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Last modified
11/29/2021 10:00:13 AM
Creation date
11/29/2021 9:57:57 AM
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Contracts
Company Name
DAVID PAUL ROSEN & ASSOCIATES
Contract #
A-2021-229-02
Agency
Community Development
Council Approval Date
11/16/2021
Expiration Date
11/1/2024
Insurance Exp Date
4/1/2022
Destruction Year
2029
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CITY OF SANTA ANA COMMUNITY DEVELOPMENT AGENCY <br />REQUEST FOR QUALIFICATIONS FOR AFFORDABLE HOUSING FINANCIAL, ANALYTICAL AND <br />ADVISORY SERVICES (RFQ) <br />INTRODUCTION <br />The City of Santa Ana (City) and the Housing Authority of the City of Santa Ana (Authority) are issuing this <br />Request for Qualifications (RFQ) for Affordable Housing Financial, Analytical and Advisory Services from <br />professional consulting firms to provide financial analytical and advisory services for general multifamily <br />affordable housing financial advisory services; general single family affordable housing program financial <br />analytical services; multifamily and/or single family bond issuance financial advisory services; and the City's <br />Inclusionary Housing Program financial analysis. The scope of work may include any and all work efforts <br />related to EXHIBIT A — SCOPE OF SERVICES. <br />II. PERIOD OF CONTRACT <br />Unless earlier terminated as allowed for in the Agreement, the agreement term shall be for a period of up to <br />three (3) years. The agreement term is anticipated to commence after City Council award of this agreement <br />and upon receipt and approval of all required insurance documents. <br />The term of this Agreement shall have provision for three (3), one- year renewal options exercisable by the <br />City Manager and City Attorney unless the City notifies the Consultant in writing at least thirty (30) days <br />before the end of the initial term or any extended term, of its intent to terminate the Agreement at the <br />conclusion of the initial term or any extension. <br />III. SCOPE OF WORK / SERVICES <br />The scope of work may include any and all work efforts related to the Affordable Housing Financial, <br />Analytical and Advisory Services per EXHIBIT A— SCOPE OF SERVICES <br />The Contractor shall be. an independent contractor capable of providing experienced, knowledgeable and <br />professional staff. The Contractor shall be responsive and maintain excellent working relationships with city <br />residents, businesses, government officials and City staff. The Contractor shall provide adequate staffing <br />levels at all times and adhere to established schedules. The Consultant shall be knowledgeable of and <br />comply with federal, state and local regulations, including but not limited to the California Health and Safety <br />Code and the Santa Ana Municipal Code. <br />IV. GENERAL INFORMATION <br />A. The term of the contract will begin after the contract is awarded by the City Council. <br />City of Santa Ana Community Development Agency <br />Request for Qualifications — Affordable Housing Financial, Analytical and Advisory Services <br />Page 4 <br />
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