Light RFP
San Diego · San Diego, CA

("Continuous") Establish a Qualified Pool of Municipal Advisors

Due Apr 17, 2028·628 days left·General ConstructionView official posting ↗
Issuing agency
City of San Diego
Method
Competitive Sealed Bid
PIN
10089754-21-W
Location
San Diego, CA
Posted
Mar 18, 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 qualified Respondents (Pool) of Municipal Advisors for the City’s bond/note issuances and other services based on the qualifications and experience demonstrated by Respondents. Appointments to the Pool will be memorialized in a letter issued by the City’s Purchasing Agent to the selected Respondents. The term of the Pool is for a period of five (5) years, beginning April 19, 2021, through April 18, 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.

Documents1
Contractor Standard Pledge of Compliance 3 2018.pdfPDF

Contact

Name
Lisa Hoffmann
Phone
(619) 236-6096
Address
1200 Third Ave, Suite 200, San Diego, California, 92101
Full source recordfrom City of San Diego
Bid Id
81268
Files
Bid Id
81268
File Size
634072
Filename
RFSQ 10089754-21-W_Municipal Advisor.pdf
Recalled
No
File Title
RFSQ 10089754-21-W_Municipal Advisor
Uploaded By
24712
Uploaded Date
2021-03-18 07:45:52.683
Server Filename
20210318074552682 RFSQ 10089754-21-W_Municipal Advisor.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
310727
Bid Id
81268
File Size
13355
Filename
Exhibit A-1.xlsx
Recalled
No
File Title
Exhibit A-1
Uploaded By
24712
Uploaded Date
2021-03-18 07:45:53.750
Server Filename
20210318074553075 Exhibit A-1.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
310728
Bid Id
81268
File Size
13070
Filename
Exhibit A-2.xlsx
Recalled
No
File Title
Exhibit A-2
Uploaded By
24712
Uploaded Date
2021-03-18 07:45:53.443
Server Filename
20210318074553442 Exhibit A-2.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
310729
Bid Id
81268
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
2021-03-18 07:45:56.140
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
310730
Bid Id
81268
File Size
414211
Filename
EOC Form.pdf
Recalled
No
File Title
EOC Form
Uploaded By
24712
Uploaded Date
2021-03-18 07:45:55.360
Server Filename
20210318074555360 EOC Form.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
310731
Bid Id
81268
File Size
95018
Filename
PlanetBids Bidder Upload Instructions.pdf
Recalled
No
File Title
PlanetBids Bidder Upload Instructions
Uploaded By
24712
Uploaded Date
2021-03-18 07:45:55.777
Server Filename
20210318074555775 PlanetBids Bidder Upload Instructions.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
310732
Bid Id
81268
File Size
191977
Filename
Addendum B_10089754-21-W.pdf
Recalled
No
File Title
Addendum B_10089754-21-W_RFSQ
Uploaded By
27458
Uploaded Date
2024-01-07 11:19:19.727
Server Filename
20240107111919728 Addendum B_10089754-21-W.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
466621
Title
("Continuous") Establish a Qualified Pool of Municipal Advisors
Detail
City
San Diego
Bid Id
81268
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 qualified Respondents (Pool) of Municipal Advisors for the City’s bond/note issuances and other services based on the qualifications and experience demonstrated by Respondents. Appointments to the Pool will be memorialized in a letter issued by the City’s Purchasing Agent to the selected Respondents. The term of the Pool is for a period of five (5) years, beginning April 19, 2021, through April 18, 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 Municipal Advisors
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 April 7, 2021 @ 2:00 p.m. The Final Closing Date and Time is April 17, 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
2021-03-18 08:16:15.650
State Name
California
Bid Due Date
2028-04-17 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
10089754-21-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
104163
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
104164
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
104165
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
104166
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
104160
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
104161
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
104162
Bid Response Format
1
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 (619) 236-6096
Restrict To Inclusive
No
Bid Response Format Str
Electronic
Online QAnd ACutoff Date
2021-04-26 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
2021-03-18 08:16:15.650
Bid Due Date
2028-04-17 14:00:00.000
Category Ids
522320, 91837, 91849, 94600, 96128, 96129
By Invitation
No
Detail Fetched
Yes
Invitation Num
10089754-21-W
Bid Template Type
1
Bid Response Format
1
Prospective Bidders
City
Chicago
Phone
818-300-5075
Company
Aepos Group, LLC
Contact
Kyle Haverback
Pre Bid Attendee
No
Dbe
SDB, WBE, WOSB
City
Inglewood
Phone
714-269-8788
Company
Allie Bridge Energy Solutions
Contact
Rebecca Wetzstein
Pre Bid Attendee
No
City
Carmel
Phone
877-328-4432
Company
Allied Solutions
Contact
Jason Collier
Pre Bid Attendee
No
City
New York
Phone
212-555-1234
Company
Arthur LLC
Contact
Arthur Ley
Pre Bid Attendee
No
Dbe
SDVSB
City
Parkville
Phone
808-285-6437
Company
B2 Civic Solutions
Contact
Bob Bennett
Pre Bid Attendee
No
Dbe
DBE, SDB, ASISU, MALE
City
Berkeley
Phone
510-547-9380
Company
BAE Urban Economics, Inc.
Contact
Lisa London
Pre Bid Attendee
No
City
Portland
Phone
207-775-2387
Company
Berry Dunn McNeil & Parker, LLC
Contact
Timothy F. Masse
Pre Bid Attendee
No
City
Grand Junction
Phone
970-712-5663
Company
Bid Ocean, Inc.
Contact
Eric Johnson
Pre Bid Attendee
No
Dbe
MBE, Asian, MALE
City
Poway
Phone
858-208-4133
Company
California Creative Solutions Inc.
Contact
Raminder Singh
Pre Bid Attendee
No
City
Davis
Phone
916-799-9084
Company
Catacutan Consulting, LLC
Contact
Kim Catacutan
Pre Bid Attendee
No
City
Redwood City
Phone
650-780-7175
Company
City of Redwood City
Contact
Amy Chen
Pre Bid Attendee
No
City
San Diego
Phone
858-314-8570
Company
[INFORMATIONAL] Office of the IBA, City of San Diego
Contact
Noah
Pre Bid Attendee
No
City
Santa Rosa
Phone
415-710-1350
Company
Clean Energy Capital Securities LLC
Contact
David Moore
Pre Bid Attendee
No
City
Glendale
Phone
888-648-8500
Company
Columbia Capital Management
Contact
Stacey Walter
Pre Bid Attendee
No
City
San Diego
Phone
800-479-5314
Company
Construction Bidboard, Inc.
Contact
Nathaniel Malerk
Pre Bid Attendee
No
Dbe
WBE, FEM
City
San Francisco
Phone
415-956-2454
Company
CSG Advisors Incorporated
Contact
Gene Slater
Pre Bid Attendee
No
City
Sacramento
Phone
916-288-3223
Company
Deloitte
Contact
Sally Smith
Pre Bid Attendee
No
City
Seattle
Phone
206-373-9500
Company
Deltek
Contact
Source Management
Pre Bid Attendee
No
City
Berkeley
Phone
415-867-3341
Company
Dornbusch Associates
Contact
Casey Cornwell
Pre Bid Attendee
No
Dbe
DBE
City
San Diego
Phone
347-437-1987
Company
DOTEK LLC
Contact
Christopher Velasco
Pre Bid Attendee
No
Dbe
DVBE
City
New York
Phone
646-412-1522
Company
Drexel Hamilton, LLC
Contact
Kelvin Hart
Pre Bid Attendee
No
City
Portland
Phone
206-388-0079
Company
ECONorthwest
Contact
Laura Knudson
Pre Bid Attendee
No
City
Irvine
Phone
949-660-7300
Company
Fieldman, Rolapp & Associates, Inc.
Contact
James Fabian
Pre Bid Attendee
No
City
Los Angeles
Phone
310-737-8301
Company
Frasca & Associates, LLC
Contact
Dan Kurz
Pre Bid Attendee
No
Dbe
WOSB, CAU, FEM
City
La Mesa
Phone
619-439-2050
Company
girlfriday
Contact
Tami Campbell
Pre Bid Attendee
No
City
San Diego
Phone
619-555-0100
Company
GovData Consulting LLC
Contact
John Smith
Pre Bid Attendee
No
City
New York
Phone
210-284-1799
Company
GovSignals Inc
Contact
Ethan Aldrich
Pre Bid Attendee
No
City
Wilmington
Phone
202-280-7019
Company
GSA Contract Services, LLC
Contact
Sarah Vine
Pre Bid Attendee
No
City
Falls Church
Phone
703-409-7112
Company
Guidehouse Inc.
Contact
Michael Schulien
Pre Bid Attendee
No
City
Concord
Phone
925-827-4900
Company
Harris & Associates
Contact
Marianne Fargas
Pre Bid Attendee
No
City
West Hollywood
Phone
323-333-6659
Company
Hilgard Economics LLC
Contact
Joshua Baum
Pre Bid Attendee
No
Dbe
CADIR, MALE, CAU, SLBE
City
Oceanside
Phone
858-431-9767
Company
Hoch Consulting, APC
Contact
Adam Hoch
Pre Bid Attendee
No
Dbe
MALE, DTSe
City
Corona
Phone
714-478-3361
Company
HR Green
Contact
Gary Yeo, CCM
Pre Bid Attendee
No
City
San Diego
Phone
888-467-3151
Company
IMS
Contact
Mark Ettingyss
Pre Bid Attendee
No
Dbe
SDB, DTSg, DTSe
City
Thousand Oaks
Phone
805-418-5611
Company
Institutional Bond Network
Contact
Ryan Dowding
Pre Bid Attendee
No
Dbe
WOSB, CAU, MALE
City
San Diego
Phone
619-995-3078
Company
Intesa Communications Group
Contact
Margie Newman
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
San Diego
Phone
245-673-3127
Company
Jorge Mendes Landscaping
Contact
Jorge Mendes
Pre Bid Attendee
No
City
San Diego
Phone
619-718-9500
Company
Keyser Marston Associates, Inc.
Contact
Paul C. Marra
Pre Bid Attendee
No
City
Berkeley
Phone
510-839-8200
Company
KNN Public Finance, LLC
Contact
Ellen Hall
Pre Bid Attendee
No
City
MANHATTAN BCH
Phone
424-297-1070
Company
Kosmont Companies
Contact
Christine Rodgers
Pre Bid Attendee
No
Dbe
MBE, DTSg
City
Manhattan Beach
Phone
424-297-1070
Company
Kosmont Transactions Services, Inc.
Contact
Larry J. Kosmont
Pre Bid Attendee
No
Dbe
DVBE,CAU,SLBE,MALE,PQUAL,CADIR
City
San Diego
Phone
619-677-5777
Company
LC Tree Service Inc.
Contact
Larry Coalson
Pre Bid Attendee
No
City
Santa Monica
Phone
310-237-6770
Company
Lead Pursuits LLC
Contact
Lead Department
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
Westlake Village
Phone
805-496-2211
Company
Montague DeRose
Contact
Jim Bemis
Pre Bid Attendee
No
Dbe
CADIR, WBE, DBE, MBE, FEM, LGBT, WOSB, LAT
City
Los Angeles
Phone
323-900-0030
Company
Morgner Construction Management
Contact
Monique Morgner
Pre Bid Attendee
No
City
San Diego
Phone
415-407-2866
Company
Mott MacDonald
Contact
Bethany Garretson, PE
Pre Bid Attendee
No
City
Murrieta
Phone
951-694-4001
Company
MSW Consultants
Contact
David Davis
Pre Bid Attendee
No
City
Ontario
Phone
909-654-5563
Company
Mulholland Consulting, Inc.
Contact
Brian Nieckula
Pre Bid Attendee
No
City
Los Angeles
Phone
303-817-0732
Company
Navigant Consulting
Contact
Charles Tooman
Pre Bid Attendee
No
Dbe
CGB
City
Temecula
Phone
800-434-8349
Company
NBS Government Finance Group
Contact
Tim Seufert
Pre Bid Attendee
No
City
San Rafael
Phone
415-785-2025
Company
NHA Advisors, LLC
Contact
Christian Sprunger
Pre Bid Attendee
No
City
Bakersfield
Phone
661-322-6044
Company
Northern Digital, Inc.
Contact
Enrique Hernandez
Pre Bid Attendee
No
City
El Segundo
Phone
310-318-3094
Company
Omnicap Group LLC
Contact
Eddie McRoberts
Pre Bid Attendee
No
Dbe
MBE, WOSB, ASISU, FEM
City
Carlsbad
Phone
760-795-9145
Company
One Water LLC
Contact
Sachin Chawla
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
Los Angeles
Phone
213-489-4075
Company
PFM Financial Advisors LLC
Contact
Kathy Nguyen
Pre Bid Attendee
No
City
Los Angeles
Phone
213-415-1630
Company
PFM Financial Advisors LLC
Contact
Jim Carbone
Pre Bid Attendee
No
Dbe
MBE, WOSB, FEM
City
Irvine
Phone
949-774-9874
Company
PM United LLC
Contact
Dawn Marie Murphy
Pre Bid Attendee
No
City
Los Angeles
Phone
949-430-2693
Company
PRAG
Contact
Laura
Pre Bid Attendee
No
City
Wilmington
Phone
800-746-9554
Company
Prime Vendor Inc.
Contact
Bid Clerk
Pre Bid Attendee
No
City
New York
Phone
310-477-7098
Company
Public Resources Advisory Group
Contact
Louis Choi
Pre Bid Attendee
No
City
Jacksonville
Phone
408-676-8941
Company
PWXPress
Contact
Mary Miller
Pre Bid Attendee
No
City
Los Angeles
Phone
626-827-8931
Company
Raftelis Financial Consultants, Inc.
Contact
Sudhir Pardiwala
Pre Bid Attendee
No
City
SIGNAL HILL
Phone
888-774-2201
Company
RightSource Digital Services, Inc.
Contact
Nuha Nazy
Pre Bid Attendee
No
City
New York
Phone
212-257-2205
Company
Rockfleet Financial Services, Inc.
Contact
Investment Banking
Pre Bid Attendee
No
City
Irvine
Phone
714-541-4585
Company
RSG, Inc.
Contact
Dianna Dunne-Vecchio
Pre Bid Attendee
No
City
San Diego
Phone
619-353-9691
Company
San Diego Regional Policy and Innovation Center
Contact
Alicia Jurek
Pre Bid Attendee
No
City
Minneapolis
Phone
612-709-6107
Company
SL-serco, Inc.
Contact
Laurie Allen
Pre Bid Attendee
No
Dbe
AFR, MALE
City
Sausalito
Phone
650-996-5075
Company
Sperry Capital
Contact
Bryant Jenkins
Pre Bid Attendee
No
City
New York
Phone
212-478-3700
Company
Swap Financial Group
Contact
Gerri Magie
Pre Bid Attendee
No
Dbe
CADIR
City
San Diego
Phone
909-708-6414
Company
Terracon Consultants, Inc.
Contact
Lisa Wimbley
Pre Bid Attendee
No
Dbe
WBE, MBE, AFR, MALE
City
Sacramento
Phone
916-505-1320
Company
TKG & Associates LLC
Contact
Chris St James
Pre Bid Attendee
No
City
Rancho Cucamonga
Phone
760-220-2332
Company
Transamerica Financial Advisors
Contact
Javier Lopez
Pre Bid Attendee
No
Dbe
CGB, MALE, DTSe
City
VERNON
Phone
760-535-8599
Company
U S CONSTRUCTION
Contact
MIKE ZAYAT
Pre Bid Attendee
No
City
San Diego
Phone
858-522-0259
Company
U.S. Bank
Contact
EILEEN PEREZ
Pre Bid Attendee
No
City
Tustin
Phone
714-283-9334
Company
Urban Futures Inc.
Contact
Russell Sager
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
Oakland
Phone
510-457-8742
Company
Walsh Financial Consulting
Contact
Mark Walsh
Pre Bid Attendee
No
City
Riverside
Phone
951-686-1070
Company
Webb Municipal Finance, LLC
Contact
Alison Vejar
Pre Bid Attendee
No
City
Davis
Phone
530-756-5905
Company
West Yost Associates
Contact
RFP
Pre Bid Attendee
No
Dbe
MBE, ELBE, Asian, MALE, SDB, DBE
City
San Diego
Phone
443-286-4539
Company
Witriol Consulting
Contact
Shaun Witriol
Pre Bid Attendee
No
City
Chico
Phone
530-899-8436
Company
WSC Consulting
Contact
William Curry
Pre Bid Attendee
No
Bid Response Format Str
Electronic
Prospective Bidder Count
84
Prospective Bidder Total
84

Source: City of San Diego (bid SD_PLANETBIDS-81268), retrieved via the City of San Diego PlanetBids portal. View the official posting — always confirm requirements and deadlines with the issuing agency.