2012 08 08 RFQ Real Estate Analysis & Financial Consulting (La Quinta)ATTACHMENT 3
Lori World
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Lori Lafond
Wednesday, August 08, 2012 11:54 AM
'libby@seifel.com'
Deborah Powell
FW: City of La Quinta - Request for Qualifications
Request for Qualifications 8-12.pdf
Recipient
'libby@seifel.com'
Deborah Powell
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Delivered: 8/8/2012 11:54 AM
The City of La Quinta is seeking real estate and financial analysis services related to the City's economic
development and housing initiatives and programs.
You are receiving this Request for Qualifications because your firm is on the City of La Quinta's Consultant
Registry or because of your firm's known expertise in the field.
The attached Request for Proposals contains further detail. The City is looking for firms with proven
municipal experience to provide services on an as needed basis. Statements of Qualifications are due on
Wednesday_,_August 22, 2012 by 5:00 p.m.
Should you have any questions or need further information, please contact Debbie Powell, Economic
Development/Housing Manager, at (760) 777-7073.
Gorr Gafond,, Kvcutive Assistant
City of £a Quinta —City Wanager's C}ffice
760-777-7.108
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REGISTRY LIST - Request for Qualifications
Real Estate Analysis/Fiscal Consulting Services
Company
Name
Email
Phone
Address
City
State
Zip
Economic & Planning Systems
Russ Powell
rpowell@epssac.com
916-285-1951
2295 Gateway Oaks Dr #250
Sacramento
CA
95833
Affiliated Research Economics
Affiliated Research Economics
liliya@affiliatedrecon.com
818-745-9585
1545 N. Verdugo
Glendale
CA
91208
Tall Man Group
lon McMillen
jorimcmillenf grnail.cam
760.212.232.2
9548 Vesta Aleta
Valley C,
CA
92M
Seifel Consulting
Elizabeth Seifel
gtrimble@seifel.com
415-618-0700
221 Main Street, Ste. 420
San Fran.
CA
94105
Keyser Marston Assoc.
Gerald Trimble
Infosd@keysemrston.com
619-718-9500
1660 Hazel Cfrcfe N.
San Qre*p
CA
92108
Kosmont Companies
Larry Kosmont
kosmont@kosmont.com
213-417-3300
865 S. Figuroa St., Ste. 3500
Los Angeles
CA
90017
Gafrn
Yehudi Geffen
Wepsoe@gafcon com
519.231-6100
701 B Street _
San �o
CA
92W1
Urban Ana lytics
David Mealy
info@uallc.com
415-584-5534
582 Market St., Ste. 1002
San Fran.
CA
94104
Los Anger
CA
90Q33
Twmweff
Urban Futures, Inc.
Marshall Linn
raette@urbanfuturesinc.com
714-283-9334
3111 N. Tustin Ave., Ste. 230
Orange
CA
92865
City of La Quinta
Request for Qualifications to Provide
Professional Real Estate Analysis Services
The City of La Quinta seeks Statements of Qualifications from Professional Real
Estate and Financial Analysis firms with proven municipal experience to provide
services.
SERVICES REQUESTED, BUT ARE NOT LIMITED TO:
• Economic Development. Real Estate analysis; financial analysis,
property acquisition and disposition services; assist with
implementation of the City's Economic Development Plan* and
strategies; project proposal and pro -forma analysis; assist with
developer negotiations and agreement structuring.
r Affordable Housing. Real estate analysis; property acquisition and
disposition; structuring and implementing the Housing Authority's
affordable housing strategies; project proposal and pro -forma analysis;
assist with developer negotiations and agreement structuring;
*The City's Economic Development Plan is available on the City's website
(www.la- uinta.or — business page?.
Proposal format
Statements of Qualifications must be mailed to the City along with a letter of
interest. Packages are to be submitted to the City on or before 5:00 p.m.
Wednesday, August 22, 2012. Proposals received after the deadline shall not be
accepted. Qualification packages including a letter of interest shall be delivered to:
Debbie Powell, Economic Development/Housing Manager
City of La Quinta, City Manager's Office
78-495 Calle Tampico
La Quinta, CA 92253
A proposal outlining the consultant's fee schedule shall be submitted with the
Statement of Qualifications.
Consultants are encouraged to keep their qualifications brief and relevant to the
specific work required.
1. Statement of Qualifications
(a) A listing of proposed project personnel, including resumes for
principals.
(b) Consultant's experience with similar work, including names
and current phone numbers of reference for listed projects.
(c) Specific experience with municipal government.
2. Fee Schedule
The consultant is to submit a detailed fee schedule and identify the
non -personnel expenses that you seek reimbursement for.
Selection Process
The Statement of Qualifications and letter of interest will be reviewed by a
Consultant Selection Committee. The Committee will rank the consultants and
may or may not elect to interview the candidates.
The City will conduct contract negotiations with the top ranked firm. The
successful consultant will be expected to enter into the attached Professional
Services Agreement.
Anticipated Schedule
• Issue Request for Proposals
• Qualification Statements Due
• City Council Consideration of
Professional Services Agreement
City Rights and Options
August 8, 2012
August 22, 2012
September 18, 2012 or
October 2, 2012
The solicitation does not commit the City to award a contract, to pay any cost
incurred with preparation of the proposal, or to procure or contract for services or
supplies. The City reserves the right to accept or reject any or all submittals
received in response to this request, to negotiate with any qualified source, or
cancel in whole or part this process in its sole and absolute discretion. Subsequent
to negotiations, prospective consultants may be required to submit revisions to this
submittal. . All person or entities responding to this Request for Qualifications
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should note that any contract pursuant to this solicitation is dependent upon the
recommendation of the City staff and the approval of the City Council.
The City reserves the right to postpone selection for its own convenience, to
withdraw this Request for Qualifications at any time, and to reject any and all
submittals without indicating any reason for the rejection. As a function of this
Request for Qualifications process, the City reserves the right to remedy any
technical errors in the response to this Request for Qualifications and modify the
published requested services. The City reserves the right to request that specific
personnel with specific expertise be added to the project team, if the City
determines that specific expertise is lacking. Qualification statements and other
information (except for proprietary financial information) shall not be returned.
The City reserves the right to abandon this Request for Qualifications process
and/or change its procurement process for the contract at any time if it is
determined that abandonment and/or change would be in the City's best interest.
The City will not be liable for any costs or damage arising out of its response to
this Request for Qualifications
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