Oklahoma Housing Finance Agency - Corporate Trustee Services for OHFA 2026-2027 Multifamily Housing Bonds - 2026
Oklahoma Housing Finance AgencyState Housing Authority · Oklahoma City, OK- Due
- Oct 5, 2026
- Deadline passed
- Posted
- Sep 14, 2026
- Contract term
- 1 year
- Primary contact
- Kevin Benge
- (555) 123-4567
The 30-second brief
The Oklahoma Housing Finance Agency (OHFA) is seeking proposals from qualified service providers to act as a Corporate Trustee Bank for transactions related to the OHFA 2026-2027 Multifamily Housing Bond Program. Scope of services includes basic trustee duties as registrar, paying agent, transfer agent, investment of funds, monthly summaries, review and comment on bond indentures, investment agreements, and remarketing agreements, and participation in the planning and execution of closings. Eligible developments involve private activity bonds, 501(c)(3) bonds, essential governmental function bonds, and multifamily mortgage revenue bond (MRB) refundings. Proposals are due by 4:30 PM CST on October 05, 2026, submitted electronically via email to [email protected]. Written questions are due by September 21, 2026.
Firm Overview (Weight 8, Max 40), Multi-Family MRB Experience 2022-2024 (Weight 6, Max 30), Fees and Expenses (Weight 6, Max 30)
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Summary
The Oklahoma Housing Finance Agency (OHFA) is seeking proposals from qualified service providers to act as a Corporate Trustee Bank for transactions related to the OHFA 2026-2027 Multifamily Housing Bond Program.
Scope of services includes basic trustee duties as registrar, paying agent, transfer agent, investment of funds, monthly summaries, review and comment on bond indentures, investment agreements, and remarketing agreements, and participation in the planning and execution of closings. Eligible developments involve private activity bonds, 501(c)(3) bonds, essential governmental function bonds, and multifamily mortgage revenue bond (MRB) refundings. Proposals are due by 4:30 PM CST on October 05, 2026, submitted electronically via email to [email protected]. Written questions are due by September 21, 2026.
EVALUATION CRITERIA
3- Firm Overview (Weight 8, Max 40)
- Multi-Family MRB Experience 2022-2024 (Weight 6, Max 30)
- Fees and Expenses (Weight 6, Max 30)
REQUIRED ATTACHMENTS
8- Certificate of Independent Price Determination
- Execution of this Proposal
- Certificate of No Conflicting Relationships
- Non-collusion Affidavit of Vendor
- Certification of Non-Debarment
- Fee & Expense Form
- Professional Liability Insurance
- Financial statements
- Submit to
- [email protected]
- Scope location
- Oklahoma City, OK
Questions about this RFP
How do I respond to this RFP from Oklahoma Housing Finance Agency?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 5, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Kevin Benge.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Oklahoma Housing Finance Agency in OK, 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 Kevin Benge at (555) 123-4567. Questions and answers are typically shared with all prospective bidders.
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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: "Firm Overview (Weight 8, Max 40), Multi-Family MRB Experience 2022-2024 (Weight 6, Max 30), Fees and Expenses (Weight 6, Max 30)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Oklahoma Housing Finance Agency?
All active and historical solicitations from Oklahoma Housing Finance Agency are tracked and searchable. As a state housing authority agency, Oklahoma Housing Finance Agency 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 1 year. 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: Certificate of Independent Price Determination, Execution of this Proposal, Certificate of No Conflicting Relationships, Non-collusion Affidavit of Vendor, Certification of Non-Debarment, Fee & Expens. Review the full document from Oklahoma Housing Finance Agency for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Oklahoma City, OK. Review the full solicitation for detailed scope requirements.