Open Contracting opportunities with the Office of the Treasurer & Tax Collector are below. Please check this page often for updates or amendments. Due dates and minimum qualifications are included in the RFP documents.
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Request for Proposal (RFP): Fixed Income Custody Services
- Questions and Answers
- RFP for Custody Services
- Template A: Cover Sheet
- Template B: Minimum Qualifications Response
- Template C: Scope of Work
- Template D: Cost Workbook
- Appendix A: TTX Investment Policy
- Appendix B: City's Contract Terms
Request for Proposal (RFP): Business Tax System
5/31/24: We have posted an updated cost workbook in Template D: Cost Workbook ,whichresolves calculation and formatting errors on the previous version. Cost Workbook errors will not constitute disqualification, and if necessary, entities will be invited to resubmit if the wrong worksheet is used.
Request for Proposal (RFP): In-Person Credit Card Payment
- Questions and Answers
- RFP – In-Person Credit Card Payment
- City’s Contract Terms
- Cover Page
- Minimum Qualifications Form
- Written Proposal Requirements
- Price Proposal Template
- Appendix A – Scope of Work
- Pre-bid Presentation - RFP In-Person Credit Card Payment
Request for Proposal (RFP): OFE Financial Counseling RFP
Informational Pre-Bid Conference
SF Lends Request for Information
- Addendum 1 - New Due Date: August 11, 2023
- SF Lends RFI
- Written Proposal Template
- SF Lends RFI – Prebid Presentation
Request for Proposals (RFP): Kindergarten to College Student and Family Outreach
Questions and Answers
RFP - Kindergarten to College Student and Family Outreach
Attachment 1 – City’s Terms
Attachment 2 – Scope of Work
Attachment 3 - Proposer Information and Reference
Attachment 4 – Minimum Qualifications
Attachment 5 – Core Competencies Form
Attachment 6 – Project Plan
Attachment 7 - Price Proposal
Informational Prebid Conference
Video Recording
Presentation
Request for Proposals (RFP) for Kindergarten to College Program Evaluation Partner
- P-690 (7-22) RFP (PDF)
- Appendix A - City Contract Terms (Doc)
- Appendix B – Supporting Documentation Required Prior to Contract Execution (PDF)
- Attachment 1 - Scope of Work (PDF)
- Attachment 2 – Proposer Information and References (Doc)
- Attachment 3 – Minimum Qualifications (Doc)
- Attachment 4 –Price Proposal (Doc)
All questions must be submitted to andrea.yee@sfgov.org by October 14th.
Request for Proposals (RFP) for Micro-LBE Credit Capacity Program – Financial Institution Partner
Questions and Answers
Addendum 1: Updated Attachments 1 & 2 on TTX Website - Posted 9/20/2022
- P-690 (7-21) – RFP Line of Credit (PDF)
- Attachment 1 – Proposer Information and References (Doc) - Updated 9/20/22
- Attachment 2 – Minimum Qualifications (Doc) - Updated 9/20/22
- Appendix A – P-600 (1-22) Professional Services Agreement (Doc)
All questions must be submitted to Amanda Wentworth at amanda.wentworth@sfgov.org by Sept 23rd.
Request for Proposals (RFP) for Kindergarten to College Financial Institution Partner
Kindergarten to College Financial Institution Partner RFP 3.30.2022
- Attachment 1 - Proposer Information and References
- Attachment 2 - Minimum Qualifications
- Attachment 3 - Institutional Capability and Commitment to Financial Access
- Attachment 4 – Requirements
- Attachment 5 - Community Engagement and Customer Experience
- Attachment 6_Pricing_Pro-Forma
- Appendix A- P-600 (1-22) Professional Services Agreement
- Appendix B-Supplemental Forms
- Appendix C- Outcome Tracker Transactions Format
Informational Prebid Conference Presentation
Informational Prebid Conference Recording
All questions must be submitted to sf.ofe@sfgov.org by April 13th.
Request for Proposals (RFP) for Communications Services
Communications Services Request for Proposals
Pre-Proposal Conference - Video
Addendum 1 - Partner Requests
Form A - Minimum Qualifications Checklist
Appendix B - Professional Services Contract Template - P-600
Questions and Answers
Partner Request - OneWorld Communications
Request for Proposals (RFP) for Banking Services
Banking Services Request for Proposals
Addendum 1 – Questions and Answers
Questions and Answers – Attachment C Excel Version
Form A - Cover Letter
Form B - Minimum Requirements
Form C - Qualifications, Experience and Control
Form D - Social Responsibility
Form E - Services Applicable for Modules 1 - 4
Form F - Modules 1 - Primary Depository & Disbursement Bank
Form G - Module 2 - Secondary Disbursement Bank
Form H - Module 3 - High Volume Coin & Currency Bank
Form I - Module 4 - Specialized Reporting Bank
Form J - Module 5 - Electronic Payables
Form K - Module 6 - Pre-Paid Card Solutions
Appendix A1 - HCAO Declaration
Appendix A2 - MCO Declaration
Appendix A3 - Insurance Requirements
Appendix B - Professional Services Contract Template - P-600
Appendix C - Socially Responsible Banking Data Tables
Appendix D - Pricing Pro-Forma
All questions must be submitted to ttx.rfp@sfgov.org by Feb. 10th
Request for Proposals (RFP) for Event Planning Services
- Addendum #2 – Submission Deadline Extension 10/06/2021
- Addendum – Submission Deadline Extension 9/27/2021
RFP# TTX-FY21 K2C Event Planning
- Attachment 1 - Contract Template
- Attachment 2 – Price Proposal Spreadsheet
- Attachment 3 – Proposer Questionnaire and References
- Attachment 4 – First Source Hiring Projection
- Attachment 5 – CMD Forms
- Attachment 6 – HCAO & MCO Declaration Forms
- Questions and Answers
Request for Proposals (RFP) for State-Tax Refund Debt Offset Services
RFP #BDR 2020-11
Request for Proposals - State-Tax Refund Debt Offset Service
Appendix B - P-600 Professional Services Contract Template
Appendix C - Appendix C. P-648 (4-19) SaaS and Hosted Services Template
Questions and Answers
Request for Proposals (RFP) for Drupal Long-Term Support Services
RFP #FY21 Drupal Support
Request for Proposals - Drupal Long-Term Support Services
Appendix B - P-600 Professional Services Contract Template
Questions and Answers
Request for Proposals (RFP) for Investment Accounting Software and Services
RFP #Investment Accounting FY21
- Request for Proposals - Investment Accounting Software and Services
- Appendix B - P-600 Professional Services Contract Template
- Appendix C - P-648 (4-19) SaaS and Hosted Services Template
- Appendix D - Investment Policy February 2018
- Appendix E - CCSF Monthly Pooled Investment Report
- Appendix F - AR-INT-005 File Layout PeopleSoft
- Questions and Answers
Request for Proposals (RFP) for Financial Justice Project Communication Services RFP #FJP2020-02
Request for Proposals (RFP) for San Francisco International Airport Workers Fund Research Design
Request for Qualifications (RFQ) for Research and Program Design Consultant RFQ#OFE2019-10
Request for Proposals (RFP) for Investment Advisory Services RFP#FY20-Investment Advisor
Request for Qualifications (RFQ) for Financial Coaching Service Providers for Smart Money Coaching RFQ#OFE2019-09
Request for Information for Broker/Dealer Services
Request for Qualifications for Business Designer RFQ#OFE2019-04
Request for Proposals for Armored Car Services RFP#TTX2019-02
Request for Proposals for Point of Sale Cashiering System RFP#TTX2019-01
- Request for Proposals for Point of Sale Cashiering Solution (pdf)
- Revised Schedule for Point of Sale Cashiering System RFP#TTX2019-01 (pdf)
- Template A - Submission Cover Sheet and Minimum Qualifications (docx)
- Template B - Executive Summary and Respondent Experience (docx)
- Template C - Project Approach (docx)
- Template D - Requirements Matrices (updated 4/2/2019) (xlsx)
- Template E - Cost Workbook (excel doc)
- Attachment A – Sample Professional Services Agreement (Form P-600) (pdf)
- Attachment B – Sample SaaS Agreement (Form P-648) (pdf)
- Attachment C – Sample Software License and Maintenance Agreements (Forms P-545 and P-540) (pdf)
- Attachment D - Question Responses for Point of Sale Cashiering System RFP#TTX2019-01_Updated 4-23-2019
Request for Proposals for Fiscal Sponsor Services - RFP#OFE2019-01
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