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Request for Proposal

The current RFPs are listed below.

Request for Proposal – Special Counsel Services

The Connecticut Health and Educational Facilities Authority (the “Authority”) is a quasi-public state agency created in 1965 to provide access to the tax-exempt bond market for qualified nonprofit institutions. In accordance with the requirements in Connecticut General Statutes, Chapter 187, Section 10a-179(h)(4), the Authority is requesting proposals from qualified firms wishing to provide Special Counsel services to the Authority for a period not to exceed three (3) years.

The Authority seeks proposals from qualified law firms familiar with the Authority’s business and procedures and having established expertise in the area of tax-exempt municipal finance generally and specifically for 501(c)(3) healthcare, higher education, private secondary schools, human service providers, early childhood education centers and cultural institutions. Proposals should highlight your firm’s recent experience with transactions involving the issuance of tax-exempt bonds by public entities and quasi-public agencies similar to the Authority. Please see below document for scope of services and additional requirements.

  • RFP Issued – August 7, 2024.
  • Proposals are due no later than September 13, 2024, at 5:00 p.m.
  • Any questions related to this RFP will be accepted until 5:00 p.m. on September 6, 2024. Responses will be posted on the Authority’s website by 5:00 p.m. on September 11, 2024.
  • Notification of interviews, if necessary, by no later than September 23, 2024.
  • Interviews, if necessary, to be conducted the week of September 30, 2024.
  • Authority Board action on selection by no later than October 16, 2024.

Final-2024-CHEFA-RFP-for-Special-Counsel-Services.pdf


Request for Proposal – Arbitrage Consulting and Compliance Services

The Connecticut Health and Educational Facilities Authority (the “Authority”) in accordance with the requirements in Connecticut General Statutes, Chapter 187, Section 10a-179h (4), is requesting proposals from qualified firms wishing to provide arbitrage consulting and compliance services to the Authority and its clients for a period not to exceed three (3) years.

The Authority seeks proposals from firms with established expertise in the area of tax-exempt municipal finance generally and specifically for 501(c)(3) healthcare, higher education, private secondary schools, human service providers, early childhood education centers and cultural institutions. Proposals should highlight the recent experience of your firm in transactions involving public entities and quasi public agencies similar to the Authority. Please see below document for scope of services and additional requirements.

  • RFP Issued – August 8, 2024.
  • Proposals are due by no later than September 18, 2024 at 5:00 p.m.
  • Any questions related to the RFP will be accepted until 5:00 p.m. on September 6, 2024. Responses will be posted on the Authority’s website by 5:00 p.m. on September 11, 2024.
  • Notification of Interviews, if necessary, by no later than September 23, 2024.
  • Interviews, if necessary, to be conducted the week of September 30, 2024.
  • Authority Board Action on Selection of Arbitrage Consulting and Compliance Services Providers by no later than October 16, 2024.

Final-2024-CHEFA-RFP-for-Arbitrage-Rebate.pdf

Responses to Q&A


Request for Proposal – Financial Advisory Services

The Connecticut Health and Educational Facilities Authority (the “Authority”) is a quasi-public state agency created in 1965 to provide access to the tax-exempt bond market for qualified nonprofit institutions.

In accordance with the requirements in Connecticut General Statutes, Chapter 187, Section 10a-179 (h) (4), the Authority is requesting proposals from qualified firms interested in providing financial advisory services to the Authority. The selected firm(s) will serve as the Authority’s financial advisor for a period not to exceed three (3) years.

The Authority seeks proposals from firms with established expertise in the area of tax-exempt municipal finance generally and specifically for 501(c)(3) healthcare, higher education, private secondary schools, human service providers, early childhood education centers and cultural institutions. Proposals should highlight the recent experience of your firm in transactions involving the issuance of tax-exempt bonds by public entities and quasi-public agencies similar to the Authority. Please see below document for scope of services and additional requirements.

  • RFP Issued – August 8, 2024.
  • Proposals are due no later than September 13, 2024, at 5:00 p.m.
  • Any questions related to this RFP will be accepted until 5:00 p.m. on September 6, 2024. Responses will be posted on the Authority’s website by 5:00 p.m. on September 11, 2024.
  • Notification of Interviews, if necessary, by no later than September 23, 2024.
  • Interviews, if necessary, to be conducted the week of September 30, 2024.
  • Authority Board action on selection by no later than October 16, 2024.

Final-2024-CHEFA-RFP-for-Financial-Advisor.pdf