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Municipal and Investment Advisory Services

Overview


Financial, Legal, HR & Staffing
Lawrence, Kansas, United StatesPosted 2 months agoDeadline: April 21st, 2026

Fit Score


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SUMMARY


Lawrence, Kansas government is seeking a firm to provide municipal and investment advisory services, including investment strategy analysis, asset allocation, and debt policy development.

KEY REQUIREMENTS


BUDGET

Estimate

$50,000 – $200,000

CONTRACT DURATION


12 months

TIMELINE


Issue Date: March 3rd, 2026

Questions Deadline: March 30th, 2026, 12:00pm

Closing Date: April 21st, 2026, 3:30pm

QUESTION DEADLINE


March 30th, 2026

Issuing Agency


City of Lawrence

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


The government authority in Lawrence, Kansas seeks a vendor to deliver comprehensive municipal and investment advisory services. The selected company will analyze and advise on investment strategies, asset reallocation, and performance benchmarking. Responsibilities include establishing strategic asset allocations, developing investment and debt management policies, and evaluating financial resources to determine the issuer's capacity for obligations, including analysis of existing debt structures and revenue sources.

The advisor will assist with new money and refunding financing transactions, considering complexity, market acceptance, rating, size, and structure to recommend appropriate sale methods. The contract period is one year, with all questions about the RFP to be submitted by March 30, 2026.

Source attribution

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

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