on creative and sustainabl The nurturing of communities and their learning environments is a cornerstone of dsk architects design principals. It approaches each project with a unique vision for the particular client while maintaining sensitivity t community and the environment. MARK SEIBERLICH, AIA, LEED® AP Partner Mark is highly regarded for his ability to manage large and comp through all aspects of project delivery. He has worked national internationally with a focus on educational facilities and mix-use projects. Born and raised in Northern California, he has worked with firms based Bay Area throughout his career. He has a Bachelor of Architectu California Polytechnic State University in San Luis Obispo and i the ACEC Senior Executives Institute. AMIR KAKAVAND, AIA MBA, LEED® AP Partner Amirs versatile skills in architectural design are evident in t projects that he has delivered over the past 20 years. He direc design, production and quality of projects while achieving client vision. Prior to the establishment of dsk architects, he acted as Director and several major firms. In addition, Amirs desire to mentor the n architects has been a benefit to several universities where he has taught courses in design. 5 | Page II. (D). Legal Representation The attorney for Linden Property Development, Inc. and for this generally, is James M. Braden. Mr. Braden has 35 years of exper transactional and general litigation work. A copy of his resume is attached. 6 | Page LOJMB AW FFICES OF AMES . RADEN 44 MONTGOMERY STREET, SUITE 1210 SAN FRANCISCO, CALIFORNIA 94104 Telephone (415) 398-6865; Facsimile (415) 788-5605 Cellular (415) 595-4385; e-mail: [email protected] James M. Braden is a 1980 graduate of Harvard Law School, , magna cum laude and a Senior Editor while for the Harvard Law Review. Before law obtained a B.A. in 1972 from Macalester College, and was a Rhodet Oxford University, England. From 1980 to 1981, he clerked for th Justice of the federal Ninth Circuit Court of Appeals. He has 34 experience in transactional and general litigation matters. His the areas described below. Mr. Bradens diverse experience on both the plaintiff and defens of litigation described below uniquely enables him to evaluate c and to bring them to successful resolution. Mr. Bradens extensigation experience complements his transactional practice in enabling hi agreements with the necessary foresight into what will later bec issues in the event of litigation. Business Transactions. Formation of start-up companies and other business entities. Stock option plans, corporate securities issuance (inc offerings), limited partnership offerings, general SEC complianc and related matters. Acquisition and sale of businesses. Business Litigation. Commercial litigation involving banks, buyers, sellers, breach of contract, intellectual property, and other matters. Employment/Labor Law. Employment policies, labor agreements, complex severance agreements. He has represented employers and employees concerning wage claims, disability, racial, age and sexual discrimination. Real Estate Law & Litigation. Land sale contracts. He has represented both plaintiffs and defendants regarding brokerage issues and dispute litigation regarding loans secured by real property. Civil and Criminal Appeals. Extensive experience in appeals for both plaintiffs and defendants in the context of business litigation, employment of law. References available upon request. 7 | Page II. (E). Omni Investment Group is the proposed property manager: Omni Investment Group offers a broad range of services that include real estate consulting on investment and development, buying and sell properties and businesses, property exchanges, accounting, and tax planning. We are experienced in market studies, portfolio analysis, and le We help our clients solve critical and complex real estate issue them into opportunities for growth. We offer our clients a thorough needs analysis and offer responsible and feasible options for how thos managed. We have a long list of satisfied clients who are happy experience, knowledge, and strategic planning services. Our clients include: Business owners, investors, lenders, and corporate real estate groups. Omnis team of associates is comprised of expert investment, a certified public accountant, and enrolled agents. is a well-qualified licensed real estate professional with many years of experience in project development, property management, leasing, and sale of real properties. Management Team: Annie Ching has 23 years of experience in advising developers and investors on projects that have been purchased, built, or sold in San Francisco and the Bay Area. She is also experienced in leasing and marketing apar managing income/expenses related to a budget, and has helped cli negotiation, decision making, and problem solving. She has a pren track record of successfully delivering professional services. Kenneth Cui has 11 years of experience in working with property development firms whose activities include renovation, re-leasing of existing buildings, purchasing of raw land, and sale of improved land or parcels to others. Some of these developers also do construction. He is skilled at crea development and store construction budgets, monitoring for varia developments, and for project management generally. Anna Kiwata has 15 years of experience in assisting real estate clients to attain profitable growth by developing strategy that manages cos and addressing development risks, and evaluating contracts. She knowledgeable in real estate financial analysis to ensure that projects are financially viable and fiscally sustainable. She has been servi with Daly City Hillside Homeowners Improvement Association (HHIA 2001. Part of HHIAs role is to ensure that decision makers in Call and 8 | Page beyond acknowledge and consider the current and future welfare o residents. James Ching has 27 years of experience in coordinating closing of commercial real estate /construction loans. In this process, he communicat borrower, attorneys, title representatives, and construction consultants to assure the loan is closed and documented. He identifies, develo maintains a quality network of business relationships that serve recurring source of referrals for new mortgage lending opportunities. The four Management Team members will handle the following: Coordinating the development project from beginning to end. Developing strategies to achieve desired outcomes for the City a the developer. Communicating progress to the South San Francisco Department of Economic Development and Housing and the project owner. Being the primary contact for this project. Identifying and selecting architect and engineer, and constructi contractor. Negotiating contracts. Working with legal representative on matters concerning this development. Working with architects on community outreach. Monitoring cost and construction progress. Marketing the retail opportunities and tenant prospecting. Marketing and sale of real estates. Performing market analysis, pricing and valuation, and financial evaluation. Keeping all participants and stakeholders informed about project status. Solving problems that may arise at the inception, duration, and completion phases of the development project. 9 | Page II(F)Equity and Debt Financing Sources Qingdao Hisense Real Estate Co., Ltd (QHRE) has the financial ca strength to finance its own real estate developments. QHREs annual average sales amount is about 7 billion RMB (1 billion U.S. Dollars) and its value growth rate in the recent five years reached 67%. In 2009 and 2010 the sales amounts exceeded 4.3 billion RMB (653 million U.S. Dollars) and 5 billion RMB (759 million U.S. Dollars) respectively. Funding for this development project will come from Qingdao Hisense Real Estate Co., Ltd. QHREs operating cash balance as of September 15, 2015 amounted to 1,186,326,000 RMB or (181.6 million U.S. Dollars). See attached bank balance certification. 10 | Page II (G)Development Team Contact Information 1.Qingdao Hisense Real Estate Company Limited Omni Investment Group 235 Grand Avenue, Suite 203 South San Francisco, CA 94081 (650) 873-2738 (FAX) 650-589-0138 Annie Ching, President Cell Phone: (650) 291-9778 [email protected] Kenneth Cui, Managing Director Cell Phone: (415) 812-6338 [email protected] Anna Kiwata, Manager Cell Phone: (650)438-3839 [email protected] [email protected] 2.Architects dsk architects 926 Natoma Street, Suite 200 San Francisco, CA 94103 www.dskarch.com Mark Seiberlich, AIA, LEED AP, Partner Cell Phone: (415) 505-7993 [email protected] Amir Kakavand, AIA, MBA, LEED AP, Partner Cell Phone: (415) 244-6953 [email protected] 11 | Page 12 | Page IIIdsk architects References: John Baker Project Executive, AIA , DBIA, LEED® AP Swinerton Management (415) 710-8059 Client: City of Emeryville and Emery Unified School District Project reference: Emery Center of Community Life (ECCL) David Goldin Chief Facilities Officer (415) 241-6152 Client: San Francisco Unified School District Professional reference for numerous SFUSD projects Simon Lam Associate Vice President Capital Planning, Design Client: San Francisco State University (SFSU) (415) 338-1698 Professional reference for numerous SFSU projects Patrick OKeeffe City Manager for City of Emeryville (408) 437-5400, (925) 997-1153 Client: City of Concord Redevelopment Agency City of Emeryville Projects: Plaza Tower, Senior Housing Tower Emery Center for Community Life Thomas Marshall Senior VP Property (304) 599-0395 Client: Genesis Healthcare Professional reference for numerous Genesis projects Firm profile, experience, and completed projects are attached. 13 | Page IVCommunity Outreach We appreciate the delicate balance that needs to be preserved be market demand and the goals of the neighborhood. We will be sen to the needs of the community, municipal governments, and other stakeholders to ensure that our development offers an integrated mix of housing, entertainment, restaurants, retail, commercial and transportation opportunities that appeal to everyone. In order to foster a collaborative environment between our devel plan and the surrounding community, a community-relations meeting or forum will be established with the major stakeholders in the Dow area. The meeting will provide opportunities for our developmen and the community to share ideas and development impacts. This enable us to fine-tune the development plan to ensure that all components and phasing of the project are consistent with the pr of the stakeholders and the diverse needs of the South San Franc community. dsk architects have extensive experience working with community groups, city council and staff, and stakeholders on the Emeryville Center of Community Life (ECCL) project in the City of Emeryville. The involved the Emeryville City and the Emery Unified School Distri along with its design team Nexus Partners conducted extensive sequence of community meetings in a variety of formats and had facilitato in documenting concerns and preferences. In its Chinese operations, QHRE has conducted predevelopment meetings with local authorities and stakeholders to obtain public feedback regarding the planned development of upscale department stores. This occurred in Qingdao Hisense Square, in the Hisense- Huiyuan Community buildings, and in the Hisense-Qingquan villas. QHRE demonstrated its willingness to accept social responsibility by sponsoring sports activities and doing other work that renovated enhanced the quality of communities. QHREs California agents are members of Omni Investment Group (OMNI). They are members of local and national REALTOR associations ® from which resources are available to enable and assist communit outreach. A member of Omni has experience in working with neighborhood homeowners associations in addressing quality of li issues in the local community. She has been working with groups and individuals, public and private, on civic and social matters, an contributed resources toward projects large and small in shaping Citys general plans and ensuring that association members voic heard. 14 | Page V.Green and Environmental Benefits Our development team is committed to eco-friendly design and construction standards in creating green structures. These incl carbon energy and conservation, including use of solar energy, w source heat pumps, ground source heat pumps, and other kinds of energy conservation technology. These, especially include the technolo polluted water source heat pumping - which could eliminate 100,000 tons of Carbon Dioxide emissions each year, and which is equivalent to the annual planting of 1.25 million trees. We have been selected to build t first three-star green architecture on Mai Dao Island off the coast of Qingdao City in China. The Three Star System is a local green building standard created Ministry of Constructions Green Building Evaluation Standard in China. The evaluation standard rates buildings with a variety of prereq credits in six categories. These categories are land savings and outdoor environment, energy savings, water savings, materials savings, indoor environmental quality, and operations and management. The grant ratings of 1-star, 2-star, and 3-star is similar to the LEED certification of silver, gold, and platinum. We use American architects who are Leadership in Energy and Environmental Design (LEED) certified to ensure that throughout buildings life cycle from design, construction, operation, main through demolition, all work is done in an environmentally respo and resource-efficient way. We will work with the City to fulfill the Citys goals, policies in reducing greenhouse gas emissions and increasing energy effic Our tactics include use of renewable building materials, install energy efficient appliances and mechanical equipment, and use of green options for homes. We also will collaborate with the City in creating commercial sy pedestrian-friendly environment where applicable. Our green building strategy will benefits the environment and reents of South San Francisco by conserving natural resources, enhancing and protecting the propertys natural surroundings, reducing waste, and environmental degradation, improving indoor air quality, and improving health and comfort of residents. 15 | Page VI.Area Standard Wages The development team will comply with California Prevailing Wage and consider the prevailing wage guidelines when making hiring decisions. Good faith negotiation will be made with all the parties involved. The construction manager will seek quality construction workers and skilled laborers they can depend on to complete the on time and within budget. 16 | Page VII. Exhibit A Projects Designed and Managed by dsk Partners 17 | Page dsk architects, san francisco, ca FIRM people leadership phillosophy services PROJECTS CONTACT CLIENT HUB . http://www.dskarch.com/dsk_people.htm[1/16/2016 3:53:47 PM] dsk architects E F S MERYULLERVICE C C OMMUNITYAMPUS City and School Complex Emeryville, California “To create a place where education, community services, arts, and recreation programs are integrated to serve the entire Emeryville community.” This project is one of the most remarkable projects in the California Public School system. It will combine the Elemen- tary School, Secondary School, and Pre-K classroom with the Senior Center and the City Community Services. The passing of State Bill 1080 has enabled this project to move forward. The over arching concepts of 21st Learning Environments are integrated into every aspect of the thinking in this ÐFull Service Community SchoolÑ The project is speci Ü cally em- bracing the concepts of Science Technology and Engineering and Math (STEM) in a holistic way. Although it has a science rich STEAM (add the A for Arts) core the project intends to include the concepts of project based learning campus wide. The collaborative efforts and common goals of the District and Faculty are bringing these concepts to fruition in this 55 million dollar project. The project is funded by a combination of school bonds and allocated redevelopment agency funds. The project includes the expected classrooms for 900 students. A shared gym and pool, school and community multipurpose rooms, athletic and play Ü elds, and science gardens. At the heart of the site is the central court which shifts in use during the day, week- end, and special events with a full supporting exterior stage. The design creates unique spaces for shared and separate uses by students and the public that change over the day. Security, always a primary concern, is addressed in several ways. One of which is strict zoning of the school environment and physically control access onto the school portion of the campus during school hours. Another fundamental project goal is community engagement. The City and the Emery USD speci Ü cally created this project to meet the communityÓs needs and is a direct result of com- munity engagement. The process for ongoing inclusion and outreach to the community throughout the design process remains a core project goal. Consistent with dskÓs collaborative and integrated design approach, this dsk project was being designed by a group called the Nexus Partners. dsk is the Project Architect and Architect of record for the project. collaboration design accountability service VIII. Exhibit B Qingdao Hisense Real Estate Co., Ltd Brochure Qingdao Hisense Real Estate Co., Ltd Brochure Table of Contents Page No. 1. Title page: Logo of Enterprise 2. Slogan of Enterprise 3. Introduction of Enterprise 4. History of Enterprise 3 5. Contribution of Enterprise 4 6. Honor of Enterprise 5 7. Core competitiveness of Enterprise 5 8. Demonstration of Projects 6 Ecology Real Estate 6 6 Up-scale Residence 7 High-end commercial Real Estate 7 Industrialized Real Estate 7 Smart Community 7 Logo of Enterprise It is our endless pursuit to build the most convenient, colorful and comfortable living environment and create the most advanced and ideal life style for our clients. Liu Hao Chairman of Qingdao Hisense Real Estate Co., Ltd Slogan of Enterprise Love is the soul of architecture. Architecture is a business about people and is a central part of their lives. Let us use the views and feelings of people as the starting and ending points of our architecture. What we make is a special commodity. For most a home is the largest purchase in ones life, a place where people spend the majority of their lives. Based on responsibility and love, we build the living space for nearly a hundred years spanning several generations. We believe that the vitality of architecture stems from love and architecture makes our life comfortable and warm. Introduction of Enterprise Founded in July 1995, Qingdao Hisense Real Estate Co., Ltd is affiliated to Hisense Group, which is one of the top 100 enterprises in China. We are a large electric goods manufacturing group. Our company has national first-class housing development qualification, Class-A design qualification, and first-class property management qualification. Qingdao Hisense Real Estate Co., Ltd is dedicated to the development and construction of middle and high-end products, and its projects have received the Luban Award, Guangsha Award and Golden Residential Project Award in Zhan Tianyou General Award for many times. In its 20- tax payer for successive years, and is one of the real estate enterprises with the most powerful comprehensive strength in Shangdong Province. History of Enterprise it has successfully constructed over 70 top-quality projects, with 180,000 property owners and annual development amount reaching more than 3 million square meters and 7 billion RMB of annual sales amount. From 1995 to 2000, the Period of Building the Brand At the beginning of its establishment, Qingdao Hisense Real Estate Co., Ltd overcame general good brand image, and started the transformation from doing the construction projects to bring a full service real estate development enterprise. From 2000 to 2004, the Period of Research and Innovation with a meticulous attitude in the home electrical appliance industry, Hi-Sense has built a good research team, we march ahead of the competition with the development model of - clients. From 2004 to 2007, the Period of Provincial Development Qingdao Hisense Real Estate Co., Ltd successfully transformed itself from an enterprise based in Qingdao city to a provincial one, with its business covering Qingdao, Jinan, Yantai, Weihai, Weifang and Dongying. From 2008 to 2004, the Period of High-end Products Strategy Since 2008, Qingdao Hisense Real Estate Co., Ltd made its way forward with high end products - of world class tailored villas Hisense HUF HAUS, to the birth of Hisense Tianxi, Hisense Tianyue which represent high-end dwellings in China, Hi-Sense has is the leading edge company in Chinas high end market. From 2015 to present, the Period of Innovation and Overseas Development In 2015, Qingdao Hisense Real Estate Co., Ltd expanded its business to overseas market for the first time, exploring using Internet marketing and new technology ton gain market share, which built its competitiveness in the future with core technologies of green architecture, intelligence and clean energy. Contribution of Enterprise Tax payment is a crucial index evaluating the social value of an enterprise. Qingdao Hisense Real Estate Co., Ltd, from paying 686 million RMB in 2010 to 1.221 billion RMB in 2014, has ranked in the top position of tax payment in real estate enterprises in Shandong. Tax payment in 2014 reached 1.221 billion yuan Honor of Enterprise Honor of Enterprise p 50 Urban Operators In 2005, Hisense Real Estate In 2006, Hisense Real Estate Brand Real Estate From 2008 to 2012, Hisense Real Estate In 2010, Hisense Real Estate In 2012, Hisense Real Estate In 2013, Hisense Real Estate Honor of Products In architecture quality in Shandong; In 2002, In 2007, Hisense Golden Valle Honors of Property Service In 2000, Hisense Zhi Quan Mountain Village was honored Community of Bes In 2002, Hisense Beilingshan Community was honored In 2003, Hisense Tower was honored ervice. Core Competitiveness of Enterprise Quality oriented service Hisense Real Estate believes quality and ethics go hand in hand. In 1996, Qingdao Hisense Real Estate Co., Ltd officially released itsQuality Declaration: Ensuring product quality, building without haste, which started its blueprint of high quality, challenging the long existing problem in China of poor quality control. At the end of 2012, Qingdao Hisense Real Estate Co., Ltd made solved the challenge of building It became the first enterprise in the region which challenged this specific problem. Best service and client oriented Since its founding, Hisense Property Management is dedicated to offering the best property management service. In March 2005, Hisense Property Management, with its good reputation, was granted the national first-class real management qualification. In 2013, 400 national service hot line of Qingdao Hisense Real Estate Co., Ltd was launched, which offers one-stop service for complaints, maintenance, advice and consult, bringing Qingdao Hisense Real Estate Co., Ltd into the era of systematic service management. In 2014, Qingdao Hisense Real Estate Co., Ltd carried out its high-end property service strategy, and successfully gained top property service qualification for Tianxi, and Maidao Golden Coast. Embraces innovation and research, and relies on technology isense Group, Qingdao Hisense Real Estate Co., Ltd organizes design teams such as internal research centers, and it's architecture design institute. It actively matches with first rate design resources, and establishes close relation with Huayi Design Co., Ltd in Hong Kong, China, EDSA Design Co., Ltd in the USA, Nikken Design Co., Ltd in Japan, UA Design Co., Ltd in the USA, Aoya Design Co., Ltd in Canada, COX Design Co., Ltd in Australia and Qinghua University. Shoulder social responsibility and build a reputable enterprise Since its foundation, Qingdao Hisense Real Estate Co., Ltd played a crucial role in urban construction, and received recognition of the industry and society. Up to now, its livelihood projects cover a total area of over one million square meters. In addition to the enlarging tax payments, Hisense Real Estate sponsors sports activities, renovates and enhances the quality of communities which have expired the warranty period on a large scale, fully fulfilling its social responsibility. In support contract with over 400 schools in 9 provinces in west China, with a total donation of more than 10 million yuan. In August 2009, Hisense Chenjiaba School in Beichuan County was finished and put into use. There have already been over 50 hope schools donated to by Hisense. Demonstration of Projects Ecology real estate: Hisense·Maidao C district, Hisense·Evian Town Qingdao Hisense Real Estate Co., Ltd actively explores in green low carbon and energy conservation, makes use of solar energy, water source heat pump and ground source heat pump and other kinds of energy conservation technology, especially the technology of polluted water source heat pump, which could reduce the emission of 100,000 tons of CO2, and is equal to the annual planting of 1.25 million trees. In the future, Qingdao Hisense Real Estate Co., Ltd will build the first three star green architecture in the country in Maidao C district. Qingdao Hisense largest sea water and polluted water source heat pump in China, which will take green architecture, intelligence and clean energy as the core technology and build the competitiveness of the final product. Tourism real estate: Hise Putang Resort The development and operation of hotels and tourism related projects was started in 2006. These projects have gained the recognition of the government and proprietors with advanced design Up-scale Residence: Hisense HUF HAUS, Hisense Tianxi, Hisense Tianyue, Hisense Junhui Since 2008, Qingdao Hisense Real Estate Co., Ltd launched its strategy of high-end products, and it has an experienced team for development and management of a complete array of high-end products. Its high-end products represent the top quality of up-scale households in China. High-end commercial real estate No.9, Hisense Plaza Since 1999, Qingdao Hisense Real Estate Co., Ltd engaged in the development of high-end business projects, and it is experienced in the development of high-end commercial real estate and shopping malls. Its commercial projects have gained the recognition of industry insiders and clients. At present time, it actively engages in the development and construction of up-scale office buildings Hisense Nanfang Building and Hisense entrepreneurship center, which cover an area of 800,000 square meters. Industrialized real estateHisense information industry garden, Hisense Silicon Valley Since its foundation, Qingdao Hisense Real Estate Co., Ltd, as the modern real estate industry platform enterprise of Hisense Group, shoulders the construction of industry parks and research centers in various places. Hisense Group has operated many industrial parks without complaint. Furthermore, it is actively promoting the construction of an industry garden of nearly one million square meters. Smart community: Hisense Maidao Golden Coast, Hisense Yandao International Apartment With the rapid growth of the Internet, Qingdao Hisense Real Estate Co., Ltd will transform its marketing strategy with the opportunity brought by the Internet. It aims to resolve the problems of the last kilometer of the life cycle of the citizens, and offers value-added service and outbound resources such as property service, utility, maintenance, after sales service, and domestic service, shopping malls, and delivery. In 2015, Qingdao Hisense Real Estate Co., Ltd will launch the first unit of smart community of Hisense Group. To learn more about our recent projects, please visit us at our website at http://www.haixindichan.com Project Name: Island Lake Family Hisense lake island family inherited the estate 20 years Hisense Seiko quality, the new city north to create a livable eco-city. North Binhai New Area as "owned Bay development," forefront "blue economic zone", is the development of key areas of Qingdao.Hisense lake island family located in Binhai New District core area, the overall area of 78,000 level, flat floor area of 245,000 by 11 high-level, in a building consisting of commercial buildings and a nursery, with you to build the home of the harbor! Hisense lake island real family existing homes, bright bloom, can be delivered in March, there are more than 1,600 owners of a happy life together opened Marina, North mellow Community perfect present. Project adjacent Haiyun Nunnery, four Fang Liqun, Taitung district, bustling living in close proximity; No. M5 subway connecting the east Maidao, Ruichang Road, the main road, Central Bay Expressway, 10 bus routes, a moment direct Shandong Road, Hong Kong Road shopping district; four primary schools, secondary schools located in Qingdao forty periphery, the nearest school to meet the children, and convenience of medical institutions Surrounded life escort. Carefully build the community 30000 level ecological landscape, grouping playing harvest, Takenori, Huaxi other six theme gardens, leisure, fitness, entertainment both Tianranyangba function, so that health and laughter is often accompanied by his family around.88- 140 real level of existing homes, the quality of life choice.Futai 88 flat sun, rational layout, Futai Sanju enjoyment can be obtained.120- 140cozy three-bedroom flat, South transparent, comes with large- scale windows, exquisite interpretation of life under the sun. Project Name: Hisense Lake Island Project Name: Hisense Lake Island Project Name: Hisense Lake Island Project Name: Hisense Austrian Nine Dragon Long Austrian Nine Hisense Hisense real estate development in Jinan, the first commercial complex project, but also real estate in another landmark project after the city of sunshine, contains seventeen years of successful development of Hisense real estate Experience with international advanced business philosophy, carrying Hisense real estate brand develop and heritage in Jinan task. -end office, hardcover apartment, LOFT and Deshang in one of the complex project. The total building area of about 170,000 square meters, the four 20-29 storey building monomers, visual simplicity, the atmosphere, its office products contain 82-350 independent space, according to demand free combination, can be semi-layer, the whole layer later, highlighting the strength of enterprises; apartment units for 45-98 products, famous hardcover, bag check, for easy business, easy to enjoy life experience. rth Jingshi Road, 10 minutes from the city center, 30 minutes to reach the international airport, railway station; south of Long Ao North Road, Travel Road; east of Shun Huanan Road. Efficient transportation network, the project has provided a broad space for development; but also for business customers stationed provides a more smooth driving experience. shared core resource East Extension Strategy - government center, Olympic Sports, cultural centers and other facilities, in the location of the potential, to bring political and business resources to maximize the use of project value and investment value, will become the better choice in the use of resources development of enterprises, will also be a lot of investors. Project Name: Hisense Austrian Nine Dragon Project Name: Hisense Austrian Nine Dragon Project Name: Town of Evian The project is located in Qingdao Laoshan District Four ginger one Bay Area, east of the national 5A Laoshan Scenic Area, west of the old stone tourist park, enjoying Kenneth Hill, Yantai Mountain, Mount Cotton, surrounded by less than 0.5 kilometers from the south of the Yellow Sea, is satisfied that the possession of the wind Water livable treasure. 1400 acres of pure forest, 100 acres of lake clarity, ten thousand ares blue sky, the perfect interpretation of European town mellow life. September 2013 project on the south side of the eight- lane road, Laoshan Island Greenway after the opening, about 20 minutes can reach the Qingdao Municipal Government, enjoying Laoshan CBD, Rita Square 10 minutes carefree living area, pure life infinitely respected calm. Town of Evian total area 480,000 square meters, with a total construction area of 650,000 square meters, is divided into low- density villa architectural form, multi-elevator houses, viewing high- rise. Project development and construction phases, the first to develop two plots Bo Chui and Vera, a total of 440 sets of launch, area range 97-480, in order to facilitate the owners live, Villa plots also feature has become a high-end living within the territory of a rare set of holiday, from live-in-one world-class seaside town, in 2013 won the annual hot real estate reputation. Currently, among the Seiko model open. Project Name: Town of Evian Project Name: Town of Evian Project Name: Town of Evian 170 south spruce avenue, suite 110 south san francisco, ca 94080 200LindenAvenue: .72 ACRES, 33,500 SF DOWNTOWN OPPORTUNITY SITE South San Francisco is known as the ÅIndustrial CityÆ as well as the ÅBirthplace of BiotechÆ. With a history rooted in production and innovation, South Ci location for local businesses to flourish. This property offers close proximity to CalTrain, US-101, multiple BART stations, a workforce of 100,000, and the dowÄGrand Avenue. Keeping with the community-focused mentality of the city, this downtown site presents the opportunity for a multi-use boutique hotel and retail site development that will increase foot traffic and benefit the surrounding businesses. Proferian, LLC has partnered with the Benetti family (Brentwood Finance Company & Brentwood Holding Company), the Guzman construction group and MBH Architects for this development. The Benetti family has over 60 years of contributing to the development of South San Francisco between the partners Joe, John & Ron Benetti. The Benetti family started Brentwood Markets in 1943 and still manages their later venture, Company, formed in 1954,for real estate investments in retail shopping space, residential income, and commercial office and warehouse space in the South S. Miguel Guzman has years of experience in residential, commercial projects. His contribution brings creative and tech-forward thinking to the project. MBH has ample experience in hotel projects and designs throughou Peninsula. Their contribution adds experience and a streamlined This project aims to provide a much needed service that will ben and biotech companies, providing a boutique hotel, placing travellers cl destination as well as within walking distance to local restaura 170 south spruce avenue, suite 110 south san francisco, ca 94080 200 Linden Avenue: DEVELOPMENT CONCEPT Proferian, LLC has assembled a competent team with ample experie with the South San Francisco area and is pleased to submit this -use development plan for the site located at 200 Linden Ã Baden. This development project entails a mixed-use high-density development plan to centrally focus the activity on and around Grand Avenue Ã bringing foot traffic to surrounding businesses in the downtown area with easy access to transit core. This site plan involves the development of a seven-floor, 152-room boutique hotel with retail at street level. -Hotel Unit Total: 152 -30 units per floor -450 sq.ft. average unit size -90 parking units provided (11 surplus); parking ratio 0.42 -10% retail space 170 south spruce avenue, suite 110 south san francisco, ca 94080 © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 Linden Avenue © MBH ARCHITECTS T 510.865.8663 F 510.865.1611 ALAMEDA, CA 94501 SOUTH SAN FRANCISCO, CALIFORNIA 2470 MARINER SQUARE LOOP 200 LINDEN PROJECT NO: XXXXX 19 JANUARY 2016 DevelopmentTeam: OVERVIEW Proferian, LLC (together with its affiliated companies, ÅProferianÆ) is pleasedubmit a preliminary indication of interest (the ÅProposalÆ) to acquire & Linden in South San Francisco, CA (collectively the ÅPropertyÆ San Francisco (ÅSellerÆ). Our Proposal is based on significant work to date on the land and multifamily real estate markets broadly and the San Francisco Ba particular, comparable valuations, and comprehensive constructio financial analysis by our professionals. We believe that our experience, insights, and relationships in these markets, and our capacity to commit significant capital at scale to purchase and uniquely position Proferian to offer a superior value propositio. In addition to value, we believe that our ability to conduct due diligence rapidly and to offer heightened certainty of closing constitute a compelling and diff. Proferian, DEVELOPER Guzman Construction Group, James R. Trout CONTRACTOR Thomas B. Ghaney Miguel Guzman, Project Manager Laura E. Benetti Curtis Gaspard MBH, ARCHITECTS Brentwood Finance Company, John McNulty FINANCIAL PARTNER David Delasantos Joe Benetti John Proctor John Benetti Michael Thomas Ron Benetti Ruth Michael Thomas B. Ghaney Laura Benetti 170 south spruce avenue, suite 110 south san francisco, ca 94080 DevelopmentTeam:PROFERIAN,LLC 170 south spruce avenue, suite 110 south san francisco, ca 94080 Proferian | Developer James R. Trout | Managing Director James R. Trout founded and has served as CEO, President, and CTO of Vantage DC (ÅVantageÆ, $500M market value), a Silver Lake PartnersÈ company, from its inception in 2010. Before Vantage, Mr. Trout served as Senior Vice President, Portfolio Management and Operations with full P&L and investment committee responsibilities for Digital Realty Trust, a NYSE listed real estate investment trust with an $11B market value, and served since its initial public offering in November 2004. Sin Mr. Trout founded and had been a Managing Director of Proferian, partner of Global Innovation Partners (ÅGI PartnersÆ), a $10B private equity fund, with acquisition, leasing and development responsibilities for the company. He has held senior C-level positions in the real estate industry including as Founder estate investment trust, CRG West (c.k.a CoreSite, $1.7B market partner of the Carlyle Group. Prior thereto, Mr. Trout was Founder and President of a real est in Alliance DFW within Ross Perot, Jr.Ès Hillwood Development Co was a founding member of Security Capital Industrial Trust, an ong subsidiary of Security Capital Group, which later launched an initial public o ProLogis ($22B market value), the worldÈs largest publicly trade industrial facilitates globally and a leader in industrial, offind manufacturing facilities. As part of the initial Security Capital Group team, Mr. Trout haland acquisition, development, leasing, market research, product deve operations management roles, domestically and internationally, f multi-family (Archstone), office, retail, and industrial portfolios. As such developer for over one million square feet of mixed used and mul including Archstone projects throughout the United States. Colle Mr. Trout has led in excess of $600M in initial capital raises towards these e partner profits exceeding $1B. 170 south spruce avenue, suite 110 south san francisco, ca 94080 Thomas B. Ghaney | Senior Director Thomas B. Ghaney is one of the founding membersof Proferian, LLC.As Senior Director, Mr. Ghaney is responsible for acquisitions, due diligence and contract negotiations.Before forming Proferian, Mr. Ghaney was a Partner at Thirty33 Legal, LLP where he focused his legal career on corporate, real estate, and tax law. Mr. Ghaney also worked at Enduromax, LLC, an Arizona holding company,as a director where he developed specialty retail concepts, mana several portfolios in excess of $50M, and explored numerous investment opportunities. In addition, he previously managed small business lending at Hudson United Bank. Mr. Ghaney holds a bachelor degree in Economics from the Universrizona, and a law degree and legal masters in taxation from Golden Gate University, School of Law. Mr. Ghaney is qualified to practice law in California. 170 south spruce avenue, suite 110 south san francisco, ca 94080 Laura E. Benetti | General Counsel Laura E. Benetti joined Proferian, LLC from its inception in 2014 as General Counsel, and heads the companyÈs legal and corporate governance practices. Before forming Proferian, Ms. Benetti practiced as a Partner at Thirty33 Legal, LLP located in South San Francisco. While at Thirty33 Legal, Ms. Benetti focused on issues relating to real estate, intellectual property, and corporate law. Ms. Benetti has years of experience as a legal consultant for many of her business clients, and has negotiate and drafted contracts with many Fortune 500 companies. In 2005, Ms. Benetti worked at a boutique Public Relations firm where she focused on brand a protection. Ms. Benetti later worked as the Associate Producer on multiple health related television shows, simultaneously, overseeing everything production. Ms. Benetti also has experience as an interior designer in comme estate and multi-family housing. Ms. Benetti received her J.D. from Golden Gate University, Schoo from Loyola Marymount University. She is qualified to practice l and the District of Columbia. Ms. Benetti also takes time to give back to the community by volunteering with a youth theatre program in Redwood City, CA. 170 south spruce avenue, suite 110 south san francisco, ca 94080 Curtis Gaspard | Vice President After earning his bachelor's degree from the University of Washi finance from Argosy University, Curtis launched his successful career in the world of business. Mr. Gaspard has more than 12 years of experience as an representative and developer of both commercial and residential expertise in site acquisition, development and redevelopment, leasing, property management, and financing. Mr. Gaspard has engaged in the acquis management, and development of multiple real estate projects inc limited too, condominiums, planned unit developments, retail cenldings and industrial buildings. These projects were valued in excess o Mr. Gaspard's experience also includes full on-site project management, construction management, and land development. This experience includes renov modernization and new construction of commercial/residential properties and academic/support facilities. Besides experience in land/use, des construction phasing, he is well equipped to take a project from through finance, construction, marketing, and asset management. Due to his strong record of accomplishment, Mr. Gaspard has built successful and l with owners, tenants, and planning departments in cities across 170 south spruce avenue, suite 110 south san francisco, ca 94080 MBH Architects: Project Team 170 south spruce avenue, suite 110 south san francisco, ca 94080 As one of the founding principals of MBH, John is responsible fo and Client Relations. This requires continued involvement throug all projects, from the conceptual design stages and contract neg John has the responsibility for defining the firms personality, and internal staff development. He has served as Principal in Ch projects and contributes to each of the MBH studios. John is a member of the advisory council for SPUR and serves on Foundation. Also a former Board Member of the San Francisco Chap guest lecturer at the University of California, Berkeley, where Degree in Environmental Design. 200 Brannan John McNulty , San Francisco, CA | Completed 2005 Client: Lennar | 191 units | 116.4 Units per acre | Type I Founding Principal This nine-story residential building is pronounced by the juxtap Architect and glass that cover its facade. Several units have stunning vi Licensed Architect: of the residences have full glass walls that are set at an angle California, C-18129 communal courtyard. Bachelor of Arts, Peninsula Mandalay , S San Francisco, CA | Completed 2004 Environmental Design Client: Myers Development | 112 units | 18 Units per acre University of California This project is a seventeen-story residential tower containing f Berkeley | 1975 panoramic views from the corner units. 150 Powell , San Francisco, California | Completed 2007 Client: Union Property Capitol | 29 units | 67 Units per acr The Odeon, formerly The Elevated Shops, is a six-story mixed-use restoration project. New construction took place behind the faç dilapidated building into a mixed-use project that is accessed b entrance and enclosed courtyard. Neiman Marcus , Walnut Creek, CA | Completed 2012 Client: Neiman Marcus | 87,605 sqft | 2 Stories With gracefully arched roofs wrapping the dramatic Artisan glass design organizes the buildings mass in keeping with its smaller neighbors. At the street level, the facades are punctuated with windows and glass storefronts to promote transparency. Serramonte Corp. Center , Daly City, CA | Completed 2003 Client: Dewey Land Company | 165,000 sqft | Type IIA subterranean parking located on a Hillside overlooking the South building is currently home to Kaiser Permanente. Hilton San Francisco , San Francisco, California | Completed 2012 Client: Hilton Worldwide | 35,000 sq ft Located on an entire block in San Francisco, Hilton undertook a were made to over 35,000 s.f. of public spaces including the ico Ballroom. 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com Mr. Delasantos joined MBH in 1994. He is responsible for all as development from schematic design through construction administr He has developed a comprehensive understanding of the complex sy inherent in numerous project types and is an effective team lead communication skills. Mr. Delasantos was named Senior Associate UC Davis Castilian Hall David Delasantos , Davis, CA | Completed 2014 Client: Yackzan Group | 60 units Studio Director | Architect This project includes two four story buildings with 60 student h Senior Associate (236 rentable beds), the vision for this new graduate student is sustainable place incorporating communal gathering areas, bike s Licensed Architect: courtyards with amenities. California, C-28008 NCARB Certified Ashton , San Francisco, CA | Completed 2009 Bachelor of Architecture Client: Hanover | 191 units | 116.4 Units per acre | Type California Polytechnic This nine-story, residential building exhibits a pronounced juxt University, San Luis and glass that cover its facade. Built on 1.64 acres, this proj Obispo | 1993 116.4 units per acre. Woodmark at University Park , Palo Alto, CA | Completed 2004 Client: Summerhill | 36 units | Type V 1HR over I FR Through the use of varying roof lines and a contemporary interpr in harmony with the well-established sense of community in this neighborhood. Weatherly at University Park , Palo Alto, CA | Completed 2004 Client: Summerhill | 30 units | Type V 1HR over I FR The elements of the California Craftsman Style are distinctive f wood detailing, decks, and porches add a street appeal that emul and Crafts era. Broadway Grand , Oakland, California | Completed 2008 Client: Signature Properties | 132 units | 102 Units / acre This mixed-use project covers an entire city block in Downtown O additional retail space and an enclosed parking facility for use and shoppers. Hilton San Francisco , San Francisco, California | Completed 2012 Located on an entire block in San Francisco, Hilton undertook a were made to over 35,000 s.f. of public spaces including the ico Ballroom. 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com Since joining MBH in 1992, Senior Designer John Proctor has prov numerous flagship projects such as the SF Wax Museum, Broadway G Marcus in Walnut Creek. Johns ability to take a vision or conc sketches of never fails to impress, and is only matched by the t which allows 3D models and renderings to be easily be incorporat documents. Ashton , San Francisco, CA | Completed 2010 John Proctor Client: The Hanover Company | 110 units | 116.4 Units per ac Senior Designer This nine-story, residential building exhibits a pronounced juxt Senior Associate and glass that cover its facade. Built on 1.64 acres, this proj 116.4 units per acre. California College of Arts, Oakland, CA | 1992 1994 AIFS Program through 6701 Shellmound , Emeryville, CA | Estimated Completion 2017 Imperial College Client: Anton Development Co | units 211 London, England | 1991 The design of this 7-story mixed-use residential building takes Emeryvilles industrial past both in terms or form and materials features a central brick veneer-clad spine with appendages exten it and modern amenities including a dog spa, bike spa and two ro contemplate the spectacular views of the San Francisco Bay and B Broadway Grand , Oakland, California | Completed 2008 Client: Signatu re Properties | 132 units | 102 Units / acre This mixed-use project covers an entire city block in Downtown O additional retail space and an enclosed parking facility for use and shoppers. Bay Meadows RES 1 , San Mateo, CA | SPAR approved 2008 Client: Wilson Meany Sullivan | 108 units | 50 Units per acr The RES 1 block is comprised of two building types that share a backdrop, in concert with smaller scaled two and three story tow framing private courtyards. Santana Row , San Jose, California | Completed 2006 Client: F.R.I.T. | 160 residential units | 48 Units per acre MBH created three residential buildings congregated around a lan structural system that employs a prefabricated steel modular sys 150 Powell , San Francisco, CA | Completed 2006 Client: Union Property Capitol | 29 units | 67 Units per acr The Elevated Shops, is a six-story mixed-use historical restorat construction took place behind the façade turning the dilapidate a mixed-use project that is accessed by a soaring lobby entrance courtyard. 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com Michael joined MBH in 2005 as a Project Architect. Since joinin has been the project architect on a multi-family housing develop worked on other multi-family and tenant improvement projects. P MBH, Mr. Thomas has served as project architect on numerous, sin family housing, commercial and hospitality projects in Californi Arabia and the Pacific (Guam and Micronesia). UC Davis Castilian Hall Michael Thomas , Davis, CA | Completed 2014 Client: Yackzan Group | 60 units Project Architect This project includes two four story buildings with 60 student h Associate (236 rentable beds), the vision for this new graduate student is Licensed Architect: sustainable place incorporating communal gathering areas, bike s California, C-05924 courtyards with amenities. Master of Architecture Willow Glen Place , San Jose, California | Completed 2007 University of California, Client: Toll Brothers | 204 units | 23 Units per acre | Ty Berkeley | 1968 Located in the coveted Willow Glen neighborhood of San Jose, the Bachelor of Architecture Bungalow style Willow Glen Place is a collection of 39 luxury to University of California, 165 condominiums centered around two lush courtyards. Berkeley | 1964 Alexan Lights , Oakland, California | Building Permit approved 2009 Client: Trammel Crow | 142 units | Type V A / I A landscaped courtyards located at the second level, allowing clea neighborhood from all living units. St. Claire , San Jose, California | Adaptive Reuse | Completed 2009 Client: Saritoga Capital | 36 units | Type II-FR and V The project is a rehabilitation of a Historic City Landmark. It and used as interior unit doors. Morrison Park , San Jose, California | Permitted 2012 Client: AvalonBay | 250 units | Type V A/I A This project is nestled in an older San Jose neighborhood bringi to the community by providing a mix of townhomes and low-rise hi housing. The site consists of 5 four-story over one-story podiu three-story townhomes over single car garages. Rowhouses at Vista Montana , San Jose, CA | Permitted 2009 Client: Castle Group | 450 units | Type V A and amenities. 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com Ruth Michael is an accomplished Job Captain, who has proved her Previous to joining MBH, she worked on a variety of luxury singl dwellings, and commercial projects in high-end residential secto industry. With field experience in rehab and retail build-out pr projects throughout Chicago, she joined MBH in 2011. With MBH, ground-up large-scale housing projects, the complete renovation South San Francisco, and the interior design and space planning has been commended for her exceptional leadership, communication while guiding her team through projects. Higby Ruth Michael , Berkeley, California | Estimated Completion 2015 Client: Gerding Edlen Job Captain Associate Berkeley. With one and two bedroom unites and inviting common ar creates a place that is both home and a gathering space. Walking Master of Architecture craft breweries, celebrated restaurants, organic markets, Higby University of Illinois, amenities with accessibility to endless cultural activities. Chicago | 2009 Morrison Park , San Jose, California | Permitted 2012 Client: AvalonBay | 250 units | Type V A/I A Bachelor of Art and This project is nestled in an older San Jose neighborhood bringi Architecture to the community by providing a mix of townhomes and low-rise hi University of Illinois, housing. The site consists of 5 four-story over one-story podiu Chicago | 2007 three-story townhomes over single car garages. Rowhouses at Vista Montana , San Jose, CA | Permitted 2009 Client: Castle Group | 450 units | Type V A and amenities. Westborough Square , S. San Francisco, CA | Construction until 2014 Client: Colliers International | 9.5 acres This complete renovation will have a neighborhood feel with comp total of 98,900 square feet of retail will be incorporated in th Rabobank Headquarters , Roseville, California | Completed 2014 Client: Rabobank | 50,475 sqft | Tenant Improvement The Rabobank Headquarters, a four-story tenant improvement, is a example of a collaborative work swolution. With a splash of the environment. 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com Development Team: GUZMAN CONSTRUCTION GROUP 170 south spruce avenue, suite 110 south san francisco, ca 94080 Miguel Guzman | Project Manager Miguel has been in the industry for over 23 years, working his way from starting as a project engineer to managing projects on an executive level. He is strongly committed to new and emerging technologies and his creativity and forward thinking management style strengthen the projects he oversees. Guzman Construction Group intimately focuses MiguelÈs experience and drive for building in the Bay Area into client-based services with attention to detail that results in cost effective construction because of its creative approach as abuilder and network of subcontractors. MiguelÈs experience spans many market segments, including both a and market rate housing as well as education, where he has spearhead projects at University of San Francisco, St. MaryÈs College of CA, Sacred Heart Cathedral Preparatory, and De La Salle High School. In recent years, Migue was instrumental in growing CahillÈs healthcare practice, building a team that is experienced and knowledgeable in healthcare construction and OSHPD compliance who recently completed the 90,000 s.f. Medical Office Building at Stanford University Medical Center. Mr. GuzmanÈs qualifications include: Sustainable Construction Healthcare (OSHPD 1, 2, 3) (LEED) Pharmacy, Clinic, MRI, Cath Lab Type I, II, III, V Senior Housing Occupied Renovation Independent Living/Memory Care Renovation, Seismic & General S/LBE & Local Hire Affordable Housing Local Transit Coordination (MUNI) Market Rate Condominiums Educational Historic Renovation Hospitality Design-Build Performing Arts Center His track record of repeat clientele is a testament to client satisfaction. MiguelÈs passion for education and at risk youth is a reflection of his involvement with community-based organizations. He served on the De Marillac Academy Advancement Council and also serves on the Sacred Heart Cathedral Prep Building Committee. Miguel is also a member of SPUR, Cal Alumni Society, ULI and SEAHe has also participated in the San Francisco Chamber of Commerce Leadership Program. 170 south spruce avenue, suite 110 south san francisco, ca 94080 DevelopmentTeam:BRENTWOODFINANCECOMPANY 170 south spruce avenue, suite 110 south san francisco, ca 94080 BrentwoodFinance|Family Office Brentwood Finance Company is a privately held, family run enterprise with over 60 years of business experience in the Bay Area. BrentwoodÈs portfolio spans the Unit estate holdings throughout California, Colorado, Indiana and parts of the South. In addition to itÈs real estate holdings, Brentwood houses various recently has developed a commercial lending office and purchased-5 Regional Center located in California. Brentwood was founded by the Benetti Family in the 1950Ès, starting with Brentwood Markets, a grocery business located in Northern California, and rapidly expanding to big box stores in the same area. The Benetti Family later sold these markets to Safeway, leading to Brentwooddiversifyingits portfolioand laying the groundwork for what Brentwood is today. Brentwood is now led by Laura E. Benetti, the third generation Benetti to carry the Brentwood banner. 170 south spruce avenue, suite 110 south san francisco, ca 94080 Past Experience 170 south spruce avenue, suite 110 south san francisco, ca 94080 The Benetti family history is deep-rooted in South San Francisco. The BenettiÈs started Brentwood Markets, Inc in 1945 and quickly expanded to include 1 Conventional Stores and three Pak-n-Save Warehouse Super Stores. The company sold to Safeway in 1983. The other family venture began in 1954 with -run company, Brentwood Holding Company. Brentwood Holding Company operates in Real Estate Investments in shopping space, residential income, and commercial office and warehouse space in the greater Bay Area and outside of California. Today, Brentwood Holding Company is still owned and managed by the Benetti FamilyÃ being passed down from generations. Between the current Benetti Family managing Brentwood Finance Company, there is overs of experience in the Bay Area business communityÄfocusing on South San Francisco. Brentwood and the Benetti family are excited to get back into developing in South San Francisco, bringingthe opportunity for small businesses to thrive by providing a ce boutique hotel putting travellers in the heart of the city, benethe whole surrounding area. 170 south spruce avenue, suite 110 south san francisco, ca 94080 Jim TroutÈs Notable Projects Residential Senior Management/Developer for Archstone, Fairstone at Riverview, Salt Lake City, UT (with retail) The Legends at River Oaks, Sandy, UT (with retail) Various other projects in the 4 corner states and Texas Retail Pavilion at San Jose, San Jose 350 Cermak, Chicago Hotel Homestead Village, Properties in multiple states, (~360 Keys) Security Capital Group later acquired by Extended Stay America 170 south spruce avenue, suite 110 south san francisco, ca 94080 MBH Architects: Select Project Experience 170 south spruce avenue, suite 110 south san francisco, ca 94080 project experience project experience project experience project experience project experience project experience project experience project experience project experience project experience project experience Mr. Guzman has served as a Vice President, Project Executive, Senior Projec Project Manager, and Project Engineer on previous projects. Notable Projects Hunters View - Block 7 & 11 - San Francisco Scheduled Completion: 2/16 Redevelopment of a 22.5-acre site into approximately 700 units of public and market rate housing. The development is divided into 3 phases to minimize relocation of the existing residents. Drs. Julian & Raye Richardson Apartments - San Francisco Completion: 4/12 120 studio rental units for low-income and formerly homeless. Includes retail space, offices and tenant common areas, landscaped courtyard, living roof deck, and space for a social- venture bakery & cafe that provides employment training and jobs to building tenants. Stanford Hospital & Clinics - Redwood City Physical Therapy & Infusion Clinic Completion: 8/13 Tenant improvement of the third floor of Building B at the Stanford Medicine Outpatient Center, Redwood City. The new space is an Outpatient Physical Therapy Clinic and Outpatient Infusion Therapy Center. USF - Lo Schiavo Center for Science Innovation - San Francisco Completion: 9/13 New state of the art science building (laboratories and classrooms) located in the center of the occupied main campus. Excavation of two basement levels in serpentinite rock, a landscaped plaza roof, and an above-grade 3 story wing. Sacred Heart Cathedral Preparatory - Sister Caroline Collins, De Paul Campus Theater - San Francisco Completion: 10/10 New 11,000 s.f. Performing Arts Theater, dressing rooms, music classrooms and courtyard improvements in addition to a new 4- stop elevator within the existing footprint to accommodate ADA needs and life safety upgrades to pre-existing De Paul Campus (approximately 28,000 s.f.). 170 south spruce avenue, suite 110 south san francisco, ca 94080 References Kimpton Hotels 415.397.5572 Cesar Herrera, Sr. Director, Construction & Pre-Opening San Francisco Office of Community . 415.749.2593 Investment and Infrastructure Raymond Lee, Contract Compliance AvalonBay Communities .. 408.551.5525 Jeff White, Senior Development Director Dewey Land Company .. 650.571.1010 Richard Dewey, President 170 south spruce avenue, suite 110 south san francisco, ca 94080 Client Testimonials MBH is a key critical member of the design and construction tea during design coordination meetings, identifying potential issue They are proficient in providing high quality drawings that are leave little room for interpretation, are quick to respond to su are instrumental in helping to clarify any questions that might have great respect for MBHs expertise and value our relationshi - Frank Naliboff, President, Dickinson Cameron For MBHs work on the Tesla Showrooms and Service Centers, they proved their understanding of the importance of reflecting our b the space. They work hand in hand with our in-house design team, documentation at the start of the project, and guide a process t to completion. We rely on MBH to solve permitting and technical challenges in o and small. We enjoy close collaboration with their team, and of work as contractors in our office to ensure clear communication between the teams. MBH is a trusted and reliable partner of Tes - Christy Ortins, Design Manager, Tesla Motors, Inc. MBH and their team of Architects and Designers were key members development team for Epic Roasthouse and Waterbar. The two projects had several significant challenges, both due to the complex and often political aspects of the entitlement proce job of coordinating the geotechnical and structural components w objectives. These were challenging projects, and we consider MBH Architects and indispensable member of the design/development team. - Pete Sittnick, Managing Partner, Pat Kuleto Restaurants always willing to go the extra mile to get through landlord, de issues to get the projects completed on time. - Bruce Tanner, P.F. Changs China Bistro professional and thorough in their approach to projects when faced with unusual challenges, they step up and work with team to work through them - Rick Story, Story Construction 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com When (we) chose MBH, our expectations were high and they never only were the solutions to a complex historic structure creative execute. The collaboration among the design team members, other our general contractor was excellent. Not only did their team m also took to heart the suggestions and came back with even bette - Richard Dishnica, President, The Dishnica Company Ive worked with MBH Architects for over 20 years. First as th Corporate Architecture and Construction at Gap, and then again a Construction at Limited Brands. Ive depended on MBH to produce and services. I look forward to continuing working with MBH on their skill set, integrity, and commitment to excellence to prod projects going forward. - Mike McKown, Head of Retail Development, Design, and Construct MBH has been instrumental to the success of our company. They challenge with a can-do attitude, and run every job with a true - Richard Dewey, President, Dewey Land Company We have worked with many Architects over the years, and have fo to be the most professional, and a pleasure to have on the Desig They understand how to balance all aspects of a project, includi client program, budget, schedule, and the permit/entitlement pro unexpected challenges, they have the resources to do what is nec and get the job on track. - Chris Torre, President, C.J. Torre Construction Co. Inc. MBH has minimized development costs with a smart, creative, and open minded design approach that allows us to continue to evolve - Harald Hermann, President, Yard House Restaurants Whiting-Turner Construction was awarded the bid for the new Tar worked with MBH Architects. Their team used an integrative techn which expedited the process and minimized complications for our and, ultimately, costs for the client. MBH and consultants crea model along with the documentation, and were able to closely coo team resolving design issues for the building before constructio During construction MBH and Whiting-Turner collaboratively used detection on further refined assemblies provided by our subcontr coordinated efforts resulted in reliable digital models from all depicted built conditions at the end of the project and minimize RFIs. Our experience with MBH was that of a smoothly run team w approach to 3D technology. - John Whiteneck, Senior Project Manager, The Whiting-Turner Con 960 atlantic avenue alameda, ca 94501 510 865 8663 mbharch.com Community Outreach Proferian will solicit and incorporate relevant input for the Project utilizing: City staff comments from planning and community development Community meetings held at the Project site to elicit local resident and business opinions on project design and right of way usage Meetings with PG&E and other utilities coordinating engineering s Meetings with local developers incorporating consistent design and access elements. 170 south spruce avenue, suite 110 south san francisco, ca 94080 Green and Environmental Benefits Our goal for sustainability is to provide an integrated approach to only economically feasible, but also is environmentally and socially responsible. We embrace our obligation to participate in sustainable design and construction. As we strongly believe in industry-wide social responsibility to move towards healthier buildings, our company participates in the process and the cost to become a LEED Accredited Professionals. The team organizes study groups that have access to an extensive library that house all the study mat prepare for becoming a LEED AP. While the LEED accreditation is an important tool for the architect to have, we push our staff to go beyond the LEED benchmark and consider how to develop market innovation in sustainability. Part of that responsibility is educating clients on our industry collaborating with the client to identify the protocols that balance client needs with environmental stewardship. Each project requires an understandin environmental context. As a key example of the use of LEED in modern building design, J venture, Vantage Data Centers had LEED accredited professionals on staff driving industry leading energy efficiency and building material re-use practices. The company was able to obtain LEED Platinum ratings for four technology real estate facilities - three of which in Santa Clara, California and one in Quincy, Washington - the first ever directed effort towards LEED Platinum accreditation of its type 170 south spruce avenue, suite 110 south san francisco, ca 94080 Area Standard Wages Proferian will agree to Area Standard Wages in its contractor ement practices for the Project. All previous projects used prevailing wages(including steel/structural, wood-working, finishes, and MEP). See past experience for listed projects. 170 south spruce avenue, suite 110 south san francisco, ca 94080 MEMORANDUM: TO:Ron Gerber Economic Development and Housing Manager City of South San Francisco FROM:Jan Lindenthal SUBJ:Response to Request for Information DATE:April 4,2016 The purpose of this memo is to address the additional information requested in your letter from March 30, 2016. Please indicate if the project is proposed to be exempt from property taxes. MidPen Housing is proposing an affordable housing community with ground floor retail for the 200 Linden site. To the extent that units are below 80% of AMI, that portion of the building would qualify for the Welfare Tax Exemption through the State Board of Equalization and would not pay general property taxes. However, the Welfare Tax Exemption does not apply to Special Assessments and those would be paid by the project. The retail portion of the building would not be exempt from property taxes. To the extent that the City is interested in seeing moderate income units above 80% of AMI, the portion of the building represented by those units would not be eligible for the Welfare Tax Exemption. CONFIDENTIALITY NOTICE : This e-mail (including attachments) may contain information that is confidential, proprietary or legally privileged. If you are not the intended recipient, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete the message IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or ma The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location. 1 2 References for dsk architects John Baker Project Executive, AIA I DBIA I LEED AP Swinerton Management (415) 710-8059 Client: City of Emeryville and Emery Unified School District Project reference: Emery Center of Community Life (ECCL) David Goldin Chief Facilities Officer (415) 241-6152 Client: Professional reference for numerous SFUSD projects Simon Lam Associate Vice President Capital Planning, Design Client: San Francisco State University (SFSU) (415) 338-1698 Professional reference for numerous SFSU projects (925) 997-7753 [email protected] Clients: City of Concord Redevelopment agency City of Emeryville Projects: Plaza Tower, Senior housing tower Emery Center for Community Life References for Qingdao Hisense Real Estate Development (QHRE) 1Mr. Shouhu Yu, Project Manager Tel+8618669757999(China) Jiangsu Construction Engineering Group Co., Ltd(JSCE) http://www.jsce.com.cn/en/index/index.asp About JSCE JSCE is a First Class builder in China. It has constructed the comprehensive capacity of high-rise buildings, large industrial plants, and public facilities with first-class decoration, large-scale municipal engineering, environment landscape engineering, and electrical and mechanical equipment installation projects. JSCE has undertaken many large-scale important projects, including the Olympic Games and WorldExpo, many of which have been awarded "Luban" Cup, "Yangzi" Cup, "the Great Wall" Cup, "the Mountain Tai" Cup, "Magnolia" Cup and "Golden-steel" Cup. Qingdao JSCE has been the general contractor for several high profile projects for Hisense Real Estate Development since 2012. 2Zeang Li, Project Manager Tel+8613506393038(China) United Design Group Co., Ltd.(Qingdao) http://www.udg.com.cn/en/aboutus.asp About UDG United Design Group Co. Ltd., Shanghai or UDG is a comprehensive design company founded together by the UDG of USA and architects in China. UDG is individually registered in Philadelphia and Shanghai with branches in Beijing, Nanjing, Ningbo, Qingdao, Chongqing, Shenyang, Wuhan, Zhengzhou, Ningbo, Xi'an, Hefei and Chengdu region, with plans for more branches in Chengdu, Zhengzhou, Xi'an, Hefei, Kunming and Wuhan. UDG was founded in year 2001. With hundreds over projects built locally and overseas. To date, there are more than 2,500 professionals, many from around the world, working in UDG; among them, 75% are of senior or intermediate level qualifications. They are experienced architects, engineers, planners, landscape architects, interior designers, and project managers; and internationally, they are from Canada, Finland, France, Germany, Malaysia, Philippine and UK. Qingdao Hisense Real Estate UDG has been one of the leading design team for Development since 2011. 1 |Page1 References for Qingdao Hisense Real Estate Development (QHRE) 3: JinTang Lang, Project Manager Tel: +8613706211608 (China) Gold Mantis Interior Design http://www.goldmantis.com/jtl2013/en/home.asp About Gold Mantis Gold Mantis has the world's largest interior design team with more than 3,000 persons (including over 1,000 foreign designers). The Company also has a team with over 600 Grade I and Grade II registered architects and project managers, which guarantee sufficient talents for the effectiveness and quality of each project. In 2012, the company purchased the world-renowned top international hotel design company - American HBA, which will further enhance and consolidate the company's leading advantage in the design and construction of high-end markets. Qingdao Hisense Gold Mantis has been one of the leading interior designing team for Real Estate Development since 2000. 2 |Page2 1 C©t"Barnard,Julie"<[email protected]> 5·;t Tuesday,March29,2016at4:48PM t ThomasGhaney<[email protected]> /-t"Greenwood,Alex"<[email protected]>,"Gerber,Ron"<[email protected]> {Ò,;-·t 200LindenRFILetter:Proferian DearThomas, PleasefindattachedtheRFIletterregarding200Lindenforyourreviewandresponse. Thehardcopywillfollowin·©©Þxmail. Best, Julie Main Direct | 2 200 Linden/212 & 216 Baden Confidential Information Request Confidential Real Property Negotiations April 8, 2016 at 12:00 p.m Please return via email or hardcopy to by . C/O Meyers Nave 575 Market Street, Suite 2080 San Francisco, California 94105 Attn : Steve Mattas [email protected] 415.421.3711 Site Background : The 200 Linden and 212/216 Baden properties are a high priority for development given their potential for transit oriented development and high visibility. The project is expected to be of high quality and design and will be reviewed by the Design Review Board, Planning Commission, and City Council. Approval of sale of the property will be by the Successor Agency and the South San Francisco Oversight Board. City of South San Francisco Developer Successor Agency Sites: Development Type Address APN Provide a brief description of the proposed development 200 Linden 012334130 including the proposed uses, the proposed total amount of 200 Linden 012334160 development broken down by use type, numbers of units, 216 Baden 012334030 square feet, and massing. 212 Baden 012334040 Site Information Condition of Site at Conveyance Alta Survey Developer to acknowledge that it will accept the HazMat Study (Phase 1) property AS IS. Height (floors) Height Proposal: 65 feet allowed by right per DSAP Zoning 85 feet possible with discretionary approval Developer to provide proposed height of building(s). pursuant to South San Francisco Zoning Code Financial Information Required from Developer 1.Price offered. Must state fixed amount Developer proposes to pay for the properties. State whether payment of prevailing wage is proposed. 2.Deposit Amount(s) State deposit amount proposed, deposit schedule and whether deposits are refundable or non-refundable. 3.: as percent of total development cost (including soft and hard construction costs and proposed allocation of equity and debt for the proposed project. City of South San Francisco Developer Successor Agency Schedule Developer shall propose. 1.Due Diligence Period. 2.Proposed schedule for entitlements & project consideration by City. 3.Proposed schedule for start and completion of construction. 4.Proposed schedule for close of escrow. Project Amenities Developer shall state any unique or special amenities provided. Parking Developer shall confirm that all proposed uses are parked on-site as required by code. 2629519.1