Request for Qualifications (RFQ) for Financial Advisor Services
City of MercedesCity · Mercedes, TX- Due
- Jul 28, 2021
- Deadline passed
- Primary contact
- Joselynn Castillo
- 956-565-3114 ext. 138
Know who Mercedes 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
The City of Mercedes is seeking to contract with a licensed financial advisor for services related to financings involving the Texas Water Development Board. The request outlines the scope of work and required qualifications for interested firms.
Qualifications statement, list of past local government clients, resumes of assigned personnel, certificate of insurance for professional liability, Form 1295
Experience, Work Performance, Capacity to Perform
SUMMARY
The City of Mercedes is seeking to contract with a licensed financial advisor for services related to financings involving the Texas Water Development Board. The request outlines the scope of work and required qualifications for interested firms.
EVALUATION CRITERIA
3- Experience
- Work Performance
- Capacity to Perform
REQUIRED DELIVERABLES
5- Qualifications statement
- List of past local government clients
- Resumes of assigned personnel
- Certificate of insurance for professional liability
- Form 1295
- Submit to
- 400 S. Ohio Ave., Mercedes, Texas 78750 or electronically to [email protected]
- Scope location
- City of Mercedes, Texas
- Reported agency
- CITY OF MERCEDES
Questions about this RFP
How do I respond to this RFSOQ from City of Mercedes?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 28, 2021. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: 400 S. Ohio Ave., Mercedes, Texas 78750 or electronically to [email protected]. For questions, contact Joselynn Castillo.
Can small businesses or minority-owned firms bid on this RFSOQ?
Most government agencies, including City of Mercedes 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 RFSOQ 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 Joselynn Castillo at 956-565-3114 ext. 138. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Qualifications statement, list of past local government clients, resumes of assigned personnel, certificate of insurance for professional liability, Form 1295. Proposals should clearly address how each deliverable will be met.
Can I search RFSOQs 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 4 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, Work Performance, Capacity to Perform" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Mercedes?
All active and historical solicitations from City of Mercedes are tracked and searchable. As a city agency, City of Mercedes regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFSOQ?
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. Review the full document from City of Mercedes for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: City of Mercedes, Texas. Review the full solicitation for detailed scope requirements.