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This Solicitation opportunity from Hawaii was posted on January 23, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

RFP 26-4771 to provide Tax Deferred Annuity Program Services

Closed
P26001606State & 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 26 days

AI Contract Overview

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The University of Hawaii is seeking a contractor to support the administration and compliance of its Tax Deferred Annuity (TDA) program, which currently involves coordinating approximately 34 service providers and serving around 1,438 participants. The contract focuses on assisting the University's Office of Human Resources in managing these processes efficiently across the statewide program. The solicitation is identified as RFP 26-4771 and was posted on January 23, 2026, with a response deadline of February 24, 2026. This solicitation, issued by the Department of University of Hawaii, does not specify any set-aside or NAICS codes but is publicly available for statewide performance within Hawaii. Interested contractors are encouraged to contact Sarah-Jane Allen, the primary point of contact, via email or phone for further information. The contract aims to ensure effective oversight and compliance within the TDA program, helping to streamline services for program participants and service providers alike.

General Info

University of Hawaii seeks contractor to manage Tax Deferred Annuity program statewide, deadline February 24, 2026.

Contract Value

$4

Place of Performance

HI, USA

Set-Aside

NONE

Award Issued Date

Documents

1

RFP No. 26-4771: University of Hawaii TDA Program Administration & Compliance

PDF, High priority: read this firstrfp
High

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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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AgencyDepartment of University of Hawaii
Contacts2 people available
OfficeHI, USA
Office AddressHI, USA
Contacts
Sarah Allen

Full Description

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The University is coordinating approximately 34 service providers for approximately 1,438 participants in the University of Hawaii TDA program and is seeking a Contractor to assist the OHR in the TDA program administration and compliance tasks.

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