CHEFA Loan/Portfolio Management Platform

The Connecticut Health and Educational Facilities Authority (CHEFA) is seeking a Loan/Portfolio Management Platform. CHEFA is a quasi-public agency and political subdivision of the State of Connecticut, and it issues tax-exempt bonds on behalf of eligible non-profits in the state. The selected platform will be used to manage CHEFA's portfolio, which currently consists of approximately 120 outstanding bond transactions. The platform should be able to provide adequate records of the bonds issued by CHEFA. • The platform should be able to manage a large portfolio of bonds. • The platform should be able to provide adequate records of the bonds issued by CHEFA. • The platform should be able to handle the refinancing of eligible existing debt. • The platform should be able to handle the funding of Debt Service Reserve Funds (if applicable). • The platform should be able to handle the funding of issuance costs.