City of Philadelphia Request for Qualifications for Underwriters 2025
City of Philadelphia, City of Philadelphia, PA·City
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- Primary Contact
- Matt Bowman
- Contract Term
- 4 years
- Scope Location
- Philadelphia, PA
- Submission Address
- [email protected]
SUMMARY
The City of Philadelphia Treasurer's Office is seeking proposals from investment banking firms to serve as senior and co-manager underwriters for various bond and note programs through June 2029. Proposals are due March 7, 2025.
EVALUATION CRITERIA
Knowledge of municipal finance, City policies and procedures, expertise and experience for specific credits, capital position, secondary market support
REQUIRED DELIVERABLES
Cover Letter, Background/Firm Introduction, Overall Experience, Credit-specific responses (GO/Airport/Gas/Water), Appendices of relevant experience
REQUIRED ATTACHMENTS
Appendix A-I, Appendix A-II, Appendix A-III, Appendix A-IV, Appendix A-V
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFQ from City of Philadelphia?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 7, 2025. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Matt Bowman.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Knowledge of municipal finance, City policies and procedures, expertise and experience for specific credits, capital position, secondary market support" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Philadelphia?
All active and historical solicitations from City of Philadelphia are tracked and searchable. As a city agency, City of Philadelphia 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 4 years. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
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: Appendix A-I, Appendix A-II, Appendix A-III, Appendix A-IV, Appendix A-V. Review the full document from City of Philadelphia for the complete list.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including City of Philadelphia in PA, 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 RFQ 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 Matt Bowman. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Philadelphia, PA. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Cover Letter, Background/Firm Introduction, Overall Experience, Credit-specific responses (GO/Airport/Gas/Water), Appendices of relevant experience. Proposals should clearly address how each deliverable will be met.
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