California Housing Finance Agency - Request for Proposals for Advice and Recommendations 2026
California Housing Finance Agency | State of CaliforniaState · Sacramento, CA- Due
- Dec 31, 2026
- 58 days left
- Posted
- Jul 1, 2026
- Primary contact
- Erwin Tam
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Summary
The California Housing Finance Agency invites proposals for advice and recommendations from investment banking firms, brokers, dealers, and financial services entities to assist in documenting compliance with the Municipal Advisor Rule exemption.
The scope includes developing strategies to structure new money or refunding single family mortgage revenue bonds, multifamily revenue bonds, and conduit or standalone indentures using tax-exempt or taxable securities or loans. Vendors will also identify new financing structures supported by financial analysis and research. Proposals should be submitted to Erwin Tam, Director of Financing, at 500 Capitol Mall, Suite 1400, Sacramento, CA 95814. The RFP is open from July 1, 2026 through December 31, 2026.
- Submit to
- Erwin Tam, Director of Financing, California Housing Finance Agency, 500 Capitol Mall, Suite 1400, MS 940, Sacramento, CA 95814
- Scope location
- Sacramento, CA
- Reported agency
- California Housing Finance Agency
Questions about this RFP
How do I respond to this RFP from California Housing Finance Agency | State of California?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 31, 2026. Submissions should be delivered to: Erwin Tam, Director of Financing, California Housing Finance Agency, 500 Capitol Mall, Suite 1400, MS 940, Sacramento, CA 95814. For questions, contact Erwin Tam.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including California Housing Finance Agency | State of California in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Erwin Tam. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from California Housing Finance Agency | State of California?
All active and historical solicitations from California Housing Finance Agency | State of California are tracked and searchable. As a state agency, California Housing Finance Agency | State of California regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of December 31, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from California Housing Finance Agency | State of California for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sacramento, CA. Review the full solicitation for detailed scope requirements.