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Insurance Financial Modeling Services

Active
State & Local

Contract Overview

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

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This subcontract opportunity for Insurance Financial Modeling Services involves developing financial projections and pro forma models for prime contractors working on feasibility study projects for the Maryland Department of Housing and Community Development. The selected provider will be responsible for building comprehensive Excel-based models that integrate actuarial data to forecast long-term financial performance and sustainability, with the final deliverable being the Financial Pro Forma Model. Candidates for this role are preferred to hold a CPA or CFA certification to ensure professional standards in financial analysis. The solicitation was posted on October 7, 2026, with a response deadline of November 3, 2026. This engagement falls under NAICS code 541219 and supports the strategic financial planning of the state agency.

General Info

Subcontract for insurance financial modeling services for Maryland DHCD; CPA or CFA preferred.

Documents

This scope was carved out of BPM059226.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Deductible Buyback Captive - Feasibility Study

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Organization & Contact Information

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AgencyMaryland → Department of Housing & Community Development
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Develops financial projections and pro forma models for prime contractors on Maryland Department of Housing & Community Development feasibility study projects. Builds comprehensive Excel-based models to forecast financial performance and sustainability by integrating actuarial data. CPA or CFA preferred. Delivers the Financial Pro Forma Model.

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Same NAICS industry code

NAICS: 541219
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San Diego County

POSTED

4 days ago

DEADLINE

in 26 days
View Details

More opportunities from Maryland → Department of Housing & Community Development

Same awarding agency

NAICS: 541611
SLED
Deductible Buyback Captive - Feasibility Study
Solicitation # BPM059226
The Maryland Department of Housing and Community Development is seeking a qualified third-party insurance consulting firm to conduct a comprehensive feasibility study for a Deductible Buy-Back Captive Insurance Program tailored for affordable multifamily housing projects. The selected consultant will provide data-driven recommendations regarding the viability of captive formation, including the optimal domicile, structure, required capital levels, and expected financial performance. Key deliverables include a data validation memorandum, actuarial analysis report, financial pro forma model, governance framework, and a final feasibility report with an implementation roadmap. The project is expected to be completed within 12 to 16 weeks from contract execution. This is a firm fixed price agreement with a six-month base period. Award will be based on the Competitive Sealed Proposals method, where technical and financial factors are given equal weight. Technical evaluations will focus on the offeror's work plan and preferred qualifications. Proposals must be submitted via the eMMA portal in two separate volumes: a technical proposal and a financial proposal. Contractors are required to maintain documented cybersecurity controls for sensitive financial data and must provide an affirmative statement agreeing to the prohibition of non-compete clauses. Payment is processed via electronic funds transfer and is contingent upon the submission of a signed Deliverable Product Acceptance Form.
Administrative Management and General Management Consulting Services

POSTED

20 days ago

DEADLINE

in 7 days
View Details

Earlier notices in this NAICS code

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