Swap Valuation Agent

The Connecticut Housing Finance Authority (CHFA) has issued a Request for Proposal (RFP) numbered CHFA 256 seeking a Swap Valuation Agent to provide specialized valuation services for the agency's existing and outstanding derivative instruments, including swaps, investments, and bonds. The primary objective of this procurement is to assist CHFA in complying with its financial reporting requirements by securing a qualified firm capable of performing comprehensive valuation assessments. Qualified firms must submit electronic proposals by March 6, 2023, at 12:00 p.m. EST, with the solicitation period running from January 25, 2023, through the submission deadline. The complete scope of services and detailed response requirements are available on CHFA's website at www.chfa.org, and potential respondents can direct questions to Shelly Mondo at RFP.RFQ@chfa.org or 860-721-9501. While specific evaluation criteria are not explicitly detailed in the documents, the RFP suggests that firms will be assessed based on their ability to provide accurate and comprehensive valuation services for complex financial instruments.

The RFP is open to all vendors and does not specify any set-aside designations or restrictions on organizational types. CHFA identifies itself as an Affirmative Action/Equal Opportunity Employer, indicating a commitment to inclusive procurement practices. No incumbent vendors or current contractors are mentioned in the available documentation, and there are no details provided about existing infrastructure or technology integration requirements. The solicitation documents do not specify an estimated total contract value, budget range, or potential contract duration. Delivery terms are specified as Free On Board Destination, with payment terms to be determined by the selected vendor. Interested firms are encouraged to thoroughly review the complete scope of services on CHFA's website and prepare comprehensive proposals that demonstrate their expertise in financial instrument valuation and reporting compliance.