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

LiveFree Webinar — Wednesday, September 30 at 2:00 PM EDT

Register Free →

Municipal Advisory Services

Active
RFP-134-RFP275X901184State & Local

Contract Overview

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

General Info

Agency

City of Cincinnati → Treasury FinanceView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Not specified

Set-Aside

NONE

Documents

(4)

Attachment 2 to RFP - Affidavit of Accuracy and Signature Page

PDF1 pageaffidavit

RFP275X901184 Addendum 1 - Questions and Answers

PDF2 pagesq-and-a

RFP275X901184 Municipal Advisory Services

PDF22 pagesrfp

Attachment 1 to RFP - Offeror Corporate and Contact Information

PDF5 pagesother

AI Contract Breakdown

Uniform Contract Format

Sign up to view the full breakdown with detailed analysis of each section.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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
AgencyCity of Cincinnati → Treasury Finance
Contacts2 people available
OfficeOH, USA
Organization / Agency
City of Cincinnati → Treasury Finance
View Agency Profile
Office AddressOH, USA
Contacts
Central PurchasingRequester
TreasuryIssuing Office

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
Municipal Advisor
Solicitation # 2026-RFP-003
The City of Pittsburgh, through the Department of Finance and the Office of Management and Budget, is seeking a qualified municipal advisor for a three-year contract under solicitation 2026-RFP-003. The selected advisor will provide critical services regarding bond and debt issuance, restructuring, and management, including representing the City's interests in meetings with underwriters and counsel, preparing official statements and offering documents, and assisting with required filings and disclosures. The advisor is also expected to help the City select other professionals, such as bond insurers and verification agents, and must represent only the interests of the City of Pittsburgh. Proposals must be submitted electronically via the City's e-Procurement Portal by October 16, 2026. The award will be based on a points-weighted evaluation focusing on the project approach and plan (30%), cost proposal (30%), firm qualifications and experience (15%), project team qualifications (15%), and MWDBE/VOSB good faith efforts (10%). Contractors must comply with the Pittsburgh City Code, including the Service Worker Prevailing Wage Ordinance and specific participation goals for minority-owned (18%), women-owned (7%), veteran-owned (5%), and LGBTQIA+ (3%) businesses. The contract requires the submission of a total cost proposal and a schedule of hourly rates, with travel reimbursements generally capped at GSA rates.
Finance

POSTED

5 days ago

DEADLINE

in 24 days
View Details
NAICS: 523940
New
SLED
Investment Advisory Services
Solicitation # 27-0057-P-DR
The School Board of Brevard County, Florida, is soliciting proposals under solicitation number 27-0057-P-DR for comprehensive Investment Advisory Services. The selected contractor will act in a fiduciary capacity to manage separate investment portfolios on a daily basis, which includes quoting and placing security orders, coordinating settlements with the district custodian, and providing expert advice and training on treasury operations and fixed income securities. Key deliverables include monthly and yearly activity statements as well as quarterly investment reports detailing market conditions and strategy performance. The contractor will not provide custodial services or security safekeeping. Eligible respondents must be registered with the SEC and FINRA and possess at least three years of experience working with large school districts or governmental agencies. Proposals must be submitted electronically via the OpenGov e-Procurement Platform by October 14, 2026, at 2:00 PM ET. The evaluation process consists of a pass/fail procurement review followed by a percentage-based scoring system to determine the most advantageous respondent. The contract requires adherence to the Jessica Lunsford Act for background checks, E-Verify for employment eligibility, and strict cybersecurity encryption standards for all digital communications. The agreement is subject to the availability of lawfully appropriated funds, with payment for undisputed invoices remitted within 45 days. Contractors must comply with various federal and state mandates, including the Davis-Bacon Act, the Copeland Anti-Kickback Act, and the Byrd Anti-Lobbying Amendment. Additionally, the contractor must maintain adequate records for at least seven years and adhere to non-discrimination policies and the Americans with Disabilities Act. Possession of firearms on district property is strictly prohibited and may result in contract termination.
FIN-Accounting Services/9310

POSTED

7 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
International
Request for Proposals for Investment Services
Solicitation # 2026-RFP-CM-062
The City of Leduc is seeking a qualified firm under solicitation 2026-RFP-CM-062 to provide professional investment services for the active management of its long-term investment portfolio, which is valued at approximately 58 million dollars. The primary objectives are to preserve capital, mitigate risk, and maximize returns in strict accordance with the Municipal Government Act and the City of Leduc Investment Policy. The successful proponent must provide monthly reporting and investment activity updates, and all personnel directly managing the portfolio are required to hold a current Chartered Financial Analyst designation. The contract is structured for an initial five-year term with the possibility of one mutually agreed upon three-year extension. Proponents must submit detailed fee proposals covering the full five-year period, including all management, advisory, and custodial costs. Evaluation will be based on a weighted scoring system focusing on proponent qualifications, the suitability of the proposed solution, fee proposals, reporting mechanisms, and overall proposal completeness. Selected consultants must adhere to the City's Supplier Code of Conduct and maintain specific insurance coverages, including 2 million dollars in general liability and 1 million dollars in professional errors and omissions liability. Proposals must be submitted electronically via the bids and tenders system by October 14, 2026.
City of Leduc

POSTED

8 days ago

DEADLINE

in 22 days
View Details

More opportunities from City of Cincinnati → Treasury Finance

Same awarding agency

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS