Financial Advisory Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
The government authority in Sacramento, California is seeking a contractor to provide financial advisory services in support of its bond portfolio and the wind-down of the EPF program. The selected firm will assist the department with the management, coordination, and monitoring of all related activities, including applicable regulatory and reporting requirements.
Services include advising on escrow or defeasance bond series to help ensure compliance with federal tax law, as requested. The contractor may also be asked to attend management and planning meetings and provide ongoing strategic support related to bond program oversight.
Questions regarding this solicitation must be submitted no later than May 18, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.