REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION
June 10, 2025
FROM
CARRIE HARMON, Director, Community Development and Housing Department
SUBJECT
Title
Amendment to Contract with Whitaker Real Estate Services, Inc. for Affordable Housing Pro Forma Analysis and Transaction Structuring Services
End
RECOMMENDATION(S)
Recommendation
Approve Amendment No. 4 to Contract No. 4400018237 with Whitaker Real Estate Services, Inc. for affordable housing pro forma analysis and transaction structuring services, increasing the total contract amount by $30,000, from $530,000 to an amount not to exceed $560,000, and extending the contract term by one month, for a new total contract term of July 31, 2021, through July 31, 2025.
(Presenter: Carrie Harmon, Director, 382-3983)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Promote the Countywide Vision.
Create, Maintain and Grow Jobs and Economic Value in the County.
Improve County Government Operations.
Ensure Development of a Well-Planned, Balanced, and Sustainable County.
Provide for the Safety, Health and Social Service Needs of County Residents.
Pursue County Goals and Objectives by Working with Other Agencies and Stakeholders.
FINANCIAL IMPACT
Approval of this item will not result in the use of Discretionary General Funding (Net County Cost). The contract increase of $30,000 will be paid from the HOME Investment Partnerships American Rescue Plan Program. Adequate appropriation and revenue have been included in the Community Development and Housing Department's (CDH) 2024-25 budget and will be included in the 2025-26 recommended budget.
BACKGROUND INFORMATION
Amendment No. 4 (Amendment) to SAP Contract No. 4400018237 (Contract) with Whitaker Real Estate Services, Inc. (Whitaker) will allow CDH to facilitate the successful completion of the acquisition phase for CDH's two motel conversion projects, which require additional time beyond the cur...
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