Financial Advisory Services
Sacramento Regional Transit District > Procurement Services Department
Original Solicitation Links
2026042
]financial advisory services
Contact
Submission Instructions
Description
The Sacramento Regional Transit District is soliciting proposals for as-needed financial advisory services covering credit rating management, rating agency relations, municipal finance and credit-market monitoring, long-term strategic financial planning, financing and borrowing alternatives, revolving debt facilities, lines of credit, debt issuance, refinancing, restructuring, and related financial matters. The selected firm must demonstrate experience in debt management, capital financing, credit rating strategies, and public transit agency financing, and must prepare analyses, reports, presentations, and recommendations for management and the Board of Directors. SacRT intends to award an indefinite-quantity contract for five years with total consideration not to exceed $100,000. Proposers must submit fully loaded hourly rates for all proposed staff for all five contract years, along with qualifications and prior-client information, an organizational chart or staff profiles, an approach-to-work narrative, and the required solicitation forms. Proposals are evaluated on contract understanding, staffing and experience, approach to work, and price.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Commercial General Liability — $1,000,000.00
- Commercial Business Auto — $1,000,000.00
- Workers' Compensation
- Employers' Liability — $1,000,000.00
- Professional Liability — $5,000,000.00
- Within the last 2 years
- Client point of contact required for each reference
Location
Documents
| Title | Date Posted |
|---|---|
| 2026042 Forms 1-4 | Aug 28, 2026 02:39 PM |
| 2026042 Attachments 1-9 | Aug 28, 2026 02:39 PM |
| 2026042 RFQ | Aug 28, 2026 02:39 PM |
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