Request for Proposals - Examination Assistance Firm

Agency: State Government of Connecticut
State: Connecticut
Type of Government: State & Local
Posted Date: Sep 16, 2025
Due Date: Oct 17, 2025
Solicitation No: DOB - 005
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Contact information: Please Login to View Page
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Request for Proposals - Examination Assistance Firm

The Connecticut Department of Banking (the "Department") requests written proposals from qualified, certified public accounting or other financial consulting firms (“Firms”), to assist the Department, on an as needed basis, with examinations of Connecticut chartered financial institutions, including, but not limited to, Connecticut banks, trust banks, credit unions, Innovation Banks, money transmitters, mortgage brokers and lenders, and investment advisers. The Department may also retain a Firm(s) to conduct training for Department personnel. The Department intends to compile a list of qualified Firms with expertise in any of the above referenced financial institution business models. The Department will retain Firms for assistance on an as needed basis, and selection of the Firm will be based on the expertise required for the financial institution that the Department is examining.

Start Date :
September 16, 2025 03:30:00 PM EDT
End Date :
October 17, 2025 05:00:00 PM EDT
Solicitation :
DOB - 005
Status :
Open
Delivery Terms :
Free On Board Destination
Payment Terms :
Vendor Specified
Who can respond to this bid ?  :
All Vendors


Contact Information
Solicitation Number : DOB - 005 from Banking, Dept. of

Matt Saunig 250-260 Constitution Plaza Hartford CT, 06103 United States Tel: 860-240-8147 matthew.saunig@ct.gov


Solicitation Categories
Commodity Code
Name
64000000
Financial Instruments, Products, Contracts and Agreements
64100000
Bank offered products
64110000
Securities
64111500
Equity based securities
64111600
Debt based securities
64111700
Derivative securities
64111800
Entitlements or rights
64111900
Structured financial products
64130000
General agreements and contracts
81112213
Accounting software maintenance
57 total
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