Washington State Department of Financial Institutions
Track open bid opportunities, contracts, public meetings, and key contacts for Washington State Department of Financial Institutions.
- Buyer type:
- State Agency
- Location:
- Tumwater, WA
- Country:
- US
Track open bid opportunities, contracts, public meetings, and key contacts for Washington State Department of Financial Institutions.
Key metrics and characteristics
City
The city where this buyer is located.
Tumwater
County
The county where this buyer is located.
Thurston
Address
Physical address of this buyer.
150 Israel Rd SW
Phone Number
Contact phone number for this buyer.
(877) 746-4334
Zip Code
Postal code for this buyer's location.
98501
Propensity to Spend
How likely this buyer is to spend on new technology based on operating budget trends.
AI Adoption Score
How likely this buyer is to adopt new AI technologies.
Startup Friendliness
How often this buyer champions startups and early adoption.
Latest Budget Year
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Operating Budget
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Includes fiscal year calendars, procurement complexity scores, and strategic insights.
Track vendor wins and renewal opportunities
This contract, numbered 102-21-021, is between the State of Washington's Department of Financial Institutions (DFI) and MicroPact Global, Inc. for the provision of Securities Tracking and Registration (STAR) System enhancements and alterations. Effective from January 16, 2020, to January 15, 2027, the agreement has a total expenditure cap of $500,000. It outlines general terms, pricing based on hourly rates specified in Schedule A, and requires specific work to be detailed in separate Statements of Work (SOWs) using the template in Schedule B.
This document is Statement of Work #8 to Contract Number 102-21-021, functioning as a Project Change Request Quotation. It details enhancements to the STARv2 system, specifically adding a user prompt to alter invoice numbers during a re-apply process. The work is to be performed by Tyler Technologies, Inc. for the Department of Financial Institutions, with a fixed price of $1,550.00. The period of performance is from June 1, 2023, through December 31, 2024.
This Software Maintenance Agreement, SMA #05435, effective from June 1, 2026, to May 31, 2027, outlines the annual maintenance services provided by Tyler Technologies, Inc. to the Washington State Department of Financial Institutions. The agreement covers software support, updates, and defines responsibilities for both parties. The total annual maintenance and support cost for this period is $139,600.00, as detailed in Schedule A. The document also addresses fee adjustments, renewal terms, and references other related agreements that form a 'Complete Agreement'.
This document is Statement of Work #9 (SOW #9) to Contract Number 102-21-021 between the Department of Financial Institutions and Tyler Technologies, Inc. It details the project for enhancing the STAR system's E-Filing amendment and renewal workflow. The work period is from March 1, 2024, to May 31, 2024, with compensation not to exceed $11,200. The SOW incorporates a Project Change Request (PCR T177049) which further specifies the scope, effort, and confirms the firm fixed price.
This document outlines Statement of Work #10 and Project Change Request T-194303, modifying Contract Number 102-21-021 between the Department of Financial Institutions (Purchaser) and Tyler Technologies, Inc. (Vendor). The project's objective is to enhance the STARv2 system by expanding the available template slots to 15. The period of performance is from April 30, 2024, to May 31, 2024. The total compensation for this work is a firm fixed price of $2,012.50.
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Expiring contracts, renewals, and award history
Competitor contract data and source files
Budget and spend signals to prioritize accounts
Board meetings and strategic plans from Washington State Department of Financial Institutions
The work group formally adopted a charter and operating agreements. Presentations were provided regarding the current landscape of public finance and banking within the state, focusing on the roles of the Office of the State Treasurer and the Department of Financial Institutions, as well as the impact of federal and state banking regulations. The group reviewed the preliminary legal framework concerning the activities and powers of a potential public bank. A roundtable discussion was held to identify opportunities and challenges a public bank might address, including serving un- and under-banked populations, supporting local government and infrastructure needs, and the implications of establishing a new financial institution alongside existing state programs.
The meeting included a review of the project's foundational elements, specifically the project arc and the proposed work group charter and operating agreements. A significant portion of the meeting was dedicated to a presentation regarding the structure, lines of business, and history of the Bank of North Dakota. This was followed by an extensive question and answer session covering topics such as governance structure, relationship with elected officials, risk management, Federal Reserve access, and staffing considerations for the potential new public bank. The meeting concluded with a roundtable discussion where members shared key takeaways from the presentation.
Public-sector contacts connected to Washington State Department of Financial Institutions.
Native sync to Salesforce and HubSpot
This strategic plan outlines the vision of leading in consumer protection and financial services regulation for Washington State, with a mission to safeguard consumers and promote financial health through fair regulation and education. Guided by values such as Equity, Diversity, Inclusion, Belonging, Accountability, Innovation, and Trust, the plan is structured around five strategic goals: ensuring Consumer Protection, expanding Education and Outreach, fostering a Healthy and Prosperous Economy, advancing Diversity, Equity, Inclusion and Belonging, and operating as a Leading Agency.
Extracted from official board minutes, strategic plans, and video transcripts.
Track Washington State Department of Financial Institutions meetings, strategic plans, and budget discussions before the public bid appears.
Early signals from meeting minutes and plans
Vendor mentions and competitor tracking
Decision timeline from discussion to RFP
Quotable insights from buyer leadership