Financial Advisory Government Contracts, Bids & RFPs

(1) Vendor needs to provide municipal financial advisory services to the government authority located in St. Charles, IL.– Provide municipal financial advisory services for debt planning, debt issuance, debt management, and related public finance support.– Debt management and planning review the city's outstanding debt portfolio and identify opportunities for restructuring, refunding, or other debt service savings strategies.– Assist in developing or updating debt management policies,…

(1) Vendor needs to provide financial advisor services to the government authority located in San Antonio, TX. – Serve the agency as financial advisor in its debt and financial management program. – The financial advisor services requested include traditional services and non–traditional financial services.– Traditional services include, quantitative analysis, evaluation and presentation of financing options, provision of timely credit market information, preparation of offering documents,…

(1) Vendor needs to provide municipal advisory services to assist with bond issuances, refunding activities, analysing any potential opportunities related to our debt and future financing needs to the government authority located in San Antonio, TX.• Provide advice to the district on any new issuances, including re–offerings of outstanding issuances that are treated for purposes of the federal securities laws and federal tax laws as new issuances.• Supervise the sale of the municipal…

(1) Vendor needs to provide financial advisory services to the government authority located in Stone Mountain, GA.– Provide strategic financial advisory services that support the district’s fiscal objectives, capital planning initiatives, debt management, and other municipal financing needs.– Provide independent, unbiased advice regarding financing strategies. – Assist the District in planning, structuring, and executing debt issuances. – Support the District in selecting and managing other…

(1) Vendor needs to provide financial advisor professional services to the government authority located in Palo Alto, CA.– Provide ongoing monitoring of the City’s debt portfolio and municipal market conditions, including:– Municipal market update, including interest rate trends and market conditions.– Review of current and potential refunding opportunities.– Summary of the city’s outstanding debt portfolio, including debt profile and debt service schedules.– Discussion of relevant financing,…

(1) Vendor needs to provide financial services to the government authority located in Park, UT • Provide on–call economic, financial, and analytical and statistical consulting services, including to financial analysis, budget preparation, grant management, forecasting, modeling, property acquisition scenarios, and audit support• Assist with financial forecasting and economic analyses and planning to ensure effective allocation of resources and adherence to budgetary constraints.• Provide fee…

(1) Vendor needs to bond financial advisory services to the government authority located in New Britain, CT. – Provide bond financial advisory services to the authority on an agency–wide basis.– Provide services for all bond and related financing matters, or may establish a pool of qualified firms eligible for assignments on a transaction–by–transaction basis.– Assist with applications for state bond volume cap and other governmental approvals.– Develop and review financial models, sources and…

Vendor needs to provide financial advisor services to the government authority located in San Antonio, TX.• Traditional services include, but are not limited to, quantitative analysis, evaluation and presentation of financing options, provision of timely credit market information, preparation of offering documents, advice and assistance with the structuring, marketing, issuance, sale and delivery of debt instruments, as well as attending meetings and the provision of on–going services…

The purpose and intent of this Request for Qualifications (RFQ) by the City of Chattanooga, Tennessee (City) is to solicit sealed Statements of Qualifications (SOQ) from qualified firms to negotiate a contract for Financial Advisory Services. The primary role of the Financial Advisor under this contract will be to support the City's debt issuance activities. Other responsibilities include, but are not limited to: providing advice on all aspects of any proposed capital financing; developing…

(1) Vendor needs to provide financial and municipal advisory services to the government authority located in Bernalillo, NM. – Including, but not limited to, the county’s investments, debt financing and revenue services, and other financial issues that the county must work with on a routine basis.(2) All questions must be submitted no later than August 28, 2026.(3) The contract period will be four years.

(1) Vendor needs to provide investment management services to the government authority located in Prescott, AZ.– Provide economic and market research, including interest rate forecasts, yield curve analysis, and other technical and fundamental market analysis to support investment decisions.– Assist the City with cash flow forecasting and maturity planning to maintain adequate liquidity while optimizing investment returns.– Monitor the creditworthiness of issuers, financial institutions, and…

(1) Vendor needs to provide investment management services to the government authority located in Prescott, AZ.– Provide economic and market research, including interest rate forecasts, yield curve analysis, and other technical and fundamental market analysis to support investment decisions.– Assist the City with cash flow forecasting and maturity planning to maintain adequate liquidity while optimizing investment returns.– Monitor the creditworthiness of issuers, financial institutions, and…

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 financial planning and advisory services to the government authority located in Houston, TX.– provide qualified personnel and professional advisory services related to financial planning and analysis.– Financial planning and forecasting:– Assess the agency current financial planning and forecasting practices.– Develop a rolling thirteen (13)–week cash flow forecast.– Develop annual operating cash flow forecasts.– Long–range financial Modeling:– Develop integrated…

(1) Vendor needs to provide financial planning and advisory services to the government authority located in Houston, TX.– provide qualified personnel and professional advisory services related to financial planning and analysis.– Financial planning and forecasting:– Assess the agency current financial planning and forecasting practices.– Develop a rolling thirteen (13)–week cash flow forecast.– Develop annual operating cash flow forecasts.– Long–range financial Modeling:– Develop integrated…

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.

RFP Documents : FY27-ADMIN-01 Financial and Municipal Advisory Services (PDF) Number : FY27-ADMIN-01 Project Name : Financial and Municipal Advisory Services NIGP Codes : 94648, 94649 Open Date : August 16, 2026 Due Date : September 15, 2026, by 3:00 PM MDT

Vendor needs to provide bond counsel legal services to the government authority located in Texas.– Bond counsel is expected to assign those attorneys and professionals employed by the firm who are best suited to appropriately respond to requests for these legal services.– Bond counsel shall provide legal advice on developing and structuring bond issues and financial transactions, including, without limitation, the tax aspects thereof.– Bond counsel shall provide advice regarding suitable forms…

(1) Vendor needs to provide financial consulting services to the government authority located in Miami, FL.– Provide general financial consulting services including strategic planning, business planning, fiscal policy formulation, economic analysis, funding usage analysis, benchmarking, transportation funding opportunities analysis, and other planning initiatives, and provide recommendations as needed.– Perform financial sensitivity analyses on transit and transportation programs, projects and…

Vendor needs to provide bond counsel services to the government authority located in Passaic, NJ.– Provide the City with legal guidance relating to, but not necessarily limited to:– Legal research and/or advisory opinions as needed.– Render the bond counsel’s opinion regarding the validity and binding effect of the bonds, the source of payment and security for the bonds, and the excludability of interest on the bonds from gross income for federal income tax purposes.– Prepare and review…

(1) Vendor needs to provide financial and business financial advisor services to the government authority located in Norman, OK. • Provide financial advisory services to support the university's debt issuance, financing strategies, and related short and long–term borrowing activities.• Assist in developing and implementing an effective method of issuing general, limited, and special obligation debt, or notes, bond anticipation notes short–term or long–term indebtedness or other evidences of…

(1) Vendor needs to provide investment advisor service to the government authority located in Austin, TX. – Provide timely assessments of the market and market reactions to economic events. – Provide non–discretionary management of agency operating portfolio, as assigned, by acting solely in an advisory and administrative capacity within the guidelines of the agency investment policy.– Provide non–discretionary management of tax–exempt bond funds, as assigned, by acting solely in an advisory…

(1) Vendor needs to provide investment advisor service to the government authority located in Austin, TX. – Provide timely assessments of the market and market reactions to economic events. – Provide non–discretionary management of agency operating portfolio, as assigned, by acting solely in an advisory and administrative capacity within the guidelines of the agency investment policy.– Provide non–discretionary management of tax–exempt bond funds, as assigned, by acting solely in an advisory…

(1) Vendor needs to provide external legal services for matters related to board matters, bonds, employment matters/employment litigation, elections, E–Rate, general litigation, immigration law, intellectual property, investigations, small business enterprise to the government authority located in Dallas, TX.– The services will including act as issuers disclosure counsel; assist in the preparation of required documentation that relate to the debt obligations, financing documents, legal…

(1) Vendor needs to provide investment advisory services to the government authority located in San Antonio, TX.– Identify investment philosophy and strategy for a public–sector.– Identify approach to preservation of principal, liquidity management, diversification, yield optimization, and management of interest–rate and market risk.– Establish process for developing and maintaining an appropriate maturity structure and investment strategy based on cash–flow requirements.– Initiate purchases…

(1) Vendor needs to provide investment advisory services to the government authority located in San Antonio, TX.– Identify investment philosophy and strategy for a public–sector.– Identify approach to preservation of principal, liquidity management, diversification, yield optimization, and management of interest–rate and market risk.– Establish process for developing and maintaining an appropriate maturity structure and investment strategy based on cash–flow requirements.– Initiate purchases…

(1) Vendor needs to provide investment advisor service to the government authority located in San Marcos, TX• The advisor will receive instructions regarding securities purchases/sales from the Treasurer.• Actively research and provide investment recommendations/opportunities to achieve the investment goals of the County.• Indicate full understanding of Investment Policy by submitting a written acknowledgement annually.• Review investment policy annually and recommend appropriate amendments.•…

(1) Vendor needs to provide continuing disclosure and arbitrage calculation services to the government authority located in Brea, CA.– Continuing Disclosure ServicesA. Obtain all data as required in the Continuing Disclosure Certificate (Certificate) for all outstanding municipal debt and any future issuances that require ongoing disclosure to complete the Annual or Semi–Annual Report (Report).– B. Prepare the reports in a format acceptable to the City that includes the requirements of the…

(1) Vendor needs to provide underwriting services to the government authority located in Colorado. • Structuring recommendations and analysis• Preparation of financing documents and official statement• Marketing and distribution of the COPs• Pricing and sale of the COPs• Coordination with bond counsel, disclosure counsel, municipal advisor, and other financing team members• Closing coordination(2) All the questions must be submitted no later than Aug 28, 2026.

The MDT is soliciting the services of qualified firms of certified public accountants with experience (including rural-specific) and interest to the annual financial municipal audit services and related review engagements including Local Authorities Pension Plan (LAPP). These comprehensive audits are to be performed in accordance with generally accepted auditing standards for municipal governments recommended by the Canadian Institute of Chartered Accountants.

(1) Vendor needs to provide portfolio management services to the government authority located in Anaheim, CA. – Provide Portfolio management services to assist the finance director and treasurer in the prudent investment and protection of assets.– Provide comprehensive reporting to keep staff informed of the status of investments, which may include daily, weekly, monthly, quarterly, and annual reports.– Perform cash flow analysis to determine current and future liquidity needs, assist to…

(1) Vendor needs to provide bond counsel services for the single family and multifamily bond programs services to the government authority located in Des Moines, IA.– Bond Counsel will serve as the primary legal advisor to the Authority regarding state and federal law, tax matters, and securities regulations associated with the Authority's debt issuance.– Legal Opinions and Federal Tax Matters– Document Preparation, Review, and Transaction Support– Programmatic Matters– Board Support,…

(1) Vendor needs to provide investment management and advisory services to the government authority located in Boston, MA.– Provide serve as a general resource to agency staff for information, advice, and training regarding fixed income securities and investments.– Work with agency staff and its cash flow consultants to ensure that the investment strategy is consistent with agency cash requirements.– Provide monthly and quarterly statements of investment activity, earnings and the value of the…

(1) Vendor needs to provide investment advisory services to the government authority located in Miami, FL. – Provide recommendations on investment opportunities including asset allocation, portfolio construction, and rebalancing.– Provide timely assessments of the market, including market analysis of economic indicators and their potential impact on the agency’s investment portfolio.– Provide written market commentary in connection with periodic reporting and meetings, highlighting risks,…

(1) Vendor needs to provide investment advisory services to the government authority located in Miami, FL. – Provide recommendations on investment opportunities including asset allocation, portfolio construction, and rebalancing.– Provide timely assessments of the market, including market analysis of economic indicators and their potential impact on the agency’s investment portfolio.– Provide written market commentary in connection with periodic reporting and meetings, highlighting risks,…

(1) Vendor needs to provide fiscal analysis services to the government authority located in Thornton, CO.• Develop a comprehensive long–range municipal fiscal analysis tool capable of evaluating the fiscal impacts of land use and development scenarios over an extended planning horizon, including the potential expansion into a new county.• Evaluating the long–term fiscal impacts of land use and development scenarios of all magnitudes.• This fiscal impact analysis tool will be used to establish…

(1) Vendor needs to provide agency–wide bond counsel services to the government authority located in New Britain, CT. – Provide agency–wide bond counsel and related legal services in connection with current and future financing transactions undertaken or facilitated.– Services may include tax–exempt and taxable bond financings, private activity bonds, multifamily housing revenue bonds, direct placements, public offerings, refunding’s, and all legal services.– Provide analysis regarding…

The City of Anaheim Finance Department is seeking proposals from experienced and qualified firms to provide Portfolio Management Services to assist the Finance Director/Treasurer in the prudent investment and protection of City assets. Proposals are due no later than Response Submission Time on Response Submission Date .

(1) Vendor needs to provide investment advisory services to the government authority located in Waco, TX.– Providing non–discretionary investment advisory services for its estimated $170 million investment portfolio.– Review cash flow requirements prepared by the agency staff and develop an investment strategy to complement the cash flow.– Provide monthly reports on investment activity, earnings, and the value of the portfolio holdings and projected portfolio cash flows– Provide quarterly…

(1) Vendor needs to provide municipal finance software.– Municipal finance software including conversion and implementation services, ongoing training and technical support for the system.– The software will utilize fund accounting and integrate, manage and support accounting and utility billing.– All financial accounts, payables, and payroll are managed through the administration department and led by the finance director. – The municipal finance software must have the capacity to help manage…

(1) Vendor needs to provide financial and administrative support service to the government authority located in Los Angeles, CA. • Recommends strategies for process improvement and prepares justifications for staffing, facilities, equipment, production, and policy• Conducts a variety of special projects and programs• Conducts data analysis and research and implements problem–solving solutions• Assists in the development and administration of the budget, including gathering information and…

Vendor needs to provide financial advisory services to the government authority located in Pennsylvania.– Financial advisor will provide general financial advisory services to agency relating to day–to–day operations and long–term planning decisions, on an as–needed basis at agency sole discretion.

Vendor needs to provide international public financial management technical advisor budget and financial accountability service to the government authority located in Washington, DC. – Provide technical advice– Design reforms– Facilitate institutional change– Optimize operations– Build capacity– Develop tools– Report progress

(1) Vendor needs to provide financial and business bond counsel services to the government authority located in Norman, OK. • Provide bond counsel services to support the university's issuance of debt, notes, and other financing instruments, ensuring legal compliance and effective execution.• Assist in developing and implementing an effective method of issuing general, limited, and special obligation debt or notes, bond anticipation notes, short–term or long–term indebtedness or other…

Vendor needs to provide investment consulting and management services to provide non custody, nondiscretionary investment consulting and management services to the government authority located in Yardley, Pennsylvania.• Manage the commission’s investment portfolio on a full–time basis pursuant to the specific stated investment objectives set forth in the investment policy and the trust indenture, as applicable.• Proactively identify, research and recommend to commission staff specific…

Vendor needs to provide investment consulting and management services to provide non custody, nondiscretionary investment consulting and management services to the government authority located in Yardley, Pennsylvania.• Manage the commission’s investment portfolio on a full–time basis pursuant to the specific stated investment objectives set forth in the investment policy and the trust indenture, as applicable.• Proactively identify, research and recommend to commission staff specific…

(1) Vendor needs to provide municipal finance software.– Municipal finance software including conversion and implementation services, ongoing training and technical support for the system.– The software will utilize fund accounting and integrate, manage and support accounting and utility billing.– All financial accounts, payables, and payroll are managed through the administration department and led by the finance director. – The municipal finance software must have the capacity to help manage…

Vendor needs to provide financial and administrative support service to the government authority located in Los Angeles, CA. – Provide a fully trained and qualified individual to provide the services as delineated in forthcoming task orders.• Plans and organizes administrative functions and tasks relative to the activities or operations of agency.• Designs, develops, and implements projects that are defined by agency.• Recommends strategies for process improvement and prepares justifications…