City of Palo Alto Financial Advisor Professional Services RFP-RFP198130 2026
City of Palo AltoCity · Palo Alto, CA- Due
- Sep 15, 2026
- Deadline passed
- Posted
- Aug 5, 2026
- Contract term
- 3 years
- Primary contact
- Jessie Deschamps
- (650) 496-5020
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Summary
The City of Palo Alto is procuring professional financial advisory services for a three-year term to support debt management, capital financing, and strategic fiscal planning. Proposals are due by September 15, 2026.
REQUIRED ATTACHMENTS
3- Firm_Experience_.pdf
- Attachment_-_Professiona
- Attachment_-_Insurance_R
- Submit to
- 250 Hamilton Avenue, Palo Alto, CA, 94301
- Scope location
- Palo Alto, CA
Questions about this RFP
How do I respond to this RFP from City of Palo Alto?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 15, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 250 Hamilton Avenue, Palo Alto, CA, 94301. For questions, contact Jessie Deschamps.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Palo Alto in CA, 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 Jessie Deschamps at (650) 496-5020. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from City of Palo Alto?
All active and historical solicitations from City of Palo Alto are tracked and searchable. As a city agency, City of Palo Alto 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.
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: Firm_Experience_.pdf, Attachment_-_Professiona..., Attachment_-_Insurance_R.... Review the full document from City of Palo Alto for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Palo Alto, CA. Review the full solicitation for detailed scope requirements.