Financial Planning Services

The Vendor is required to provide services related to financial planning, budget, and strategic advice and planning, policy development, and services related to debt issuance.
- Such services may include, without limitation, the following:
• Evaluate bond issuance capacity;
• Obtain credit rating;
• Assist with credit rating strategies;
• Assist with short-term and long-term funding/bond needs;
• Financing plans and cost benefit analysis development;
• Coordination and participation in all aspects of loan/bond issuance process, including providing advice related to the retention of additional consultants to assist with financing and oversight of such consultants;
• Additional services, as needed, along a municipal/financial advisory capacity; Debt, capital and cash reserve analysis;
• Analyze financial and economic factors to determine if the issuance of bonds is appropriate;
• Develop a financing plan which could include recommendations as to the timing and number of series of bonds to be issued;
• Assist by recommending the best method of sale, either as a negotiated sale, private placement or a public sale;
• Evaluate benefits of bond insurance and/or security insurance for debt reserve fund;
• Analyze future debt capacity to determine potential ability to raise future debt capital;
• Review the requirements and submit analysis to bond insurers, rating agencies and other; and
• Any other associated services.
- Contract Period/Term: 1 year
- Intent to Bid Due Date: July 18, 2025
- Questions/Inquires Deadline: July 15, 2025