closed🌐 smcgov2023-Solicitation-00029
Request for Proposals for Municipal Financial Advisor Services
smcgov / Project Development Unit
Description
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.
Details?
- Posted
- Dec 7, 2023
- Response deadline
- Dec 28, 2023, 11:00 PM UTC
- Status
- closed
- Buyer
- smcgov
- Department
- Project Development Unit
- Jurisdiction
- smcgov
- Reference #
- 2023-Solicitation-00029
- Summary
- <p>The County of San Mateo (the “County”) is requesting proposals from qualified financial advisors (hereinafter referred to as “Proposer”) to provide financial advisory servic
- Is Paused
- false
- Template Title
- Attach Your Solicitation
- Copy Count
- 1
- Government Organization City
- Redwood City
- Government Organization Logo
- https://assets.procurement.opengov.com/logo-uploads/cf4a120a-e7d8-4e8c-b7fd-fca8db3c7adb_Seal_of_San_Mateo_County,_California.svg.png
- Government Organization Name
- County of San Mateo
- Government Organization State
- CA
- Government Organization Website
- https://www.smcgov.org/
- Government Organization Zip Code
- 94063
- Government Organization Address1
- 400 County Center
- Government Organization Address2
- 1st Floor
- Government Organization Timezone
- America/Los_Angeles
- Government Organization Country Code
- US
- Close Out Reason
- Solicitation Completed
- Closed Substatus
- other
Contact
(650)363-4123
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Raw record
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"title": "Request for Proposals for Municipal Financial Advisor Services",
"status": "closed",
"summary": "<p>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.</p>",
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"proposalDeadline": "2023-12-28T23:00:00.000Z",
"releaseProjectDate": "2023-12-07T16:44:01.640Z"
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