About this opportunity
AI summaryCalHFA requires an end-to-end, offsite multifamily technology solution to manage the entire multifamily loan lifecycle from pre-application through loan paid-in-full. The solution must be configurable, secure, and scalable, featuring an external developer and partner portal, complete document management with version history, request-specific workflows, automated routing, real-time status tracking, and automated notifications. Vendors must provide firm, fixed pricing for the full contract term, address all technical requirements, submit a financial stability certification, and answer all questions on the agency's provided response template. Only USA-based organizations operating onshore are eligible to bid. Questions must be submitted via email to [email protected] by November 2, 2026, at 5:00 PM PST. Proposals are due electronically to the same email address by November 20, 2026, at 5:00 PM PST.
Buyer and opportunity details
- Client
- CalHFA
Scope of work
- Deployment of COTS multifamily technology platform
- Application intake, processing, origination, and underwriting capabilities
- Initial and final commitments and loan closing workflows
- Phase 1B construction lending approval workflows, draw processing, and inspection coordination
- Conversion capabilities from construction to permanent financing
- External developer and partner portal for document submission and tracking
- Data migration planning and execution from current system
- Documentation and ongoing maintenance and support
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Technical Requirements and compliance | Not specified |
| Experience and qualifications of the firm and key personnel | Not specified |
| Amount of time and involvement of key personnel | Not specified |
| Reasonableness of the fee requested | Not specified |
Minimum qualifications
- Minimum five years of successful experience implementing complex software solutions for government agencies, financial services, or regulated enterprise environments
- Experience supporting multi-phase solution rollouts or platform expansions without major re-architecture
- Capable of providing required services beginning in January 2027
- Have necessary resources, knowledge, skills, and experience
- Have financial stability and necessary financial resources
Documents to include with your response
- Technical Requirements Response (Exhibit A)
- Pricing Form (Exhibit D)
- Organizational Structure and Key Details Response Template (Exhibit E)
- Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form (Exhibit F)
- Vendor References Form (Exhibit G)
- Certification of Financial Stability (Exhibit I)
- Civil Rights Certification
Key dates
- RFP issue date
- October 26, 2026
- Questions due
- November 2, 2026, 5:00 pm, PST
- Posting Official Responses to Questions
- November 13, 2026, 5:00 pm, PST
- Proposal due date
- November 20, 2026, 5:00 pm, PST
- Evaluation of proposals completed
- December 11, 2026
- Selection of Vendor & Contract Preparation
- December 11, 2026 – January 15, 2027
- Contract Award
- January 15, 2027
- Start of Service
- January 18, 2027
How to submit
- Method
- Electronic via email
- Instructions
- Submit proposal online to CALHFA at [email protected].
Contract details
- Place of performance
- Offsite / Vendor office premises
- Insurance and bonding
- Errors and omissions/professional liability insurance naming the Agency as an insured, with a carrier maintaining a Best financial rating of at least BBB+ and in an amount of at least $1,000,000.00.
- Funding
- SB 112