Item 02 - On-Call Agreements for Affordable Housing Services

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projects. Proposers shall have a minimum of five (5) years of recent experience working with affordable housing projects and various funding sources (i.e. HOME Investment Partnerships Program (HOME) funding, Community Development Block Grant (CDBG), Low-Income Housing Tax Credit, bond financing). XII.SUBMITTAL REQUIREMENTS The RFQ is intended to assess and evaluate each firm's capabi lities as they apply to the proposed services. Each firm must address each of the following items in its response to the RFQ: 1)Statement of Qualifications -In order to maintain uniformity, the Statement of Qualifications must be limited to a MAXIMUM OF 25 PAGES (excluding front and back covers). The page limitation incl udes all appendices, attachments and supplemental information. The following information is required: . a) Cover Letter: A letter signed by a principal or authorized representative who can make legally binding commitments for the entity. b)Organizational Background: A brief description of the consultant's firm, including the year the firm was established, type of organization (partnership, corporation, etc.), and a statement of the firm's qualifications for performing the subject consulting services. c)Scope of Services: Include a detailed description of the components of housing financial analytical and/or advisory services. d)Firm or Personnel Experience: A profile of the firm's experience, personnel and history relating to the scope of work identified in Exhibit A -Scope of Services. Include a description of the company profile, including range of the firm's capabilities and service. In addition, provide the names of all personnel who will be assigned to this project, their education and previous ex perience. e)Relevant Experience: List of financial analytical and/or advisory services which your firm or personnel have completed within the last five (5) years. Information should include project description, year completed, client name, along with a person to contact and his/her telephone number. f)Sub consultants: Identification is required of any contemplated sub consultants to be used, with the identification of personnel to be assigned, their qualifications, education, and representative experience. g)References: The Consultant shall submit a list of references comprised of a listing of work similar to that identified in the RFQ. h)Fee Schedule: The fee schedule shall include the hourly rates for each pers onnel category to be used on the project and/or fee for each type of service. Personnel hourly rates shall reflect all costs for office overhead, including phones, cellular phones, vehicles, mileage and other direct and indirect costs. This fee schedule shall reflect all anticipated fee increases. The fee schedule shall include the proposed fees and timeframe for the completion of (1) a subsidy layering analysis for an affordable multi-family project; and (2) financial advisory services for a multi-family bond issuance. 2)EXHIBIT B PROPOSERS STATEMENT AND PROPOSAL ITEM PRICING 3)EXHIBIT C-ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY (NOT REQUIRED UNTIL AFTER CONTRACTOR SELECTION) 4)EXHIBIT D-REFERENCES AND RELEVANT WORK HISTORY /PAST 10 YEARS) City of Santa Ana Community Development Agency Request for Qualifications-Affordable Housing Financial, Analytical and Advisory Services Page 7 EXHIBIT 1