FINANCIAL and DEVELOPMENT ADVISORY SERVICES
Closed State & local contract opportunity
- Solicitation number
- 2020.046P
- State
- Oregon
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- 84111703 Budget preparation or review services
- 84111503 Tax accounting service
- 84111702 Investor relations services or programs
- 84121700 Investment advice
- 64102001 Education savings account
- 64102007 Basic investment account
- 84101702 Debt reorganization
- 84121702 Investment policy
- 80161601 Property management services
- 84111501 Cost accounting service
Show all 34
- 84111504 Bookkeeping services
- 84111506 Billing services
- 64102000 Investment accounts
- 64102002 Health savings account
- 64102006 Simplified employee pension SEP account
- 64102008 Managed investment account
- 84101703 Debt servicing
- 80161600 Business facilities oversight
- 84111502 Financial accounting service
- 80161602 Receiving or inventorying services
- 64102003 Individual retirement account IRA, corporate
- 84121705 Market data
- 93141902 Rural investment services
- 80161603 Furniture project administration or management
- 84110000 Accounting and bookkeeping services
- 84111509 Finance advisory consulting services
- 84111701 Treasury services
- 64102004 Individual retirement account IRA, personal
- 64102005 Individual retirement account IRA, public sector
- 84101701 Debt negotiation
- 84121701 Investment advisers
- 84121703 Investment analysis
- 84121704 Investment agreements
- 80131801 Property management
- Point of contact
-
- Suzi Fulcher suzi_fulcher@co.washington.or.us (503) 846-8734
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
The Washington County Housing Authority (HAWC) has issued a Request for Proposals (RFP) seeking Financial and Development Advisory Services for portfolio restructuring, redevelopments, and affordable housing acquisitions. The procurement, identified as Proposal No. 2020.046P, targets professional consultants who can provide comprehensive services across various housing project types, including acquisition, renovation, and new construction. Specific service requirements include evaluating Low Income Housing Tax Credit (LIHTC) syndication options, public housing repositioning, HUD Section 18 conversions, strategic asset recommendations, and developing renovation scopes of work. The evaluation process will utilize a 200-point scoring system, assessing proposers' expertise in areas such as public housing authority experience, portfolio restructuring, LIHTC project management, RAD conversions, mixed-finance projects, and organizational management. Proposals are due by 3:00 pm (PT) on May 21, 2020, with a maximum contract term of five years. Proposers must submit electronic proposals through ProcureNow and are limited to 15 pages of written material, excluding biographies and appendices. The County reserves the right to conduct interviews with top-scoring proposers during the week of June 15-19, 2020, with potential additional points assigned during this process.
The RFP does not explicitly mention specific set-aside designations for disadvantaged enterprises. Proposers must complete multiple certifications, including compliance with Oregon tax laws, non-debarment, non-discrimination, and disclosure of resident vendor status. The solicitation allows for potential cooperative purchasing, enabling bidders to extend their pricing and terms to other public agencies. While a specific budget range is not detailed, the comprehensive nature of the services suggests a substantial contract value for the selected consultant. Vendors must confirm they have not entered into collusion with other bidders and agree to keep their proposal valid for 180 calendar days from the proposal due date. The primary contact for this solicitation is Joshua Crites, Assistant Director, located at 111 NE Lincoln in Hillsboro, Oregon. Proposers are required to create a free account on ProcureNow to participate in the bidding process, with a question submission deadline of May 14, 2020, at 2:00 pm.
Opportunity text
The Washington County Housing Authority (HAWC) requests proposals from qualified professional consultants to provide Financial and Development Advisory Services in connection with proposed portfolio restructuring, redevelopments and acquisition of affordable housing. HAWC has an on-going need for these types of professional services to support a wide variety of acquisition, renovation and new construction projects.
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