City of Sebastian MyVendorLink #RFP-2026-1391

Casselberry Financial Advisor Services – Comprehensive Municipal Finance Consulting

The City of Casselberry, Florida is seeking a qualified firm to provide comprehensive Financial Advisor Services under RFP-2026-1391. - Government Buyer: - City of Casselberry, Florida - Procurement and Contract Management Division - Services Requested: - Full-scope financial advisory services including: - Capital planning and debt management - Financial strategy and policy development - Investment and cash management - Economic and revenue analysis - Project feasibility and funding analysis - Transaction support (including debt issuance and credit rating preparation) - Arbitrage rebate calculation services - SEC and continuing disclosure reporting - Investor outreach and communication - Ongoing advisory and consulting - Pricing models include fixed annual retainers, transaction-based fees (tiered by debt issuance amount), hourly rates for special services, and lump sum fees for specific tasks - Notable Requirements: - Minimum of ten years' experience in municipal financial advisory services - Proven track record with similar government clients - Compliance with Florida laws, insurance, E-Verify, and anti-human trafficking provisions - No bid, performance, or construction bonds required - Contract Structure: - Initial term of five years, with options for up to four additional years (total up to nine years) - City may cancel with 90 days' notice - Place of Performance: - All services to be performed for the City of Casselberry, primarily at 95 Triplet Lake Drive, Casselberry, FL 32707 - No specific products or part numbers are requested; this is a professional services contract

Description

The City of Casselberry is seeking proposals from qualified firms to provide Financial Advisor Services. The scope includes analysis of financing options, arbitrage rebate calculation, disclosure services, and procurement of professional services and debt obligations related to debt issuance. The solicitation is a Request for Proposal (RFP) with submissions due by February 5, 2026. The contract term may be renewed for two additional one-year terms.

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