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Transaction Advisory for Debt Issuance

Active
State & Local

Contract Overview

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

General Info

Agency

California → Administrative ServicesView Agency

NAICS

523930 - Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

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Organization & Contact Information

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AgencyCalifornia → Administrative Services
ContactsNo contacts available
OfficeN/A
Organization / Agency
California → Administrative Services
View Agency Profile
Office AddressN/A
ContactsNo contact information available

Full Description

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Provide transaction-specific advisory for municipal debt issuance, including structuring, underwriting support, and method of sale recommendations.

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Same NAICS industry code

NAICS: 523930
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More opportunities from California → Administrative Services

Same awarding agency

NAICS: 523940
New
SLED
Financial Advisor Professional Services
Solicitation # RFP198130
The City of Palo Alto seeks a financial advisor to support its strategic capital financing initiatives, including the Electric Grid Modernization project and the Cubberley Community Center redevelopment, both critical to advancing sustainability, public safety, and community services. As a full-service city with diversified long-term liabilities and a portfolio spanning general obligation bonds, revenue bonds, and certificates of participation, Palo Alto is proactively planning for future debt issuances to fund essential infrastructure upgrades while maintaining fiscal resilience and alignment with its clean energy and equity goals. The advisory services will be pivotal in structuring, evaluating, and advising on financing options that meet the City’s operational needs, regulatory requirements, and long-term asset management priorities. The procurement is formalized through Solicitation RFP198130, issued by the Administrative Services department, with proposals due by September 15, 2026. The City’s point of contact is Jessie Deschamps, Senior Management Analyst, supported by Nanette O’Brien, Management Specialist, both based in Palo Alto, California. The successful bidder will provide expert guidance on debt issuance strategies, market conditions, underwriting, and compliance, ensuring alignment with the City Council’s directives and financial policies. This engagement underscores Palo Alto’s commitment to transparent, informed, and strategically vetted investment in public infrastructure that serves residents for decades to come.
Portfolio Management and Investment Advice

POSTED

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DEADLINE

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