Active SLED Opportunity · CALIFORNIA · VTA PURCHASING
AI Summary
VTA requests proposals for on-call financial advisory strategic consulting services. The RFP includes evaluation based on firm qualifications, staffing, work plan, local firm preference, and cost. Proposals and cost submissions are required separately. Important dates include a pre-proposal meeting on 2026-06-12 and questions due by 2026-06-15.
VTA seeks proposals from responsive and responsible qualified firms to provide on-call financial advisory strategic consulting services on an as-needed basis. VTA intends to establish an on-call list following the completion of the RFP process.
The Proposer demonstrating through its Proposal its qualifications to perform the Scope of Work and its experience in successful delivery and performance of comparable work on comparable projects, including demonstrated capability and experience in:
(i) any relevant specific experience requirements based on the Scope of Work.
(i) Proposer team. The Proposer demonstrating through its Proposal a cohesive team with a clear and effective division of responsibility between the Proposer Members (if applicable) and between the Proposer and the proposed Subcontractors to support successful delivery of the Scope of Work. Demonstrated experience of Proposer and/or of Proposer Members (if applicable) and the proposed Subcontractors working together performing comparable work on comparable projects is preferred.
(ii) Key Personnel experience, capability, and qualifications. The Proposer demonstrating through its Proposal the capability, experience, and qualifications of its nominated key personnel necessary to satisfy the minimum requirements for Key Personnel under the Scope of Work and to successfully deliver the Scope of Work ("Key Personnel"). Demonstrated experience of Key Personnel successfully working together performing comparable work on comparable projects is preferred
(iii) Organizational and management structure. The Proposer demonstrating through its Proposal a well-defined and appropriately-resourced organizational management structure that: (A) supports effective communication and issue resolution, (B) incorporates those Key Personnel and other personnel that bring relevant experience from comparable projects (including from the Reference Projects), best practices, and lessons learned, and allocates those Key Personnel and other personnel to those roles that enable them to utilize that experience and those best practices and lessons learned to support successful delivery of the Scope of Work, (C) demonstrates the Proposer's understanding of the Scope of Work, including the schedule for the Scope of Work, and (D) demonstrates the adequacy of the labor commitment for the Scope of Work, including taking account of the requirements to scale-up and/or scale-down the labor commitment according to the phasing of the Scope of Work.
(i) Project Understanding. The Proposer demonstrating through its Proposal a clear understanding of Contract requirements and the risks, challenges, and opportunities for the Project and how, by reference to specific examples, the Proposer's experience delivering comparable work on comparable projects (including the Reference Projects) will be utilized to address those risks, challenges, and opportunities when performing the Scope of Work.
(ii) Work Plan. The Proposer demonstrating through its Proposal a well-defined and credible work plan for delivering the Scope of Work that: (A) aligns with the Contract requirements and Project objectives, (B) supports timely delivery of the Scope of Work in accordance with the defined milestones, (C) manages and mitigates risks to the Project, (D) establishes clear communication, coordination, and issue resolution protocols supporting productive working relationships between the Proposer and VTA, interfacing contractors and consultants, and external stakeholders, and (E) incorporates, by reference to specific examples, best practices and lessons learned from the Proposer's experience delivering comparable work on comparable projects (including the Reference Projects).
In accordance with VTA Administrative Code, Section 9-11, Preference for Local Firms, 10 points will be awarded to a Proposal if at least fifty percent (50%) of the dollar value of services to be rendered under that Proposal will be performed by a local firm. An additional point will be awarded for each additional ten percent (10%) of the dollar value of services to be performed by a local firm, to a maximum point award of ten percent of total evaluation points.
For the purposes of this Section 3.1.2(e), local firms are those that currently have their main office or a branch office with meaningful production capability located within Santa Clara County, or those firms who, upon award of the contract by VTA, will establish such a local office. This preference shall not apply when prohibited by law or regulation, or whenever its application will disqualify VTA from receiving federal funds.
At the time of its Proposal submission and at VTA's request following Proposal submission, including upon or prior to Notice of Recommended Award, the Proposer must provide to VTA evidence reasonably acceptable to VTA that the local firm meets the requirements of the paragraph above.
VTA will evaluate the reasonableness of the prices against the competitiveness of the amounts with other Proposals received and adequacy of the data submit supporting the figure quoted. Proposals in which the costs do not reflect a reasonable relationship to the work to be conducted may be viewed as failing to comprehend the requirements of the Scope of Work, and therefore, cause for the proposal to be deemed as being non-responsive pursuant to this RFP, Section 3.1.8.
Refer to Section 4. Proposal Submittals and Forms of the RFP for details on response requirements that are to be submitted in this response section, and upload your COMPLETE Proposal here. Upload cost proposal separately in the next step.
Submit the following forms as part of your Proposal:
PROPOSAL FORM 1A. PROPOSAL SUBMISSION AND PROPOSER GENERAL INFORMATION
PROPOSAL FORM 3: DESIGNATION OF SUBCONTRACTORS
PROPOSAL FORM 5: LITIGATION DISCLOSURE
PROPOSAL FORM 6: GENERAL CERTIFICATIONS
PROPOSAL FORM 7: NON-COLLUSION DECLARATION
PROPOSAL FORM 8: REFERENCES
PROPOSAL FORM 9: KEY PERSONNEL STATEMENT OF AVAILABILITY
PROPOSAL FORM 10: DESIGNATION OF PROPOSER'S REPRESENTATIVE
PROPOSAL FORM 11: LOCAL FIRM CERTIFICATION
PROPOSAL FORM 12: LEVINE ACT STATEMENT
Proposers shall submit a Cost Proposal for the services requested in this RFP.
Submit the following forms:
PROPOSAL FORM 1B. COST PROPOSAL
PROPOSAL FORM 4: LISTING OF SBE PROPOSER OR SUBCONTRACTORS
Confirm that your fee proposal is not attached in your Proposal (on the previous step) and is submitted separately here.
Each bid shall be accompanied by a certified cashier’s check, or bid bond, in the amount of 10% of the total bid price, payable toSanta Clara Valley Transportation Authority, as a guarantee that the bidder, if its bid is accepted, will promptly execute the Agreement. The bidder shall guarantee the total bid price for a period of 60 days from the date of the bid opening.
Please scan and upload a copy of your bid bond/cashier's check. Bidder must also MAIL bid guarantee with a postmarked date no later thanThursday, July 2, 2026 addressed to:
Santa Clara Valley Transportation Authority
Alexandria SpitsWarnars
3331 North First St
San Jose,CA95134
Please have the Bidder Name, Contract Title ("On-Call Financial Advisory Strategic Consulting Services"), and Contract Number ("S26082") listed clearly on the outside of the envelope.
The contract shall be executed by the successful bidder and shall be returned, together with the Payment Bond, Performance Bond and Certificate(s) of Insurance to Santa Clara Valley Transportation Authority so that it is received within 14 working daysafter the bidder has received the contract for execution. Failure to do so shall be just cause for forfeiture of the proposal guaranty.
Please type your SB/DVBE Certification ID. This will be verified by the Cal eProcure Website
State your Company's Name Here. This will be verified against the California Secretary of State's Website.
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Will this solicitation require a bid bond?
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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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