USA(California)
ACCT-0314

RFP Description

The vendor is required to provide financial advisory services to be provided on an as-needed basis.
- Apprise agency of new and creative financing techniques or concepts, new relevant housing legislation and advice agency generally on strategy options and alternatives relating to the development of proposed programs, project finance activities, and other affordable housing initiatives.
- Prepare and review pro-forma models for any agency property (currently owned and targeted acquisitions), (i) including but not limited to new construction or acquisition of mixed-finance/mixed-income projects, fully affordable projects, market rate projects which include a transition to income restricted units, mixed use projects, adaptive reuse projects, and commercial projects, (ii) which may utilize funding sources including but not limited to low income housing tax credits, tax-exempt governmental or private activity bonds, taxable bonds, affordable and conventional multifamily lending products, federal, state, and local hard and soft debt programs, philanthropic or program-related investment loans, conventional equity, and grants.
- Assist in preparing applications for private funding and public funding/grants from philanthropic sources and other government agencies, including but not limited to tax credits allocated by the state tax credit allocation committee, tax-exempt bonds allocated by the state debt limit allocation committee, and any gap funding, grant, lending, or credit enhancement programs administered by the city
- Assist in financial planning for real estate developments and investments consistent with housing and urban development regulations and requirements including maintenance of required budgets and accounts.
- Assist as needed in the creation of agency presentation support materials. 
- This includes review of presentation material with agency and updates as required. 
- If required, secure domain and hosting services, prepare website materials and assist in, updating and maintaining the website as directed by agency.
- Any other related advisory services.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: June 12, 2025

Timeline

RFP Posted Date: Wednesday, 04 Jun, 2025
Proposal Meeting/
Conference Date:
NA
NA
Deadline for
Questions/inquiries:
Thursday, 12 Jun, 2025
Proposal Due Date: Monday, 30 Jun, 2025
Authority: Government
Acceptable: Only for USA Organization
Work of Performance: Offsite
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