City of Santa Ana PlanetBids #26-034A

Santa Ana Affordable Housing Financial and Advisory Services Solicitation

The City of Santa Ana, through its Community Development department and the Santa Ana Housing Authority, is seeking qualified firms to provide financial, analytical, and advisory services for affordable housing and community development programs. - Government Buyer: - City of Santa Ana, Community Development Department - Santa Ana Housing Authority - Services Requested: - Comprehensive financial, real estate, land use, compliance monitoring, and advisory services - Market and financial analysis for affordable, mixed-income, and market-rate housing projects - Subsidy layering and financial gap analysis - Evaluation of development proposals and transaction structuring - Bond advisory services for multifamily and single-family housing - Inclusionary housing financial analysis and program design - Compliance monitoring (affordability covenants, operating budgets, financial reports, loan repayment) - Real estate and land use analysis (State Density Bonus Law, Capital Needs Assessments) - Review of legal and administrative documents - Analysis of Housing Asset Fund expenditures - Surplus Land Act compliance assistance - General advisory services, including participation in public meetings - Unique Requirements: - Minimum five years of relevant experience with affordable housing projects and funding sources (HOME, CDBG, Low-Income Housing Tax Credit, bond financing) - Compliance with federal regulations due to federal funding - Pricing firm for initial three-year term, with possible adjustments for renewals based on CPI - No specific OEMs or vendors are named; solicitation is open to all qualified firms

Description

The City of Santa Ana and the Santa Ana Housing Authority are seeking proposals from qualified firms or organizations to provide comprehensive financial, real estate, land use, compliance monitoring, and advisory services related to housing and community and economic development activities. The selected consultants will serve in a full-service advisory capacity on an as-needed basis. Services include market and financial analysis of housing projects, subsidy layering and financial gap analysis, bond advisory services, inclusionary housing financial analysis, compliance monitoring, real estate and land use analysis, review of legal documents, and assistance with compliance and public meetings. The agreement term is initially three years with possible extensions up to five years.

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