Capital Needs Assessment - 2026
Project Information
- Bid Title
- Capital Needs Assessment - 2026
- Issuing Agency
- Lincoln Housing Authority
- Location
- Nebraska
- Published Date
- Dec 19, 2025
- Closing Date
- Jan 30, 2026
- Government Level
- State & Local
- Status
- Closed
- Original Source
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- Bid Documents
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- Project Description
- Capital Needs Assessment - 2026
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INVITATION TO SUBMIT PROPOSALSNotice is hereby given that the Lincoln Housing Authority is accepting proposals for Capital NeedsAssessment and Planning Services for 1,539 housing units.The Lincoln Housing Authority will receive proposals until:10:30 a.m. January 30, 2026at the offices of Lincoln Housing Authority5700 R Street, Lincoln, Nebraska, 68505Proposals received after that time will not be accepted.Specifications may be examined and/or obtained by contacting Ethan Platt at the Lincoln HousingAuthority, 5700 R Street, Lincoln, NE 68505, phone (402) 434-5557 or email: ethan@l-housing.com. TDD 1-800-545-1833 ext.875.Scope of WorkThe Lincoln Housing Authority (LHA) is seeking proposals for Capital Needs Assessments for 1,539units of rental housing. LHA is seeking to improve its ability to plan and budget for long term capitalimprovements, replacements, repairs, and other non-routine expenditures. LHA is requesting a 20-year plan to address the current, on-going, and future physical needs of LHA units. LHA isrequesting separate plans for 20 different developments, and 3 administrative buildings.A. Development Categories: LHA has divided the 1,539 rental units into 20 developmentcategories/projects, and 3 administrative buildings. Each development will require a separate plan.More detailed descriptions and addresses are available upon request.1. Arnold Heights. 463 units of affordable rental housing in the Arnold Heights neighborhood.Former housing for the Lincoln Air Force Base built in the 1950's and 1960's and acquiredby LHA in 1970.2. Burke Plaza. Section 8 New Construction elderly high-rise. Seven stories with 91 units.Built in 1978. Receives ongoing rental assistance from HUD.3. New 32. Section 8 New Construction. 28 duplex units and 4 single family units, scatteredsite. 32 total units built in 1980. Receives ongoing rental assistance from HUD.4. Northwood Terrace. 78 unit apartment complex. 2 three-story and 1 two-story buildings.Built 1969-70 and acquired by LHA in 1973.5. Heritage Square. 47 unit apartment complex. 2 three-story buildings. Built in 1972 andacquired by LHA in 1975.6. Mahoney Manor. 120 unit, eight story elderly high-rise. Built in 1973. Receives ongoingrental assistance from HUD.7. Hall Turnkeys. 23 single family, scattered site units of Turnkey Public Housing. CFPfunded. Built in 1973.8. Hansen Turnkeys. 48 single family, scattered site units of Turnkey Public Housing. CFPfunded. Built in 1973.9. Larson Turnkeys. 24 single family, scattered site units of Turnkey Public Housing. CFPfunded. Built in 1973.10. Pederson Turnkeys. 24 single family, scattered site units of Turnkey Public Housing. CFPfunded. Built in 1973.11. P30. 30 duplex units in 15 buildings of scattered site Public Housing new construction. CFPfunded. Built in 1981.12. A12. 12 single family, scattered site units of acquisition Public Housing. CFP funded.Acquired by LHA in 1988. Various dates of construction.13. F39. 39 scattered site units of acquisition Public Housing. 4 single family and 35 duplexunits. All located in the Arnold Heights neighborhood. Former Air Base housing built in1950's. CFP funded. Acquired in 1994.14. Wood Bridge Apartments and Townhomes. 130 unit apartment complex built in 1997-98using Low Income Housing Tax Credits. Ninety-six apartments, thirty-four townhomes,clubhouse and maintenance/laundry facility located in 20 buildings plus 7 multi-garagestructures with a total of 48 single car garages.15. Crossroads House. 58 unit elderly high-rise, seven stories. First floor is commercial officespace, Floors 2-7 are apartments. Tax Credit Program. Rehabilitated in 1994. Acquired byLHA in 1998.16. Lynn Creek. 16 unit apartment complex in two eight-plex buildings. Built in 1996 and1997. Acquired by LHA in 2000.17. Summer Hill Apartments & Townhomes. 136 Total units. 40 townhome units in 10buildings built in 2001 with Low Income Housing Tax Credits. 96 apartments in 12buildings, plus a clubhouse and 5 garage structures with a total of 28 single car garages thatwere built in 2003.18. Prairie Crossing Apartments & Townhomes. 76 total units built in 2007-08 with LowIncome Housing Tax Credits. The development consists of 20 townhomes in 5 buildings, 56apartments in 7 buildings, 18 garages in 3 buildings, a clubhouse and a maintenance building.19. Sunny Ridge Townhomes. 28 total townhome units built in 1997 with Low IncomeHousing Tax Credits. Acquired by LHA in 2016. The development consists of 28 townhomes in 7 buildings, and a leasing office/clubhouse building.20. Emerald View Apartments & Townhomes. 64 total units built in 2023-2024 with LowIncome Housing Tax Credits. The development consists of 8 townhomes in 2 buildings, 56apartments in 7 buildings, a leasing office/clubhouse building, a maintenance building, and4 multi-garage structures with a total of 15 single car garages.Administrative Buildings.21. Family Resource Center. A one-story building with 6,144 square feet built by LHA in 1995.Located in the Arnold Heights neighborhood, the FRC contains a daycare, office space andmeeting space.22. Main Administrative Building. A two-story building built in 1976 with an addition addedin 2001. It has 19,454 square feet. It serves as the main office building for LHA.23. Maintenance Shop. A 12,960 square foot maintenance shop and office building; a 8,448square foot vehicle storage building; and a 2,400 square foot 3-bay storage garage.B. Services Required:1. Inspect and evaluate the properties and identify the immediate, critical physical needs -repairs, replacements and significant maintenance items which should be done immediately.The contractor may conduct inspections of a sampling of units. LHA expects any samplingto be structured and proportionate to different site conditions and unit types. LHA expectsthat nearly all needed repairs will be observed and identified.2. Inspect and evaluate the properties and identify the physical needs over the next 20 years.Determine what needs to be done to ensure the long-term viability of each project andpreserve the properties in good repair. This will include analyzing the remaining useful lifeof all major components based on industry standards and property specific conditions.3. Evaluate and recommend improvements that would add value to the property throughimproved curb appeal, more marketable amenities, operating efficiency, reduced operatingcosts, energy efficiency, or other improvements.4. Determine cost of all proposed work items in present dollar values. LHA expects the finalcost estimates of repairs to be as accurate as practical in present dollar values. Present valuecosts should then be adjusted by an inflation factor for work to be performed in later years.5. Compare projected expenditures to available resources within each development, includingcash flow and reserves as provided by LHA. Prepare a replacement reserve schedule,including an estimate of the initial and annual deposits, accounting for inflation and basedon a 20-year term.6. Based on the information gathered for items 1 through 5, prioritize work items and developa 20-year strategic plan for addressing the needs of each development within the financialconstraints of each development. The plan must include spreadsheets and narrativesdescribing the work to be done, presenting estimated costs, and describing the rationale forthe priorities and recommendations given. The plan must include an annual capitalexpenditure budget and the annual level of reserve deposit necessary to meet the long-termcapital needs of each development. LHA has existing 20-year plans which were prepared in2017 for developments 1-18, and 21-23 listed above. These plans may be used for referenceby the contractor.7. For the HUD Public Housing Developments (#7-13 in Part A above), the contractor mustconduct the assessment in accordance with HUD guidance for the Green Physical NeedsAssessment (GPNA) Tool and the Physical Needs Assessment and Energy AuditRequirements as published in 24 CFR Part 905. In addition to the development level reportsthe final GPNA level reports must be rolled into two AMP level reports that can used forcompleting the GPNA Tool and CFP planning.Amp 2 - Hall, Hansen, Larson, Pederson, P30 (#7-11 in Part A above);Amp 3 - A12 & F39 (#12-13 in Part A above).C. Target Work Deadlines:1. A preliminary report for all developments to be completed by June 1, 2026 for LHA reviewand comment.2. A final report for all developments must be completed by September 1, 2026.D. Proposal Requirements:1. Describe experience of the firm in conducting on-site physical needs assessments and long-term capital needs assessments of rental property.a. Describe experience and specify years of experience of firm conducting on-sitephysical needs assessments of rental property.b. Describe experience and specify years of experience of the firm conducting long termcapital needs assessments and producing 20 year plans.c. Provide project list for assessments completed. Specify number and types ofproperties assessed by company.d. Provide at least three references from list of projects above.2. Describe experience with affordable/low-income housing projects. Describe specificexperience with Public Housing and other HUD programs. Specify experience in preparingComprehensive Needs Assessments/Physical Needs Assessments for HUD insured or publichousing properties, experience and knowledge conducting HUD’s Uniform PhysicalCondition Standards (UPCS) or National Standards for the Physical Inspection of Real Estate(NSPIRE) inspections, and experience and knowledge completing HUD’s Green PhysicalNeeds Assessment and Energy Audit.3. Describe experience and background of principal staff members of the company. Identify allpersonnel, as well as any sub-contractors, to be assigned to this project. Describe experienceof the key personnel in conducting on-site physical needs assessments and long-term capitalneeds assessments of rental property. Demonstrate how the skills, knowledge and experienceof those persons relate to the work to be undertaken. Provide resumes for all personnelidentified to work on this project.4. Provide a plan describing your overall approach and methodology to completing this project.At a minimum include the following:a. Describe your system/protocol for conducting needs assessments. Provide theproposed inspection forms and formats to be used.b. Specify any proposed sampling method for inspecting dwelling units at each of theproperties.c. Describe your methodology for determining the long-term needs, including thestandards you use to determine the remaining useful life of major systems andcomponents.d. Describe your methodology for estimating the costs of work to be done. Include yourmethodology for determining inflation factors. Provide evidence of accuracy of costestimates from previous projects of similar scope.e. Provide a proposed timetable for completing major tasks. Specify dates. Specifyamount of time to be spent on-site for each development.f. Specify the format and information to be provided in LHA's plans. Provide a sampleof a completed capital needs assessment and plan prepared by your company.Describe the differences and similarities between the sample plan and your proposalfor LHA's plans. In addition to paper versions, LHA would like the plans in anelectronic version for future updating. Describe computer format/program in whichplan would be generated.5. Price. Provide proposed fees to complete the project. Provide breakdown of fees for each ofthe developments along with a total fee cost. Explain the basis for establishing the fees. Fees
- Commodity Codes
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- NAICS 541611Administrative Management and General Management Consulting Services
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