When is the submission deadline?

Submissions are due September 25, 2026. Questions must be submitted by September 11, 2026.

What is the budget for this RFP?

The published budget is $100,000.

It was issued by Sacramento Regional Transit District. The work is located in Sacramento, California, United States.

Who is a good fit for this opportunity?

Financial advisory firm with expertise in municipal finance and public-sector clients. Demonstrated experience managing credit ratings and rating agency relationships. Strong capabilities in strategic financial planning, debt management, and financing analysis. Experience advising on revolving credit facilities, borrowing strategies, refinancing, and restructuring. Ability to prepare executive-level financial analyses, presentations, and recommendations. Capacity to provide ongoing advisory support throughout a five-year engagement.

Financial Advisory Services (Due September 25, 2026)

Overview

Financial, Legal, HR & Staffing

Sacramento, California, United StatesPosted: August 29, 2026Deadline: September 25, 2026

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SUMMARY

A Sacramento government authority is seeking a financial advisor for credit rating management, rating agency relations, and long-term financing strategy. The anticipated contract term is five years.

KEY REQUIREMENTS

Must possess demonstrated experience in debt management, capital financing, credit rating strategies, and public transit agency financing
Must have a physical place of business within Sacramento, El Dorado, Placer, Sutter, Yolo, or Yuba counties to qualify as an LBE
Must be certified as an SBE by the California Department of General Services or another public agency to qualify as an SBE
Must submit SBE/LBE Form 1a with the proposal to claim a preference
Must maintain minimum insurance requirements including $1,000,000 Commercial General Liability, $1,000,000 Commercial Business Auto, and $5,000,000 Professional Liability
Must appoint a registered agent in California within 10 days of contract award if an out-of-state contractor
Must provide an hourly rate list for all staff performing services under the contract
Must honor all rates included in the proposal for the 5-year term of the contract

BUDGET

Verified

$100,000

CONTRACT DURATION

60 months

TIMELINE

Questions due by September 11th, 2026.

Proposals due by September 25th, 2026.

QUESTION DEADLINE

September 11, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Sacramento Regional Transit District

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DESCRIPTION

The government authority in Sacramento, California, seeks a financial advisory firm to provide support in credit rating management, rating agency relations, and long-term strategic financial planning. The selected provider will advise on matters affecting the authority’s credit ratings and overall credit profile, assist with meetings and conference calls involving rating agencies, and develop or review presentations, briefing documents, and related materials.

The provider will monitor municipal finance and credit market developments, recommend strategies to strengthen relationships with rating agencies, and deliver other related advisory services requested by agency staff. Services will also include strategic financial planning and funding analyses, evaluation of financing and borrowing alternatives, and advice concerning revolving debt facilities, lines of credit, and other financing arrangements.

Additional responsibilities may include advising on the issuance, sale, refinancing, restructuring, or management of authorized debt obligations; supporting projects unrelated to debt issuance; and preparing reports, analyses, presentations, and recommendations. The contract period will be five years.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 25, 2026. Questions must be submitted by September 11, 2026.
What is the budget for this RFP?: The published budget is $100,000.
Who issued this RFP?: It was issued by Sacramento Regional Transit District. The work is located in Sacramento, California, United States.
Who is a good fit for this opportunity?: Financial advisory firm with expertise in municipal finance and public-sector clients
Demonstrated experience managing credit ratings and rating agency relationships
Strong capabilities in strategic financial planning, debt management, and financing analysis
Experience advising on revolving credit facilities, borrowing strategies, refinancing, and restructuring
Ability to prepare executive-level financial analyses, presentations, and recommendations
Capacity to provide ongoing advisory support throughout a five-year engagement

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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