City of Sebastian MyVendorLink #RFP-2026-1391

Financial Advisor Services

The City of Casselberry, Florida, through its Procurement and Contract Management Division, has entered into a contract for Financial Advisor Services with a selected firm capable of providing comprehensive financial advisory services, including analysis of financing options, arbitrage rebate calculation, disclosure services, debt issuance procurement, and related support. The contract is based on solicitation RFP-2026-1391, with a term beginning on a specified start date and ending on a specified end date, with options for renewal. The scope includes capital planning, debt management, financial strategy, investment and cash management, economic analysis, project funding, transaction support, reporting, and ongoing advisory services. The contract requires the firm to have at least ten years of experience, with prior municipal financial advisory work in Florida, and to maintain all necessary licenses and insurance. The place of performance is Casselberry, Florida, and the award process involved evaluation, shortlisting, and an intent to award to PFM Financial Advisors, LLC, with other firms also considered. The procurement process included detailed proposals, references, and compliance with Florida statutes, with contacts and locations specified in the official documentation.

Description

The City of Casselberry engaged a qualified firm to provide Financial Advisor Services including analysis of financing options, arbitrage rebate calculation services, disclosure services, procurement of professional services related to debt issuance, and procurement of debt obligations.

View original record