RFP #2318 - TO SERVE AS FINANCIAL ADVISOR

The Housing Opportunities Commission of Montgomery County awarded a four‑year contract to provide comprehensive financial‑advisor services for its housing‑finance programs. The advisor will structure, market, and manage bond and note issuances, produce cash‑flow models, advise on credit‑enhancement mechanisms, and support ongoing financial management and stakeholder engagement. The work includes preparation of official statements, coordination with underwriters, rating agencies, and HUD, and delivery of training and advisory reports on regulatory changes. • Scope covers all aspects of municipal housing‑finance bond issuance (tax‑exempt, private‑activity, taxable). • Services include cash‑flow modeling, yield calculations, arbitrage analyses, and post‑sale performance reviews. • Contract term is four years with two optional one‑year extensions, valued at an estimated $2 million over the base period.