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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
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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.
| Company | Contact | Location | Phone |
|---|---|---|---|
| Allied Solutions | Jason Collier | Carmel | 877-328-4432 |
| ANCHETA MANAGEMENT GROUPAsian, MALE | Noel Ancheta | Escondido | 917-838-0663 |
| Bank of the West | Matthew Kirschenman | Los Angeles | 213-972-0646 |
| Barclays Capital Inc. | Jane LePham | San Francisco | 415-274-5283 |
| Blue Horizon Realty and Lending Inc.WBE, WOSB, FEM, LAT | Yessica Moore | Escondido | 760-237-4092 |
| BMO Bank N.A. | Tito Ibarrola | Newport Beach | 279-234-0524 |
| BNY Mellon | Jennifer O'Neill | Los Angeles | 213-630-6430 |
| BofA Securities | Craig | Los Angeles | 213-345-9579 |
| Broadridge Financial Solutions, Inc. | Matt Ruskin | Lake Success | 929-389-0227 |
| Burgeon Analytics LLCMBE, ASISU | Kamran | Boston | 617-209-3082 |
| Cabrera Capital Markets, LLC | Ben Cardenas | Houston | 713-353-4935 |
| Citigroup | Christopher Mukai | Los Angeles | 213-486-8992 |
| City National Bank | Nancy Linardi | Los Angeles | 310-210-3371 |
| Clever Collaboration LLCDVBE, MBE, MALE, SDVSB, PAC | Leo Cleversley | chula vista | 912-856-6055 |
| Coastal Point Capital, LLCMBE | Stephen Mathew | San Diego | 858-284-9039 |
| Deloitte | Sally Smith | Sacramento | 916-288-3223 |
| Deltek | Source Management | Herndon | 206-373-9500 |
| Dene SellersWOSB, CAU, FEM | Dene Sellers | Oceanside | 760-859-7417 |
| First Foundation | Trevor Mael | Irvine | 916-666-0761 |
| GovData Consulting LLC | John Smith | San Diego | 619-555-0100 |
| GSA Contract Services, LLC | Sarah Vine | Wilmington | 202-280-7019 |
| Hewlett Packard Enterprise Financial Services | Ryan Magers | Berkeley Heights | 505-206-0896 |
| Hilltop Securities Inc. | Vickie Hall | Dallas | 214-953-8874 |
| HRH EngineeringMALE, DBE | Hamidreza Hosseini | San Diego | 858-405-7818 |
| Institutional Bond NetworkSDB, DTSg, DTSe | Ryan Dowding | Thousand Oaks | 805-418-5611 |
| J.P. Morgan Securities LLC | Tyler Old | Los Angeles | 310-201-2708 |
| Jorge Mendes Landscaping | Jorge Mendes | San Diego | 245-673-3127 |
| JPMorgan Chase | Matt Moon | Los Angeles | 213-621-8430 |
| JPMorgan Chase Bank, N.A. | Taylor Stordahl | New York | 212-270-7166 |
| KNN Public Finance, LLC | Ellen Hall | Berkeley | 510-839-8200 |
| Lead Pursuits LLC | Lead Department | Santa Monica | 310-237-6770 |
| Lewis Innovative Solutions LLCDBE, MBE, WOSB, SDB, AFR, FEM | Tracy Lewis | Irvine | 877-318-1722 |
| Mechanics Bank | Tony paul Kallingal | walnut creek | 925-915-7298 |
| MOBILEBUSINESSLOAN.COM LLCAFR, MALE, HUBZ | Mckenley Washington | ATLANTA | 404-484-1809 |
| Mulholland Consulting, Inc. | Brian Nieckula | Ontario | 909-654-5563 |
| Otay Mtn Trading CompanyMBE, LAT, MALE | Alexis Aldaz | Chula Vista | 619-841-4605 |
| Parker Professional Cleaning LLCWBE, DBE, SDB, MBE, ELBE, AFR, SLBE, WOSB, FEM, CGB | Felisha Parker | El Cajon | 619-822-5528 |
| PNC Bank | Jonathan Casiano | Chicago | 312-338-2295 |
| Prime Vendor Inc. | Bid Clerk | Wilmington | 800-746-9554 |
| Purposeful Credit SolutionsWOSB, AFR, FEM | Francine Rogers | San Diego | 877-803-8241 |
| R&M USAMALE, LAT | Ramon Bayon | Milpitas | 408-945-6626 |
| RBC Capital Markets | Paul Lam | Los Angeles | 332-259-7059 |
| RBC Capital Markets, LLC | Greg Dawley | New York | 213-362-4126 |
| Santander Bank, N.A. | Bruce Block | Huntington Beach | 631-531-0626 |
| State Street Bank and Trust Company | Mimi Li | Boston | 617-664-3196 |
| Sumitomo Mitsui Banking Corporation | Kin Wong | New York | 212-224-4872 |
| Sumitomo Mitsui Banking Corportation | Riddhi Sangam | New York | 212-756-5583 |
| Superdragon, IncMALE, LAT | Matthew Gardner | San Diego | 858-220-2781 |
| TD Bank, N.A. | Gary Martz | Philadelphia | 215-282-2799 |
| MUFG Union Bank, N.A. | Nicholas Boyle | Los Angeles | 213-236-5153 |
| The Mortgage Office | Adam Loughran | Huntington Beach | 714-814-5685 |
| Torrey Pines BankLAT, MALE | Ciro Villa | San Diego | 619-233-2525 |
| U.S. Bank | EILEEN PEREZ | Los Angeles | 213-326-0522 |
| UBS Financial Services Inc | Andrew Belinfanti-Knight | Los Angeles | 213-972-1452 |
| UMB Bank, n.a. | Aleczander Birks | Kansas City | 816-860-1910 |
| VSI TechnologiesDBE, WOSB, WBE, SDB, MBE | Valentina Fox | San Diego | 619-204-8264 |
| Walsh Financial Consulting | Mark Walsh | Oakland | 510-457-8742 |
| Wells Fargo & Company | Renee Gordon | San Francisco | 213-253-7229 |
| Wells Fargo Bank. N.A. | Justin OShea | Los Angeles | 623-349-3236 |
Source: City of San Diego (bid 82894), retrieved via the City of San Diego PlanetBids portal. View the official posting , always confirm requirements and deadlines with the issuing agency.