Municipal Financial Advisor Services

The vendor is required to provide municipal financial advisor services for a broad range of issues in the area of public finance, debt management and other related topics on an as-needed basis.
- Advise staff in determining the most appropriate method of sale, competitive or negotiated. 
- If a competitive bid option is chosen, manage the solicitation, advertisement, and verification of bids. 
- Assist in developing policies and practices that meet the county’s objectives, which include but are not limited to obtaining the lowest practical interest cost and the widest competition of purchasers for its securities.
- Provide advice and assistance to staff with presentations to credit rating agencies, underwriters, institutional investors and other capital market entities, as needed.
- Assist staff with selection of underwriters and the review and evaluation of all underwriting bids submitted.
- Be proactive in providing advice and assistance on the refunding, tender, or other alternatives for existing bonds.
- Assist in the preparation and review of all legal and financing documents in coordination with the county’s finance staff, the county attorney, the county’s bond counsel and other relevant parties. currently, with review of bond counsel, county staff prepares all disclosure information included in offering statements.
- Provide assistance with the development of a financing plan for the capital improvement program, including developing financial models that evaluate financing alternatives.
- Provide debt management and financial policy planning assistance with an emphasis on maintaining the highest possible bond ratings for the county’s general obligation, EDA revenue and public utilities water and sewer revenue bonds.
- Provide investment advice and strategies on topics such as, but not limited to:
• County overall investment policy and philosophy;
• Debt service reserve accounts;
• Escrow funds; and,
• Other long-term investments.
- Provide direction in debt planning and management for county, schools and utility projects, special purpose tax districts, economic development alternatives, public and private partnerships, and multi-jurisdictional authorities.
- Perform other financial advisory services as required by the county.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: July 11, 2025