Request #17-23
  Closed

We are writing with respect to the Request for Proposal for Bond Underwriting Services (RFP No. 16-17/06) released by the Port of Oakland on October 14, 2016 and due on November 4, 2016 (the "RFP").

Pursuant to the California Public Records Act Government Code Section 6250 Et Seq., (the "Public Records Act") we are requesting copies of the written proposals submitted by all bidders and received by the Port of Oakland in response to the RFP.  We are also requesting copies of the scores and rankings of each proposal submitted in response to the RFP.

Please let us know if you need anything additional in order to produce such records in response to this request.


Received

March 3, 2017 via web


Due

April 21, 2017


Departments

Purchasing


Requester

Doug Bird

Documents

Public

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Staff

Point of Contact

Eugene Park

Request Closed   Hide Public

Dear Mr. Bird – Thank you for payment of scanning costs.  We have released all requested documents.  We redacted names of the Port purchasers from the proposals, and redacted names of Evaluators and their affiliated Department from the bid evaluations, because of the strong public interest in not disclosing how the Port assigns purchasers and evaluators so that the Port may ensure it receives proposals that do not unduly target individual such purchasers and evaluators. This interest outweighs the public interest in disclosing individual names, especially since the remainder of the evaluation and proposal information is available. (Gov. Code § 6255.)  Certain proposals have also been further redacted (as indicated in the filename) to exclude proprietary and/or trade secret information that were identified by the proposers.  (Gov. Code § 6254(k); Evid. Code § 1060; Civ. Code § 3426.1(d).)

 

Thank you again for your request.

 

Request for Cure & Correction: We hope this response is satisfactory to you.  If you believe the Port has failed to comply with the Public Records Act, you may submit a written Request for Cure and Correction to the Secretary of the Board.  This Request must be filed within 90 days of the alleged noncompliance.  The Office of the Port Attorney will investigate all Requests and respond within 30 days.  For further information, please refer to the "Frequently Asked Questions" section on the Port's Public Records webpage.

April 19, 2017, 3:19pm
Document(s) Released Public
RFP 16-17-06 Piper Jafray.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Hiltop Securities.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Hutchinson Shockey Erly.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 JP Morgan.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Jeffries.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Loop Capital Markets.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Merrill Lynch-redacted.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Mesirow Financial.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Morgan Stanley.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Alamo Capital.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 RBC Capital Markets.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Rice Financial.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Siebert Cisneros-redacted.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Stern Brothers.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Stifel.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Wells Fargo.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Williams Capital Group-redacted.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Ziegler.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Academy Securities.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Backstrom McCarley.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Blaylock.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Citigroup Global Markets.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Drexel Hamilton.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Estrada Hinojosa.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 FTN Financial.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Fidelity Capital Markets.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Goldman Sachs.pdf
April 19, 2017, 3:18pm
Document(s) Released Public
RFP 16-17-06 Great Pacific Securities.pdf
April 19, 2017, 3:18pm
Due Date Changed Public
Due date changed from 04/07/2017 to 04/21/2017. Extending due date while the Port waits for payment from requester for scanned copies of proposals before releasing.
April 7, 2017, 9:36am
Due Date Changed Public
Due date changed from 03/31/2017 to 04/07/2017. To allow for time from proposers re: release of their proposals
March 16, 2017, 5:34pm
Due Date Changed   Details Public
Due date changed from 03/13/2017 to 03/31/2017. Dear Mr. Tobin - We released the evaluation information. Note, on the bid evaluations, names of Evaluators and their affiliated Department have been redacted because of the strong public interest in not disclosing how the Port assigns evaluators so that the Port may ensure it receives proposals that do not unduly target individual evaluators. This interest outweighs the public interest in disclosing individual names, especially since the remainder of the evaluation criteria and scoring is available. (Gov. Code § 6255.) We still require more time to respond re: the copies of the proposals. Someone from the Port will be contacting you to discuss further. In the meantime, we are extending the due date for this request accordingly. Thank you.
March 10, 2017, 3:20pm
Document(s) Released Public
16-17-06 Bond Underwriting Eval Sheet (Sr Mngr).pdf
March 10, 2017, 3:18pm
Document(s) Released Public
16-17-06 Bond Underwriting Eval Sheet (Co Mngr).pdf
March 10, 2017, 3:18pm
Request Published Public
March 3, 2017, 3:29pm
Department Assignment Public
Added: Purchasing. Removed: Finance.
March 3, 2017, 2:59pm
Department Assignment Public
Finance
March 3, 2017, 2:49pm
Request Opened Public
Request received via web
March 3, 2017, 2:49pm
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