Financial Analysis and Advisory Services

The Vendor is required to provide financial analysis and advisory services on a task-order basis, including, but not limited to, the following:
1. Development and transaction evaluation:
• Review and analyze development proposals submitted to authority, including but not limited to rad, LIHTC, mixed-income, and mixed-use projects.
• Evaluate the financial feasibility, proposed deal structure, and long-term affordability outcomes of proposed transactions.
• Analyze proposed project pro formas, budgets, sources and uses, and operating projections.
2. Right of first refusal (ROFR) and acquisition analysis:
• Evaluate the financial and strategic implications of exercising authority right of first refusal under 26 USC 42(i) (7) or under contractual agreements.
• Provide a cost-benefit analysis of potential acquisitions, considering current operating performance, regulatory requirements, and the long-term value to the authority.
• Advise on structuring and financing options for such acquisitions.
3. Developer fee and partnership structuring:
• Assess proposed developer fee levels, timing, and distribution arrangements.
• Recommendations for equitable fee-sharing between authority and its partners.
• Advise on partnership terms including GP/LP roles, profit splits, promote structures, and asset management fees.
4. Portfolio and asset management support:
• Conduct financial assessments of authority owned or affiliated properties, including stabilized and transitioning assets.
• Analyze historical and projected cash flows to identify performance trends, capital needs, or restructuring opportunities.
• Guide refinancing, resyndication, or disposition strategies.
5. Subsidy layering and compliance review:
• Perform subsidy layering analysis consistent with HUD requirements.
• Evaluate compliance risk and financial exposure based on the layering of public funding
• Assist in reviewing regulatory agreements, ground leases, and related documents.
6. Capital stack and financing strategy advisory:
• Advise on potential sources of gap financing, including soft debt, tax credits, state and federal grants, and philanthropic capital.
• Model alternative capital stack configurations and debt scenarios.
• Recommend strategies to enhance project competitiveness and long-term sustainability.