Town of Cutler BayIssuing agency·Cutler Bay, FL·via the DemandStar (Euna) national bid aggregatorWe post new financial & insurance opportunities in Florida as agencies publish them. Get them in one email — free, and unsubscribe whenever.
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
The selected firm shall provide all necessary labor, materials, and equipment to provide general financial advising services. Services include: reviewing existing debt structure and financial resources to determine borrowing capacity and refinancing options; recommending financial structures for proposed projects; assisting with preparation of forecasts for proposed issues; advising on terms and features of bonds; advising on negotiated versus competitive bid sales; assisting in preparation of official statements; arranging distribution of official statements; consulting with Town staff; assisting in obtaining credit rankings; assisting with bid openings; monitoring negotiated sales; assisting with bond closings; selecting paying agents; advising on tax law and market changes; and attending Town Council meetings as requested.
Source: DemandStar (bid 540868), retrieved via the DemandStar (Euna) national bid aggregator. View the official posting , always confirm requirements and deadlines with the issuing agency.
