Financial Advisory Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Issued and Publicly Advertised: March 4, 2026
Questions Due from Proposers: March 16th, 2026 at 10:00 am
Distribution of Addendum including responses to queries: March 17th, 2026
Proposals Due: Friday, March 27th, 2026 at 2:00 pm
Evaluation of Proposals including Interviews: March 30th-April 10th, 2026
Contract Execution: July 1st, 2026
QUESTION DEADLINE
Issuing Agency
Harrison Central School District
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Westchester, New York is seeking financial advisory services for a two-year contract. The selected vendor will provide guidance on the structure, term, and issuance of the district's short- and long-term debt. The advisor will deliver financial expertise aimed at improving and maintaining the district's credit rating in the bond and note markets.
Responsibilities include advising on market factors and trends impacting interest rates and yields, recommending debt issuance structures based on current market conditions, budget constraints, projected repayment sources, and future capital needs. The financial advisor is expected to maintain relationships with credit rating agencies, coordinate presentations, and provide training sessions for district participants as necessary.
Additionally, the advisor will coordinate debt sales with municipal officials, bond counsel, underwriters, and prospective investors. Questions regarding this RFP must be submitted no later than March 16, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.