Zone 7 Water Agency Municipal Advisory Services RFP-2026-028 2026
Zone 7 Water AgencyUtility District · Livermore, CA- Due
- Nov 19, 2026
- 16 days left
- Posted
- Oct 29, 2026
- Contract term
- 1 year
- Primary contact
- Lizzie Foss
- (925) 454-5011
The 30-second brief
Zone 7 Water Agency seeks proposals from qualified municipal advisors registered with the SEC and MSRB for professional financial consulting and long-term debt financing services related to water treatment infrastructure and water revenue bonds under RFP-2026-028. Scope includes reviewing outstanding water revenue bonds, updating the Debt Management Policy, debt affordability analysis, financial modeling and pro-forma preparation, and assisting with debt issuances, refundings, and associated financing team selection (underwriting, bond counsel, disclosure counsel). The project involves refunding approximately $51.47 million in outstanding 2018 Series A Bonds and new money issuances ranging from $25 million to over $100 million in bond proceeds. Proposals are due by November 19, 2026, at 2:00 pm via the E-Procurement Portal, with a question submission deadline of November 5, 2026. The initial contract term is one year from January 2027 through December 2027, with two optional one-year extensions.
General response to the RFP (20%), Qualifications and Experience (30%), Proposed Workplan and Approach for Scope of Work (30%), References (10%), Costs (10%)
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Summary
Zone 7 Water Agency seeks proposals from qualified municipal advisors registered with the SEC and MSRB for professional financial consulting and long-term debt financing services related to water treatment infrastructure and water revenue bonds under RFP-2026-028.
Scope includes reviewing outstanding water revenue bonds, updating the Debt Management Policy, debt affordability analysis, financial modeling and pro-forma preparation, and assisting with debt issuances, refundings, and associated financing team selection (underwriting, bond counsel, disclosure counsel). The project involves refunding approximately $51.47 million in outstanding 2018 Series A Bonds and new money issuances ranging from $25 million to over $100 million in bond proceeds. Proposals are due by November 19, 2026, at 2:00 pm via the E-Procurement Portal, with a question submission deadline of November 5, 2026. The initial contract term is one year from January 2027 through December 2027, with two optional one-year extensions.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
4- Exception and Deviation Form
- Acknowledgment of Insurance
- Cost Proposal
- Rate Sheet
- Submit to
- https://procurement.opengov.com/portal/zone7water
- Duration
- 12 months
- Scope location
- Livermore, CA
Questions about this RFP
How do I respond to this RFP from Zone 7 Water Agency?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 19, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/zone7water. For questions, contact Lizzie Foss.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Zone 7 Water Agency 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 Lizzie Foss at (925) 454-5011. Questions and answers are typically shared with all prospective bidders.
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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: "General response to the RFP (20%), Qualifications and Experience (30%), Proposed Workplan and Approach for Scope of Work (30%), References (10%), Costs (10%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Zone 7 Water Agency?
All active and historical solicitations from Zone 7 Water Agency are tracked and searchable. As a utility district agency, Zone 7 Water Agency 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 1 year. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 19, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Exception and Deviation Form, Acknowledgment of Insurance, Cost Proposal, Rate Sheet. Review the full document from Zone 7 Water Agency for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Livermore, CA. Review the full solicitation for detailed scope requirements.