Financial Advisory Services

The City of Phoenix has issued a solicitation (RFQu-26-0189) for Financial Advisory Services with a contract term commencing on or about October 1, 2026, and extending for five years, with an option for the City to extend at its discretion. The scope of work encompasses a broad range of financial advisory functions, including long-term financial and capital planning, evaluation of developer proposals, creation and implementation of special financing districts, as well as debt and investment advisory services. Deliverables include financial plans, feasibility analyses, structuring of debt offerings, official disclosures, and ongoing consulting, all requiring City approval and conforming to applicable federal, state, and local regulations including MSRB and SEC standards. The contract is conditioned on City Council award and recording by the City Clerk’s office and is subject to termination upon the expiration of the term or per contract provisions. Proposals will be evaluated based on a detailed set of criteria focusing primarily on experience, qualifications, compliance history, staffing, and specific service category expertise. Technical factors weigh heavily (90%) in the evaluation, with price considerations accounting for the remainder, under a best-value trade-off methodology rather than lowest-price technically acceptable. The City requires all communications and documents in English, mandates rigorous background screening and licensing compliance for personnel (including Series 50, 54, 65, 7, and 66 licenses), and enforces strict nondiscrimination and conflict-of-interest provisions. Invoicing is to be submitted electronically in PDF format, and the City reserves discretion in ordering methods, contract amendments, and personnel acceptance. No packaging, labeling, or federal acquisition regulation (FAR)-style clauses are directly applied; instead, local City procurement terms govern. The solicitation process is conducted via the City’s Procurement Portal, and the contract imposes significant security, confidentiality, and compliance obligations on the contractor and any subcontractors.