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This Solicitation opportunity from Massachusetts was posted on September 22, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

RFQ for Statements of Financial Interests (SFI) - State Ethics Commission

Closed
BD-26-1388-SEC-SEC-121178State & Local

Contract Overview

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

Active Opportunities Like This One

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 Massachusetts State Ethics Commission has issued a Request for Quote (RFQ) to procure an electronic Filing System for Statements of Financial Interests (SFIs), aimed at enhancing the transparency and efficiency of financial disclosure processes. While the RFQ is open to all vendors, only those holding specific Statewide Contracts (ITS60, ITS75, and ITS81) will be considered, with the purchase governed by the terms and conditions of these contracts. The procurement process emphasizes detailed technical and functional requirements, cost proposals, and vendor qualifications, including the provision of business references. The contract size is estimated to range between 500,000 and 2 million dollars, reflecting the scope and importance of the project. The contractual framework includes a Master Services Agreement that outlines roles, responsibilities, project management, deliverable acceptance, and collaboration protocols, ensuring the development and maintenance of a compliant and user-friendly eFiling system. Vendors are guided through detailed submission procedures via the Commonwealth’s COMMBUYS procurement platform, with strict security, confidentiality, and compliance requirements. The overarching terms and conditions emphasize adherence to state procurement policies, data security, and contractual obligations, supported by standardized forms and amendments to ensure consistency and legal compliance across all phases of the project. The initiative underscores the state's commitment to modernizing its ethics compliance infrastructure through a structured, transparent, and secure procurement process.

General Info

Agency

Massachusetts → State Ethics Commission

Place of Performance

MA, USA

Set-Aside

NONE

Documents

11

Attachment A - Functional and Technical Requirements: SFI eFiling System

XLSX, High priority: read this firstspecifications
High

Attachment C - General Procurement Information

DOCX, High priority: read this firstspecifications
High

Attachment D - Bidder Acceptance Form

DOCX, High priority: read this firstsupporting-document
High

Attachment F - Commonwealth Terms and Conditions for Information Technology Contracts

PDF, High priority: read this firstcontract-document
High

BD-26-1388-SEC-SEC-121178 State Ethics Commission SFI eFiling System RFQ

DOCX, High priority: read this firstrfq
High

Commonwealth of Massachusetts Standard Contract Form

PDF, High priority: read this firstcontract-document
High

Master Services Agreement for Statement of Financial Interests eFiling System

DOCX, High priority: read this firstcontract-document
High

State Ethics Commission SFI eFiling System - Attachment B Cost Workbook

XLSX, High priority: read this firstrfq
High

Task Order for Statement of Financial Interests eFiling System - Massachusetts State Ethics Commission

DOCX, High priority: read this firsttask-order
High

Attachment E - COMMBUYS Instructions

DOCX, Low priorityother
Low

Attachment H - Business Reference Form

DOCX, Low prioritypast-performance
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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AgencyMassachusetts → State Ethics Commission
Contacts1 person available
OfficeN/A
Organization / Agency
Massachusetts → State Ethics Commission
Office AddressN/A
Contacts

Full Description

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RFQ is open to all vendors, but only vendors holding Statewide Contracts ITS60, ITS75, and ITS81 will be considered and that the purchase will be subject to the terms and conditions of the Statewide Contract held by the vendor.

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