RFP: For Financial Strategy Services

FINANCIAL STRATEGY SERVICES

1. GENERAL INFORMATION

The City of Alameda is requesting proposals (RFP) from qualified firms to prepare a comprehensive financial strategy, with a particular focus on options to address unfunded pension and other post-employment benefits (OPEB), overall City operations, and deferred infrastructure and facility maintenance. The selected consultant will be responsible for completing a comprehensive strategy analysis and plan.

2. PROPOSAL REQUIREMENTS

A. Submission Deadline (hard copy proposals)

Responses to this RFP must be received by the City by 3:00 p.m. on Thursday, December 19, 2019. 
Late proposals will not be accepted.

B. All mailed proposals shall be addressed as follows:

Elena Adair
Finance Director
City of Alameda
2263 Santa Clara Avenue, Room 220
Alameda, CA 94501

C. Submittal Requirements

Please submit three (3) signed and bound copies of the completed proposal and one (1) electronic copy of the proposal on a USB flash drive.

Proposal packages must include the items listed in this RFP. See detailed description of proposal content in Section 5 below:

Cover Letter providing a summary of the proposal, an overview of the project and brief description of your understanding of services to be provided;

Approach to the work;

Qualifications and relevant experience including other recent projects similar to this with special attention to work done in municipalities;

Depth of experience on your team and project lead;

Proposed fee/compensation;

Proposed project timeline;

References with firm’s contact information for this Request for Proposal; and

List of current financing on bond issuances managed.

C. Submittal Requirements

Please submit three (3) signed and bound copies of the completed proposal and one (1) electronic copy of the proposal on a USB flash drive.

Proposal packages must include the items listed in this RFP. See detailed description of proposal content in Section 5 below:

  •  Cover Letter providing a summary of the proposal, an overview of the project and brief description of your understanding of services to be provided;
  •  Approach to the work;
  •  Qualifications and relevant experience including other recent projects similar to this with special attention to work done in municipalities;
  •  Depth of experience on your team and project lead;
  •  Proposed fee/compensation;
  •  Proposed project timeline;
  •  References with firm’s contact information for this Request for Proposal; and
  •  List of current financing on bond issuances managed.