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HomeMy WebLinkAboutC2026-041 - 3/24/2026 - Approved SERVICE AGREEMENT NO. 6722 Housing Needs Assessment and Toolkit THIS Housing Needs Assessment and Toolkit Agreement ("Agreement") is entered into by and between the Corpus Christi Housing Finance Corporation ("CCHFC") and HR&A Advisors, Inc. ("Contractor"), effective upon execution by the CCHFC Director, Manager or the CCHFC Director, Manager's designee. WHEREAS, Contractor has bid to provide Housing Needs Assessment and Toolkit in response to Request for Bid/Proposal No. 6722 ("RFB/RFP"), which RFB/RFP includes the required scope of work and all specifications and which RFB/RFP and the Contractor's bid or proposal response, as applicable, are incorporated by reference in this Agreement as Exhibits 1 and 2, respectively, as if each were fully set out herein, entirety. NOW, THEREFORE, Corpus Christi Housing Finance Corporation and Contractor agree as follows: 1. Scope. Contractor shall provide Housing Needs Assessment and Toolkit ("Services") in accordance with the attached Scope of Work, as shown in Attachment A, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety, and in accordance with Exhibit 2. 2. Term. (A) The term of this Agreement is one year beginning on the date provided in the Notice to Proceed from the CCHFC Contract Administrator or the CCHFC's designee. The parties may mutually agree to renew the term of this Agreement for up to zero additional zero-month periods (each an "Option Term"), provided, the parties do so in writing prior to the expiration of the original term or the then- current Option Term. (B) At the end of the term of this Agreement or the final Option Term, the Agreement may, at the request of the CCHFC and prior to expiration of the term or final Option Term, continue on a month-to-month basis for up to six individual months with compensation at the appropriate pro rata amount, based on the amount listed in Attachment B, for a month-to-month term. The Contractor may opt out of this continuing term by providing notice to the CCHFC at least 30 days prior to the expiration of the term or final Option Term. During any month-to-month term, either party may terminate the Agreement upon 30 days' advance written notice to the other party. 3. Compensation and Payment. This Agreement is for an amount up to $150,000.00, subject to approved amendments and changes. Payment will be made for Service Agreement Standard Form Page 1 of 8 Approved as to Form: Feb. 2026 SCANNED Services performed and accepted by the CCHFC within 30 days of the invoice date, subject to receipt of an acceptable invoice. All pricing must be in accordance with the attached Quote/Bid/Pricing Schedule, as shown in Attachment B, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. Invoices must be mailed to the following address: Corpus Christi Housing Finance Corporation Attn: Accounts Payable P.O. Box 9277 Corpus Christi, TX 78469-9277 4. Contract Administrator. The Contract Administrator designated by the CCHFC is responsible for approval of all phases of performance and operations under this Agreement, including deductions for non-performance and authorizations for payment. The CCHFC's Contract Administrator for this Agreement is as follows: Jennifer Buxton, Director Planning & Economic Development 361-826-3976 or email: jenniferb9@corpuschristitx.aov 5. Insurance; Bonds. (A) Before performance can begin under this Agreement, the Contractor must deliver a certificate of insurance ("COI"), as proof of the required insurance coverages, to the CCHFC. Additionally, the COI must state that the CCHFC will be given at least 30 days' advance written notice of cancellation, material change in coverage, or intent not to renew any of the policies. The CCHFC must be named as an additional insured. The CCHFC Attorney must be given copies of all insurance policies within 10 days of the City Manager's written request. Insurance requirements are as stated in Attachment C, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. (B) In the event that a payment bond, a performance bond, or both, are required of the Contractor to be provided to the CCHFC under this Agreement before performance can commence,the terms,conditions,and amounts required in the bonds and appropriate surety information are as included in the RFB/RFP or as may be stated on Attachment C, and such content is incorporated here in this Agreement by reference as if each bond's terms, conditions, and amounts were fully set out here in their entireties. 6. Purchase Release Order. For multiple-release purchases of Services to be provided by the Contractor over a period of time, the CCHFC will exercise its right Service Agreement Standard Form Page 2 of 8 Approved as to Form: Feb. 2026 to specify time, place and quantity of Services to be delivered in the following manner: any CCHFC personnel or division may send to Contractor a purchase release order signed by an authorized CCHFC Director, Manager or designee.The purchase release order must refer to this Agreement, and Services will not be rendered until the Contractor receives the signed purchase release order. 7. Inspection and Acceptance. CCHFC may inspect all Services and products supplied before acceptance. Any Services or products that are provided but not accepted by the CCHFC must be corrected or re-worked immediately at no charge to the CCHFC. If immediate correction or re-working at no charge cannot be made by the Contractor, a replacement service may be procured by the CCHFC on the open market and any costs incurred, including additional costs over the item's bid/proposal price, must be paid by the Contractor within 30 days of receipt of CCHFC's invoice. 8. Warranty. (A) The Contractor warrants that all products supplied under this Agreement are new, quality items, fit for their intended purpose, and of good material and workmanship. The Contractor warrants that it has clear title to the products and that the products are free of liens or encumbrances. (B) In addition, the products purchased under this Agreement shall be warranted by the Contractor or, if indicated in Attachment D by the manufacturer, for the period stated in Attachment D. Attachment D is attached to this Agreement and is incorporated by reference into this Agreement as if fully set out here in its entirety. (C) Contractor warrants that all Services will be performed in accordance with the standard of care used by similarly situated contractors performing services. 9. Quality/Quantity Adjustments. Any Service quantities indicated on the Quote/Bid/Pricing Schedule are estimates only and do not obligate the CCHFC to order or accept more than the CCHFC's actual requirements nor do the estimates restrict the CCHFC from ordering less than its actual needs during the term of the Agreement and including any Option Term. Substitutions and deviations from the CCHFC's Service and/or product requirements or applicable specifications are prohibited without the prior written approval of the CCHFC Director, Manager or designee. 10. Non-Appropriation. The continuation of this Agreement after the close of any fiscal year of the CCHFC, which fiscal year ends on September 30th annually, is subject to appropriations and budget approval specifically covering this Agreement as an expenditure in the CCHFC's budget, and it is within the sole discretion of the CCHFC's Board to determine. Service Agreement Standard Form Page 3 of 8 Approved as to Form: Feb. 2026 The CCHFC does not represent that a budget item will be adopted, as that determination is within the CCHFC Board's sole discretion. 11. Independent Contractor. Contractor shall perform the Services and work required by this Agreement as an independent contractor and will furnish such Services in its own manner and method, and under no circumstances or conditions will any agent, servant or employee of the Contractor be considered an employee of the CCHFC. 12. Subcontractors. In performing the Services, the Contractor will not enter into subcontracts or utilize the services of subcontractors. 13. Amendments. This Agreement may be amended or modified only in writing and executed by an authorized representative of each party. 14. Waiver. No waiver by either party of any breach of any term or condition of this Agreement waives any subsequent breach of the same. 15. Notice. Any notice required under this Agreement must be given by fax, hand delivery, or certified mail, postage prepaid, and is deemed received on the day faxed or hand- delivered or on the third day after postmark if sent by certified mail. Notice must be sent as follows: IF TO CITY: Corpus Christi Housing Finance Corporation Attn: Jennifer Buxton, Director Planning & Economic Development 1201 Leopard Street, Corpus Christi, Texas 78401 Phone: 361-826-3573 IF TO CONTRACTOR: HR&A Advisors, Inc. Attn: Thomas Simpson, Principal 99 Hudson Ave., New York City, NY 10013 Phone: 212-977-5597 16. CONTRACTOR SHALL FULLY INDEMNIFY, HOLD HARMLESS, AND DEFEND THE CCHFC AND ITS OFFICERS, EMPLOYEES, AND AGENTS ("INDEMNITEES") FROM AND AGAINST ANY AND ALL LIABILITY, LOSS, CLAIMS, DEMANDS, SUITS, AND CAUSES OF ACTION OF WHATEVER NATURE, CHARACTER, OR DESCRIPTION ON ACCOUNT OF Service Agreement Standard Form Page 4 of 8 Approved as to Form: Feb. 2026 PERSONAL INJURIES, PROPERTY LOSS, OR DAMAGE, OR ANY OTHER KIND OF INJURY, LOSS, OR DAMAGE, INCLUDING ALL EXPENSES OF LITIGATION, COURT COSTS, ATTORNEYS' FEES AND EXPERT WITNESS FEES, WHICH ARISE OR ARE CLAIMED TO ARISE OUT OF OR IN CONNECTION WITH THE PERFORMANCE OF THIS AGREEMENT BY THE CONTRACTOR OR RESULTS FROM THE NEGLIGENT ACT, OMISSION, OR FAULT OF THE CONTRACTOR OR ITS EMPLOYEES OR AGENTS. CONTRACTOR MUST, AT ITS OWN EXPENSE, INVESTIGATE ALL CLAIMS AND DEMANDS, ATTEND TO THEIR SETTLEMENT OR OTHER DISPOSITION, DEFEND ALL ACTIONS BASED THEREON WITH COUNSEL SATISFACTORY TO THE CCHFC ATTORNEY, AND PAY ALL CHARGES OF ATTORNEYS AND ALL OTHER COSTS AND EXPENSES OF ANY KIND ARISING OR RESULTING FROM ANY SAID LIABILITY, DAMAGE, LOSS, CLAIMS, DEMANDS, SUITS, OR ACTIONS. THE INDEMNIFICATION OBLIGATIONS OF CONTRACTOR UNDER THIS SECTION SHALL SURVIVE THE EXPIRATION OR EARLIER TERMINATION OF THIS AGREEMENT. 17. Termination. (A) The CCHFC may terminate this Agreement for Contractor's failure to comply with any of the terms of this Agreement. The CCHFC must give the Contractor written notice of the breach and set out a reasonable opportunity to cure. If the Contractor has not cured within the cure period, the CCHFC may terminate this Agreement immediately thereafter. (B) Alternatively, the CCHFC may terminate this Agreement for convenience upon 30 days' advance written notice to the Contractor. 18. Owner's Manual and Preventative Maintenance. Contractor agrees to provide a copy of the owner's manual and/or preventative maintenance guidelines or instructions if available for any goods purchased by the CCHFC pursuant to this Agreement. Contractor must provide such documentation upon delivery of such goods and prior to receipt of the final payment by the CCHFC. 19. Limitation of Liability. Each party's maximum pecuniary liability under this Agreement is limited to the total amount of compensation shown listed in Section 3 of this Agreement. In no event shall either party be liable for incidental, consequential, or special damages. 20. Assignment. No assignment of this Agreement by the Contractor, or of any right or interest contained herein, is effective unless the Director, Manager first gives written consent to such assignment. The performance of this Agreement by the Contractor is of the essence of this Agreement, and the Director, Manager's right Service Agreement Standard Form Page 5 of 8 Approved as to Form: Feb. 2026 to withhold consent to such assignment is within the sole discretion of the CCHFC Dire c to r, Manager on any ground whatsoever. 21. Severability. Each provision of this Agreement is considered to be severable and, if, for any reason, any provision or part of this Agreement is determined to be invalid and contrary to applicable law, such invalidity shall not impair the operation of nor affect those portions of this Agreement that are valid, but this Agreement shall be construed and enforced in all respects as if the invalid or unenforceable provision or part had been omitted. 22. Order of Precedence. In the event of any conflicts or inconsistencies between this Agreement, its attachments, and exhibits, such conflicts and inconsistencies will be resolved by reference to the documents in the following order of priority: A. this Agreement (excluding attachments and exhibits); B. its attachments; C. the bid solicitation document including any addenda (Exhibit 1); then, D. the Contractor's bid response (Exhibit 2). 23. Certificate of Interested Parties. Contractor agrees to comply with Texas Government Code Section 2252.908, as it may be amended, and to complete Form 1295 "Certificate of Interested Parties" as part of this Agreement if required by law. 24. Governing Law. Contractor agrees to comply with all federal, Texas, and City laws in the performance of this Agreement. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such forum and venue for such disputes is the appropriate district or county court in Nueces County, Texas. In accordance with Chapter 2271, Texas Government Code, if this contract has a value of $100,000 or more paid wholly or partly from public funds and the Contractor has 10 or more full-time employees, Contractor verifies that the Contractor does not boycott Israel and will not boycott Israel during the term of this Agreement. In accordance with Chapter 2274, Texas Government Code, Contractor verifies that the Contractor does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and will not discriminate during the term of the Agreement against a firearm entity or fire trade association. In accordance with Chapter 2276, Texas Government Code, Contractor verifies that the Contractor does not boycott energy companies and will not boycott energy companies during the term of this Agreement. 25. Entire Agreement. This Agreement constitutes the entire agreement between the parties concerning the subject matter of this Agreement and supersedes all prior negotiations, arrangements, agreements and understandings, either oral or written, between the parties. Service Agreement Standard Form Page 6 of 8 Approved as to Form: Feb. 2026 (Signature Page Follows) Service Agreement Standard Form Page 7 of 8 Approved as to Form: Feb. 2026 CONTRACTOR itGG/ 'Cash Signature: Phillip Kash( ar 30 2026 10 18 30 EDT) Printed Name: Phillip Kash Title: Partner Date: 03/30/2026 ,� H1 TEST: �� .�pF� !� , iE ECCA HUERTA CITY SECRETARY CORPUS CHRISTI HOUSING FINANCE CORPORATION: r��'7� � O �L.!.�` Atrmon En P r Zanoni Date BY COUNCIL 3-3,4- a( General Manager, Corpus Christi Housing Finance Corporation SI GRET,�R Attached and Incorporated by Reference: Attachment A: Scope of Work Attachment B: Quote/Bid/Pricing Schedule Attachment C: Insurance and Bond Requirements Attachment D: Warranty Requirements Incorporated by Reference Only: Exhibit 1: RFB/RFP No. 6722 Exhibit 2: Contractor's Bid/Proposal Response Service Agreement Standard Form Page 8 of 8 Approved as to Form: Feb. 2026 ATTACHMENT A: SCOPE OF WORK Task 1. Housing Needs Assessment Task 1.1 Project Kickoff and Initiation Task 1.1 a Project Kickoff HR&A will conduct a virtual kickoff meeting with the client team to confirm goals and priorities for the plan and discuss processes for project management. We anticipate discussing and confirming project elements including: • Project goals, scope and objectives • Timeline, decision-makers and decision-making processes • Project management and communication protocols • Roles and responsibilities of HR&A and the client team • Local context: Key actors in the Corpus Christi housing ecosystem • Stakeholder engagement aspirations • Available local data Throughout the engagement, HR&A will conduct regular project status meetings with Corporation staff to track progress, provide updates, and address any emerging issues. We will remain flexible to adapt analysis and scope as local conditions evolve. Task 1.1 b Existing Plans and Data Current plans for housing and economic development, along with any recent studies and analyses conducted by Corporation staff, will serve as key starting points for the market and housing needs analysis. These may include plans and studies such as the Plan CC Comprehensive Plan, the Corpus Christi Housing Authority Annual and 5-Year Plans, Municipal Annexation and Disannexation Plans, as well as various Corridor, Neighborhood, and Specific Plans. We will also seek to develop an understanding of the implications of other relevant plans and policies such as the Texas Department of Transportation Corpus Christi Area Infrastructure Plans, Port Corpus Christi Strategic Plan, and Texas A&M University-Corpus Christi Capital Plans. Beyond these plans and studies, HR&A will work with the client team to source data on existing housing programs, recent housing investments, and policies related to investments in affordable housing that will further provide a base of knowledge to inform the Corpus Christi Housing Needs Assessment and Toolkit. HR&A's review of relevant plans, studies and analyses sourced in Task 1.1 b will be guided by the following questions: • How have housing needs, goals and strategies been communicated, and to whom? • How much progress has been made toward current goals? • What programming, policy, financing, land use, and zoning strategies have been utilized to address housing needs? Are there gaps or redundancies? How could strategies be better aligned? Page 1 of 12 • How do housing goals align with broader community investments in transportation, education, economic development and neighborhood revitalization?Where can these goals be better coordinated to maximize impact? • Where are there gaps in the understanding of housing needs? What areas require deeper analysis? Task 1.ic - inventory i xisting Housing Took Building from knowledge gleaned from Task 1.1b, HR&A will review Corpus Christi's housing ecosystem and toolkit to develop an initial inventory of housing tools and establish a foundational understanding of the current policy environment and resource landscape. These tools and resources will include policies, programs, and key actors/agencies and their authorities available to address housing needs in the Corp via local, state, federal and private channels — not only those administered by the Corporation. This could also include tools, such as existing policies, that are negatively affecting housing in Corpus Christi. For example: • Existing policies (county, municipal, state, federal) related to housing and homelessness (e.g., tenant protections, eviction policies, zoning and land use regulations, public land disposition, tax abatements). • Existing funding sources available to Corpus Christi (e.g., local, county, state and federal sources). • Existing housing programs available to Corpus Christi(e.g., downpayment assistance, housing vouchers, subsidy programs). • Key government and quasi-government actors involved in housing and homelessness initiatives and their respective roles and authorities (e.g. authority to issue bonds, make loans, initiate relocation agreements). HR&A will use publicly available resources and documents compiled by the Corp to develop this initial inventory. To assess the alignment between existing efforts and housing needs, HR&A will classify programs and policies based on the primary housing challenges they address. The classification, developed in collaboration with the Corporation, will likely include categories such as transitional housing, supportive housing, affordable homeownership, very low- and low-income rental housing, workforce housing, and market-rate housing. This framework will help identify potential gaps in needs being served and support the development of consistent definitions for different types of housing. For tools currently being utilized to address priority housing issues, HR&A will gather baseline program metrics via publicly available information and the client team to understand existing capacity and output. The assessment will be limited to data that is readily available. Page 2 of 12 Deliverables: Data request, Draft list of documents for review, Baseline Housing Initiatives Report containing the information gathered in Task 1.1 Task 1.2. Housing Needs Assessment HR&A will conduct a comprehensive housing needs assessment for the Corporation to evaluate the demographic, economic, and housing market trends shaping current and future housing needs. This analysis will leverage HousingWeaver, HR&A's proprietary suite of interactive digital tools designed for advanced housing market and affordability analysis. HousingWeaver combines dynamic charts, mapping, and narrative content to present findings in an intuitive, interactive digital format. The digital report can also be exported as a PDF for easy sharing with internal and external partners. 1.2 a Framework Development Prior to conducting our analysis, HR&A will work with the Client Team to develop a framework that the analysis and plan will be built upon. This includes: • Further defining the methodology for the housing needs assessment and future demand projections; • A clear definition of terms and a glossary that can be referred to throughout to project to ensure participants in the planning process, from client to community, have a shared understanding of what terms mean, from workforce housing to median family income; • Summary of past plans as discussed in Task 1.1 b; • Shared definition of market areas and study areas, which may include US Census Bureau boundaries such as the Corpus Christi-Kingsville-Alice, TX Combined Statistical Area, Corpus Christi city limits, census tracts, but also aggregations of formal boundaries to reflect local geographies such as neighborhoods that consist of multiple census tracts. • A summary of current topics at the forefront of current policy design, and an overview of the impact of safe, affordable, and high-quality housing on other City priorities such as health, social mobility, and economic development. 1.2 b - Housing Needs Assessment Analysis HR&A will synthesize publicly available data, proprietary data (e.g., CoStar, Lightcast), and existing Corp analysis and data from the Corp's partners such as the Economic Development Corporations, the Corpus Christi Regional Economic Development Corporation, and Workforce Solutions Coastal Bend and information gathered through the market analysis described in Task 1.2a to assess housing needs and identify gaps in the supply of housing units across different income levels, household types, sizes, and tenures. The final product will not only outline current conditions but quantify the number and types of units needed to meet the City's existing and future housing demand. Our analysis will include: • Population Trends: We will assess changes in population size, household composition, and age distribution, identifying demographic and racial disparities in housing outcomes. This will help project future household growth by type, size, and income level. Page 3 of 12 • Economic Trends: Evaluating employment shifts, industry changes, and job locations to determine where new housing is needed and what households can afford to pay for housing based on wages. Analysis will include employment by sector and wage levels to assess how housing affordability aligns with the economic makeup of Corpus Christi— particularly for knowledge workers, service workers, and other essential segments of the workforce. • Housing Supply & Affordability: HR&A will evaluate the existing housing stock—both rental and owner-occupied—analyzing trends in cost, unit size, tenure, vacancy, housing age and condition, and neighborhood location. • Affordable Housing Supply: We will inventory publicly subsidized and naturally occurring affordable housing (NOAH) and assess risks to affordability such as expiring affordability periods or redevelopment pressure. This analysis will be bolstered by local data provided by the City. • Renter Housing Needs: We will analyze renter affordability based on income distribution, cost-burden rates by income, race, and household type, and educational attainment. Our analysis will also assess trends in rents, vacancy rates, and the extent of the rental supply gap for different income and household size segments. • Homeowner Housing Needs: We will examine homeownership rates and owner cost burdens disaggregated by income, race, and household type. The analysis will evaluate changes in home values over time, for-sale housing inventory, and affordability challenges for first-time homebuyers and moderate-income households. • Current & Future Gap Analysis- Synthesizing the findings above to estimate the current and future shortfall or surplus of housing units in Corpus Christi across different neighborhoods, focusing on the gap between housing demand and supply across various income levels and housing types. The analysis will assess how current housing demand by Area Median Income (AMI) level aligns with available housing supply and project how this gap will change based on population and job growth forecasts. HR&A has a sophisticated methodology for breaking out State demographer population and job growth projections to understand the future housing needs by AMI and households type. This will include a breakdown by: o Tenure (rental and homeownership), o Household income level (using HUD-defined AMI bands), o Household type and size (e.g., seniors, families, single-person households), o Number of bedrooms and unit type, and o Price point and geographic location in relation to access to jobs and services. To ensure a robust and data-driven assessment, HR&A will utilize a combination of publicly available and proprietary data sources, including U.S. Census Bureau datasets such as the Population Estimates Program, American Community Survey, and Public-Use Microdata Sample, as well as data from the Internal Revenue Service and U.S. Bureau of Labor Statistics. Additionally, we will incorporate proprietary data from CoStar and Lightcast to provide deeper insights into market trends and employment patterns. Page 4 of 12 1.2 c - Stakeholder Engagement Process Our approach to engagement leverages a wide range of tools and tactics to obtain feedback from as many different stakeholders and viewpoints as possible in a planning process. We see tremendous opportunity to leverage a wide range of tools to ensure an inclusive diverse array of voices are heard and responded to throughout this process. Ultimately our tools and strategies aim to enhance how stakeholders are heard, the influence they have, amplify constructive engagement, and ensure inclusivity. Some of these tools and ideas include: • Developing a clear invitation to the process so that people understand why this process is happening, what the desired outcome is, why their voice matters, and how it will influence outcomes. • Leverage supporting digital tools to make online engagement more dynamic (e.g. Mural digital whiteboards, Zoom, in-session surveys using tools like Kahoot!, etc.). • Designing pop-up opportunities for informal dialogues and shared learning outside of the traditional public meeting process. • Identifying opportunities for targeted outreach using techniques such as door-knocking to hear from harder-to-reach populations • Developing partnerships with advocacy and community-serving organizations to ensure that information about the process and how to engage is shared as broadly as possible. We work strategically, using a stakeholder mapping system that helps us identify key organizations and people who serve as connecting bridges into communities. With the support of key partners, we can be both wider and deeper in our engagement efforts. By leaning on their trustworthy relationships, we can access groups who may otherwise be uninterested in participating, and invite their input on topics that are important to their daily lives and can inform our recommendations for the Toolkit. We highly value this work and use our past experience and networks to maximize the diversity of our stakeholder engagement. We understand the importance of using stories, graphics, and images to engage different audiences. We have worked in communities where four or more languages are represented, and collaborated with clients to ensure our messaging is effective despite the diversity of languages, literacy levels, and cultural backgrounds. i.2 d - Lii:gital Report Annual Update (Optioiral) The HousingWeaver Housing Needs Assessment digital report has the option of being connected to publicly available data APIs and kept perpetually up to date under a maintenance contract with HR&A. The benefit of this digital format is that a wide range of users can access, interact with, visualize and export the data to understand key housing and affordability trends on an ongoing basis, with publicly-available data and analysis updated as frequently as the underlying data sources. If the Corporation does not select this optional task. the digital report provided by HR&A will be for data through 2025 only. Page 5 of 12 The analysis can be kept up to date with a maintenance fee of$5,000 per year under a three-year contract. This does not include analysis of local data sources. 1.2e- Digital Report Add-Ons (Optional) In addition to the Housing Needs Assessment, the Corporation has the option of adding additional indicators and analysis to the Housing Weaver digital automated report. Additional analysis could include, but is not limited to: • Impact Tracker: HR&A can integrate local data to measure the Corporation's impact on housing production and affordability. Potential metrics include the number of homes funded through Corporation programs (by AMI, tenure, geography, and funding source), total City investment in housing, leveraged dollars, and more. • Policy Tools: HR&A have built policy tools to estimate the impact of various housing policies and recommendations on overall housing production and market dynamics, including upzoning potential, inclusionary zoning calculators, and gap financing estimators. Deliverables: Needs Assessment Report containing the information gathered in Task 1.2 Task 1.3. Housing Demand Projection and Future Needs Assessment HR&A will conduct a comprehensive market analysis of the Corporation's residential real estate landscape to evaluate current conditions and trends in both rental and ownership markets, development patterns, and the structural factors affecting the financial feasibility of housing production. This analysis will provide critical context to inform the Housing Toolkit's recommendations. 1.3a For-Sale Housing Market Analysis HR&A will analyze residential real estate trends across all housing types in Corpus Christi using five years of historical data, including: • Sales prices by housing type, size, and location • Average days on market • Sales volume and inventory levels • Price appreciation rates • Market absorption rates by housing type HR&A will conduct interviews with 3-5 realtors and mortgage lenders active in the Corpus Christi market to supplement data analysis with qualitative insights on buyer preferences, market trends, challenges facing first-time homebuyers, and neighborhood-specific dynamics. 1.3 b Rental Housing Market Analysis HR&A will analyze the rental housing landscape in Corpus Christi, distinguishing units by type, number of bedrooms, size, and location. This analysis will include: • Rent levels and trends by unit type and location • Vacancy rates and rental absorption Page 6 of 12 • Rental housing stock by age and condition • Comparison of Corpus Christi rental rates to surrounding areas 1.3 c Housing Development Analysis HR&A will analyze recent and planned residential development activity to understand: • Volume, type, and location of new residential construction over the past five years • Pipeline of approved and proposed housing developments • Price points and target markets for new housing • Comparison of development patterns within Corpus Christi to countywide trends ? 7„ Market Forces Analysis HR&A will analyze how broader market forces impact the feasibility of housing development and affordability in Corpus Christi, including: • Land availability and developable parcel analysis • Construction and labor costs • Utility and infrastructure capacity and costs • Insurance costs and extreme weather risk • Regional market dynamics affecting local development • Investor and short-term rental activity 1.3f Housing Market Projections Based on historical trends and current conditions, HR&A will develop ten-year projections for Corpus Christi's housing market, including anticipated production by housing type, projected price changes, and identification of potential supply gaps. Task 1.4. Housing Financial Feasibility Analysis HR&A will conduct a comprehensive market analysis of the Corporation's residential real estate landscape to evaluate financial barriers to both rental and for-sale residential development. HR&A will identify financing gaps by conducting a landscape analysis of available financing tools compared to the cost of developing various housing types including single-family, duplex, triplex, and multifamily projects. °i.4a Financial Feasibility Stakeholder tngagemen'. HR&A will identify factors limiting housing production by analyzing regulatory, physical, and economic barriers to development. HR&A will interview lenders, developers, and local officials working in the affordable housing, market rate, and supportive services housing spheres to understand: • Regulatory barriers that limit housing development, including zoning and permitting processes • Cost factors that impact project feasibility, including land costs and infrastructure requirements • Market factors that influence development decisions Page 7 of 12 • Potential incentives or regulatory changes that would encourage housing development 1.4 b Financial Feasibility Data Analysi; Additionally we will conduct a high-level financial feasibility analysis grounded in market and development cost data acquired from public and private sources including property assessment data, Costar, and RS Means, to understand financial barriers to development of a variety of housing types. We will incorporate the following items to build a high-level pro forma financial models for representative single-family, duplex, triplex, and multifamily development prototypes: • current construction pricing • land values • soft-cost assumptions • market-based rent and sales comps These models will quantify total development costs, projected revenues, net operating income, to identify financing gaps that prevent projects from achieving feasibility and affordability. We will incorporate our findings from the stakeholder engagement portion of the feasibility analysis in scenario analyses that test how different tools or regulatory changes affect project viability. The result will be a data-driven assessment that clearly identifies the financial, regulatory, and structural barriers limiting housing production within Corpus Christi. Page 8 of 12 Task 2. Housing Toolkit Task 2.1. Housing Plan Development Task 2.1 a Prioritization and Goal Setting Based on the findings from Tasks 1, including input from stakeholder engagement, HR&A will engage the Corp. to define up to 5 core goals that will serve as the north star for the Housing Toolkit. Housing Plans can encompass a wide range of policy priorities—including expanding homeownership access, preventing displacement, ending homelessness, improving housing quality, and increasing affordable rental supply. Narrowing in on a set of clear goals will help guide Corpus Christi's prioritization of housing tools and development of an actionable housing strategy. The selected goals could include specific, measurable targets to enable the Corporation to monitor progress over time, and HR&A would estimate the impact of reaching the goals. • Example goal: Help 1,000 Corpus Christi renters earning under 80% of area median income become homeowners by 2030. • Estimated impact: Achieving this goal would increase the Corp's homeownership rate for this income band by 10% percentage points, taking into account anticipated population changes. These driving principles reflect the values and core beliefs that underly a strategy, serving as an important foundation for the housing action plan. HR&A will propose goals and any updates to principles and discuss with the Corp in a work session, and will work with the client team to ensure all necessary stakeholders are involved in this goal setting conversation. • The Corp's feedback on goals and principles, which will inform final revisions, will be memorialized in writing in a single document within one week following the work session. This feedback will constitute a decision point and reflect all client perspectives that need to be included. Task 2,1h Explore Innovation in Policy and Partnerships Based on the housing needs and priorities identified in earlier tasks and HR&A's understanding of Corpus Christi's existing housing ecosystem, HR&A will develop a preliminary list of recommended housing tools to address affordability challenges and expand housing choice. These tools will directly support the Corp in increasing housing affordability, expanding housing opportunities for low- and moderate-income households, meeting workforce housing needs, and overcoming the structural impediments to development (identified in Task 1). Tools will primarily address the following areas: • Land Use and Development Regulations—Strategies to reduce regulatory barriers and to facilitate diverse housing production such as, but not limited to: By-right multifamily zoning in appropriate areas "Soft density" strategies such as accessory dwelling units, duplexes, and small multifamily infill Streamlining permitting and review processes to reduce cost and delay Exploring feasibility of new construction methods or technology Page 9 of 12 • Public Subsidy and Financing—Evaluation of mechanisms to fund development and preservation of affordable and workforce housing, including: o Gap financing, tax incentives, and homeownership assistance programs o Public land disposition strategies o Relevant federal, state, local, and private funding sources o Creation of a housing trust fund and/or capitalization of an affordable housing revolving loan fund • New Tool Development Formation of a Land Bank to create a pipeline for underutilized parcels into affordable housing or mixed-use projects Potential creation of a shared equity housing model in specific neighborhoods • Tenants' Rights and Anti-Displacement Strategies—Approaches such as right-to-counsel programs, foreclosure prevention counseling, and preservation initiatives for naturally occurring affordable housing. Each proposed strategy will be evaluated based on its feasibility within the Corp's legal and fiscal context, its potential impact on affordability and access, and the partnerships required for effective implementation. These strategies will form the foundation for the implementation framework, which will clearly outline action steps, production targets, timelines, responsible entities, and other performance metrics to help the Corp track progress in meeting the community's housing needs. Task 2.1c Other Policy Recommendations and Strategies HR&A will work closely and iteratively with the client team to develop strategic recommendations to meet the housing goals, using the priority tools identified. This may include developing new tools or making changes to existing housing programs, policies, and investments to better align outputs with housing needs. For each recommendation, we will provide context illustrating the recommended policy change or investment, implementation needs and timing, key partners, anticipated impacts, and metrics to track success. We expect recommendations to include consideration of strategies such as opportunities for regional collaboration, long-term guidance of the Corp's existing affordable housing assets, strategies that support economic development and enterprise attraction, strategies for rehabilitation of historic housing stock, and more. Deliverables° Implementation framework identifying actions, indicators, timelines, and responsible organizations from information gathered in previous Tasks Task 2.2 Final Report Upon completion of the Housing Needs Assessment and Toolkit, HR&A will prepare a full package of final deliverables for the Corp. This will include a preliminary draft of the report for Corp review and comment. After receiving consolidated feedback, HR&A will produce a visually compelling Final Report that incorporates any requested changes, along with a standalone Page l0 of 12 Executive Summary that communicates key findings, goals, and recommended actions in a concise and accessible format. The Final Report package will include one (1) original, six(6) paper copies, and one (1) electronic copy of the Housing Needs Assessment and Toolkit, as well as one (1) paper copy and one (1) electronic copy of a PowerPoint presentation summarizing the report's findings and recommendations. In addition, HR&A will provide one (1) electronic copy of all GIS shapefiles, maps, and other supplementary data developed throughout the project. HR&A will deliver (1) in-personal final presentation to the Corpus Christi Housing Finance Corporation Board, and (1) in-person presentation to the Corpus Christi Housing Authority Board. These presentations will be designed for reuse by City staff at future briefings with staff, elected officials, and community stakeholders to ensure the findings and recommendations are clearly communicated and widely understood. Deliverables: Draft deliverable for review and comment, final deliverable report and presentation, electronic copy of all GIS files, maps and other supplementary data Page 11 of 12 Proposed Project Schedule HR&A anticipates completing the scope of work described above within twelve months of initiating work. The timeline below illustrates the proposed pace of task completion and an initial cadence of public and committee engagement. Months 1 2 3 4 5 6 7 8 9 10 11 12 Project Kickoff& Initiation Housing Needs Assessment Housing Demand Projection Prioritization &Goal Setting N Explore Innovation Other Policy Recs/Strategies Final Toolkit Check-In Goals Decision Point Month 1 Kickoff, project goals, data sharing Month 4 Data findings, identification of housing gaps and Potential strategies to consider opportunities, strategy identification, priorities' identification Month 7 Selection and development of strategies Priority strategies for the plan Month 9 Review strategies, identify implementation steps Critical paths for strategies' implementation Month 10 Housing Toolkit draft for review Month 12 Final Analysis and Toolkit for approval Final Plan approval Page 12 of 12 ATTACHMENT B: BID/PRICING SCHEDULE Pricing Form CONTRACTS AND PROCUREMENT DEPARTMENT RFP No. 6722 Housing Needs Assessment and Toolkit PAGE 1 OF 1 DATE: 2/12/26 Phillip Kash, HR&A Advisors F47 K.' PROPOSER AUTHORIZED SIGNATURE 1. Refer to "Instructions to Proposers" and Contract Terms and Conditions before completing proposal. 2. Provide your best price for each item. 3. In submitting this proposal, Proposer certifies that: a. the prices in this proposal have been arrived at independently, without consultation, communication, or agreement with any other Proposer or competitor, for the purpose of restricting competition with regard to prices; b. Proposer is an Equal Opportunity Employer; and the Disclosure of Interest information on file with Corp's Contracts and Procurement office. c. Proposer has incorporated any changes issue through Addenda to the RFP in this pricing. d. Best and Final Offer TASK 1: HOUSING NEEDS ASSESSMENT TOTAL PRICE: $_ 100,000 DESCRIPTION: DELIVERABLE/S: TIME TO COMPLETE: OPTIONAL-Task 1 may be broken out into subtasks (ie Tasks 1.1, 1.2, 1.3, etc.) to facilitate invoicing as payments will be contingent upon task and/or subtask completion. Subtasks must also follow format above with price, detailed description, deliverables, and time to complete. TASK 2: HOUSING TOOLKIT TOTAL PRICE: $_50,000_ DESCRIPTION: DELIVERABLE/S: TIME TO COMPLETE: OPTIONAL-Task 2 may be broken out into subtasks (ie Tasks 2.1, 2.2, 2.3, etc.) to facilitate invoicing as payments will be contingent upon task and/or subtask completion. Subtasks must also follow format above with price, detailed description, deliverables, and time to complete. Service Agreement Standard Form Page 1 of 1 Approved as to Legal Form December 1,2020 ATTACHMENT C: INSURANCE AND BOND REQUIREMENTS LIABILITY INSURANCE 1 . Contractor must not commence work under this agreement until all insurance required has been obtained and approved by the Corporation. Contractor must not allow any subcontractor Agency to commence work until all similar insurance required of the subcontractor Agency has been so obtained. 2. Contractor must furnish to the Corporation One (1) copy of Certificates of Insurance (COI) with applicable policy endorsements showing the following minimum coverage by a company(s) acceptable to the Corp. The Corporation must be listed as an additional insured for the General Liability and Auto Liability policies, by endorsement, and a waiver of subrogation is required on all applicable policies. Endorsements must be provided with COI. Project name and number must be listed in Description Box of COI. TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE 30-written day notice of cancellation, Bodily Injury and Property Damage required on all certificates or by Per occurrence - aggregate applicable policy endorsements ERRORS & OMMISSIONS $1,000,000 Per Occurrence $1,000,000 Aggregate 3. In the event of accidents of any kind related to this project, Contractor must furnish the Corporation with copies of all reports of such accidents within 10 days of the accident. Additional Requirements- 1. Applicable for paid employees, Contractor must obtain workers' compensation coverage through a licensed insurance company. The coverage must be written on a policy and endorsements approved by the Texas Department of Insurance. The workers' compensation coverage provided must be in an amount sufficient to assure that all workers' compensation obligations incurred by the Contractor will be promptly met. An All States endorsement shall be required if Contractor is not domiciled in Page 1 of 3 the State of Texas. 2. Contractor shall obtain and maintain in full force and effect for the duration of this Contract, and any extension hereof, at Contractor's sole expense, insurance coverage written on an occurrence basis, by companies authorized and admitted to do business in the State of Texas and with an A.M. Best's rating of no less than A- VII. 3. Contractor shall be required to submit replacement Certificate of Insurance to Corporation at the address provided below within ten days of any change made by the Contractor or as requested by the Corp. Contractor shall pay any costs incurred resulting from said changes. All notices under this Article shall be given to Corp at the following address: P.O. Box 9277 Corpus Christi, TX 78469-9277 4. Contractor agrees that with respect to the above required insurance, all insurance policies are to contain or be endorsed to contain the following required provisions: ■ List the Corp and its officers, officials, employees, and volunteers, as additional insureds by endorsement with regard to operations, completed operations and activities of or on behalf of the named insured performed under contract with the Corp, with the exception of the workers' compensation policy. ■ Provide for an endorsement that the "other insurance" clause shall not apply to the Corp where the Corp is an additional insured shown on the policy; ■ Workers' compensation and employers' liability policies will provide a waiver of subrogation in favor of the Corp; and ■ Provide 30 calendar days advance written notice directly to Corp of any cancellation, non-renewal, material change or termination in coverage and not less than ten calendar days advance written notice for nonpayment of premium. 5. Within five calendar days of a cancellation, non-renewal, material change or termination of coverage, Contractor shall provide a replacement Certificate of Insurance and applicable endorsements to Corp. Corp shall have the option Page 2 of 3 to suspend Contractor's performance should there be a lapse in coverage at any time during this contract. Failure to provide and to maintain the required insurance shall constitute a material breach of this contract. 6. In addition to any other remedies the Corp may have upon Contractor's failure to provide and maintain any insurance or policy endorsements to the extent and within the time herein required, the Corp shall have the right to order Contractor to stop work hereunder, and/or withhold any payment(s) which become due to Contractor hereunder until Contractor demonstrates compliance with the requirements hereof. 7. Nothing herein contained shall be construed as limiting in any way the extent to which Contractor may be held responsible for payments of damages to persons or property resulting from Contractor's or its subcontractor's performance of the work covered under this contract. 8. It is agreed that Contractor's insurance shall be deemed primary and non- contributory with respect to any insurance or self-insurance carried by the Corp for liability arising out of operations under this contract. 9. It is understood and agreed that the insurance required is in addition to and separate from any other obligation contained in this agreement. BOND REQUIREMENTS: There are no bonds for this service agreement. 2025 Insurance Requirements Contracts for General Services-Services Performed On-Offsite- Errors & Omissions Page 3 of 3 ATTACHMENT D: WARRANTY REQUIREMENTS No warranty is required for this service. Page 1 of 1