Municipal Financial Advisory Services
Overview
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SUMMARY
DESCRIPTION
The government authority in St. Charles, Illinois is seeking a vendor to provide municipal financial advisory services. The selected firm will support the city in debt planning, debt issuance, debt management, and related public finance matters over a five-year contract term.
Scope of services includes reviewing the city's outstanding debt portfolio and identifying opportunities for restructuring, refunding, or other debt service savings strategies. The advisor will also assist with developing or updating debt management policies, post-issuance compliance procedures, and financing guidelines, as well as performing debt capacity, affordability, and scenario modeling based on the city's budget, capital plan, legal debt limits, and revenue profile.
Additional responsibilities include advising on continuing disclosure obligations, market disclosure practices, interest rate trends, investor demand, market access, refunding opportunities, and legislative or regulatory developments affecting municipal issuers. For debt issuance services, the selected firm will serve as the city's lead financial advisor and transaction manager for bond, note, loan, lease, installment, or other financing transactions. Questions are due by August 4, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 27, 2026.
- Who is a good fit for this opportunity?
- Municipal financial advisory firm with public-sector debt expertise
- Demonstrated experience advising cities on bond, note, loan, lease, and installment financings
- Strong background in debt portfolio review, restructuring, and refunding strategies
- Capability in debt capacity, affordability, and scenario modeling for local governments
- Knowledge of post-issuance compliance and continuing disclosure requirements
- Familiarity with municipal market conditions, investor demand, and regulatory developments
- Experience serving as lead financial advisor and transaction manager on public finance engagements
- Ability to support a multi-year government advisory relationship
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.