Financial Advisory and Co-Financial Advisory Services

Overview

Financial, Legal, HR & Staffing

Albany, New York, United StatesPosted about 2 months agoDeadline: May 1st, 2026

Fit Score

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SUMMARY

Seeking a financial advisor to support preparation, analysis, and execution of bond sales and related financial functions for a government authority in Albany, New York.

KEY REQUIREMENTS

Must be registered as a municipal advisor with the Securities and Exchange Commission
Must be registered as a municipal advisor with the Municipal Securities Rulemaking Board
Must be an independent registered municipal advisory firm
Must provide audited financial statements for the past two years
Must submit a fee proposal on an hourly basis
Must not be currently in the Senior or Co-Manager Underwriting Pools for the Authority
Must not be currently under contract with the Authority for underwriting services

BUDGET

Estimate

$150,000 – $300,000

CONTRACT DURATION

60 months

TIMELINE

RFP Issuance: March 20th, 2026

Deadline for submitting Written Questions and Exceptions to Terms and Conditions: April 3rd, 2026

Issuance of Responses to Written Questions: April 17th, 2026

Proposal Due Date & Time: May 1st, 2026, at 1:00 p.m.

Contract Commencement: July 19th, 2026

Contract Termination: July 18th, 2031

QUESTION DEADLINE

April 3rd, 2026

Issuing Agency

New York State Thruway Authority

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DESCRIPTION

The government authority located in Albany, New York is seeking a vendor to provide comprehensive financial advisory and co-financial advisory services. Key responsibilities include assisting in the preparation of financing schedules and the development of necessary bond sale documents, such as the Preliminary Official Statement, Official Statement, and Notice of Sale. The selected firm will review, analyze, and participate in discussions on refunding opportunities, including present value savings and call option analyses to ensure optimal selection criteria.

Additional duties involve preparing presentation materials for investor meetings to support the marketing of bond sales and developing pre-pricing books for each transaction. The advisory firm will provide market and economic condition summaries, analyze prior and comparable sales for the same credit and rated credits, especially those connected to transportation and toll revenue. The company will also evaluate financing proposals from municipal bond underwriters, including derivative and proprietary proposals, and offer guidance on investment structures and strategies to maximize earnings on bond proceeds and reserve funds under applicable arbitrage regulations.

Source attribution

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