Opportunity
Sacramento Regional Transit District PlanetBids #2026042
SacRT Solicits Financial Advisory Services for 5-Year Indefinite-Quantity Contract
Posted
August 28, 2026
Respond By
September 25, 2026
Identifier
2026042
NAICS
523930
The Sacramento Regional Transit District (SacRT) is seeking qualified contractors to provide Financial Advisory Services for a 5-year indefinite-quantity contract valued at up to $100,000. - Government Buyer: - Sacramento Regional Transit District (SacRT), Procurement Services Department - Contact: Lauren Martinez, Senior Procurement Analyst - Scope of Services: - Credit rating management and advisory - Rating agency relations, including preparing materials and presentations - Long-term strategic financial planning - Debt management, including evaluation of financing alternatives and negotiation of debt facilities - Preparation of reports and recommendations for SacRT management and Board of Directors - Participation Preferences: - Small Business Enterprises (SBE) and Local Business Enterprises (LBE) are strongly encouraged to participate - Point preferences for SBE and LBE certified bidders (10% each, 20% combined) - Notable Requirements: - Robust insurance coverage (general liability, auto, workers compensation, professional liability) - Non-discrimination policy compliance - Electronic proposal submission via PlanetBids Vendor Portal - Estimated Contract Value: - Up to $100,000 over 5 years - No specific OEMs or product part numbers are named in this solicitation - Potential competitors include well-known financial advisory firms with public sector experience
Description
Sacramento Regional Transit District (SacRT) is soliciting quotes from qualified contractors to provide Financial Advisory Services. The services include credit rating management, rating agency relations, and long-term strategic financial planning. The contract duration is 5 years, and proposals must be submitted electronically by September 25, 2026. SacRT encourages participation from Small Business Enterprises (SBE) and Local Business Enterprises (LBE) and provides point preferences for meeting participation goals.