This Subcontract opportunity from California was posted on August 5, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Municipal Debt Portfolio Monitoring and Quarterly Reporting

Closed

State & Local

Submission Closed09/15/2026, 03:00:00 PM PDT

Contract Overview

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

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NAICS: 523110

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POSTED

21 days ago

DEADLINE

in 25 days

AI Contract Overview

This subcontract for Municipal Debt Portfolio Monitoring and Quarterly Reporting supports prime contractors on financial advisory projects for the City of Palo Alto. The selected provider will perform continuous monitoring of debt portfolios and municipal market conditions, analyzing outstanding debt profiles and service schedules to identify refunding opportunities. Using financial modeling software and market data feeds, the contractor will evaluate debt capacity while ensuring compliance with municipal finance regulations and public finance reporting standards. The scope of work culminates in the delivery of quarterly financial advisory reports to the Administrative Services agency in California. This opportunity, categorized under NAICS code 523110, was posted on August 5, 2026, with a response deadline of September 15, 2026.

General Info

Subcontract for municipal debt portfolio monitoring and quarterly reporting for City of Palo Alto.

Agency

California → Administrative Services

NAICS

523110 - Investment Banking and Securities Dealing

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

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedAug 5

subcontract

Response DeadlineSep 15

Deadline has passed

Submission Closed

09/15/2026, 03:00:00 PM PDT

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Organization & Contact Information

AgencyCalifornia → Administrative Services

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → Administrative Services

Office AddressN/A

ContactsNo contact information available

Full Description

Performs ongoing monitoring of debt portfolios and municipal market conditions for prime contractors on City of Palo Alto financial advisory projects. Analyzes outstanding debt profiles and service schedules, identifies refunding opportunities, and evaluates debt capacity using financial modeling software and market data feeds. Requires expertise in municipal finance regulations and public finance reporting standards. Delivers quarterly financial advisory reports.