City of Conroe Financial Advisory Services RFP 0911-2025 FINANCE (2025)
City of ConroeCity · Conroe, TX- Due
- Sep 11, 2025
- Deadline passed
- Posted
- Aug 22, 2025
- Contract term
- 5 years
- Primary contact
- Stephanie Ramirez
- (936) 522-3860
Know who Conroe buys from before you write a word.
Every vendor contract, renewal date and decision maker at this agency, in one place.
Set up in 30 seconds · No credit card
THE 30-SECOND BRIEF
This Request for Proposals invites qualified firms to serve as the City of Conroe’s Financial Advisor for the sale of General Obligation Bonds, Certificates of Obligation, Water and Sewer Revenue Bonds, Sales Tax Revenue Bonds, and other debt instruments approved by City Council and/or the Conroe Industrial Development Corporation Board. The selected advisor will provide financial planning and debt management services for a multi-year Capital Improvement Projects program supporting construction, replacement, and renovation of City infrastructure. Proposals are due by September 11, 2025, at 2:00 pm, submitted electronically through OpenGov Procurement or delivered to the Purchasing Department at the Dean Towery Service Center, Conroe, TX. Questions must be submitted online by September 5, 2025. Evaluation criteria prioritize experience and qualifications, responsiveness, prior experience with the City, and market reputation.
Experience and Qualifications (45%), Total evaluated cost (5%), Responsiveness of the proposal (20%), Prior experience with the City of Conroe (20%), Market reputation in Texas/References (10%)
SUMMARY
This Request for Proposals invites qualified firms to serve as the City of Conroe’s Financial Advisor for the sale of General Obligation Bonds, Certificates of Obligation, Water and Sewer Revenue Bonds, Sales Tax Revenue Bonds, and other debt instruments approved by City Council and/or the Conroe Industrial Development Corporation Board.
The selected advisor will provide financial planning and debt management services for a multi-year Capital Improvement Projects program supporting construction, replacement, and renovation of City infrastructure. Proposals are due by September 11, 2025, at 2:00 pm, submitted electronically through OpenGov Procurement or delivered to the Purchasing Department at the Dean Towery Service Center, Conroe, TX. Questions must be submitted online by September 5, 2025. Evaluation criteria prioritize experience and qualifications, responsiveness, prior experience with the City, and market reputation.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
6- Certificate of Insurance
- Form 1295
- Agreement and Certification
- Acknowledgement of Terms & Conditions
- Response Format
- CIQ
- Submit to
- https://procurement.opengov.com/portal/cityofconroe
- Scope location
- Conroe, TX
Questions about this RFP
How do I respond to this RFP from City of Conroe?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 11, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/cityofconroe. For questions, contact Stephanie Ramirez.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Conroe in TX, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Stephanie Ramirez at (936) 522-3860. Questions and answers are typically shared with all prospective bidders.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and Qualifications (45%), Total evaluated cost (5%), Responsiveness of the proposal (20%), Prior experience with the City of Conroe (20%), Market reputation in Texas/References (10%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Conroe?
All active and historical solicitations from City of Conroe are tracked and searchable. As a city agency, City of Conroe regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Certificate of Insurance, Form 1295, Agreement and Certification, Acknowledgement of Terms & Conditions, Response Format, CIQ. Review the full document from City of Conroe for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Conroe, TX. Review the full solicitation for detailed scope requirements.