RFP.pdf

This is a Request for Proposal (RFP #CSFA 04-15) issued by the California School Finance Authority (CSFA) for Financial Advisory Services. The RFP seeks to obtain financial advisory services for CSFA's various charter school funding programs, including the State Charter School Facilities Incentive Grants Program, Charter School Facilities Program, Charter School Facilities Credit Enhancement Grant Program, Charter School Facility Grant Program, Conduit Financing Program, and Charter School Revolving Loan Program. Proposals are due by April 27, 2016 at 5:00 PM PST, with three printed copies required to be submitted to CSFA's Sacramento office. The contract term is two years from June 9, 2016 through June 8, 2018, with a one-year extension option.

The maximum contract amount is not to exceed $400,000. Pricing is based on blended hourly rates for professional services and separate hourly rates for support services. The evaluation criteria includes Level of Representative Experience (25%), Expertise of Assigned Personnel (35%), Firm References and Capacity to Serve (10%), and Fees (30%). Small businesses receive a 5% bid preference, and there is a 5% preference available for non-small businesses committing to subcontract 25% to certified small businesses. The DVBE participation requirement has been waived for this program. Proposers must have an office in California or demonstrate capacity to serve California clients and have at least three years of experience in governmental accounting/financial consulting relevant to school finance.