This Solicitation opportunity from North Carolina was posted on September 23, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool

Closed

274-2027-CTYQuestionnaireState & Local

Submission Closed10/14/2026, 05:00:00 PM EDT

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523150

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Energy Investment and Bankability AdvisoryThe Energy Investment and Bankability Advisory subcontract, managed by the Department of State's Bureau of European and Eurasian Affairs, focuses on enhancing the financial viability of energy projects. The primary objective is to perform detailed financial modeling and project development to ensure energy initiatives are bankable for prime contractors. A significant portion of the scope involves reducing commercial and regulatory obstacles for LNG movement through the Vertical Gas Corridor, utilizing specialized financial modeling software to create investment-ready projects. The contractor is required to adhere to international finance and project development standards to deliver comprehensive investment agreements and bankable project dossiers. This effort falls under NAICS code 523150 and is designed to facilitate critical energy infrastructure investments. The solicitation was posted on November 6, 2026, with a response deadline of December 6, 2026.

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RFQ For Investment Banking Services

Solicitation # 231690

The City of Los Angeles, through the Office of the City Administrative Officer, is soliciting Statements of Qualifications from firms to provide investment banking services for CAO-managed debt programs. The primary objective of this request is to update the Existing Qualified List by adding new firms or upgrading current co-managers to senior manager roles. Selected firms will be utilized on an as-needed basis to perform debt structuring, remarketing, and the marketing and underwriting of bonds, commercial paper, and variable rate securities in accordance with the City's financial policies. Proposals will be evaluated by a panel of City staff based on three weighted factors: experience with specific financing transactions (50%), general firm qualifications including assigned personnel (25%), and the firm's understanding of the City's financing needs and debt constraints (25%). To be considered, firms must submit a response limited to 15 single-sided pages in 11-point Arial font, along with a cover letter, table of contents, and various required attachments and certifications. These include the City Ethics Form 50, an Iran Contracting Act compliance affidavit, and disclosures regarding any disciplinary actions from regulatory bodies like the SEC or FINRA. The submission deadline is November 20, 2026, at 2:00 p.m. PT. Interested vendors must email their full submittal and a redacted public copy to [email hidden] and upload required forms to the Regional Alliance Marketplace for Procurement portal. The City encourages participation from various business enterprises, including MBE, WBE, SBE, EBE, DVBE, and OBE firms, and requires compliance with the Los Angeles Administrative Code regarding non-discrimination and child support obligations.

City Administrative Officer, Office of the

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Municipal Underwriting / Bond & Investment Banking Services

Solicitation # RFQS 7400 BRS4000

The City of Austin is soliciting qualified firms to provide municipal underwriting, bond, and investment banking services to support future financing transactions, including new money and refunding. The scope of work covers several key credits, including General Obligation, Water and Wastewater System Revenue, Electric Utility System Revenue, Airport System Revenue, and Hotel Occupancy Tax Revenue. Selected firms will be responsible for evaluating and refining financial plans, identifying structuring alternatives, assisting with official statements, and coordinating closing arrangements with city staff, bond counsel, and trustee banks. To be eligible, firms must maintain active registration and good standing with the SEC and MSRB. The contract is awarded to the highest rated offerors based on a technical evaluation, with pricing to be negotiated after the selection process. Proposals must strictly adhere to an eleven page limit and a specific informational sequence. Key compliance requirements include adherence to the City of Austin Wage Theft Program, M/WBE procurement programs, and a certification against boycotting Israel. The agreement includes a holdover period not to exceed 180 days and requires specific insurance coverage, including Commercial General Liability of 1 million dollars per occurrence and 2 million dollars aggregate. Payment is processed within 30 calendar days of receipt of a proper invoice via credit card, check, or electronic funds transfer.

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Power District Public Infrastructure District No. 1- Financial Municipal Advisor

Solicitation # RA27-130

Power District Public Infrastructure District No. 1 is soliciting a qualified, SEC and MSRB-registered Financial Municipal Advisor to structure and execute the issuance of municipal bonds. The primary objective is to secure funding for two capital projects: Animal/Event Barns, financed through Fairpark area tax increment revenues, and a Multi-Level Parking Garage, financed via sales tax revenues pledged by the Utah Fairpark Area Investment and Restoration District. The selected advisor must ensure full compliance with MSRB rules, federal tax laws, SEC Municipal Advisor Rules, and Utah PID governing limits. Proposals must be submitted via Bonfire by November 20, 2026, at 5:00 PM MST, with all inquiries due by November 6, 2026. Submissions must include a cover letter, general information, technical responses, and a separate cost proposal. The evaluation process consists of a four-stage review: an initial mandatory requirements check, a technical scoring against a 45-point rubric (minimum 36 points required to proceed), an optional 30-minute interview for up to 10 additional points, and a cost evaluation worth 15 points. The contract will be awarded to the responsive and responsible offeror with the highest total score. Offerors must disclose any material litigation or regulatory actions from the past three years and certify that no conflicts of interest exist. While business confidentiality claims may be submitted for specific sections, pricing is considered public information and cannot be protected. All proposals must adhere to strict formatting guidelines, including page limits for the cover and cost letters, and the prohibition of URLs, which may lead to a proposal being rejected as non-responsive.

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DEADLINE

MUNICIPAL ADVISOR SERVICES FOR BOND FINANCING

Solicitation # FN-2026-002

The City of Burbank is seeking proposals from qualified firms to provide professional municipal financial advisory services under solicitation number FN-2026-002. The scope of work encompasses comprehensive support for bond financing, including debt issuance planning, detailed financing analysis, transaction support during bond issuance, and post-issuance advisory services. Additionally, the selected firm may be required to provide ongoing financial advisory support on an as-needed basis to ensure the city's financing goals are met. Interested parties must submit their proposals by the closing date of November 16, 2026, at 4:00 PM PT. This local government opportunity is centered in Burbank, California, and requires firms to demonstrate their expertise in managing complex municipal debt structures. Further documentation and registration requirements can be accessed through the official procurement portal.

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Request for Qualifications for Underwriter Services Reissued

Solicitation # 2139892

The New York State Department of Homes and Community Renewal is soliciting qualified firms to establish Prequalified Panels and a Selling Group Members list for the sale and issuance of bonds for HFA, SONYMA, MBBA, and TSFC. The procurement is structured into three tiers: Tier 1 Senior Managing Underwriters who lead the syndicate and manage the full underwriting process; Tier 2 Co-Managing Underwriters who support marketing and distribution; and Tier 3 Selling Group Members who distribute bonds without assuming underwriting risk. Firms must be registered with the SEC, FINRA, and/or the MSRB and are required to maintain a physical office in New York State. Selection is based on a composite score, with Tier 1 and Tier 2 applicants requiring at least 65 points, derived from a 90-point technical evaluation and a 10-point diversity assessment. The Agencies have established a 30 percent MWBE and 6 percent SDVOB contracting goal. Qualified firms must provide two years of audited financial statements and meet specific insurance requirements, including professional liability coverage of at least 1 million dollars per claim. Proposals must be submitted via email by November 12, 2026, and must adhere to strict formatting guidelines, including a combined 11-page limit for technical narratives. Prequalified firms will be subject to an annual recertification process to maintain their status on the panels.

NYS Department of Homes & Community Renewal

POSTED

DEADLINE

RFSQ - SENIOR AND CO-MANAGER UNDERWRITER SERVICES

Solicitation # 13326

The County of San Diego is soliciting Statements of Qualifications (SOQs) to establish a five-year standing list of qualified firms to provide Senior and Co-Manager underwriter services on an as-needed basis. The County intends to award up to eight contracts in total, with a maximum of four for each position. The scope of work involves supporting the planning, structuring, marketing, pricing, sale, purchase, and closing of various County financings, including Commercial Paper programs and other directed instruments. Selected contractors must provide comprehensive marketing plans that identify key challenges, opportunities, and pricing objectives to ensure the lowest possible cost of borrowing, while also identifying rating agency concerns and the implications of issuing Green, Social, or Sustainable bonds. To avoid disqualification, offerors must meet mandatory minimum requirements, including attesting to SEC net capital requirements, holding all necessary federal and state licenses, and maintaining full compliance with municipal-securities regulations. Firms must demonstrate California-specific experience with required municipal financing instruments and provide evidence of relevant work completed within the last five years. Submissions must be uploaded via the BuyNet portal by November 16, 2026, and must include required forms such as the Offeror’s Cover Page (PC600) and Representations and Certifications (PC601). Final terms, conditions, and insurance requirements will be addressed in a subsequent second-step procurement phase.

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EXT AIR | 50433 Credit Liquidity and Bond Purchase

Solicitation # SFGOV-0000011971

The San Francisco International Airport is seeking to establish a prequalified pool of commercial banks and financial institutions capable of providing credit or liquidity facilities to support the issuance of its bonds and commercial paper notes, or directly purchasing those bonds. This solicitation, identified as RFQ 50433, is open for proposals until May 31, 2028, but remains accessible through the date that is two months before the pool’s expiration, with submissions accepted via the Airport’s e-Procurement Portal. Proposers must demonstrate their financial stability and creditworthiness, and while prequalification does not guarantee a contract, it allows the Airport to select participants on an as-needed basis at its sole discretion. The initiative aims to secure reliable financial partners capable of ensuring liquidity and market confidence for the Airport’s debt instruments. The solicitation is administered by the City and County of San Francisco through its Airport Commission, with primary contact information provided through Matthew Lau and Alfy Wong. Although the initial proposal deadline is listed as August 21, 2026, the overall procurement period extends through June 1, 2031, allowing for a long-term engagement window. Participation requires submission of detailed information on institutional ratings and capacity to fulfill the financial obligations outlined, and all proposals must be submitted through the designated portal. Prequalified entities will be evaluated based on financial strength, market reputation, and ability to respond promptly when the Airport requires funding support, but no binding agreements are created through this process. The Airport retains full authority to determine the timing, size, and terms of any future transactions with members of the prequalified pool.

San Francisco International Airport

POSTED

DEADLINE

RFQ 50433 - Credit and/or Liquidity Facilities and/or Making a Direct Purchase of Bonds

Solicitation # 50433

The San Francisco International Airport is conducting Request for Qualifications RFQ 50433 to establish a prequalified pool of financial institutions to support the Airport Commission's financing needs. The scope of work involves identifying Providers capable of offering credit, liquidity, or alternative credit facilities to support variable rate bonds and commercial paper notes, as well as making direct purchases of bonds and notes. Inclusion in the pool does not guarantee a contract but allows the Commission to solicit further proposals and negotiate terms on an as-needed basis. The prequalified pool is valid for two years, with a possible extension for an additional two years, while resulting contracts may have terms up to ten years. To qualify for the pool, applicants must pass a binary evaluation based on two mandatory minimum qualifications regarding credit ratings from at least two nationally recognized agencies. Long-term ratings must be at least A2 for Moody's, A for S&P, or A for Fitch, and short-term ratings must be at least P-1 for Moody's, A-1 for S&P, or F1 for Fitch. Selected Providers must also undergo a cybersecurity risk assessment, which may include a SOC-2 Type 2 report, and comply with the City's Mandatory Green Purchasing Requirements and the Health Care Accountability Ordinance. The final deadline for submissions is May 31, 2028, and all selected providers and facilities remain subject to Commission approval.

POSTED

DEADLINE

Municipal Advisory Services

Solicitation # 30001054:26053RFQ:cbc8d7d2

Clinton National Airport is seeking an experienced and independent Municipal Advisor to provide specialized expertise in aviation finance and municipal securities. The selected company will serve as a fiduciary, offering guidance on airport revenue bonds, debt structuring, credit analysis, and financial products supported by Passenger Facility Charges. The awarded firm will work in a collaborative capacity alongside bond counsel, financial consultants, and other professionals to manage municipal securities transactions. This solicitation, identified by number 30001054:26053RFQ:cbc8d7d2, has a response deadline of December 2, 2026.

Clinton National Airport

POSTED

almost 57 years ago

DEADLINE

in 22 days

AI Contract Overview

The City of Raleigh is seeking to qualify broker/dealer firms for inclusion in an approved investment pool to support its approximately 1.8 billion dollar investment portfolio. The City intends to establish a pool of no more than five qualified broker/dealers for a five-year period. All investment activities must be conducted in accordance with the City's Investment and Portfolio Policy and North Carolina General Statutes, specifically N.C.G.S. 159-30 and 147-69.2. Interested firms must submit a completed qualification questionnaire by October 14, 2026, to the Investment and Cash Manager. Applicants are required to provide comprehensive documentation, including current audited financial statements, proof of NASD certification for non-bank institutions, resumes and FINRA reports for primary and secondary account representatives, and a complete schedule of fees and charges. Evaluation factors include the firm's regulatory status, financial condition, overall reputation, experience with public funds, and transaction failure rates. While approval allows a firm to be considered for transactions, it does not guarantee any minimum volume or value of business. Selected firms must ensure all securities are delivered against payment to the City's designated third-party custodian and maintain strict adherence to the City's risk constraints and investment objectives.

General Info

Raleigh seeks five qualified broker/dealers for its investment portfolio for five years.

Agency

North Carolina → City of Raleigh

NAICS

523150 - Investment Banking and Securities Intermediation

Place of Performance

NC, USA

Set-Aside

NONE

Documents

rfq

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedSep 23

Solicitation

Response DeadlineOct 14

Deadline has passed

Submission Closed

10/14/2026, 05:00:00 PM EDT

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Organization & Contact Information

AgencyNorth Carolina → City of Raleigh

Contacts1 person available

OfficeNC, USA

Organization / AgencyNorth Carolina → City of Raleigh

Office AddressNC, USA

Contacts

Lanee Edwards

Full Description

Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool: The City maintains an investment portfolio of approximately $1.8 billion, consisting primarily of U.S. Treasury and Agency obligations, bank accounts, money market accounts, and investment pools. The City’s investment program is administered in accordance with N.C.G.S. §159-30 and the City’s Investment and Portfolio Policy included as Appendix A.