Advice and Recommendations Services

A government authority in California is seeking advice and recommendations services to develop financial strategies for its housing bond programs. The agency needs to structure new money or refunding single family mortgage revenue bonds under any authorized indenture using tax-exempt or taxable securities or loans. These strategies must utilize new money or transferred proceeds from various portfolios of loans or program obligations. The agency also requires strategies to structure new money or refunding multifamily revenue bonds under any authorized indenture. This scope includes utilizing tax-exempt or taxable securities or loans, as well as new money or transferred proceeds. Additionally, the selected partner must develop strategies to structure new money or refunding bonds under the agency's conduit or standalone indentures, including the limited obligation multifamily housing revenue bonds indenture. Bidders must perform all work onsite and must be located onshore within the United States. The agency has not disclosed a specific budget and is looking for proposals to define the financial terms. The source document does not specify the evaluation criteria or key dates for this opportunity.