RFP - Investment Brokerage and Advisory Services

RFP - Investment Brokerage and Advisory Services

REQUEST FOR PROPOSALS (“RFP”) Investment Brokerage and Advisory Services

The District of Columbia Housing Finance Agency (the “Agency” or “DCHFA”) requests proposals from qualified vendors to provide investment brokerage services to include the purchase and sale of investment securities which may include bonds, obligations, treasury securities and equities (collectively “Investment Services”) for the Agency. The information and instructions set forth below are designed to solicit responses that will demonstrate your company’s capability to satisfy the Agency’s requirements. Each company is requested to submit its most competitive offer.

The deadline for submission of proposals is Wednesday, April 4, 2018 at 4:00 p.m. (ET).
Please submit one (1) electronic PDF file of the proposal via email to procurement@dchfa.org and one (1) Flash Drive Copy with the proposal files to DCHFA, 815 Florida Avenue, NW, Washington, DC 20001, Attn: Keami Estep, Procurement Manager.


Companies may submit questions related to this RFP in writing or by e-mail no later than noon on Monday, March 12, 2018 (ET). All questions shall be sent to Keami Estep, Procurement Manager at procurement@dchfa.org. No oral proposals or oral modifications of proposals will be considered.

The subject line of the email and the outside packaging of the Flash Drive submission must include “Response to Investment Brokerage Services RFP: Your Agency Name

Please complete the below contact form to receive a copy of the RFP Documents.


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