San Diego · San Diego, CA

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

City of San DiegoIssuing agency·San Diego, CA·via the City of San Diego PlanetBids portal

615days left

Due Apr 17, 2028·Posted Mar 18, 2021

AI takeaways

The City of San Diego is soliciting Statements of Qualifications to establish a qualified pool of Municipal Advisors for the City’s bond/note issuances and other services.
The place of performance is San Diego, CA.
The initial closing date and time is April 7, 2021 @ 2:00 p.m., and the final closing date and time is April 17, 2026 @ 2:00 p.m.
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.
The procurement method is Competitive Sealed Bid.
The issuing agency is the City of San Diego, Purchasing & Contracting Department.
Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool.
The contact is Lisa Hoffmann, available at (619) 236-6096 and lhoffmann@sandiego.gov.
The solicitation number is 10089754-21-W.
Requirement: A current Business Tax Certificate from the City of San Diego is required; if not held at submission, one must be obtained prior to award.

Term: five (5) years, beginning…
Method: Competitive Sealed Bid
Documents: 1 file

These takeaways are AI-generated and may be incomplete or wrong. Always verify every detail against the official documents before you bid.

Contact the buyer

Lisa Hoffmann

lhoffmann@sandiego.govEmail (619) 236-6096Phone

Location:

1200 Third Ave, Suite 200, San Diego, California, 92101

Open in Maps ↗

Bid

81268

10089754-21-W

Method

Competitive Sealed Bid

Duration

five (5) years, beginning April 19, 2021, through April 18, 2026 with up to two (2) optional one (1) year extensions

Posted

Mar 18, 2021

Source

City of San Diego

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What this bid is asking for

AI-generated

Submit a Statement of Qualifications to be considered for the qualified pool of Municipal Advisors.
Provide a completed Contractor Standards Pledge of Compliance signed under penalty of perjury with the bid.
Obtain a City of San Diego Business Tax Certificate prior to award if not already held.
Provide performance references of similar size and nature within the last five years.

Posted Scope of Work

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.

Scope, read from the documentsAI-generated

Questions & answers

AI-generated

What is the solicitation for?

The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of Municipal Advisors for the City’s bond/note issuances and other services.

What is the term of the Pool?

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.

Who is the contact for this solicitation?

The contact is Lisa Hoffmann, phone (619) 236-6096, email lhoffmann@sandiego.gov.

What is the due date for the initial submission?

The Initial Closing Date and Time is April 7, 2021 @ 2:00 p.m.

Documents

Download zip

Contractor Standard Pledge of Compliance 3 2018.pdfPDF

Preview Download

Full source recordEvery field City of San Diego published, untouched

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

Title

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

County

San Diego

Bid Bond

Bid Type

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

Zip Code

92101

Address1

1200 Third Ave

Address2

Suite 200

Archived

Dept Name

Purchasing & Contracting Department

Stage Str

Bidding

Award Type

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

By Invitation

Contact Email

lhoffmann@sandiego.gov

Download Cost

Legacy County

San Diego

Bid Bond Format

Display Awards

Invitation Num

10089754-21-W

Piggybackable

Pre Bid Meeting

Cooperative Bid

Display Ranking

Bid Template Type

Performance Bond

Restriction Type

Uses Line Items V2

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

Display Bid Results

Hidden From Vendors

Line Item Precision

Payment Bond Format

Display Award Amount

Display Pros Bidders

Pre Bid Mtg Mandatory

Restriction Type Str

None

Contact Name And Phone

Lisa Hoffmann (619) 236-6096

Restrict To Inclusive

Bid Response Format Str

Electronic

Online QAnd ACutoff Date

2021-04-26 12:00:00.000

Performance Bond Format

Display Bid Results Status

Display Bid Results Detail Level

Display Pre Bid Meeting Attendance

Display Bid Results Vendor Detail Level

Require Document Terms And Conditions Acceptance

Stage Id

Stage Str

Bidding

Bid Type Id

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

Detail Fetched

Yes

Invitation Num

10089754-21-W

Bid Template Type

Bid Response Format

Bid Response Format Str

Electronic

Prospective Bidder Total

Who else is looking at this84Vendors registered on the source portal , signals competition, not a commitment to bid

Company	Contact	Location	Phone
Aepos Group, LLC	Kyle Haverback	Chicago	818-300-5075
Allie Bridge Energy SolutionsSDB, WBE, WOSB	Rebecca Wetzstein	Inglewood	714-269-8788
Allied Solutions	Jason Collier	Carmel	877-328-4432
Arthur LLC	Arthur Ley	New York	212-555-1234
B2 Civic SolutionsSDVSB	Bob Bennett	Parkville	808-285-6437
BAE Urban Economics, Inc.DBE, SDB, ASISU, MALE	Lisa London	Berkeley	510-547-9380
Berry Dunn McNeil & Parker, LLC	Timothy F. Masse	Portland	207-775-2387
Bid Ocean, Inc.	Eric Johnson	Grand Junction	970-712-5663
California Creative Solutions Inc.MBE, Asian, MALE	Raminder Singh	Poway	858-208-4133
Catacutan Consulting, LLC	Kim Catacutan	Davis	916-799-9084
City of Redwood City	Amy Chen	Redwood City	650-780-7175
[INFORMATIONAL] Office of the IBA, City of San Diego	Noah	San Diego	858-314-8570
Clean Energy Capital Securities LLC	David Moore	Santa Rosa	415-710-1350
Columbia Capital Management	Stacey Walter	Glendale	888-648-8500
Construction Bidboard, Inc.	Nathaniel Malerk	San Diego	800-479-5314
CSG Advisors IncorporatedWBE, FEM	Gene Slater	San Francisco	415-956-2454
Deloitte	Sally Smith	Sacramento	916-288-3223
Deltek	Source Management	Seattle	206-373-9500
Dornbusch Associates	Casey Cornwell	Berkeley	415-867-3341
DOTEK LLCDBE	Christopher Velasco	San Diego	347-437-1987
Drexel Hamilton, LLCDVBE	Kelvin Hart	New York	646-412-1522
ECONorthwest	Laura Knudson	Portland	206-388-0079
Fieldman, Rolapp & Associates, Inc.	James Fabian	Irvine	949-660-7300
Frasca & Associates, LLC	Dan Kurz	Los Angeles	310-737-8301
girlfridayWOSB, CAU, FEM	Tami Campbell	La Mesa	619-439-2050
GovData Consulting LLC	John Smith	San Diego	619-555-0100
GovSignals Inc	Ethan Aldrich	New York	210-284-1799
GSA Contract Services, LLC	Sarah Vine	Wilmington	202-280-7019
Guidehouse Inc.	Michael Schulien	Falls Church	703-409-7112
Harris & Associates	Marianne Fargas	Concord	925-827-4900
Hilgard Economics LLC	Joshua Baum	West Hollywood	323-333-6659
Hoch Consulting, APCCADIR, MALE, CAU, SLBE	Adam Hoch	Oceanside	858-431-9767
HR GreenMALE, DTSe	Gary Yeo, CCM	Corona	714-478-3361
IMS	Mark Ettingyss	San Diego	888-467-3151
Institutional Bond NetworkSDB, DTSg, DTSe	Ryan Dowding	Thousand Oaks	805-418-5611
Intesa Communications GroupWOSB, CAU, MALE	Margie Newman	San Diego	619-995-3078
J.P. Morgan Securities LLC	Tyler Old	Los Angeles	310-201-2708
Jorge Mendes Landscaping	Jorge Mendes	San Diego	245-673-3127
Keyser Marston Associates, Inc.	Paul C. Marra	San Diego	619-718-9500
KNN Public Finance, LLC	Ellen Hall	Berkeley	510-839-8200
Kosmont Companies	Christine Rodgers	MANHATTAN BCH	424-297-1070
Kosmont Transactions Services, Inc.MBE, DTSg	Larry J. Kosmont	Manhattan Beach	424-297-1070
LC Tree Service Inc.DVBE,CAU,SLBE,MALE,PQUAL,CADIR	Larry Coalson	San Diego	619-677-5777
Lead Pursuits LLC	Lead Department	Santa Monica	310-237-6770
Mischler Financial Group, Inc.MBE, SDVSB, MALE	Brittany Webster	Corona del Mar	949-720-0640
Montague DeRose	Jim Bemis	Westlake Village	805-496-2211
Morgner Construction ManagementCADIR, WBE, DBE, MBE, FEM, LGBT, WOSB, LAT	Monique Morgner	Los Angeles	323-900-0030
Mott MacDonald	Bethany Garretson, PE	San Diego	415-407-2866
MSW Consultants	David Davis	Murrieta	951-694-4001
Mulholland Consulting, Inc.	Brian Nieckula	Ontario	909-654-5563
Navigant Consulting	Charles Tooman	Los Angeles	303-817-0732
NBS Government Finance GroupCGB	Tim Seufert	Temecula	800-434-8349
NHA Advisors, LLC	Christian Sprunger	San Rafael	415-785-2025
Northern Digital, Inc.	Enrique Hernandez	Bakersfield	661-322-6044
Omnicap Group LLC	Eddie McRoberts	El Segundo	310-318-3094
One Water LLCMBE, WOSB, ASISU, FEM	Sachin Chawla	Carlsbad	760-795-9145
Parker Professional Cleaning LLCWBE, DBE, SDB, MBE, ELBE, AFR, SLBE, WOSB, FEM, CGB	Felisha Parker	El Cajon	619-822-5528
PFM Financial Advisors LLC	Kathy Nguyen	Los Angeles	213-489-4075
PFM Financial Advisors LLC	Jim Carbone	Los Angeles	213-415-1630
PM United LLCMBE, WOSB, FEM	Dawn Marie Murphy	Irvine	949-774-9874
PRAG	Laura	Los Angeles	949-430-2693
Prime Vendor Inc.	Bid Clerk	Wilmington	800-746-9554
Public Resources Advisory Group	Louis Choi	New York	310-477-7098
PWXPress	Mary Miller	Jacksonville	408-676-8941
Raftelis Financial Consultants, Inc.	Sudhir Pardiwala	Los Angeles	626-827-8931
RightSource Digital Services, Inc.	Nuha Nazy	SIGNAL HILL	888-774-2201
Rockfleet Financial Services, Inc.	Investment Banking	New York	212-257-2205
RSG, Inc.	Dianna Dunne-Vecchio	Irvine	714-541-4585
San Diego Regional Policy and Innovation Center	Alicia Jurek	San Diego	619-353-9691
SL-serco, Inc.	Laurie Allen	Minneapolis	612-709-6107
Sperry CapitalAFR, MALE	Bryant Jenkins	Sausalito	650-996-5075
Swap Financial Group	Gerri Magie	New York	212-478-3700
Terracon Consultants, Inc.CADIR	Lisa Wimbley	San Diego	909-708-6414
TKG & Associates LLCWBE, MBE, AFR, MALE	Chris St James	Sacramento	916-505-1320
Transamerica Financial Advisors	Javier Lopez	Rancho Cucamonga	760-220-2332
U S CONSTRUCTIONCGB, MALE, DTSe	MIKE ZAYAT	VERNON	760-535-8599
U.S. Bank	EILEEN PEREZ	San Diego	858-522-0259
Urban Futures Inc.	Russell Sager	Tustin	714-283-9334
VSI TechnologiesDBE, WOSB, WBE, SDB, MBE	Valentina Fox	San Diego	619-204-8264
Walsh Financial Consulting	Mark Walsh	Oakland	510-457-8742
Webb Municipal Finance, LLC	Alison Vejar	Riverside	951-686-1070
West Yost Associates	RFP	Davis	530-756-5905
Witriol ConsultingMBE, ELBE, Asian, MALE, SDB, DBE	Shaun Witriol	San Diego	443-286-4539
WSC Consulting	William Curry	Chico	530-899-8436

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

San Diego · San Diego, CA

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

City of San DiegoIssuing agency·San Diego, CA·via the City of San Diego PlanetBids portal

615days left

Due Apr 17, 2028·Posted Mar 18, 2021

AI takeaways

The City of San Diego is soliciting Statements of Qualifications to establish a qualified pool of Municipal Advisors for the City’s bond/note issuances and other services.
The place of performance is San Diego, CA.
The initial closing date and time is April 7, 2021 @ 2:00 p.m., and the final closing date and time is April 17, 2026 @ 2:00 p.m.
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.
The procurement method is Competitive Sealed Bid.
The issuing agency is the City of San Diego, Purchasing & Contracting Department.
Respondents who are in the current Pool must reapply to this RFSQ to be placed in the new Pool.
The contact is Lisa Hoffmann, available at (619) 236-6096 and lhoffmann@sandiego.gov.
The solicitation number is 10089754-21-W.
Requirement: A current Business Tax Certificate from the City of San Diego is required; if not held at submission, one must be obtained prior to award.

Term: five (5) years, beginning…
Method: Competitive Sealed Bid
Documents: 1 file

These takeaways are AI-generated and may be incomplete or wrong. Always verify every detail against the official documents before you bid.

Contact the buyer

Lisa Hoffmann

lhoffmann@sandiego.govEmail (619) 236-6096Phone

Location:

1200 Third Ave, Suite 200, San Diego, California, 92101

Open in Maps ↗

Bid

81268

10089754-21-W

Method

Competitive Sealed Bid

Duration

five (5) years, beginning April 19, 2021, through April 18, 2026 with up to two (2) optional one (1) year extensions

Posted

Mar 18, 2021

Source

City of San Diego

More financial & insurance bids in California, weekly.

We post new financial & insurance opportunities in California as agencies publish them. Get them in one email — free, and unsubscribe whenever.

What this bid is asking for

AI-generated

Submit a Statement of Qualifications to be considered for the qualified pool of Municipal Advisors.
Provide a completed Contractor Standards Pledge of Compliance signed under penalty of perjury with the bid.
Obtain a City of San Diego Business Tax Certificate prior to award if not already held.
Provide performance references of similar size and nature within the last five years.

Posted Scope of Work

Notes
See Attached "PlanetBids Bidder Upload Instructions" in Documents & Attachments tab for instructions on uploading your response to PlanetBids.

Scope, read from the documentsAI-generated

Questions & answers

AI-generated

What is the solicitation for?

The City is soliciting Statements of Qualifications from Respondents to establish a qualified pool of Municipal Advisors for the City’s bond/note issuances and other services.

What is the term of the Pool?

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.

Who is the contact for this solicitation?

The contact is Lisa Hoffmann, phone (619) 236-6096, email lhoffmann@sandiego.gov.

What is the due date for the initial submission?

The Initial Closing Date and Time is April 7, 2021 @ 2:00 p.m.

Documents

Download zip

Contractor Standard Pledge of Compliance 3 2018.pdfPDF

Preview Download

Full source recordEvery field City of San Diego published, untouched

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

Title

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

County

San Diego

Bid Bond

Bid Type

Comment

Stage Id

Zip Code

92101

Address1

1200 Third Ave

Address2

Suite 200

Archived

Dept Name

Purchasing & Contracting Department

Stage Str

Bidding

Award Type

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

By Invitation

Contact Email

lhoffmann@sandiego.gov

Download Cost

Legacy County

San Diego

Bid Bond Format

Display Awards

Invitation Num

10089754-21-W

Piggybackable

Pre Bid Meeting

Cooperative Bid

Display Ranking

Bid Template Type

Performance Bond

Restriction Type

Uses Line Items V2

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

Display Bid Results

Hidden From Vendors

Line Item Precision

Payment Bond Format

Display Award Amount

Display Pros Bidders

Pre Bid Mtg Mandatory

Restriction Type Str

None

Contact Name And Phone

Lisa Hoffmann (619) 236-6096

Restrict To Inclusive

Bid Response Format Str

Electronic

Online QAnd ACutoff Date

2021-04-26 12:00:00.000

Performance Bond Format

Display Bid Results Status

Display Bid Results Detail Level

Display Pre Bid Meeting Attendance

Display Bid Results Vendor Detail Level

Require Document Terms And Conditions Acceptance

Stage Id

Stage Str

Bidding

Bid Type Id

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

Detail Fetched

Yes

Invitation Num

10089754-21-W

Bid Template Type

Bid Response Format

Bid Response Format Str

Electronic

Prospective Bidder Total

Who else is looking at this84Vendors registered on the source portal , signals competition, not a commitment to bid

Company	Contact	Location	Phone
Aepos Group, LLC	Kyle Haverback	Chicago	818-300-5075
Allie Bridge Energy SolutionsSDB, WBE, WOSB	Rebecca Wetzstein	Inglewood	714-269-8788
Allied Solutions	Jason Collier	Carmel	877-328-4432
Arthur LLC	Arthur Ley	New York	212-555-1234
B2 Civic SolutionsSDVSB	Bob Bennett	Parkville	808-285-6437
BAE Urban Economics, Inc.DBE, SDB, ASISU, MALE	Lisa London	Berkeley	510-547-9380
Berry Dunn McNeil & Parker, LLC	Timothy F. Masse	Portland	207-775-2387
Bid Ocean, Inc.	Eric Johnson	Grand Junction	970-712-5663
California Creative Solutions Inc.MBE, Asian, MALE	Raminder Singh	Poway	858-208-4133
Catacutan Consulting, LLC	Kim Catacutan	Davis	916-799-9084
City of Redwood City	Amy Chen	Redwood City	650-780-7175
[INFORMATIONAL] Office of the IBA, City of San Diego	Noah	San Diego	858-314-8570
Clean Energy Capital Securities LLC	David Moore	Santa Rosa	415-710-1350
Columbia Capital Management	Stacey Walter	Glendale	888-648-8500
Construction Bidboard, Inc.	Nathaniel Malerk	San Diego	800-479-5314
CSG Advisors IncorporatedWBE, FEM	Gene Slater	San Francisco	415-956-2454
Deloitte	Sally Smith	Sacramento	916-288-3223
Deltek	Source Management	Seattle	206-373-9500
Dornbusch Associates	Casey Cornwell	Berkeley	415-867-3341
DOTEK LLCDBE	Christopher Velasco	San Diego	347-437-1987
Drexel Hamilton, LLCDVBE	Kelvin Hart	New York	646-412-1522
ECONorthwest	Laura Knudson	Portland	206-388-0079
Fieldman, Rolapp & Associates, Inc.	James Fabian	Irvine	949-660-7300
Frasca & Associates, LLC	Dan Kurz	Los Angeles	310-737-8301
girlfridayWOSB, CAU, FEM	Tami Campbell	La Mesa	619-439-2050
GovData Consulting LLC	John Smith	San Diego	619-555-0100
GovSignals Inc	Ethan Aldrich	New York	210-284-1799
GSA Contract Services, LLC	Sarah Vine	Wilmington	202-280-7019
Guidehouse Inc.	Michael Schulien	Falls Church	703-409-7112
Harris & Associates	Marianne Fargas	Concord	925-827-4900
Hilgard Economics LLC	Joshua Baum	West Hollywood	323-333-6659
Hoch Consulting, APCCADIR, MALE, CAU, SLBE	Adam Hoch	Oceanside	858-431-9767
HR GreenMALE, DTSe	Gary Yeo, CCM	Corona	714-478-3361
IMS	Mark Ettingyss	San Diego	888-467-3151
Institutional Bond NetworkSDB, DTSg, DTSe	Ryan Dowding	Thousand Oaks	805-418-5611
Intesa Communications GroupWOSB, CAU, MALE	Margie Newman	San Diego	619-995-3078
J.P. Morgan Securities LLC	Tyler Old	Los Angeles	310-201-2708
Jorge Mendes Landscaping	Jorge Mendes	San Diego	245-673-3127
Keyser Marston Associates, Inc.	Paul C. Marra	San Diego	619-718-9500
KNN Public Finance, LLC	Ellen Hall	Berkeley	510-839-8200
Kosmont Companies	Christine Rodgers	MANHATTAN BCH	424-297-1070
Kosmont Transactions Services, Inc.MBE, DTSg	Larry J. Kosmont	Manhattan Beach	424-297-1070
LC Tree Service Inc.DVBE,CAU,SLBE,MALE,PQUAL,CADIR	Larry Coalson	San Diego	619-677-5777
Lead Pursuits LLC	Lead Department	Santa Monica	310-237-6770
Mischler Financial Group, Inc.MBE, SDVSB, MALE	Brittany Webster	Corona del Mar	949-720-0640
Montague DeRose	Jim Bemis	Westlake Village	805-496-2211
Morgner Construction ManagementCADIR, WBE, DBE, MBE, FEM, LGBT, WOSB, LAT	Monique Morgner	Los Angeles	323-900-0030
Mott MacDonald	Bethany Garretson, PE	San Diego	415-407-2866
MSW Consultants	David Davis	Murrieta	951-694-4001
Mulholland Consulting, Inc.	Brian Nieckula	Ontario	909-654-5563
Navigant Consulting	Charles Tooman	Los Angeles	303-817-0732
NBS Government Finance GroupCGB	Tim Seufert	Temecula	800-434-8349
NHA Advisors, LLC	Christian Sprunger	San Rafael	415-785-2025
Northern Digital, Inc.	Enrique Hernandez	Bakersfield	661-322-6044
Omnicap Group LLC	Eddie McRoberts	El Segundo	310-318-3094
One Water LLCMBE, WOSB, ASISU, FEM	Sachin Chawla	Carlsbad	760-795-9145
Parker Professional Cleaning LLCWBE, DBE, SDB, MBE, ELBE, AFR, SLBE, WOSB, FEM, CGB	Felisha Parker	El Cajon	619-822-5528
PFM Financial Advisors LLC	Kathy Nguyen	Los Angeles	213-489-4075
PFM Financial Advisors LLC	Jim Carbone	Los Angeles	213-415-1630
PM United LLCMBE, WOSB, FEM	Dawn Marie Murphy	Irvine	949-774-9874
PRAG	Laura	Los Angeles	949-430-2693
Prime Vendor Inc.	Bid Clerk	Wilmington	800-746-9554
Public Resources Advisory Group	Louis Choi	New York	310-477-7098
PWXPress	Mary Miller	Jacksonville	408-676-8941
Raftelis Financial Consultants, Inc.	Sudhir Pardiwala	Los Angeles	626-827-8931
RightSource Digital Services, Inc.	Nuha Nazy	SIGNAL HILL	888-774-2201
Rockfleet Financial Services, Inc.	Investment Banking	New York	212-257-2205
RSG, Inc.	Dianna Dunne-Vecchio	Irvine	714-541-4585
San Diego Regional Policy and Innovation Center	Alicia Jurek	San Diego	619-353-9691
SL-serco, Inc.	Laurie Allen	Minneapolis	612-709-6107
Sperry CapitalAFR, MALE	Bryant Jenkins	Sausalito	650-996-5075
Swap Financial Group	Gerri Magie	New York	212-478-3700
Terracon Consultants, Inc.CADIR	Lisa Wimbley	San Diego	909-708-6414
TKG & Associates LLCWBE, MBE, AFR, MALE	Chris St James	Sacramento	916-505-1320
Transamerica Financial Advisors	Javier Lopez	Rancho Cucamonga	760-220-2332
U S CONSTRUCTIONCGB, MALE, DTSe	MIKE ZAYAT	VERNON	760-535-8599
U.S. Bank	EILEEN PEREZ	San Diego	858-522-0259
Urban Futures Inc.	Russell Sager	Tustin	714-283-9334
VSI TechnologiesDBE, WOSB, WBE, SDB, MBE	Valentina Fox	San Diego	619-204-8264
Walsh Financial Consulting	Mark Walsh	Oakland	510-457-8742
Webb Municipal Finance, LLC	Alison Vejar	Riverside	951-686-1070
West Yost Associates	RFP	Davis	530-756-5905
Witriol ConsultingMBE, ELBE, Asian, MALE, SDB, DBE	Shaun Witriol	San Diego	443-286-4539
WSC Consulting	William Curry	Chico	530-899-8436

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