(RFP No. 26-27/01) Municipal Advisory Services

Location:	California
Posted:	Jul 10, 2026
Due:	Jul 30, 2026
Agency:	Port of Oakland
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Publication URL:	To access bid details, please log in.

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Purchasing Department

530 Water Street

Oakland, CA 94607

July 10, 2026

ADDENDUM No. 1

RFP No.: 26-27/01, Municipal Advisory Services

This Addendum modifies the RFP. Acknowledge receipt of this addendum in the

space provided on the RFP Acknowledgement and Signature Form (Attachment

1). Failure to do so may disqualify your proposal.

The following are responses to questions that Proposers submitted by the

deadline set forth in the RFP.

1. Question: Can you share a list of plan holders/download for this project.

Response: See attached list/download activity as of 07/09/2026.

2. Question: Regarding the 16-page limit for items B-G (with sections A and G not

counting), will appendices be counted in that limit? For example, we would include

our MSRB registration (re section B), full resumes (section F), as well as transaction lists

as relevant.

Response: Personnel information, including full resumes submitted in response to

Section F, counts toward the 16-page limit. Appendices containing supporting

documentation, such as MSRB registration and transaction lists, do not count toward

the page limit. Review of appendix materials is at the discretion of the evaluation

committee; therefore, respondents should ensure that all information necessary for

evaluation is included within the page-limited proposal.

3. Question: For Attachment 3 (the RFP acknowledgment), the RFP states that “No

Proposal is valid unless signed in ink (or valid electronic signature).” Is a PDF signature

considered a valid electronic signature?

Response: Yes, a PDF signature is considered a valid electronic signature.

There are no other questions to RFP No. 26-27/01.

26-27/01 – Addendum No. 1

Page 1 of 1

RFP No. 26-27/01, Municipal Advisory Services

Download List as of 07/09/2026

Bid/RFP/RFQ

(RFP No. 26-27/01) Municipal Advisory Services

Name

Company

Title

Phone

Street Address

City

Steave Walse

SevenOutsource

MunicipMunicipalMunicipal Advisory ServicesrAfpdavliesortrsy@Sgemrvaicile.csaolmAdvisory ServicesMunicipa(5l 1A2d)v7is3o0ry-1S4e1r9vic1e1s3 Barksdale Professional Cen

Newark

Izabela Mijic

Serviam by Wright LLP

Chief Marketing Officer

Mijic@Serviam.Law

(949) 385-6431 3 Corporate Park

Irvine

Harsh Shah

GovSpend

(RFP No. 26-27/01) Municipal Advisory Servicegssbids@govspend.com

(954) 420-9900 5000 T-Rex Ave Suite 200

Boca Raton

Gina C. Tomlinson T5 Solutions Technology Consulting Services CEO

gina@t5-solutions.com

(510) 368-7451 6114 La Salle Avenue Ste 206

Oakland

Mark Walsh

Walsh Financial, PC

President & Founder

mark@walshfc.com

(510) 457-8742 10732 Fallbrook Way

Oakland

Nicole Wolf

Accenture

Proposal Director

nicole.wolf@accenture.com

(619) 316-2822 1610 R Street

Sacramento

HOLLY MCBREARTY Aegis Project Controls

Business Development Director

hmcbrearty@consultaegis.com

(210) 216-2231 5331 S Macadam Ave

Portland

Sharleen Devjani Gensler

Associate

Sharleen_Devjani@gensler.com

(415) 836-4217 220 Montgomery St, Ste #200

San Francisco

Mallory McCarley Backstrom McCarley Berry & Co., LLC

Marketing Manager

mmccarley@bmcbco.com

(650) 393-9352 130 Battery Street, Suite 560

San Francisco

Chander Milhollin CohnReznick

Senior Manager

Chandler.Milhollin@CohnReznick.com

(404) 250-4089 3560 Lenox Rd NE Ste 2900

Atlanta

Chander Milhollin CohnReznick

Senior Manager

Chandler.Milhollin@CohnReznick.com

(404) 250-4089 3560 Lenox Rd NE Ste 2900

Atlanta

Gina C. Tomlinson T5 Solutions Technology Consulting Services CEO

gina@t5-solutions.com

(510) 368-7451 6114 La Salle Avenue Ste 206

Oakland

Lucas Aguiar

Deloitte

Analyst

lucaguiar@deloitte.com

(415) 783-4710 555 Mission Street #1400

San Francisco

Leamon Abrams The Allen Group, LLC

Program Manager

leamon@the-allen-group.com

(415) 538-1830 50 Osgood Place

San Francisco

Richard P Craig

WTW

Director

rick.craig@wtwco.com

(415) 720-4201 333 Bush Street, 7th Floor

San Francisco

Corey McCullough Montague DeRose and Associates

Managing Director

mccullough@montaguederose.com

(805) 372-0613 30700 Russell Ranch Road, Suite 250 Westlake Village

Eric Johnson

North America Procurement Council, Inc. PBC Data Manager

sourcemanagement@napc.me

(302) 450-1923 320 W. Ohio St., Suite 300

Chicago

Mary Miller

PWXPress

Municipal Advisory Services

bids@pwxpress.com

(408) 676-8941 1900 Coffeeport Rd

Jacksonville

RFP Team

randy.lacerona@resolvedcx.com

(212) 555-3947 1530 Wilson Blvd

Arlington

Allen Wong

VSCE

Associate VP Business Development

awong@vsceinc.com

(510) 500-4451 1939 Harrison Street, Suite 800

Oakland

Justin Siken

GOV ALPHA INC

President

contact@govalpha.com

(617) 692-0258 70 Washington Street

Brooklyn

Christine Rodgers Kosmont Companies

Vice President of Marketing

crodgers@kosmont.com

(424) 297-1070 1601 N. Sepulveda Blvd #382

Manhattan Beach

Siva Kumar N

Visual Infomedia

Municipal Advisory Services

techzone@visualinfomedia.com

(347) 480-1475 5C1 VCS Nagar 1st Street, GN mills Los Angelo

Ionut Paun

Instintell Institutional Investor Intelligence LimiteMdr

ionut.paun@pensionmandate.com

(212) 210-6983 Devonshire House 1 Mayfair Place LevelL1oLnodnodnon W1J 8AJ

Steave Walse

SevenOutsource

Other

rfpalerts@gmail.com

(051) 273-0141 113 Barksdale Professional Cen

Newark

Sarah Vine

MGBids.com

Municipal Advisory Services

primevendor123@gmail.com

(202) 208-7019 4622 Cedar Avenue #123

Wilmington

Source Management Source Management

Municipal Advisory Services

deltekplusonvia@gmail.com

(206) 373-9500 509 Olive Way Suite 400

Seattle

Mario Fefee

Meyers Nave

Marketing Coordinator

rfps@meyersnave.com

(213) 253-4476 707 Wilshire Blvd

Los Angeles

Gio Saravini

PWXPress

Municipal Advisory Services

quotes@gtechresearch.com

(406) 768-9412 1900 Coffeeport Rd

Jacksonville,

Paisley Strellis

Civic Edge Consulting

newbiz@thecivicedge.com

(415) 915-0511 101A Clay Street #267

San Francisco

Rachelle Brown

GERE ARCHITECTURE & DESIGN

CEO

RBROWN@GEREARCHITECTURE.COM

(303) 350-6841 301 Peridot Ct

Roseville

Eileen Maher

Marine Taxonomic Services

Principal

eileen.maher@nv5.com

(760) 410-8392 920 RANCHEROS DRIVE, STE F-1

SAN MARCOS

Mark Walsh

Walsh Financial, PC

President & Founder

mark@walshfc.com

(510) 457-8742 10732 Fallbrook Way

Oakland

Brian Walton

Beneficial State Bank

Vice President; Client & Treasury Manager bwalton@beneficialstate.com

(925) 949-6901 2101 Webster St. Ste 140

Oakland

Mark Walsh

Walsh Financial, PC

President & Founder

mark@walshfc.com

(510) 457-8742 10732 Fallbrook Way

Oakland

Tiasia OBrien

co:census

CEO

tiasia@seamsociallabs.com

(347) 388-4714 541 West 29th Street

New york

Caitlin Roeder

Urban37, Inc.

Operations Manager

marketing@urban37.com

(925) 359-5559 20212 Redwood Road #103C

CASTRO VALLEY

Adolpha Cole

CandidlySpeaking

CEO

adolpha@candidlyspeakingworldwide.org (213) 840-8329 PO Box 8743

San Jose

John Falcone

Entram corp

Owner

sayres628@gmail.com

(888) 888-0900 24124 Peachland Blvd, Port charlotte FLP3o3r9t5C4harlotte

Katherine

Frasca

Lee

klee@frascallc.com

(917) 734-9226 521 Madison Avenue

New York

Rick Edwards

Northern California Electrical Construction IndusLtarybo/ rNCCoEmCpI liance Officer

redwards@nceci.info

(925) 348-6237 7488 Shoreline Blvd, Suite A2

Stockton

Robert Pilgrim PE Acumen Building Enterprise, Inc

Ops Manager

robert.pilgrim@acumentransit.com

(510) 530-3029 7770 Pardee Lane

Oakland

Rajesh Adoni

CalFina

President & CEO

rajesh@calfina.net

(510) 205-8933 4652 Celia Ct

Fremont

Varun Gulati

Harbor IT

Director, Critical Infrastrucuture

varun.gulati@harborit.com

(304) 550-8135 2131 S Grove Ave

Ontario

COLETTE LUCKIE CORNERSTONE CONSULTING HR LLC

PRESIDENT

colette@cornerstoneconsultinghr.com

(510) 467-4114 275 5TH STREET, SUITE #417

SAN FRANCISCO

Matt Rasmussen EIP

matt.rasmussen@energyinfrapartners.com (347) 443-8956 720 SW Washington St.

Portland

State

Zip Code

Delaware

19711

California

92606

Florida

33431

California

94611

California

94605

California

95811

Oregon

97239-6104

California

94104

California

94111-4903

Georgia

30326

Georgia

30326

California

94611

California

94105

California

94133-4617

California

94104

California

91362

Illinois

60654

Florida

32208

Virginia

22209

California

94612-3614

New York

11201

California

90266

California

90001

New York

E203BS

Delaware

19711

North Carolina

28403

Washington

98101

California

90017

Florida

32208

California

94111

California

95678-1073

California

92069

California

94605

California

94612

California

94605

New York

10001

California

94546

California

95155

Florida

95437

New York

10022

California

95219

California

94621

California

94555

New Jersey

91761

California

94103

Oregon

97205

RFP No. 26-27/01, Municipal Advisory Services

Download List as of 07/09/2026

(RFP No. 26-27/01) Municipal Advisory Services

Alison Cantrell

MICHELLE SUGG

Bridgette DeShields

Nick Cawthon

Jennifer

Indigo M.

Mindy Craig

Ellen Hall

Andi Stanley

Bree Nicolello

Jennie Small

Lucy Jin

Janet Miller Evans

Corey McCullough

Gloria Crowell

Darcy Taylor

Sheri McIntosh

Jocelyn Mortensen

TRC Companies

Richards, Watson & Gershon

Integral Consulting Inc,

Gauge

Electris Consulting

SSP Data

BluePoint Planning

KNN

Municipal Resource Group, LLC

Espousal Strategies

WMH Corporation

Sperry Capital

Entevos LLC

Montague DeRose and Associates

Crowell & Associates

Ghirardelli Associates, Inc.

SDI Presence

Public Resources Advisory Group

Sr Director Proposals Management

HR MANAGER

Principal

Founder

Senior Consultant

RFP Manager

Principal/Owner

Public Finance Assistant

Business Manager

Director of Business Development

Director of Marketing

Associate

Founder and CEO

Managing Director

Owner

Business Development Manager

Proposal Manager

Senior Managing Director

effprocurement@trccompanies.com

msugg@rwglaw.com

bdeshields@integral-corp.com

nick@gauge.io

jen@electrisconsulting.com

indigo@ssp.com

mindy@bluepointplanning.com

ehall@knninc.com

astanley@solutions-mrg.com

bree@espousalstrategies.com

marketing@wmhcorporation.com

ljin@sperrycapital.com

janet@entevos.com

mccullough@montaguederose.com

croglo@pacbell.net

dtaylor@ghirardelliassoc.com

smcintosh@sdipresence.com

jmortensen@pragadvisors.com

(860) 385-6016 21 Griffin Road North

(213) 253-0432 350 South Grand Avenue, 37th Floor

(707) 953-8192 111 Park Place, Suite 208

(510) 542-7364 1620 San Jose Avenue

(415) 515-6209 120 Cambridge St

(510) 215-3426 1445 S 50th St Ste B

(510) 338-0373 1919 Addison Street, Suite 102

(510) 839-8200 2001 Addison Street, Suite 100

(916) 501-3748 PO Box 561

(310) 493-6661 1300 SW 6th Ave #307

(408) 971-7300 55 South Market Street, Suite 1200

(617) 417-9767 591 Redwood Highway, Suite 326

(415) 799-1751 453 winfield lane

(805) 372-0613 30700 Russell Ranch Road, Suite 250

(510) 913-5694 16 Maggiora Dr

(209) 914-7320 6601 Owens Court, Ste. 155

(630) 386-3120 200 E Randolph St Ste 3500

(510) 339-3212 1999 Harrison Street, Suite 1800

Windsor

Connecticut

LOS ANGELES

California

Richmond

California

Alameda

California

San Francisco

California

RICHMOND

California

Berkeley

California

Berkeley

California

Wilton

California

Portland

Oregon

San Jose

California

Mill Valley

California

Danville

California

Westlake Village California

Oakland

California

Pleasanton

California

200 E. Randolph St. SIluliinteoi3s500

Oakland

California

06095

90071

94801

94501

94134

94804-4628

94704

95693

97201

95113-2324

94941

94526

91362

94605-5338

94588

60601

94612

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Type	Title	Deadline	Status
RFP	(RFP No. 26-27/01) Municipal Advisory Services (RFP No. 26-27/01) Addendum No. 1 (Posted 07/10/2026)	07/30/2026 until 11:00 am [Pacific Time]	Current

(RFP No. 26-27/01) Municipal Advisory Services

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See also