New York State Housing Finance Agency

Buyer seeks qualified organizations to provide training and technical assistance services to Mitchell-Lama cooperative boards and rental property owners across New York State. Services include training on program compliance, financial management, governance, and fiduciary responsibilities. The contractor will develop regular training schedules and provide on-demand technical assistance for specific property issues. Buyer oversees 132 Mitchell-Lama Housing Companies (37 cooperatives and 95 rentals) across 23 counties in New York State.

• 3/31/2025 - Deadline for RFP Questions
• 4/4/2025 - Deadline for Responses to RFP Questions
• 4/4/2025 - Intent to Submit Proposal Form Deadline
• 4/11/2025 - Proposal Due Date
• 6/1/2025 - Anticipated Selection Date

• Non-profit organization and/or private firm with 5+ years expertise in affordable housing
• Experience providing trainings to cooperative boards
• Expertise in affordable housing in New York State
• Knowledge of building management and capital improvements
• Ability to coach cooperative boards on best practices
• Expertise in financial management and fiduciary responsibilities
• Knowledge of Mitchell-Lama program rules and regulations

• Train cooperative boards on Mitchell-Lama program rules and compliance requirements
• Provide guidance on financial management best practices for housing cooperatives
• Teach board governance and fiduciary responsibilities to cooperative boards
• Assist with selecting housing company counsel and property managers
• Guide cooperative boards on conducting annual elections
• Provide technical assistance on property-specific issues
• Develop and deliver training modules for both virtual and in-person sessions
• Create effective communication protocols between boards and owners
• Advise on capital improvement planning and implementation
• Assist with rent/carrying charge increase applications to HCR