County of San Mateo - Financial Underwriting of Affordable Housing Development Funding Applications - RFP 2027-RFP-00182 (2026)
San Mateo CountyCounty · Redwood City, CA- Due
- Nov 21, 2026
- 17 days left
- Posted
- Nov 2, 2026
- Contract term
- 2 years
- Primary contact
- Douglas Frederick
- (650) 561-5069
The 30-second brief
The San Mateo County Department of Housing (DOH) is seeking qualified consultants to provide financial analyses, compliance monitoring, training, and project management support for affordable housing development projects funded through local, state, and federal housing programs, including CDBG, HOME, and the Affordable Housing Fund (AHF). The scope includes reviewing and evaluating AHF and CDBG/HOME NOFA funding applications, performing due diligence underwriting reviews for new construction affordable rental housing and rehabilitation projects, conducting compliance monitoring on operating budgets and residual receipts, providing staff training and office hours, and assisting with construction and permanent loan closings in San Mateo County, California. The submission deadline is November 20, 2026, with a non-mandatory pre-proposal meeting on November 9, 2026, and question deadline on November 11, 2026. The contract term is two years with one two-year option to extend.
Due diligence underwriting reviews of 10-15 AHF NOFA applications and 5-7 CDBG/HOME NOFA applications; compliance monitoring reports and residual receipts calculations; affordable housing policy and pro forma staff training; project management for construction and permanent loan closings
Project Approach (9.5%), Firm Qualifications (23.8%), Team Qualifications (19%), Interview (19%), Price (23.8%), Local Business Preference (4.8%)
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Summary
The San Mateo County Department of Housing (DOH) is seeking qualified consultants to provide financial analyses, compliance monitoring, training, and project management support for affordable housing development projects funded through local, state, and federal housing programs, including CDBG, HOME, and the Affordable Housing Fund (AHF).
The scope includes reviewing and evaluating AHF and CDBG/HOME NOFA funding applications, performing due diligence underwriting reviews for new construction affordable rental housing and rehabilitation projects, conducting compliance monitoring on operating budgets and residual receipts, providing staff training and office hours, and assisting with construction and permanent loan closings in San Mateo County, California. The submission deadline is November 20, 2026, with a non-mandatory pre-proposal meeting on November 9, 2026, and question deadline on November 11, 2026. The contract term is two years with one two-year option to extend.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
4- Due diligence underwriting reviews of 10-15 AHF NOFA applications and 5-7 CDBG/HOME NOFA applications
- Compliance monitoring reports and residual receipts calculations
- Affordable housing policy and pro forma staff training
- Project management for construction and permanent loan closings
REQUIRED ATTACHMENTS
9- Technical Proposal
- Fee Proposal
- Letter of Introduction and Executive Summary
- Statement of Minimum Qualifications
- Proposed Schedule
- Firm Qualifications
- Team Qualifications
- References
- Local Business Self-Attestation
- Submit to
- https://procurement.opengov.com/portal/smcgov
- Duration
- 48 months
- Scope location
- San Mateo, CA
- Reported agency
- County of San Mateo
Questions about this RFP
How do I respond to this RFP from San Mateo County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 21, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/smcgov. For questions, contact Douglas Frederick.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including San Mateo County 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 Douglas Frederick at (650) 561-5069. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Due diligence underwriting reviews of 10-15 AHF NOFA applications and 5-7 CDBG/HOME NOFA applications; compliance monitoring reports and residual receipts calculations; affordable housing policy and pro forma staff training; project management for construction and permanent loan closings. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Project Approach (9.5%), Firm Qualifications (23.8%), Team Qualifications (19%), Interview (19%), Price (23.8%), Local Business Preference (4.8%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Mateo County?
All active and historical solicitations from San Mateo County are tracked and searchable. As a county agency, San Mateo County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 2 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 21, 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. This solicitation specifically requires the following attachments: Technical Proposal, Fee Proposal, Letter of Introduction and Executive Summary, Statement of Minimum Qualifications, Proposed Schedule, Firm Qualifications, Team Qualifications, References, Local Busi. Review the full document from San Mateo County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Mateo, CA. Review the full solicitation for detailed scope requirements.