On-Call Financial Advisory Strategic Consulting Services
| Location: | California |
|---|---|
| Posted: | Jun 25, 2026 |
| Due: | Jul 10, 2026 |
| Agency: | Santa Clara Valley Transportation Authority |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | S26082 |
| Publication URL: | To access bid details, please log in. |
Project ID: S26082
Title: On-Call Financial Advisory Strategic Consulting Services
Addenda: 1
Release Date: 6/5/2026
Due Date: 7/10/2026
Post Information
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Summary
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.
Timeline
Meeting ID 241 818 027 372 872
https://teams.microsoft.com/meet/241818027372872?p=kHhx8BUfjOAlzQeN0d
Attachment Preview
VIRTUAL PRE-PROPOSAL CONFERENCE AGENDA
RFP S26082
via Microsoft Teams
Friday, June 12, 2026 at 2:00 p.m.
I. WELCOME/INSTRUCTIONS
Alexandria SpitsWarnars, Contracts Administrator II
* Preliminary Information: Section 1.2 About this RFP Page 1
* Questions & Answers: Monday, 6/15/2026 at 2:00 p.m. Page 8.
* Proposal Due Date: Thursday, 7/2/2026 at 2:00 p.m. Page 8.
* Exceptions to the Agreement Page 15.
2.15.2 Conditional Proposals: Conditional Proposals, or those which take exception
to the Contract Documents, are not allowed and may be rejected by VTA in its sole
discretion.
* Scope of Work: Section 1.8 Description of Services Page 3.
* Basis of Award: Section 3.1.2 Evaluation Criteria Page 18.
* Interviews: August 10-12, 2026 Page 8.
* Indemnification and Insurance Requirements:
Form of Contract, Exhibit 3, GC-6 Page 42.
Form of Contract, Exhibit 13, D(7) Page 91.
Form of Contract, Exhibit 9 Page 72.
* Proposal Submittals and Forms: Page 25.
II. SBE/DBE Policy Page 11.
Amanuel Teweldu, Office of Business Diversity Programs
Form of Contract, Exhibit 6 Page 63.
III. PROJECT OVERVIEW/SCOPE OF WORK Page 3.
Brian Tison, Project Manager
IV. QUESTIONS & ANSWERS
All questions asked at the Pre-Proposal Conference are informal. Please submit any questions
you feel are important to the OpenGov solicitation page by 2:00 p.m. on Monday,
6/15/2026.
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