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Debt Issuance Advisory and Transaction Management

Active

State & Local

Response Deadline09/15/2026, 10:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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This subcontract for Debt Issuance Advisory and Transaction Management provides comprehensive advisory support for prime contractors managing new debt issuance or refinancing projects for the City of Palo Alto. The selected provider will be responsible for developing financing schedules, determining optimal market entry timing, and advising on debt structures and sale methods. Key technical duties include reviewing Official Statements and coordinating with bond counsel and underwriters through the use of yield modeling tools to ensure successful debt closings. The contract requires strict adherence to MSRB compliance and fiduciary standards to maintain financial integrity. Interested parties must submit their responses by September 15, 2026, for this opportunity managed by the Administrative Services agency in California under NAICS code 523110.

General Info

Debt issuance advisory and transaction management for City of Palo Alto, due September 2026.

Agency

California → Administrative ServicesView Agency

NAICS

523110 - Investment Banking and Securities DealingView 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

AI Contract Breakdown

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Timeline

PostedAug 5

subcontract

Response DeadlineSep 15

Submission deadline

Response Deadline

09/15/2026, 10:00:00 PM UTCin 9 days

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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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Provides end-to-end advisory support for new debt issuance or refinancing for prime contractors on City of Palo Alto financial advisory projects. Develops financing schedules, determines market entry timing, and advises on debt structure and sale methods. Reviews Official Statements and coordinates bond counsel and underwriters using yield modeling tools. Requires MSRB compliance and fiduciary standards. Delivers successful debt closings.

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