Request for Proposals

  • Request for Proposals

Request for Proposals – Single Family Trust Services

OHFA is seeking proposals from qualified banking institutions to provide Trust Services for the Single-Family Mortgage Revenue Bonds (SFMRB) of OHFA as specified in this Request for Proposal (RFP). The Trust Services provided will be in accordance with all applicable SFMRB rules and regulations, and in accordance with the Indentures issued by OHFA. The Ohio Housing Finance Agency (OHFA) is seeking proposals from qualified firms to serve as Trustee or Trustee Services Provider to OHFA.

OHFA intends to select a Trustee who will consult with OHFA staff, its financial advisor, underwriters and bond counsel for the purpose of providing Trust Services for the SFMRBs of OHFA for the period of January 1, 2025 through December 31, 2029 (subject to rights regarding the resignation or removal of the trustee of the applicable indenture). OHFA's portfolio of SFMRB as of August 31, 2024 is listed in Exhibit D.

Proposals must be submitted no later than 5:00 p.m. (EST) on November 1, 2024.

Request for Proposals – Arbitrage Rebate Consulting Services

OHFA is seeking proposals from entities qualified to perform rebate calculations and provide legal opinions (Rebate Analyst) relating to OHFA's Mortgage Revenue Bonds under multiple indentures as specified in this Request for Proposal. OHFA intends to select a Rebate Analyst who will consult with OHFA staff and its advisors for the purpose of providing specific rebate calculations and opinion services relating to arbitrage rebate payments, as stated in Section 148(f) of the Internal Revenue Code of 1986 (the Code), of the MRBs of OHFA for the period of January 1, 2025, through December 31, 2028.

Proposals must be submitted no later than 5:00 pm (EST) October 28, 2024.

Request for Proposals – Single-Family Investment Banker

OHFA is seeking proposals from qualified firms to serve as Single-Family Investment Banker to OHFA. This investment banker will consult with OHFA staff on a regular basis and serve as senior manager(s), co-manager(s) and/or selling group member(s) in connection with the issuance or placement of various series of single family bonds, debt, certificates or instruments. OHFA may at its option, issue or place bonds, debt, certificates or instruments under its existing bond indentures or under new programs or indentures (including new standalone indentures or programs) as it sees fit. The proposed engagement covers the period January 1, 2025, through December 31, 2027.

Proposals must be submitted no later than 5:00 pm (EST) November 6, 2024.

RFP Schedule

RFPs are posted on our website approximately six months before they expire.

Current Contract
Expiration Date		 Type of Contract Office
2024
12/31/2024 Customer Videos Public Affairs
12/31/2024 Arbitrage Rebate Consulting Services Finance
12/31/2024 Investment Banker Capital Markets
12/31/2024 Trustee Services Finance
2025
6/30/2025 Financial Advisor/Cash Flow Provider Capital Markets/Finance
12/31/2025 Single-Family Servicer Residential Lending
2026
5/31/2026 Construction Site Visits & Monitoring Services Multifamily Housing Development
6/30/2026 Environmental Reviews Multifamily Housing Development
2027
3/29/2027 Indirect Cost Rate Plan Finance
6/30/2027 Security Services Facilities
6/30/2027 Swap Advisor Capital Markets
9/30/2027 Ohio Opportunity Indices Research & Analytics
2028
6/30/2028 811 Voucher Services Multifamily Housing Development
6/30/2028 811 Waitlist Creation and Management Multifamily Housing Development
2029
6/30/2029 Banking Services Finance
6/30/2029 Investment Advisor Finance
Other
To Be Released Appraisers Single Family Housing (Tax Credit)
To Be Released Multifamily Software Multifamily Housing Development

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