Financial Advisory Services
Overview
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.
SUMMARY
DESCRIPTION
A government authority in Dublin, California is seeking a qualified vendor to provide financial advisory services. The selected firm will support the agency on matters related to debt portfolio management, credit rating assessment, and debt issuance or refinancing activities.
The financial advisor will report to the finance director and work closely with agency staff throughout the engagement. Services include acting as a subject matter expert on debt evaluation, the district’s credit rating assessment, debt issuance and refunding, reviewing long-range financial plans and recommending improvements, providing debt issuance-related services, debt management services, and broader financial planning support.
Questions related to the solicitation must be submitted no later than July 31, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 14, 2026.
- Who is a good fit for this opportunity?
- Municipal finance advisory firm with public sector experience
- Expertise in debt portfolio management and refinancing strategies
- Strong background in credit rating assessment and agency presentations
- Experience supporting bond issuance and refunding programs
- Ability to provide long-range financial planning and policy recommendations
- Senior advisors capable of working closely with finance leadership and agency staff
- Familiarity with California local government financing environments
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.