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This Solicitation opportunity from California was posted on March 13, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Fiscal Compliance Monitoring Services

Closed
7613State & 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

5 days ago

DEADLINE

in 26 days

AI Contract Overview

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Merced County is seeking proposals for Fiscal Compliance Monitoring Services, with a solicitation number of 7613, posted on March 13, 2025. The contract aims to secure professional services to monitor fiscal compliance, ensuring adherence to applicable regulations and financial standards within the county. Interested vendors must register on the county’s procurement platform to participate, as bids cannot be submitted in person, via mail, email, or fax. The response deadline is April 14, 2025, providing a limited window for submission. The contract size ranges from $50,000 to $200,000, reflecting the scope and scale of the required services. The project is managed under the jurisdiction of Merced County, California, and is classified as a SLED (State, Local, Education, and Non-Profit) procurement, indicating its focus on public sector entities. The procurement process emphasizes online engagement, with all questions and clarifications to be submitted through the designated online Clarifications tab. The provided link directs potential bidders to the county’s procurement portal for accessing the Request for Proposal (RFP) package and additional details. The contract’s scope involves comprehensive fiscal oversight, ensuring compliance with financial regulations and standards applicable to county operations. The inclusion of a definitions document from a similar contract indicates that key terms such as contractor responsibilities, deliverables, data handling, and project management will be clearly defined to facilitate smooth administration and execution of the services. Overall, this solicitation represents a structured opportunity for qualified firms to support Merced County’s fiscal oversight efforts through a formal, electronically managed bidding process.

General Info

Place of Performance

CA, USA

Set-Aside

NONE

Documents

7

7613 Section 2: Response Format and Content

PDF, High priority: read this firstrfp
High

7613 Section 4: Terms and Conditions

PDF, High priority: read this firstrfp
High

Merced County RFP Section 3: Basis of Award and Evaluation

PDF, High priority: read this firstrfp
High

Merced County Sample Agreement for Special Services

PDF, High priority: read this firstcontract-document
High

Merced County WIOA Sub-recipient Monitoring RFP - Section 1

PDF, High priority: read this firstrfp
High

7613 Signature Page

DOCX, Low priorityother
Low

County of Merced - Definitions

PDF, Low priorityspecifications
Low

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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 → Merced County
ContactsNo contacts available
OfficeN/A
Organization / AgencyCalifornia → Merced County
Office AddressN/A
ContactsNo contact information available

Full Description

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Merced County is accepting proposals for FISCAL COMPLIANCE MONITORING SERVICES You must register first in order to participate.To access and download the RFP package, click on the "BID DOCUMENTS" tab (above). Questions and clarifications must be submitted online by clicking on the Clarifications tab of this bid.The County does not accept bids or proposals in person, by mail, email or fax.

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