Light RFP
San Diego · San Diego, CA

("Continuous") Establish a Qualified Pool of Bank Credit and Loan Facility Services

Due May 31, 2028·672 days left·General ConstructionView official posting ↗
Issuing agency
City of San Diego
Method
Competitive Sealed Bid
PIN
10089764-21-W
Location
San Diego, CA
Posted
May 5, 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 providers for bank credit and loan facility services to meet the City’s financing needs for a period of five (5) years, beginning June 1, 2021 through May 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.

Documents1
Contractor Standard Pledge of Compliance 3 2018.pdfPDF

Contact

Name
Lisa Hoffmann
Phone
(619) 236-6096
Address
1200 Third Ave, Suite 200, LA MESA, California, 91942
Full source recordfrom City of San Diego
Bid Id
82894
Files
Bid Id
82894
File Size
523330
Filename
RFSQ 10089764-21-W.pdf
Recalled
No
File Title
RFSQ 10089764-21-W
Uploaded By
24712
Uploaded Date
2021-05-05 08:21:14.170
Server Filename
20210505082114169 RFSQ 10089764-21-W.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
317720
Bid Id
82894
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
2021-05-05 08:21:16.123
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
317721
Bid Id
82894
File Size
414211
Filename
EOC Form.pdf
Recalled
No
File Title
EOC Form
Uploaded By
24712
Uploaded Date
2021-05-05 08:21:14.850
Server Filename
20210505082114849 EOC Form.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
317722
Bid Id
82894
File Size
95018
Filename
PlanetBids Bidder Upload Instructions.pdf
Recalled
No
File Title
PlanetBids Bidder Upload Instructions
Uploaded By
24712
Uploaded Date
2021-05-05 08:21:15.280
Server Filename
20210505082115279 PlanetBids Bidder Upload Instructions.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
317723
Bid Id
82894
File Size
11946
Filename
Attachment A-LOC RFSQ 10089764-21-W.xlsx
Recalled
No
File Title
Attachment A-LOC RFSQ 10089764-21-W
Uploaded By
24712
Uploaded Date
2021-05-05 08:21:15.663
Server Filename
20210505082115664 Attachment A-LOC RFSQ 10089764-21-W.xlsx
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
317724
Bid Id
82894
File Size
151978
Filename
Addendum A_RFSQ_10089764-21-W.pdf
Recalled
No
File Title
Addendum A_RFSQ_10089764-21-W
Uploaded By
27458
Uploaded Date
2024-01-07 10:01:22.610
Server Filename
20240107100122609 Addendum A_RFSQ_10089764-21-W.pdf
Server Full Path
www.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
466618
Bid Id
82894
File Size
444828
Filename
10089764-21-W_ ADD B_ Final.pdf
Recalled
No
File Title
Addendum B_RFSQ 10089764-21-W
Uploaded By
20893
Uploaded Date
2025-08-15 11:04:38.447
Server Filename
20250815110438446 10089764-21-W_ ADD B_ Final.pdf
Server Full Path
files-prod01.planetbids.com/CitySanDiego/BMfiles/
Publicly Visible
No
Downloadable File Id
571529
Title
("Continuous") Establish a Qualified Pool of Bank Credit and Loan Facility Services
Detail
City
LA MESA
Bid Id
82894
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 providers for bank credit and loan facility services to meet the City’s financing needs for a period of five (5) years, beginning June 1, 2021 through May 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 Bank Credit and Loan Facility Services
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 May 24, 2021 @ 2:00 p.m. The Final Closing Date and Time is May 31, 2026 @ 2:00 p.m.
Stage Id
3
Zip Code
91942
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
2021-05-05 09:09:48.360
State Name
California
Bid Due Date
2028-05-31 14:00:00.000
Category Ids
522110, 522320, 523110, 91837, 91849, 94600
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
10089764-21-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
107236
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
107237
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
107238
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
107239
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
107240
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
107241
Label
General Attachment
Required
No
Is File Type
Yes
Response Type Id
3
Gen Attachment Label Id
107242
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
Yes
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
2021-05-12 12:00:00.000
Performance Bond Format
0
Display Bid Results Status
1
Display Bid Results Detail Level
1
Display Pre Bid Meeting Attendance
Yes
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
2021-05-05 09:09:48.360
Bid Due Date
2028-05-31 14:00:00.000
Category Ids
522110, 522320, 523110, 91837, 91849, 94600
By Invitation
No
Detail Fetched
Yes
Invitation Num
10089764-21-W
Bid Template Type
1
Bid Response Format
1
Prospective Bidders
City
Carmel
Phone
877-328-4432
Company
Allied Solutions
Contact
Jason Collier
Pre Bid Attendee
No
Dbe
Asian, MALE
City
Escondido
Phone
917-838-0663
Company
ANCHETA MANAGEMENT GROUP
Contact
Noel Ancheta
Pre Bid Attendee
No
City
Los Angeles
Phone
213-972-0646
Company
Bank of the West
Contact
Matthew Kirschenman
Pre Bid Attendee
No
City
San Francisco
Phone
415-274-5283
Company
Barclays Capital Inc.
Contact
Jane LePham
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
Newport Beach
Phone
279-234-0524
Company
BMO Bank N.A.
Contact
Tito Ibarrola
Pre Bid Attendee
No
City
Los Angeles
Phone
213-630-6430
Company
BNY Mellon
Contact
Jennifer O'Neill
Pre Bid Attendee
No
City
Los Angeles
Phone
213-345-9579
Company
BofA Securities
Contact
Craig
Pre Bid Attendee
No
City
Lake Success
Phone
929-389-0227
Company
Broadridge Financial Solutions, Inc.
Contact
Matt Ruskin
Pre Bid Attendee
No
Dbe
MBE, ASISU
City
Boston
Phone
617-209-3082
Company
Burgeon Analytics LLC
Contact
Kamran
Pre Bid Attendee
No
City
Houston
Phone
713-353-4935
Company
Cabrera Capital Markets, LLC
Contact
Ben Cardenas
Pre Bid Attendee
No
City
Los Angeles
Phone
213-486-8992
Company
Citigroup
Contact
Christopher Mukai
Pre Bid Attendee
No
City
Los Angeles
Phone
310-210-3371
Company
City National Bank
Contact
Nancy Linardi
Pre Bid Attendee
No
Dbe
DVBE, MBE, MALE, SDVSB, PAC
City
chula vista
Phone
912-856-6055
Company
Clever Collaboration LLC
Contact
Leo Cleversley
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
City
Sacramento
Phone
916-288-3223
Company
Deloitte
Contact
Sally Smith
Pre Bid Attendee
No
City
Herndon
Phone
206-373-9500
Company
Deltek
Contact
Source Management
Pre Bid Attendee
No
Dbe
WOSB, CAU, FEM
City
Oceanside
Phone
760-859-7417
Company
Dene Sellers
Contact
Dene Sellers
Pre Bid Attendee
No
City
Irvine
Phone
916-666-0761
Company
First Foundation
Contact
Trevor Mael
Pre Bid Attendee
No
City
San Diego
Phone
619-555-0100
Company
GovData Consulting LLC
Contact
John Smith
Pre Bid Attendee
No
City
Wilmington
Phone
202-280-7019
Company
GSA Contract Services, LLC
Contact
Sarah Vine
Pre Bid Attendee
No
City
Berkeley Heights
Phone
505-206-0896
Company
Hewlett Packard Enterprise Financial Services
Contact
Ryan Magers
Pre Bid Attendee
No
City
Dallas
Phone
214-953-8874
Company
Hilltop Securities Inc.
Contact
Vickie Hall
Pre Bid Attendee
No
Dbe
MALE, DBE
City
San Diego
Phone
858-405-7818
Company
HRH Engineering
Contact
Hamidreza Hosseini
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
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
Los Angeles
Phone
213-621-8430
Company
JPMorgan Chase
Contact
Matt Moon
Pre Bid Attendee
No
City
New York
Phone
212-270-7166
Company
JPMorgan Chase Bank, N.A.
Contact
Taylor Stordahl
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
DBE, MBE, WOSB, SDB, AFR, FEM
City
Irvine
Phone
877-318-1722
Company
Lewis Innovative Solutions LLC
Contact
Tracy Lewis
Pre Bid Attendee
No
City
walnut creek
Phone
925-915-7298
Company
Mechanics Bank
Contact
Tony paul Kallingal
Pre Bid Attendee
No
Dbe
AFR, MALE, HUBZ
City
ATLANTA
Phone
404-484-1809
Company
MOBILEBUSINESSLOAN.COM LLC
Contact
Mckenley Washington
Pre Bid Attendee
No
City
Ontario
Phone
909-654-5563
Company
Mulholland Consulting, Inc.
Contact
Brian Nieckula
Pre Bid Attendee
No
Dbe
MBE, LAT, MALE
City
Chula Vista
Phone
619-841-4605
Company
Otay Mtn Trading Company
Contact
Alexis Aldaz
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
Chicago
Phone
312-338-2295
Company
PNC Bank
Contact
Jonathan Casiano
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
MALE, LAT
City
Milpitas
Phone
408-945-6626
Company
R&M USA
Contact
Ramon Bayon
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
City
Huntington Beach
Phone
631-531-0626
Company
Santander Bank, N.A.
Contact
Bruce Block
Pre Bid Attendee
No
City
Boston
Phone
617-664-3196
Company
State Street Bank and Trust Company
Contact
Mimi Li
Pre Bid Attendee
No
City
New York
Phone
212-224-4872
Company
Sumitomo Mitsui Banking Corporation
Contact
Kin Wong
Pre Bid Attendee
No
City
New York
Phone
212-756-5583
Company
Sumitomo Mitsui Banking Corportation
Contact
Riddhi Sangam
Pre Bid Attendee
No
Dbe
MALE, LAT
City
San Diego
Phone
858-220-2781
Company
Superdragon, Inc
Contact
Matthew Gardner
Pre Bid Attendee
No
City
Philadelphia
Phone
215-282-2799
Company
TD Bank, N.A.
Contact
Gary Martz
Pre Bid Attendee
No
City
Los Angeles
Phone
213-236-5153
Company
MUFG Union Bank, N.A.
Contact
Nicholas Boyle
Pre Bid Attendee
No
City
Huntington Beach
Phone
714-814-5685
Company
The Mortgage Office
Contact
Adam Loughran
Pre Bid Attendee
No
Dbe
LAT, MALE
City
San Diego
Phone
619-233-2525
Company
Torrey Pines Bank
Contact
Ciro Villa
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
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
San Francisco
Phone
213-253-7229
Company
Wells Fargo & Company
Contact
Renee Gordon
Pre Bid Attendee
No
City
Los Angeles
Phone
623-349-3236
Company
Wells Fargo Bank. N.A.
Contact
Justin OShea
Pre Bid Attendee
No
Bid Response Format Str
Electronic
Prospective Bidder Count
59
Prospective Bidder Total
59

Source: City of San Diego (bid SD_PLANETBIDS-82894), retrieved via the City of San Diego PlanetBids portal. View the official posting — always confirm requirements and deadlines with the issuing agency.