[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-256404-105":53,"doc-detail-256404-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","marina-coast-water-district-financial-advisory-services-proposal-evaluation-matrix","MARINA COAST WATER DISTRICT-Financial Advisory Services-Proposal Evaluation Matrix","","This document is a Proposal Evaluation Matrix for Financial Advisory Services for the Marina Coast Water District. It compares five different providers: CSG Advisors, Fieldman Rolapp & Associates, KNN Public Finance, The PFM Group, and Urban Futures. The matrix evaluates each provider on completeness of proposal, professional qualifications of key personnel and references, and understanding of work scope, along with cost of services. Each provider is scored and ranked, with comments and references provided for further detail. The evaluation aims to guide the selection of the most suitable financial advisory service for the district's needs, likely related to municipal financing or refunding projects, as indicated by the detailed comments for each provider. Fieldman Rolapp & Associates received the highest ranking (1) with glowing references, while CSG Advisors ranked last (5) due to a lack of response on a key element.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/marina-coast-water-district-financial-advisory-services-proposal-evaluation-matrix/256404/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/marina-coast-water-district-financial-advisory-services-proposal-evaluation-matrix/256404.png","ImageObject",442,249,{"name":88,"@type":89},"Violet","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-20","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What are the key evaluation criteria for financial advisory services?","Question",{"text":108,"@type":109},"The key evaluation criteria include completeness of proposal, professional qualifications of key personnel and references, understanding of the scope of work, and cost of services.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which financial advisory firm was ranked highest and why?",{"text":113,"@type":109},"Fieldman Rolapp & Associates received the highest ranking (1) due to their experience and positive references, with the evaluation noting their specialization in water and wastewater financings and glowing references.",{"name":115,"@type":106,"acceptedAnswer":116},"What issues were noted with CSG Advisors' proposal?",{"text":117,"@type":109},"CSG Advisors did not provide analysis of the proposed refunding and had no response from references, leading to a lower ranking.",{"name":119,"@type":106,"acceptedAnswer":120},"What is the general experience level of the financial advisors evaluated?",{"text":121,"@type":109},"The financial advisors generally possess significant experience, with Fieldman Rolapp & Associates noted as having over 49 years in public finance, and CSG Advisors having over 42 years of experience in public finance.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},256404,1789303156,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":60,"file_id":134,"file_url":135,"file_type":136,"file_size":137,"view_count":9,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":138,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":129,"read_time":73},4398048950312,"https://ap-avatar.wpscdn.com/avatar/400002538284de19e3c?_k=1778320343897328908","cbCaig7kejfkR1ky","https://ap.wps.com/l/cbCaig7kejfkR1ky","pdf",128809,6,"English","# MARINA COAST WATER DISTRICT\n## Financial Advisory Services\n### Proposal Evaluation Matrix\n#### Provider Evaluation (Table)\n*   CSG Advisors\n*   Fieldman Rolapp & Associates\n*   KNN Public Finance\n*   The PFM Group\n*   Urban Futures\n\n# MARINA COAST WATER DISTRICT\n## Financial Advisory Services\n### Proposal Evaluation Sheet\n#### Firm: CSG Advisors Incorporated\n##### Completeness of Proposal\n*   Proposal Requirements\n*   Cover Letter\n*   Company Information\n*   Key Personnel\n*   Client References\n*   Firm Approach\n*   Compensation & Fees\n*   Acceptance Letter\n##### Experience of financial advisor for municipal water agencies in CA\n##### Professional qualifications of key personnel\n##### References\n##### Understanding of the scope of work\n##### Cost of Services\n*   2006 COP refunding\n\n# MARINA COAST WATER DISTRICT\n## Financial Advisory Services\n### Proposal Evaluation Sheet\n#### Firm: Fieldman Rolapp & Associates\n##### Completeness of Proposal\n*   Proposal Requirements\n*   Cover Letter\n*   Company Information\n*   Key Personnel\n*   Client References\n*   Firm Approach\n*   Compensation & Fees\n*   Acceptance Letter\n##### Experience of financial advisor for municipal water agencies in CA\n##### Professional qualifications of key personnel\n##### References\n##### Understanding of the scope of work\n##### Cost of Services\n*   2006 COP refunding","[{\"question\":\"What are the key evaluation criteria for financial advisory services?\",\"answer\":\"The key evaluation criteria include completeness of proposal, professional qualifications of key personnel and references, understanding of the scope of work, and cost of services.\"},{\"question\":\"Which financial advisory firm was ranked highest and why?\",\"answer\":\"Fieldman Rolapp \\u0026 Associates received the highest ranking (1) due to their experience and positive references, with the evaluation noting their specialization in water and wastewater financings and glowing references.\"},{\"question\":\"What issues were noted with CSG Advisors' proposal?\",\"answer\":\"CSG Advisors did not provide analysis of the proposed refunding and had no response from references, leading to a lower ranking.\"},{\"question\":\"What is the general experience level of the financial advisors evaluated?\",\"answer\":\"The financial advisors generally possess significant experience, with Fieldman Rolapp \\u0026 Associates noted as having over 49 years in public finance, and CSG Advisors having over 42 years of experience in public finance.\"}]","MARINA COAST WATER DISTRICT-Financial Advisory Services-Proposal Evaluation Matrix | PDF"]