MassHousing Investment Management and Advisory Services RFP 2026
MassHousing, Boston, MA·State Housing Authority
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- Reported Agency
- Massachusetts Housing Finance Agency
- Primary Contact
- Waseem Arshad
- Contract Term
- 3 years
- Duration
- 60 months
- Scope Location
- Boston, MA
- Submission Address
- [email protected]
SUMMARY
MassHousing is soliciting proposals for a consultant to provide investment management and advisory services for its bond resolutions and capital accounts. The contract term is 3 years with two 1-year options, due Sept. 24, 2026.
EVALUATION CRITERIA
Responsiveness, Financial and organizational stability, Understanding of scope, Quality and timeliness of work plan, Technical capabilities, Alignment of Culture and Values, Experience and qualifications, Cost-effectiveness, Past performance
REQUIRED DELIVERABLES
Monthly and quarterly statements, Investment strategies, Electronic trade files
REQUIRED ATTACHMENTS
Transmittal Letter, Firm Description, Executive Summary, References, Project Plan, Pricing Matrix, Exhibit C
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from MassHousing?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 24, 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: [email protected]. For questions, contact Waseem Arshad.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Responsiveness, Financial and organizational stability, Understanding of scope, Quality and timeliness of work plan, Technical capabilities, Alignment of Culture and Values, Experience and qualificati..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from MassHousing?
All active and historical solicitations from MassHousing are tracked and searchable. As a state housing authority agency, MassHousing 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 3 years. Contract terms may include renewal options.
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: Transmittal Letter, Firm Description, Executive Summary, References, Project Plan, Pricing Matrix, Exhibit C. Review the full document from MassHousing for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including MassHousing in MA, 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 Waseem Arshad. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Boston, MA. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Monthly and quarterly statements, Investment strategies, Electronic trade files. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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