Financial Advisory Services

The California School Finance Authority (CSFA) has issued Request for Proposal #CSFA04-15 seeking financial advisory services for 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, and several other charter school-related financial initiatives. The procurement requires proposers to submit three printed copies to CSFA's Sacramento office by April 27, 2016 at 5:00 PM PST, with a targeted contract term of two years from June 9, 2016 through June 8, 2018, including a potential one-year extension option. Proposers must have a California office or demonstrate capacity to serve California clients and possess at least three years of experience in governmental accounting and financial consulting specific to school finance. The evaluation criteria will comprehensively assess proposals across four key areas: Level of Representative Experience (25%), Expertise of Assigned Personnel (35%), Firm References and Capacity to Serve (10%), and Fees (30%). Professional services will be priced using blended hourly rates, with separate rates established for support services.

The RFP provides specific preferences for small businesses and those committed to subcontracting, including a 5% bid preference for small businesses and an additional 5% preference for non-small businesses that commit to subcontracting 25% to certified small businesses. The Disabled Veteran Business Enterprise (DVBE) participation requirement has been waived for this specific program. The maximum contract value is set at $400,000, which will cover the comprehensive financial advisory services across multiple charter school funding programs. Proposers will need to demonstrate significant expertise in governmental financial consulting, with a particular focus on school finance mechanisms and charter school funding strategies. The solicitation seeks a vendor capable of providing sophisticated financial advisory services that can support CSFA's complex charter school financing initiatives, with a clear emphasis on experience, technical competence, and cost-effectiveness.