2026-RFP-FIN-001 - RFP- Financial Consultant

AI Summary

The Housing Authority of the City of Alameda seeks a financial consultant with expertise in Yardi, public housing, and affordable housing finance to provide accounting and finance services. Key dates include a May 5, 2026 open date and May 30, 2026 submission deadline.

Opportunity details

Solicitation No.: 233950
Type / RFx: RFP
Status: Open
Level: city
Published Date: Invalid Date
Due Date: May 30, 2026
NAICS Code: 541213 AI guide
Jurisdiction: Housing Authority of the City of Alameda
State: California
Agency: Housing Authority of the City of Alameda

Description

The AHA is looking to enter into an agreement with a qualified fee accountant, consultant or firm to provide as needed services for a wide range of accounting and finance services for AHA.The Consultant shall:• Have a minimum of five years of experience in the Yardi database • Have a minimum of three years experience for a Public Housing Agency, or non profit affordable housing developer/operator or experience with the low-income housing tax credit, or experience with public accounting firm specializing in the above.• Have the ability to perform all the required services on a timely basis and by statutory deadlines.• Demonstrate understanding of statutory and/or regulatory frameworks governing the Housing Authority of the City of Alameda and non profit affordable housing.• Comply with California State law and the ordinances and policies. • Certify that the consultant is not debarred from performing any services for HUD, HUD related programs, IRS programs and/or any other governmental or private agency.

Commodity Codes

Commodity Codes: UNSPSC 841116 Audit services UNSPSC 80101603 Economic or financial evaluation of projects UNSPSC 80111605 Temporary financial staffing needs UNSPSC 80111708 Permanent financial staffing needs UNSPSC 84111502 Financial accounting service: Service that provides the activities inherent in financial accounting UNSPSC 84121706 Financial asset management service: Consulting services related to the management of financial assets. UNSPSC 93151501 Public enterprises management or financial services UNSPSC 81103407 Asset portfolio service: Small project or asset portfolio management service involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor. Active portfolio management requires strategically buying and selling stocks and other assets in an effort to beat the broader market. UNSPSC 84111509 Finance advisory consulting services: Service that provides all activities including Audit Services, Accounting Services and Corporate Finance.

Events & Timeline

Status	Event Name	Location	Description	Dates	Mandatory
Ongoing	Open Date	Online Portal	Posting date for the Opportunity	May 5th 2026, 4:30 PM PDT	N/A
Upcoming	Financial Consultant RFP- Virtual Bidder's Conference	https://v.ringcentral.com/join/481176435?pw=c4f5522fb45140085440304ca79f7ca0	Optional- Financial Consultant RFP- Virtual Bidder's Conference Link: https://v.ringcentral.com/join/481176435?pw=c4f5522fb45140085440304ca79f7ca0 Meeting ID: 481176435 Password: ru34f4ZUBy Or dial: +1 (650) 4191505 United States (San Mateo, CA) +1 (510) 7474330 United States (Alameda, CA) Access Code / Meeting ID: 481176435 Dial-in password: 7834349829	May 14th 2026, 2:00 PM PDT - May 14th 2026, 3:00 PM PDT	No
Upcoming	Questions Due Date	Online Portal	Deadline to submit Questions	May 15th 2026, 4:00 PM PDT	N/A
Upcoming	Close Date	Online Portal	Deadline for Submissions	May 30th 2026, 4:00 PM PDT	N/A

Requested Information

Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.

Name	Type	# Files	Requirement	Instructions	Actions
Conflict of Interest	File Type: PDF (.pdf)	Multiple	Required
Proposal Submittal Checklist (Q-18LQ)	Questionnaire: Excel (.xlsx)	1	Required	You will need to fill out the provided Response Template for this Questionnaire.	Download
Pricing Items	File Type: Excel (.xls, .xlsx)	Multiple	Required
Proposal	File Type: PDF (.pdf)	Multiple	Required
Attachment B- Form of Proposal	File Type: PDF (.pdf)	Multiple	Required
Financial Consultant Services (BT-14JL)	BidTable: Datatable	N/A	Required	You will need to complete the BidTable online in the browser. The BidTable can be filled any time during your submission. Please note that BidTables may take a significant amount of time to prepare.

Attachments

Key dates

Invalid DatePublished
May 30, 2026Responses Due

AI classification tags

financial consulting accounting services public housing agency low income housing tax credit financial advisory services audit services nonprofit affordable housing financial asset management

Frequently asked questions

SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.