Light RFP
National · DemandStar · Cutler Bay, FL

Financial Advisory Services

Due Aug 18, 2026·20 days left·General ConstructionView official posting ↗
Issuing agency
Town of Cutler Bay
Method
Request for Proposals
PIN
RFP-26-06-0-2026/RGC
Location
Cutler Bay, FL
Posted
Jul 2, 2026
Takeaways by LightRFP AI

Generate a quick AI overview of this bid, pulled from its details and the attached documents.

Description

The services being requested are to provide general financial advising services. The selected firm shall provide all necessary labor, materials, and equipment to provide the Services. The Services shall include, but not be specifically limited to, the following: A. review existing debt structure and financial resources to determine available borrowing cap & refinancing options and opportunities B. recommend appropriate financial structure for proposed projects C. assist the Town with preparation of forecasts for proposed issues, addressing debt service requirements and funding sources D. provide advice on terms and features of bonds; both public offerings and direct placement “bank loans”, timing and marketing of bond issues, and market conditions as they relate to future sales E. advise on benefits of negotiated versus competitive bid sales for each issue F. assist the Town in preparation of an official statement in conjunction with bond disclosure counsel and the Town G. arrange for the widest possible distribution of the official statement to bond underwriters and potential investors on competitive sale transactions H. consult, as needed, with Town staff regarding various financing options or concerns I. assist the Town in obtaining the highest possible credit ranking J. assist the Town with bid opening on competitive sale transactions, and as applicable, to advise on bond market conditions, compute accuracy of bids received, and prepare formal recommendation on acceptability of preferred offer K. assist the Town with monitoring the progress of a negotiated sale on the day of pricing, and as applicable, advise regarding market conditions and acceptability of the offer L. assist with bond closings and coordinate printing, signing, and delivery of bond documents M. assist in selecting paying agents and other financial intermediaries as necessary N. advise the Town on proposed and actual changes in tax laws and financial market developments that could affect Town bond financing plans and O. attend Town Council meetings and other scheduled Town meetings as requested, with reasonable advance notice

Bid #: 26-06 · RFP - Request for Proposal · FY 2026 · Bid writer: Rafael Casals · County: Miami-Dade County

Documents (1): RFP 26-06-Financial Advisory Services — download at https://www.demandstar.com/app/limited/bids/540868/details

Contact

Name
Rafael Casals
Phone
(305) 234-4262
Address
Cutler Bay, FL
Full source recordfrom DemandStar
Member
C
United States of America
P
3052344262
A1
10720 Caribbean Boulevard, Suite 105
Ca
USA
Ci
1
Ct
Cutler Bay
Cu
Miami-Dade County
Ic
0
Jt
Main Contact, Executive Assistant
Mi
2413753
Mn
Town of Cutler Bay
Ms
AC
Mt
AB
Pc
33189
St
Florida
Ahc
No
Cui
99
Dnd
No
Eml
jhoar@cutlerbay-fl.gov
Ifd
No
Mtn
Agency
Nfy
Yes
Sta
FL
Sti
1
Tzi
13
Tzn
Eastern
Phdt
AG
Sdbd
No
Tzfn
Eastern Time (US & Canada)
Metro Id
0
Addresses
C
United States of America
A1
10720 Caribbean Boulevard, Suite 105
Ca
USA
Ci
1
Ct
Cutler Bay
Cu
Miami-Dade County
Pc
33189
St
Florida
Cui
99
Sta
FL
Sti
1
Metro Id
14621
Addr Type
BA
Is External Agency
No
Is Import Available
No
Search
Mi
2413753
City
Cutler Bay
Tzfn
Eastern Time (US & Canada)
Bid Id
540868
State
FL
Agency
Town of Cutler Bay
County
Miami-Dade County
Status
Active
Bid Name
Financial Advisory Services
Due Date
Aug 18, 2026
Watches
#
Status Type
AC
Planholders
#
Show Minimum
No
Bid Identifier
RFP-26-06-0-2026/RGC
Broad Cast Date
Jul 2, 2026
Is External Bid
No
Watchers Count
3
Internal Status
BR
Planholders Count
7
Summary
Aph
No
Tse
2
Tzn
Eastern
Cost
0.0000
Tzfn
Eastern Time (US & Canada)
Bid ID
540868
County
Miami-Dade County
Bid Bond
Yes
Bid Name
Financial Advisory Services
Bid Type
RFP
Due Date
Aug 18, 2026
E Bidding
Submit
Filtered
No
Member ID
2413753
Account ID
2399022
Bid County
Miami-Dade County
Bid Number
26-06
Bid Writer
Rafael Casals
Agency Name
Town of Cutler Bay
Doc Formats
Icon
pdf.gif
Mime Type
application/pdf
Doc Format
PDF
Description
Adobe Acrobat (*.PDF )
Member Response Format Id
7049
Icon
shx.gif
Mime Type
application/octet-stream
Doc Format
SHX
Description
Auto CAD Shape (*.SHX )
Icon
dwf.gif
Mime Type
image/vnd.dwg
Doc Format
DWG
Description
AutoCAD Drawing (*.DWG )
Member Response Format Id
7053
Icon
dwf.gif
Mime Type
drawing/x-dwf
Doc Format
DWF
Description
AutoCAD Drawing Web Format (*.DWF )
Icon
csv.gif
Mime Type
text/csv
Doc Format
CSV
Description
Comma Separated Values (*.CSV )
Icon
gif.gif
Mime Type
image/gif
Doc Format
GIF
Description
GIF Image (*.GIF )
Icon
htm.gif
Mime Type
text/html
Doc Format
HTML
Description
HTML (*.HTML)
Icon
jpg.gif
Mime Type
image/jpeg
Doc Format
JPG
Description
JPEG Image (*.JPG )
Member Response Format Id
7048
Icon
jpg.gif
Mime Type
image/jpeg
Doc Format
JPEG
Description
JPEG Image (*.JPEG)
Icon
m4a.gif
Mime Type
audio/m4a
Doc Format
M4A
Description
M4A Audio (*.M4A )
Icon
xltx.gif
Mime Type
application/vnd.openxmlformats-officedocument.spreadsheetml.template
Doc Format
XLTX
Description
Microsoft Excel (*.XLTX)
Icon
xlsm.gif
Mime Type
application/vnd.ms-excel.sheet.macroEnabled.12
Doc Format
XLSM
Description
Microsoft Excel (*.XLSM)
Icon
xlsb.gif
Mime Type
application/vnd.ms-excel.sheet.binary.macroEnabled.12
Doc Format
XLSB
Description
Microsoft Excel (*.XLSB)
Icon
xls.gif
Mime Type
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
Doc Format
XLSX
Description
Microsoft Excel (*.XLSX)
Member Response Format Id
7057
Icon
xls.gif
Mime Type
application/vnd.ms-excel
Doc Format
XLS
Description
Microsoft Excel (*.XLS )
Member Response Format Id
7052
Icon
ppt.gif
Mime Type
application/ppt
Doc Format
PPT
Description
Microsoft PowerPoint (*.PPT )
Member Response Format Id
7050
Icon
ppt.gif
Mime Type
application/vnd.openxmlformats-officedocument.presentationml.presentation
Doc Format
PPTX
Description
Microsoft PowerPoint (*.PPTX)
Member Response Format Id
7058
Icon
doc.gif
Mime Type
application/vnd.openxmlformats-officedocument.wordprocessingml.document
Doc Format
DOCX
Description
Microsoft Word (*.DOCX)
Member Response Format Id
7056
Icon
doc.gif
Mime Type
application/msword
Doc Format
DOC
Description
Microsoft Word (*.DOC )
Member Response Format Id
7047
Icon
doc.gif
Mime Type
application/vnd.openxmlformats-officedocument.wordprocessingml.document
Doc Format
DOT
Description
Microsoft Word (*.DOT )
Icon
xlr.gif
Mime Type
application/vnd.ms-works application/x-msworks
Doc Format
XLR
Description
Microsoft Works Spreadsheet (*.XLR )
Icon
mov.gif
Mime Type
video/quicktime
Doc Format
MOV
Description
MOV Video (*.MOV )
Icon
mp3.gif
Mime Type
audio/mpeg
Doc Format
MP3
Description
MP3 Audio (*.MP3 )
Icon
mpg.gif
Mime Type
video/mp4
Doc Format
MP4
Description
MP4 Video (*.MP4 )
Icon
ods.gif
Mime Type
application/vnd.oasis.opendocument.spreadsheet
Doc Format
ODS
Description
Open Document Spreadsheet (*.ODS )
Icon
odt.gif
Mime Type
application/vnd.oasis.opendocument.text
Doc Format
ODT
Description
Open Document Text (*.ODT )
Icon
txt.gif
Mime Type
text/plain
Doc Format
TXT
Description
Plain Text (*.TXT )
Member Response Format Id
7051
Icon
dwf.gif
Mime Type
image/plt
Doc Format
PLT
Description
Plot file (*.PLT )
Icon
png.gif
Mime Type
image/png
Doc Format
PNG
Description
PNG Image (*.PNG )
Icon
rtf.gif
Mime Type
application/rtf
Doc Format
RTF
Description
Rich Text Format (*.RTF )
Icon
tif.gif
Mime Type
image/tiff
Doc Format
TIFF
Description
TIFF Image (*.TIFF)
Icon
tif.gif
Mime Type
image/tiff
Doc Format
TIF
Description
TIFF Image (*.TIF )
Member Response Format Id
7054
Icon
wma.gif
Mime Type
audio/x-ms-wma
Doc Format
WMA
Description
WMA Audio (*.WMA )
Icon
wp.gif
Mime Type
application/wordperfect
Doc Format
WPD
Description
WordPerfect (*.WPD )
Icon
zip.gif
Mime Type
application/zip
Doc Format
ZIP
Description
ZIP Compressed Archive (*.ZIP )
Member Response Format Id
7055
External Id
0
Fiscal Year
2026
Bid Open Date
Aug 18, 2026
Scope Of Work
The services being requested are to provide general financial advising services. The selected firm shall provide all necessary labor, materials, and equipment to provide the Services. The Services shall include, but not be specifically limited to, the following: A. review existing debt structure and financial resources to determine available borrowing cap & refinancing options and opportunities B. recommend appropriate financial structure for proposed projects C. assist the Town with preparation of forecasts for proposed issues, addressing debt service requirements and funding sources D. provide advice on terms and features of bonds; both public offerings and direct placement “bank loans”, timing and marketing of bond issues, and market conditions as they relate to future sales E. advise on benefits of negotiated versus competitive bid sales for each issue F. assist the Town in preparation of an official statement in conjunction with bond disclosure counsel and the Town G. arrange for the widest possible distribution of the official statement to bond underwriters and potential investors on competitive sale transactions H. consult, as needed, with Town staff regarding various financing options or concerns I. assist the Town in obtaining the highest possible credit ranking J. assist the Town with bid opening on competitive sale transactions, and as applicable, to advise on bond market conditions, compute accuracy of bids received, and prepare formal recommendation on acceptability of preferred offer K. assist the Town with monitoring the progress of a negotiated sale on the day of pricing, and as applicable, advise regarding market conditions and acceptability of the offer L. assist with bond closings and coordinate printing, signing, and delivery of bond documents M. assist in selecting paying agents and other financial intermediaries as necessary N. advise the Town on proposed and actual changes in tax laws and financial market developments that could affect Town bond financing plans and O. attend Town Council meetings and other scheduled Town meetings as requested, with reasonable advance notice
Publications
Publication
The Miami Herald
Bid Publication ID
296816
Bid Identifier
RFP-26-06-0-2026/RGC
Bid Status Text
None
Broadcast Date
Jul 2, 2026
Distributed By
DemandStar
Is External Bid
No
Plan Blue Print
None
Bid Amt Optional
No
Show Planholders
No
Bid External Status
Active
Bid Sequence Number
0
Distribution Notes
None
Bid Type Description
RFP - Request for Proposal
Bid Writer Account ID
2444603
Can Show Planholders
No
Distribution Method
Download
Visit Limit Exceeded
No
Blueprint Status Type
NA
Distribution Options
Bid has no blueprints associated with it
Bid External Status Type
AC
Bid Internal Status Type
BR
Contact Info Visibility
0
Project Estimated Budget
0
Supplemental Doc Optional
No
Display Budget To Suppliers
No
Cat Review
At
Jul 17, 2026
Method
openrouter
Taxonomy
non-construction
Documents
Icon
pdf.gif
Type
Bid Document / Specifications
Bid ID
540868
Status
Complete
Bid Doc ID
309493266
File Name
RFP 26-06-Financial Advisory Services
File Size
856414
Mime Type
application/pdf
Doc Format
PDF
Modified Date
Jun 30, 2026
Original File Name
RFP 26-06-Financial Advisory Services.pdf
Require Conversion
No
Categorized By
llm-nc

Source: DemandStar (bid DEMANDSTAR-540868), retrieved via the DemandStar (Euna) national bid aggregator. View the official posting — always confirm requirements and deadlines with the issuing agency.