This Pre-Solicitation opportunity was posted on March 12, 2002. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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R -- Financial Advisory Services

Closed

C05039RWBFederal

Submission Closed04/02/2002, 05:00:00 AM UTC

Contract Overview

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

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NAICS: 523150

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Municipal Advisory Services

Solicitation # RFP-2026-028

Zone 7 is soliciting proposals for Municipal Advisory Services under RFP-2026-028 to secure a qualified consultant to serve as the sole municipal advisor for future debt issuances. The primary scope of work involves assisting the Agency with the issuance of debt to fund water treatment infrastructure, specifically the Mocho PFAS Treatment Plant, and the potential refunding of approximately 51.47 million dollars in outstanding 2018 Series A Water Revenue Bonds. The selected advisor will provide guidance on bond features, market timing, and financing structures, assist in selecting the financing team, and prepare continuing disclosure reports for the Electronic Municipal Market Access. The contract is intended to be a Standard Agreement for Professional Services with an initial one-year term from January 2027 to December 2027, with the possibility of two additional one-year extensions. Compensation will consist of a fixed transaction fee for bond refunding and hourly rates for on-call services reimbursed on a time-and-materials basis. To qualify, firms must be registered with the SEC and MSRB, authorized to do business in California, and possess at least five years of experience in municipal debt advisory services. Proposals are due by November 19, 2026, and will be evaluated based on qualifications, work plan, general response, references, and cost.

POSTED

DEADLINE

Municipal Underwriting / Bond & Investment Banking Services

Solicitation # RFQS 7400 BRS4000

The City of Austin is soliciting qualified firms to provide municipal underwriting, bond, and investment banking services to support future financing transactions, including new money and refunding. The scope of work covers several key credits, including General Obligation, Water and Wastewater System Revenue, Electric Utility System Revenue, Airport System Revenue, and Hotel Occupancy Tax Revenue. Selected firms will be responsible for evaluating and refining financial plans, identifying structuring alternatives, assisting with official statements, and coordinating closing arrangements with city staff, bond counsel, and trustee banks. To be eligible, firms must maintain active registration and good standing with the SEC and MSRB. The contract is awarded to the highest rated offerors based on a technical evaluation, with pricing to be negotiated after the selection process. Proposals must strictly adhere to an eleven page limit and a specific informational sequence. Key compliance requirements include adherence to the City of Austin Wage Theft Program, M/WBE procurement programs, and a certification against boycotting Israel. The agreement includes a holdover period not to exceed 180 days and requires specific insurance coverage, including Commercial General Liability of 1 million dollars per occurrence and 2 million dollars aggregate. Payment is processed within 30 calendar days of receipt of a proper invoice via credit card, check, or electronic funds transfer.

POSTED

DEADLINE

MUNICIPAL ADVISOR SERVICES FOR BOND FINANCING

Solicitation # FN-2026-002

The City of Burbank is seeking proposals from qualified firms to provide professional municipal financial advisory services under solicitation number FN-2026-002. The scope of work encompasses comprehensive support for bond financing, including debt issuance planning, detailed financing analysis, transaction support during bond issuance, and post-issuance advisory services. Additionally, the selected firm may be required to provide ongoing financial advisory support on an as-needed basis to ensure the city's financing goals are met. Interested parties must submit their proposals by the closing date of November 16, 2026, at 4:00 PM PT. This local government opportunity is centered in Burbank, California, and requires firms to demonstrate their expertise in managing complex municipal debt structures. Further documentation and registration requirements can be accessed through the official procurement portal.

POSTED

DEADLINE

Investment Broker Dealer Services

Solicitation # RFQ 27-02

San Jacinto Community College District is soliciting sealed qualifications through RFQ 27-02 for professional investment broker-dealer services to be provided on an as-needed basis. The objective is to engage a firm that can assist the College in managing its investment portfolio while ensuring safety, liquidity, diversification, and yield. The selected provider must maintain a proficient working knowledge of the Texas Public Funds Investment Act and adhere to the College's specific investment policies. The contract is structured for an initial one-year term with four optional one-year renewals. Interested firms must submit their proposals via the IonWave portal by 2:00 PM on November 4, 2026. A complete submission requires a written proposal of no more than 20 pages, along with critical certifications including proof of membership in the Securities Investor Protection Corporation, registration with the Texas State Securities Board, and a FINRA report with a CRD number. Other mandatory documents include audited financial statements, a conflict of interest form, and proof of insurance. The evaluation process is based on a 140-point scale, with 100 points allocated to qualifications—covering firm history, experience with public entities, and personnel expertise—and 40 points allocated to interviews. All services must comply with federal, state, and local codes, and any personnel working at college facilities are required to wear visible identification. Primary contact for this solicitation is Farrah Khalil.

SAN JACINTO COLLEGE DISTRICT

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DEADLINE

Request for Qualifications for Underwriter Services Reissued

Solicitation # 2139892

The New York State Department of Homes and Community Renewal is soliciting qualified firms to establish Prequalified Panels and a Selling Group Members list for the sale and issuance of bonds for HFA, SONYMA, MBBA, and TSFC. The procurement is structured into three tiers: Tier 1 Senior Managing Underwriters who lead the syndicate and manage the full underwriting process; Tier 2 Co-Managing Underwriters who support marketing and distribution; and Tier 3 Selling Group Members who distribute bonds without assuming underwriting risk. Firms must be registered with the SEC, FINRA, and/or the MSRB and are required to maintain a physical office in New York State. Selection is based on a composite score, with Tier 1 and Tier 2 applicants requiring at least 65 points, derived from a 90-point technical evaluation and a 10-point diversity assessment. The Agencies have established a 30 percent MWBE and 6 percent SDVOB contracting goal. Qualified firms must provide two years of audited financial statements and meet specific insurance requirements, including professional liability coverage of at least 1 million dollars per claim. Proposals must be submitted via email by November 12, 2026, and must adhere to strict formatting guidelines, including a combined 11-page limit for technical narratives. Prequalified firms will be subject to an annual recertification process to maintain their status on the panels.

NYS Department of Homes & Community Renewal

POSTED

DEADLINE

Municipal Debt Issuance and Official Statement ConsultantThe City of Linden Purchasing Department in New Jersey is seeking a subcontractor for a Municipal Debt Issuance and Official Statement Consultant role. The selected consultant will provide specialized financial advisory services to prime contractors, focusing on debt issuance assistance, the preparation of Official Statements, and the evaluation of underwriter proposals. These tasks require the use of municipal bond market data and financial modeling software to ensure accurate debt issuance strategies and comprehensive proposal reports. To be eligible, consultants must maintain professional standing and possess a valid Business Registration Certificate. The project is based in Linden, New Jersey, and falls under NAICS code 523150. Interested parties must submit their responses by the deadline of November 6, 2026.

City of Linden Purchasing Department

POSTED

DEADLINE

RFSQ - SENIOR AND CO-MANAGER UNDERWRITER SERVICES

Solicitation # 13326

The County of San Diego is soliciting Statements of Qualifications (SOQs) to establish a five-year standing list of qualified firms to provide Senior and Co-Manager underwriter services on an as-needed basis. The County intends to award up to eight contracts in total, with a maximum of four for each position. The scope of work involves supporting the planning, structuring, marketing, pricing, sale, purchase, and closing of various County financings, including Commercial Paper programs and other directed instruments. Selected contractors must provide comprehensive marketing plans that identify key challenges, opportunities, and pricing objectives to ensure the lowest possible cost of borrowing, while also identifying rating agency concerns and the implications of issuing Green, Social, or Sustainable bonds. To avoid disqualification, offerors must meet mandatory minimum requirements, including attesting to SEC net capital requirements, holding all necessary federal and state licenses, and maintaining full compliance with municipal-securities regulations. Firms must demonstrate California-specific experience with required municipal financing instruments and provide evidence of relevant work completed within the last five years. Submissions must be uploaded via the BuyNet portal by November 16, 2026, and must include required forms such as the Offeror’s Cover Page (PC600) and Representations and Certifications (PC601). Final terms, conditions, and insurance requirements will be addressed in a subsequent second-step procurement phase.

POSTED

DEADLINE

EXT AIR | 50433 Credit Liquidity and Bond Purchase

Solicitation # SFGOV-0000011971

The San Francisco International Airport is seeking to establish a prequalified pool of commercial banks and financial institutions capable of providing credit or liquidity facilities to support the issuance of its bonds and commercial paper notes, or directly purchasing those bonds. This solicitation, identified as RFQ 50433, is open for proposals until May 31, 2028, but remains accessible through the date that is two months before the pool’s expiration, with submissions accepted via the Airport’s e-Procurement Portal. Proposers must demonstrate their financial stability and creditworthiness, and while prequalification does not guarantee a contract, it allows the Airport to select participants on an as-needed basis at its sole discretion. The initiative aims to secure reliable financial partners capable of ensuring liquidity and market confidence for the Airport’s debt instruments. The solicitation is administered by the City and County of San Francisco through its Airport Commission, with primary contact information provided through Matthew Lau and Alfy Wong. Although the initial proposal deadline is listed as August 21, 2026, the overall procurement period extends through June 1, 2031, allowing for a long-term engagement window. Participation requires submission of detailed information on institutional ratings and capacity to fulfill the financial obligations outlined, and all proposals must be submitted through the designated portal. Prequalified entities will be evaluated based on financial strength, market reputation, and ability to respond promptly when the Airport requires funding support, but no binding agreements are created through this process. The Airport retains full authority to determine the timing, size, and terms of any future transactions with members of the prequalified pool.

San Francisco International Airport

POSTED

DEADLINE

RFQ 50433 - Credit and/or Liquidity Facilities and/or Making a Direct Purchase of Bonds

Solicitation # 50433

The San Francisco International Airport is conducting Request for Qualifications RFQ 50433 to establish a prequalified pool of financial institutions to support the Airport Commission's financing needs. The scope of work involves identifying Providers capable of offering credit, liquidity, or alternative credit facilities to support variable rate bonds and commercial paper notes, as well as making direct purchases of bonds and notes. Inclusion in the pool does not guarantee a contract but allows the Commission to solicit further proposals and negotiate terms on an as-needed basis. The prequalified pool is valid for two years, with a possible extension for an additional two years, while resulting contracts may have terms up to ten years. To qualify for the pool, applicants must pass a binary evaluation based on two mandatory minimum qualifications regarding credit ratings from at least two nationally recognized agencies. Long-term ratings must be at least A2 for Moody's, A for S&P, or A for Fitch, and short-term ratings must be at least P-1 for Moody's, A-1 for S&P, or F1 for Fitch. Selected Providers must also undergo a cybersecurity risk assessment, which may include a SOC-2 Type 2 report, and comply with the City's Mandatory Green Purchasing Requirements and the Health Care Accountability Ordinance. The final deadline for submissions is May 31, 2028, and all selected providers and facilities remain subject to Commission approval.

Finance

POSTED

3 months ago

DEADLINE

in over 1 year

AI Contract Overview

The Washington Metropolitan Area Transit Authority is seeking proposals from qualified firms to provide comprehensive financial advisory services. The scope of work includes reviewing tax benefit transfer lease proposals for rail cars and buses, preparing official statements for Revenue Anticipation Note issues and bond refunding, negotiating lines of credit, and developing TIFIA loans for the IRP program. Interested firms must demonstrate extensive experience working with state, municipal, and federal agencies, as well as expertise in bond rating agencies, commercial paper programs, and cash management. The contract features a three-year base period running from July 1, 2002, to June 30, 2005, with two optional one-year extensions available at the discretion of the authority. Proposals must be submitted by April 2, 2002, at 2:00 PM. No pre-proposal conference will be held, and all inquiries or requests for the full solicitation should be directed to Richard W. Beebe in the Office of Procurement and Materials.

General Info

WMATA seeks financial advisory services for bonds and loans from July 2002-2005.

Agency

N/A

NAICS

523150 - Investment Banking and Securities Intermediation

Place of Performance

Richard W. BeebeOffice of Procurement and Materiels WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY 600 Fifth Street, NW Washing

Set-Aside

NONE

Documents

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedMar 12

Presolicitation

Response DeadlineApr 2

Deadline has passed

Submission Closed

04/02/2002, 05:00:00 AM UTC

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Organization & Contact Information

AgencyN/A

Contacts1 person available

OfficeN/A

Organization / Agency

N/A

Office AddressN/A

Contacts

Richard W BeebeContract Administrator

contact@example.gov

+1 (555) 000-0000

Full Description

The Washington Metropolitan Area Transit Authority (WMATA) is soliciting proposals from qualified firms to provide financial advisory services to WMATA. Such services have included, among others: (1) assistance in reviewing tax benefit transfer lease proposals for buses and rail cars; (2) assistance in the preparation of the official statement, working with bond counsel, rating agencies and underwriters for WMATA's three Revenue Anticipation Note issues and Transit Bond Refunding; (3) assistance in the negotiation of a Fast Track line of credit for the completion of the 103 mile system; and (4) assistance in the development of the TIFIA loan for financing the IRP program. Experience in financial advisory services similar in nature to the above tasks is required with the following selection criteria applicable: (1) General Experience as Financial Advisor to State and Municipal Agencies; (2) Specific Experience as Financial Advisor to Transit Agencies; (3) Experience with Federal Agencies; (4) Experience with Bond Rating Agencies, Insurers and Underwriters; (5) Experience in Establishing Commercial Paper Programs and Bond Refinancing; (6) Experience in Structuring Tax Advantaged Lease Programs covering Buses, Rail Cars, or Facilities; (7) Experience with other Financing Programs (The Authority is particularly interested in programs secured by Future Federal and/or Local Appropriations); (8) Experience in various Forms of Cash Management; and (9) Levels of Experience and Qualification of Advisors assigned to the Authority. The duration of the contract will be for a base period of three years from July 1, 2002 to June 30, 2005. Further, two one year option periods are available; exercisable at the discretion of WMATA. Proposal due-date is April 2, 2002 at 2:00PM. A Pre-Proposal Conference will not be scheduled. To receive more information and a Request for Proposals, call, fax or email Mr. Richard W. Beebe at +1 (555) 000-0000 (Voice), +1 (555) 000-0000 (Facsimile), contact@example.gov (email) or write to: Richard W. Beebe Office of Procurement and Materiels WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY 600 Fifth Street, NW Washington, DC 20001

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