City of Stamford Request for Proposals for Municipal Financial Advisory Services
- Client
- City of Stamford Purchasing Department
- Solicitation No.
- 2027.0149
- Posted
- 10/23/2026
- Category
- Auditing, Finance and Accounting
- Budget
- Looking for Proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe City of Stamford is soliciting proposals from qualified firms to provide municipal financial advisory services. The selected firm will offer independent advisory support regarding ongoing debt management, capital financing, credit strategy, market conditions, and the planning and execution of public financings. Specific duties include credit rating strategy, financing planning and structuring, ongoing debt and capital advisory, and refunding and restructuring analyses for general obligation bonds, revenue bonds, tax increment financing bonds, and other financing obligations. Eligibility is limited to onshore vendors in the USA. Proposals are due November 19, 2026, at 4:00 P.M., and must be submitted online via ProcureWare. All questions must be submitted online using the ProcureWare Clarifications feature by November 5, 2026, at 11:59 P.M. The evaluation process allocates 100 total points based on municipal advisory experience and firm qualifications (20 points), Stamford team qualifications (20 points), Connecticut and comparable issuer experience (15 points), references and past performance (5 points), and fee proposal (10 points). The contract term is for one year.
Key solicitation details
AI-extracted from Agreement.2027.0149 City RFP - Municipal Financial Advisory Services.pdf. Confirm against the original documents before bidding.
The City of Stamford, Connecticut invites proposals from qualified firms to provide independent municipal financial advisory services. The selected firm will advise the City on debt management, capital financing, credit strategy, market conditions, and public financing execution. Qualified firms properly registered with the U.S. Securities and Exchange Commission and Municipal Securities Rulemaking Board are eligible to bid.
- Issued by
- City of Stamford Purchasing Department
- Date Issued
- October 22, 2026
- Deadline for questions
- November 5, 2026 @ 11:59 P.M.
- Proposals Due
- November 19, 2026 @ 4:00 P.M.
- How to submit
- Electronic via ProcureWare online portal
- Submission details
- Submit responses online at https://stamfordct.procureware.com. Name saved file as Proposer Name Response to Stamford RFP No. XXX.
- Contract term
- Three years from full execution, with option to extend for up to two additional one-year periods.
- Place of performance
- Stamford, CT
- Insurance and bonding
- Commercial general liability $1,000,000; Professional liability/Errors & Omissions $1,000,000 per claim/aggregate; Workers' compensation; Employer's liability $100,000/$500,000/$100,000; Commercial auto liability $1,000,000.
How proposals are evaluated
| Municipal advisory experience and firm qualifications | 20 |
| Qualifications and experience of the proposed Stamford team | 20 |
| Connecticut and comparable municipal issuer experience | 15 |
| References and past performance | 5 |
| Fee proposal and overall value | 10 |
Scope of work
- Advise on debt policy, debt capacity, affordability, legal constraints, financing alternatives, and best practices
- Prepare multi-year debt service forecasts and analyze debt service, tax rate, and budget impacts
- Identify refinancing, restructuring, defeasance, redemption, and cash optimization opportunities
- Develop financing plans, compare alternatives, and recommend timing and structure
- Advise on credit rating strategy and assist with rating agency presentations and communications
- Assist with preparation and review of disclosure documents and continuing disclosure compliance
- Manage or support competitive sales, negotiated sales, and direct placement pricing
- Prepare refunding analyses and coordinate closing and post-closing financial tasks
Minimum qualifications
- Properly registered with the U.S. Securities and Exchange Commission and Municipal Securities Rulemaking Board
- Professionals assigned must hold all qualifications required for the services performed
- Experience with public issuers of comparable size and complexity
Documents to include with the bid
- Signed transmittal letter
- Appendix A Fee Proposal Form
- Appendix B Reference Form
- Appendix C Conflict and Regulatory Disclosure Form
- Appendix D Proposal Checklist
- Non-Collusion Affidavit
- IRS Form W-9
- Supplier Registration Form
- Initial Disclosure Form
- Evidence of insurance
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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