Municipal Advisory Services
Overview
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SUMMARY
DESCRIPTION
A government authority in San Antonio, Texas is seeking a vendor to provide municipal advisory services for a one-year contract term. The selected firm will support the district with bond issuances, refunding activities, and analysis of potential opportunities related to existing debt and future financing needs.
The scope includes advising the district on new issuances, including re-offerings of outstanding issuances that are treated as new issuances under federal securities and federal tax laws. The advisor will also supervise the sale of municipal securities and work collaboratively with any selected sole or managing underwriter, underwriter's counsel, and any disclosure counsel retained by the district in preparing preliminary or final official statements or offering memoranda.
Questions related to the solicitation must be submitted by August 7, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 26, 2026.
- Who is a good fit for this opportunity?
- Registered municipal advisory firm with public finance expertise
- Experience advising government entities on bond issuances and refundings
- Strong knowledge of federal securities laws and federal tax law for municipal finance
- Proven track record supervising municipal securities sales
- Ability to coordinate with underwriters, bond counsel, and disclosure counsel
- Regional or Texas public sector experience preferred
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.