HC 03-10-2022 Amended Searchable PacketCITY OF CUPERTINO
HOUSING COMMISSION
AGENDA
This will be a teleconference meeting without a physical location.
Thursday, March 10, 2022
9:00 AM
Amended
Amended at 2:11 p.m. on March 4th, 2022 to update item #1 draft minutes removing broken hyperlink and
added the "Housing Commission Proposals for FY 2022-23 City Work Program" to the draft minutes.
TELECONFERENCE / PUBLIC PARTICIPATION INFORMATION TO HELP STOP THE
SPREAD OF COVID-19
In accordance with Government Code 54953(e), this will be a teleconference meeting
without a physical location to help stop the spread of COVID-19.
Members of the public wishing comment on an item on the agenda may do so in the
following ways:
1) E-mail comments by 5:00 p.m. on Wednesday, March 9 to the Commission at
housing@cupertino.org. These e-mail comments will be received by the Commission
members before the meeting and posted to the City’s website after the meeting.
2) E-mail comments during the times for public comment during the meeting to the
Commission at housing@cupertino.org. The staff liaison will read the emails into the
record, and display any attachments on the screen, for up to 3 minutes (subject to the
Chair’s discretion to shorten time for public comments). Members of the public that wish to
share a document must email housing@cupertino.org prior to speaking.
3) Teleconferencing Instructions
Members of the public may observe the teleconference meeting or provide oral public
comments as follows:
Oral public comments will be accepted during the teleconference meeting. Comments may
be made during “oral communications” for matters not on the agenda, and during the
public comment period for each agenda item.
To address the Commission, click on the link below to register in advance and access the
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Housing Commission Agenda March 10, 2022
meeting:
Online
Please click the link below to join the webinar:
https://cityofcupertino.zoom.us/webinar/register/WN_Dqq-NGw7TnO8mVwvvEFzwQ
Phone
Dial: (669) 900 6833 and enter Webinar ID: 944 7631 0687 (Type *9 to raise hand to speak)
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Or an H.323/SIP room system:
H.323:
162.255.37.11 (US West)
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Meeting ID: 944 7631 0687
SIP: 94476310687@zoomcrc.com
After registering, you will receive a confirmation email containing information about
joining the webinar.
Please read the following instructions carefully:
1. You can directly download the teleconference software or connect to the meeting in your
internet browser. If you are using your browser, make sure you are using a current and
up-to-date browser: Chrome 30+, Firefox 27+, Microsoft Edge 12+, Safari 7+. Certain
functionality may be disabled in older browsers, including Internet Explorer.
2. You will be asked to enter an email address and a name, followed by an email with
instructions on how to connect to the meeting. Your email address will not be disclosed to
the public. If you wish to make an oral public comment but do not wish to provide your
name, you may enter “Cupertino Resident” or similar designation.
3. When the Chair calls for the item on which you wish to speak, click on “raise hand.”
Speakers will be notified shortly before they are called to speak.
4. When called, please limit your remarks to the time allotted and the specific agenda topic.
ROLL CALL
APPROVAL OF MINUTES
1.Subject: Approve the January 13 Housing Commission minutes
Recommended Action: Approve the January 13 Housing Commission minutes
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Housing Commission Agenda March 10, 2022
A - Draft Minutes
POSTPONEMENTS
ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to address the Commission on any matter
within the jurisdiction of the Commission and not on the agenda. Speakers are limited to three (3)
minutes. In most cases, State law will prohibit the Commission from making any decisions with respect
to a matter not on the agenda.
WRITTEN COMMUNICATIONS
PUBLIC HEARINGS
OLD BUSINESS
NEW BUSINESS
2.Subject: Election of Chair & Vice Chair
Recommended Action: Elect a Chair and Vice Chair of the Housing Commission
3.Subject: Commission Meeting Schedule
Recommended Action: Determine Housing Commission Meeting Schedule for 2022
4.Subject: Selection of consultant Rise Housing for the City’s Below Market Rate (BMR)
Housing Program Administration funded through the City’s BMR Affordable Housing
Fund (AHF).
Recommended Action: 1. Adopt Resolution No. 22-02 recommending approval of the
consultant Rise Housing for BMR Program Administration to City Council for final
adoption.
Staff Report
A - Draft Resolution 22-02
B - RFQ BMR Program Administration
STAFF AND COMMISSION REPORTS
FUTURE AGENDA SETTING
ADJOURNMENT
In compliance with the Americans with Disabilities Act (ADA), anyone who is planning to attend this
teleconference meeting who is visually or hearing impaired or has any disability that needs special
assistance should call the City Clerk's Office at 408-777-3223, at least 48 hours in advance of the
meeting to arrange for assistance. In addition, upon request, in advance, by a person with a disability,
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Housing Commission Agenda March 10, 2022
meeting agendas and writings distributed for the meeting that are public records will be made available
in the appropriate alternative format.
Any writings or documents provided to a majority of the members after publication of the agenda will
be made available for public inspection. Please contact the City Clerk’s Office in City Hall located at
10300 Torre Avenue, Cupertino, California 95014, during normal business hours.
IMPORTANT NOTICE: Please be advised that pursuant to Cupertino Municipal Code section
2.08.100 written communications sent to the Cupertino City Council, Commissioners or City staff
concerning a matter on the agenda are included as supplemental material to the agendized item. These
written communications are accessible to the public through the City’s website and kept in packet
archives. Do not include any personal or private information in written communications to the City
that you do not wish to make public, as written communications are considered public records and will
be made publicly available on the City website.
Members of the public are entitled to address the members concerning any item that is described in the
notice or agenda for this meeting, before or during consideration of that item. If you wish to address the
members on any other item not on the agenda, you may do so during the public comment.
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CITY OF CUPERTINO
Agenda Item
22-10572 Agenda Date: 3/10/2022
Agenda #: 1.
Subject: Approve the January 13 Housing Commission minutes
Approve the January 13 Housing Commission minutes
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City of Cupertino
10300 Torre Avenue
Cupertino, CA 95014
(408) 777‐3308
ACTION MINUTES OF THE REGULAR MEETING OF
THE HOUSING COMMISSION HELD ON JANUARY 13, 2022
CALL TO ORDER
Vice Chair Parish opened the meeting at 9:00am.
Commissioner Gandikota departed from meeting at 11:00am.
ROLL CALL
Commission Members present: Tessa Parish, Vice Chair
Govind Tatachari, Commissioner
Sue Bose, Commissioner
Siva Gandikota, Commissioner
Commission Members absent: Connie Cunningham, Chair
Staff present: Kerri Heusler, Housing Manager
Gabriel Borden, Senior Housing Planner
APPROVAL OF MINUTES
1. Subject: Approve the December 9, 2021 Housing Commission meeting minutes.
Recommended Action: Approve the December 9, 2021 Housing Commission meeting minutes.
Bose moved and Tatachari seconded.
AYES: Parish, Bose, Tatachari
NOES:
ABSTAIN: Gandikota
ABSENT: Cunningham
VOTE: 3‐0‐1‐1
ORAL COMMUNICATIONS
None
WRITTEN COMMUNICATIONS
None
OLD BUSINESS
None
NEW BUSINESS
2. Subject: Discuss potential City Work Programs Proposals for Fiscal Year (FY) 2022‐23
Recommended Action: Recommend potential City Work Program proposals for FY 2022‐2023,
identifying the top three proposals, limited to no more than five.
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Staff member Heusler provided a presentation and answered questions from Commissioners. Member of
the public Jennifer Griffin spoke regarding the Westport project’s Below Market Rate units and the
potential for student housing. Member of the public Liana Crabtree spoke regarding the complexities of
student housing, proposal benchmark best practices with other Cities, and the proposal to acquire
duplex or single‐family home housing, and to determine who the property owners are for potential
housing development area.
Commissioners recommended the Housing Commission Proposals for the FY 2022‐23 City Work
Program (attached).
Bose moved and Parish seconded.
AYES: Parish, Bose, Tatachari
NOES:
ABSTAIN:
ABSENT: Cunningham, Gandikota
VOTE: 3‐0‐0‐2
3. Subject: Election of Chair & Vice Chair (Postponed)
Recommended Action: Elect a Chair and Vice Chair of the Housing Commission
STAFF UPDATES AND COMMISSION REPORTS:
Staff member Heusler provided information about the following items:
Monthly Mayor’s Meeting‐ Tatachari will attend February, Gandikota attended the February
meeting
City Council agenda items
FUTURE AGENDA (limitation, cannot discuss)
None
ADJOURNMENT:
The meeting was adjourned at 11:12am to the next regularly scheduled Housing Commission meeting.
Respectfully submitted:
/s/Gabe Borden
Gabe Borden
Sr. Housing Planner
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Priority Project/Task Project Objective
5
Consider options to develop ELI and BMR housing units for
Developmentally Disabled individuals on City-owned
property along Mary Avenue as well as the Outback
Steakhouse location
FY 21-22 City Work Program
2 Homeless Jobs Program FY 21-22 City Work Program
3 City Plan to End Homelessness FY 21-22 City Work Program
4 Housing Programs for De Anza College Students FY 20-21 City Work Program (continue)
1
Create plan 1. for the City to purchase or lease very low or
low income rental housing units to include seniors and
developmentally disabled. 2. focus on removing obstables
to development
Provide 5 City owned or leased housing
units for very low and low income
households
Housing Commission
Proposals for
FY 2022-2023 City Work Program
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CITY OF CUPERTINO
Agenda Item
21-10201 Agenda Date: 3/10/2022
Agenda #: 2.
Subject: Election of Chair & Vice Chair
Elect a Chair and Vice Chair of the Housing Commission
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CITY OF CUPERTINO
Agenda Item
22-10454 Agenda Date: 3/10/2022
Agenda #: 3.
Subject: Commission Meeting Schedule
Determine Housing Commission Meeting Schedule for 2022
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CITY OF CUPERTINO
Agenda Item
22-10511 Agenda Date: 3/10/2022
Agenda #: 4.
Subject: Selection of consultant Rise Housing for the City’s Below Market Rate (BMR) Housing
Program Administration funded through the City’s BMR Affordable Housing Fund (AHF).
1. Adopt Resolution No. 22-02 recommending approval of the consultant Rise Housing for BMR
Program Administration to City Council for final adoption.
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COMMUNITY DEVELOPMENT DEPARTMENT
CITY HALL
10 10300 TORRE AVENUE • CUPERTINO, CA 95014-3255
TELEPHONE: (408) 777-3308 • www.cupertino.org
HOUSING COMMISSION STAFF REPORT
March 10, 2022
Subject
Selection of consultant Rise Housing for the City’s Below Market Rate (BMR) Housing
Program Administration funded through the City’s BMR Affordable Housing Fund
(AHF).
Recommended Action
1. Adopt Resolution No. 22-02 recommending approval of the consultant Rise Housing
for BMR Program Administration to City Council for final adoption.
Background
BMR Housing Mitigation Program
The City’s Housing Mitigation Program (BMR Program) was adopted in 1992 to
generate affordable housing. The ordinance requires developers to provide a specified
number of affordable owner-occupied and rental units. BMR for-sale units are made
available to median and moderate-income households. BMR rental units are made
available to low and very low-income households. The units are managed in accordance
with City Council adopted guidelines, which are available for view on the City’s
Housing website (www.cupertino.org/housing). These units are subject to deed
restrictions which ensure that the units remain affordable for the longest possible
period of time, either in perpetuity or for 99 years. Since the adoption of this ordinance,
the City has secured and currently has oversight of 263 total BMR units, of which 121
units are for-sale units and 142 are rental units.
BMR Program Administration
The City has overall responsibility for the BMR Program although the administration
may be contracted out to another agency. The consultant contract is funded through the
BMR Affordable Housing Fund (AFH). Typical consultant duties include program
outreach, waitlist management, certification and eligibility review, resale and refinance
coordination, and annual program monitoring and compliance.
The City has contracted with Rise Housing (formerly Hello Housing) for BMR Program
Administration since 2017. To ensure that the City’s program remains innovative and
follows best practices, staff determined it was appropriate to pursue a Request for
Qualification (RFQ), included as Attachment B. In February 2022, the City issued an
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RFQ inviting qualified consultants to provide proposals to administer the City’s BMR
Program. The RFQ was sent to over 200 contacts in the Santa Clara County affordable
housing field, including seven agencies that have direct experience in BMR Program
Administration.
Evaluation Criteria
The City received a total of two proposals from Housekeys and Rise Housing. Agencies
were reviewed on the qualifications and experience working with City BMR programs,
knowledge and ability to implement Cupertino’s BMR program, and annual program
costs. Rise Housing has been selected as the lead consultant after reviewing proposals
and conducting reference checks. Rise Housing’s current portfolio includes 532 for-sale
homes and 700 rental units, including all 263 Cupertino BMR units. Highlights of the
Rise Housing proposal include significant knowledge and successful implementation of
the Cupertino BMR Program, an extensive documentation and record keeping system,
established best practices, fixed projected costs for the life of the contract, and a proven
track record in monitoring and foreclosure prevention. Rise Housing also manages
current contracts in the cities of Daly City, Novato, Sonoma, and Truckee. The following
table outlines the evaluation of Rise Housing’s proposal.
RISE HOUSING EVALUATION RATING NOTES
Criteria
1
Ability to meet RFQ goals and
objectives. What objectives are met?
Yes- meets all Criteria, Program Service Delivery, and Cost
objectives
Does the agency / firm have the
necessary qualifications and
experience?
Yes- program design, program evaluation, policy
recommendations, and BMR Program Management
What is the firm’s knowledge and
ability to implement Cupertino's
program?
5 years’ direct experience as Cupertino's BMR Program
Administrator
How much experience and with what
agencies or organizations? What is the
experience level of the staff?
15 years of combined experience, currently managing cities
of Cupertino, Daly City, Novato, Sonoma, and Truckee
contracts
Is there a conflict of interest? No
Program Service Delivery
2
What services are being offered?
BMR Program Administration, annual compliance
monitoring, ownership resale process, ownership refinance
process, rental housing services, ongoing waitlist
management, and informational workshops
Where are the services being offered?
Are the services local? Remote
Who is providing the services? Which
staff members? Direct contact for
Cupertino?
3 staff members, 1 assigned directly to Cupertino program
Is the staff multi-lingual? If so, which
languages? Spanish, translation available upon request
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What is the Consultant’s monitoring
experience? What is the number of
units managed?
Experience monitoring 532 ownership and 700 rental units
What is the Consultant’s refinance
experience?
Manage refinance process including restricted value
determination, application, owner/lender checklist,
coordination with homeowner/lender/title
What is the Consultant’s default
resolution and foreclosure experience? Performs buy-backs of all homes at risk of foreclosure
Costs
3
Is there an initial onboarding cost? No
Is the proposal detailed and are costs /
fees clearly outlined? Yes
Is there a fixed fee for basic services? Yes
Is there a fee per transaction / sale? Yes- all transaction fees are included in the anticipated
annual program cost
What are the typical annual program
costs anticipated? $265,000 (7% annual escalator)
What percentages of costs / fees are
tied to salary? 7%
What percentages of costs / fees are
tied to services? 93%
Next Steps
This is the first of two public hearings. The second public hearing will be held at a
future City Council meeting with a date and time to follow.
Prepared by: Kerri Heusler, Housing Manager
Approved for Submission by: Benjamin Fu, Director of Community Development
Attachments:
A - Draft Resolution 22-02
B- RFQ BMR Program Administration
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RESOLUTION NO. 22-02
A RESOLUTION OF THE HOUSING COMMISSION OF THE CITY OF CUPERTINO
RECOMMENDING APPROVAL OF THE CONSULTANT RISE HOUSING FOR THE
BELOW MARKET RATE (BMR) HOUSING PROGRAM ADMINISTRATION
________________________________________________________________________
WHEREAS, the City of Cupertino generates affordable housing units through its
BMR Housing Mitigation Program, wherein BMR for-sale units are made available to median
and moderate-income households, and BMR rental units are made available to low and very
low-income households; and
WHEREAS, the City’s Housing Mitigation Program was adopted in 1992 by ordinance
that requires developers to provide a specified number of affordable owner occupied units and
the units are managed in accordance with City Council adopted guidelines; and
WHEREAS, the City has overall responsibility for the BMR Program although the
administration may be contracted out to another agency; and
WHEREAS, in February 2022, the City issued a Request for Qualifications (RFQ) inviting
qualified consultants to provide proposals to administer the City’s BMR Program; and
WHEREAS, in February 2022, the City received two proposals and evaluated based on
criteria, program service delivery, cost objectives, and references; and
WHEREAS, Rise Housing has been selected as the lead consultant; now, therefore:
BE IT FURTHER RESOLVED that the Housing Commission of the City of Cupertino
hereby
1. Adopts resolution 22-02 recommending approval of Rise Housing as the consultant
for BMR Housing Program Administration; and
2. This Resolution is not a project under the requirements of the California
Environmental Quality Act, together with related State CEQA Guidelines
(collectively, “CEQA”) because it has no potential for resulting in physical change in
the environment. In the event that this Resolution is found to be a project under
CEQA, it is subject to the CEQA exemption contained in CEQA Guidelines section
15061(b)(3) because it can be seen with certainty to have no possibility that the action
approved may have a significant effect on the environment. CEQA applies only to
actions which have the potential for causing a significant effect on the environment.
Where it can be seen with certainty that there is no possibility that the activity in
question may have a significant effect on the environment, the activity is not subject
to CEQA. In this circumstance, the proposed action (recommendation of the BMR
Program Administrator) would have no or only a de minimis effect on the
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environment because it has no potential for resulting in physical change in the
environment. The foregoing determination is made by the Housing Commission in its
independent judgment.
PASSED AND ADOPTED at a regular meeting of the Housing Commission of the City of
Cupertino this 10th day of March 2022 by the following vote:
Vote Members of the Housing Commission
AYES:
NOES:
ABSENT:
ABSTAIN:
SIGNED:
________
Connie Cunningham, Chair
Housing Commission
________________________
Date
ATTEST:
__________________________________
Kerri Heusler, Housing Manager
________________________
Date
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City of Cupertino
Request for Qualifications
Below Market Rate Housing Program Administration
Release Date: February 16, 2022
Deadline: February 28, 2022
The City of Cupertino (the “City”) is seeking a qualified consultant (the “Consultant”) to provide
services to administer the City’s Below Market Rate (BMR) Housing Program. The City has a
population of approximately 60,572 residents and approximately 20,752 housing units. Quality
schools and closeness to high-tech jobs make Cupertino a desirable Silicon Valley address for a
highly educated and culturally diverse population.
The City’s Housing Mitigation Program (BMR Program) was adopted in 1992 to generate
affordable housing. The ordinance requires developers to provide a specified number of affordable
owner-occupied and rental units. BMR for-sale units are made available to median and moderate-
income households. BMR rental units are made available to low and very low-income
households. The units are managed in accordance with City Council adopted guidelines, which are
available for view on the City’s Housing website. These units are subject to deed restrictions which
ensure that the units remain affordable for the longest possible period of time, either in perpetuity
or for 99 years. Since the adoption of this ordinance, the City has secured 263 total BMR units, of
which 121 units are for-sale units and 142 are rental units. In accordance with all applicable
Federal, State, and local laws, the contract for BMR Program Administration services will include,
but is not limited to the following:
Administration Services
• Consultant will be the primary contact for the BMR Program and will handle all
inquiries and correspondence from applicants, current BMR homeowners and renters,
and property managers in buildings with units restricted under the BMR Program.
• Consultant will advertise the BMR Program, as needed, to solicit buyers and renters
for available units and to establish a waiting list.
• Consultant will maintain a waiting list of qualified buyers and renters in accordance
with the BMR Program guidelines. Maintenance of the waiting list includes reviewing
required annual applications to remain on the waiting list, conducting an annual lottery
for new applicants, and sorting all applicants into the appropriate priority point level
within the waiting list.
• Consultant will utilize the City’s procedures, ordinance(s), resolution(s), and guidelines
in the implementation of the BMR Program.
• Consultant will provide suggestions to the City for potential modifications to the City’s
application process, procedures, and/or guidelines to ensure effective operation of the
BMR Program.
• Consultant will maintain marketing content for the BMR Program, including flyers,
website, and other material as needed.
• When requested by the City, Consultant will advise and assist City staff on matters
related to the BMR Program.
• As necessary, Consultant will provide access to translation in other languages.
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• Consultant will manage all appeals submitted to the BMR Program.
BMR Purchase Program Services
• Consultant will manage the entire sale process from advertising of available units to
completing the closing on the BMR unit.
• Consultant will prepare and maintain the sales schedule for City approval.
• Upon receipt of one or more applications for the purchase of a unit, Consultant will
ensure that each application is complete, verify eligibility, and confirm priority points.
Consultant will rank the applications according to criteria in the City’s written
guidelines and coordinate approval with the City.
• Consultant will be available to answer any questions regarding the BMR Program and
will help facilitate escrow closing. Consultant will also facilitate recordation of the
resale restrictions, requests for notice of default, subordination agreements, and any
other applicable documents with the title company prior to close of escrow.
• Consultant will maintain a list of local realtors and lenders interested in providing loans
to qualified BMR Program applicants.
• Consultant will inspect prospective sales units, hold at least one “open house” for
prospective buyers, assist buyers with locating a realtor, financing, coordinate
appraisal, property and termite inspections, prepare disclosure statements, open and
close escrows all in accordance with accepted real estate practices, and coordinate close
of escrow to meet program deadlines (90 days in most cases).
• Consultant will provide or arrange Home Buyer education consistent with U.S.
Department of Housing and Urban Development (HUD) standards.
• Consultant will monitor BMR units annually to confirm program compliance and
investigate and manage potential defaults.
• Consultant will review and process requests for refinancing of BMR homes and junior
loans in accordance with BMR Program guidelines.
BMR Rental Program Services
• Consultant will manage entire rental process including advertising of available units.
• Consultant will provide the property owner / manager of projects containing City BMR
units with the most current income and rent guidelines upon issuance by HCD and
HUD each year.
• Consultant will monitor BMR unit rents annually to ensure compliance with the
required affordable rent levels under the BMR Program.
• Consultant will advise the property owner / manager regarding their compliance with
the BMR Program.
• Consultant will verify the eligibility of prospective tenants qualified by the property
manager.
• Consultant will manage the entire recertification process annually to ensure renters
maintain BMR Program eligibility. In the event that a renter no longer qualifies for the
City’s BMR Program, consultant will work with the property manager to terminate the
tenant’s BMR Program participation after the applicable appeal period has lapsed and
to qualify a new applicant for that BMR unit.
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Conflict of Interest
Consultant warrants that it presently has no interest, and will not acquire any interest, direct or
indirect, financial or otherwise, that would conflict in any way with the performance of the
described in this Request for Qualifications (RFQ), and that it will not employ any person having
such an interest. Consultant agrees to advise the City immediately if any conflict arises. Consultant
further understands that it and its staff members must abide by all applicable statues, rules, and
regulations regarding conflicts of interest, including the Political Reform Act, Government Code
Section 1090, and implementing regulations, including Title 2, Division 6, Section 18700 of the
California Code of Regulations, and following.
Submittal Content
Completed RFQ’s should be submitted via email to the Community Development Department at
housing@cupertino.org, and must be received by Monday, February 28, 2022 by 5:00 PM. The
following should be included in the proposal:
A. Materials
1. Application – Complete Proposal Application (Exhibit A)
2. Narrative – Provide a brief narrative explaining the Consultant’s qualifications and
experience, and how it meets the RFQ goals and objectives.
3. Implementation Plan – Provide a brief summary of the Consultant’s Implementation Plan
for provision of the services required.
4. Schedule of Fees – Summarize the compensation requested and provide a schedule of fees
(fixed and transactional).
B. Entity
1. Identification of the Consultant, with names, positions, addresses, telephone numbers and
e-mail addresses of key team members.
2. Intended role of each partner / staff member in the organization who will be involved in
the implementation oat f the BMR Program and the key person in the organizational structure
responsible for BMR Program management and operations. Please note area of responsibility
and anticipated tasks.
C. Experience
1. General description of previous housing programs administered
2. Role of agency / firm and staff in such programs
3. Discussion of program successes, including unique challenges of programs
4. Example of past programs costs
5. At least 2 client or agency references for Consultant’s experience with relevant programs
Evaluation Criteria
1. Emphasis will be placed on the directly relevant qualifications and capacity of the Consultant
to administer the City’s BMR Program. Submittals will be evaluated based upon the following
criteria:
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• Ability to meet RFQ goals and objectives.
• What objectives are met?
• Knowledge and ability to implement Cupertino’s BMR Program
• Does the agency have local and/or regional experience?
• Does the agency / firm have the necessary experience? How much experience and with
what agencies or organizations?
• What is the experience level of the staff?
• Is there a conflict of interest?
2. Program Service Delivery:
• What services are being offered?
• Where are the services being offered?
• Who is providing the services? Which staff members?
• Is the staff multi-lingual? If so, which languages?
• What is the Consultant’s monitoring experience? What is the number of units
managed?
• What is the Consultant’s refinance, default resolution, and foreclosure experience?
3. Costs:
• What are the initial onboarding costs?
• Is the proposal detailed and are costs / fees clearly outlined?
• Is there a fixed fee for basic services?
• Is there a fee per transaction / sale?
• What are the typical annual program costs anticipated?
• What percentages of costs / fees are tied to salary?
• What percentages of costs / fees are tied to services?
• Are the costs / fees financially sustainable?
Submittal Deadline for Proposals
Proposals must be delivered to the City of Cupertino at housing@cupertino.org no later than 5:00
PM on Monday, February 28, 2022.
Contact Information
Proposal responses or questions regarding this RFQ may be addressed to:
Kerri Heusler, Housing Manager
City of Cupertino
Community Development Department
Phone: 408-777-3251
Email: kerrih@cupertino.org
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EXHIBIT A
City of Cupertino BMR Program Administration
Proposal Application
Organization Name
Address
Organization Contact / Title
Telephone #
Email
Title of Program
Total Annual Cost of Program
BMR Units Currently
Administered
Jurisdiction(s) served?
Signature of Authorized Official: _______________________________________
Date: __________________
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