City of Dubuque - Financial Advisory Services - RFP FY27-0012 (2026)
City of DubuqueCity · Dubuque, IA- Due
- Nov 19, 2026
- 8 days left
- Posted
- Nov 5, 2026
- Contract term
- 3 years
- Primary contact
- Jennifer Larson
- (563) 589-4322
The 30-second brief
The City of Dubuque Finance Department is requesting proposals for financial advisory services under solicitation FY27-0012. The selected financial advisor will support debt issuance activity, ongoing financial planning, and complex multi-year cash-flow modeling for enterprise funds, local option sales tax funds, tax increment financing (TIF) funds, and internal service funds. Scope includes capital financing advice, bond issue sizing and maturity structuring, ordinances and official statement review, and continuing disclosure preparation. Compensation involves a fixed quarterly retainer for non-issuance services and separately priced transaction fees for bond issuances. Proposals are due by November 19, 2026, at 2:00 PM CST via the Ion Wave e-procurement portal, with a question deadline of November 13, 2026. The initial contract term is three years with up to two additional one-year renewal options.
Firm qualifications and comparable financing experience - 15%, Local government and Iowa public finance experience - 15%, Assigned team, availability, and backup capacity - 20%, Approach to the Scope of Services, including complex multi-year cash-flow modeling, deliverables, and quality control - 20%, Financial proposal, including quarterly retainer, bond issuance fees, additional-service rates, and incidental expenses - 20%, References and documented past performance - 5%, Innovation and measurable value-added services - 5%
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Summary
The City of Dubuque Finance Department is requesting proposals for financial advisory services under solicitation FY27-0012.
The selected financial advisor will support debt issuance activity, ongoing financial planning, and complex multi-year cash-flow modeling for enterprise funds, local option sales tax funds, tax increment financing (TIF) funds, and internal service funds. Scope includes capital financing advice, bond issue sizing and maturity structuring, ordinances and official statement review, and continuing disclosure preparation. Compensation involves a fixed quarterly retainer for non-issuance services and separately priced transaction fees for bond issuances. Proposals are due by November 19, 2026, at 2:00 PM CST via the Ion Wave e-procurement portal, with a question deadline of November 13, 2026. The initial contract term is three years with up to two additional one-year renewal options.
EVALUATION CRITERIA
16- Firm qualifications and comparable financing experience - 15%
- Local government and Iowa public finance experience - 15%
- Assigned team
- Availability
- Backup capacity - 20%
- Approach to the Scope of Services
- Including complex multi-year cash-flow modeling
- Deliverables
- Quality control - 20%
- Financial proposal
- Including quarterly retainer
- Bond issuance fees
- Additional-service rates
- Incidental expenses - 20%
- References and documented past performance - 5%
- Innovation and measurable value-added services - 5%
REQUIRED ATTACHMENTS
3- Certificate to Obtain Insurance
- Proposal Submission
- Attachment B - Fee Proposal
- Submit to
- https://cityofdubuque.ionwave.net/PublicDetail.aspx?bidID=64&SourceType=1
- Duration
- 60 months
- Scope location
- Dubuque, IA
Questions about this RFP
How do I respond to this RFP from City of Dubuque?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 19, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://cityofdubuque.ionwave.net/PublicDetail.aspx?bidID=64&SourceType=1. For questions, contact Jennifer Larson.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Dubuque in IA, 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 Jennifer Larson at (563) 589-4322. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firm qualifications and comparable financing experience - 15%, Local government and Iowa public finance experience - 15%, Assigned team, availability, and backup capacity - 20%, Approach to the Scope..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Dubuque?
All active and historical solicitations from City of Dubuque are tracked and searchable. As a city agency, City of Dubuque 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 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 19, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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 to Obtain Insurance, Proposal Submission, Attachment B - Fee Proposal. Review the full document from City of Dubuque for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Dubuque, IA. Review the full solicitation for detailed scope requirements.