Financial Advisor and Arbitrage Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
May 19th, 2026: Issue Request for Proposal (RFP)
June 16th, 2026: Proposals Due Prior to 2:00 PM EST
June 23rd, 2026: Evaluation Committee Makes Preliminary Decision
July 7th, 2026: Recommend to Commission
Issuing Agency
City Of Fernandina Beach
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DESCRIPTION
The City of Fernandina Beach, Florida is seeking a vendor to provide comprehensive financial advisor and arbitrage services. The selected firm will be responsible for developing, implementing, and maintaining strategies to meet the city's capital financing needs, as well as delivering arbitrage services to ensure compliance with rebate requirements under prevailing tax codes.
The financial advisor will be expected to review the city's existing debt structure and financial resources, recommend suitable financial structures for proposed projects, and assist in the identification of borrowing and refinancing opportunities. Additional responsibilities include preparing and presenting workshops on financial issues, analyzing financial options, and aiding in the preparation of cash flow forecasts for potential debt issuances, addressing debt service obligations and funding sources.
Arbitrage services will involve comprehensive reviews of all relevant city debt issuances to determine whether arbitrage rebate and yield restriction calculations are necessary, establishing schedules for future compliance calculations, and reviewing past arbitrage rebate calculations to identify and resolve any related issues. The contract is intended to span a period of five years.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due June 16, 2026.
- Who issued this RFP?
- It was issued by City Of Fernandina Beach. The work is located in Fernandina Beach, Florida, United States.
- Who is a good fit for this opportunity?
- Expertise in municipal financial advisory and arbitrage compliance
- Experience preparing and marketing public sector debt issues
- Demonstrated knowledge of arbitrage rebate and yield restriction regulations
- Familiarity with Florida municipal finance law
- Proven track record serving local government agencies
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