request for proposals
The following Request for Proposals is in Adobe PDF file format and must be viewed with Adobe Reader. You can download a free version of Adobe Reader from Adobe's web site.
Request for Proposals – Investment Advisor
The Ohio Housing Finance Agency (OHFA) is seeking proposals from qualified firms to serve as registered investment advisor to OHFA. This advisor will consult with OHFA staff on a regular basis and provide portfolio management services for OHFA's investment reserve balances, in compliance with its investment policy. The contract term is for the period
July 1, 2015, through June 30, 2018.
Proposals must be submitted no later than 4:00pm (EDT) on Friday, May 15, 2015.
- Request for Proposals – Investment Advisor (307 KB Adobe PDF File)
- Exhibit A (104 KB Adobe PDF File)
- Exhibit B (40 KB Word File)
- Exhibit C (23 KB Word File)
- Exhibit D (14 KB Word File)
Request for Proposals – Financial Advisor
The Ohio Housing Finance Agency (OHFA) is seeking proposals from qualified firms to provide financial advisory services for debt issuance and other related financial activities and cash flow consulting and analysis services to OHFA based on various assumptions as specified in this Request for Proposal (RFP). These services provided will be in accordance with all applicable Mortgage Revenue Bond rules, laws, regulations, and policies, and in accordance with the Trust Indentures issued by OHFA.
OHFA intends to select a Financial Advisor who will consult with OHFA staff, its trustee(s), underwriters, rating agencies and bond counsel for the purpose of providing financial advisory services for the General Trust Indenture dated June 1, 1994, the Master Trust Indenture dated December 1, 2009, and all subsequent Series Indentures and all subsequent Trust Indentures that OHFA may issue for the period of July 1, 2015 through June 30, 2019.
Proposals must be submitted no later than 4:00pm (EDT) on Thursday, May 14, 2015.
- Request for Proposals – Financial Advisor (138 KB Adobe PDF File)
**Request for Proposals – Financial Advisor Update**
The Ohio Housing Finance Agency's (OHFA) Request for Proposals for Financial Advisor question period has now closed. No questions were received.
Correction: the start date of services is July 1, 2015, not July 1, 2011 as originally published.