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  5. ›REQUEST FOR PROPOSAL: ENDOWMENT FINANCIAL PLANNING SERVICES

City of Sierra Vista·Arizona

REQUEST FOR PROPOSAL: ENDOWMENT FINANCIAL PLANNING SERVICES

Closes 10/22/2025$100k – $500kRequest for Proposal
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Description

The City of Sierra Vista is seeking a consultant to provide endowment financial planning services for the San Pedro Riparian National Conservation Area MOU Adaptive Management Committee and the Cochise Conservation and Recharge Network. The consultant will identify other sources of potential funding to grow the endowment and create a financing plan to ensure the fund's establishment and sustainability. The scope of work includes developing a long-term stewardship fund to support ongoing operations and maintenance of eight projects, coordination of collaborative partnerships, and hydrologic monitoring activities. • The consultant must have extensive experience in endowment financial planning and developing other sources of potential funding. • The consultant must possess the applicable license to perform their specialty in the State of Arizona. • The consultant must provide at least three references from clients with similar projects. • The consultant must submit a proposal that includes a cover letter, qualifications, experience, references, and labor rates. • The consultant must comply with federal regulations and requirements for federally funded projects.

Attached files

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Contact

Holly Richter(Buyer)

[email protected]

(520) 559-2722

Key dates

Opened
10/1/2025
Questions due
10/10/2025
Closes
10/22/2025
Duration
4 months

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523920
Solicitation №
2026-RFP-011

Budget estimate

$100,000 – $500,000

Based on the scope of work, which includes developing a long-term stewardship fund to support eight projects and hydrologic monitoring activities, the estimated budget range is between $100,000 and $500,000. This estimate is based on the average cost of similar financial planning services and the complexity of the project. Factors that may influence the payment range include the consultant's experience, the scope of work, and the level of expertise required.

AI estimate from the solicitation

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