SLED Opportunity · CALIFORNIA · CITY AND COUNTY OF SAN FRANCISCO
AI Summary
The City and County of San Francisco seeks qualified firms for Special Tax and Fiscal Consultant services to assist with municipal debt financing and related consulting. Contracts may last up to 5 years with a budget up to $500,000. Proposals due by January 12, 2026.
Updated 1/5/2026: Addendum 1 has been posted to update Attachment 4 Minimum Qualifications Certification and applicable City’s terms and conditions. __________ Updated 12/15/2025: There were no questions submitted by the Deadline for Written Questions so no Q&A document will be posted. __________ Background: This Request for Qualifications (hereinafter “RFQ” or “Solicitation”) is being issued by the Controller’s Office (hereinafter, “CON” or “City”). CON on behalf of all City Departments, is seeking to create a list of qualified suppliers (“Proposers”) for providing one or more of the following Service Areas: Service Area 1: Special Tax and Service Area 2: Fiscal Consultant services. These services will be used to assist the Controller’s Office of Public Finance and other interested City departments with municipal debt financing or other consulting services as specified herein. (“Proposals”). The City has approximately 65 departments, ranging from small to very large. Some departments maintain facilities located outside of the geographic limits of the City. The City shall evaluate Proposals to create a Prequalified Pool of Proposers (“Prequalified Pool”). Proposers prequalified under this RFQ are not guaranteed a contract. The City may use the Prequalified Pool, at its sole and absolute discretion, on an as-needed basis. Project specific terms, along with applicable portions of the Proposer’s Written Proposal and Price Proposal, shall be incorporated into the Proposed Agreement at the time a Proposer is selected from the Prequalified Pool. Proposers are asked to indicate the Service Areas for which they would like to be considered in the Written Proposal Template. Given the broad range of possible opportunities, we encourage firms to respond for all Service Areas for which they meet or exceed minimum qualifications as described in this RFQ. Please note that qualifications are evaluated separately for each Service Area. Please note that firm and lead staff qualifications will be evaluated separately for each Service Area. Service Area 1: Special Tax Consultant services Service Area 2: Fiscal Consultant services. Anticipated Term of Resulting Contracts The anticipated contract term for contracts resulting from this RFQ may last up five (5) years. Actual contract term may vary, depending upon service and project needs at the City’s sole, absolute discretion. Anticipated Not to Exceed Amount of Resulting Contracts For each contract resulting from this RFQ, the anticipated not-to-exceed contract budget is $500,000. Actual contract budget may vary, depending upon service and project needs at the City’s sole and absolute discretion. Indefinite Quantity, As-Needed Resulting Contract Resulting Contracts awarded to the Prequalified Pool will result in term, indefinite quantities, as-needed contracts. There is no guarantee of a minimum amount of goods or services for any Proposers selected for the Prequalified Pool or for any Resulting Contracts therefrom. Estimated quantities, if any, stated in this RFQ are approximations only. City, in its sole discretion, may purchase any greater or lesser quantity. City may also make purchases of items awarded pursuant to this RFQ from other suppliers when City determines, in its sole discretion, that it is in the best interest of the City to do so. LBE Subcontracting Participation Requirements There shall be no LBE Subcontracting Requirement for any Contract awarded to a Contractor selected from the Prequalified Pool because the LBE Subcontracting Requirements were waived by the Contract Monitoring Division. Local Business Enterprise (LBE) Program Requirements Contract Monitoring Division City and County of San Francisco Email: LBECert@sfgov.org Website: www.sfgov.org/cmd ------ RFQ Schedule Request for Qualifications Issuance - December 1, 2025 Deadline for Written Questions to CentralContracts@sfgov.org - December 8, 2025 at 11:00 AM, PT Answers to RFQ Questions Posted - December 15, 2025 Deadline for Courtesy Intent to Respond Emails to CentralContracts@sfgov.org - December 16, 2025 at 5:00 PM, PT Deadline to Submit Proposals - January 12, 2026 at 1:00 PM, PT Notice of Intent to Establish Prequalified Pool - February 18, 2026 Period for Protesting Notice of Intent to Establish Prequalified Pool - Within three (3) business days of the City's issuance of a Notice of Intent to Award. Pool Administrator: Austin Truong Contracts Analyst, Controller’s Office 1 Dr. Carlton B. Goodlett Place, Rm 482 San Francisco, California 94102 CentralContracts@sfgov.org How to become a Bidder and submit Proposal using SF City Partner Portal. https://sfcitypartnersupport.sfgov.org/support/solutions/11000049605 User Support: https://sfcitypartner.sfgov.org/nlx3/pages/contact.aspx User Support tel. (415) 944-2442 Mon-Fri 8:30 AM, PT - 5:00 PM, PT *Dates are subject to change. It is the responsibility of the Proposer to check City’s Supplier Portal for updates on a regular basis. All times are in Pacific time.
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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