Request for Proposals for Financial Underwriting of Affordable Housing Development Funding Applications
Open State & local contract opportunity Posted
- Solicitation number
- 2027-RFP-00182
- State
- California
- Responses due
Opportunity facts
- Jurisdiction
- NIGP codes
- UNSPSC codes
- 84000000 Financial and Insurance Services
- 84100000 Development finance
- 84101503 Guarantee agreements
- 64100000 Bank offered products
- 64111800 Entitlements or rights
- 64101700 Electronic fund transfer and payment products
- 64111900 Structured financial products
- 64111803 Purchase right
- 64111905 Over the rainbow structured product
- 64101703 Money transfer application
Show all 34
- 84131614 Underwriting service
- 84101501 Financial assistance
- 64000000 Financial Instruments, Products, Contracts and Agreements
- 64101600 Demand deposit accounts
- 64101601 Interest bearing checking account
- 64101701 Bill paying application
- 64101704 Over draft protection
- 64111801 Allotment or bonus right
- 64111903 Exchange traded fund ETF
- 64111904 Single structured product
- 64111906 Variable annuity
- 93151605 Government finance services
- 84101502 Savings mobilization programs
- 64101500 Time deposit accounts
- 64111901 Principal protected structured financial product
- 64101501 Certificate of deposit CD
- 64101502 Simple savings account
- 64101702 Currency exchange application
- 64111802 Subscription right
- 64111804 Warrant
- 64101602 Money market account
- 64101603 Simple checking account
- 64111902 Principal unprotected structured financial product
- 93151609 Lotteries services
- Point of contact
-
- Douglas Frederick dwfrederick@smchousing.org (650) 561-5069
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
San Mateo County Department of Housing (DOH) is requesting proposals from qualified consultants for financial underwriting of affordable housing development funding applications, with proposals due November 20, 2026. The work covers financial analyses, compliance monitoring, staff pro forma training, and project management support for affordable housing projects funded through the County's loan programs with local, state, and federal housing funds, with place of performance in San Mateo County, California.
Consultants would supplement DOH staff review of proposed projects, providing added affordable housing finance expertise to the County's review process. The County releases Notices of Funding Availability twice per year, and each requires analysis of the applications received.
Attachments include the RFP in two PDF versions, dated November 2, 2026, and draft standard contract templates for awards over $200,000 and under $200,000, both posted October 22, 2026.
Opportunity text
The San Mateo County Department of Housing (DOH) is seeking qualified consultants to provide DOH with financial analyses, compliance monitoring, training, and project management support in connection with affordable housing development projects funded by the County's loan programs with local, state, and federal housing funds. The County's Notices of Funding Availability (NOFAs) are released twice per year, each requiring analysis of applications received. The selected consultants would supplement staff review of proposed projects and provide added expertise in affordable housing finance to the County's review process, compliance monitoring for selected projects, pro forma training for staff, and project management support.
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