Municipal Advisory Services

The Port of Oakland, a government authority located in Oakland, California, is seeking independent municipal advisory services to support its financing matters. The agency requires assistance with budgeting, financial planning, rate-setting, and reporting activities through the provision of historical data, forecasts, and benchmarking analyses. The selected advisor will evaluate the Port's debt capacity and affordability under various scenarios, monitor legislative developments affecting debt financing, and assist with short-term credit facilities such as commercial paper letters of credit and lines of credit. The scope of work covers financial modeling, scenario analyses, and benchmarking studies comparing the Port's financial metrics and debt structures with peer agencies. The agency needs advice on strategies to enhance credit quality, broaden investor demand, reduce borrowing costs, and analyze financing alternatives involving revenue pledges and lien structures. Additionally, the advisor must assist in presenting recommendations to the Board, rating agencies, and stakeholders, while also providing post-sale analysis and advice on post-issuance compliance and debt administration. Eligibility is limited to onshore organizations based in the United States. The agency expects the performance of the work to be conducted offsite, and bidders must submit their responses digitally via email or online. The contract period will span five years, and the agency is currently looking for proposals to determine the budget. All questions regarding this opportunity must be submitted no later than July 9, 2026.