Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, August 5 at 2:00 PM EDT

Register Free →

Get CLEATUSFree Trial

Get CLEATUSFree Trial

Search

Top

Back to Contracts

Financial and Debt Advisory Services

Active

State & Local

Contract Overview

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

AI Contract Overview

Show more

The contract provides for comprehensive financial and debt advisory services to support the Ramona Municipal Water District in issuing municipal debt and structuring bond financing to enable future capital projects made possible by an increased debt limit. The services encompass strategic financial planning, debt issuance guidance, and technical structuring to ensure optimal financing solutions that align with the district’s long-term infrastructure goals and fiscal responsibilities. The advisor will assist in navigating regulatory requirements, market conditions, and investor expectations to facilitate timely and cost-effective access to capital markets. The work is to be performed in the 92065 zip code area, reflecting the district’s operational location in California, and falls under NAICS code 523930, which classifies the service as other financial investment activities. As a subcontract, this engagement supports broader municipal initiatives that require specialized expertise in public finance, particularly in the context of enhanced borrowing authority. The services aim to strengthen financial resilience and ensure that capital projects—including water infrastructure improvements—are funded efficiently, sustainably, and in compliance with state and federal guidelines.

General Info

Financial advisory services for Ramona Municipal Water District to issue bonds and structure debt for capital projects in California.

Agency

California → Ramona Municipal Water District

NAICS

523930 - Investment AdviceView NAICS

Place of Performance

CA, 92065

Set-Aside

NONE

Documents

(0)

No documents available

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedJul 27

subcontract

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyCalifornia → Ramona Municipal Water District

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Ramona Municipal Water District

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Advisory services for issuing municipal debt, bond financing, and financial structuring to support future capital projects enabled by the increased debt limit.

Similar Contracts

Same NAICS industry code

Portfolio Management & Asset Allocation StrategyTexas Southern University is soliciting proposals for a subcontract to design and provide ongoing management of asset allocation models, risk profiling, and strategic portfolio structuring tailored to university endowments and operating funds. The contract falls under NAICS code 523930, indicating a focus on financial services related to investment management, and requires responders to deliver comprehensive financial strategies that ensure long-term growth, risk mitigation, and alignment with institutional goals. The opportunity was posted on July 30, 2026, with a deadline for responses set for August 13, 2026, at 5:00 PM. While specific location details for performance or agency office are not provided, the work is expected to support the financial operations of Texas Southern University in Texas. Interested parties must submit proposals through the Texas SmartBuy portal before the stated deadline.

Texas Southern University

POSTED

DEADLINE

Municipal Investment Advisory ServicesHays County is seeking a qualified provider to deliver fiduciary-level investment advisory services for its municipal funds, ensuring alignment with the Texas Public Funds Investment Act (HB 89). The selected advisor will be responsible for developing and implementing portfolio strategies, managing risk exposure, and maintaining strict compliance with state regulations governing the investment of public funds. Services must reflect a heightened duty of care, emphasizing prudence, diversification, and long-term stewardship of taxpayer resources. The contract opportunity is open as a subcontract under NAICS code 523930, with responses due by August 25, 2026. Offerors must demonstrate proven experience in managing public sector investment portfolios, a deep understanding of Texas statutory requirements, and the ability to provide transparent reporting and accountability mechanisms. All activities will be performed in service of Hays County’s financial objectives, with an emphasis on capital preservation, liquidity, and yield optimization within legal constraints. The full solicitation details are accessible via the provided Texas SmartBuy link.

POSTED

DEADLINE

Innovative Finance and Public-Private Partnership (P3) SupportThe contract seeks to provide policy analysis and program assistance to state departments of transportation on innovative finance mechanisms, with a primary focus on public-private partnerships and alternative funding models. The work aims to support DOTs in developing and implementing financing strategies that enhance infrastructure delivery through non-traditional approaches, ensuring efficient use of public resources and improved project outcomes. The contractor will be expected to deliver expert guidance on structuring P3 transactions, evaluating financial tools, and navigating regulatory and policy landscapes related to transportation funding innovation. This subcontract is issued under the U.S. Department of Transportation, managed by the 693JJ3 Acquisition and Grants Management office, with performance centered in Washington, D.C., at the ZIP code 20590. The opportunity was posted on July 30, 2026, with a response deadline of August 24, 2026, and is classified under NAICS code 523930, which pertains to other financial investment activities. The contract does not specify a set-aside type or point of contact, and interested parties must submit proposals through the SAM.gov portal before the stated deadline to be considered for award.

693JJ3 Acquisition And Grants Mgt

POSTED

DEADLINE

HUD Section 108 Loan Feasibility & Financial AnalysisThe contract seeks qualified contractors to perform comprehensive financial feasibility studies, underwriting, and subsidy layering analysis for the HUD Section 108 Loan Guarantee Program, focusing on the development of accurate repayment models and complex layered financing structures that align with federal guidelines and local housing needs. The work will involve evaluating the financial viability of proposed projects, assessing debt service coverage, modeling multiple funding sources, and ensuring sustainable repayment scenarios that account for federal subsidies, state assistance, and private capital. This subcontract opportunity is issued by the state of Utah with a response deadline of August 13, 2026, and falls under NAICS code 523930 for other financial investment activities. While no specific place of performance or point of contact is provided, contractors must be prepared to deliver detailed analytical reports and supporting documentation that meet HUD’s strict requirements for Section 108 program compliance. The project requires deep expertise in public finance, affordable housing financing, and federal subsidies, with an emphasis on structuring capital stacks that maximize impact while ensuring long-term fiscal responsibility.

POSTED

DEADLINE

Investment Portfolio ExaminationThe contract involves the comprehensive examination of insurer investment portfolios to ensure adherence to state regulatory standards governing asset quality, diversification, and valuation methodologies. This includes meticulous review of fixed income securities, equity holdings, and alternative investments to determine their admissibility under statutory requirements and to assess associated risk exposure. The scope requires detailed analysis to validate that all portfolio components meet prescribed criteria for liquidity, creditworthiness, and market value accuracy, with a focus on safeguarding policyholder interests and maintaining financial stability within the insurance sector. The contract is classified as a subcontract under NAICS code 523930, issued by the Missouri Division of Purchasing Procurements through the PROC OA agency. It was posted on July 22, 2026, with a response deadline of August 14, 2026. The place of performance and specific office address are not designated, indicating potential flexibility in execution location. There is no set-aside designation provided, and no point of contact details are listed in the solicitation data. Bidders must submit proposals prior to the stated deadline to be considered for award.

PROC OA DIVISION OF PURCHASING PROCUREMENTS

POSTED

DEADLINE

Development Financing and Capital AdvisoryThe contract seeks a qualified party to provide financial structuring, equity raising, and debt placement services for a redevelopment project in Georgia, with a focus on securing funding through C-PACE or other public-private financing mechanisms. The work involves designing capital strategies tailored to the project’s needs, identifying and engaging potential equity investors, and arranging debt instruments that align with local, state, and federal funding guidelines to ensure long-term viability and cost-effectiveness. The solicitation is issued as a subcontract under the City of Albany’s procurement system, with a deadline for responses set for August 21, 2026, and the NAICS code 523930 indicates the primary focus on other financial investment activities related to real estate development. The project is located within the jurisdiction of the City of Albany in Georgia and requires expertise in navigating complex public financing programs, particularly those involving property assessed clean energy (C-PACE) instruments, municipal bonds, or public-private partnerships. While no specific point of contact or physical address is provided, all proposals must be submitted through the designated state portal by the stated deadline. The effort demands a deep understanding of Georgia’s regulatory environment, capital markets, and redevelopment funding incentives, with the selected party expected to deliver a comprehensive financial plan that supports construction timelines, minimizes risk, and maximizes available public incentives to reduce overall project costs.

POSTED

DEADLINE

Financial Advisory Services – Debt Issuance AdvisoryLone Star College is seeking financial advisory services to support the structuring, analysis, and execution of municipal debt issuance transactions with volumes exceeding $1 billion. The contractor will be responsible for providing expert guidance on debt structuring, market conditions evaluation, and end-to-end transaction support to ensure optimal financing outcomes. This subcontract opportunity is open to qualified firms with demonstrated experience in public finance advisory, particularly in navigating complex debt markets and delivering strategic recommendations tailored to municipal issuer needs. The solicitation is posted as of July 20, 2026, with responses due by August 10, 2026, and the services will be performed under NAICS code 523930, which covers other financial investment activities. All work is expected to align with the college’s financial goals and compliance requirements for public debt issuance in Texas.

Lone Star College

POSTED

DEADLINE

Retirement Plan (403(b)/401(a)) Advisory ServicesFerris State University is seeking advisory services to support the management and governance of its 403(b) and 401(a) retirement plans, with a focus on investment review, fiduciary compliance, IRS regulatory adherence, and strategies to enhance participant engagement. The subcontract opportunity is open to qualified providers who can deliver expert guidance across all aspects of retirement plan administration, ensuring alignment with federal standards and best practices in institutional retirement planning. The solicitation is posted for bid with a response deadline of August 14, 2026, and falls under NAICS code 523930 for other financial investment activities. The work is expected to be performed in support of the university’s operations in Michigan, and interested parties must submit proposals through the designated public procurement portal prior to the deadline.

Ferris State University

POSTED

DEADLINE

Investment Portfolio Management – Mid-Cap Equity FocusThe contract pertains to the active management of a mid-cap equity investment portfolio with a focus on optimizing risk-adjusted returns through strategic sector rotation, in-depth earnings analysis, and volatility control measures. The manager is expected to dynamically adjust exposures across industries based on macroeconomic indicators and company-specific fundamentals, while implementing disciplined risk protocols to mitigate downside exposure during periods of market turbulence. This approach aims to capture growth potential in the mid-cap segment without undue exposure to excessive volatility or market timing errors. The contract is classified as a subcontract under NAICS code 523930, issued by the Troup County Board of Commissioners in Georgia, with a posted date of July 16, 2026, and a response deadline of August 20, 2026. The performance location and specific point of contact are not provided, and no set-aside provisions are indicated. The contractual terms are accessible via a state procurement portal, indicating a public procurement process governed by Georgia’s procurement regulations, though no further details about funding, term length, or performance metrics are specified in the available data.

Troup County Board of Commissioners

POSTED

DEADLINE

Investment Portfolio Management – Large-Cap Equity FocusThe contract involves the management of a large-cap equity investment portfolio with primary objectives centered on accurate benchmark tracking, tax-efficient trading practices, and strategic dividend reinvestment. The focus is on optimizing returns while minimizing tax liabilities through careful timing and structuring of transactions, alongside systematic reinvestment of dividends to enhance long-term compounding. The scope requires expertise in portfolio construction and rebalancing aligned with market indices, ensuring consistent performance relative to the chosen benchmark while adhering to fiduciary standards and compliance requirements. This subcontract is solicited by the Troup County Board of Commissioners in Georgia under NAICS code 523930, with responses due by August 20, 2026. The opportunity is posted on the state’s procurement platform, and while no specific place of performance or point of contact is provided, the work is expected to be performed remotely or as directed by the agency, with no set-aside provisions specified. Interested parties must submit proposals before the deadline to be considered for award.

Troup County Board of Commissioners

POSTED

DEADLINE

Investment Portfolio Management – Small-Cap Equity FocusThe contract pertains to the active management of small-cap equity assets on behalf of TCREF, with a focus on rigorous stock selection, periodic rebalancing, continuous risk monitoring, and comprehensive performance reporting consistent with TCREF’s established investment policy. The manager is expected to implement a disciplined, research-driven approach to identify undervalued opportunities within the small-cap segment, ensuring alignment with long-term financial objectives and risk tolerance parameters while maintaining full transparency through regular and detailed performance updates. The contract is classified as a subcontract under NAICS code 523930 and is solicited by the Troup County Board of Commissioners in Georgia, with a response deadline of August 20, 2026. Though specific performance location and point of contact details are not provided, the solicitation is posted through Georgia’s government procurement portal, indicating it is part of the state’s public contracting framework. The engagement requires adherence to fiduciary standards and operational compliance appropriate for public fund management, with no set-aside requirements specified, suggesting an open competition for qualified asset managers.

Troup County Board of Commissioners

POSTED

DEADLINE

Securities Safekeeping and Collateral Management ServicesThe contract seeks a provider to deliver secure custody, continuous monitoring, and accurate reporting services for municipal securities serving as collateral, strictly adhering to the regulatory frameworks of FIRREA and the Texas Public Finance Investment Act. The services must ensure the integrity, safety, and transparency of collateral assets, with robust systems in place to meet compliance requirements and maintain accurate records for audit and oversight purposes. The role involves end-to-end management of these securities, from initial receipt and safekeeping through ongoing valuation, collateral calls, and reporting, all performed with heightened security protocols to mitigate risk and ensure regulatory alignment. The contract is classified as a subcontract under NAICS code 523930, with a response deadline of August 20, 2026, and was posted on July 16, 2026. It is procured under the Finance agency of the state of Texas, with the performance location unspecified but implied to be aligned with Texas regulatory jurisdictions. The offering entity is expected to demonstrate proven expertise in collateral management for public finance instruments, with a track record of compliance with federal and state standards, and the capacity to provide real-time reporting and audit-ready documentation. There is no set-aside specified, and the procurement is conducted through an open solicitation portal managed by OpenGov.

POSTED

DEADLINE