REQUEST FOR STATEMENT OF INTEREST AND QUALIFICATIONS for PROFESSIONAL REAL ESTATE DEVELOPMENT CONSULTING AND PLANNING SERVICES

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1 Feasibility Study Cmmittee Saint Spyridn Greek Orthdx Church Saint Spyridn Hellenic Fundatin REQUEST FOR STATEMENT OF INTEREST AND QUALIFICATIONS fr PROFESSIONAL REAL ESTATE DEVELOPMENT CONSULTING AND PLANNING SERVICES January 26, 2009 January 30, 2009 INTRODUCTION The Parish Cuncil f Saint Spyridn Greek Orthdx Church (the Church) and the Bard f the Saint Spyridn Hellenic Fundatin (the Fundatin) are seeking qualified cnsultants r cnsultant teams t submit a Statement f Interest and Qualificatins demnstrating their ability t perfrm a develpment suitability, ecnmic analysis, feasibility, and site develpment study (Feasibility Study). The subject f the prpsed Feasibility Study is the prperty almst entirely wned by the Church and the Fundatin cmprising apprximately 3.4 acres in the San Dieg City cmmunity f Nrth Park The prperty is the entire city blck bunded by Park Bulevard t the nrth and west, Cypress Street t the suth, and Indiana Street t the east. It is anticipated that the intervening alley will be vacated as part f the develpment prcess. It is the Church and Fundatin s intentin t redevelp the prperty tgether t accmmdate the present and future needs f the Saint Spyridn Church Parish including: Expansin f the existing church r the cnstructin f a new church. Cnstructin f cmmunity facilities such as an assembly/banquet hall, meeting rms, administrative ffices, etc. t accmmdate the ministries f the Church and activities and events f the Parish Cmmunity. Prvide facilities and venues fr utdr cmmunity activities and events. Cnstructin f educatinal facilities t accmmdate parchial educatin and cultural educatin prgrams. Develp market rate and/r affrdable/subsidized and/r senir citizen multifamily husing as an incme surce (rental and/r fr-sale). Develp cmmercial/retail/ffice space as an incme surce. Prvide adequate parking. BACKGROUND Saint Spyridn Greek Orthdx Church was funded in 1927 and has been lcated n the site f the prpsed develpment since In 1982 the parish frmed the Saint Spyridn Hellenic Fundatin, a nn-prfit fundatin charged with prviding husing fr senir citizen members f the cmmunity and planning fr the future needs f the cmmunity. Since that time the Church and the Fundatin have had as a gal the acquisitin f the all f the parcels n the subject blck. This gal is within ne prperty f being accmplished. The Church and the Fundatin nw cllectively wn all f the parcels n the blck with ne exceptin. Acquisitin f this parcel is anticipated within the next year r s.

2 In Nvember f 2008 a jint cmmittee, the Feasibility Study Cmmittee (the Cmmittee) was frmed. The Cmmittee is cmprised f the Parish Priest, three members f the Parish Cuncil f the Church, three members f the Bard f the Fundatin plus ne at-large member f the Parish. The Cmmittee was charged with the task f retaining a cnsultant r cnsultants t perfrm a feasibility study and t manage the prcess f cmpleting the study. PURPOSE AND PRELIMINARY SCOPE OF SERVICES The purpse f the study is t assist the Church and Fundatin in making a decisin n the future dispsitin f its hldings. The cnsultant r cnsultant team will be tasked t perfrm a cmprehensive financial analysis/develpment feasibility study f multiple develpment scenaris fr the prperty including develpment phasing that accmplishes in the best way pssible, the gals f the Parish listed in the intrductin. The study must take int accunt existing uses and existing financial cnstraints. In additin t the main fcus f the study, which is t analyze the pssible develpment f the site by the Parish and Fundatin fr use by the Parish, the study will als analyze, in a less in-depth manner, the feasibility f alternative scenaris wherein the Church and cmmunity wuld purchase additinal prperty n adjacent blcks r relcate t anther yet-t-be determined lcatin. Relcatin wuld be facilitated thrugh either, 1) the sale f the existing hldings r, 2) the develpment f the existing hldings, in rder t finance the acquisitin and develpment f the yet-t-be determined new lcatin. QUALIFICATIONS OF CONSULTANT OR CONSULTANT TEAM Cnsultants r cnsultant teams are expected t have expertise in all disciplines necessary t perfrm financial analysis/develpment feasibility studies f multiple develpment scenaris including develpment phasing taking int accunt existing uses and existing financial cnstraints. Qualified cnsultants r cnsultant teams will have credentials in civil engineering, sils engineering, real estate valuatin, land use planning, public relatins, real estate law, envirnmental analysis, urban design, architecture, cnstructin cst estimating, prject management and financial analysis. The cnsultant r cnsultant team must als have expertise in and knwledge f ptential funding surces and scenaris. Disciplines, areas f expertise and experience f the cnsultant r cnsultant team shuld include the fllwing: 1) Ecnmics/Finance a) Market analysis b) Real estate valuatin c) Cnstructin cst estimating d) Estimating financial returns (surces and uses/prfrma analysis) e) Financing and funding strategies and alternatives including need fr spnsr generated philanthrpic funding. f) Gvernment spnsred funding and/r financing 2) Envirnmental a) Envirnmental issues and their ptential impacts including traffic impacts, cmmunity character, etc. b) Sils and gelgic cnstraints including the existing identified UST. 3) Site Develpment/Redevelpment a) Utility and infrastructure relcatin and imprvement

3 b) Site planning c) Architectural prgramming d) Cnceptual planning e) Right-f-way vacatin (existing alley) f) Church and cmmunity facility planning g) Residential develpment (market rate and subsidized) h) Mixed-use develpment (institutinal/residential/cmmercial) i) Prject phasing 4) Regulatry Planning/Cmmunity Planning a) Land use regulatins including cmmunity plan implementatin and zning b) Cmmunity planning issues c) City planning staff d) Density bnus (affrdable husing/senir citizen husing) e) Shared parking f) Apprval prcess and strategies g) Public relatins issues and strategies 5) Develpment Entity a) Alternatives fr pssible develpment entity structure b) Legal and financial 6) Prject Management a) Develpment timelines b) Prject phasing AVAILABLE DOCUMENTS (attached) Aerial Pht/Ownership Map OVERALL SELECTION PROCESS It is the intent f the Cmmittee t slicit Statements f Interest and Qualificatins frm several cnsultants r cnsultant teams thrugh this RFQ. Frm respnses t the RFQ a shrt list will be develped. The cmmittee will prepare a Request fr Prpsals and will select a limited number (3 t 5) f cnsultants r cnsultant teams wh respnded t the RFQ ( shrt list ) wh will be invited t respnd t the Request fr Prpsals (RFP). Based n the respnses t the RFP the Cmmittee will cnduct interviews f shrt listed cnsultants and cnsultant teams. The cmmittee will then select ne cnsultant r cnsultant team and engage in negtiating a scpe f wrk and fee. Based n the Cmmittee s judgment if negtiatins are nt successful negtiatins with the next ranked respndent will be initiated, etc. SELECTION CRITERIA Applicants shuld include dcumentatin f qualificatins and experience that clearly represent the activities listed in the Scpe f Services. Specific respnses will be reviewed mre carefully than thse that stress breadth f experience r general qualificatins. Majr cnsideratins in the selectin prcess will include: 1. Demnstrated firm r team staff experience in successfully cnducting develpment suitability, ecnmic analysis, feasibility and site develpment studies fr similar prjects. 2. Prven capabilities fr prviding creative slutins. 3. Demnstrated firm r team experience and qualificatins listed abve.

4 4. Demnstrated ability t prvide a number f different services utilizing in-huse staff r the ability t cmpile and manage a multi-discipline team. 5. Prven capabilities fr prviding respnse t client/prject needs and successfully prviding required deliverables within specified timelines. 6. Demnstrated firm and staff knwledge with lcal regulatry requirements and lcal cmmunity planning issues. SELECTION PROCESS TIMELINE RFQ Sent Out/Advertised January 26, 2009 STATEMENT OF INTEREST AND QUALIFICATIONS DUE in Respnse this RFQ February 10, 2009 Ntificatin f Shrt List Abut February 24, 2009 RFP Issued t Shrt List Abut February 24, 2009 Prpsals Due in Respnse t RFP Abut March 24, 2009 Interview f Shrt Listed Respndents Abut March 25, 2009 Ntificatin f Apparent Selected Cnsultant Abut April 7, 2009 Negtiatin and Award Abut April 10, 2009 REQUESTS FOR CLARIFICATION In rder t ensure a fair and bjective and rderly RFQ prcess and evaluatin, all questins and inquiries related t this RFQ shall be addressed by n later than 5:00 PM February 5, 2009 t: Art Balurdas AIA Saint Spyridn Hellenic Fundatin art@hampstead.cm All questins and inquiries will receive an respnse by 5:00 PM, February 9, N phne inquires please. SUBMITTAL PROCEDURE Cnsultant Statement f Interest and Qualificatins in respnse t this RFQ must be received at the church ffices n latter than 2:00 PM, March 8 February 10, 2009 Mailing Address: 3655 Park Blvd. San Dieg, CA

5 Delivery Lcatin: Church Office in the Educatinal Building lcated n Indiana St next t the parking lt acrss the alley frm the rear f the Church. Address submittals t: Feasibility Study Cmmittee St. Spyridn Greek Orthdx Church SUBMITTAL FORMAT Prvide eight(8) bund cpies. Index all submittals with TABS labeled per the lettered Categries B thru F belw. A. Cver Letter (maximum 1 page) a. Describe the firm r team s interest, particular abilities and qualificatins as they relate t the prject. B. General Infrmatin (maximum 1 page) a. Describe the firm r team in general terms. Its make-up, size, lcatin, philsphy, histry, etc. C. Relevant Experience (maximum 4 pages) a. Shrt, fcused paragraphs in a summary frmat by tpic that address the qualificatins listed abve. D nt include general infrmatin. D. Relevant Prject Experience (4 t 6 prjects, maximum 12 pages) a. Prvide wrk prduct examples f relevant prject as applicable with brief descriptive text. b. Briefly state the relevance f each prject example including: i. Prject name ii. A descriptin f the prject iii. Scpe f services prvided by the firm iv. Client name and cntact infrmatin E. Key Team Member Summary (maximum 2 pages ttal) F. References (5-7 names, titles, current address and phne numbers) In additin, a digital (PDF) versin n CD, r a cpy by t art@hampstead.cm, is appreciated.

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