Acceptance_of_Offer_Form_2026.pdf

This is an Acceptance of Offer Form from the City of Phoenix, Arizona, related to a Request for Qualification (RFQu-26-0189) for financial advisory services. The City of Phoenix Finance Department is soliciting sealed offers to establish a Qualified Vendor List of financial advisory firms to provide comprehensive financial advisory services over a five-year contract period commencing October 1, 2026. The procurement encompasses five primary service categories: long-term financial and capital planning including development impact fee program support; evaluation of developer proposals and negotiations; feasibility analysis and implementation of special financing districts; municipal advisory services related to debt financing; and investment advisory services. A non-mandatory pre-offer conference is scheduled for April 22, 2026, at 2:00 p.m. via WebEx, written inquiries must be submitted by May 1, 2026, at 2:00 p.m., and sealed offers are due by May 8, 2026, at 2:00 p.m. through the City's Procurement Portal.

Qualified firms must have operated for at least five years with primary business activity in the relevant services and maintain appropriate registrations with the U.S. Securities and Exchange Commission and Municipal Securities Rulemaking Board. Pricing will be submitted on a per-hour basis for various staff positions including Principal, Managing Director, Senior Management Contractor, Senior Analyst, and Analyst, with negotiated pricing for individual projects; all offer prices are firm and fixed for the initial one-year period, with annual price increase requests permitted thereafter with 60 days' written notice and supporting documentation. All firms must maintain professional liability insurance with $1,000,000 per claim and annual aggregate limits, along with commercial general liability, automobile liability, and workers' compensation coverage. Contractors must comply with E-Verify employment eligibility verification requirements, equal employment opportunity requirements per Phoenix City Code, and heat-related illness mitigation measures. No specific award values or budget ranges are disclosed; contract execution is contingent upon award by City Council and signature by the City Clerk's department.