Professional Services Agreement - Incremental Development Alliance - Small Real Estate Capacity Building and Tech Assistance

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EXHIBIT A SCOPE OF WORK City of South Bend Small Real Estate Capacity Building and Technical Assistance Incremental Development Alliance August 12, 2019 This scope of work outlines two types of services to be deployed on a recurring and ongoing basis to assist a variety of audiences in the City of South Bend to implement small development projects at the neighborhood level. SCOPE OF SERVICES Service One: Agency Level Strategic Coaching / Technical Assistance The City of South Bend in its Community and Economic Development efforts has requested assistance in devising and/or deploying a strategic implementation actions related to small development activities at the neighborhood scale. This could include a range of technical assistance activities examining housing, community development, economic development, physical planning and financial structure of residential, commercial, industrial and/or mixed use real estate projects. These activities include working directly with city staff as well as potentially participating in meetings with community members or business owners to look at multidisciplinary regulatory/financial issues to create strategies for development projects to start or be more successful. Technical assistance will be deployed via in person visits and phone/video calls. Service Two: Project Level Mentoring of Existing or Potential Small Developers The City has identified individuals and development organizations who could use assistance in the conceptualization, organization, refinement or execution of a small (1-3 building) or incremental (larger site or building being phased) real estate project. The Alliance has a staff and faculty with a range of experience that can be deployed to assist projects and their implementers move forward from whatever starting point they are currently at. For the purposes of this contract, the scope of the number of projects involved in ongoing (multiple engagements over time) shall be limited to 10. The City can deploy the Alliance for any number of one-off meetings to discuss options or ideas for a project with an individual. Technical assistance will be deployed via in person visits and phone/video calls. There are two major audiences of people served through this scope of coaching: Audience 1: Train neighborhood based individuals and property owners how to develop small buildings, often owner occupied (or owner -adjacent). These are often key neighborhood residents or property owners who are also very civically in engaged. They sit on neighborhood level nonprofits, are engaged in religious institutions or are involved with Main Street or preservation related groups. They have deep human relationships, but very light technical skills for how regulatory mechanisms work, how buildings function and the details around financial transactions. Once technically trained, they can most often overcome the largest hurdles and complete more difficult projects because they have both human networks and often resources confined to hyper local neighborhood projects. This also covers less civically active property owners who may have inherited properties personally or through business transactions and may not have the skills or capital to redevelop or improve. In more of a one-time development way, owner -occupants (or want to be) of businesses or residential properties can help stabilize neighborhoods and provide a clustering effect of both owners and renters who equally care about their place.