Oklahoma Housing Finance Agency - Financial Advisory Services - 2026-2027
Oklahoma Housing Finance AgencyState Housing Authority · Oklahoma City, OK- Due
- Oct 5, 2026
- Deadline passed
- Posted
- Sep 14, 2026
- Duration
- 12 months
- Primary contact
- Kevin Benge
The 30-second brief
The Oklahoma Housing Finance Agency (OHFA) is seeking proposals from qualified service providers to serve as an independent Financial Advisor for transactions relating to the OHFA 2026-2027 Multifamily Housing Bond Program and in a general financial advisory capacity. The selected firm will assist in the structuring and implementation of developments including private activity bonds, 501(c)(3) bonds, essential governmental function bonds, and multifamily MRB refunding. Proposals are due by 4:30 PM CST on October 05, 2026, submitted electronically to [email protected]. Written questions are due by September 21, 2026. Evaluation criteria consist of Firm Overview (weight 8, max 40 points), Multi-Family MRB Experience 2023-2025 (weight 6, max 30 points), and Fees and Expenses (weight 6, max 30 points).
Firm Overview (40 pts, weight 8), Multi-Family MRB Experience 2023-2025 (30 pts, weight 6), Fees and Expenses (30 pts, weight 6)
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Summary
The Oklahoma Housing Finance Agency (OHFA) is seeking proposals from qualified service providers to serve as an independent Financial Advisor for transactions relating to the OHFA 2026-2027 Multifamily Housing Bond Program and in a general financial advisory capacity.
The selected firm will assist in the structuring and implementation of developments including private activity bonds, 501(c)(3) bonds, essential governmental function bonds, and multifamily MRB refunding. Proposals are due by 4:30 PM CST on October 05, 2026, submitted electronically to [email protected]. Written questions are due by September 21, 2026. Evaluation criteria consist of Firm Overview (weight 8, max 40 points), Multi-Family MRB Experience 2023-2025 (weight 6, max 30 points), and Fees and Expenses (weight 6, max 30 points).
EVALUATION CRITERIA
3- Firm Overview (40 pts, weight 8)
- Multi-Family MRB Experience 2023-2025 (30 pts, weight 6)
- Fees and Expenses (30 pts, weight 6)
REQUIRED ATTACHMENTS
5- Certificate of Independent Price Determination
- Certificate of No Conflicting Relationships
- Non-collusion Affidavit of Vendor
- Certification of Non-Debarment
- Fee & Expense Form
REQUIRED STAFFING
4- 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. 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: President/Chairman, Executive VP/VP, Associate, Analyst. Proposers should demonstrate relevant qualifications and experience for each required role.
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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 (40 pts, weight 8), Multi-Family MRB Experience 2023-2025 (30 pts, weight 6), Fees and Expenses (30 pts, weight 6)" 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 12 months. 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, Non-collusion Affidavit of Vendor, Certification of Non-Debarment, Fee & Expense Form. 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 City, OK. Review the full solicitation for detailed scope requirements.