Municipal Advisor Services Pool

The City of San Diego is soliciting Statements of Qualifications to establish a qualified pool of municipal advisors for its bond and note issuances and other financial services, with a five-year term through April 18, 2026, and up to two one-year extensions.

City of San Diego > Purchasing and Contracting Department


General
Open
10089754-21-W
Apr 17, 2028 09:00 PM
Mar 18, 2021 03:16 PM
5 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
Contact
jggibbs@sandiego.gov
+16192365510
San Diego, CA, USA
Submission Instructions
Online
Description

The City of San Diego is soliciting Statements of Qualifications to establish a qualified pool of Municipal Advisors. These advisors will provide services for the City's bond and note issuances, as well as other related financial services. Appointments to the pool will be formalized through a letter from the City's Purchasing Agent. The initial term for the pool is five years, from April 19, 2021, to April 18, 2026. The City reserves the sole discretion to extend the pool for up to two additional one-year periods. Respondents currently in the pool must reapply to be considered for the new pool. Instructions for submitting responses via PlanetBids are available in the attached "PlanetBids Bidder Upload Instructions".

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
municipal advisory servicesbond issuance consultingfinancial advisory services
Specifications
Service Only
Timeline
Mar 18, 2021-Bid Posted Date
Mar 26, 2021-Initial Questions/Comments Due
Apr 7, 2021-Initial Closing Date
Apr 17, 2026-Final Closing Date
Documents
TitleDate Posted
PlanetBids Bidder Upload InstructionsMar 18, 2021 07:45 AM
Addendum B_10089754-21-W_RFSQJan 07, 2024 11:19 AM
Exhibit A-1Mar 18, 2021 07:45 AM
Exhibit A-2Mar 18, 2021 07:45 AM
Contractor Standard Pledge of Compliance 3 2018.pdfMar 18, 2021 07:45 AM
RFSQ 10089754-21-W_Municipal AdvisorMar 18, 2021 07:45 AM
EOC FormMar 18, 2021 07:45 AM
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