Administrative Planning and Support Services for the Orange County Housing Finance Trust

The Orange County Housing Finance Trust (OCHFT), through the County of Orange's County Executive Office, is soliciting proposals for Administrative Planning and Support Services. This procurement seeks qualified firms to provide comprehensive services including NOFA coordination, communication, application intake, threshold review, meeting support, reporting, loan commitment and closing support, and compliance documentation. Minimum qualifications require five years of experience performing the described services, with firms needing to demonstrate capacity to provide IRS verification, tax-exempt status documentation, and regulatory compliance materials. The proposal evaluation will utilize a 500-point written scoring scale, with points allocated across firm background and qualifications (175 points), key personnel and staffing (125 points), work plan quality (125 points), response organization (50 points), and model contract compliance (25 points). Key dates include a question and answer period closing January 28, 2026, at 2:00 PM PDT, with proposal submissions due February 13, 2026, at 2:00 PM PDT. Potential oral interviews are tentatively scheduled for the week of March 9, 2026, which could add an additional 400 points to the evaluation process.

The contract is anticipated to be structured as a fixed monthly fee arrangement with an initial three-year term and potential renewal options for two additional years, subject to mutual agreement and County Board of Supervisors approval. While specific set-aside designations are not explicitly detailed in the provided documentation, the procurement appears open to qualified firms meeting the specified experience and capability requirements. The annual budget and specific monthly fee are currently listed as "TBD" in the Request for Proposal (RFP), indicating flexibility in the contract's financial structure. Contractors will be responsible for their own expenses, including telephone communications, travel within Orange County, parking, and out-of-pocket costs. Invoicing will occur monthly in arrears, with payment processed within 30 days of receipt and approval. Respondents must certify that their pricing is equivalent to or less than prices quoted to other government entities, with a commitment to no price increases during the contract term.