Dublin San Ramon Services District Financial Advisory Services RFP 2026
Dublin San Ramon Services DistrictSpecial District · Dublin, CA- Due
- Aug 14, 2026
- Deadline passed
- Posted
- Jul 16, 2026
- Primary contact
- Sara Tom
- (925) 828-0515
The 30-second brief
Dublin San Ramon Services District is seeking a firm for an on-going engagement to provide financial consultation services for debt management and issuance. Proposals are due by August 14, 2026.
Transmittal Letter, Executive Summary, Certification, Firm Description, SEC Registration Status, Resumes, Fee Proposal, References
Specificity, completeness, qualifications of personnel, demonstrated knowledge, experience
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Summary
Dublin San Ramon Services District is seeking a firm for an on-going engagement to provide financial consultation services for debt management and issuance. Proposals are due by August 14, 2026.
EVALUATION CRITERIA
5- Specificity
- Completeness
- Qualifications of personnel
- Demonstrated knowledge
- Experience
REQUIRED DELIVERABLES
8- Transmittal Letter
- Executive Summary
- Certification
- Firm Description
- SEC Registration Status
- Resumes
- Fee Proposal
- References
REQUIRED ATTACHMENTS
Attachment I (Sample Agreement), Attachment II (References Form)
REQUIRED STAFFING
lead financial advisor, back-up financial advisor
- Submit to
- 7051 Dublin Boulevard, Dublin, California 94568-3018
- Scope location
- Dublin, CA
Questions about this RFP
How do I respond to this RFP from Dublin San Ramon Services District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 14, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 7051 Dublin Boulevard, Dublin, California 94568-3018. For questions, contact Sara Tom.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Dublin San Ramon Services District in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Sara Tom at (925) 828-0515. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: lead financial advisor, back-up financial advisor. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Transmittal Letter, Executive Summary, Certification, Firm Description, SEC Registration Status, Resumes, Fee Proposal, References. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Specificity, completeness, qualifications of personnel, demonstrated knowledge, experience" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Dublin San Ramon Services District?
All active and historical solicitations from Dublin San Ramon Services District are tracked and searchable. As a special district agency, Dublin San Ramon Services District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment I (Sample Agreement), Attachment II (References Form). Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Dublin San Ramon Services District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Dublin, CA. Review the full solicitation for detailed scope requirements.