Underwriting Services (R22-0004)

Agency: Alameta County Congestion Management Agency
State: California
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Oct 14, 2021
Due Date: Nov 5, 2021
Solicitation No: R22-0004
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Underwriting Services (R22-0004) October 13, 2021 at 5:30 p.m.

The Alameda County Transportation Commission (Alameda CTC) is seeking a statement of qualifications (SOQ) from qualified consultants to serve as senior managing underwriter and/or one or more co-managing underwriters for fixed rate debt financing transactions related to the Measure BB transportation sales tax program. The product of the SOQ will be to develop a list of pre-qualified firms and also may include selection of the top ranked firm(s) for Managing Underwriter Services or Co-Managing Underwriter Services for the first Measure BB bond issuance. The performance period will include the time period required to complete the entire process of each upcoming bond transaction related to the Measure BB transportation sales tax program the first of which is anticipated to commence in January 2022.

Contracts will be funded with vehicle registration fees (VRF), Measure B, and/or Measure BB funds, or such funds in combination with other local funds. As such, the Alameda CTC Local Business Contract Equity (LBCE) Program will apply. The LBCE Program’s goals for professional services are 70.0% for Local Business Enterprise (LBE) firms and 30.0% for Small Local Business Enterprise (SLBE) firms. Contracts are not subject to Disadvantaged Business Enterprise requirements. These are goals, not requirements, for the resulting contract(s), and accordingly, firms that do not meet these goals remain eligible for the list of pre-qualified firms and for selection as the top ranked firm or firms.

RFQ Documents

Sole Point of Contact
Alastair Powell
apowell@alamedactc.org

Attachment Preview

REQUEST FOR QUALIFICATIONS
FOR
UNDERWRITING SERVICES
ALAMEDA CTC RFQ NO. R22-0004
October 13, 2021
The Alameda County Transportation Commission (Alameda CTC) is seeking a statement of qualifications
(SOQ) from qualified consultants to serve as senior managing underwriter and/or one or more co-managing
underwriters for fixed rate debt financing transactions related to the Measure BB transportation sales tax
program. The product of the SOQ will be to develop a list of pre-qualified firms and also may include selection
of the top ranked firm(s) for Managing Underwriter Services or Co-Managing Underwriter Services for the first
Measure BB bond issuance. The performance period will include the time period required to complete the entire
process of each upcoming bond transaction related to the Measure BB transportation sales tax program the first
of which is anticipated to commence in January 2022.
Contracts will be funded with vehicle registration fees (VRF), Measure B, and/or Measure BB funds, or such
funds in combination with other local funds. As such, the Alameda CTC Local Business Contract Equity
(LBCE) Program will apply. The LBCE Program’s goals for professional services are 70.0% for Local Business
Enterprise (LBE) firms and 30.0% for Small Local Business Enterprise (SLBE) firms. Contracts are not subject
to Disadvantaged Business Enterprise requirements. These are goals, not requirements, for the resulting
contract(s), and accordingly, firms that do not meet these goals remain eligible for the list of pre-qualified firms
and for selection as the top ranked firm or firms.
Responses should be submitted in accordance with the requirements and instructions set forth in this Request
for Qualifications (RFQ). The RFQ documents have been posted on the RFQ Web Page below. To sign up for
optional email notifications of important updates regarding this RFQ only, please use the RFQ Registration
Form below.
SOQ submittals are due on Friday, November 5, 2021, at 12:00 p.m. PT.
RFQ Web Page: www.alamedactc.org/contracting-opportunities
RFQ Registration Form: https://forms.gle/JKoPqiHo8kc9Y1fa6
Reference Questionnaire: https://forms.gle/HAAMxJ54HJcG69wA8
Should you have any questions, please email Alastair Powell, the Sole Point of Contact for this RFQ, at
apowell@alamedactc.org. Thank you for your interest.
Sincerely,
Patricia Reavey
Deputy Executive Director of Finance and Administration
cc: Alastair Powell, Associate Administrative Analyst
This Page Intentionally Left Blank
Alameda County Transportation Commission
REQUEST FOR QUALIFICATIONS
For
Underwriter Services
Alameda CTC RFQ No. R22-0004
Date Issued: Wednesday, October 13, 2021
Alameda County Transportation Commission
1111 Broadway, Suite 800
Oakland, California 94607
Alameda County Transportation Commission
REQUEST FOR QUALIFICATIONS Alameda CTC RFQ No. R22-0004
TABLE OF CONTENTS
INTRODUCTION
1
SECTION I
3
1. GENERAL CONDITIONS
3
2. CONTRACT REQUIREMENTS
7
3. LOCAL BUSINESS CONTRACT EQUITY PROGRAM
8
SECTION II
9
1. RFQ INFORMATION
9
2. SOQ CONTENT AND FORMAT
11
3. SOQ EVALUATION/CRITERIA
16
APPENDICES
20
A. PRELIMINARY SCOPE OF SERVICES
21
B. REFERENCE MATERIALS
23
C. REQUIRED FORMS INCORPORATED BY REFERENCE
24
D. INSURANCE REQUIREMENT FORM
25
Alameda County Transportation Commission
REQUEST FOR QUALIFICATIONS Alameda CTC RFQ No. R22-0004
INTRODUCTION
The Alameda County Transportation Commission (Alameda CTC) is a joint powers agency which
plans, funds and delivers a broad spectrum of transportation projects and programs to enhance
mobility throughout Alameda County, as the successor to three previous agencies: Alameda County
Transportation Authority (ACTA), Alameda County Transportation Improvement Authority
(ACTIA) and Alameda County Congestion Management Agency (ACCMA).
ACTA was created by the approval of Measure B by Alameda County voters in November 1986.
Measure B authorized the imposition of a half-cent sales and use tax in the County for a period of 15
years, the proceeds of which were principally reserved for highway improvements, local transportation
improvements, and transit funding in the County.
In November 2000, prior to the expiration of the first Measure B, the Alameda County Board of
Supervisors placed a new Measure B on the ballot and Alameda County voters approved the measure
with 81.5% support. The 2000 Measure B authorized the extension of the collection and expenditure
of a half-cent sales and use tax for a period of 20 years, in order to address major transportation needs
and congestion in Alameda County. ACTIA was instituted to administer the new Measure B funds, as
detailed in the 2000 Transportation Expenditure Plan, including contract oversight, policy direction,
financing, investment management, and coordinating projects with regional transit and transportation
agencies and other Project Sponsors.
Although ACTA stopped collecting sales taxes in 2002, the agency continued its function to complete
certain unfinished projects. On June 24, 2010, the ACTA Board adopted a resolution to transfer all of
ACTAs assets, responsibilities, functions and liabilities to ACTIA, effective on July 1, 2010, and to
terminate ACTA following the completion of the transfer process.
ACCMA was created in 1991 by a joint powers agreement between Alameda County and all its
incorporated cities. ACCMAs goals, duties and composition enabled the local government to better
address the complex problem of traffic congestion. ACCMA was responsible for planning,
programming, and coordinating Federal, State, and Regional funds for transportation projects within
Alameda County.
One such planning effort by the ACCMA evolved into a capital project, the Sunol Smart Carpool
Lane Project. The Sunol Smart Carpool Lane Joint Powers Authority (Sunol JPA) was created in
February 2006, pursuant to a Joint Exercise of Powers Agreement between ACCMA, ACTIA and the
Santa Clara Valley Transportation Authority. The Sunol JPA was formed to plan, design and construct,
and then administer the operation of a value pricing HOV program on the Sunol Grade segment of
Interstate 680 in Alameda and Santa Clara Counties. The Sunol JPA began project operations when
the I-680 Southbound Express Lane was opened to traffic on September 20, 2010. The Sunol JPA
will also operate the I-680 Northbound Express Lane when the facility is opened to the general public
for revenue operations in the near future. Alameda CTC serves as the Managing Agency for the Sunol
JPA.
In early 2010, ACTIA, ACCMA, the County of Alameda, the fourteen incorporated cities within
Alameda County, the Bay Area Rapid Transit District (BART), and the Alameda-Contra Costa Transit
District each took actions required to create a new joint powers agency known as Alameda CTC,
which combined the roles of ACCMA and ACTIA.
On June 24, 2010, the Boards of ACTIA and ACCMA gave the final approval required to create
Alameda CTC. After a transition period required to accomplish certain administrative matters, at the
close of business on February 29, 2012, ACTIA and ACCMA were both terminated, and Alameda
CTC was designated as the successor to both agencies. Alameda CTC is responsible for all of the
1

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