RFSQ - Financial Advisor Services for SLC School District

The Salt Lake City School District (SLCSD) has issued a Request for Statements of Qualification (RFSQ TB2648-FA) to solicit qualified registered municipal advisor financial firms to provide comprehensive financial advisor services under a five-year contract. The procurement encompasses general financial advice and analysis, capital and debt financing support, bond market information and analysis, assistance in bond rating preparation and rating visits, and support in investor negotiations. Prospective vendors must be registered municipal advisors and must address mandatory minimum requirements including professional licensing, confidentiality agreement acceptance, conflicts of interest disclosure, and availability for interviews. The evaluation utilizes a weighted point system totaling 1,000 points across multiple technical criteria categories, including company experience and key personnel qualifications (20 percent), references (10 percent), K-12 public school experience (15 percent), approach to scope of work (15 percent), approach to general financial advisor services (12.5 percent), construction and real estate advisory capability (12.5 percent), presentation and materials development approach (10 percent), bonding-related services approach (2.5 percent), and value-added services (2.5 percent). Vendors must achieve a minimum threshold of 750 points to pass evaluation. Statements of Qualifications, limited to 30 pages maximum, must be submitted through the Bonfire system by March 16, 2026. Interviews and presentations may be conducted the week of March 30, 2026, via Zoom or Microsoft Teams for vendors meeting minimum score thresholds. All questions concerning the solicitation must be submitted through the Bonfire platform during the designated question and answer period, with official responses issued exclusively through Bonfire or authorized addenda.

No specific set-aside designations or disadvantaged enterprise restrictions are identified in this procurement opportunity. The SLCSD has indicated a preference for vendors located in the State of Utah, though this does not appear to be a mandatory requirement. No incumbent vendors or current contractors are identified in the available documentation. Pricing information will not be solicited during Stage 1 of the two-stage process; instead, fee negotiations will occur during Stage 2 exclusively with the highest-scoring vendor based on qualifications evaluation. All pricing must be guaranteed for two years, with any subsequent price adjustment requests requiring at least 45 days' notice and equal guarantee periods. If fair and reasonable contract terms cannot be negotiated with the highest-scoring vendor, the SLCSD will proceed to negotiate with the next highest-scoring vendor. The specific contract value or budget range has not been disclosed in the available RFSQ documentation.