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This Solicitation opportunity from Oregon was posted on May 14, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Request for Quote - Kaiser Foundation Group Financial Examination

Closed
S-44000-00013588State & 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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The contract involves engaging an Offeror to conduct a detailed financial examination of the Kaiser Foundation Group, which encompasses several entities including Kaiser Foundation Health Plan of the Northwest, Kaiser Permanente Insurance Company, Kaiser Foundation Health Plan of Colorado, Kaiser Foundation Health Plan of Georgia, Inc., and Kaiser Foundation Health Plan of the Mid-Atlantic. The scope may extend to analyzing data from various affiliated insurers within the insurance holding company system. The project is initiated by the Oregon Department of Consumer and Business Services, with a solicitation posted on May 14, 2025, and a response deadline of May 27, 2025. The contract value is estimated to range between $500,000 and $2,000,000, and the work will be performed within Oregon. Interested Offerors are directed to contact the Central Services Division via email or phone for further details. The contract aims to ensure comprehensive financial oversight and compliance within the Kaiser Foundation Group’s insurance operations, potentially involving complex data analysis across multiple affiliated entities. The procurement process is open and managed through the OregonBuys portal, providing access to the detailed solicitation documents.

General Info

Documents

7

RFQ S-44000-00013588 Financial Examination Services

PDF, High priority: read this firstrfq
High

S-44000-00013588 Attachment C - Offer Submission Form

DOCX, High priority: read this firstrfq
High

S-44000-00013588 Attachment F - Proposer Responsibility

DOCX, High priority: read this firstpast-performance
High

RFQ S-44000-00013588 Attachment B - Disclosure Exemption Affidavit

DOCX, Low priorityother
Low

S-44000-00013588 Attachment D: Certified Disadvantaged Business Outreach Plan

DOCX, Low priorityother
Low

S-44000-00013588 Attachment E - Offeror Information and Certification Sheet

DOCX, Low priorityother
Low

S-44000-00013588 Sample Contract for Services

PDF, Low prioritycontract-document
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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AgencyOregon Department of Consumer and Business Services
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts
Central Services Division

Full Description

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Agency is requesting Offeror to assist in the financial examination of the Kaiser Foundation Group, including Kaiser Foundation Health Plan of the Northwest, Kaiser Permanente Insurance Company, Kaiser Foundation Health Plan of Colorado, Kaiser Foundation Health Plan of Georgia, Inc. and Kaiser Foundation Health Plan of the Mid-Atlantic and could include working with data from a number of affiliated insurers in the insurance holding company system. See attached documents for specifications.

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