Municipal Advisor Services
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Source: California Purchasing Group
1 . Project Analysis : the municipal advisor will analyze financial alternatives available to the City for each proposed project and provide the City with a recommendation , complete with financial benefits and opportunity risks to the City . 2 . Transaction Support : If the City proceeds with a financing , the mu
- Status
- Closed
- Sector
- Government
- Location
- California, United States of America
- Updated
- 3 Nov 2026
- Source
- California Purchasing Group
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Tender Information
Participants
| Not available for this record. |
Status
Original status | closed |
Taiyo status | Closed |
Taiyo last update | 2026-11-03 |
Contact
| Not available for this record. |
Description
Description | 1 . Project Analysis : the municipal advisor will analyze financial alternatives available to the City for each proposed project and provide the City with a recommendation , complete with financial benefits and opportunity risks to the City . 2 . Transaction Support : If the City proceeds with a financing , the municipal advisor will assist in all phases of execution , including preparation of offering documents , rating agency presentations , and coordination with bond counsel and underwriters . 3 . As - Needed Consulting : The financial advisor will be available to the City on an as - needed basis at any time during the term of the contract . 4 . Policy Review : The financial advisor will assist the City in several initiatives , including reviewing and updating its Credit and Debt Management Policy , reviewing and assisting with disclosure requirement and compliance , preparing studies or financial strategies as requested by the City , and other advisory services agreed to in writing between the parties . Analysis of the City policy will take into consideration many of the factors used by rating agencies in determining the City ' s credit worthiness . |
Location
Country | United States of America (USA) |
State | California |
Source
Source | California Purchasing Group |
URL |
More Details
Record type | Tender |
Sector | Government |
Article published date | 2026-03-27 |
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