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The Montana Board of Housing (MBOH) is pleased to announce a Request for Proposals (RFP) inviting qualified Financial Advisors to submit proposals for professional services. The Board intends to select a Financial Advisor that will consult with Board staff, bond counsel, the Board’s underwriters, the Board’s counsel and any other parties necessary to maintain and grow programs in accordance with its mission. The RFP describes MBOH requirements, scope of services and process for submission and evaluation of proposals.

Schedule of Events   

RFP Issuance Date    December 11, 2018

RFP Questions by Potential Offerors            December 21, 2018

RFP Answers to Questions                            December 28, 2018

Proposals Due                                                 January 18, 2019 at 5:00 PM (MDT)

Completion of Evaluations                             February 1, 2019

Confirmed Selection by MBOH                      February 12, 2019

Agreement for Services Executed                 March 15, 2019

Start Date of Services                                     Immediately

All questions and requests for additional information must be submitted to the Board on or before December 21, 2018, at 5:00 pm MDT.  Questions and requests for additional information submitted after this date and time will not be answered.  Potential Offerors may submit questions or inquiries via telephone or email to:

Cheryl Cohen

Operations Manager

Montana Housing                                          

Telephone: (406) 841-2826

Email: housing@mt.gov  (Subject: Financial Advisor RFP)


Proposals must be submitted electronically to and received by the Board through SHAREFILE by 5:00 pm MDT on January 18, 2019.  Set up in SHAREFILE is required before submission can take place. 

A set up request must be sent to housing@mt.gov and include:

- Subject:  Financial Advisor RFP SHAREFILE Set up Request

- Company Name

- Employee Name (can be multiple personnel)

- Title

- Email


Please review the RFP and Exhibits in full for complete details and instructions.


Additional information on Executive Order No. 15-2018, including Frequently Asked Questions, is available here:  https://vendorresources.mt.gov/notices


301 S. PARK AVE, STE 240 | PO BOX 200528 | HELENA, MT 59620-0528 | P: 406.841.2840 | F: 406.841.2841 | TDD: 406.841.2702 | TOLL FREE: 800.761.6264