Get in Touch
[email protected]
We Accept
Copyright © 2026 RFPPlanet. All rights reserved.
Privacy Policy
Cookie settings
Terms of Use
A government agency in Michigan issued “Financial Advisor Services” (RFQ). Solicitation ACCT-1110 closed on July 13, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide financial advisor shall provide advisory, analytical, strategic, and technical support that includes, but is not limited to, the following:
1. Debt management and transaction support
• Advise on the planning, structuring, and execution of debt issuances (new money or refunding).
• Evaluate and recommend financing strategies, structures, instruments, and timing.
• Assist in the preparation of official statements and related disclosure materials.
• Support the county in the selection of underwriters, bond counsel, and other professional services.
• Provide independent analysis of proposed financing terms, transaction costs, credit impacts, and market conditions.
• Attend meetings, rating agency presentations, and closings as required.
2. Capital planning and long-term financial strategy
• Assist the CFO with long-term financial planning and capital improvement financing strategies.
• Develop and analyze multi-year debt affordability models.
• Provide recommendations regarding policies, practices, and opportunities to improve the county’s financial position.
3. Market monitoring and advisory services
• Monitor and report on municipal bond market conditions, interest rate trends, rating agency developments, and credit considerations relevant to the county.
• Provide periodic updates and briefings to the CFO regarding market dynamics and potential impacts on county financing.
4. Evaluation of debt portfolio and refinancing opportunities
• Conduct periodic reviews of the county's outstanding debt portfolio.
• Identify potential refunding, restructuring, or cost savings opportunities.
• Provide recommendations supported by quantitative analysis.
5. Regulatory compliance and disclosure support
• Assist the county in meeting applicable federal and state regulatory requirements related to debt issuance.
• Support the county’s continuing disclosure obligations under sec rule 15c2 12.
• Provide guidance regarding post issuance compliance, rebate calculations, and reporting requirements.
6. General advisory services
• Provide independent, unbiased financial advice.
• Prepare reports, presentations, and analyses at the request of the CFO.
• Attend board of commissioners meetings or other public meetings when requested.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (ACCT-1110) closed on July 13, 2026. See similar open RFPs below.
A government agency in Michigan. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 2 years.
Questions and inquiries must be submitted by June 22, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
Set up free email alerts and get notified when new government and private-sector bids and tenders match your industry and location. Choose daily or weekly delivery.
