Massachusetts COMMBUYS #BD-26-1211-MSBA-MASS-132971

RFQ for Financial Advisory Services for Massachusetts School Building Authority

The Massachusetts School Building Authority (MSBA) is seeking qualified firms to provide financial (municipal) advisory services for its note and bond sales, debt management, and related projects. - Government Buyer: - Massachusetts School Building Authority (MSBA), led by Executive Director Mary L. Pichetti - Scope of Services: - Financial advisory for note and bond sales - Debt management projects, including transaction structuring, pricing, refunding, tender offers, and development of financing plans - Debt portfolio analysis and risk management - Assistance with rating agency and investor presentations - Non-transactional advisory services such as maintaining financial models, reviewing proposals, and policy recommendations - Procurement Details: - RFQ will establish a pool of pre-qualified financial advisors for future assignments - Firms must demonstrate experience with large-scale bond sales (over $300 million) - Cost proposals require fixed fees for transactional services and hourly rates for non-transactional services - Encourages participation from diverse business enterprises (MBE, WBE, SDVOBE, VBE, DOBE, LGBTBE, etc.) - Selected firms must execute MSBA's Master Services Agreement - OEMs and Vendors: - No specific OEMs or vendors are named; this is a pre-qualification for advisory services - Unique Requirements: - Firms must have relevant experience with similar issuers and large bond transactions - Diversity and inclusion are emphasized in the selection process

Description

The Massachusetts School Building Authority (MSBA) is requesting Statements of Qualifications from firms interested in providing financial (municipal) advisory services. These services include advising on note and bond sales and other debt management related projects. The RFQ aims to qualify multiple firms to be placed in a pool of pre-qualified financial advisors for future debt-related transactions and projects. Selected firms will be required to execute the MSBA's Master Services Agreement and may be prequalified for three years with possible extensions. The procurement method is open market, and the project involves public finance.

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