FY 2026 Financial Advisor Services

The vendor is required to provide FY 2026 financial management for the three fiscal years ending June 30, 2026, 2027, and 2028, with the option to extend the contract for two fiscal years ending June 30, 2029 and 2030.
•    Advise agency regarding bond market conditions, timing of sales, etc. 
•    Provide ongoing review and analysis of agency debt portfolio and identification of refunding opportunities. 
•    Manage all aspects of debt issuance transactions and coordinate efforts with other bond service providers (bond counsel, disclosure counsel, rating agencies, trustee, underwriter, etc.). 
•    Manage, process, and assist in the preparation of the preliminary and final official statement documents and hiring of underwriter.
•    Facilitate the structure, sale and marketing of agency debt which will include providing assurance to agency that the interest rates received during sales are commensurate with other sales held at the same time by similar issuers and transactions. 
•    Assist agency in obtaining the best possible bond rating, including recommendations for financial policies.  
•    Assistance with presentations and discussions with the board and major rating agencies. 
•    Perform all other duties and services customarily and usually performed by a financial advisor with respect to the services outlined above or at the request of agency.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: September 19, 2025