About this opportunity
AI summaryPleasant View City requests proposals from qualified financial consulting firms to provide financial advisory and consulting services on an as-needed basis for a term of three years. The selected consultant will perform utility rate studies, impact fee analyses and facilities plans, and bonding and debt assistance while complying with applicable Utah laws and local requirements. Eligibility is restricted to onshore USA organizations. Proposers must email their submittals as a single PDF document to both [email protected] and [email protected] by 12:00 p.m. local time on November 20, 2026. Interested firms must submit written questions to the City Administrator by November 16, 2026, at 3:00 p.m. A Selection Committee will evaluate and score proposals across criteria including Experience and Qualifications worth 30 points and Cost and Fee Structure worth 25 points before entering negotiations with the highest-ranking proposer.
Buyer and opportunity details
- Client
- Pleasant View City
Scope of work
- Water, sewer, stormwater, and other utility rate studies
- Review of existing rates, fees, revenues, expenditures, and operating costs
- Development of financial projections, revenue requirements, and financial models
- Impact Fee Analysis (IFA) reports and assistance with Impact Fee Facilities Plans (IFFP)
- Evaluation of City borrowing capacity and financing options
- Assistance with bond sizing, debt structuring, and debt service projections
- Assistance with bond financing, refinancing, and debt restructuring
- Coordination with bond counsel, underwriters, financial institutions, and other financing professionals
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Experience and Qualifications | 30 |
| Approach | 20 |
| Cost and Fee Structure | 25 |
| References | 25 |
Minimum qualifications
- Demonstrated experience working with municipalities and public utilities
- Familiarity with Utah laws, regulations, and financing requirements
- Designation of one key personnel person as the Main Point of Contact
- Documented experience providing five similar projects with clients of similar size
Documents to include with your response
- General description of firm or team including brief history, years in business, employee count, and office locations
- Overall project team organization structure specifying the main point of contact
- Sub-contractor listing including contact information, specific assignment, and qualifications
- List of team member qualifications and roles, including 1-page resumes for each member
- Project experience and references for five similar projects with dates, client name, contact person, and phone numbers
- Statement of understanding of City needs
- Description of availability and response time for routine and urgent requests
- Fee Proposal detailing hourly rates, study fees, bonding advisory fees, reimbursables, and fee applicability
- Conflict of interest disclosures
- Attachment A Claim of Business Confidentiality (if applicable)
Key dates
- RFP available to interested parties
- Thursday, October 29, 2026
- Written questions submitted to City Administrator
- Monday, November 16, 2026 at 3:00 pm
- Proposal Receipt Deadline
- Friday, November 20, 2026 at 12:00 pm
- Top-Ranking Interviews (if needed)
- Monday, November 30, 2026
- Award of Contract
- Tuesday, December 8, 2026 (tentative)
How to submit
- Method
- Instructions
- Submitted electronically as one PDF document to both specified City email addresses, limited to no more than 10 pages excluding cover, resumes, and Attachment A.
Contract details
- Term
- Three (3) years