Bond Counsel Firms Opeb Refinancing Services
San Jose-Evergreen Community College DistrictHigher Ed · San Jose, CA- Due
- Feb 3, 2026
- Deadline passed
- Posted
- Jan 13, 2026
- Contract term
- 2 years
- Primary contact
- Carlos Marques
- (408) 270-6431
The 30-second brief
San José·Evergreen Community College District is seeking a bond counsel firm for a two-year agreement to provide legal services for OPEB Taxable Bond refinancing and general obligation bond issuance. Proposals are due February 3, 2026.
Proposal, Required Forms, Fee Schedule
Understanding of work, Quality and responsiveness, Demonstrated competence and qualifications, Recent experience, References, Key personnel experience, Proposed compensation
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Summary
San José·Evergreen Community College District is seeking a bond counsel firm for a two-year agreement to provide legal services for OPEB Taxable Bond refinancing and general obligation bond issuance. Proposals are due February 3, 2026.
EVALUATION CRITERIA
7- Understanding of work
- Quality and responsiveness
- Demonstrated competence and qualifications
- Recent experience
- References
- Key personnel experience
- Proposed compensation
REQUIRED DELIVERABLES
3- Proposal
- Required Forms
- Fee Schedule
REQUIRED ATTACHMENTS
8- Business Enterprise Certification Form
- Business Structure and Location Form
- Certificate of Non-Discrimination Form
- Insurance Certification Form
- Statement of Non-Collusion Form
- Submittal Form
- W9 Form
- Fee Schedule Form
REQUIRED STAFFING
Project Manager, Key Technical Personnel
- Submit to
- PlanetBids Portal
- Scope location
- San Jose, CA
- Reported agency
- San José·Evergreen Community College District
Questions about this RFP
How do I respond to this RFP from San Jose-Evergreen Community College District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 3, 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: PlanetBids Portal. For questions, contact Carlos Marques.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including San Jose-Evergreen Community College 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 Carlos Marques at (408) 270-6431. 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: Project Manager, Key Technical Personnel. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal, Required Forms, Fee Schedule. 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: "Understanding of work, Quality and responsiveness, Demonstrated competence and qualifications, Recent experience, References, Key personnel experience, Proposed compensation" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Jose-Evergreen Community College District?
All active and historical solicitations from San Jose-Evergreen Community College District are tracked and searchable. As a higher ed agency, San Jose-Evergreen Community College District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 2 years. Contract terms may include renewal options.
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: Business Enterprise Certification Form, Business Structure and Location Form, Certificate of Non-Discrimination Form, Insurance Certification Form, Statement of Non-Collusion Form, Submittal Form, W9. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from San Jose-Evergreen Community College 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: San Jose, CA. Review the full solicitation for detailed scope requirements.