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Santa Cruz County Financial Planning Advisory Services RFP-03-26-CO47 2026

Santa Cruz County logoSanta Cruz County
Due
Jun 17, 2026
Deadline passed
Posted
May 6, 2026
Duration
18 months
Primary contact
Alma Schultz
(520) 375-7821

The 30-second brief

What they're buying

Santa Cruz County seeks a consultant to provide long-term financial planning, including revenue forecasting and fiscal impact analysis for new economic activity. Proposals are due June 17, 2026.

What you must deliver

Revenue & expenditure projection models, Draft and Final Fiscal Impact Reports, Presentation materials, Quarterly updates, Budget forecasts and risk assessments

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Summary

Santa Cruz County seeks a consultant to provide long-term financial planning, including revenue forecasting and fiscal impact analysis for new economic activity. Proposals are due June 17, 2026.

REQUIRED DELIVERABLES

5
  • Revenue & expenditure projection models
  • Draft and Final Fiscal Impact Reports
  • Presentation materials
  • Quarterly updates
  • Budget forecasts and risk assessments

REQUIRED ATTACHMENTS

7
  • Cover letter
  • Qualifications and relevant experience
  • Proposed approach and methodology
  • Work plan and schedule
  • Team biographies and roles
  • Cost proposal
  • Three references
Submit to
Santa Cruz County Complex, Attn: Alma Schultz, Clerk of the Board, 2150 North Congress Drive, Suite 119, Nogales, Arizona 85621
Scope location
Nogales, AZ

Questions about this RFP

How do I respond to this RFP from Santa Cruz County?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 17, 2026. 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: Santa Cruz County Complex, Attn: Alma Schultz, Clerk of the Board, 2150 North Congress Drive, Suite 119, Nogales, Arizona 85621. For questions, contact Alma Schultz.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Santa Cruz County in AZ, 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 Alma Schultz at (520) 375-7821. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Revenue & expenditure projection models, Draft and Final Fiscal Impact Reports, Presentation materials, Quarterly updates, Budget forecasts and risk assessments. Proposals should clearly address how each deliverable will be met.

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Where can I find more RFPs from Santa Cruz County?

All active and historical solicitations from Santa Cruz County are tracked and searchable. As a county agency, Santa Cruz County 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 18 months. 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: Cover letter, Qualifications and relevant experience, Proposed approach and methodology, Work plan and schedule, Team biographies and roles, Cost proposal, Three references. Review the full document from Santa Cruz County for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Nogales, AZ. Review the full solicitation for detailed scope requirements.

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