On-Call Financial Advisory Strategic Consulting Services

Agency:	Santa Clara Valley Transportation Authority
State:	California
Type of Government:	State & Local
NAICS Category:	541611 - Administrative Management and General Management Consulting Services 541618 - Other Management Consulting Services
Posted Date:	Jun 7, 2026
Due Date:	Jul 2, 2026
Solicitation No:	S26082
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Project ID: S26082

Title: On-Call Financial Advisory Strategic Consulting Services

Addenda: 0

Release Date: 6/5/2026

Due Date: 7/2/2026

Solicitation

Finance

541611

Project ID: S26082

Release Date: Friday, June 5, 2026

· Due Date: Thursday, July 2, 2026 2:00pm

Posted Friday, June 5, 2026 8:35am

All dates & times in Pacific Time

Draft Response Events RSVP No Bid24 days, 19 hours, 31 minutes

Post Information

Posted At:Fri, Jun 5, 2026 8:35 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No

Overview

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

Solicitation Publication Date:

June 5, 2026

Virtual Pre-Proposal Conference (Non-Mandatory):

June 12, 2026, 2:00pm

Agenda

Microsoft Teams:
Meeting ID 241 818 027 372 872
https://teams.microsoft.com/meet/241818027372872?p=kHhx8BUfjOAlzQeN0d

Deadline to Submit Questions:

June 15, 2026, 2:00pm

Deadline to Submit Proposal:

July 2, 2026, 2:00pm

Interviews:

August 10-12, 2026

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.

This page summarizes the opportunity, including an overview and a preview of the attached documents.

* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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On-Call Financial Advisory Strategic Consulting Services

Attachment Preview

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