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, September 30 at 2:00 PM EDT

Register Free →

Search

Top

Back to Contracts

Municipal Financial Advisor / Debt Management Consultant

Active

State & Local

Response Deadline10/16/2026, 06:00:59 PM UTC

Contract Overview

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

AI Contract Overview

Show more

This subcontract opportunity is for a Municipal Financial Advisor and Debt Management Consultant to provide specialized financial advisory services for prime contractors on City of Pittsburgh municipal bond projects. The selected consultant will offer written and verbal guidance on municipal financing and represent the city's interests during meetings with the SEC, Bond Counsel, and Underwriters. Key responsibilities include recommending and advising on various sale methods, including private placements, negotiated sales, and competitive bids. To be eligible, the provider must maintain active registration with the MSRB and the SEC. This project falls under NAICS code 523110 and is managed by the Finance agency in Pennsylvania. Interested parties must submit their responses by the deadline of October 16, 2026.

General Info

Financial advisor for Pittsburgh municipal bond projects; MSRB/SEC registration required by October 16, 2026.

Agency

Pennsylvania → FinanceView Agency

NAICS

523110 - Investment Banking and Securities DealingView NAICS

Place of Performance

PA, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-003.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Municipal Advisor

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

PostedSep 18

subcontract

Response DeadlineOct 16

Submission deadline

Response Deadline

10/16/2026, 06:00:59 PM UTCin 28 days

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

AgencyPennsylvania → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

Pennsylvania → Finance

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Performs specialized financial advisory services for prime contractors on City of Pittsburgh municipal bond projects. Provides written and verbal advice on municipal financing, represents the City's interests in meetings with Underwriters, Bond Counsel, and the SEC, and advises on competitive, negotiated, or private placement sale methods. Requires SEC and MSRB registration. Delivers financial advice and sale method recommendations.

Similar Contracts

Same NAICS industry code

Real Estate & Right-of-Way ServicesThis subcontract for Real Estate and Right-of-Way Services supports the County of Santa Cruz General Services Department by providing property appraisal, relocation services, and right-of-way consulting. The selected provider will be responsible for conducting real property appraisals, performing pre-sale inspections, and managing right-of-way acquisition, with final deliverables including appraisal reports, inspection reports, and formal ROW agreements. Qualified candidates must possess at least five years of experience working on public sector projects. The contract is based in Santa Cruz, California, under NAICS code 523110. Interested parties must submit their responses by the deadline of October 16, 2026.

County of Santa Cruz General Services Department

POSTED

DEADLINE

Financial Investment Advisory ServicesThis subcontract for Financial Investment Advisory Services provides strategic financial advice and consultancy for prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work includes developing investment policy statements, analyzing market trends and risks, and advising on the legal and regulatory constraints associated with NHS charitable fund investments. To execute these duties, the provider will utilize financial modeling software and market analysis tools to deliver comprehensive investment strategy documents and risk reports. The contract requires strict adherence to professional standards, necessitating compliance with CFA, CISI, and FCA regulations. Classified under NAICS code 523110, the services are centered on supporting the financial stability and strategic growth of the trust's investment portfolios. The engagement was posted on September 15, 2026, and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

POSTED

DEADLINE

Selling Group Member Services

Dormitory Authority of the State of New York

POSTED

DEADLINE

Individual Retirement Planning ConsultationsThis subcontract for Individual Retirement Planning Consultations involves providing confidential, one-on-one financial advisory services for prime contractors on Gilbert Public Schools retirement projects. The selected provider will evaluate employees' current financial standing, determine budgetary goals and risk tolerance, and utilize specialized software to create customized savings and income strategies. The contract requires the provider to hold a Certified Financial Planner (CFP) or equivalent certification and strictly adhere to fiduciary standards. This opportunity is listed under NAICS code 523110 and is managed by the Purchasing agency in Arizona, with a response deadline of September 25, 2026.

POSTED

DEADLINE

Municipal Bond Financing SpecialistThe Municipal Bond Financing Specialist subcontract for the San Antonio Housing Trust Foundation involves providing critical bond capacity analysis and transaction advisory services for prime contractors. The selected specialist will be responsible for calculating maximum sustainable debt, conducting debt affordability studies to assess operational budget impacts, and offering strategic financing recommendations for municipal bond issuances. To qualify for this role, the provider must maintain SEC Municipal Advisor and MSRB registrations. Key deliverables include comprehensive bond capacity reports and detailed affordability studies. The solicitation was posted on September 4, 2026, with a response deadline of September 28, 2026, under NAICS code 523110.

San Antonio Housing Trust Foundation

POSTED

DEADLINE

Financial Rating Agency Coordination / Credit Analysis

POSTED

DEADLINE

Institutional Investment Platform Services

Spotsylvania County Public Schools

POSTED

DEADLINE

Co-Senior Manager / Co-Manager (Underwriting Syndicate)

TREWPA - Massachusetts Clean Water Trust

POSTED

DEADLINE

Investment Custodial and Accounting Services

Bur Of Workers' Compensation

POSTED

DEADLINE

Public Finance Consultant (Debt Issuance)This subcontract opportunity is for a Public Finance Consultant to provide financial engineering and advisory services for municipal bond issuance on projects within Dona Ana County, New Mexico. The selected consultant will be responsible for developing plans of finance, preparing financing schedules, and managing both competitive and negotiated sale processes for Revenue Bonds, General Obligation Bonds, and Public Improvement Districts. The role requires specialized experience in New Mexico public finance and debt issuance to ensure the successful delivery of executed bond issuances and comprehensive financing plans. Interested parties must respond by September 28, 2026, for this engagement associated with NAICS code 523110.

County of Dona Ana

POSTED

DEADLINE

Credit Rating and Investor Relations ConsultantThe City of Charlotte is seeking a Credit Rating and Investor Relations Consultant to serve as a subcontractor for prime contractors on MPTA projects. The selected consultant will be responsible for managing the establishment of credit entities and overseeing investor relations, which includes engaging with rating agencies, preparing formal rating presentations, and creating strategic investor communication plans. To support these efforts, the consultant will utilize Bloomberg market data terminals to evaluate public pricing and private placement options. Key deliverables for this engagement include credit policy documents, comprehensive credit rating presentations, and detailed communication strategies to ensure effective investor engagement.

City Of Charlotte

POSTED

DEADLINE

Public Fund Investment AdvisorYolo County is seeking a Public Fund Investment Advisor to provide expert guidance and management of investment and sweep options for prime contractors serving Valley Clean Energy. The selected subcontractor will be responsible for analyzing investment options, managing earnings credit rates to optimize liquidity, and ensuring strict compliance with public agency regulations. Candidates must possess specific experience working with Community Choice Aggregators, counties, cities, or special districts to deliver an optimized investment strategy and managed sweep accounts. This subcontract opportunity, identified under NAICS code 523110, was posted on August 24, 2026, with a response deadline of September 25, 2026. The contract focuses on maximizing financial efficiency and regulatory adherence for public funds within the state of California.

POSTED

DEADLINE

More opportunities from Pennsylvania → Finance

Same awarding agency

Financial Professional Procurement ConsultantThe Financial Professional Procurement Consultant subcontract is issued by the Finance agency in Pennsylvania to support prime contractors on City of Pittsburgh financial advisory projects. The consultant is responsible for conducting market research and providing selection support to help the City procure and select underwriters, bond insurers, and verification agents. Using financial vendor databases to evaluate potential candidates, the consultant will deliver detailed selection reports and professional recommendations. This opportunity is listed under NAICS code 541611, with a response deadline of October 16, 2026.

Administrative Management and General Management Consulting Services

POSTED

about 12 hours ago

DEADLINE

Municipal Disclosure SpecialistThis subcontract for a Municipal Disclosure Specialist supports prime contractors in meeting legal and regulatory filing obligations for City of Pittsburgh municipal securities projects. The selected provider will manage all necessary filings, disclosures, publications, and registrations through the Electronic Municipal Market Access system to ensure strict adherence to timelines and avoid penalties. The role requires specialized expertise in SEC and MSRB disclosure requirements to deliver completed and timely filed documentation. Managed by the Finance agency in Pennsylvania, the opportunity was posted on September 18, 2026, with a response deadline of October 16, 2026, under NAICS code 541611.

Administrative Management and General Management Consulting Services

POSTED

about 12 hours ago

DEADLINE

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 municipal advisor for a three-year contract under solicitation 2026-RFP-003. The selected advisor will provide expert guidance on bond and debt issuance, restructuring, and management, while representing the City's interests in meetings with underwriters, bond counsel, and the SEC. Key responsibilities include preparing and reviewing official statements and closing documents, analyzing financial proposals from investment bankers, assisting with required filings and registrations, and helping the City procure other necessary professionals such as bond insurers and verification agents. Proposals must be submitted electronically by October 16, 2026. The award will be based on a points-based 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%). The City has established participation goals of 18% for Minority-Owned and 7% for Women-Owned businesses, with additional goals for Veteran-Owned (5%) and LGBTQIA+ businesses (3%). The successful contractor must comply with the Pittsburgh City Code, including the Service Worker Prevailing Wage Ordinance, ethics codes, and confidentiality agreements. All travel expenses must generally align with GSA rates for Pittsburgh.

Portfolio Management and Investment Advice

POSTED

about 12 hours ago

DEADLINE

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

Join 750+ contractors already using CLEATUS