Vendors wishing to do business with CMHA will have to submit a Vendor Packet in order to be registered with our PHA.
The Vendor Packet can be downloaded from here.
Invitation for Bids (IFB) – None
Request for Proposals (RFP) – Due 4:00 P.M. EST on October 15, 2026
- RFP for Banking Services located here
Clermont Metropolitan Housing Authority (CMHA) seeks Request for Proposals (RFP) from qualified financial institutions to provide banking and investment services. All proposals submitted in response to this solicitation must conform to all requirements and specifications outlined within this document and any designated attachments in its entirety. In particular, the financial institution will be required to fully execute without modifications, the HUD-required General Depository Agreement (HUD-51999) (GDA). (Exhibit A) The GDA requires the financial institution to continuously and fully secure all deposits, regardless of type (i.e., checking, savings, money market, certificate of deposits, etc.), that are more than the Federal Deposit Insurance Corporation (FDIC) insured amount. Copies of the proposal forms are available at our Administrative Office located at 65 S Market St Batavia, OH or at CMHA’s website at www.clermontmha.org.
CMHA intends to award the contract pursuant to a “best value” basis, not a “lowest bid” basis. An evaluation committee shall review and rank each of the offeror’s proposals using the method of evaluation described in this request. The evaluation committee shall enter negotiations with the highest ranked proposal first, and if necessary, any or all the other proposals and submit the list of ranked offerors to the Executive Director. The Executive Director shall make a recommendation to the Board of Commissioners to award a single contract to the most competent, responsive, and responsible offeror submitting a proposal in accordance with the proposal evaluation criteria.
QUESTIONS
Prospective offerors requiring any explanation or interpretation of the solicitation must request it in writing no later than 4:00 pm EST on September 30, 2026, and be addressed to Matt Koch via email mkoch@clermontmha.org. Any information given to a prospective offeror about this solicitation will be furnished to all other prospective offerors as a written amendment to this solicitation and updated at www.clermontmha.org under Business Opportunities.
RFP SUBMISSION
All proposals must be delivered in a sealed envelope labeled as follows:
Clermont Metropolitan Housing Authority
Attn: Finance Director, Matt Koch
65 S Market St
Batavia, OH 45103
RE: RFP Banking Services
RFP DEADLINE
Proposals must reach CMHA no later than 4:00 P.M. EST on October 15, 2026.
No proposal will be accepted for consideration if received after this deadline. Proposals will be held in confidence and will not be released in any manner until after the contract award. Contractors are solely responsible for ensuring their proposals are received by the time and date stated above.
RFP SELECTION
Final Selection will be made by CMHA’s Board of Commissioners on October 26, 2026. A contract will be negotiated with the awardee to commence January 1, 2027.
PROPOSAL FORMAT
CMHA intends to select the successful offeror(s) pursuant to a “Best Value” basis, not a “Lowest Bid” basis. All proposals submitted in response to this RFP must be formatted in accordance with the sequence and instructions provided below. An authorized representative from the Bank must sign the proposal and complete all required certifications. If there is a section that is not-applicable, please include a sheet indicating such. Any proposal which fails to include all items will be considered a non-responsive proposal and will not be considered for evaluation.
- Complete the Company Profile Form. (Form Provided)
- Staff Qualifications and Experience
Identify key personnel that will be providing the banking and investment services to CMHA, including information on job title, experience, contract information, and qualifications. - Complete the Reference Form. (Form Provided)
- Complete the Service Level and Banking Products for Scope of Work and Specific Service Requirements.
- Provide a Bank Fee Proposal Form Listing Costs Associated with All Account Types Listed in Current Account Section of this RFP.
- Provide the last two available year-end audited financial statements of the financial institution.
- Provide Proof of Third-Party Collateral. 100 percent collateralization policy specified in the General Depository Agreement
- Contract Provisions. Provide a sample contract containing the required language for a three-year term with additional renewals for year 4 and 5 based on mutual agreement.
- Proof of Community Reinvestment Act (CRA) current rating.
- Proof of Licensing and Insurance
- Statement of Regulatory Oversight (Form Provided)
- HUD Form 5369-B, Instructions to Offerors, Non-Construction (Attached), Certifications and Representations of Offerors, Non-Construction (Form Provided)
- HUD Form HUD 5370-C, General Conditions for Non-Construction Contracts (Form Provided)
- Section 3 Business Requirements (Form Provided)
- W-9 (Form Provided)
- Debarment Certification (Form Provided)
Exhibit A General Depository Agreement
Exhibit B PIH 96-33 Required HA Cash Management
Exhibit C Investment Register with Notes
Exhibit D HUD Approved Banking Instruments
Questions Received for Bank RFP – Volume Analysis Statements
Request for Quotes (RFQ) –
Snow Removal Proposal – RFQ 4:00 P.M. EST on October 8, 2026
Due Date for Quote: 10/8/26 at 4:00 p.m.
Clermont Metropolitan Housing Authority (CMHA) is accepting quotes from qualified contractors for snow removal services (on as needed basis) at various CMHA public housing properties located throughout Clermont County including its Administrative Office. The contractors or individuals doing so automatically agree to abide by all terms and conditions listed in the Request for Quote documents and the attachments provided. Quotes must be made on the proposal form provided by CMHA. Additional copies of the proposal forms are available at our Administrative Office located at 65 S Market St Batavia, OH or at CMHA’s website at www.clermontmha.org. CMHA reserves the right to waive any informality in the request for quotes, to reject any or all quotes; and to award the contract in a manner which it considers to be in the best interest of CMHA.
Deadline for Questions: September 28, 2026 by 4:00 p.m.
Deadline for Submission of Quote: October 8, 2026 by 4:00 p.m.
Deadline for Selection: October 26, 2026
Contract Effective Date: November 1, 2026
Submission of Documentation: You can submit the quotes to CMHA Attn: Rick Ernst 65 S Market St Batavia, OH in a sealed envelope, marked “Snow Removal.” Or the quotes may be emailed to rernst@clermontmha.org with Snow Removal in the Subject Line. All forms and relevant documents for this quote must be signed and submitted no later than the above date and time.
Exhibit A – Snow Removal Proposal & Pricing Form
Exhibit B – Snow Removal References
Exhibit C – W9 Form
Exhibit D – HUD Form 5370-C
Exhibit E – Certificate of Liability Insurance
Exhibit F – Pictures of Equipment & Personnel
Veterans Village Site Plan for Snow Removal located here