Union School District Bond and Disclosure Counsel RFP
Union ElementarySchool · San Jose, CA- Due
- Jan 30, 2026
- Deadline passed
- Posted
- Jan 5, 2026
- Primary contact
- Kirsten Perez
The 30-second brief
Union School District is seeking proposals from qualified legal firms to serve as bond and disclosure counsel for its general obligation bond issuances. The selected firm will provide legal services related to the issuance of bonds, including legal opinions, document preparation, and advice on tax-exempt status.
Objective legal opinion on authorization and issuance of debt obligations, Examination of state and federal laws, Continuing advice on tax-exempt status, Preparation and review of legal documents for bond financings, Review of legal issues relating to bond structure, Assistance with bond rating agencies and credit enhancers, Continuing legal advice on sale and administration of bond obligations, Advice and assistance in developing and executing a financing plan, Other legal opinions as required, Participation in meetings, Information on federal and state regulatory rulings, Preparation of preliminary and final official statements, 10b-5 "Opinion", Legal services for Proposition 39 election
Demonstrated understanding of the district and responsiveness, Qualifications and experience of firm and personnel, Quality and strength of references, Proposed fees.
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Summary
Union School District is seeking proposals from qualified legal firms to serve as bond and disclosure counsel for its general obligation bond issuances.
The selected firm will provide legal services related to the issuance of bonds, including legal opinions, document preparation, and advice on tax-exempt status.
EVALUATION CRITERIA
4- Demonstrated understanding of the district and responsiveness
- Qualifications and experience of firm and personnel
- Quality and strength of references
- Proposed fees
REQUIRED DELIVERABLES
14- Objective legal opinion on authorization and issuance of debt obligations
- Examination of state and federal laws
- Continuing advice on tax-exempt status
- Preparation and review of legal documents for bond financings
- Review of legal issues relating to bond structure
- Assistance with bond rating agencies and credit enhancers
- Continuing legal advice on sale and administration of bond obligations
- Advice and assistance in developing and executing a financing plan
- Other legal opinions as required
- Participation in meetings
- Information on federal and state regulatory rulings
- Preparation of preliminary and final official statements
- 10b-5 "Opinion"
- Legal services for Proposition 39 election
- Submit to
- Union Elementary School District, 5175 Union Avenue, San Jose, CA 95124
- Scope location
- San Jose, California
- Reported agency
- Union School District
Questions about this RFP
How do I respond to this RFP from Union Elementary?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 30, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: Union Elementary School District, 5175 Union Avenue, San Jose, CA 95124. For questions, contact Kirsten Perez.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Union Elementary 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 Kirsten Perez. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Objective legal opinion on authorization and issuance of debt obligations, Examination of state and federal laws, Continuing advice on tax-exempt status, Preparation and review of legal documents for bond financings, Review of legal issues relating to bond structure, Assistance with bond rating agen. 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: "Demonstrated understanding of the district and responsiveness, Qualifications and experience of firm and personnel, Quality and strength of references, Proposed fees." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Union Elementary?
All active and historical solicitations from Union Elementary are tracked and searchable. As a school agency, Union Elementary 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. Review the full document from Union Elementary 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, California. Review the full solicitation for detailed scope requirements.