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.

Request for Proposal (RFP): In-Person Credit Card Payment

Closed

    Request for Proposal (RFP): OFE Financial Counseling RFP

    Informational Pre-Bid Conference

     

    SF Lends Request for Information

     

    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

    Questions and Answers

    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

    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

    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

    CCSF Banking RFP Orientation

    All questions must be submitted to ttx.rfp@sfgov.org 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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