Financial Advisor Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Questions submitted until July 21st, 2026
Proposals due by July 29th, 2026
Evaluation of proposals from July 29th to August 4th, 2026
Notification of shortlisted respondents on August 5th, 2026
Interviews on August 13th, 2026
Board of Education first read on September 24th, 2026
Board of Education final approval on October 12th, 2026
Effective date on January 1st, 2027
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Columbia School District
DESCRIPTION
A government authority in Columbia, Missouri is seeking a qualified firm to provide financial advisor services for a three-year contract term. The selected advisor will support the school district in developing a long-term financing strategy, including evaluation of refinancing alternatives and structuring the annual tax levy to optimize both operating and debt service funds.
The scope includes analyzing available financing methods, identifying the advantages and disadvantages of each option, and recommending the most suitable plan based on the district’s needs. The advisor will also prepare cash flow projections and financing schedules, assist legal counsel with review of applicable federal, state, and local policies affecting financing, and help coordinate the preparation of marketing and legal documents such as resolutions, financing plans, and offering documents.
The selected firm will further advise the district and assist in preparing financing information as needed. Questions are due by July 21, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 29, 2026. Questions must be submitted by July 21, 2026.
- Who issued this RFP?
- It was issued by Columbia School District. The work is located in Columbia, Missouri, United States.
- Who is a good fit for this opportunity?
- Municipal finance advisory firm with school district experience
- Expertise in public sector debt structuring and refinancing analysis
- Knowledge of tax levy planning and debt service funding strategies
- Experience preparing cash flow projections and financing schedules
- Ability to coordinate with bond counsel and support offering documentation
- Familiarity with federal, state, and local public finance regulations
- Capacity to provide multi-year advisory support to government entities
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.