Financial Advisor Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP distributed: March 5th, 2026
Responses to RFP due: March 23rd, 2026
Panel review completed: March 30th, 2026
Selection of company: April 14th, 2026
Tentative agreement date: April 15th, 2026
QUESTION DEADLINE
Issuing Agency
City Of La Mesa
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in La Mesa, California is seeking a vendor to provide financial advisor services. The selected firm will assist with all aspects of debt issuance, including but not limited to the issuance or refunding of bonds. The Debt Financing Team should consist of a Financial Advisor, Bond Counsel, and Underwriter.
Key responsibilities include assisting with capital and long-term financial planning, coordinating the financing and debt issuance process, evaluating underwriter proposals, and providing financial analysis and recommendations. The advisor will also help secure additional professional services for the financing team and monitor market conditions to identify opportunities for issuing debt at favorable interest rates.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.