Financial Advisory Services

The government authority located in Sacramento, CA, requires financial advisory services focusing on credit rating management, rating agency relations, and long-term strategic financial planning. The contractor must advise the agency on credit profiles, prepare presentation materials, assist with rating agency meetings, monitor market developments, and recommend strategies to maintain favorable ratings. Additionally, the contractor must provide strategic financial planning, evaluate borrowing options, assist with negotiating revolving debt facilities or financing arrangements, and advise on debt issuance, refinancing, and non-debt projects. The authority expects the selected vendor to prepare reports and deliver other requested advisory services to support its financial objectives. The authority establishes a five-year contract period and mandates onsite work performance. To qualify, bidders must meet the eligibility requirement of being an onshore USA organization. The buyer is currently looking for proposals to establish the budget, and the provided text omits specific evaluation criteria and key dates.