CON | RFQ2023-04A Arbitrage Rebate Consulting Svcs

On July 13, 2023, the Controller’s Office established a prequalified consultant list of firms (“Pool”) with demonstrated successful experience in Arbitrage Rebate Consulting Services, that are prequalified to enter into contract negotiations with the City and County of San Francisco (“City”). Pursuant to San Francisco Administrative Code Section 21.4 (d) (3), the City intends to re-open the pool. Firms prequalified under the existing pool are not required to take any action to remain prequalified under this midterm opener RFQ, but may choose to submit updated information regarding their qualifications. Should firms prequalified under the existing pool choose to submit an updated proposal, it will be subject to the new evaluation. New Proposers are also invited to submit Proposals to this midterm opener RFQ to be considered for prequalification for the pool.
This Request for Qualifications (hereinafter “RFQ” or “Solicitation”) is being issued by The Controller’s Office (hereinafter, “CON” or “City”). CON, on behalf of all City Departments, is seeking qualified suppliers (“Proposers”) to provide proposals (“Proposal”) for Arbitrage Rebate Consulting Services.
The City shall evaluate Proposals to create a Prequalified Pool of Proposers (“Prequalified Pool”). Proposers prequalified under this RFQ are not guaranteed a contract. The City may use the Prequalified Pool, at its sole and absolute discretion, on an as-needed basis. _________
Anticipated Term of Resulting Contracts A Resulting Contract awarded to the Prequalified Pool shall be non-exclusive, with an original term to be determined at the time of Contract award based on the awarding Department’s business needs, but shall not exceed ten (10) years.
Anticipated Not to Exceed Amount of Resulting Contracts The Not-to-Exceed (NTE) amount of a Resulting Contract awarded to the Prequalified Pool shall be determined at the time of Contract award based on the awarding Department’s business needs.
LBE Subcontracting Participation Requirements The LBE Subcontracting participation requirement for any contract awarded to a Contractor selected from the Prequalified Pool has been waived.
The requirements of the Local Business Enterprise and Non-Discrimination in Contracting Ordinance set forth in Chapter 14B of the San Francisco Administrative Code shall apply to this RFQ. For any questions related to LBE Certification information please contact the Certification Unit at contact@example.gov and/or visit https://www.sf.gov/get-certified-lbe.
Request for Qualifications (RFQ) Issuance - Monday, May 19, 2025
Deadline for RFQ Questions via email to contact@example.gov - Monday, May 26, 2025 at 3:00 pm PT
Answers to RFQ Questions Available at the SF City Partner Portal - Monday, June 2, 2025
Deadline for Courtesy Email for Intent to Respond via email to contact@example.gov - Wednesday, June 4, 2025
Deadline to Submit RFQ Proposals - Monday, June 9, 2025 at 3:00 pm PT
Notice of Intent to Establish Prequalified Pool - Thursday, July 17, 2025
Period for Protesting Notice of Intent to Establish Prequalified Pool - Within three (3) business days of the City's issuance of a Notice of Intent to Award.
*These dates are tentative and subject to change. It is the responsibility of the Proposer to check for any Addenda to this RFQ or other pertinent information posted in the City’s Supplier Portal. All times are Pacific Time (PT).
Pool Administrator: Austin Truong Email: contact@example.gov
For questions on How to become a Bidder and submit Proposal using SF City Partner Portal Job Aid: https://sfcitypartnersupport.sfgov.org/support/solutions/11000049605
User Support: https://sfcitypartner.sfgov.org/nlx3/pages/contact.aspx User Support tel. +1 (555) 000-0000 Mon – Fri: 8:30 am - 5:00 pm PT