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Credit Rating Agency Strategy and Presentation Support

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State & Local

Contract Overview

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This subcontract for Credit Rating Agency Strategy and Presentation Support involves managing communication strategies between the City of Palo Alto and major credit rating agencies. The selected provider will be responsible for planning presentations, developing credit rating strategies, and advising on financial factors that influence credit profiles based on S&P, Moody's, and Fitch frameworks. A deep understanding of municipal credit rating methodologies is required to successfully deliver rating agency presentations and secure credit reaffirmations. The project is managed by the Administrative Services agency in California under NAICS code 541611. Interested parties must submit their responses by the deadline of September 15, 2026. Further details and application processes are hosted through the City of Palo Alto's procurement portal.

General Info

Palo Alto seeks a provider for credit rating agency strategy and presentation support.

Agency

California → Administrative ServicesView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of RFP198130.

The full solicitation package (5 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Financial Advisor Professional Services

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Organization & Contact Information

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AgencyCalifornia → Administrative Services
ContactsNo contacts available
OfficeN/A
Organization / Agency
California → Administrative Services
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Office AddressN/A
ContactsNo contact information available

Full Description

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Manages communication strategies between the City and credit rating agencies for prime contractors on City of Palo Alto financial advisory projects. Plans rating agency presentations, develops credit rating strategies, and advises on financial factors impacting credit profiles using S&P, Moody's, and Fitch frameworks. Requires deep knowledge of municipal credit rating methodologies. Delivers rating agency presentations and credit reaffirmations.

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