Firm_Experience_.pdf

This is a Firm Experience Qualifications form from the City of Palo Alto, California, designed for firms responding to a Financial Advisor Professional Services procurement. The City seeks qualified financial advisory firms to provide professional guidance and advisory services over a three-year period. The selected firm will support the City's debt management, capital financing, and strategic planning initiatives, working closely with City staff and elected officials on fiscal planning, debt issuance and structuring, market evaluations, long-term liability management, and other public financing needs. The form requests detailed information on relevant project experience, including project names, client descriptions, work performed, total project costs, the percentage of work for which the firm was responsible, and completion periods, along with client contact information.

The qualification form requires firms to document their adherence to project schedules and budgets across multiple relevant projects, with specific sections for firms to confirm whether they met project schedules and provide brief statements regarding their performance relative to established timelines and budget parameters. The form does not specify pricing terms, set-aside provisions, incumbent contractor information, or contract renewal options on this particular document, though such details would typically be found in the full solicitation materials. No specific response deadline, award date, site visit requirements, or bidders' conference information is included in this qualifications form.