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  5. ›CHEFA Loan/Portfolio Management Platform

Connecticut CHEFA·Connecticut

CHEFA Loan/Portfolio Management Platform

Closes 3/17/2026$500k – $1.5MRequest for Proposal
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Description

The Connecticut Health and Educational Facilities Authority (CHEFA) is seeking a vendor to provide a comprehensive Loan/Portfolio Management Platform. The solution must support record‑keeping for tax‑exempt bond issuances, loan administration, and reporting for approximately 120 bond transactions across 75 nonprofit borrowers. The platform should be secure, scalable, and capable of integrating with CHEFA’s existing financial systems. • Design, develop, and implement a web‑based loan portfolio management system. • Provide data migration, user training, and ongoing technical support. • Ensure compliance with federal and state reporting requirements for conduit bond financing.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Kara Stuart(Main Contact)

[email protected]

(860) 520-4700

Key dates

Opened
2/20/2026
Closes
3/17/2026

Last updated

Details

Type
Request for Proposal
Industry
Information Technology and Software Development
NAICS
541511
Solicitation №
CHEFA02202026

Budget estimate

$500,000 – $1,500,000

No specific contract value is disclosed. Based on the scope—designing, building, deploying, and supporting an enterprise‑grade loan portfolio system for a quasi‑public agency—similar projects typically range from $500,000 to $1,500,000, depending on feature complexity, integration depth, and support duration.

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