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This Solicitation opportunity from California was posted on September 16, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Continuing Disclosure Services

Closed
017-2835804-GMState & 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 27 days

AI Contract Overview

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The County of Orange's County Executive Office - Finance is seeking proposals from qualified firms to provide Continuing Disclosure Services, with the goal of ensuring compliance and transparency related to financial disclosures. The solicitation, identified as number 017-2835804-GM, was posted on September 16, 2025, and proposals are due by October 14, 2025. The contract is expected to have a value ranging from $50,000 to $200,000, reflecting the scope and complexity of the services required. Respondents must meet the minimum qualifications outlined in the Request for Proposal (RFP) and demonstrate the capability to perform the specified scope of work. The services are to be performed within California, under the jurisdiction of the County Executive Office - Finance, which operates under the California State Local Education and Government (SLED) organization. Interested firms can obtain additional information or submit questions by contacting Gillian Martinez via email or phone. The procurement process is accessible through the provided online portal link, where detailed project information and submission guidelines are available. The contract aims to support the County’s ongoing financial disclosure obligations, ensuring compliance with applicable regulations and enhancing transparency in financial reporting.

General Info

Agency

California → County Executive Office - Finance

Place of Performance

CA, USA

Set-Aside

NONE

Documents

0

No documents available

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Uniform Contract Format

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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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AgencyCalifornia → County Executive Office - Finance
Contacts1 person available
OfficeN/A
Organization / Agency
California → County Executive Office - Finance
Office AddressN/A
Contacts

Full Description

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The County of Orange, County Executive Office - Finance (hereinafter referred to as “County”), is soliciting proposals from qualified firms (hereinafter referred to as “Respondents”) for Continuing Disclosure Services.  Respondents must meet the minimum qualifications and requirements as set forth within the RFP and be capable of providing services identified in the Scope of Work herein.

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