Santa Clara Valley Transportation Authority (VTA) Opengov #S26082

VTA On-Call Financial Advisory and Strategic Consulting Services RFP

Santa Clara Valley Transportation Authority (VTA) is seeking qualified firms to provide on-call financial advisory and strategic consulting services. - Government Buyer: - Santa Clara Valley Transportation Authority (VTA), Finance Department - Procurement managed by Nicole Chapman, Procurement, Contracts and Business Development - Scope of Services: - On-call financial advisory and strategic consulting services - Excludes direct debt issuance, bond feasibility, swap management, and underwriting - Focus areas include: - Advanced financial modeling - Strategic capital investment plan support - Short range transit plan development - Capital plan management - Grant strategy and alternative delivery structuring - CFO business process optimization - Contract Structure: - Base term of three years - Two optional one-year extensions (up to five years total) - Notable Requirements: - Firms will be placed on an on-call list to provide services as needed - Evaluation based on qualifications, staffing, work plan, cost, and local firm preference - Electronic submission via OpenGov - Mandatory pre-proposal conference via Microsoft Teams - No specific OEMs or product part numbers are referenced, as this is a professional services procurement.

Description

This solicitation is an open request for proposals issued by the Finance Department of the Santa Clara Valley Transportation Authority (VTA) for on-call financial advisory strategic consulting services. Qualified firms are invited to submit proposals electronically via OpenGov by July 2, 2026. The project includes a mandatory pre-bid meeting conducted via Microsoft Teams and is classified under NAICS code 541611. The solicitation provides multiple attachments including the RFP document, cost proposal form, and contract form for prospective bidders.

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