Financial Advisor Services

Overview

Financial, Legal, HR & Staffing

San Antonio, Texas, United StatesPosted 14 days agoDeadline: June 9th, 2026

Fit Score

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SUMMARY

San Antonio government authority seeks a financial advisor to support debt financing, commercial paper programs, and provide expert guidance on financial matters.

KEY REQUIREMENTS

Must have at least 5 years of experience in providing public finance advisory services.
Must have 3 to 5 years of experience with transit or transportation clients in the last 5 years.
Must have demonstrated experience with debt issuance and FTA-funded capital programs.
Must submit a current certificate of insurance (COI) or a letter of commitment from an insurance provider.
Must be able to provide financial advisory/consultant services for debt financing, commercial paper programs, and lease transactions.
Must be able to attend working group, committee, board, and other meetings as needed.

BUDGET

Estimate

$1,000,000 – $5,000,000

CONTRACT DURATION

60 months

TIMELINE

RFP Issue Date: April 24th, 2026

Pre-Proposal Conference: May 6th, 2026

Last date for Receipt of Request for Clarification and/or Modifications: May 13th, 2026

Proposal Deadline: June 9th, 2026

QUESTION DEADLINE

May 13th, 2026

Issuing Agency

Via Metropolitan Transit

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A government authority in San Antonio, Texas seeks a vendor to provide comprehensive financial advisor and consultant services. Scope includes support for debt financing, commercial paper programs, lease transactions, and general financial matters. Responsibilities entail analyzing projects for potential financing, evaluating and recommending financing options, and assisting with the implementation of approved strategies.

The selected vendor will determine the timing, size, and types of debt issuance to meet the agency’s needs, perform or verify calculations related to bond sizing, yield, and savings, and advise on market conditions. The advisor will assist with the sale and delivery of bonds or other debt instruments, maintain databases and models to manage outstanding debt, and offer other on-demand financial advisory services, including support for legislative initiatives, public-private partnerships, and financial planning. Pre-bid meeting is scheduled for May 6, 2026, and questions must be submitted by May 13, 2026.

Source attribution

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