Request for Proposals for Municipal Financial Advisor Services

The County of San Mateo (the “County”) is requesting proposals from qualified financial advisors (hereinafter referred to as “Proposer”) to provide financial advisory services to the County and the San Mateo County Joint Powers Financing Authority (“JPFA”) with respect to the County’s lease revenue bond portfolio and anticipated future bond issuances. These transactions may include issuance of lease revenue bonds, refund opportunities and other financing instruments and ongoing advisory services. Operating knowledge of California codes and regulations relating to public financing is a requirement. Additionally, expertise in public entity capital financing is required. In addition, a possession of depth of experience with California counties is highly desirable. Proposer will support the County’s debt program by seeking refunding opportunities for the County, keeping abreast with new regulations, reviewing disclosure documents, and working in partnership with the underwriters, bond counsel, rating agencies, and other business partners.