USA (Laredo, Texas) – Financial Advisor Services
Budget
Looking for proposals
Scope of Work
(1) Vendor needs to provide financial advisor services to the government authority located in Laredo, TX. - Serve as the agency’s primary financial advisor. • Ongoing advisory and strategic services:- Assist and advise in the development of debt limits, debt service coverage ratios, reserve funds, arbitrage issues, or other debt management policies as requested.- Continuously monitor the agency's outstanding debt and market conditions to identify and recommend refunding or refinancing opportunities that generate savings.- Advise and assist the agency in preparing and presenting information to bond rating agencies to secure or maintain the highest possible credit ratings.- Assist the agency in fulfilling its continuing disclosure obligations and monitoring ongoing compliance.• Transactional services (In the event of a debt issuance):- Provide financial advice for the sale of bonds approved by agency taxpayers, as well as maintenance tax notes or certificates of obligation.- Prepare bidding forms and administer the sale of debt instruments, including determining the optimum time to issue and the optimal structure and amounts.- Analyze market conditions prior to, during, and subsequent to the sale of bonds.- Summarize the reception of the bonds in the market and evaluate the pricing performance relative to the market and other securities of similar credit.(2) All the questions must be submitted no later than July 2, 2026. (3) The contract period will be for two years.
Eligibility
- Onshore (USA Organization Only);
Place of Performance
Performance of the work will be Onsite.
Questions & Answers Deadline
July 2, 2026