Financial Advisor Services

A government authority in Daleville, Virginia is seeking a vendor to provide comprehensive financial advisory services for a one-year contract term. The scope includes long-range revenue forecasting, strategic financial planning, capital funding analysis, debt advisory services, and the development of sustainable spending strategies tied to significant current and future revenue opportunities.

The selected advisor will counsel the authority and any single-purpose entities created by the County on developments in financial regulation and trends in general and municipal finance. Services also include providing analytical frameworks to evaluate financing options such as short-term versus long-term debt, internal versus external financing, variable versus fixed rates, and capital leasing.

The advisor will assist with the development of long-term financial forecasting models that incorporate anticipated revenues, operating expenditures, capital improvement needs, debt service, reserve requirements, economic assumptions, and alternative funding scenarios. The engagement also includes annual estimation of revenues from corporate partners, supported by a survey of comparable counties across Virginia with similar revenue sources, extending up to 20 years forward.

In addition, the advisor will help the County prepare spending recommendations for large project-related revenues, including potential allocations for capital projects, early debt repayment, K-12 education, and related expenditures. Dynamic financial models and scenario analyses are also required so County staff can assess revenue assumptions, capital strategies, debt options, reserve levels, and operating impacts over short-, medium-, and long-term planning horizons. Questions are due by August 4, 2026.