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Community Development Agency <br />santa-ana.org/cd <br />Item # 2 <br />City of Santa Ana <br />20 Civic Center Plaza, Santa Ana, CA 92701 <br /> Staff Report <br />November 16, 2021 <br />TOPIC: On-Call Agreements for Affordable Housing Financial, Analytical, and Advisory <br />Services <br />AGENDA TITLE: <br />Approve Agreements with Keyser Marston Associates, David Paul Rosen & Associates, <br />and RSG, Inc. for On-Call Affordable Housing Financial, Analytical and Advisory Services <br />on an As–Needed Basis in a Shared Amount not to exceed $250,000 <br />RECOMMENDED ACTION <br />CITY COUNCIL AND HOUSING AUTHORITY <br />Authorize the City Manager and Executive Director of the Housing Authority to execute <br />joint on-call consultant agreements for affordable housing financial, analytical and <br />advisory services with Keyser Marston Associates, David Paul Rosen & Associates, and <br />RSG, Inc., for a three-year term beginning on November 16, 2021, through November 1, <br />2024, in a total shared amount not to exceed $250,000, subject to non-substantive <br />changes approved by the City Manager, Executive Director, and City Attorney. <br />DISCUSSION <br />On September 7, 2021, the City of Santa Ana issued a Request for Qualifications (RFQ <br /># 21-107) for affordable housing financial, analytical, and advisory services from <br />professional consulting firms to provide financial analytical and advisory services for <br />general multifamily affordable housing financial advisory services, general single family <br />affordable housing program financial analytical services, multifamily and/or single family <br />bond issuance financial advisory services, and the City’s inclusionary housing program. <br />The RFQ was posted on the City’s website and the City's Planet Bids portal. Letters <br />announcing the RFQ were sent by e-mail to individuals and firms who had previously <br />requested to be informed of such opportunities as well as other firms that staff identified <br />through research. <br />The Community Development Agency received four proposals before the submission <br />deadline which, following a minimum threshold review by staff, met the minimum <br />requirements of the RFQ. For evaluation purposes, staff formed a Review Panel <br />consisting of four staff from the Community Development Agency. The Review Panel <br />met on September 29, 2021 to review the proposals. Each proposal was evaluated by <br />the Review Panel based upon the evaluation criteria in the RFQ. The following table