Government Contract | California
FINANCIAL ADVISORY SERVICES

Bid Information


Bid Alert No: 00000446080

Bid Title: FINANCIAL ADVISORY SERVICES

Agency Bid No. Title: CSFA03-15

Received Date: 12/22/2015

Close Date: 01/05/2016

Purchase Type: Not Stated

Delivery Point: Sacramento, California

Delivery Date: Not Stated

Special Notices: Bidder Preregistration

Specifications

Specifications include, but are not limited to:The financial advisor(s) will be assist the Authority on an "as-needed" basis toperform a wide range of services for all Authority programs listed in the ProgramOverview section, throughout the proposed contract period. Services may includebut are not limited to:a. General Advisory Services (conceptual review, pending future executiveapproval)1) Assist in the review and analysis of legislation impacting the Authority'sprograms, charter schools, or capital market financing;2) Assist in review and analysis of proposed program regulations as they relateto state and federal law;3) Assist in the streamlining of monthly reconciliation of program funds;4) Assist in developing tools for forecasting and developing sound projectionsfor program funds;5) Assist in the preparation of presentations for board meetings, workshops,conferences;6) Assist with the development and preparation of statistical information andreports;7) Assist in, or perform, the financial analysis of current and proposed programs;

Bid Related Documents

Download Document

Product Code: 94648

Agency Information


Issuing Agency: State of California - Office of the State Treasurer

State: California

Agency Type: State and Local

Contact: Katrina Johantgen California School Finance Authority, 915 Capitol Mall, Room 101, Sacrarnento, California, 95814

Email: kjohantgen@treasurer.ca.gov

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