Community Development Financial Institution Administration of Revolving Loan Fund Services
Overview
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SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedCONTRACT DURATION
TIMELINE
Release of RFQ/RFP: June 1st, 2026
Final requests for information/questions due: July 2nd, 2026
Proposals due: July 23rd, 2026
Interviews: To be determined
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of San Pablo
DESCRIPTION
The City of San Pablo, California, is seeking a qualified vendor to administer the Community Development Financial Institution (CDFI) functions related to its Revolving Loan Fund (RLF) program. The selected firm will be responsible for overseeing the loan origination and underwriting process, which includes managing applications, conducting financial analysis, credit evaluation, risk assessment, and recommending loan terms and conditions in compliance with city policies and regulations. Technical assistance must also be provided to applicants as needed.
Loan servicing responsibilities encompass the preparation of loan agreements, management of disbursements, payment processing, and escrow accounts. The vendor will be expected to monitor both collateral and borrower performance, conduct portfolio management tasks, and handle delinquency follow-ups and workout plans. Complete and accurate record-keeping is essential to maintain portfolio integrity.
In terms of financial management, the firm will track loan repayments, interest earnings, and fund replenishment activities. Recommendations on interest rate structures and maintenance of accounting records consistent with GAAP and CDFI standards are required. The administration of the RLF should ensure ongoing financial sustainability over the fund’s capitalization period.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 23, 2026 and is no longer accepting submissions.
- What is the budget for this RFP?
- The published budget is $50,000 – $75,000.
- Who issued this RFP?
- It was issued by City Of San Pablo. The work is located in San Pablo, California, United States.
- Who is a good fit for this opportunity?
- Experienced Community Development Financial Institution (CDFI)
- Familiarity with municipal revolving loan funds and GAAP accounting
- Proven track record in loan servicing and portfolio management
- Capacity to provide technical assistance and regulatory compliance
- Prior work with local government entities in California
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.