RFI for Financial and Operational Systems
- Client
- Ohio
- RFP Number
- SW-120478
- Posted
- 10/7/2026
- Category
- Software, System and Application
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe buyer requires financial and operational software platforms, reference architectures, implementation methodologies, and non-binding cost models to replace its legacy systems. The requested scope includes automating intergovernmental and inter-fund transfers, dynamic budgeting with cash/accrual revenue forecasting, unified external portals, asset management, compliance tools, offline mobile field inspections, legal batch document assembly, enterprise CRM, multifamily bond tracking, centralized audit and inspection scheduling, and cross-office workflow services. Eligible applicants are limited to USA organizations located onshore, and all work performance will occur offsite. Applicants must submit their responses digitally via email or online, and the buyer is currently seeking proposals that include cost models.
Key solicitation details
AI-extracted from OHFA_RFI_v1_2.docx_final.pdf. Confirm against the original documents before bidding.
The Ohio Housing Finance Agency is issuing this Request for Information to evaluate commercial software platforms, reference architectures, implementation methodologies, and non-binding cost models to replace its legacy financial and operational systems. Vendors may respond to Part A, Part B, or both.
- Issued by
- Ohio Housing Finance Agency (OHFA)
- Issue Date
- 10/06/2026
- Questions Due Date
- 10/15/2026
- Response Due Date
- 11/02/2026 5:00 PM ET
- How to submit
- Submission details
- Submit responses via email to [email protected] with a recommended 40-page limit for narrative sections.
- Place of performance
- Offsite
Scope of work
- Financial system General Ledger, AP/AR, dynamic budgeting, procurement, financial operations, and revenue forecasting
- Operational workflow system covering multifamily housing, single family programs, capital markets, asset management, legal, and CRM
- Cloud-agnostic government cloud deployment adhering to FedRAMP, StateRAMP, or SOC 2 Type II standards
- Unified role-based external portals authenticated via Microsoft Entra ID
- Asset management, compliance tracking, and offline-capable mobile field inspection application
- Legal batch document assembly, closing workflows, and enterprise CRM and Help Desk
- Centralized audit and inspection scheduling with calendar sync and route optimization
- Cross-office workflow services, API security, integration monitoring, and error handling
Minimum qualifications
- Onshore (USA Organization Only)
- Solution must conform to an 80/20 Clean Core COTS/SaaS extensibility standard
- Cloud-agnostic Government Cloud deployment meeting FedRAMP, StateRAMP, or SOC 2 Type II standards
Documents to include with the bid
- Narrative response to Section 7 Architectural & Regulatory Questions
- Summary Capability Matrix (Section 6.2)
- Informational Cost Model (Non-Binding)
- Client reference sheets
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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