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Financial Agent Services

Overview


Financial, Legal, HR & Staffing
Middletown, Connecticut, United StatesPosted: August 7, 2026Deadline: August 28, 2026

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SUMMARY


A government authority in Middletown, Connecticut, seeks a financial agent to provide fiscal sponsorship, segregated fund management, GAAP record keeping, financial reporting, and event-related digital communications support.

KEY REQUIREMENTS


CONTRACT DURATION


60 months

TIMELINE


Questions due by August 18th, 2026.

Proposals due by August 28th, 2026.

QUESTION DEADLINE


August 18, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


City Of Middletown

Organization overview and procurement intelligence available on paid plans.
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DESCRIPTION


The government authority in Middletown, Connecticut, is seeking a financial agent to provide financial reporting, fiscal sponsorship, financial management, and administrative support. The selected provider will submit quarterly reports, or reports upon written request, detailing annual expenditures and the current budget status.

The financial agent will serve as fiscal sponsor and assume administrative, programmatic, and financial responsibility. Responsibilities include depositing appropriated, sponsored, and donated funds into segregated accounts; maintaining complete administrative and physical separation of funds; using funds solely for event and activity-related costs; and maintaining records in accordance with generally accepted accounting principles, less agreed administrative charges.

The provider will also manage the middletownpride.org domain, website hosting, and organizational email accounts, including associated fees. Additional responsibilities include creating and updating website and social media content, developing social media plans, issuing press releases, responding to inquiries consistently with the organization’s brand, formatting newsletters for distribution, and carrying out marketing, media outreach, and social media campaigns for primary events.

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Frequently asked questions


When is the submission deadline?
Submissions are due August 28, 2026. Questions must be submitted by August 18, 2026.
Who issued this RFP?
It was issued by City Of Middletown. The work is located in Middletown, Connecticut, United States.
Who is a good fit for this opportunity?
  • Financial administration or fiscal sponsorship organization with nonprofit and public-sector experience
  • Demonstrated expertise in segregated fund management, GAAP-compliant bookkeeping, and financial reporting
  • Capable website, domain, email, social media, and digital marketing management team
  • Experience supporting events, community programs, or civic organizations
  • Established provider able to assume administrative, programmatic, and financial responsibility

Analysis generated by Settle AI from the source RFP.

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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.

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