FINANCIAL SERVICES

Project Title FINANCIAL SERVICES Invitation # RFP 23-020 Bid Posting Date 05/25/2023 9:39 PM (PDT) Project Stage Bidding Bid Due Date 06/27/2023 5:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Response File General Attachment Type of Award Lump Sum Categories 525990 - Other Financial Vehicles 541611 - Administrative Management and General Management Consulting Services 561110 - Office Administrative Services 921130 - Public Finance Activities 926120 - Regulation and Administration of Transportation Programs 926130 - Regulation and Administration of Communications, Electric, Gas, and Other Utilities 523999 - Miscellaneous Financial Investment Activities License Requirements Department Purchasing Address 701 E. Carson Street 144 Carson, California 90749 County Los Angeles Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration Bid Bond Bid Bond 0.00% Payment Bond 0.00% Performance Bond 0.00% Pre-Bid Meeting

Information Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 06/08/2023 2:00 PM (PDT) Contact Information Contact Info Shelly Root 310-830-7600 sroot@carsonca.gov Bids to Owner's Agent Description Scope of Services The City of Carson is seeking a qualified financial advisor, referred to herein as “Consultant,” to provide important financial services to the City’s Finance Department, consisting of the following Divisions: Budget, Revenue/Business License, Purchasing, and Accounting. The City of Carson was incorporated as a California general law city on February 20, 1968. On November 6, 2018, with the City's voters’ approval, the City of Carson became a California chartered city. Carson is considered one of the youngest municipalities in the South Bay region of Los Angeles County. Carson is located less than 20 miles south of downtown Los Angeles and is considered part of the South Bay section of Los Angeles County. The City’s acreage is 19.2 square miles, and has grown considerably, beginning with a population of 61,000 in 1968 and with a current population of close to 100,000 residents. Other Details Notes NOTE: ALL RESPONSES MUST INCLUDE THE VENDOR NAME, COMPANY ADDRESS AND REFERENCE THE RFP NO. ON THE DOCUMENTS. Special Notices Local Programs & Policies This RFP does not commit the City of Carson to award a contract or to pay any cost incurred in the preparation of any response to the RFP. All responses to this RFP become the property of the City. At such time a selection is made, all responses submitted become a matter of public record and shall be regarded as such, with the exception of those elements in responses which are trade secrets or proprietary, marked as such, and otherwise exempt from disclosure under the Public Records Act. Any changes to the RFP requirements will be made by addendum. Unless expressly stated otherwise, documents must be uploaded in PDF format. It is the Proponent’s responsibility to ensure qualification documents are properly and timely received. Qualifications that are missing pages, cannot be opened, etc. may be considered nonresponsive. It is the Proponent’s sole responsibility to contact the City’s online bid management provider (Planet Bids at 818-992-1771) to resolve any technical issues related to electronic bidding, including (but not limited to) registering as a vendor, updating passwords, updating profiles, uploading/downloading documents, submitting an electronic bid/proposal, etc. All questions or requests for interpretation regarding this RFP solicitation must be submitted online through Planet Bids within the date and time specified. Proposers are not to contact City personnel or Elected Officials with any questions or clarifications concerning this RFP other than through Planet Bids. Any City response for this RFP that is not posted through Planet Bids is unauthorized and will be considered invalid. Bidder is solely responsible for “on time” submission of their electronic bid. The Bid Management System will not accept late bids and no exceptions shall be made. Bidders will receive an e-bid confirmation number with a time stamp from the Bid Management System indicating that their bid was submitted successfully. The City will only receive those bids that were transmitted successfully. NOTE: E-Bids are sealed and cannot be viewed by the City until the closing date and time. If you need to withdraw your bid, you may do so any time before the bid deadline, by going back into the system and selecting “withdraw”. Place eBid