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This Solicitation opportunity from Ohio was posted on July 8, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

RFP for Managed Financial Services

Closed
SRC0000032169State & 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 Ohio Air Quality Development Authority is seeking proposals from qualified managed financial services providers to assess and enhance its financial processes, systems, and technology. The contract aims to improve the organization’s financial management capabilities through comprehensive evaluation and strategic improvements. The solicitation, titled "RFP for Managed Financial Services," was posted on July 8, 2025, with a deadline for responses set for July 28, 2025. The contract is valued between $500,000 and $2,000,000, reflecting a significant investment in upgrading financial operations. The organization operates within the State and Local Government Entity (SLED) sector, with the project located in Ohio. Interested providers can find additional details and submit their proposals through the Ohio Buys procurement portal provided in the link.

General Info

Agency

Ohio → AIR-Air Quality Development Auth

Place of Performance

OH, USA

Set-Aside

NONE

Documents

1

Ohio Air Quality Development Authority RFP for Managed Financial Services

PDF, High priority: read this first10 pages · rfp
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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AgencyOhio → AIR-Air Quality Development Auth
ContactsNo contacts available
OfficeN/A
Organization / Agency
Ohio → AIR-Air Quality Development Auth
Office AddressN/A
ContactsNo contact information available

Full Description

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The Authority is seeking a qualified managed financial services provider to evaluate and strengthen its financial processes, systems, and technology.

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