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 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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