Financial Advisory Services

Miami-Dade County is seeking a financial advisor to provide comprehensive bond transaction services for a seven-year contract period. The selected advisor must guide the government authority on bond sale methods and establish structured timetables and distribution lists for each issue. Additionally, the advisor will coordinate all transaction-related meetings and conference calls to ensure seamless execution. The scope of work requires the advisor to assist with the preparation and review of all offering documents, including preliminary and final official statements. To support the pricing process, the advisor must deliver pre-pricing analyses and post-sale reports, culminating in a closing certificate that verifies the County received market pricing. The advisor will also assist bond counsel with legislation, support bond validation through financial tables and testimony, and coordinate with disclosure counsel to ensure accurate reporting to rating agencies and investors. Eligible bidders must be United States organizations, and the agency will permit the designated work to be performed offsite. The agency accepts digital proposal submissions via email or an online portal. While the agency has not disclosed a specific budget and is actively seeking proposals to determine pricing, the contract will span a firm seven-year duration.