When is the submission deadline?

Submissions are due August 18, 2026. Questions must be submitted by July 30, 2026.

It was issued by Town Of Cutler Bay. The work is located in Cutler Bay, Florida, United States.

Who is a good fit for this opportunity?

Experienced municipal financial advisory firm. Proven track record in public sector debt structuring and refinancing. Expertise in bond issuance, closing, and investor communications. Strong knowledge of Florida municipal finance regulations.

Financial Advisory Services (Due August 18, 2026)

Overview

Financial, Legal, HR & Staffing

Cutler Bay, Florida, United StatesPosted: July 3rd, 2026Deadline: August 18th, 2026

Settle Signals

Market intelligence for public sector sales teams

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.

Learn more about Settle

SUMMARY

The Town of Cutler Bay seeks financial advisory services to support debt review, bond issuance, refinancing options, and related financial strategies.

KEY REQUIREMENTS

Must be a professional financial advisory firm licensed in the State of Florida
Must have at least 10 years of continuous operation under the same name
Must be a Municipal Securities Rulemaking Board registered municipal advisor firm
Must have at least one Series-50 qualified representative
Project team must have at least 5 years of experience in the State of Florida within the past 10 years
Must have successfully performed municipal financial advising services for at least 3 municipal clients within the past 5 years
Account/project manager must have a minimum of 5 years of experience providing municipal financial advising services
Must provide a bid bond or cashier's check in the amount of $2,500
Must maintain commercial general liability, workers compensation, business automobile, and professional liability insurance

CONTRACT DURATION

36 months

TIMELINE

Advertisement/Distribution of RFP: July 2nd, 2026

Closing Date for Respondent Questions: July 30th, 2026

Town’s Answers to Questions: August 4th, 2026

Proposals Due & Opened: August 18th, 2026

Town Staff Review: August 19th, 2026

Selection Committee Meeting: August 24th, 2026

Presentations by Top Three Respondents: September 1st, 2026

Selection Committee Recommendation: September 1st, 2026

Council Meeting to Select Firm: September 16th, 2026

QUESTION DEADLINE

July 30th, 2026

CONTACTS

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

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Town Of Cutler Bay

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Cutler Bay, Florida seeks a qualified vendor to provide comprehensive financial advisory services. The responsibilities include delivering general financial advice, reviewing the town's existing debt structure, and evaluating financial resources to determine borrowing capacity and potential refinancing opportunities.

The selected advisor will assist with preparing financial forecasts for proposed debt issuances, address debt service requirements, and identify appropriate funding sources. Guidance is required regarding the terms and features of bonds, including both public offerings and direct bank placements, as well as strategies for timing, marketing, and understanding market conditions relating to future sales.

Further, the advisor will provide insights on the merits of negotiated versus competitive bond sales, facilitate the broad distribution of official statements to bond underwriters and potential investors for competitive transactions, and support the coordination of bond closings, including printing, signing, and delivery of bond documents.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due August 18, 2026. Questions must be submitted by July 30, 2026.
Who issued this RFP?: It was issued by Town Of Cutler Bay. The work is located in Cutler Bay, Florida, United States.
Who is a good fit for this opportunity?: Experienced municipal financial advisory firm
Proven track record in public sector debt structuring and refinancing
Expertise in bond issuance, closing, and investor communications
Strong knowledge of Florida municipal finance regulations

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.

See how Settle works