Request for Qualifications (RFQ) to Provide Financial (Municipal) Advisory Services
The scope includes transactional services such as advising on all aspects of MSBA debt issuance, including transaction structuring, marketing strategy, quantitative analysis, pricing, refunding opportunities, and coordination with counsel, rating agencies, trustees, and bankers. It also includes non-transactional services such as developing financing plans, maintaining debt and cash flow financial models, advising on competitive vs. negotiated debt placement, providing debt portfolio and risk management analysis, monitoring market trends, and assisting with rating agency and investor meetings.
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Most Massachusetts work asks for the two below, and the solicitation documents are where it’s stated. Here’s what each costs through Light RFP if you need one.
Source: COMMBUYS (Massachusetts) (bid BD-26-1211-MSBA-MASS-132971), retrieved via the Massachusetts COMMBUYS open-bids board. View the official posting, and always confirm requirements and deadlines with the issuing agency.