Financial Consulting for Affordable Housing Development

Overview

Financial, Legal, HR & Staffing

Capitola, California, United StatesPosted 9 days agoDeadline: May 22nd, 2026

Fit Score

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SUMMARY

Capitola seeks a financial consulting partner to support all aspects of affordable housing development, from budget preparation to loan and investment closing.

KEY REQUIREMENTS

Must be an individual, business corporation, partnership, joint venture, or other legal entity authorized to do business in the State of California
Must not be disbarred, suspended, or otherwise unlawfully prohibited from participating in any public procurement process
Must have worked on at least three tax credit affordable housing projects within the past five years
Must have demonstrated experience with CDLAC bond financing
Must have experience with predevelopment financing feasibility projections and planning
Must have experience with receipt of tax credit equity and construction loan closing
Must have experience with permanent loan conversion and receipt of 8609

BUDGET

Estimate

$50,000 – $150,000

TIMELINE

RFP Issue Date: April 21st, 2026

Questions Due Date: May 5th, 2026

Submission Due Date: May 22nd, 2026

Interviews: Week of June 1st, 2026

Recommendation / Notification of Award: Week of June 8th, 2026

QUESTION DEADLINE

May 5th, 2026

Issuing Agency

New Horizons Affordable Housing And Development Inc.

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Capitola, California is seeking a vendor to provide comprehensive financial consulting services for affordable housing development projects. The selected consultant will be responsible for reviewing and preparing development budgets and proformas, as well as providing technical support regarding financial feasibility aspects. Responsibilities include active participation in discussions with prospective or existing lenders, investors, government agencies, and other development team members.

Additional tasks involve preparing and reviewing applications for tax credits and other financing or funding sources, assisting with the preparation of loan and investment closing documents, and offering guidance on optimizing loan sizing, equity raises, deal terms, interest rates, and equity pay-ins. The consultant will also support processes related to bond closings and certifications for tax-exempt bonds, handle subsidy layering review submissions, and aid in construction loan closings and tax credit syndication. Coordination of permanent loan conversion and management of equity pay-ins are also key aspects of the scope.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.