Independent Financial Advisor (IFA)
Contract Overview
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AI Contract Overview
This subcontract opportunity is for an Independent Financial Advisor to provide oversight and advisory services for prime contractors managing financial projects in Pleasant View City, Utah. The selected advisor will be responsible for reviewing financial structures, verifying debt terms, and offering guidance on financial instruments through the use of debt analysis software and established financial compliance frameworks. Key deliverables include the production of IFA reports, formal certification of debt terms, and detailed advisory memos. To qualify for this role, candidates must hold a CPA or CFA certification. The solicitation was posted on October 30, 2026, with a response deadline set for November 20, 2026. This engagement falls under NAICS code 541219 and is managed through the state of Utah.
General Info
Documents
This scope was carved out of GJ27-126.
The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.
GJ27-126 Pleasant View City - Municipal Financial Consulting and Utility Rate Advisory Services
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