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NHA ADVISORS, LLC
City of Pleasanton
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NHA ADVISORS, LLC
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Last modified
3/4/2026 3:30:37 PM
Creation date
3/4/2026 3:28:31 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
NHA ADVISORS, LLC
Contract Record Series
704-05
Munis Contract #
2026443
Contract Expiration
6/30/2026
NOTES
CONSULTANT PROVIDING PENSION STRATEGIES.
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City of Pleasanton <br />Pension Strategy Project <br />Proposal Evaluation Score Sheet <br />Name of Firm: Eide Bailly <br />Combined Score <br />J. O'Leary S. Hsieh Total <br />1. Understanding of the <br />engagement and the City's needs. <br />(Consider responsiveness to RFP <br />requirements - were all RFP <br />Minimum Content of Responses <br />addressed in proposal?) <br />( Maximum Score 20 pts)15 15 30 <br />2. Experience of the firm and the <br />proposed individuals; specifically <br />with experience in providing similar <br />services for other cities, which are <br />similar in size and scope. <br />( Maximum Score 20 pts)15 15 30 <br />3. Resources available to handle all <br />required tasks for financial <br />condition assessment services. <br />( Maximum Score 15 pts)15 15 30 <br />4. References from similar <br />engagements (similar size cities; <br />cities in California) <br />( Maximum Score 15 pts)15 13 28 <br />5. Fee Proposal <br />( Maximum Score 30 pts)25 25 50 <br />Total Score 85 0 83 168 <br />(Maximum of 100 pts) <br />Docusign Envelope ID: BB80A86F-2853-4F40-B02D-18F5B9DD615F
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