- Pdf Text
- REQUEST FOR PROPOSALS (RFP)
FOR
NMTC Asset Management and Loan Servicing
37-2026
Procurement & Contracting
District of Columbia Housing Authority
300 7th Street, SW
10th Floor- Accounts Payable
Washington, D.C. 20024
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Table of Contents
Section Description Page
Table of Contents
1.0 General Information
1.1 Introduction 4
1.2 Background 4
1.3 Instrumentality (DCHA) 4
1.4 RFP Intent 5
1.5 Agency’s Reservation of Right 5
1.6 Schedule of Events 5
1.7 Proposal Audit 6
1.8 Contract Term 6
1.9 Communications 6
2.0 Scope of Services
2.1 Specifications 8
3.0 Proposal Evaluation
3.1 Clean Hands Policy 10
3.2 Submittals 10
3.3 Evaluation Process, Evaluation Factors and Award 10
3.4 Proposal Format 11
3.5 Proposal Content 11
3.6 Evaluation Factors and Award 12
3.7 Evaluation Factor Description 12
3.8 Responsibility Determination 14
3.9 Point Awarded Range 15
4.0 General Conditions
4.1 Compliance with E-Verify 16
4.2 Licenses, Permits and Certifications 16
4.3 DCHA Housing Opportunity Inclusion Policy (OIP) 16
4.4 DHA Section 3 Policy 17
4.5 Certification Regarding Debarment 17
4.6 Respondents’ Status 17
4.7 Funding Limitations 17
4.8 Government Restrictions 17
4.9 Insurance 18
4.10 Indemnification 19
4.11 Method of Compensation 19
4.12 Task Orders 20
4.13 Ceiling Price 21
4.14 Affirmative Action Program 21
4.15 Compliance with Laws 21
4.16 Termination for Convenience and Default 23
4.17 Disputes 24
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4.18 Examination and Retention of Contractor’s Records 24
4.19 Ownership Rights in Works 24
4.20 Intellectual Property 24
4.21 Confidential Information 25
4.22 Conflicts of Interest 25
4.23 Prohibition against Gifts/Favors/Anything of Monetary Value 26
4.24 Assignment 26
4.25 Non-Exclusive Rights 26
4.26 Contract Modification 26
4.27 Governing Law 26
4.28 Required DCHA Vendor Registration 27
5.0 Form of Contract
5.1 Sample Agreement 28
5.2 Exceptions to Contract 28
5.3 Contract Terms and Conditions 28
5.4 Exceptions 28
5.5 Right to Negotiate 28
5.6 Right to Reject 28
6.0 Right to Protest
6.1 Protest 29
6.2 Definitions 29
6.3 Procedures 29
7.0 EXHIBITS, APPENDICES & ATTACHMENTS
7.1 Exhibits 1-5 31
7.2 Attachments A-L 31
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PART 1 – GENERAL INFORMATION
1.1 Introduction
DC Housing Enterprises ("DCHE"), a wholly owned, non-profit subsidiary, and instrumentality of DCHA was
certified by the US Department of Treasury's Community Development Financial Institutions ("CDFI") Fund as
a Community Development Entity ("CDE"). The CDE designation allows DCHE to allocate New Market Tax
Credit (NMTC) authority to spur equity investments in low-income communities. DCHE's participation in the
NMTC Program provides a means for DCHA to finance revitalization within distressed DCHA communities.
1.2 Background
D.C. Housing Enterprises is a Washington D.C.-based nonprofit community development entity and subsidiary
of the District of Columbia Housing Authority. DCHE was certified as a community development entity in 2009
to attract greater investments to the District of Columbia to support the financing of commercial, mixed-use
and community facility projects that are critical to the creation of healthy and economically vibrant mixed-
income neighborhoods. Since its founding, DCHE has closed on $150 million in funding for projects in
education, affordable housing, health care and other services needed by low-income District residents.
DCHE manages the NMTC Program and has established a for-profit Sub-CDE for each of its NMTC allocations,
to date. The Sub-CDEs serve as the vehicles for equity investments, the proceeds of which they have provided
are processed as loans to a Qualified Active Low Income Community Business (“QALICB”) borrower. In
furtherance of this initiative, DCHE seeks proposals from interested and qualified firms to provide
NMTC Asset Management and Loan Servicing services.
DC Housing Enterprises is seeking a qualified contractor to provide continued New Markets Tax Credit asset
management and loan servicing services. The current contract expires on November 15, 2026, and a new
solicitation is needed to prevent a disruption in these specialized services.
The contractor will support loan and account administration, borrower billing and collections, financial
reporting, interest and dividend calculations, compliance documentation, audit support, and ongoing
monitoring of DCHE’s NMTC portfolio. These services are necessary to maintain accurate records, support
timely financial transactions, reduce operational and compliance risks, and protect DCHE’s financial
interests. The procurement will ensure continuity of operations and establish a qualified vendor with
appropriate NMTC, accounting, loan servicing, and compliance experience.
1.3 Instrumentality (DCHA)
The District of Columbia Housing Authority (DCHA) is dedicated to enhancing the quality of life in the District
of Columbia by providing and effectively managing affordable housing, which is diverse, well maintained, and
aesthetically pleasing for those whose circumstances prevent them from competing in the general
marketplace. Besides subsidizing over 8,300 units with public housing operating subsidy, DCHA also contracts
approximately 14,000 private units through its Housing Choice Voucher Program. DCHA has embarked on an
ambitious program of development and redevelopment to create economically diverse communities and
neighborhoods. DCHA is one of the most innovative housing authorities in the nation and is actively pursuing
non-governmental sources of financing to promote HCVP homeownership assistance programs, project-based
public housing subsidies, and implement more creative uses of its authority through the United States
Department of Housing and Urban Development (HUD)’s Moving to Work (MTW) Demonstration Program.
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1.4 RFP Intent
The DCHE intends to use this Solicitation to contract with a qualified licensed and insured entity to provide
the above-mentioned services. Your response to the Scope of Work must be complete, as it will become part
of any contractual agreement. We appreciate the investment of time and resources firms are making by
participating in this process. All submitted proposals shall be evaluated for responsiveness to the
requirements of the Request for Proposal (“RFP”). Those submissions not in accordance with the RFP shall be
deemed non-responsive and eliminated from further evaluation.
1.5 Agency’s Reservation of Rights
The DCHA reserves the following right in association with the RFP process and upon contract award.
1. Right to Retain Proposals. Retain all proposals submitted and not permit withdrawal for a
period of 180 days subsequent to the deadline for receiving proposals.
2. Right to Negotiate. Negotiate the fees proposed by the offeror(s).
3. Right to Reject Any Proposal. Reject and not consider any proposal that does not meet the
requirements of this RFP, including but not necessarily limited to, incomplete proposals and/or
proposals offering alternate or non-request services.
4. No Obligation to Compensate. Have no obligation to compensate any offeror(s) for any
costs incurred in responding to this RFP.
5. Unauthorized Sub-Contracting Prohibited. The successful offeror(s)/contractor(s) shall not
assign any right, nor delegate any duty for the work proposed pursuant to this RFP (including,
but not limited to, selling or transferring the contract) without the prior written consent of the
Agency. Any purported assignment of interest or delegation of duty, without the prior written
consent of the Agency shall be void and may result in the cancellation of the contract with the
Agency or may result in the full or partial forfeiture of funds paid on the contract, as determined
by the Agency.
6. Project Staffing Changes. Managers, other supervisory staff, and accountants may be changed if
those personnel leave the firm, are promoted, or are assigned to another area. These personnel
may also be changed for other reasons. However, in either situation, the Agency retains the right
to approve or reject replacements.
1.6 Schedule of Events
DCHA will endeavor to follow the schedule set forth below; however, the activities and timetable represented
below are a guideline only and are subject to change at DCHA’s sole discretion and without prior notice:
RFP Advertise Date: August 23, 2016
Issuance of RFP: August 24, 2026
Pre-Proposal Conference (if applicable):
Deadline for Submission of Inquires/Questions: August 31, 2026
Submission of Proposals: September 24, 2026
Evaluation Period: September 28 thru October 2, 2026
DCHA Board Committee Review (if applicable): TBD
Presentation of DCHA Board of Commissioners for Contract Approval
(if applicable):
TBD
Contract Award: TBD
NOTE: DCHA reserves the right, at its sole discretion, to adjust this Schedule of Events as it deems necessary. If necessary, DCHA will
communicate adjustments to any event in the Schedule of Events in the form of an addendum to this RFP. Addenda to this RFP will only be
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issued and posted on DCHA’s website at https://www.dchousing.org and Housing Agency Marketplace (e-procurement) Vendor Portal.
Addenda will not be mailed to potential Respondents. It is the responsibility of the Respondent to monitor DCHA’s website and
electronic sourcing tool, Housing Agency Marketplace, for any addenda issued. Each Respondent must acknowledge all addenda issued
so as to ensure that addenda are considered in their proposal response by completing Addenda Acknowledgement Form. This Form must
be submitted with the Respondent’s response to this Request for Proposals. Failure to include the Form in the proposal response may
subject your Firm to disqualification.
1.7 Proposal Audit
Please note that all proposals will be retained by DCHA for audit purposes. DCHA reserves the right to reject
any and/or all proposals, or to waive any informality in the proposals. Submissions received after the deadline
will not be considered. An Offeror submitting a late proposal will be notified. All material submitted in the
proposal becomes the property of DCHA and will not be returned.
1.8 Contract Term
Contracts awarded from proposals received in answer to this solicitation will be for a term of one (1) year,
with four (4) one-year options at the District of Columbia Housing’s sole discretion.
1.9 Communications
In order to maintain a fair and impartial competitive process, DCHA and any outside consultants assisting AH
with this solicitation, shall avoid private communication concerning this procurement with prospective
Respondents during the entire procurement process. From the issue date of this RFP until the final award is
announced, Respondents are not allowed to communicate about this RFP for any reason with any DCHA staff
and/or outside consultants assisting DCHA with this solicitation except:
(1) through the RFP Point of Contact named below;
(2) as otherwise specified in this RFP; and / or
(3) as provided by existing work agreement(s) (if any)
Prohibited communication includes all contact, including but not limited to, telephonic communications,
emails, faxes, letters, or personal meetings, such as lunch, entertainment, or otherwise. DCHA reserves the
right to reject the quote of any Respondent violating this provision.
A. Inquires and /or questions must be submitted via the DCHA’s E-Procurement Vendor Portal at the
following link: https://ha.internationaleprocurement.com/requests.html?company_id=506.
DCHA will receive requests for additional information and/or clarification relative to this solicitation
no later than 12:00 PM, on or before August 31, 2026.
B. Responses to these questions will be addressed in writing via the DCHA’s electronic procurement
system. DCHA will not respond to questions and/or requests for information after the date stated
above or received via e-mail or any other means.
C. It is the responsibility of the Respondent to monitor DCHA’s website and the E-Procurement
Vendor Portal for any addenda issued. All Respondents are encouraged to frequently check DCHA’s
website/portal for additional information.
All requests for information or clarification pertaining to this solicitation must be addressed in writing.
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[END OF PART 1 – GENREAL INFORMATON]
Lolita Washington, Contract Specialist
lwashing@dchousing.org
DC housing Enterprises c/o
District of Columbia Housing Authority
Office of Administrative Services Procurement & Contracts
300 7th Street, SW, 10th Floor
Washington, DC 20024
RFP Point of Contact
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PART 2 – SCOPE OF WORK
2.1 Scope of Work
The Asset Management and Loan Servicing services shall include comprehensive professional
services related to the planning, organization and administration of the NMTC Program to support
DCHE staff, and principal stakeholders.
The Scope of Services includes, but is not limited to, the following primary tasks:
2.1.1 Loan Servicing for NMTC Portfolios
Contractor shall offer a full-service menu of sophisticated loan servicing products to assist
DCHE with the effective and efficient management of NMTC and NMTC related
development loan portfolio. Services shall include maximizing efficacy while minimizing
risk.
2.1.2 Set up and Maintenance of Institutional Information
Contractor shall establish a distinct record of information for DCHE and service NMTC and NMTC
related loans. Contractor shall maintain DCHE's institutional data separately and confidentially.
2.1.3 Set up and Management of Loan Accounts
Loans designated for CDE and Investment Fund will have a portfolio by account name, account
number, and transaction description. Contractor shall receive DCHE supplied information on each
NMTC portfolio loan account and create a separate record for each transaction. With the assistance
and cooperation of DCHE, the Contractor shall provide the following:
a) Management of project loans pursuant to the loan documents.
b) Manage account activities for DCHE SUB-CDE and Investment Fund Loan Accounts when
necessary.
c) Manage account activities for DCHE SUB-CDE and Investment Fund Operating Accounts when
necessary.
d) Manage account activities for DCHE reserve accounts and any other accounts required by DCHE.
e) Establish quarterly financial statements for each DCHE SUB-CDE and Investment Fund when
necessary.
2.1.4 Set up and Management of Collection Systems
Send invoices - Contractor shall prepare and send invoices fifteen (15) days in advance of the
applicable loan payment due date (or any other time specified by DCHE). Invoices shall be sent to the
designated address for each QALICB borrower.
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Collect Payments - Contractor shall cause payments as presented by QALICB borrowers to be
presented to DCHE's designated banking institution and borrower interest payments as a dividend
payment to the Investment fund for processing.
Contractor shall collect payment that includes:
a) Dividend payment to the investment fund paid in advance in monthly, quarterly, annual or other
installments from Borrower to SUB-CDE.
b) Asset Management Fees paid in advance in monthly, quarterly, annual or other installments
from Borrower to DCHE.
c) Administrative Expense reimbursement for management of CDE and payment of tax returns and
audits preparations.
d) Exit Fee payment to DCHE at the end of the compliance period.
Lockbox - If DCHE so desires, Contractor shall establish a lockbox account at DCHE's designated bank
to help ensure that payments will be collected and processed expeditiously.
2.1.5 Establish and Implement Disbursement Management Systems
Calculation of Dividends and Interest Payments - Contractor shall provide the appropriate
calculations of any dividends and interest payments to process for disbursements. This is an
important element for NMTC compliance.
2.1.6 Provide Quarterly Unaudited Financial Statements for each CURE
Financial statements shall include trial balance, general ledgers balance sheets and other related
financial information including compliance. Contractor shall also provide due diligence and
compliance certifications as required to complete audited financial statements and tax returns.
2.1.7 Review of Financial Statements and Loan Servicing/ Asset Management system with DCHE
Staff.
Contractor shall provide (3) three 2-hour review sessions of all financial reports with DCHE
Financial Management Staff.
[END OF PART 2 – SCOPE OF WORK]
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PART 3 – PROPOSAL EVALUATION
3.1 Clean Hands Policy
Procurement actions shall be conducted only with responsible contractors who have the technical and
financial competence to perform, who have fiscal responsibility in business dealings, and who have a
satisfactory record of integrity. Before awarding a contract, DCHA shall review the proposed contractor’s
ability to perform the contract successfully, considering factors such as the contractor’s integrity, compliance
with public policy, record of past performance on DCHA and other jobs (including contacting previous clients
of the contractor), and financial and technical resources. DCHA shall not award a new contract or conduct
new business with a bidding contractor, vendor or applicant who (i) has past due financial obligations or
indebtedness to DCHA pursuant to a contract or other transaction and has not fulfilled the obligation prior to
submission of a bid, proposal or application for a contract, (ii) has an existing claim, demand, litigation action,
investigation, hearing, or other legal, administrative, arbitral or similar proceeding or dispute against DCHA,
whether civil or criminal (including any appeal or review of any of the foregoing) or (iii) in DCHA’s reasonable
discretion, has taken action that may give rise to or threatened to assert a claim, demand, litigation action,
investigation, hearing, or other legal, administrative, arbitral or similar proceeding or dispute against DCHA,
whether civil or criminal (including any appeal or review of any of the foregoing) or other dispute against
DCHA. The Executive Director may waive the requirements of this paragraph for good cause as determined
to be in the best interest of DCHA best interests.
3.2 Submittals
Proposals shall be submitted via DCHA E-Procurement electronic sourcing platform. DCHA will not accept
any proposal in part or in whole through any other means. The following Required Representations and
Certifications must be uploaded to the Prerequisites page as a part of a Respondent’s proposal.
NOTE 1: Forms shall be completed, signed, and notarized where required or marked “Not Applicable”
where appropriate.
NOTE 2: All forms are available in Adobe's PDF format for viewing and printing. To view and use the
forms you must install Adobe Acrobat Reader on your computer. Acrobat 5.0 (minimum) is required for
all fillable forms.
All Required Representations and Certifications and responses to Evaluation Questions are due by the RFP
due date and time. No responses will be accepted by e-mail or received after the due date and time has
passed.
3.3 Evaluation Process, Evaluation Factors and Award
The proposal evaluating process is designed to award the contract, not necessarily to the Respondent(s) of
least cost, but rather to the Respondent(s) whose proposal represents the best overall value as determined by
an evaluation of the best technical score (a combination of qualifications and experience) and price/costs.
Evaluations are based upon the evaluation factors and weights specifically established within this RFP.
Proposals shall not exceed thirty 30 pages, excluding the Price Proposal and supporting materials as detailed
in Section 3.4 and 3.5 below. Proposals shall be submitted in two parts: Part I shall be titled, “Technical
Proposal” and Part II shall be titled, “Price Proposal”. Respondents shall submit one (1) electronic copy of both
the Technical Proposal and Price Proposal in an Adobe PDF Format as part of their submission through the e-
Procurement system (Housing Agency Marketplace), prepared in such format and detail as to enable DCHE to
make a thorough evaluation thereof and to arrive at a sound determination as to whether the Respondent can
meet the requirements set forth in this RFP. Electronic Proposals may not be formatted to restrict DCHA access
to view content after the date of submission. The Technical Proposal shall not contain any pricing information.
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3.4 Proposal Format
Proposal responses must meet the following format requirements:
a. Proposals must include each item in the order outlined below in Sections 3.5.
b. Technical Proposals must be in an 8 ½ X 11 format, letter size paper, printed single-sided, bound
length wise, minimum 10pt font size, minimum ¾” margins, and separated with tabs (indicators) to
identify sections.
c. Each sub-section must be separated by a coversheet with sub-section headings.
d. Technical Proposals are limited to thirty (30) pages excluding the Title Page, Table of Contents,
Section Coversheet/Dividers, Exhibits and supporting documentation. Proposals that exceed the
page limitation will not be reviewed and determined non-responsive.
e. Electronic Proposals may not be formatted to restrict DCHA access to view content after the date of
submission.
f. Proposals shall be paginated and organized as described below.
3.5 Proposal Content
PART I: Technical Proposal shall contain:
1) Table of Contents
2) Letter of Interest
3) Documentation to substantiate each listed Evaluation Criteria
a) Qualifications
b) Past Performance
c) Staffing Plan/Methodology
4) References
5) Experience with HUD Section 3 and Section 3 Plan
6) Minority/Women / Business Enterprise (M/WBE)
7) Certifications and Affidavits
PART II: Price Proposal shall contain price proposals only:
1) Complete Exhibit 1 Price Proposal
Respondent(s) must provide all information outlined in the Evaluation Factors (as defined below) for the
Respondent’s proposal to be considered responsive. The quality of answers rather than length of responses to
this RFP is important.
After evaluations, the Evaluation Committee will determine a competitive range. The competitive range
includes the proposals that have a reasonable chance of being selected for the award considering all aspects
of the RFP. DCHA will negotiate with the Respondent(s) who fall within the competitive range. If required,
only those Respondents within the competitive range may be selected for an oral presentation and/or
interview.
The presentation/interview process will be arranged to assist the evaluation committee in differentiating
those Respondents within the competitive range. Points may be added or deducted from the Respondent’s
preliminary score as deemed necessary by the evaluation committee. DCHA reserves the right to negotiate
the final scope of services, price, schedule and any and all aspects of this solicitation with all Respondents in
the competitive range.
Once negotiations are complete, DCHA shall establish a date and time for the submission of the best and final
offers. If a Respondent does not submit a notice of withdrawal of its offer, or a best and final offer, the
Respondent’s immediate previous offer shall be construed as its best and final offer. The best and final offers
shall be evaluated in essentially the same manner as the initial offers unless otherwise specified. The contract
shall be awarded to the responsible Respondent whose qualifications, price and other factors considered are
the most advantageous to DCHA.
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The maximum points that shall be awarded for each of the Evaluation Factors are detailed and described
below.
The establishment, application and interpretation of the above Evaluation Factors (Questions) shall
be solely within the discretion of DCHA. DCHA reserves the right to determine the suitability of proposals
on the basis of all of these factors.
EVALUATION FACTORS DESCRIPTIONS
The maximum points that shall be awarded for each of the Evaluation Factors are detailed and described
below.
3.6 Evaluation Factors and Award
The proposal evaluation process is designed to award the contract to the Respondent representing the best
value to DCHA as demonstrated through submission of responses to the evaluation factors established
expressly for this RFP.
Respondents must provide all information outlined in the Evaluation Factors to be considered responsive.
Proposals will be evaluated based on the responsiveness of the Respondent’s information to the Evaluation
Factors which will demonstrate the Respondent’s capacity to perform the required services of this Request
for Proposals.
Proposals will be evaluated based on the following Evaluation Criteria/Factors:
WEIGHTED SCORING EVALUATION FACTORS MAXIMUM POINTS
A. Experience & Qualifications 30
B. Past Performance 15
C. Staffing Plan/Methodology 20
D. References 15
E. Cost Proposal 20
NOT WEIGHTED [required when applicable]
F. Business Enterprise Designation (SWMBE)
G. Section 3
MAXIMUM TOTAL POSSIBLE POINTS 100
The establishment, application and interpretation of the above Evaluation Factors shall be solely
within the discretion of the District of Columbia Housing Authority (DCHA). DCHA reserves the right to
determine the suitability of proposals on the basis of all of these factors.
3.7 Evaluation Factor Description
A. Experience and Qualifications (30 points)
In general, the Service Coordinator envisioned for the Program will be an organization with the civic
reputation and proven experience as a service organization that has the organizational infrastructure,
administrative skills and accounting capacity to be effective, a history of multiple funding resources
and the pre-established access to a network of experienced, resource-rich service providers.
Accordingly, DCHA will evaluate the relevant proven experience and documented qualifications of the
proposed Service Coordinator. The proposed Service Coordinator must have at least 10 years or more
experience with the demonstrated capacity as the administrator of a broad-based service
organization that can effectively manage resources, funding and service delivery systems. In addition,
the proposed Service Coordinator must have the proven in-depth knowledge of and established
relationships with funders, service providers and other resource providers that will serve families
who can benefit from the Program.
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In response to the Experience and Qualifications evaluation factor:
(1) Provide a description of the Respondent’s organization.
(2) Provide the mission statement and vision of the Respondent organization.
(3) List and briefly describe 3 projects within the past 10 years that exemplify the proven experience
of the Respondent as a qualified to provide NMTC Asset Management and Loan Servicing services.
(4) Provide documentation, testimonials, references and other relevant evidence supporting the
project experience described above.
(5) List the funders or sources of funding, service providers and other resource providers with whom
the Respondent has established effective relationships and over what period of time these
relationships have been in effect.
B. Past Performance (10 points)
The Respondent must demonstrate that it has the Experience and Qualifications.
In response to the Past Performance evaluation factor, please provide the following:
(1) Respondents must have a minimum of 5 years of experience performing services of comparable
size, scope, and complexity as described within this solicitation.
(2) Respondents must have performed a minimum of 5 projects with either public housing agencies,
government entities, municipalities and or private entities of similar size and scope.
C. Staffing Plan/Methodology (20 points)
In response to the Staffing Plan/Methodology evaluation factor, please provide the following:
(1) Narrative of Capability to provide scope of services
(2) Professional Overview
(3) Key Personnel Qualifications, Certifications & Industry Affiliations
(4) Provide documentation to substantiate experience to include the resume(s) of all persons who
would work on matters if awarded the contract
D. References (20 points)
This factor will be evaluated based on evidence of the following up to a maximum of five points per
reference as follows.
In response to the References evaluation factor, please provide the following:
(1) Quality of Work
(2) Consistency with Performance
E. Cost Proposal (20 points)
This factor will be evaluated using a set ratio formula to evaluate the price category and evaluated
based the lowest reasonably priced proposal receiving maximum points on the Proposed fee and all
other Offerors receiving a proportionately lower score based upon the total available points.
In response to the Cost Proposal evaluation factor, please provide the following:
(1) Price Proposal submitted on and in the format of Pricing Exhibit(s)- 5 Points
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(2) Price Reasonableness in relation to DCHA Independent Cost Estimate, Scope of Service and
Market Rate - 15 Points
Lowest Price Proposal÷ Current Price Proposal × Maximum Points Available =Price Score
F. Business Enterprise Designation (Evaluated not Weighted)
Business Enterprise Designation declaration for Small Minority/Women Owned Business is
encouraged and shall be provided for review. This designation shall be considered but not weighted.
The following definitions apply for the DCHA Business Enterprise Designation -
“Small” means a firm with 500 employees or less.
“Minority” means 51% ownership.
“Women-Owned” means 51% ownership.
G. Section 3 (Evaluated not Weighted)
1. Hiring Section 3 Residents
2. Contracting to Section 3 Business Concerns
3. Other Economic Opportunities
4. Past Performance
MAXIMUM TOTAL POSSIBLE POINTS ...................................................................................................... 100 POINTS
3.8 Responsibility Determination
The responsibility determination includes consideration of a Respondent’s record of integrity and business
ethics, compliance with public policy, past performance with DCHA (if any) and other entities, financial
capacity, and eligibility to perform government work (e.g., debarment/suspension from any Federal, State, or
local government). DCHA reserves the right to perform whatever research it deems appropriate in order to
assess the merits of any Respondent’s proposal and utilize the information gathered in the final evaluation of
those firms in competitive range.
a) Financial Capacity Determination
DCHA shall make an assessment of the Respondent’s financial capacity, that is, whether in the sole
opinion of DCHA, the Respondent is capable of undertaking and completing the RFP scope of work
delineated within this RFP in a satisfactory manner. DCHA will award a contract only to the
responsible Respondent who, in DCHA’s sole opinion, has the financial ability to successfully perform
under the terms of this RFP. DCHA’s determination will include an assessment of the Respondent’s
financial resources/ability to perform the scope of work in accordance with the RFP requirements.
Respondents who make the competitive range may be asked to submit financial information. Failure
by the Respondent to provide such information within the allotted time will render the Respondent
ineligible for award.
b) Technical Capacity Determination
DCHA will conduct a survey relating to the Respondent’s record of performance on past and present
projects that are similar to the scope of work identified in this RFP, which may include
services/projects not identified by the Respondent. DCHA reserves the right to perform whatever
research it deems appropriate in order to assess the merits of any Respondent’s proposal. Such
research may include, but not necessarily be limited to, discussions with outside Respondents,
interviews and site visits with the Respondent’s existing clients and analysis of industry reports.
DCHA will make a finding of the Respondent’s Technical Resources/Ability to perform the RFP scope
of work based upon the results of the survey.
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A Respondent will be determined responsible if DCHA determines that the results of the Technical
Resources/Ability survey reflect that the Respondent is capable of undertaking and completing the
RFP scope of work in a satisfactory manner.
DCHA reserves the right to award this contract to one Respondent, to make multiple awards and to award
without discussions. DCHA may reject any or all offers if such action is in DCHA’s interest, award contracts
other than to the lowest Respondent, waive informalities and minor irregularities in offers received, and
award all or part of the requirements stated.
Proposals that are considered nonresponsive will not receive consideration. DCHA reserves the right at any
time during the evaluation process to reconsider any proposal submitted. It also reserves the right to meet
with any Respondent at any time to gather additional information. Furthermore, DCHA reserves the right to
delete, add or modify any aspect of this procurement through competitive negotiations up until the final
contract signing.
3.9 Point Awarded Range
Pertaining to the Subjective Factors, please note the following range of points awarded (points pertaining to
this RFP are shaded—please also see the Evaluation Factors detailed within the preceding Section 3.7):
Points Awarded Range
Classification* Rating % 10 100**
Acceptable Excellent 95%/+ 10 95-100
Acceptable Very Good 90%/+ 9 90-94
Potentially Acceptable Good 80%/+ 8 80-89
Potentially Acceptable Average 70%/+ 7 70-79
Unacceptable Poor <70% 0-6 0-69
*Pursuant to Section 7.2.N.3 of HUD Procurement Handbook 7460.8 REV 2.
**Total available points to be awarded, including cost points, minus preference points
a) Potential "Competitive Range" or “Best and Finals” Negotiations.
The Agency reserves the right to, as detailed within Section 7.2.N through Section 7.2.R of HUD
Procurement Handbook 7460.8 REV 2, conduct a “Best and Finals” Negotiation, which may include oral
interviews, with all firms deemed to be in the competitive range. Any firm deemed not to be in the
competitive range shall be notified of such in writing by the Agency in as timely a manner as possible,
but in any case, within no longer than 10 days after the beginning of such negotiations with the firms
deemed to be in the competitive range.
b) Determination of Top-ranked Proposer.
Typically, the subjective points awarded by the evaluation committee will be combined with the
objective points awarded by the CO to determine the final rankings, which is typically forwarded by the
CO to the ED for approval. If the evaluation was performed to the satisfaction of the ED, the final
rankings may be forwarded to the Housing Authority Board of Commissioners (BOC) at a scheduled
meeting for approval. Contract negotiations may, at the Agency's option, be conducted prior to or after
the BOC approval.
i. Minimum Evaluation Results. To be considered to receive an award a proposer must receive
a total calculated average of at least 70 points (of the 100 total possible points detailed within
Section 4.1 herein).
ii. Ties. In the case of a tie in points awarded, the award shall be decided as detailed within Section
6.12.C of HUD Procurement Handbook 7460.8 REV 2, by “drawing lots or other random means
of selection.”
[END OF PART 3 – PROPOSAL EVALUATION]
DCHE RFP 37-2026 16 | P a g e
PART 4 – GENERAL CONDITIONS
4.1 Compliance with E-Verify
In compliance with O.C.G.A. §§ 13-10-90 and 13-10-91, effective July 1, 2013, before DCHA can consider
Respondent’s proposal for the services requested, Respondent must register and participate in the federal
work authorization program operated by the United States Department of Homeland Security, commonly
known as E-Verify, to verify employment eligibility information of newly hired employees and must continue
to participate in E-Verify during the term of the contract. Such participation is evidenced by submitting to
DCHA a signed affidavit in the form of the affidavit provided by DCHA. The E-Verify Affidavit is Respondent’s
certification that it has registered with, is authorized to use and uses the federal work authorization program.
Respondent further certifies that all tiers of contractors and subcontractors hired by Respondent to perform
the services under the agreement are compliant with E-Verify; that Respondent will continue to use E-Verify
throughout the term of the contract; that Respondent and all tiers of its contractors and subcontractors will
only contract with other contractors and subcontractors who present an E-Verify Affidavit, or the appropriate
documentation in lieu of the E-Verify Affidavit; and that Respondent will submit the appropriate affidavits and
other documents to DCHA from it and all tiers of contractors and subcontractors, as required.
4.2 Licenses, Permits and Certifications
Before a contract pursuant to this RFP is executed, the apparent successful Respondent(s) must hold all
necessary, applicable professional licenses required by the State and all other regulatory agencies necessary
to complete the Services. The Respondent shall obtain, at the Service Provider’s expense, any permits,
certificates and licenses as may be required in the performance of the work specified. All required licenses
shall remain active and valid during the entire duration of the subsequent contract. DCHA may require any or
all Respondents to submit evidence of proper licensure.
4.3 DCHA Housing Opportunity Inclusion Policy (OIP)
It is the policy of DCHA that Minority, Women and Small Business Enterprises (MBE/WBE/SBE) as defined in
regulations developed by the Secretary of the Department of Housing and Urban Development (HUD) and
promulgated in 2 CFR 200, the National Affordable Housing Act 42 U.S.C 12703, and HUD Procurement
Handbook for Public Housing Agencies No. 7460.8 Rev.2, the United States Small Business Administration and
other governmental and professional industry association certifying agencies) shall have the maximum
opportunity to participate in the performance of contracts financed in whole or in part with federal funds and
that bidders, proposers or contractors and their subcontractors or suppliers shall take all necessary and
reasonable steps to ensure that MBE/WBE/SBEs shall have the maximum opportunity to compete for and
perform contracts financed in whole or in part by federal funds.
MBE/WBE/SBE economic participation shall be implemented through DCHA’s Opportunity Inclusion Policy
via an MBE/WBE/SBE Utilization Plan that is submitted by entities seeking to do business with DCHA.
Accordingly, businesses intending to respond to this RFP shall be a certified MBE/WBE/SBE or agree to
expend no less than 35% of the total contract price, inclusive of all modifications and amendments through
work with certified MBEs and WBEs. DCHA business partners that are certified not-for-profit/non-profit
entities shall agree to expand not less than 20% of their contract value via MBE/WBE/SBE.
Respondents who, as a result of a robust, timely and documented process of solicitation to the marketplace to
meet this requirement, find that it is not possible to secure that level of participation, may augment their
MBE/WBE/SBE participation goal with a comprehensive detail of good faith efforts. Documented good faith
efforts will be considered on their merits and in light of other respondents and their plans regarding
DCHE RFP 37-2026 17 | P a g e
impracticability of meeting the published goals. In RFQ submissions of qualifications, an affidavit of future
compliance will evidence intended compliance. For proposals submitted as a response to RFP’s a written plan
to achieve the published aspirational goal will be required with initial proposal or subsequent task orders.
RFP respondent
- Dcha Docs
- Type
- ADVERTISEMENT
- Title
- DCHA RFP 37-2026 New Market Tax Credit (NMTC) Asset Management and Loan Servicing
- Type
- REQUEST FOR PROPOSAL
- Title
- DCHA RFP 37-2026 New Market Tax Credit (NMTC) Asset Management and Loan Servicing
- Dcha Year
- 2026
- Pdf Pages
- 31
- Cat Review
- At
- Sep 25, 2026
- Method
- openrouter
- Taxonomy
- construction
- Dcha Doc Ids
- 3291, 3292
- Dcha Number
- 37
- Categorized By
- llm
- Dcha Base Doc Id
- 3292
- Dcha Cancelled
- No
- Detail Fetched
- Yes
- Pdf From Stored
- No
