Financial Advisory Services

The City of Phoenix is seeking qualified vendors to provide financial advisory services for a five-year contract. The services may include developing long-term financial plans, evaluating financial proposals, analyzing the economic viability of special financing districts, managing debt programs, and providing ongoing investment advisory support. The selected vendor will be required to participate in negotiations and submit cost, technical, or other revisions of the submittals as may result from negotiations. The City reserves the right to disqualify any Offeror who fails to provide information or data requested or who provides materially inaccurate or misleading information or data. • Developing long-term financial plans for the City's capital programs • Evaluating financial proposals and requests for financial assistance from developers • Analyzing the economic viability of special financing districts • Managing the City's debt program through the evaluation of refunding proposals, structuring new bond programs, and acting as a financial advisor for future bond sales • Providing ongoing investment advisory support by updating policies, developing cash projections, reviewing performance with staff, and making recommendations.