BANKING-9081 - USA (Lebanon, Indiana) - Financial Advisor Services - Deadline July 31,2026

(1) Vendor needs to provide financial advisor services to the government authority located in Lebanon, IN.• Financial Advisor will serve as a trusted fiduciary advisor to the Council regarding debt issuance, capital financing, and other municipal finance matters.• The Council seeks a firm with extensive experience advising Indiana counties and local governments on debt management, capital planning, financing alternatives, and compliance with applicable regulations.• Fiscal Sustainability Plan: Development of a fiscal sustainability plan that will assist the client in financial planning and management of its financial resources, debt management, and capital improvement planning• Features of the fiscal sustainability planning model may include:– A fiscal sustainability planning model. – Details regarding assumptions utilized for both revenue and expenditure estimates. – Charts, graphs, and tables depicting historical trends and future estimates. – Summary of outstanding debt related to the financing of previous capital expenditures.• Local Income Tax Analysis1. Obtain and summarize the current local income taxes generated and the distribution thereof. 2. Provide an explanation as to the legal uses of the local income taxes generated.3. Provide summary explanation of the current mix of local income taxes. 4. Provide a description as to the potential changes to the LIT as warranted based on discussions with the Client.• Annual Services/Periodic Services1. Monitor and update the Fiscal Sustainability Plan, update the model for various scenarios, attend working group meetings, an provide ongoing financial strategy and advice as warranted. 2. Meet, as needed, with Client officials to discuss and answer questions on the Plan, its findings, recommendations, and alternatives. 3. Provide other requested support services4. Attendance at meetings.(2) The contract period will be for one year.(3) All the questions must be submitted no later than July 17, 2026