Financial Advisor Services

Overview

Financial, Legal, HR & Staffing

South Jordan, Utah, United StatesPosted about 2 months agoDeadline: April 17th, 2026

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

The City of South Jordan, Utah requests proposals for financial advisor services focused on supporting all aspects of bond issuance, structuring, and ongoing analysis.

KEY REQUIREMENTS

Be an independent registered financial firm.
Submit proposals by April 17th, 2026, 12:00 PM MDT.
Submit proposals electronically through the State of Utah Public Procurement Place website (Bonfire).
Organize proposals into specific sections: Cover Letter, Qualifications and Expertise, Work Plan, Past Performance, and Fees.
Demonstrate prior experience in structuring and completing Utah municipal financing.
Provide qualifications of assigned personnel.
Include a proposed fee schedule for all types of bonds and for services if bonds are not issued.
Refrain from communicating with City employees or committee members outside of the official Q&A process.
Proposals must remain irrevocable offers for 90 days.

BUDGET

Estimate

$100,000 – $500,000

TIMELINE

Questions deadline: April 10th, 2026 at 12:00 PM MDT.

Proposal submission deadline: April 17th, 2026 at 12:00 PM MDT.

QUESTION DEADLINE

April 10th, 2026

Issuing Agency

City of South Jordan

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in South Jordan, Utah, is seeking a vendor to provide comprehensive financial advisor services. The selected advisor will support the agency with preparation of supporting data, bond market information, assistance in obtaining bond ratings, and investor negotiations related to the issuance of bonds, notes, refunding bonds, and other financial instruments.

Key responsibilities include ongoing advisory on both proposed and existing bond issues, preparation and presentation of information to rating agencies and bond insurance companies, and structuring of bond issues. The advisor will review official statements, coordinate the particulars of issuing bonds, and interface with bond counsel as required.

Additional tasks involve analyzing the financial impact of project costs, preparing cash flow projections and rate implications, studying and recommending optimal structuring and methods for financings, and providing detailed payment schedules as well as bond sizing analysis to the agency.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.