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Municipal Financial Advisory Services

Overview


Financial, Legal, HR & Staffing
Springfield, Oregon, United StatesPosted: June 19th, 2026Deadline: July 17th, 2026

Fit Score


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SUMMARY


Springfield, Oregon is seeking a financial advisory firm to support municipal capital financing, debt management, and long-term fiscal planning over a three-year period.

KEY REQUIREMENTS


BUDGET

Estimate

$171,850,000

CONTRACT DURATION


36 months

TIMELINE


RFP Published: June 12th, 2026

Question and Clarifications Due: July 3rd, 2026

Final Addendum Issued: July 10th, 2026

Proposal Due Date and Time: July 17th, 2026

Evaluation, Reference Checks & Interviews: July 20th–24th, 2026

Selection of Preferred Proposer: July 31st, 2026

Intent to Award and Contract Negotiations: August 3rd–7th, 2026

Board Approval and Contract Award: August 12th, 2026

Agreement Execution: Following Board Approval

QUESTION DEADLINE


July 3rd, 2026

CONTACTS


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

Additional decision-makers and their departments

Issuing Agency


Springfield Utility Board

Organization overview and procurement intelligence available on paid plans.
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DESCRIPTION


The government authority in Springfield, Oregon seeks municipal financial advisory services for a three-year contract period. The selected financial advisor will provide ongoing, independent guidance on municipal finance matters. Assignments may encompass a range of utility-related capital financing tasks, debt management, and long-term financial planning, delivered on a continuing, phased, or task-order basis according to project requirements, funding opportunities, Board directives, regulatory criteria, and prevailing financing conditions.

Key tasks may include financial condition assessments and historical reviews, evaluation of funding alternatives, construction of long-term financial models (spanning 10 to 20 years), analyzing debt capacity and affordability, conducting rate and revenue assessments, and reviewing financial risk and policy adherence. The advisor will also support regulatory compliance efforts and provide guidance to the Board and stakeholders as needed. All questions regarding this RFP must be submitted by July 3, 2026.

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Frequently asked questions

When is the submission deadline?
Submissions are due July 17, 2026. Questions must be submitted by July 3, 2026.
What is the budget for this RFP?
Settle estimates the budget at $171,850,000. The issuer has not published an official figure.
Who issued this RFP?
It was issued by Springfield Utility Board. The work is located in Springfield, Oregon, United States.
Who is a good fit for this opportunity?
  • Demonstrated expertise in municipal financial advisory services
  • Experience supporting government or public utility financial planning
  • Capacity for long-term modeling and complex debt analysis
  • Track record of regulatory compliance and stakeholder engagement
  • Ability to deliver ongoing support on a phased or task-order basis

Analysis generated by Settle AI from the source RFP.

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