Bank Credit and Loan Facility Services Pool

The City of San Diego is establishing a qualified pool for bank credit and loan facility services for a period of five years, with potential for two one-year extensions.

City of San Diego > Purchasing and Contracting Department


General
Open
10089764-21-W
May 31, 2028 09:00 PM
May 05, 2021 04:09 PM
5 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
lhoffmann@sandiego.gov
+16192366096
San Diego, CA, USA
Submission Instructions
Online
Description

The City of San Diego 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. The pool will be active for a period of five years, beginning June 1, 2021 through May 31, 2026, with up to two optional one-year extensions at the sole discretion of the City. Respondents who are currently in the existing pool must reapply to this RFSQ to be included in the new pool. The City will use the pool to periodically solicit for specific project needs via a Request for Proposal (RFP). Inclusion in the pool does not guarantee any future work. Respondents must submit their qualifications electronically via PlanetBids, and must also email a copy to the City contact. The scope of services includes providing credit and loan facility products, participating in meetings, providing updates on bank disclosure, and ongoing communication with City staff.

Classification Codes
NAICS522110Commercial Banking
PSCR711Banking Services(includes accepting and cashing government checks and other payment instruments, accepting direct deposits, accepting payments to the government from the public)
Smart Codes
bank credit servicesloan facility servicesmunicipal financing services
Specifications
Service Only
Timeline
May 5, 2021-Bid Posted Date
May 12, 2021-Q&A Deadline
May 31, 2028-Bid Due Date
Documents
TitleDate Posted
RFSQ 10089764-21-WMay 05, 2021 08:21 AM
EOC FormMay 05, 2021 08:21 AM
Addendum B_RFSQ 10089764-21-WAug 15, 2025 11:04 AM
PlanetBids Bidder Upload InstructionsMay 05, 2021 08:21 AM
Addendum A_RFSQ_10089764-21-WJan 07, 2024 10:01 AM
Attachment A-LOC RFSQ 10089764-21-WMay 05, 2021 08:21 AM
Contractor Standard Pledge of Compliance 3 2018.pdfMay 05, 2021 08:21 AM
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