Financial Advisory Services

Overview

Financial, Legal, HR & Staffing

Phoenix, Arizona, United StatesPosted 20 days agoDeadline: May 8th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Phoenix seeks a financial advisor for capital planning, developer negotiations, special financing districts, and municipal debt financing.

KEY REQUIREMENTS

Must have been in operation for a minimum of 5 years
Must be registered with the U.S. Securities and Exchange Commission (SEC) as a Municipal Advisor
Must be registered with the Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor
Must employ personnel licensed as Series 50 Municipal Advisor Representatives or Series 54 Municipal Advisor Principals
Must employ personnel licensed as Series 7, Series 65, or Series 66 for Investment Advisory Services
Must maintain all required licenses to act as a financial advisor for municipal debt within the state of Arizona
Must not participate as a lead underwriter or member of an underwriter syndicate for any transaction where the firm acts as financial advisor

BUDGET

Estimate

$250,000 – $1,000,000

CONTRACT DURATION

60 months

TIMELINE

Solicitation Issue Date: April 17th, 2026

Pre-Offer Conference: April 22nd, 2026

Deadline for Questions: May 1st, 2026

Response Deadline: May 8th, 2026

QUESTION DEADLINE

May 1st, 2026

Issuing Agency

City Of Phoenix

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The City of Phoenix, Arizona is seeking a vendor to provide comprehensive financial advisory services. The scope includes assistance with long-term financial and capital planning, feasibility analysis, and evaluation of developer proposals. The chosen advisor will support the city in negotiating with developers and implementing special financing districts, as well as offering municipal advisory services related to debt financing.

Services required are targeted toward supporting the city's fiscal strategies and ensuring effective financial management during capital planning and project evaluation. Qualified vendors must be able to submit questions regarding the RFP up to May 1, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.