Utah Public Procurement Place U3P #26-District-Financial Advising Services

Financial Advising Services for Utah Charter Academies Bond Financing

Utah Charter Academies (UCA), one of Utah's largest charter school networks, is seeking qualified municipal advisory firms to provide financial advising services for complex bond financing needs. - Government Buyer: - Utah Charter Academies (UCA), with procurement managed by the State of Utah Division of Purchasing - Services Requested: - Professional municipal financial advising services - Focus on complex pledged vs. non-pledged revenue structures and management of existing bond obligations - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Unique or Notable Requirements: - Firms must demonstrate expertise in large-scale system financing for educational institutions - Detailed certifications required regarding legal, tax, and regulatory compliance - Adherence to Utah-specific procurement and legal standards - No pricing information to be included in initial submissions - Selection will be based on Value Based Selection under Utah Procurement Code 63G-6a Part 15 - Opportunity is open to elite municipal advisory firms with proven experience in sophisticated financing structures

Description

The State of Utah Division of Purchasing, through Utah Charter Academies (UCA), is seeking statements of qualifications from elite Municipal Advisory firms for financial advising services. The project involves managing a complex pledged vs. non-pledged revenue structure related to UCA's existing bond obligations. The procurement will be conducted via Value Based Selection under Utah Procurement Code 63G-6a Part 15, with the highest-ranked vendor selected for contract negotiation. Pricing should not be included in the qualifications submission. The contract aims to support one of Utah's largest charter school networks with sophisticated system financing needs.

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