Municipal Advisory Services

The Miami-Dade County Water and Sewer Department in Miami, Florida requires a qualified municipal advisor to support its water and sewer revenue debt transactions and services. The agency is seeking assistance with the issuance of bonds, notes, certificates, and other financing instruments, specifically excluding swaps, derivative products, and ongoing advisory services. This initiative aims to secure expert financial guidance to manage the department's debt portfolio and ensure successful transaction execution. The scope of work covers reviewing and assisting with the preparation of all offering documents, as well as preparing pre-pricing analyses and post-sale reports. The selected advisor must review debt service schedules and annual reports to bondholders, and create and maintain a comprehensive database for the water and sewer segment debt portfolio. Additionally, the agency requires financial analysis for each debt issuance and other applicable financial services on an as-needed basis. Eligible bidders must be organizations based in the United States. The agency allows the work to be performed either onsite in Miami or offsite. The resulting contract will span a performance period of seven years. The agency is currently looking for proposals to determine the cost of these services, as no specific budget limit is disclosed in the solicitation. The evaluation will focus on the bidder's ability to deliver the requested municipal advisory and financial analysis services. The solicitation does not specify key proposal submission dates or specific evaluation weighting.