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This Solicitation opportunity from California was posted on April 8, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Independent Registered Municipal Advisor

Closed
2024-RFP-0186State & Local

Contract Overview

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The City of Pasadena is seeking to engage a qualified Independent Registered Municipal Advisor (IRMA) firm to serve as an independent financial expert specializing in municipal finance and economic markets. The selected firm will provide strategic advice on debt issuance processes, including structuring, timing, call options, and rating considerations, as well as guidance on current and future financial arrangements. The IRMA must be registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB), ensuring compliance with the requirements set forth under the Dodd-Frank Wall Street Reform and Consumer Protection Act. This solicitation, identified as 2024-RFP-0186, was posted on April 8, 2024, with a response deadline of May 1, 2024. The contract is managed by the Pasadena Finance Department, part of the California state government, and is open to qualified firms within the NAICS code 812990. Interested firms can contact Maria Torres via email or phone for further details, and additional information about the project can be accessed through the provided procurement portal link.

General Info

Agency

California → Pasadena Finance Department

Place of Performance

CA, USA

Set-Aside

NONE

Documents

1

City of Pasadena RFP: Independent Registered Municipal Advisor

PDF, High priority: read this firstrfp
High

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Pasadena Finance Department
Contacts1 person available
OfficeN/A
Organization / Agency
California → Pasadena Finance Department
Office AddressN/A

Full Description

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The City of Pasadena is seeking the services of a qualified Independent Registered Municipal Advisor professional firm (“IRMA”) to act as an independent financial advisor and economic market expert, provide advice and assist on debt issuance, structuring, timing of issuance, call provision options, rating matters, and on existing and proposed financial arrangements. The IRMA shall be registered with the Securities and Exchange Commission (“SEC”) and the Municipal Securities Rule Rulemaking Board as required under Section 975 of Title IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank Act”).

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Keith Deutsch
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