Financial Advisory Services
ID: RFQu-26-0189 • State: Arizona
Opportunity Assistant
Loading
Description
Background
The City of Phoenix, Arizona, is seeking Statements of Qualifications (SOQ) for financial advisory services to establish a Qualified Vendor List (QVL) for managing its capital plans and borrowing programs.
This initiative aims to consolidate expiring Financial Advisory Services and Development Impact Fee Program Support QVLs.
The goal is to assist the City in various financial planning and advisory capacities, ensuring effective management of public funds.
Work Details
The selected contractor will provide a comprehensive range of financial advisory services, including but not limited to:
1. Long-term Financial and Capital Planning: Collaborate with City staff to develop long-term financial plans necessary for capital programs across various departments, including updates on development impact fee programs.
2. Evaluation of Developer Proposals: Assist in reviewing financial proposals from developers related to infrastructure needs and support negotiations as necessary.
3. Implementation of Special Financing Districts: Provide advisory services for evaluating and implementing special financing districts to fund infrastructure projects.
4. Municipal Advisory Services Related to Debt Financing: Review debt financing proposals, assist in structuring debt offerings, prepare official statements, participate in investor meetings, and serve as pricing agent during bond sales.
5. Investment Advisory Services: Update investment guidelines, review cash management practices, and provide ongoing recommendations for improvement.
Period of Performance
The contract is set for a five-year term commencing on or about October 1, 2026.
Place of Performance
Services will be performed within the City of Phoenix, Arizona.
Bidder Requirements
Offerors must have been in operation for at least five years and must be registered with the U.S. Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor.
Personnel must hold appropriate licenses such as Series 50 or Series 54 for municipal advisory services or Series 7, 65, or 66 for investment advisory services.
Offerors must also maintain all necessary licenses throughout the contract period.
The City of Phoenix, Arizona, is seeking Statements of Qualifications (SOQ) for financial advisory services to establish a Qualified Vendor List (QVL) for managing its capital plans and borrowing programs.
This initiative aims to consolidate expiring Financial Advisory Services and Development Impact Fee Program Support QVLs.
The goal is to assist the City in various financial planning and advisory capacities, ensuring effective management of public funds.
Work Details
The selected contractor will provide a comprehensive range of financial advisory services, including but not limited to:
1. Long-term Financial and Capital Planning: Collaborate with City staff to develop long-term financial plans necessary for capital programs across various departments, including updates on development impact fee programs.
2. Evaluation of Developer Proposals: Assist in reviewing financial proposals from developers related to infrastructure needs and support negotiations as necessary.
3. Implementation of Special Financing Districts: Provide advisory services for evaluating and implementing special financing districts to fund infrastructure projects.
4. Municipal Advisory Services Related to Debt Financing: Review debt financing proposals, assist in structuring debt offerings, prepare official statements, participate in investor meetings, and serve as pricing agent during bond sales.
5. Investment Advisory Services: Update investment guidelines, review cash management practices, and provide ongoing recommendations for improvement.
Period of Performance
The contract is set for a five-year term commencing on or about October 1, 2026.
Place of Performance
Services will be performed within the City of Phoenix, Arizona.
Bidder Requirements
Offerors must have been in operation for at least five years and must be registered with the U.S. Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor.
Personnel must hold appropriate licenses such as Series 50 or Series 54 for municipal advisory services or Series 7, 65, or 66 for investment advisory services.
Offerors must also maintain all necessary licenses throughout the contract period.
Loading Map
Loading Map
Overview
Opportunity ID
RFQu-26-0189
Response Deadline
May 8, 2026
Past Due
Date Posted
April 17, 2026
Est. Value Range
Experimental
$500,000 - $2,000,000
(AI estimate)
Agency Distribution
Moderate
Source
On 4/17/26 Finance Central Procurement in Arizona issued Financial Advisory Services with ID RFQu-26-0189 due 5/8/26.
Contacts
Documents
Posted documents for Financial Advisory Services
Opportunity Assistant
AI Analysis
AI Generate