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This Solicitation opportunity from West Virginia was posted on March 24, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

ARFQ-0704-INS2600000004-2 | Statutory Financial Exam of First Surety Corporation

Closed
ARFQ-0704-INS2600000004-2State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

4 days ago

DEADLINE

in 26 days

AI Contract Overview

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The contract involves a statutory financial examination of First Surety Corporation, issued by the West Virginia state government. It is identified by the solicitation number ARFQ-0704-INS2600000004-2 and was posted on March 24, 2026, with a response deadline set for April 13, 2026. The contract type is a solicitation, and it is managed by the State and Local Governmental Entities (SLED) sector, with performance expected to take place in Charleston, West Virginia. Key contacts for this solicitation include Beverley Toney, who serves as the primary point of contact, reachable via email or phone, and a secondary contact also available by phone. The solicitation aims to secure services related to the mandated financial review of First Surety Corporation, ensuring compliance with statutory financial requirements. Further details and submission instructions are accessible through the West Virginia procurement system's online portal.

General Info

Solicitation for statutory financial examination of First Surety Corporation, West Virginia, deadline April 13, 2026.

Place of Performance

Charleston, WV, USA

Set-Aside

NONE

Documents

5

ARFQ 0704 INS2600000004 Statutory Financial Exam of First Surety Corporation

PDF, High priority: read this firstarfq
High

ARFQ INS2600000004 Terms and Conditions for Bid Submission

PDF, High priority: read this firstrfq
High

Addendum #1 - Answers to vendor questions.pdf

PDF

ARFQ INS2600000004 Exam of First Surety Corp.pdf

PDF

Final_ARFQ_0704_INS2600000004_1_WV_ARFQ_FORM.PDF

PDF

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyWest Virginia
Contacts2 people available
OfficeCharleston, WV, 25302, USA
Organization / AgencyWest Virginia
Office AddressCharleston, WV, 25302, USA

Full Description

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Statutory Financial Exam of First Surety Corporation

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