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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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IWiflu-lii�7 <br />CITY OF SANTA ANA COMMUNITY DEVELOPMENT AGENCY <br />REQUEST FOR QUALIFICATIONS FOR AFFORDABLE HOUSING FINANCIAL, ANALYTICAL AND <br />ADVISORY SERVICES (RFQ) <br />List and describe the contracts performed by your firm which demonstrate your ability to provide the services <br />Included in the scope of services. Attach additional pages if required for additional references. The City <br />reserves the right to contact each of the references listed for additional information regarding your firm's <br />qualifications. <br />Reference No.1 <br />Customer Name: City of Oakland Contract individual: Ms. Shola Olatoye <br />Address: 250 Frank H. Ogawa Plaza Phone Number: 510-238-3714 <br />Suite 6301 <br />Oakland, CA 94612 Facsimile Number: 510-238.3691 <br />Email: solaytoye@oakiandca.gov <br />Contract Amount: $99 800 Year: 2020 <br />Description of services provided: <br />ORA prepared affordable multifamily underwriting guidelines and policies; prepared an affordable multifamily <br />underwriting financial model; advised on changes to two City Notices of Funding Availability (NOFA) for new <br />construction and for acquisition/rehabilitation, respectively; and prepared an Excel -based five-year Capital Plan <br />that projects funding and expenditures for the City's affordable multifamily rental housing program. <br />Reference No. 2 <br />Customer Name: City of Pasadena, California Contract Individual: Mr. Jim Wong <br />Address: 649 N. Fair Oaks, V Floor Phone Number: 626.744-8316 <br />Pasadena, CA 91105 Facsimile Number: <br />Contract Amount: $200,000 (multiple contracts) Year; 2015-2020 <br />Description of services provided: <br />ORA performed a nexus fee analysis, affordability gap analysis and in lieu fee calculations to update the City's <br />inclusionary housing ordinance and reassessed its existing eight inciusionary housing sub -areas to recommend <br />needed adjustments, ORA served as development advisor to the City on the sale, refinancing and rehabilitation <br />of the Concord Apartments, including financial feasibility assessment, negotiation of deal points with the <br />developer, and reviewing documents for the transaction. <br />City of Santa Ana Community Development Agency <br />Request for Qualifications —Affordable Housing Financial, Analytical and Advisory Services <br />Page 15 <br />
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