Request For Proposal: Endowment Financial Planning Services

The City of Sierra Vista is soliciting proposals for Endowment Financial Planning Services to support the San Pedro Riparian National Conservation Area MOU Adaptive Management Committee and the Cochise Conservation and Recharge Network. The primary objective is to identify funding sources and develop a sustainable financing plan for a long-term stewardship fund, utilizing an initial investment of 1.8 million dollars. The City may award on-call contracts to up to three consultants, with a performance period ending December 31, 2025, and the possibility of extensions upon mutual agreement. Proposals must be submitted electronically via the OpenGov portal by October 22, 2025, and are limited to 25 pages, excluding resumes. Award decisions will be based on a trade-off model evaluating qualifications (35 percent), experience (30 percent), references (20 percent), and labor rates and pricing (15 percent). Because services may be federal grant funded, successful contractors must comply with 2 CFR 200 and various federal regulations, including the Clean Air Act, Clean Water Act, and the Byrd Anti-Lobbying Amendment. Required submission documents include a non-collusion statement, W-9, and certifications regarding suspension, debarment, and lobbying. Contract administration is managed by the Chief Procurement Officer, and all deliverables remain the sole property of the City.