About this opportunity
AI summaryStrategic Housing Finance Corporation of Travis County seeks a qualified consultant to conduct a gap analysis and develop a comprehensive Portfolio Management Plan. The selected vendor will also create a list of operational tools, establish a staff responsibility matrix, strengthen financial oversight, and ensure regulatory and lender compliance across affordable housing properties. Eligible respondents should possess at least ten years of affordable housing portfolio advisory experience, along with expertise in low-income housing tax credits, bond financing, and Texas Department of Housing and Community Affairs compliance. Applicants must submit PDF proposals via email by November 13, 2026, at 5:00 p.m. CT, and all written questions are due by October 30, 2026, at 5:00 p.m. CT. The buyer will evaluate proposals based on overall best value, considering experience, technical approach, references, and fee reasonableness rather than lowest cost. Proposals must include a signed cover letter, statement of qualifications, at least two comparable engagements, a proposed work plan, and a not-to-exceed fee proposal broken down by task.
Buyer and opportunity details
- Client
- Strategic Housing Finance Corporation of Travis County
Scope of work
- Deliver a project work plan, schedule, and communication protocol within 2 weeks of notice to proceed
- Conduct an assessment and gap analysis benchmarking current practice against industry standards and deliver a written memorandum
- Formulate governance and staffing recommendations, including a RACI matrix, asset transition criteria, and third-party advisor protocols
- Prepare a restructured draft Portfolio Management Plan and list of recommended supporting tools with build-out priorities
- Facilitate a working session with staff to review draft Plan comments
- Deliver a complete final Portfolio Management Plan incorporating Strategic HFC review comments
- Provide a final tools list with build-out schedule and a written implementation roadmap
- Conduct staff training sessions on the Plan, roadmap, and reporting workflows
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Relevant affordable housing asset management experience | Not specified |
| Depth in LIHTC, bond-financed, and Texas regulatory compliance matters | Not specified |
| Proposed approach and fit with Strategic HFC team and portfolio | Not specified |
| Qualifications and availability of named personnel performing the work | Not specified |
| References and past performance | Not specified |
| Overall reasonableness of the proposed fee | Not specified |
Minimum qualifications
- Minimum 10 years of asset management or portfolio advisory experience in affordable multifamily housing
- Demonstrated expertise in LIHTC, bond-financed, and workforce housing programs, including LURAs and tax abatements
- Direct experience with Texas regulatory requirements and TDHCA compliance
- Experience developing written asset management policies, procedures, and portfolio management plans for HFCs, PFCs, nonprofits, or similar owners
- Experience with Year-15, post-compliance, refinancing, re-syndication, and partnership exit transactions
- Financial analysis capability including partnership waterfalls, fee entitlements, DSCR, and multi-year forecasting
- No conflicts of interest with current development partners, investors, or service providers, or full disclosure of potential conflicts
Documents to include with your response
- Signed cover letter by authorized representative with firm name, address, contact person, telephone, and email
- Firm profile including years in business, size, office locations, and ownership structure
- Statement of qualifications addressing each item in Section E
- Relevant experience details for at least 2 comparable engagements completed within the past 10 years
- Proposed approach and methodology including internal staff capacity building
- Project team details including named personnel, roles, percentage of time allocated, and resumes
- Proposed work plan and schedule aligned to deliverables in Section D
- Fee proposal with estimated hours per task, hourly rates, positions, and consultant proposed total not-to-exceed fee
- Confirmation of required insurance coverage
- Disclosure of any potential conflicts of interest
Key dates
- RFQ issued
- Monday, October 19, 2026
- Questions Due
- Friday, October 30, 2026, 5:00 p.m. CT
- Answers issued
- Wednesday, November 4, 2026, 5:00 p.m. CT
- Responses Due
- Friday, November 13, 2026, 5:00 p.m. CT
- Finalist conversations (if needed)
- Thursday, November 19, 2026
- Selection and notification of finalist
- Friday, December 4, 2026
- Contract execution and notice to proceed
- Friday, December 18, 2026
How to submit
- Method
- Instructions
- Email responses in PDF format to Katie Adams, Director of Finance & Administration, at [email protected]. Responses should ideally be no more than 15 pages excluding resumes and appendices.
Contract details
- Term
- Approximately four months
- Insurance and bonding
- Commercial general liability, professional liability (errors and omissions), workers' compensation, and cyber liability coverage at limits acceptable to Strategic HFC, naming Strategic HFC as an additional insured where applicable.