CSFA01-25 - Financial Advisory Services

The California School Finance Authority (CSFA) has issued Request for Proposals #CSFA01-25 for Financial Advisory Services, seeking one or multiple firms to provide specialized consulting support for existing and new program development. The procurement targets firms with extensive experience in governmental practices, K-14 and community college funding, housing finance, public school operations, program development, conduit financing, public-private partnerships, and federal and state reporting requirements. Proposers must have a California office or demonstrate capacity to serve California clients, with at least three years of relevant experience in accounting, financial consulting, and capital market financing. The financial advisory services will support CSFA programs including the Charter School Facilities Program, Charter School Facility Grant Program, and Conduit Bond Financing Program. Evaluation criteria will weight proposals based on representative experience (25%), expertise of assigned personnel (35%), firm references and capacity (10%), and fees (30%). The proposal submission deadline is May 9, 2025, at 5:00 PM PT, with evaluation and intent to award expected in mid-May 2025.

The RFP includes several preference programs, offering a 5% preference for small businesses, disabled veteran business enterprises, and businesses located in targeted areas. Proposers must demonstrate comprehensive capabilities in supporting complex educational and financial programs across California's public education infrastructure. The total contract amount shall not exceed $500,000, with a potential additional $250,000 during an optional one-year extension. The contract will commence on July 1, 2025, with an initial two-year term and the option for a subsequent one-year extension. While no incumbent vendors are specifically identified, the procurement seeks firms with proven track records in public sector financial advisory services, particularly those with deep understanding of California's educational finance landscape. Qualified firms must showcase robust capabilities in navigating complex financial structures, regulatory environments, and strategic program development for educational and community development initiatives.