Oklahoma Housing Finance Agency Financial Advisor Services RFP 2026
Oklahoma Housing Finance AgencyState Housing Authority · Oklahoma City, OK- Due
- Apr 20, 2026
- Deadline passed
- Posted
- Mar 20, 2026
- Contract term
- 1 year
- Primary contact
- Ohfa Procurement And Facilities Director
The 30-second brief
Oklahoma Housing Finance Agency (OHFA) is seeking proposals from qualified firms to serve as its Financial Advisor for the 2026 Single Family Mortgage Revenue Bond Program. The selected advisor will provide strategic guidance, assist in structuring and executing bond transactions, and ensure compliance with regulations.
Financial advisory services, Market and program strategy analysis, Bond issue structuring, Cash-flow analyses, Financing alternatives assessment, Refunding opportunities evaluation, Rating agency presentations, Reinvestment of bond proceeds advice, Regulatory compliance support, Program management contributions, Mortgage pipeline funding strategies evaluation, TBA execution assistance, Council of Bond Oversight cap calculations, Staff assistance, Mortgage pipeline management, Daily rate sheets preparation, Other reasonable bond issue services.
Qualifications, staff experience, relevant MRB advisory background, analysis capability, clarity of approach, and proposed fees.
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Summary
Oklahoma Housing Finance Agency (OHFA) is seeking proposals from qualified firms to serve as its Financial Advisor for the 2026 Single Family Mortgage Revenue Bond Program.
The selected advisor will provide strategic guidance, assist in structuring and executing bond transactions, and ensure compliance with regulations.
EVALUATION CRITERIA
6- Qualifications
- Staff experience
- Relevant MRB advisory background
- Analysis capability
- Clarity of approach
- Proposed fees
REQUIRED DELIVERABLES
17- Financial advisory services
- Market and program strategy analysis
- Bond issue structuring
- Cash-flow analyses
- Financing alternatives assessment
- Refunding opportunities evaluation
- Rating agency presentations
- Reinvestment of bond proceeds advice
- Regulatory compliance support
- Program management contributions
- Mortgage pipeline funding strategies evaluation
- TBA execution assistance
- Council of Bond Oversight cap calculations
- Staff assistance
- Mortgage pipeline management
- Daily rate sheets preparation
- Other reasonable bond issue services
REQUIRED ATTACHMENTS
Certificate of Independent Price Determination, Certificate of No Conflicting Relationships
REQUIRED STAFFING
3- Submit to
- Scope location
- Oklahoma
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 April 20, 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. For questions, contact Ohfa Procurement And Facilities Director.
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 Ohfa Procurement And Facilities Director. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: General Financial Advice, Single Project Specific Financial Advice, Computer Cash Flows and Certificates/Analyses. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Financial advisory services, Market and program strategy analysis, Bond issue structuring, Cash-flow analyses, Financing alternatives assessment, Refunding opportunities evaluation, Rating agency presentations, Reinvestment of bond proceeds advice, Regulatory compliance support, Program management c. Proposals should clearly address how each deliverable will be met.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Qualifications, staff experience, relevant MRB advisory background, analysis capability, clarity of approach, and proposed fees." 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, Certificate of No Conflicting Relationships. Additionally, proposals should address staffing requirements as outlined in the solicitation. 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. Review the full solicitation for detailed scope requirements.