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A government agency in California issued “Financial Advisor Professional Services” (RFP). Solicitation ACCT-1203 closed on September 15, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide financial advisor professional services to support the city’s debt management, capital financing, and related strategic planning for a three-year period.
- Requirement:
• Municipal market update, including interest rate trends and market conditions.
• Summary of the city’s outstanding debt portfolio, including debt profile and debt service schedules.
• Evaluate the city’s debt capacity, affordability, and repayment considerations.
• Analyze financing alternatives for capital projects, including pay-as-you-go financing, debt financing, public-private partnerships, grants, and other funding strategies
• Recommend revisions to the city’s debt management policy or other financial practices related to debt issuance, debt management, and capital financing.
• Advise the city regarding potential debt issuances, financing structures, timing, and financing alternatives prior to authorization of a financing transaction.
• Advice on regulatory developments, disclosure requirements, and other federal, state, and local requirements affecting municipal debt and financing activities, in coordination with bond counsel and other financing team members, as appropriate.
• Prepare financial analysis, modeling, forecasts, and recommendations to support strategic planning and long-term financial decision-making.
• Develop the financing schedule and transaction timelines.
• Advise on debt structure, sizing, timing, and method of sale.
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-1203) closed on September 15, 2026. See similar open RFPs below.
A government agency in California. 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: 3 years.
Questions and inquiries must be submitted by September 8, 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.
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