Financial Advisor Services - RFP

Close: Jan 23, 2026

Services shall include, but not limited to: the preparation and selling of Municipal debt instruments such as Municipal Bonds, Refunding Bonds, Bonds Anticipation Notes, and other Notes; assistance in the preparation of and review of the Township’s Official Statement; conducting and providing the necessary calculations for Bonds and Notes sales; providing assistance to and interacting with Bond Counsel with regard to all relevant past, present and future Township Bonds and Notes issues, and all required financial matters; assist Township personnel during Bonds and Notes rating processes; representation at any required Local Finance Board Meetings; assistance in the production of applications to the Local Finance Board; assistance in obtaining Bond Insurance; providing financial analyses when required by the Township and with regard to the timing of Bond Refunding, notes sales, and the permanent financing of temporary debt; and advising the Township with regard to legislation affecting Municipal Finance Matters. Financial Advisor will also assist the Township with its continuing disclosure requirements and filings of required information with EMMA (Municipal Securities Rulemaking Board's Electronic Municipal Marketplace Access) as explained in Local Finance Notice 2014-9.

Close: Feb 5, 2026

The City of Casselberry, FL issued RFP RFP-2026-1391 to retain one qualified firm to provide comprehensive financial advisor services including analysis of financing options, arbitrage rebate calculation, disclosure services, procurement of necessary professional services, and assistance with procuring debt obligations. The solicitation was posted on 2026-01-05 and proposals are due 2026-02-05. Solicitation documents and submission instructions are hosted on the Citys VendorLink portal (registration/login required) and no public solicitation PDF was retrievable without portal access.

Close: Feb 10, 2026

Provide municipal advisor services to act as advisor on all matters associated with MSD debt issuance, debt restructuring, debt policies and debt management.