When is the submission deadline?

Submissions are due June 29, 2026. Questions must be submitted by June 15, 2026.

It was issued by City Of South Pasadena. The work is located in South Pasadena, California, United States.

Who is a good fit for this opportunity?

Specialized in municipal financial advisory, particularly with California water revenue bonds. Proven experience coordinating financing teams for public sector debt refunding. Strong expertise in transaction structuring and legal documentation review. Ability to provide market analyses and real-time market updates. Demonstrated familiarity with regulatory requirements and public agency processes.

Municipal Advisor Services for Water Debt Refunding (Due June 29, 2026)

Overview

Financial, Legal, HR & Staffing

South Pasadena, California, United StatesPosted: June 5th, 2026Deadline: June 29th, 2026

Fit Score

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SUMMARY

South Pasadena, CA seeks municipal advisor services for its water debt refunding, including market assessment, transaction structuring, team coordination, and ongoing market advice.

KEY REQUIREMENTS

Must be a registered Municipal Advisor with the SEC and MSRB
Must act as the City's fiduciary throughout the engagement
Must not serve or intend to serve in an underwriting capacity on this transaction
Must obtain and maintain a City business license
Must provide three references for comparable transactions completed in the last five years
Must confirm proposal is valid for at least 180 days from submission

TIMELINE

Request for Proposals Issued: June 3rd, 2026

Written Questions from Proposers Due: June 15th, 2026

Written Proposals Due: June 29th, 2026

Virtual Oral Interviews: TBD

Contract Award: TBD

QUESTION DEADLINE

June 15th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City Of South Pasadena

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DESCRIPTION

The government authority located in South Pasadena, California is seeking municipal advisor services to support water debt refunding initiatives. The selected advisor will conduct a comprehensive market assessment and feasibility analysis, focusing on current interest rate conditions and projected savings for bond refunding. The advisor will recommend optimal transaction structures, including considerations around current or advance refunding, sale type, and rate options, and identify suitable settlement dates while reviewing any legal or contractual constraints.

The advisor will coordinate the selection of key financing team members, including support in soliciting and evaluating bond counsel and underwriters based on their experience with California water revenue bonds. Responsibilities include reviewing transaction documentation such as official statements, bond purchase agreements, continuing disclosure agreements, and ensuring the city’s financial interests are protected throughout the process. Additionally, the advisor will monitor market trends, advise on rate timing, and provide regular updates to city staff regarding market impacts and optimal pricing strategies for the bonds.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 29, 2026. Questions must be submitted by June 15, 2026.
Who issued this RFP?: It was issued by City Of South Pasadena. The work is located in South Pasadena, California, United States.
Who is a good fit for this opportunity?: Specialized in municipal financial advisory, particularly with California water revenue bonds
Proven experience coordinating financing teams for public sector debt refunding
Strong expertise in transaction structuring and legal documentation review
Ability to provide market analyses and real-time market updates
Demonstrated familiarity with regulatory requirements and public agency processes

Analysis generated by Settle AI from the source RFP.

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