Financial Advisory Contracts & Bids

Vendor needs to provide financial advisory services to the government authority located in Eastford, CT. – For Fiscal Year 2027. – To engage a Registered Independent Municipal Financial Advisor with substantial, demonstrable experience providing advisory services to municipalities.– The Town anticipates future debt issuance associated with municipal capital improvements, infrastructure, public facilities, and other projects, and seeks an advisor capable of providing reliable, comprehensive,…

(1) Vendor needs to provide municipal securities financial advisor services to the government authority located in Maine.• Provide agency with overall financial advisory assistance in the issuance of its financings• Coordinate, in consultation with agency and the Authority’s underwriters, development of the Plan of Finance• Assist in the structuring of the transactions, including the type of debt, repayment schedule, interest rates, annual maturity amounts, and call features• Assist the…

(1) Vendor needs to provide municipal advisor services to the government authority located in Rifle, CO.– Independent municipal advisory services:– Provide written material–conflict disclosures and required relationship documentation, and update them as required.– Background review and financial modeling:– Review available budgets, financial statements, capital plans, revenue projections, cash–flow information, debt schedules, and financial policies.– Capital funding and financing strategies:–…

The City of Pittsburgh Office of Management and Budget, on behalf of the Department of Finance, is seeking a municipal advisor to provide advisory services including, but not limited to: bond & debt issuance, policies, restructuring; communications regarding bonds & debt; document preparation & review; analysis of submitted proposals; identifying other professionals needed for bond issuance; and assistance with various filings.

(1) Vendor needs to provide municipal advisory services to the government authority located in Kiawah Island, SC. – Assist the agency with the planning, structuring, procurement, and issuance, and closing of one or more debt obligations for approved capital projects.– Provide the services reasonably necessary to complete the financing.– Assist, consult, and advise the agency in the development of a plan of finance and implementation of such plan for the debt obligations to be issued for the…

(1) Vendor needs to provide municipal bond advisor services to the government authority located in West Virginia.• Review the University's financing objectives.• Evaluate financing alternatives.• Provide recommendations regarding debt structure.• Assist with development of financing schedules and timelines.• Advise on debt affordability and repayment structures.• Recommend financing methods and sale strategies.• Assist in determining whether a competitive sale, negotiated sale, private…

(1) Vendor needs to provide municipal advisor services to the government authority located in Colorado.– Creating and maintaining a debt issuance schedule.– Analyzing financing alternatives and creating cash flow projections– Making recommendations regarding debt timing, structure, pricing, and conditions– Creating and coordinating the financing team for each debt issue– Prepare financial management plans to create a strategy to fund long–term capital priorities.(2) All question must be…

(1) Vendor needs to provide municipal advisor consulting services to the government authority located in Toms River, NJ. • Assist the County in all aspects of the debt issuance process.• Assist the county staff regarding the county’s credit rating for both upgrading and maintaining the current credit rating.• Review and evaluate innovative financing and/or investment opportunities or proposals.• Develop cash flow models to project the effects of various financing strategies for proposed…

(1) Vendor needs to provide municipal advisor services to the government authority located in Pittsburgh, PA.– Debt issuance, policies, and management:– Municipal Advisor on all matters associated with agency debt issuance, debt restructuring and debt policies and debt management.– Such advice may be in writing, verbal, by other communication or through third party information.– Assist and accompany appropriate city staff in discussions, meetings, and official appearances before public bodies…

(1) Vendor needs to provide financial advisor service to the government authority located in Hamilton, NJ.• Duties will include, but not be limited to: consulting on the issuance of taxable and non–taxable general obligation debt.• Providing analysis of different interest rates on financing plans, managing the bond financing process and negotiating key business points to accomplish agency objectives.• Consulting on the issuance of taxable and non–taxable general obligation debt. – Providing…

Vendor needs to provide municipal advisor services to the government authority located in Cherry Hill, NJ.• Develop a plan of finance and prepare financing schedule.• Evaluate financing structures and propose financing methods or options, with emphasis on innovation, to be considered for accomplishing the township's objectives. This will be done in conjunction with the township's staff and legal counsel.• Review legal documents.• Analyze and report on the advantages and disadvantages of each…

(1) Vendor needs to provide financial advisors service to the government authority located in Fairfield, NJ. • Financial advisor to a governmental entity include advice and assistance with respect to debt financings and other financial issues contemplated by the authority including:• Assistance in formulating the credit structure, maturity schedule, call provisions and other terms and conditions of debt offerings, as required for any other offering• Assistance in deciding whether each issue…

(1) Vendor needs to provide municipal advisory services to the government authority located in Albuquerque, NM.– Provide assistance and advice in the planning, analysis, structuring, issuance, and management of debt, and assistance with other agency financings. – General obligation bonds, including voter–authorized programs and short–term interim obligations.– Gross receipts tax and state–shared gross receipts tax revenue bonds.– Lodgers’ tax and hospitality fee revenue bonds.– Airport revenue…

(1) Vendor needs to provide financial advisor services to the government authority located in Douglasville, GA.• Provide qualified and interested in functioning as its Municipal Advisor and Financial Advisor.• The advisor will assist the county in reviewing and developing financial policies, programs and plans that enhance the county’s financial strength and sustainability to include development of maintenance/replacement funds with related financing plans.• Long–range financial planning;•…

Vendor needs to provide financial advisor services to the government authority located in Atlantic, NJ. – Assistance in determining the amount, size and timing of borrowings contemplated by the agency for its own capital program and as a conduit for other borrowings.– Assistance in formulating the credit structure, maturity schedule, call provisions and other terms and conditions of debt offerings, as required for any other offering.– Preparation of necessary legal documents concerning debt…

(1) Vendor needs to provide financial advisory services to the government authority located in Elizabeth, NJ.• Assist county staff on matters regarding analysis of proposed capital projects and capital expenditure budgets.• Review professional reports and feasibility studies to insure financing issues have been adequately addressed.• Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.• Review and evaluate innovative financing and…

The Town of Eastford, Connecticut hereby solicits sealed written proposals from qualified and experienced firms (“Proposers”) to provide Independent Municipal Financial Advisory Services to support the Town’s debt management, and long-term fiscal strategy. The firm selected will advise on matters relating to the issuance and management of municipal debt; assist in the preparation and execution of long-term loans; provide analytical support; assist with pre-audit reviews and furnish ongoing…

(1) Vendor needs to provide financial advisor services to the government authority located in Bloomfield, NJ.– Provide general financial advice as requested by the governing body, township administrator and the chief financial officer.– Assistance in developing the plan of finance in connection with any financing including determining the amount, maturity structure, call provisions and other terms and conditions.– Review of necessary legal documents concerning debt transactions.– Coordination…

(1) Vendor needs to provide financial advisory services to the government authority located in Linden, NJ.– Assist City staff on matters regarding analysis of proposed capital projects and capital expenditure budgets.– Review professional reports and feasibility studies to ensure financing issues have been adequately addressed.– Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.– Review and evaluate innovative financing and/or…

(1) Vendor needs to provide financial advisory services to the government authority located in Linden, NJ. • Assist City staff on matters regarding analysis of proposed capital projects and capital expenditure budgets.• Review professional reports and feasibility studies to insure financing issues have been adequately addressed.• Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.• Review and evaluate innovative financing and…

(1) Vendor needs to provide underwriting services to the government authority located in Washington, DC.• Underwriters for the issuance of its airport system revenue bonds and toll road revenue bonds.• Providing comprehensive investment banking and underwriting services and will be responsible for managing pricing, marketing and distribution of debt and supporting the structuring of the bonds and other aspects of the transaction.• Recommending and supporting financing strategies, debt…

(1) Vendor needs to provide financial advisor services to the government authority located in Perth Amboy, New Jersey.• Review professional reports and feasibility studies to ensure financing issues have been adequately addressed;• Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.• Review and evaluate innovative financing and investments• Assist the city staff regarding the city’s credit rating for both upgrading and maintaining…

(1) Vendor needs to provide underwriter services for 2026 water revenue refunding bonds to the government authority located in South Pasadena, CA.– Serve as underwriter for the issuance of its water revenue refunding bonds– Prepare preliminary interest rate scales and projected refunding savings for the 2026 Bonds– Assist the City and financing team in evaluating financing alternatives and structuring options designed to maximize cash flow savings while maintaining flexibility and…

(1) Vendor needs to provide bond counsel service to the government authority located in Winslow, NJ. • Legal Opinions: Render legal opinions as to the legality of the bonds being issued, including tax–exempt status when applicable.• Continuing Disclosure: Assist with ongoing compliance with any continuing disclosure agreements applicable to bonds issued pursuant to federal law.• Project Coordination: Actively coordinate with financial advisors, underwriters, and the Township’s financial…

The County of Los Angeles (County) Department of Treasurer and Tax Collector (TTC) is issuing this Request for Statement of Qualifications (RFSQ) for the provision of Municipal Advisory Services. The TTC intends to establish a Municipal Advisory Pool (Pool) of Firms to provide Municipal Advisory Services for the County. You may download the RFSQ from the Internet by accessing the County’s website at https://camisvr.co.la.ca.us/lacobids/, selecting “Open Solicitations,” and then searching by…

(1) Vendor needs to provide underwriters service to the government authority located in Fairfield, NJ. • Serve as underwriter for various debt issuances by the agency on future bond issues and other transactions involving the authority.• Financial capacity to underwrite bond issues.• Ability to effectively market municipal obligations, particularly those similar in structure and credit to the bonds, including to the ability to distribute those obligations on a national basis and statewide in…

(1) Vendor needs to provide bond counsel services to the government authority located in Vancouver, WA.– Advise County and its consultants in oral and written formats on relevant legal requirements, including state and federal income tax and securities laws, and potential legislation that might impact future financing;– Review transcripts relating to prior county issuances and outstanding obligations, to assure conformity of the bonds with applicable covenants and conditions and recommend…

(1) Vendor needs to provide bond underwriting services to the government authority located in Albuquerque, NM. – Provide serve as senior managing underwriters and co–managing underwriters for future negotiated, publicly marketed bond transactions.– Coordinating with district staff, the district’s municipal advisor, bond counsel, and other financing team members to support the financing schedule and execution of the transaction.– Providing market information and recommendations concerning the…

The Town of Tisbury is seeking qualified professional services of a certified public accounting firm, which services shall include municipal accounting remediation, financial system stabilization, internal control implementation, review and revisions of financial policies and procedures, staff training and audit readiness.

(1) Vendor needs to provide bond counsel services to the government authority located in Elizabeth, NJ. • Prepares, reviews and opines on bond ordinances related to capital projects;• Assists in reviews and updates of official statements associated with debt issuances;• Assists in relationship management with rating agencies;• Provides advice on legal and financial matters to ensure County’s fiscal strengths;• Provides Legal opinions on sale of bonds and notes;• Assists with the sale and…

Cherry Hill Township is seeking the services of Municipal Advisor to assist in the compliance and development of financing alternatives for the following: ANY ISSUANCE OF...

Vendor needs to provide government debt management advisors Service to the government authority located in Washington, DC. – Government Debt Management advisors provide technical assistance and policy advice on government debt matters and debt capital markets in an emerging market environment to senior ministerial and central bank officials, as well as to market participants in host countries.

(1) Vendor needs to provide investment advisor services to the government authority located in Texas.– The Authority may maintain funds in operating accounts, debt–service–related accounts, capital project funds, reserve funds, construction funds, and other accounts subject to differing investment horizons, liquidity needs, and restrictions.– The Authority manages funds associated with its operating activities, capital improvement program, debt service obligations, reserve requirements, and…

(1) Vendor needs to provide financial advisor services to the government authority located in Elizabeth, NJ.– Assist staff on matters regarding analysis of proposed capital projects and capital expenditure budgets; budgets including those related to the pending flood mitigation facilities project and the capital improvement plan.– Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.– Review and evaluate innovative financing and…

Vendor needs to provide special bond counsel services to the government authority located in Elizabeth, NJ.– Financing of various capital projects.– Bond counsel to various counties, county authorities, municipalities, and municipal authorities.– Provide advice, counsel and assistance to its financial advisor in the preparation of the documents necessary to effectuate the application, including, preparing bond resolutions, trust indentures, bond ordinances, and other security agreements.–…

The Douglas County Board of Commissioners (DCBOC) is seeking sealed proposals from qualified and experienced Financial Advisor to provide Financial Advisor Services for Douglas County Board of Commissioners. The selected firm will provide seeking proposals from firms qualified and interested in functioning as its Municipal Advisor / Financial Advisor. The County has two main purposes in selecting an Advisor. First, the Advisor will assist the County in reviewing and developing financial…

(1) Vendor needs to provide investment banking and underwriting services to the government authority located in Rhode Island. – Provide investment banking and underwriting services to serve as Senior Managing Underwriter or Co–Underwriter for the Bonds.– The Senior Managing Underwriter selected will be expected to work closely with representatives of the Corporation, agency, bond counsel, agency’s municipal advisor, and other members of the financing team.– The underwriting firm selected will…

(1) Vendor needs to provide municipal finance services to the government authority located in Weymouth, MA.– Consultant teams to evaluate potential District Improvement Financing (DIF) districts and advise the Town on whether, where, and how to advance one or more districts. – Selected consultant will provide financial, economic–development, real–estate, infrastructure, planning, public–private partnership, grant, and implementation support.(2) This is a brief information; Main RFP Document is…

(1) Vendor needs to provide financial advisor services to the government authority located in North Carolina.• Evaluate current debt profile, repayment structure, and outstanding obligations • Assess incremental debt capacity under baseline and stress conditions • Model impacts of new issuance on key credit metrics (e.g., leverage, coverage ratios) • Benchmark capital structure against peer rated public universities • Recommend optimal debt structuring strategies (fixed vs. variable, maturity…

(1) Vendor needs to provide bond counsel services to the government authority located in Elizabeth, NJ.• Prepare or review bond ordinances and assemble the certified record of proceedings required under the local bond law and other applicable law.• Prepare resolutions, notices, closing documents, legal opinions, and other instruments required for the issuance and sale of bonds and notes.• Coordinate with Borough officials, the auditor, financial advisor, underwriters, purchasers, and other…

(1) Vendor needs to provide bond counsel services to the government authority located in Linden, NJ.• On an as needed basis prepares, reviews and opines on bond ordinances related to capital projects.• Assists in reviews and updates of official statements associated with debt issuances.• Attends bid openings and assists in analyzing bids to determine final award.• Assists in relationship management with rating agencies.• Provides advice on legal and financial matters to ensure County’s fiscal…

The Ocean County Board of Commissioners is requesting qualifications for the services for ' Project Title .

(1) Vendor needs to provide professional financial advisor services to the government authority located in Woodbury, NJ. – Provide financial advisor services, including those associated with the issuance of debt and cost and benefit analysis.– Provide review professional reports and feasibility studies to ensure financing issues have been adequately addressed.– Develop cash flow models to project the effects of various financing strategies for proposed projects or programs.– Review and…

Vendor needs to provide bond counsel services to the government authority located in Bloomfield, NJ.• Prepare improvement authorization ordinances including all necessary documents and supporting information.• Review record of proceedings to ensure completeness.• Provide advice on financing and tax matters.• Prepare applications for local finance board as required.• Prepare all necessary documents, forms, reports and notices for the sale of various note obligations.• Prepare all necessary…

The OAG is soliciting proposals from attorneys to advise and represent the OAG and the OAG's client agencies and institutions with respect to projects that involve state supported financing, including legal advice related to federal tax and public finance. Such legal advice may involve, but will not necessarily be limited to, proposed public private partnerships, proposed regulation, developing or reviewing proposed financing structures for the Commonwealth's debt, advising and representing…

The Town of Kiawah Island invites statements of qualifications from independent registered municipal advisors to assist the Town with the planning, structuring, procurement, issuance, and closing of one or more debt obligations for approved capital projects. The Request for Qualifications includes a complete description of the scope of services and proposal content requirements.

The requirement is to provide independent, high-quality advice and practical support covering borrowing, refinancing, investment management, treasury strategy, cash flow forecasting, treasury policy and governance, regulatory guidance, training and related treasury matters.

Vendor needs to provide government debt and infrastructure finance senior advisor services to the government authority located in Washington, DC.• Manage technical assistance requests from foreign governments, including leading assessments and design missions with counterpart government ministries, agencies, and institutions, as well as private sector stakeholders, to determine the need for technical assistance and evaluate the counterpart’s capacity and commitment to benefit from treasury’s…

(1) Vendor needs to provide investment advisor services to the government authority located in NY. – Provide independent investment advisory and consulting services to support the agency investment program, fiduciary responsibilities, asset management objectives and long–term financial.– Develop a customized investment strategy aligned with the organization’s mission, risk tolerance, liquidity needs, and spending policies.– Investment strategy and advisory– Portfolio management– Reporting and…

(1) Vendor needs to provide investment advisor services to the government authority located in NY. – Provide independent investment advisory and consulting services to support the agency investment program, fiduciary responsibilities, asset management objectives and long–term financial.– Develop a customized investment strategy aligned with the organization’s mission, risk tolerance, liquidity needs, and spending policies.– Investment strategy and advisory– Portfolio management– Reporting and…