Anaheim Housing Authority On-Call Financial Consulting Services

The City of Anaheim Housing Authority ("Housing Authority") is issuing a Request for Proposals from consultant firms ("Consultants") specializing in housing and financial services. The Housing Authority wishes to enter into agreements with one or more professional firms with specific expertise, in the areas listed below, to establish a strong and comprehensive team of technical consultants to support the efforts of the Housing Authority. The Proposals are due no later than 5:00 p.m. (PST) on Friday, June 26, 2026.

Based on program needs, the Housing Authority may enter into a multi-year professional service agreement with one or more consultants. The consultants would serve the Housing Authority on an “on- call” basis for the length of the agreement period at an established fee schedule.

The Housing Authority also maintains professional service agreements with other types of consultants. The selected individual and/or firm(s) may be directed to work with these other consultants to complete specific projects, including providing peer reviews, opinions, and assessments.

The Housing Authority uses a formal written work order process for individual projects assigned to professional consultants. In this process, the Housing Authority requests fee proposals that include a scope of work, schedule, and not-to-exceed fixed fee prior to the initiation of work.

Background

Project Details

• Reference ID: 2025-RFP-0026-01
• Department: Housing & Community Development
• Department Head: Grace Ruiz-Stepter (Director)

Important Dates

• Questions Due: 2026-06-19T00:00:00.000Z
• Answers Posted By: 2026-06-23T00:00:00.000Z

Evaluation Criteria

• Respondent's ability to perform the tasks based on previous experience with similar govt entities of size and scope (30 pts) —

  Evaluation of proposals will be conducted through a fair, impartial, and competitive selection process, in which evaluation will not be based on cost alone. The Housing Authority has established an Evaluation Committee, comprised of appropriate personnel, to review and score the proposals. The Housing Authority reserves the right to select a Proposer solely based on the information submitted in the proposal and to award a contract without any further discussions. Therefore, proposals should be submitted initially on the most favorable terms available to the Housing Authority, including pricing, contractual terms and conditions, and technical approach. The Housing Authority also reserves the right to conduct discussions with Proposers, if necessary, to clarify or expand upon submitted proposals.

• Qualifications and Experience of the Specific Individuals Who Will Work on the Project (20 pts)
• Project Timeline & Implementation Plan (15 pts)
• Innovation and Value Add (10 pts) —

  Propose any innovate approaches or solutions that could provide added value to the services being requested in this RFP. The Housing Authority also invites proposers to identify any cost savings strategies or efficiencies they can offer.

• Price Proposal (25 pts)
• Interview/Demonstrations (100 pts) —

  The City reserves the right to consider the top-ranking proposals based on a natural break in the evaluation scores. In the event of closely ranked proposals, the City will focus on the proposals that fall within this natural break for further consideration. An interview phase may be conducted with the highest-ranking proposals to allow for a more in-depth evaluation of the vendor's qualifications and approach before a final selection is made.

Submission Requirements

• CRITERIA ONE (required) —

  Proposers must demonstrate at least five (5) years of experience providing financial consulting services related to affordable housing, public finance, real estate development, tax credit financing, bond financing, market analysis, and/or economic research. This includes descriptions of similar projects completed within the last three (3) years and demonstrate experience working with public agencies and housing organizations. Demonstrated success in handling complex development projects will be given higher weight. 

• CRITERIA TWO (required) —

  Proposers must identify the key personnel who will provide services under the contract and describe their qualifications, relevant experience, certifications, and areas of expertise. An organizational chart and resumes shall be provided. The proposal should demonstrate the firm's capacity to provide timely and responsive support for multiple concurrent assignments.

• CRITERIA THREE (required) —

  Proposers must demonstrate a clear understanding of the Housing Authority's affordable housing and community development objectives and describe their approach to providing on-call financial consulting services. The proposer should explain methodologies for conducting financial feasibility analyses, market studies, public finance evaluations, tax credit analyses, and other requested services.

• CRITERIA FOUR (required) —

  Proposers must provide a minimum of three (3) references from recent clients (within the past 2-3 years), preferably public agencies, for projects similar in scope and complexity. Evaluation will consider the firm's history of delivering high-quality work products, meeting project schedules, maintaining effective communication, and successfully completing assignments within budget. 

• CRITERIA FIVE (required) —

  Proposers must submit a comprehensive fee schedule identifying hourly rates for all personnel classifications and services. Evaluation will consider the reasonableness and competitiveness of proposed rates, overall value to the Housing Authority, and the firm's ability to provide cost-effective services while maintaining a high level of expertise and responsiveness. 

• Confirmation of Authorized Representative (required) —

  I certify that I, the individual responding to this RFP, am an authorized representative with the authority to certify and submit the following legally binding statements in this Proposal on behalf of my company.*

• Name and title of authorized representative certifying and submitting this proposal response. (required)
• Proposal will be valid for a period of 365 days (required) —

  Proposal will be valid for a period of days

• How long will your proposal be valid? (required)
• Company Legal name and DBA, if applicable (required)
• If your company is incorporated, please include the name(s) and title(s) of the officers (required)
• Business Address (required)
• Telephone Number (required)
• Email Address (required)
• Length of time the firm has been in business (required)
• Length of time at current location (required)
• Federal Tax I.D. No. (required)
• Regular Business Hours (required)
• Contact Person in Reference to this RFP (required)
• Contact Person/Email Address for Accounts Payable (required)
• Conflict of Interest Statement (required) —

  The Political Reform Act (Government Code sections 81000 - 91014) and Government Code section 1090 prohibit any City public official or officer from involvement in a governmental decision or contract in which he or she has a financial interest.

  It is the responsibility of the contractor, contractor’s employees, and subcontractors who perform work under contract with the City to evaluate any potential conflict of interests. Be advised that a prohibited conflict of interest may void any award where a conflict exists.

  I, the undersigned, hereby certify that I have reviewed and understand the above paragraphs, and in furtherance of the foregoing, I have evaluated and caused my company’s employees and subcontractors to evaluate any potential conflict of interests. Based on this evaluation, I hereby further certify that no such conflict of interests exists. 

• Non-Collusion Declaration (required) —

  I represent the party (“Respondent”) making the foregoing proposal (“Proposal”) and declare as follows:

  • The Proposal is not made in the interest of or on the behalf of any undisclosed person, partnership, company, association, organization, or corporation; 
  • The Proposal is genuine and not collusive or a sham; 
  • The Respondent has not directly or indirectly induced or solicited any other respondent to put in a false or sham proposal and has not directly or indirectly colluded, conspired, connived, or agreed with any other respondent or anyone else to put in a sham proposal or withhold from submitting a proposal;
  • The Respondent has not in any manner directly or indirectly sought by agreement, communication, or conference with anyone to fix the Proposal price of the Respondent or of any other respondent or to fix any overhead profit or cost element of the Proposal price, or of that of any other respondent, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; and
  • All statements contained in the Proposal are true, and further, that Respondent has not directly or indirectly submitted its Proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid and will not pay any fee in connection therewith, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, or to any other individual except to any person or persons as have a partnership or other financial interest with Respondent in the general business. 
• Contractor Performance (required) —

  Address whether at any time during the past five years respondent has had a contract terminated for convenience, non-performance, or any other reason, or has been a party in a legal action involving a customer. Describe the situation(s) including name and address of contracting party and circumstances.

• Litigation in relation to the services provided to the City or other government entities in the past five (5) years (required) —

  Respondent must certify either Yes or No:

  1. (Yes) Respondent certifies current/past litigation as follows:

     1. Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, in the past five (5) years.

  2. (No) Respondent certifies that Respondent or any proposed subcontractors do not have any past or current litigation described above.
• Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, against the City in the past five (5) years (required)
• Name/Ownership Changes (required) —

  Respondent certifies past company name changes and/or ownership changes, for Respondent’s firm as follows:

• If yes, please describe: (required)
• Statement of Compliance (required) —
  1. (Yes): Proposer certifies it is in strict compliance with this RFP, including, but not limited to the terms and conditions set forth in the Model Contract and its Attachments, and no exceptions are proposed. 
  2. (No): Proposer certifies it is in strict compliance with this RFP, including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, except for those exceptions expressly listed as required by this RFP and attached hereto.  Attachments for each proposed exception to this RFP, including, but not limited to the Model Contract, must include: 
     
     1. The complete provision Bidder is taking exception to.
     2. The RFP page number and section of the provision Proposer is taking exception to.
     3. The suggested rewording (i.e., Microsoft Word track changes)
     4. Reason(s) for submitting the proposed exception.
     5. Any impact the proposed exception may have on the services to be provided.
• Identify Contract Exceptions to be Considered Below: (required)
• Financial Status (required) —

  Proposer shall indicate whether its principals, directors, or majority shareholder(s), or any company Proposer has held a controlling interest in, or which has held a controller interest in Proposer, has ever filed or has been involuntarily put into bankruptcy or has been declared bankrupt. If yes, attach statement indicating the bankruptcy date, court jurisdiction, trustee’s name and telephone number, amount of liabilities, amount of assets and current status of bankruptcy.  Select "YES" to attach information or select "NO" if no prior or pending action.

• W-9 FORM (required)
• Evidence of Insurance (required) —

  Please upload your insurance certificate and endorsements that demonstrate your ability to provide the required insurance.

• Upload Proposal (required)
• Upload Fee Schedule (required)
• Pricing (required) —

  In what format would you like vendors to submit their pricing?

• Delivery Time (required) —

  Would you like the vendors to include their anticipated delivery or lead time? Select yes if lead time is applicable to this project.

• Would you like to include a Minimum Qualifications section in this RFP? (required) —

  Select "Yes" if you want to include a section that defines required Minimum Qualifications that respondents must meet to be eligible for consideration. This section is used to ensure that only respondents with appropriate experience, certifications, or other baseline criteria are evaluated.

• List the Minimum Qualifications Applicable to this Project (required) —

  Minimum Qualifications:

  Clearly specify all mandatory qualifications respondents must meet. Use bullet points or numbered lists for clarity. Consider including:

  • Required certifications (e.g. CPA), licenses (e.g. CSLB), or accreditations (e.g., state-issued professional licenses, industry certifications, etc.).
  • Minimum years (standard is five (5) years) of experience in providing the requested service.
  • Minimum number of similar projects successfully completed and/or project sizes or capacities relevant to this procurement within the last five (5) years.
  • Any financial stability requirements (such as financial statements), if applicable.
  • Any specific technical expertise, regulatory knowledge, or personnel qualifications that are essential for successful contract performance.