Light RFP
San Diego · San Diego, CA

("Continuous") Establish a Qualified Pool of Underwriters and Commercial Paper Dealers

Due Mar 31, 2028·611 days left·General ConstructionView official posting ↗
Issuing agency
City of San Diego
Method
Competitive Sealed Bid
PIN
10089751-21-W
Location
San Diego, CA
Posted
Mar 1, 2021
Takeaways by LightRFP AI

Generate a quick AI overview of this bid, pulled from its details and the attached documents.

Description

The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of underwriters and commercial paper dealers for the City’s bond issuance and commercial paper programs (Pool) to meet the Investment Banking needs of the City for a period of five (5) years, beginning April 1, 2021, through March 31, 2026 with up to two (2) optional one (1) year extensions at the sole discretion of the City. Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool.

Notes
See Attached "PlanetBids Bidder Upload Instructions" in Documents & Attachments tab for instructions on uploading your response to PlanetBids.

Documents3
Contractor Standard Pledge of Compliance 3 2018.pdfPDF
EOC Form.pdfPDF
PlanetBids Bidder Upload Instructions.pdfPDF

Contact

Name
Lisa Hoffmann
Address
1200 Third Ave, Suite 200, San Diego, California, 92101
Full source recordfrom City of San Diego
Bid Id
80690
Files
Bid Id
80690
File Size
650228
Filename
RFSQ 10089751-21-W.pdf
Recalled
No
File Title
RFSQ 10089751-21-W
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:26.233
Server Filename
20210301092526233 RFSQ 10089751-21-W.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
308283
Bid Id
80690
File Size
22082
Filename
Attachment A.xlsx
Recalled
No
File Title
Attachment A
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:26.653
Server Filename
20210301092526652 Attachment A.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
308284
Bid Id
80690
File Size
13291
Filename
Attachment B.xlsx
Recalled
No
File Title
Attachment B
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:27.127
Server Filename
20210301092527125 Attachment B.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
308285
Bid Id
80690
File Size
13220
Filename
Attachment C.xlsx
Recalled
No
File Title
Attachment C
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:27.483
Server Filename
20210301092527483 Attachment C.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
308286
Bid Id
80690
File Size
13268
Filename
Attachment D.xlsx
Recalled
No
File Title
Attachment D
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:27.847
Server Filename
20210301092527845 Attachment D.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
308287
Bid Id
80690
File Size
13239
Filename
Attachment E.xlsx
Recalled
No
File Title
Attachment E
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:28.593
Server Filename
20210301092528593 Attachment E.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
308288
Bid Id
80690
File Size
256606
Filename
Contractor Standard Pledge of Compliance 3 2018.pdf
Recalled
No
File Title
Contractor Standard Pledge of Compliance 3 2018.pdf
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:31.297
Server Filename
20180523122953902 Contractor Standard Pledge of Compliance 3 2018.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
Yes
Downloadable File Id
308289
Bid Id
80690
File Size
414211
Filename
EOC Form.pdf
Recalled
No
File Title
EOC Form
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:30.493
Server Filename
20210301092530492 EOC Form.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
Yes
Downloadable File Id
308290
Bid Id
80690
File Size
95018
Filename
PlanetBids Bidder Upload Instructions.pdf
Recalled
No
File Title
PlanetBids Bidder Instructions
Uploaded By
24712
Uploaded Date
2021-03-01 09:25:30.920
Server Filename
20210301092530920 PlanetBids Bidder Upload Instructions.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
Yes
Downloadable File Id
308291
Bid Id
80690
File Size
172555
Filename
10089751-21-W_RFSQ_Underwriter Pool_Addendum B.pdf
Recalled
Yes
File Title
10089751-21-W_RFSQ_Addendum B
Uploaded By
27458
Uploaded Date
2024-01-07 10:59:19.920
Server Filename
20240107105919921 10089751-21-W_RFSQ_Underwriter Pool_Addendum B.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
466619
Bid Id
80690
File Size
193660
Filename
10089751-21-W_RFSQ_Underwriter Pool_Addendum B.pdf
Recalled
No
File Title
10089751-21-W_RFSQ_Addendum B
Uploaded By
27458
Uploaded Date
2024-01-07 11:01:08.933
Server Filename
20240107110108934 10089751-21-W_RFSQ_Underwriter Pool_Addendum B.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
466620
Title
("Continuous") Establish a Qualified Pool of Underwriters and Commercial Paper Dealers
Detail
City
San Diego
Bid Id
80690
Notes
See Attached "PlanetBids Bidder Upload Instructions" in Documents & Attachments tab for instructions on uploading your response to PlanetBids.
Scope
The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of underwriters and commercial paper dealers for the City’s bond issuance and commercial paper programs (Pool) to meet the Investment Banking needs of the City for a period of five (5) years, beginning April 1, 2021, through March 31, 2026 with up to two (2) optional one (1) year extensions at the sole discretion of the City. Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool.
Title
("Continuous") Establish a Qualified Pool of Underwriters and Commercial Paper Dealers
County
San Diego
Bid Bond
0
Bid Type
16
Comment
See Attached "PlanetBids Bidder Upload Instructions" in Documents & Attachments tab for instructions on uploading your response to PlanetBids. The Initial Closing Date and Time is March 19, 2021 @ 2:00 p.m. The Final Closing Date and Time is March 31, 2026 @ 2:00 p.m.
Stage Id
3
Zip Code
92101
Address1
1200 Third Ave
Address2
Suite 200
Archived
No
Dept Name
Purchasing & Contracting Department
Stage Str
Bidding
Award Type
2
Company Id
17950
Issue Date
2021-03-01 09:34:11.147
State Name
California
Bid Due Date
2028-03-31 14:00:00.000
Category Ids
522320, 91837, 91849, 94600, 96128, 96129
Online QAnd A
Yes
Payment Bond
0
By Invitation
No
Contact Email
lhoffmann@sandiego.gov
Download Cost
0
Legacy County
San Diego
Bid Bond Format
0
Display Awards
No
Invitation Num
10089751-21-W
Piggybackable
No
Pre Bid Meeting
0
Cooperative Bid
No
Display Ranking
1
Bid Template Type
1
Performance Bond
0
Restriction Type
0
Uses Line Items V2
No
Bid Response Types
Label
Line Items
Required
Yes
Is File Type
No
Response Type Id
0
Label
Response File
Required
Yes
Is File Type
Yes
Response Type Id
2
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102967
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102968
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102969
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102970
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102972
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102973
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
102971
Bid Response Format
3
Display Bid Results
No
Hidden From Vendors
No
Line Item Precision
2
Payment Bond Format
0
Display Award Amount
No
Display Pros Bidders
No
Pre Bid Mtg Mandatory
0
Restriction Type Str
None
Contact Name And Phone
Lisa Hoffmann
Restrict To Inclusive
No
Bid Response Format Str
Electronic and Paper
Online QAnd ACutoff Date
2021-03-05 12:00:00.000
Performance Bond Format
0
Display Bid Results Status
1
Display Bid Results Detail Level
1
Display Pre Bid Meeting Attendance
No
Display Bid Results Vendor Detail Level
0
Require Document Terms And Conditions Acceptance
No
Stage Id
3
Stage Str
Bidding
Bid Type Id
16
Company Id
17950
Issue Date
2021-03-01 09:34:11.147
Bid Due Date
2028-03-31 14:00:00.000
Category Ids
522320, 91837, 91849, 94600, 96128, 96129
By Invitation
No
Detail Fetched
Yes
Invitation Num
10089751-21-W
Bid Template Type
1
Bid Response Format
3
Prospective Bidders
City
Newark
Phone
315-308-7852
Company
113 Barksdale Professional Center
Contact
Steve Walse
Pre Bid Attendee
No
City
SAN FRANCISCO
Phone
510-366-9644
Company
280 Securities LLC
Contact
Mike Hurtado
Pre Bid Attendee
No
City
St. Petersburg
Phone
727-567-1225
Company
591237041
Contact
Brenda Eads
Pre Bid Attendee
No
City
New York
Phone
916-945-2975
Company
Academy Securities, Inc.
Contact
Jon Welch
Pre Bid Attendee
No
City
Chicago
Phone
818-300-5075
Company
Aepos Group, LLC
Contact
Kyle Haverback
Pre Bid Attendee
No
Dbe
DBE, WBE
City
Walnut Creek
Phone
925-472-5700
Company
Alamo Capital
Contact
Amanda Aguilera
Pre Bid Attendee
No
City
Carmel
Phone
877-328-4432
Company
Allied Solutions
Contact
Jason Collier
Pre Bid Attendee
No
Dbe
DVBE, SDVSB
City
Melville
Phone
646-933-8387
Company
American Veterans Group
Contact
Wade Franklin
Pre Bid Attendee
No
Dbe
MBE, DBE
City
San Francisco
Phone
415-392-5505
Company
Backstrom McCarley Berry & Co., LLC
Contact
Vincent McCarley
Pre Bid Attendee
No
Dbe
DVBE, SDVSB
City
San Mateo
Phone
808-809-5523
Company
Bancroft Capital
Contact
Dana Villanova
Pre Bid Attendee
No
City
Los Angeles
Phone
213-345-9583
Company
Bank of America Merrill Lynch
Contact
Geoffrey Sauers
Pre Bid Attendee
No
City
San Francisco
Phone
415-274-5283
Company
Barclays Capital Inc.
Contact
Jane LePham
Pre Bid Attendee
No
City
Grand Junction
Phone
970-712-5663
Company
Bid Ocean, Inc.
Contact
Eric Johnson
Pre Bid Attendee
No
Dbe
MBE
City
Oakland
Phone
312-391-9494
Company
Blaylock Van, LLC
Contact
Jonathan Ly
Pre Bid Attendee
No
Dbe
WBE, WOSB, FEM, LAT
City
Escondido
Phone
760-237-4092
Company
Blue Horizon Realty and Lending Inc.
Contact
Yessica Moore
Pre Bid Attendee
No
City
Los Angeles
Phone
213-345-9579
Company
BofA Securities
Contact
Craig Dussinger
Pre Bid Attendee
No
Dbe
WOSB, CAU, FEM
City
San Diego
Phone
858-209-0869
Company
Bots inc.
Contact
Keren Douek
Pre Bid Attendee
No
City
Sacramento
Phone
916-245-1768
Company
CA TRAFFIC SOLUTION
Contact
Gabriel Solis
Pre Bid Attendee
No
City
Los Angeles
Phone
213-247-7355
Company
Cabrera Capital Markets, LLC
Contact
Jose Franco
Pre Bid Attendee
No
Dbe
DTSe, DTSg
City
Sausalito
Phone
415-367-4979
Company
Caldwell Sutter Capital, Inc.
Contact
Russell Goings
Pre Bid Attendee
No
Dbe
NAT, MALE
City
San Diego
Phone
858-279-5736
Company
Christian Robles Herrera
Contact
Christian RoblesHerrera
Pre Bid Attendee
No
City
Los Angeles
Phone
213-486-8992
Company
Citigroup
Contact
Chris Mukai
Pre Bid Attendee
No
City
San Francisco
Phone
415-710-1350
Company
Clean Energy Capital Securities LLC
Contact
David Moore
Pre Bid Attendee
No
Dbe
MBE
City
San Diego
Phone
858-284-9039
Company
Coastal Point Capital, LLC
Contact
Stephen Mathew
Pre Bid Attendee
No
Dbe
LAT, MALE
City
San Diego
Phone
716-990-0046
Company
Corona Paper
Contact
Marco Corona
Pre Bid Attendee
No
City
Palm Desert
Phone
213-244-9380
Company
D.A. Davidson
Contact
Katie Koster
Pre Bid Attendee
No
City
Herndon
Phone
206-373-9500
Company
Deltek
Contact
Source Management
Pre Bid Attendee
No
City
Columbus
Phone
505-988-6583
Company
DMullisInsurance
Contact
David Mullis
Pre Bid Attendee
No
Dbe
DVBE
City
NEW YORK
Phone
212-632-0414
Company
Drexel Hamilton, LLC
Contact
Roger Anderson
Pre Bid Attendee
No
Dbe
WOSB
City
ny
Phone
852-369-7411
Company
dsaewwe
Contact
xcgdg
Pre Bid Attendee
No
City
Irvine
Phone
949-660-7300
Company
Fieldman, Rolapp & Associates, Inc.
Contact
James Fabian
Pre Bid Attendee
No
Dbe
WBE, WOSB, FEM, CAU
City
Jamul
Phone
858-945-7932
Company
GEM Team Inc
Contact
Faith Thomas
Pre Bid Attendee
No
Dbe
MBE, Asian, MALE
City
Seattle
Phone
323-559-2591
Company
Geocko Inc. dba FORWARD
Contact
Adnan Mahmud
Pre Bid Attendee
No
City
Los Angeles
Phone
310-407-5848
Company
Goldman, Sachs & Co.
Contact
Ruth Pan
Pre Bid Attendee
No
City
San Diego
Phone
619-555-0100
Company
GovData Consulting LLC
Contact
John Smith
Pre Bid Attendee
No
City
Costa Mesa
Phone
714-619-3000
Company
Great Pacific Securities
Contact
Garrett Ng
Pre Bid Attendee
No
City
Dallas
Phone
214-953-8874
Company
Hilltop Securities Inc.
Contact
Vickie Hall
Pre Bid Attendee
No
City
Columbus
Phone
224-421-1079
Company
Huntington Securities, Inc.
Contact
Doug Cassingham
Pre Bid Attendee
No
Dbe
CAU, MALE
City
Miami
Phone
305-969-8863
Company
Image pro international inc
Contact
Jose Gomez
Pre Bid Attendee
No
City
Los Angeles
Phone
310-201-2708
Company
J.P. Morgan Securities LLC
Contact
Tyler Old
Pre Bid Attendee
No
City
Los Angeles
Phone
310-575-5207
Company
Jefferies LLC
Contact
John Gust
Pre Bid Attendee
No
City
San Diego
Phone
245-673-3127
Company
Jorge Mendes Landscaping
Contact
Jorge Mendes
Pre Bid Attendee
No
City
Berkeley
Phone
510-839-8200
Company
KNN Public Finance, LLC
Contact
Ellen Hall
Pre Bid Attendee
No
City
Santa Monica
Phone
310-237-6770
Company
Lead Pursuits LLC
Contact
Lead Department
Pre Bid Attendee
No
Dbe
MBE
City
Los Angeles
Phone
310-439-5547
Company
Loop Capital Markets LLC
Contact
Robert Larkins
Pre Bid Attendee
No
Dbe
MBE, SDVSB, MALE
City
Corona del Mar
Phone
949-720-0640
Company
Mischler Financial Group, Inc.
Contact
Brittany Webster
Pre Bid Attendee
No
City
New York
Phone
415-576-2073
Company
Morgan Stanley
Contact
Margie Backstrom
Pre Bid Attendee
No
City
Ontario
Phone
909-654-5563
Company
Mulholland Consulting, Inc.
Contact
Brian Nieckula
Pre Bid Attendee
No
City
Southfield
Phone
248-395-5733
Company
Multi-Bank Securities, Inc.
Contact
Jillian Lewczynski
Pre Bid Attendee
No
City
San Rafael
Phone
415-785-2025
Company
NHA Advisors, LLC
Contact
Craig Hill
Pre Bid Attendee
No
Dbe
WBE, DBE, SDB, MBE, AFR, FEM
City
Los Angeles
Phone
310-869-2702
Company
NkKai Management Group, Inc.
Contact
Gjenaii Enciso Givhan
Pre Bid Attendee
No
City
Orange
Phone
760-612-9731
Company
OCTA
Contact
Robert
Pre Bid Attendee
No
City
New York
Phone
303-269-9593
Company
Oppenheimer & Co Inc
Contact
Sophia Kenny
Pre Bid Attendee
No
Dbe
WBE, DBE, SDB, MBE, ELBE, AFR, SLBE, WOSB, FEM, CGB
City
El Cajon
Phone
619-822-5528
Company
Parker Professional Cleaning LLC
Contact
Felisha Parker
Pre Bid Attendee
No
City
San Francisco
Phone
415-616-1720
Company
Piper Sandler & Co.
Contact
Ralph Holmes
Pre Bid Attendee
No
City
Los Angeles
Phone
310-735-9162
Company
PNC
Contact
Juliana Martell
Pre Bid Attendee
No
City
Pasadena
Phone
213-529-9741
Company
PNC Bank
Contact
Nicholas Boyle
Pre Bid Attendee
No
City
Pittsburgh
Phone
202-341-1401
Company
PNC Capital Markets LLC
Contact
Cameron Spooner
Pre Bid Attendee
No
City
Wilmington
Phone
800-746-9554
Company
Prime Vendor Inc.
Contact
Bid Clerk
Pre Bid Attendee
No
Dbe
WOSB, AFR, FEM
City
San Diego
Phone
877-803-8241
Company
Purposeful Credit Solutions
Contact
Francine Rogers
Pre Bid Attendee
No
Dbe
MBE
City
Chatham
Phone
908-273-3011
Company
R. Seelaus & Co., LLC
Contact
James Brucia
Pre Bid Attendee
No
City
San Francisco
Phone
415-616-8017
Company
Raymond James & Associates, Inc.
Contact
Tam Hua
Pre Bid Attendee
No
City
Los Angeles
Phone
332-259-7059
Company
RBC Capital Markets
Contact
Paul Lam
Pre Bid Attendee
No
City
New York
Phone
213-362-4126
Company
RBC Capital Markets, LLC
Contact
Greg Dawley
Pre Bid Attendee
No
Dbe
MBE, AFR, MALE
City
Los Angeles
Phone
212-908-9200
Company
Rice Financial Products Company
Contact
Shannon Dunn
Pre Bid Attendee
No
Dbe
AFR, MALE
City
Palm Desert
Phone
213-500-6594
Company
RL goings process
Contact
Russell L. Goings
Pre Bid Attendee
No
City
Los Angeles
Phone
310-492-8112
Company
Robert W. Baird & Co. Incorporated
Contact
Alex Boutyrski
Pre Bid Attendee
No
City
New York
Phone
212-257-2205
Company
Rockfleet Financial Services, Inc.
Contact
Investment Banking
Pre Bid Attendee
No
Dbe
MBE, LAT
City
Los Angeles
Phone
213-627-2116
Company
Samuel A. Ramirez & Company, Inc.
Contact
Tiffany Lee
Pre Bid Attendee
No
Dbe
WBE, MBE
City
Los Angeles
Phone
213-236-0521
Company
Siebert Williams Shank & Co., LLC
Contact
Lou Lasaath
Pre Bid Attendee
No
City
Sacramento
Phone
917-861-0745
Company
Stern Brothers & Co.
Contact
Michael Placencia
Pre Bid Attendee
No
City
San Francisco
Phone
415-364-2904
Company
Stifel
Contact
Sara Oberlies Brown
Pre Bid Attendee
No
City
New York
Phone
212-827-2700
Company
TD Securities (USA) LLC
Contact
Ken Gambone
Pre Bid Attendee
No
City
Atlanta
Phone
443-761-1475
Company
Truist Securities, Inc.
Contact
Eva Finney
Pre Bid Attendee
No
City
Los Angeles
Phone
213-326-0522
Company
U.S. Bank
Contact
EILEEN PEREZ
Pre Bid Attendee
No
City
Los Angeles
Phone
213-972-1452
Company
UBS Financial Services Inc
Contact
Andrew Belinfanti-Knight
Pre Bid Attendee
No
City
Kansas City
Phone
816-860-1910
Company
UMB Bank, n.a.
Contact
Aleczander Birks
Pre Bid Attendee
No
City
McClean
Phone
270-300-8079
Company
V Fox Island Trust
Contact
Darien Baker
Pre Bid Attendee
No
Dbe
DBE, WOSB, WBE, SDB, MBE
City
San Diego
Phone
619-204-8264
Company
VSI Technologies
Contact
Valentina Fox
Pre Bid Attendee
No
City
San Francisco
Phone
415-757-7112
Company
Wells Fargo & Company
Contact
Chintan P. Dholakia
Pre Bid Attendee
No
City
Sioux Falls
Phone
415-834-4702
Company
Wells Fargo Bank, N.A.
Contact
Chintan Dholakia
Pre Bid Attendee
No
Bid Response Format Str
Electronic and Paper
Prospective Bidder Count
81
Prospective Bidder Total
81

Source: City of San Diego (bid SD_PLANETBIDS-80690), retrieved via the City of San Diego PlanetBids portal. View the official posting — always confirm requirements and deadlines with the issuing agency.