HUD-5369-B_(8-93)_-_Instructions_to_Offers_Non-Construction.pdf

This document contains instructions to offerors for non-construction contracts issued by the Department of Housing and Urban Development (HUD), Form HUD-5369-B (8-93), which applies to the Sacramento Housing and Redevelopment Agency's Banking and Investment Services procurement. The Agency seeks a qualified financial institution to provide comprehensive banking and investment services supporting secure, efficient, and compliant management of public funds across its housing programs. Required services include day-to-day depository services, cash management capabilities, interest-bearing accounts, fraud protection tools, electronic payment services, reporting, and HUD-compliant investment options. The Agency prioritizes partnering with a financially stable institution capable of delivering responsive service, sound internal controls, technology-enabled solutions, and a smooth implementation approach that addresses both current operational needs and future enhancements.

The procurement emphasizes that the selected financial institution must fully collateralize deposits as required by public sector standards and demonstrate practical innovations to improve service, transparency, and value. The Agency is particularly interested in institutions with established expertise serving public-sector clients and the capacity to modernize banking operations while maintaining compliance with HUD requirements. The HUD form establishes standardized instructions and conditions for submitting offers, including representations, certifications, and acknowledgments that offerors must provide in accordance with federal regulations governing non-construction contracts for HUD-assisted programs.