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SAN ANTONIO HOUSING AUTHORITY February 14, 2013

BOARD OF COMMISSIONERS

RESOLUTION 5309, AUTHORIZING A CONTRACT FOR COMMERCIAL REAL ESTATEBROKERAGE AND CONSULTING SERVICES WITH CANO & COMPANY AND BELMARESPRO~PERTI OR A PERIOD OF ONE YEAR WITH THE...OPTION-.TORENEW FOR TWOADD O

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Loufdes Castro Ramirez ~thry!YMcCormickPresident and CEO -~pment Services

Neighborhood Revitalization Officer

REQUESTED ACTION:Consideration and approval regarding Res01ution5309, authorizing a contract for CommercialReal Estate Brokerage and Consulting Services with Cano & Company and BelmaresProperties for a period of one year with the option to renew for two additional one-year periods.

PURPOSE:To provide real estate services to include but not limited to the marketing, advertising, sellingand acquiring of commercial properties by SAHA and its affiliates. This is in alignment with theSAHA Board-approved Preservation & Expansion Policy and two-year work plan.

FINANCIAL IMPACT:The listing agent will market SAHA properties. For this service, they will receive a fee of 2.59%for a 200-unit residential property, 2.75% for a warehouse property, and 2.9% for vacant land orindustrial property. For transactions where a buyer is represented by another broker, the buyer'sbroker would receive up to 3%. The total Realtor fees that may be paid on any commercialtransaction will not exceed 5.9% and will be paid from the proceeds of the sale of SAHAproperties.

SUMMARY:On August 20, 2012, SAHA issued a "Request for Proposals RFP# 1207-958-83-3858 forResidential Real Estate Broker Services, which closed on September 26, 2012. The RFP waspublished on our website, Electronic State Business Daily (ESBD), La Prensa, the ExpressNews and various other venues (See Advertisement List). A total of three proposals werereceived in response to the RFP: Belmares Properties (HABE and WBE), Cano & Company(HABE), and Robbie Casey Commercial Realty (DBE, ESBE, SBE, and WBE). All proposalswere evaluated on experience, personnel, sales plan, price and the strength of the Section 3and SWMBE Plans. After the initial evaluation of the submitted proposals, interviews wereconducted with the top two proposers: Belmares Properties (HABE and WBE) and Cano &Company (HABE).

Based upon the above factors, Cano & Company (HABE) and Belmares Properties (HABE andWBE) were the highest rated responsive and responsible company.

Cano & Company's (HABE) staff has 32 years of commercial experience working directly withseveral governmental entities, such as: Bexar County Juvenile Detention Center, Bexar CountyAdult Probation Office, U.S. Postal Service, and Alamo Area Council of Governments.Additionally,they havemanyyearsof experienceworkingfor the SanAntonioIndependent

Agenda Item No. 12

SAN ANTONIO HOUSING AUTHORITY February 14, 2013

School District, Society of Saint Vincent De Paul, General Motors, H.E. Butt Grocery and manyothers.

Belmares Properties was established in 1989 as a family run business that has evolved into areal estate brokerage firm. The company is headquartered in San Antonio and is a soleproprietorship small business, with five (5) full-time employees. Belmares Properties specializesin the sales, management and acquisition of real estate for governments, non-profits, privateindustry, and residential clients. Belmares Properties is 51% Hispanic American Woman owned.

ATTACHMENTS:Company ProfileResolution 5309Bid TabCost AnalysisAdvertisement List

Cano and Company Company Profile

Cano and Company was established in 1980 as a commercial real estate brokerage and consulting firm. The company is headquartered in San Antonio, Texas and is a small business which has 2 full time employees. Cano and Company specializes in the sale and acquisition of commercial real estate properties for governments, non-profits and private industry clients. In the past 32 years Cano and Company has completed many transactions and has been recognized as one of the top commercial real estate brokers in San Antonio. Cano and Company is 100% Hispanic American owned. Cano and Company has established a Section 3 plan to provide a SAHA residents interested in pursuing a career in commercial real estate an internship with their firm. They will also be utilizing COS Office Supply, a Section 3 Business Concern, as a supplier and will look for other opportunities to sub-contract with other Section 3 Businesses. Cano and Company also subcontracts with the following S/W/MBEs: Rey Garza Real Estate, Production Graphics, and A & A Secretarial Services.

Belmares Properties Company Profile

Belmares Properties was established in 1989 as a family run business that has evolved into real estate brokerage firm. The company is headquartered in San Antonio, Texas and is a sole proprietorship small business which has 5 full time employees. Belmares Properties specializes in the sale, management and acquisition of real estate for governments, non-profits, private industry, and residential clients. Belmares Properties is 51% Hispanic American Woman owned. Belmares Properties has established a Section 3 plan to provide for notifying residents and business concerns of training, employment and contracting opportunities, facilitating the training and employment of section 3 residents and the award of contracts to section 3 businesses. Belmares Properties also has a formal subcontracting plan to seek out and foster S/W/MBEs.

SAN ANTONIO HOUSING AUTHORITY February 14, 2013

RESOLUTION 5309

RESOLUTION 5309, AUTHORIZING A CONTRACT FOR COMMERCIAL REAL ESTATE BROKERAGE AND CONSULTING SERVICES WITH CANO & COMPANY AND BELMARES PROPERTIES FOR A PERIOD OF ONE YEAR WITH THE OPTION TO RENEW FOR TWO ADDITIONAL ONE-YEAR PERIODS

WHEREAS, the San Antonio Housing Authority, a Texas public instrumentality (“SAHA”) was created under chapter 392 of the Texas Local Government Code (the “Act”) to provide decent, safe and sanitary housing; and

WHEREAS, SAHA created and approved a Preservation and Expansion Policy that guides the strategic decision-making regarding real estate assets;

WHEREAS, SAHA and its affiliates maintain a portfolio of commercial and/or Industrial properties;

WHEREAS, SAHA requires the assistance of Real Estate Brokers for commercial or industrial properties so that it can be in alignment with the approved Plan for the liquidation of non-performing assets;

WHEREAS, this Board of Commissioners has reviewed the foregoing and determined that the action herein authorized is in furtherance of the public purposes of SAHA and its affiliates;

WHEREAS, staff requests that the Board of Commissioners authorize the President and CEO to approve and execute a contract for Commercial Real Estate Brokerage and Consulting Services with Cano & Company and Belmares Properties for a period of one year with the option to renew for two additional one-year periods;

NOW, THEREFORE, BE IT RESOLVED that the Board of Commissioners of SAHA hereby:

1) Approves Resolution No. 5309, authorizing contracts for Commercial Real Estate Brokerage Services and Consulting services with Cano & Company and Belmares Properties on commission for a period of one year with the option to renew for two additional one-year periods; and

2) Approves commissions as submitted in their proposal ranging from 2.59% to 2.9% for listing the property and an additional 2.59% to 2.9% if broker also represents the buyer, depending on the type of property. All acquisitions will carry a 2.5% fee for every $1,000; and

3) Authorizes the President and CEO to execute all necessary documents associated with this matter.

Passed and approved on the 14th day of February, 2013. _____________________________ Ramiro Cavazos Chair, Board of Commissioners

Attested and approved as to form: ______________________________ Lourdes Castro Ramirez President and CEO

Max Points Belmares Cano andCriterion Description Weight Properties Company

Relevant experience: 1-5

30%

Rater 1 3.50 4.50Rater 2 3.00 4.00Rater 3 3.00 4.00Total Score 9.50 12.50Average Score 3.17 4.17Weighted Score 0.95 1.25

Personnel:1-5

10%

Rater 1 4.00 4.50Rater 2 3.00 5.00Rater 3 3.00 5.00Total Score 10.00 14.50Average Score 3.33 4.83Weighted Score 0.33 0.48

Sales Plan:1-5

10%

Rater 1 4.50 4.00Rater 2 3.00 4.00Rater 3 2.00 3.00Total Score 9.50 11.00Average Score 3.17 3.67Weighted Score 0.32 0.37

Price proposal: 1-5

30%

Total Score 4.64 4.14Weighted Score 1.39 1.24

Strength of the Section 3 plan: 1-5

10%

Rater 1 3.00 3.50Rater 2 2.00 3.00Rater 3 2.00 3.00Total Score 7.00 9.50Average Score 2.33 3.17Weighted Score 0.23 0.32

Strength of the S/W/MBE plan: 1-5

10%

Rater 1 3.00 3.00Rater 2 2.00 3.00Rater 3 2.00 3.00Total Score 7.00 9.00Average Score 2.33 3.00Weighted Score 0.23 0.30

Section 3 Preference: A firm may qualify for Section 3 status for up to an additional 5 points.#

Priority 1: As detailed in Attachment D 5 (.25)Priority II: As detailed in Attachment D 4 (.2)Priority III: As detailed in Attachment D 3 (.15)Priority IV: As detailed in Attachment D 2 (.1)Tota Weighted Score 3.46 3.96

TABULATION - Interviews Commercial Real Estate Broker Services

1207-958-83-3858

Max Points Belmares Cano and Robbie CaseyCriterion Description Weight Properties Company Commercial Realty

Relevant experience: 1-530%

Rater 1 3.50 4.50 3.00Rater 2 3.00 5.00 2.00Rater 3 2.50 4.00 2.50Total Score 9.00 13.50 7.50Average Score 3.00 4.50 2.50Weighted Score 0.90 1.35 0.75

Personnel:1-510%

Rater 1 4.00 4.50 3.50Rater 2 3.00 4.00 2.00Rater 3 3.00 4.00 3.00Total Score 10.00 12.50 8.50Average Score 3.33 4.17 2.83Weighted Score 0.33 0.42 0.28

Sales Plan:1-510%

Rater 1 4.50 4.00 2.00Rater 2 4.00 3.00 3.00Rater 3 3.00 4.00 2.00Total Score 11.50 11.00 7.00Average Score 3.83 3.67 2.33Weighted Score 0.38 0.37 0.23

Price proposal: 1-530%

Total Score 4.64 4.14 3.54Weighted Score 1.39 1.24 1.06

Strength of the Section 3 plan: 1-510%

Rater 1 2.50 3.50 3.00Rater 2 3.00 4.00 3.00Rater 3 2.00 2.00 2.00Total Score 7.50 9.50 8.00Average Score 2.50 3.17 2.67Weighted Score 0.25 0.32 0.27

Strength of the S/W/MBE plan: 1-510%

Rater 1 3.00 3.00 0.00Rater 2 4.00 4.00 0.00Rater 3 3.00 3.00 1.00Total Score 10.00 10.00 1.00Average Score 3.33 3.33 0.33Weighted Score 0.33 0.33 0.03

Section 3 Preference: A firm may qualify for Section 3 status for up to an additional 5 points.#

Priority 1: As detailed in Attachment D 5 (.25)Priority II: As detailed in Attachment D 4 (.2)Priority III: As detailed in Attachment D 3 (.15)Priority IV: As detailed in Attachment D 2 (.1)Tota Weighted Score 3.59 4.03 2.63

TABULATION Commercial Real Estate Broker Services

1207-958-83-3858

Advertisement List for RFP 1207-958-83-3858 Commercial Real Estate Broker Services

African American Chamber of Commerce Alamo Asian American Chamber of Commerce Alamo City Black Chamber of Commerce Asian Chamber of Commerce Builder's Exchange Central & South Texas Minority Business Council City of San Antonio Procurement Technical Assistance Ctr Chinese Chamber of Commerce Goodwill Industries Hispanic Chamber of Commerce Hispanic Contractors Association De San Antonio Minority Business Council MACB isqftplanroom/Construction Software Technologies, inc Northside Chamber of Commerce SA Craftsmen Association SA Women's Chamber of Commerce San Antonio Chaper of the AGC South Texas Regional Certification Agency Southside Chamber of Commerce TIBH Industries Texas Veteran’s Commission UTSA Minority Business Westside Chamber of Commerce Women's Business Enterprise Keller Williams, IH10 Market Center San Antonio Board of Realtors (SABOR) SOUTH TEXAS HORIZONS LP CROWNHILL PROPERTIES, LLC CADENA PROPERTY MANAGEMENT LLC Re/Max North-San Antonio Folks Realty Debbie Kline Belmares Properties