City of San Benito Financial Advisor Services RFP 2025-1104-002
City of San Benito, City of San Benito, TX·City
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- Primary Contact
- Ruth McGinnis
- Scope Location
- San Benito, Texas
- Submission Address
- 401 N. Sam Houston Blvd., San Benito, Texas, 78586
SUMMARY
The City of San Benito is soliciting Requests for Proposals (RFP) and Statements of Qualifications from professionals to provide strategic financial planning, market analysis, investment recommendations for bond proceeds, and guidance on financing through Texas Water Development Board (TWDB) programs. Services include advice on capital financing projects and assistance with loan/grant opportunities.
EVALUATION CRITERIA
EXPERIENCE (Related experience/background with state or federally funded projects, Related experience/background with specific project type (water/wastewater), References from current/past clients), WORK PERFORMANCE (Communicate with client and related entities in a timely manner, Past client projects successfully funded, Experience and ability to address regulatory/compliance concerns, Work product is consistently of high quality with low level of errors, Manages projects within budgetary constraints), CAPACITY TO PERFORM (Qualifications of professional administrators/experience of staff, Present and projected workloads, Quality of proposal/work plan, Demonstrated understanding of scope of project), PROPOSED COST
REQUIRED ATTACHMENTS
Form 1295, W9 Form, Financial advisory services contract, Form CIQ
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 RFP from City of San Benito?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 15, 2025. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 401 N. Sam Houston Blvd., San Benito, Texas, 78586. For questions, contact Ruth McGinnis.
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 (Related experience/background with state or federally funded projects, Related experience/background with specific project type (water/wastewater), References from current/past clients), W..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of San Benito?
All active and historical solicitations from City of San Benito are tracked and searchable. As a city agency, City of San Benito 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 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: Form 1295, W9 Form, Financial advisory services contract, Form CIQ. Review the full document from City of San Benito for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of San Benito 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 Ruth McGinnis. 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: San Benito, Texas. Review the full solicitation for detailed scope requirements.
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