Request for Proposals: Implementation
Partner – RIVER Program
Issued by: Palatka Housing Authority (PHA)
Issue Date: [January 30, 2026] • Questions Due: [February 13, 2026] • Proposals Due:
[March 3, 2026] • Anticipated Award: [March 31, 2026]
1) Purpose
The Palatka Housing Authority (PHA) is seeking an Implementation Partner to lead the end-to-
end coordination and successful rollout of the RIVER Program—which transforms current U.S.
Department of Housing and Urban Development (HUD) Qualified participants into small-
property landlords (1-4 units). The Partner will serve as the single accountable lead,
coordinating all vendors (developer, contractor, curriculum provider, etc.) and PHA staff to
deliver the program on time, on budget, and in full compliance with all HUD regulations and
local procurement requirements.
The Partner is a coordinator and manager of accountability, not a self-performing developer
or general contractor.
2) Scope of Services: Key Workstreams
The Partner will be responsible for overseeing the following areas, ensuring quality, schedule,
and compliance milestones are met across the entire delivery team. Proposals must include a
detailed workplan, timeline (Gantt), staffing, and risk register for each workstream.
A. Approvals and Program Structure
● Objective: Secure all federal and local approvals, and establish a clear, compliant
pathway from program launch to ownership transfer while protecting long-term
affordability.
● Key Tasks:
○ Develop a single approvals roadmap and calendar (e.g., PHA Board actions,
HUD submissions, plan amendments).
○ Recommend the best rent-assistance (e.g., PBV/HCV) structure and timing to
protect residents during and after the sale.
○ Draft all key program documents, including affordability covenants and non-
purchaser protections.
○ Maintain a live, audit-ready Compliance Library for all HUD cost principles and
local procurement rules.
B. Development Oversight and Quality Control
● Objective: Work with the selected developer and contractor to ensure the construction
of small multi-unit properties meets quality standards, stays on schedule, and adheres
to the approved budget.
● Key Tasks:
○ Chair and manage a standing "delivery meeting" with the full development team,
tracking progress and driving risk resolution.
○ Establish and track design and quality guardrails that align with long-term
maintenance and training needs.
○ Manage vendor procurements (A/E, GC, etc.), enforcing Section 3/MBE
participation and workforce goals.
○ Oversee construction controls (change orders, pay applications, draw
processes) and confirm lease-up readiness for program operations.
C. Rental Finance Modeling and Program Transition
● Objective: Model the financial viability of the asset across its two regulatory phases and
design the compliant workflow for this transition, ensuring participant financial stability
and continuity of tenancy for the remaining residents.
● Key Tasks:
○ Phase 1 Model (Pre-Sale - Public Housing): Create a detailed financial model
for the four-unit property reflecting Public Housing (PH) rules for rents, tenant
income calculations, and operating expenses.
■ Context: The RIVER participant lives in one unit as a PH resident; the
other three units are also PH occupied.
○ Phase 2 Model (Post-Sale - Owner + PBV): Create a detailed financial model
for the property reflecting the Owner-Occupant status and Project-Based
Voucher (PBV) rules for the three rental units, including PBV contract rents,
applicable tenant utility allowances, and operating assumptions.
■ Context: At closing, the RIVER participant becomes the owner-occupant
and exits PHA programs; the other three units transition from PH to PBV.
○ Transition Workflow: Design the comprehensive handoff plan, making
assumptions explicit for: effective dates of conversion, required HUD/PHA
inspections/approvals, resident communications, and continuity of occupancy.
D. Program Operations and Participant Management
● Objective: Operate RIVER as a high-accountability training and ownership-onboarding
platform from recruitment through transfer.
● Key Tasks:
○ Lead or coordinate the delivery of a credentialed landlord curriculum that
aligns with HUD standards and focuses on compliance, property management,
and asset stewardship.
○ Design and implement an equity-centered selection process and case
management protocols for participants.
○ Define participant reserve targets and the savings schedule that builds "skin-in-
the-game" without undue financial burden.
○ Manage the ownership onboarding process and post-transfer support plan.
○ Manage all program delivery vendors (curriculum, outreach, etc.), maintaining
clear scopes, performance scorecards, and reporting compliance.
E. Data, Reporting, and Audit Readiness
● Objective: Implement durable, user-friendly systems that make RIVER "audit-ready
every day".
● Key Tasks:
○ Design a simple data system to track key information (units, participants, training
completions, reserves, and rent status).
○ Produce a monthly dashboard and performance report for PHA leadership,
covering schedule, budget, risks, and participant outcomes.
○ Manage the Risk & Issues Log with clear owners and mitigation steps.
○ Ensure all documentation, workflows, and reporting align with HUD and local
audit standards.
3) Minimum Qualifications
● Successful leadership of at least three mixed public/mission-driven housing
implementations spanning approvals through stabilized operations.
● Documented experience coordinating multi-party teams (PHA, developer, contractor,
property manager, consultants) and holding them to shared schedule/budget goals.
● Proven experience modeling and forecasting rental rates and compliance across both
Public Housing and HCV/PBV programs.
● Demonstrated capacity to deliver or coordinate landlord curriculum, participant case
management workflows, and compliant data/reporting systems.
4) Proposal Requirements (10 pages maximum, excluding
appendices)
1. Approach: Clear grasp of the RIVER model and a detailed plan for coordinating the
team and controlling schedule, budget, quality, and compliance on track.
2. Workplan & Timeline: Detailed workplan for the first 90 days and through the first
ownership transfers, including key risks and mitigations.
3. Team: Roles, time commitments, and relevant résumés for key personnel; identify any
subconsultants.
4. Similar Projects: Brief case studies with outcomes and references demonstrating
coordination and accountability.
5. Budget & Pricing: Milestone-based fixed fee with assumptions; policy for
reimbursables.
6. Sample Tools: One-page examples (dashboard, risk log, budget report, rental pro
forma excerpt).
5) Evaluation
Criterion
Weight What We Will Look For
Program Coordination 25%
& Approach
Clear plan for managing the multi-party team and
keeping goals on track.
Approvals and
Compliance Strategy
15%
Practical approvals roadmap and audit-ready systems.
Development Oversight 15%
Depth
Controls for quality, budget, and schedule (no self-
performance).
Rental Finance
15%
Modeling & Transition
Credible financial models for both PH and PBV
phases, and a robust workflow to manage the
compliance and resident transition.
Program Operations & 15%
Outcomes
Credentialed curriculum, clear participant process, and
readiness plan.
Data & Reporting
Systems
10%
Usable dashboards and audit-ready data tracking.
Price and Value
5%
Cost-effectiveness and milestone alignment.
6) Term, Compensation, and Key Terms
● Initial Term: [24 months] with option renewals aligned to program phases.
● Compensation: Milestone-based payments with holdbacks/retainage tied to accepted
deliverables and performance targets.
● Key Personnel: Changes to named key staff require PHA approval.
● Intellectual Property (IP) Ownership: All work product and data systems delivered
under this contract are the exclusive property of PHA.
7) Submission Instructions
● Submit one PDF proposal to [wmthomas@palatkaha.org] by [March 3, 2026, 4:00
PM ET].
● Questions must be submitted in writing to Ms. Willie Mae Thomas at
wmthomas@palatkaha.org by [February 13, 2026].
● An optional pre-proposal conference will be held on [February 16, 2026 at 10:00 a.m
est], at 400 N. 15th St, Palatka, FL 32177 and on zoom. Zoom Link can be found on the
PHA website under procurement at: www.palatkaha.org
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.