Financial Advisory Services

The Vendor is required to provide for financial advisory services needed by the university.
- Analyze and make recommendation regarding the University's overall present debt structure, refunding, advance refunding, net present value savings compared to the value of call options, etc.
- Financial Advisor Services as needed or request to facilitate impact analyses and modeling across available funding mechanisms of its behalf.
- Analyze and make recommendations regarding future debt issues.
- Analysis of the total life cycle costs associated with debt issuance. This may include whether the University should issue its own debt or participate with another entity.
- Review legal and other documents to ensure that the end result is a complete financing plan that is in the best interest of the University.
- Review marketing plan, pre-pricing analysis, and all cost associated with the bond financing, ensuring the most favorable bond terms to the University.
- This will include recommendations regarding fixed or variable rate bonds, interest capitalization, coupon rates, redemption provisions, serial or term bonds, additional bond test, etc.
- Timely help the University to obtain grants/appropriations, both public and private, both state and federal, to plan and construct capital projects.
- Advise the University on creative sources of funding for projects, both governmental and from the private sector.
- Providing financial recommendations on whether the University should proceed with public/private or public/public undertakings.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: October 22, 2025