When is the submission deadline?

Submissions are due July 31, 2026. Questions must be submitted by July 17, 2026.

It was issued by Boone County Council. The work is located in Lebanon, Indiana, United States.

Who is a good fit for this opportunity?

Municipal financial advisory firm with Indiana local government experience. Expertise in debt issuance, capital financing, and public sector fiscal planning. Strong background in fiscal sustainability modeling and capital improvement planning. Knowledge of Indiana local income tax structures and regulatory requirements. Ability to serve in a fiduciary advisory role to public entities. Experience supporting county or municipal councils with ongoing financial strategy and meeting attendance.

Financial Advisor Services (Due July 31, 2026)

Overview

Financial, Legal, HR & Staffing

Lebanon, Indiana, United StatesPosted: July 10th, 2026Deadline: July 31st, 2026

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SUMMARY

A Lebanon, Indiana government authority seeks a financial advisor to provide fiduciary guidance on debt, capital financing, fiscal sustainability planning, and local income tax analysis. The engagement is for one year and includes ongoing strategic financial support and meeting attendance.

KEY REQUIREMENTS

Must be registered as a Municipal Advisor with the Securities and Exchange Commission
Must be registered with the Municipal Securities Rulemaking Board
Must possess all required licenses and registrations
Must have at least five years of experience providing municipal advisory services in Indiana
Must demonstrate significant experience advising Indiana local governments

CONTRACT DURATION

60 months

TIMELINE

RFP Issued: July 8th, 2026

Deadline for Questions: July 17th, 2026

Responses to Questions Issued: July 24th, 2026

Proposal Due Date: July 31st, 2026

Evaluation Period: August 3rd – August 10th, 2026

Interviews: August 3rd – August 10th, 2026

Notice of Intent to Award: No later than August 2026

Contract Approval: October 13th, 2026

Contract Effective Date: January 1st, 2027

QUESTION DEADLINE

July 17th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Boone County Council

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DESCRIPTION

A government authority in Lebanon, Indiana is seeking a qualified firm to provide financial advisor services for a one-year contract term. The selected advisor will serve as a fiduciary resource to the Council on debt issuance, capital financing, and other municipal finance matters, with a focus on supporting informed financial planning and compliance.

The scope includes development of a fiscal sustainability plan to assist with financial resource management, debt management, and capital improvement planning. The plan may include a fiscal sustainability planning model, documentation of revenue and expenditure assumptions, charts and tables showing historical trends and future estimates, and a summary of outstanding debt associated with prior capital expenditures.

The advisor will also perform a local income tax analysis, including summarizing current local income tax revenues and distributions, explaining legal uses of those revenues, reviewing the current tax mix, and identifying potential changes based on discussions with the client. Ongoing services include monitoring and updating the fiscal sustainability plan, modeling alternative scenarios, attending working group and other meetings, and providing continuing financial strategy, support, and recommendations as requested.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 31, 2026. Questions must be submitted by July 17, 2026.
Who issued this RFP?: It was issued by Boone County Council. The work is located in Lebanon, Indiana, United States.
Who is a good fit for this opportunity?: Municipal financial advisory firm with Indiana local government experience
Expertise in debt issuance, capital financing, and public sector fiscal planning
Strong background in fiscal sustainability modeling and capital improvement planning
Knowledge of Indiana local income tax structures and regulatory requirements
Ability to serve in a fiduciary advisory role to public entities
Experience supporting county or municipal councils with ongoing financial strategy and meeting attendance

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.

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