Financial Advisor Professional Services

The government authority in Palo Alto, California, seeks financial advisor professional services. The scope includes ongoing monitoring of the City's debt portfolio and municipal market conditions, providing market updates, reviewing refunding opportunities, summarizing the outstanding debt portfolio, and discussing relevant developments. The vendor will also advise on debt structure, sizing, timing, and method of sale, and support the selection and coordination of the financing team and bond counsel. A quarterly meeting with City staff is required to present findings and discuss recommendations. The performance of this work will be offsite. The organization must be onshore (USA Organization Only). The authority is looking for proposals. All questions must be submitted no later than September 8, 2026.