When is the submission deadline?

Submissions are due September 21, 2026. Questions must be submitted by September 8, 2026.

It was issued by Massachusetts School Building Authority. The work is located in Boston, Massachusetts, United States.

Who is a good fit for this opportunity?

Municipal financial advisory firm with substantial public-sector debt issuance experience. Expertise in transaction structuring, pricing analysis and financing strategy. Experience coordinating with bond counsel, rating agencies, trustees and investment banks. Knowledge of bank facilities, direct placements and public market financings. Strong capabilities in official statements, investor presentations and bond documentation.

Financial Municipal Advisory Services (Due September 21, 2026)

Overview

Financial, Legal, HR & Staffing

Boston, Massachusetts, United StatesPosted: September 1, 2026Deadline: September 21, 2026

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SUMMARY

A Boston government authority seeks a municipal financial advisor to support agency debt issuance, pricing, transaction coordination and bond documentation. The engagement also covers analysis of bank facilities and direct placement financings.

KEY REQUIREMENTS

Must have a minimum of three years of experience providing financial advisory services to governmental issuers similar in size and complexity to the MSBA
Must possess all necessary qualifications, certifications, and registrations required by relevant regulatory agencies including SEC, FINRA, and MSRB
Must be in good standing in the state of incorporation
Must submit response electronically through COMMBUYS
Must certify compliance with Massachusetts Conflict of Interest Law
Must provide three references for the firm and two references for the individual with overall responsibility for the team
Must provide professional liability insurance
Must agree to price limitation terms

CONTRACT DURATION

36 months

TIMELINE

Issuance of RFQ: August 31st, 2026

Question Deadline: September 8th, 2026

Responses to Questions Posted: September 14th, 2026

RFQ Response Deadline: September 21st, 2026

Presentations: Week of October 26th, 2026

Award of the Contract: December 2026

QUESTION DEADLINE

September 8, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Massachusetts School Building Authority

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Boston, Massachusetts is seeking financial municipal advisory services related to the issuance of agency debt. The selected advisor will review and provide recommendations on transaction structuring, marketing strategy, quantitative analysis, pricing options, optionality, couponing, and related financing benefits.

Services will include pre-pricing technical analysis, alternative pricing for various structures, call provisions and coupons, and guidance on negotiating final pricing. The advisor will assist with developing a financing timeline and coordinating the transaction with counsel, rating agencies, trustees, verification agents, bankers and other participants. Additional responsibilities may include advising on the procurement of an escrow agent and supporting the preparation of rating agency and investor presentations.

The advisor will also assist with providing and reviewing data and advising counsel in the preparation of preliminary and final official statements, supplemental trust agreements and other bond-related documents and contracts. For bank facilities and direct placement financings, the advisor will review financing structures and terms, provide intelligence on comparable current and historical financings, and evaluate the benefits and considerations compared with public market financing. Questions must be submitted by September 8, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 21, 2026. Questions must be submitted by September 8, 2026.
Who issued this RFP?: It was issued by Massachusetts School Building Authority. The work is located in Boston, Massachusetts, United States.
Who is a good fit for this opportunity?: Municipal financial advisory firm with substantial public-sector debt issuance experience
Expertise in transaction structuring, pricing analysis and financing strategy
Experience coordinating with bond counsel, rating agencies, trustees and investment banks
Knowledge of bank facilities, direct placements and public market financings
Strong capabilities in official statements, investor presentations and bond documentation

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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