Request for Proposals

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.

There are no open Request for Proposals at this time. 




Request for Proposals (RFP) for Kindergarten to College Financial Institution Partner 

Kindergarten to College Financial Institution Partner RFP 3.30.2022

Informational Prebid Conference Presentation

Informational Prebid Conference Recording

All questions must be submitted to 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

CCSF Banking RFP Orientation

All questions must be submitted to by Feb. 10th


    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 Qualifications (RFQ) for Financial Coaching Service Providers for Smart Money Coaching RFQ#OFE2019-09

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