When is the submission deadline?

Submissions are due September 21, 2026. Questions must be submitted by September 14, 2026.

What is the budget for this RFP?

The published budget is $11,000,000.

It was issued by City Of New Smyrna Beach. The work is located in New Smyrna Beach, Florida, United States.

Who is a good fit for this opportunity?

Municipal finance firms experienced in tax-exempt revenue notes and debt refinancing. Firms with expertise in capital improvement financing and interim financing takeouts. Professionals experienced in supporting government authorities and public-sector borrowers. Strong knowledge of applicable tax-exempt bond and public finance requirements.

Tax-Exempt Capital Improvement Refunding Revenue Note Services (Due September 21, 2026)

A New Smyrna Beach government authority is seeking services related to tax-exempt capital improvement refunding revenue notes. The proposed loan will provide long-term refinancing of the Series 2024 interim drawdown note.

Must be a bank, trust company, savings institution, or insurance company authorized to do business in Florida
Must be an accredited investor as contemplated by Section 517.061(7), Florida Statutes
Must be registered or have applied for registration with the Florida Department of State
Must use the E-Verify system to verify work eligibility status of employees
Must provide a completed Conflict-of-Interest Affidavit
Must provide a completed Human Trafficking Affidavit
Must provide a completed Non-Collusion Affidavit
Must provide a completed Public Entity Crime Information Statement
Must provide a completed Sworn Statement on Public Entity Crimes
Must provide a completed Certification Pursuant to Florida Statute 287.135 regarding scrutinized companies
Must provide a completed Organizational Information form including State Certificate of Good Standing/Articles of Incorporation

Issue RFP Notice: September 2nd, 2026

Deadline for Written Questions: September 14th, 2026, 5:00pm

Proposal Submission Deadline: September 21st, 2026, 2:00pm

Opening of Submittals: September 21st, 2026, 2:30pm

Evaluation Meeting: September 23rd, 2026, 9:00am

Recommendation of award to City Commission: October 13th, 2026

Closing of the Loan: October 16th, 2026

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

Additional decision-makers and their departments

A government authority in New Smyrna Beach, Florida seeks vendor services for tax-exempt capital improvement refunding revenue notes. The services will support the issuance costs associated with a loan intended to provide long-term financing for an interim funding arrangement.

The Series 2024 Note was originally issued as an interim drawdown note. The proposed loan will provide a long-term takeout, or refinancing, of that interim financing. Vendors must submit all questions by September 14, 2026.

Tax-Exempt Capital Improvement Refunding Revenue Note Services

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