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This Solicitation opportunity from Massachusetts was posted on November 4, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Rfp 2025-009

Closed
BD-25-1528-TOL48-TOL48-109361State & Local

Contract Overview

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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 Town of Ludlow is seeking proposals from qualified firms or individuals to provide specialized technical support for the Treasurer-Collectors office, ensuring compliance with Massachusetts General Laws. The selected service provider should possess extensive experience and expertise in public sector financial management and legal matters, enabling effective advice and assistance to the town in discharging its duties. The contract is anticipated to be valued between $50,000 and $200,000, with the goal of enhancing the office's operational efficiency and legal compliance. The solicitation, identified as RFP 2025-009, was posted on November 4, 2024, with a deadline for responses set for November 20, 2024. Interested parties can find more details and submit their proposals through the official procurement portal. The primary contact for this solicitation is Jaime E. Morrow, reachable via email at [email hidden] or by phone at [phone hidden]. This initiative underscores the town’s commitment to ensuring robust financial oversight and legal adherence within its Treasurer-Collectors operations.

General Info

Place of Performance

MA, USA

Set-Aside

NONE

Documents

0

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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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AgencyMassachusetts → Town of Ludlow
Contacts1 person available
OfficeN/A
Office AddressN/A

Full Description

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The Town of Ludlow has a need for technical support at the Treasurer-Collectors office so as to effectively discharge the duties contained in Massachusetts General Laws. We are looking for a firm or person or persons who are experienced, competent, and learned in public sector financial and legal matters, and well qualified to advise and assist the Town.

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